The TRADE

AUGUST 8, 2024

Rob Hocking Cboe currently offers securities-based VIX Index options, allowing investors to manage or gain exposure to broad US equity market volatility. Cboe Global Markets is set to launch options on Cboe Volatility Index (VIX) futures, with an expected date to commence trading on 14 October, subject to regulatory review.

Trading 116

Trading Utilities Equities Management 116

How2Exit

MAY 16, 2023

Any successful business owner can expand their portfolio and net worth by leveraging their operations through acquisitions. Hard money is a short-term loan usually secured by real estate or other assets. It is important to understand that brokers may not always be the best option, as many businesses listed by brokers never sell.

M&A 130

M&A Acquisitions Broker Mergers and Acquisitions 130

The TRADE

FEBRUARY 13, 2024

Nasdaq has secured its first anchor client in Thailand as it looks to expand its Nasdaq Risk Platform into Asia. Nasdaq’s platform provides a live view of risk across proprietary and client trading portfolios – new functionality added at the start of Q2 last year to help traders manage extreme market conditions.

Securities 52

Securities Broker Trading Capital Market 52

Beyond M&A

SEPTEMBER 13, 2023

Especially for software-led companies that are laser-focused on product development, the peripheral IT demands can often be a blind spot, exposing them to potential security risks. Certification and Compliance: ISO 27001 Certification: This internationally recognised standard for information security management systems is pivotal.

Investors 147

Investors IT Engineering Management 147

How2Exit

FEBRUARY 12, 2024

Matt has a passion for passive income and has built a portfolio of cashflow websites that generate income while he sleeps. Matt also highlights the value of building a portfolio of websites and the opportunities for growth and profitability in the digital space. rn rn Notable Quotes: rn rn "Websites are like online real estate.

Business 130

Business Portfolio Profitability Investment 130

Lake Country Advisors

MAY 9, 2025

Owners in the manufacturing, construction, and technology industries often want to secure the highest possible valuation while maintaining a smooth, confidential process. Selling a middle-market business requires meticulous planning, clear objectives, and a deep understanding of your sector. What Is Considered a Middle-Market Business?

Middle Market 52

Middle Market Business Broker Sale 52

Sun Acquisitions

MARCH 26, 2024

Integrating Cybersecurity as a Service (CSaaS) into an MSP’s portfolio through strategic business acquisitions offers a robust response to the increasing demand for comprehensive cybersecurity solutions. Business acquisition is a strategic leap, allowing an MSP to acquire these capabilities and market-ready solutions instantly.

Portfolio 52

Portfolio Acquisitions Business IT 52

OfficeHours

JUNE 6, 2023

Leveraged buyouts involve acquiring a controlling interest in a mature company, typically through a combination of equity and debt financing, using the acquired company’s assets as collateral to secure debt financing. The objective of an LBO is to improve the company’s performance and generate significant returns upon exit.

Private Equity 147

Private Equity Equities Debt Investment 147

The TRADE

JULY 1, 2024

Former head of market structure and liquidity solutions at broker dealer Kepler Cheuvreux Byron Griffin is set to join Franco-German financial services firm ODDO BHF. Griffin left Kepler in May after over eight years with the broker dealer. He joins as head of execution sales and microstructure.

Banking 64

Banking Bank Sale Trading 64

The TRADE

MAY 20, 2024

Kepler Cheuvreux’s head of market structure and liquidity solutions has left the broker dealer, The TRADE can reveal. He joined the broker dealer in 2016 as its head of portfolio and electronic sales trading, later assuming his most recent role as head of market structure and liquidity solutions in 2022.

Broker 52

Broker Trading Electronics Sale 52

The TRADE

JUNE 26, 2024

Former head of market structure and liquidity solutions at broker dealer Kepler Cheuvreux Byron Griffin is set to join Franco-German financial services firm ODDO BHF, The TRADE can reveal. Griffin left Kepler in May after over eight years with the broker dealer. He joins as head of execution sales and microstructure.

Broker 52

Broker Trading Sale Financial Services 52

Sun Acquisitions

NOVEMBER 1, 2024

Actionable Insight: Implement stringent cybersecurity protocols and perform comprehensive assessments to ensure both entities adhere to high-security standards. Actionable Insight: Evaluate the target company’s R&D initiatives and intellectual property portfolio. Consider cyber insurance as an added layer of protection.

