American Banker - Investment Banking

FEBRUARY 26, 2024

The Fort Lee, New Jersey, company has hired a pair of veteran investment bankers to helm an effort serving fintechs' capital market needs "doubling down" on its commitment to the sector.

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The TRADE

JULY 31, 2023

Deutsche Bank has re-entered the local DCM in South Korea as it expands its investment banking capabilities in the region in a bid to support its local clients in accessing global debt capital markets. In addition, Shinna Oh will join the Seoul-based investment banking coverage team, joining from Credit Suisse.

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Focus Investment Banking

FEBRUARY 7, 2024

Washington, DC, (February 7, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture and corporate finance services, announced today that it has added a new managing director, Paul Carter, to its Technology Services and Telecom practices.

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Cooley M&A

OCTOBER 13, 2023

View the recording here.

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Global Newswire by Notified: M&A

SEPTEMBER 20, 2023

Cognos”) today announced the engagement of Chardan, a leading global investment bank, in the role of capital markets advisor to Nocturne in the highly anticipated business combination transaction (the “Business Combination”) with Cognos. WILMINGTON, Del. and INGLEWOOD, Calif.,

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The TRADE

FEBRUARY 27, 2024

The deal will further bolster FIS’ capital markets technology offering, having acquired SunGard in a major deal back in 2015. The firm has also made waves through a number of other bolt-on acquisitions and landmark mandates.

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The TRADE

FEBRUARY 27, 2024

“This repo transaction marks a significant milestone in building liquidity for digital bonds, while reinforcing our bank’s support for the development of Hong Kong dollar capital markets.” The collaboration leverages ADX’s investment product knowledge and HSBC’s investment banking, capital markets and blockchain capabilities.

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The TRADE

NOVEMBER 2, 2023

Abu Dhabi Securities Exchange (ADX) and HSBC Bank Middle East are collaborating to develop digital fixed income securities, with the aim to broaden capital market use cases in the Middle East.

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The TRADE

APRIL 15, 2024

Markets & securities services (MSS) revenue saw a lesser decrease, down 2% to $9.2 Moreover, the bank’s overall gross investment banking and markets revenue was posted at $913 million, a 4% increase. billion thanks to the securities services revenue having increase 3% to $1.2 year on year (up 47.9%

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Solganick & Co.

JANUARY 9, 2023

has hired Nicholas Brouwer as a Senior Investment Banking Analyst in its Manhattan Beach, CA office. is a data-driven investment bank and M&A advisory firm focused exclusively on software and tech-enabled services companies. Solganick & Co. About Solganick & Co. Solganick & Co.

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Global Newswire by Notified: M&A

DECEMBER 1, 2023

today announced that Mizuho Americas has completed the acquisition of Greenhill, adding complementary services to the firm’s existing capital markets, banking, and private capital advisory capabilities across the corporate and investment bank. (TSE: 8411 and NYSE: MFG) and Greenhill & Co.,

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The Deal

FEBRUARY 6, 2024

For Janney Montgomery Scott LLC, which is projected to exceed $1 billion in revenue for the first time in 2023, its capital markets business is a key vector of growth in the next five years. 8, Janney made a splash with a deal for New York-based middle market investment bank TM Capital Corp.,

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The TRADE

SEPTEMBER 11, 2023

Before joining LSEG, Walker worked within JP Morgan Cazenove’s equity capital markets team, where he was responsible for originating and executing equity transactions. Charlie and I share a passion for ensuring that our markets provide companies with efficient access to capital across their lifecycle.

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The TRADE

JULY 17, 2023

RBC Capital Markets has appointed Giles Gleave and Mike Heraty as its newest managing directors, according to an internal memo seen by The TRADE. Heraty will report to Sian Hurrell, head of global sales and relationship management and global markets Europe.

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Mergers and Inquisitions

NOVEMBER 22, 2023

As another example, some argue that UBS should not be a bulge bracket bank because it has focused on wealth management and areas outside the capital markets. Deutsche Bank is a trickier case because it now generates less investment banking revenue than firms like Jefferies, Wells Fargo, and RBC.

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The TRADE

APRIL 5, 2024

Previously in his career, Siegel served as head of European credit sales and trading at MUFG, as well as head of investment grade credit trading at RBC Capital Markets. Other previous tenures include credit trading roles at both Barclays Investment Bank and Credit Suisse.

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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. John D’Agostini was appointed co-head of investment banking, joining Clear Street from JonesTrading, where served as managing director, investment banking for over 12 years.

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The TRADE

OCTOBER 13, 2023

The new entity is a “leading force in UK investment banking and the adviser of choice for UK listed companies,” said Deutsche Bank, with Alex Ham, and Ross Mitchinson having been named co-chief executives.

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Accenture Capital Markets

MAY 8, 2024

In an earlier blog , I explored the scale, scope and interrelated nature of the industry-wide disruption facing all participants in today’s capital markets. And one of the biggest cost blocks today is still the middle- and back-office costs—which we estimate to account for up to 30% of most investment banks’ total costs.

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The TRADE

OCTOBER 2, 2023

James Hilton was appointed multi-asset managing director in RBC’s low touch team, joining from Credit Suisse, where he had been serving as head of sales for EMEA for the bank’s advanced execution sales (AES) team. Prior to joining Credit Suisse in 2006, Hilton spent six years at UBS Investment Bank as a director.

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The TRADE

APRIL 8, 2024

Previously in his career, Siegel served as head of European credit sales and trading at MUFG, as well as head of investment grade credit trading at RBC Capital Markets. Other previous tenures include credit trading roles at both Barclays Investment Bank and Credit Suisse.

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The TRADE

JULY 25, 2023

Prior to joining Invesco in 2016, Taitz spent two and a half years at RBC Capital Markets in a fixed income role and 10 and a half years at UBS Investment Bank as an executive vice president. During his time with the asset manager Taitz was responsible for Invesco’s fixed income trading desks in the US, UK and Hong Kong.

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The TRADE

OCTOBER 13, 2023

Read more – Citi reports double-digit Q2 decline in investment banking and markets revenue Treasury and trade solutions posted its best quarter in a decade for Q3 2023 results, while services was the fastest growing business according to the results, increasing by 12%.

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Focus Investment Banking

MARCH 3, 2024

The first is Private Capital