Mergers 59

Mergers Mergers and Acquisitions Business Acquisitions 59

The TRADE

MAY 15, 2024

Read more: Fireside Friday with… BNY Mellon’s Geoffrey Yu BNY Mellon’s execution offering provides clients with access to a liquidity pool which leverages the firm’s client footprint consisting of asset managers, asset owners, alternatives, banks, broker dealers and wealth clients.

Trading 69

Trading Asset Management Capital Market Broker 69

The TRADE

NOVEMBER 3, 2023

Read more – The Outsourced Trading Handbook 2023 Coalition Greenwich shared the response of one portfolio manager, which highlighted how outsourced providers “act as an extension to the trading desk and understand [our] trading goals,” while another commented on the importance of “added expertise that [we] do not have in-house.”

Trading 115

Trading Portfolio Management Asset Management Financial Services 115

The TRADE

JUNE 16, 2025

The move follows Redburn Atlantic’s winning Best Agency Broker at The TRADE’s inaugural 2024 Leaders in Trading New York Awards in November. Prior to Panmure Gordon, McCormack has also previously served at RBS, ABN AMRO, Shore Capital, HSBC Securities and GNI. Pete Murden is also set to re-join the firm in July from Tourmaline.

Capital Market 52

Capital Market Capital Investment Banking Sale 52

Lake Country Advisors

NOVEMBER 18, 2024

Working with knowledgeable business brokers throughout the process can offer valuable insights and ensure you cover all bases. Growth Potential : Are you aiming to expand an existing portfolio? Consider partnering with local business brokers or industry advisors if you find skill gaps. What Are My Financing Options?

Business 98

Business Mergers and Acquisitions Broker Healthcare 98

Sica Fletcher

APRIL 17, 2020

We are all painfully aware of the impact the coronavirus pandemic has had on our investment and retirement portfolios. As you can see from the chart below, four of the twelve leading brokers in the SF Index (Assured Partners, Alera Group, NFP Corp. and Acrisure) secured large loans between January 31 and February 11 of this year.

Debt 52

Debt Insurance M&A Broker 52

The TRADE

JUNE 5, 2023

Before that, Van Suchtelen held senior positions at ATC Financial Solutions and Wallich & Matthes, where he set up the asset back securities desk. More recently it gained the same approvals from the Securities and Exchange Commission (SEC) in February.

Trading 64

Trading Sale Boutique Broker 64

The TRADE

OCTOBER 18, 2024

Data from Convergence tracking the top 25 prime brokers showed their market share grew from 83.3% The bank also highlights to us how “as a global multi-asset class prime broker, we are structured to deliver the widest range of services regardless of strategy type or product complexity”. in April 2023, to 92% in 2024.

Funds 69

Funds Broker Banking Bank 69

Growth Business

JANUARY 15, 2024

4 – Loadsure Loadsure is a freight insurance platform that allows retail brokers to offer single shipment cover in 40 seconds or less. 8 – Eleos One of the smallest and youngest startups on this list, having only been founded in 2023, Eleos has secured $750,000 (£615,200) in pre-seed funding to date. million) Series A round. #4

Insurance 104

Insurance Funds Business IT 104

Lake Country Advisors

AUGUST 7, 2023

Mergers and acquisitions have also been prevalent, particularly among companies seeking to expand their reach or diversify their portfolios. In this regard, engaging with professional business brokers like Lake Country Advisors can comprehensively evaluate your business performance.

Business 96

Business Sale Negotiation Broker 96

The TRADE

JULY 3, 2023

New York-based independent prime broker Clear Street hired a team of investment bankers to build out its new investment banking and advisory offering. Elsewhere in his career, Hemmerly held senior positions at JP Morgan, PwC, Hefferies and JMP Securities. Clear Street also named Ryan Gerety as managing director, investment banking.

Trading 64

Trading Investment Banking Banking Bank 64

The TRADE

DECEMBER 5, 2024

The Securities and Exchange Commission (SEC) is in the process of introducing noteworthy rule changes to the clearing of fixed income securities, a development which is set to reshape the landscape for fixed income trading. For trading desks, the new rules will result in a range of operational and regulatory shifts.

Trading 59

Trading Risk Management Portfolio Broker 59

The TRADE

NOVEMBER 29, 2023

Armando Diaz, chief executive of PureStream The ATS claims to provider brokers and their institutional clients with improved bandwidth in order to access liquidity faster, more cost-effectively and with greater security. PureStream is exclusively available to broker dealers and does not connect directly with the buy-side.

Trading 64

Trading Retail Broker Electronics 64

Lake Country Advisors

JANUARY 3, 2025

Whether youre a seasoned investor or exploring a new venture, partnering with a technology broker ensures you confidently navigate this complex process. Buyers seeking to enter high-demand sectors or expand their portfolios are drawn to the promise of sustained profitability and market leadership.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Profitability Business 52

Sun Acquisitions

FEBRUARY 26, 2024

This strategic consolidation can lead to a more substantial portfolio, empowering firms to meet the needs of niche markets and maintain a presence in larger, diversified sectors. For metal manufacturers, well-executed acquisitions can achieve sustained growth and secure a significant competitive edge in a complex and demanding industry.

M&A 52

M&A Manufacturing Acquisitions Utilities 52

Wall Street Mojo

JANUARY 17, 2024

Financial institutions with good credit ratings offer swap facilities to clients and charge fees from brokers. LIBOR stands for London interbank offered rate and is one of the most used reference rates in the case of floating securities. The interest rate swap works as an amazing portfolio management tool. every month.

Financial Institution 91

Financial Institution Banking Bank Financial Models 91

How2Exit

APRIL 9, 2023

They acquire assets at a fair price point and then aggregate them to create a portfolio. By acquiring assets and businesses, Treasure Hunter can create a holistic portfolio within various verticals with huge synergies in place. This is in contrast to many other M&A brokers who try to "harass" the seller into a deal.

M&A 130

M&A Media Mergers and Acquisitions Business 130

Peak Frameworks

SEPTEMBER 19, 2023

Treasury Bills, colloquially known as T-Bills, are: Short-term securities issued by the U.S. T-Bills as a secure alternative to park their assets. Comparing T-Bills to Other Investment Options Compared to other short-term securities like Commercial Paper or Certificates of Deposit (CDs), T-Bills often stand out for their lower risk.

IT 52

IT Government Investors Economics 52

The TRADE

JUNE 21, 2024

Transitioning to T+1 is a team effort involving thousands of market participants, including clearing houses, depositories, custodian banks, broker-dealers, investment advisors, self-regulatory organisations, stock exchanges, service providers, industry groups, trade associations, and regulators.

Trading 64

Trading Asset Management Management Stock 64

The TRADE

JANUARY 3, 2024

That line-up is largely made up of independent firms, prime brokers and custodians, all of whom are enjoying a piece of the growing pie, with their own strengths and weaknesses. Coalition Greenwich points out that from 2018 to 2022 the number of outsourced trading providers grew from fewer than 10 to more than 40. The list goes on.

Trading 64

Trading Asset Management M&A Broker 64

IBG

AUGUST 23, 2023

As an example, in our experience as M&A brokers, we have seen sellers achieve higher-than-expected prices for their businesses during a recession – not just despite the economic downturn but because of it – due to specific circumstances and market dynamics. Strategic Value.

Economics 52

Economics M&A Sale Business 52

Sun Acquisitions

MAY 24, 2024

During the due diligence process, acquirers must scrutinize not only the target company’s existing IP portfolio but also assess its risks and opportunities. Acquirers must ensure that the target company adheres to patient privacy and data security standards, minimizing the risk of regulatory penalties and reputational damage.

M&A 59

M&A Mergers and Acquisitions Negotiation Healthcare 59

Sun Acquisitions

FEBRUARY 14, 2024

Consider options such as raising capital through equity financing or securing a bank loan to fund your expansion plans. Diversification: Diversifying your business portfolio can be a prudent goal. These strategies can provide the financial firepower needed to fuel growth.

Acquisitions 59

Acquisitions Business Debt Finance 59

Lake Country Advisors

OCTOBER 3, 2024

This guide delineates the various types of business sales, analyzes the corresponding tax ramifications, and underscores the importance of collaborating with a team of experienced transaction specialists, including a proficient business broker.

Business 52

Business Mergers and Acquisitions Sale Capital 52

The TRADE

OCTOBER 2, 2024

Already electronic execution and direct market access has reduced the reliance on sales traders to source liquidity,” emphasises Scott Chace, head on trading for portfolio solutions at State Street. We view this as a complement to broker led avenues of liquidity, not as a replacement.”

Trading 64

Trading Electronics Management Broker 64

Sun Acquisitions

MARCH 27, 2024

The purchase allowed Danone to expand its portfolio of environmentally responsible products. In doing so, they contribute to a more sustainable and socially responsible global economy and secure their own competitive advantage and future growth opportunities.

Mergers and Acquisitions 59

Mergers and Acquisitions Mergers Acquisitions M&A 59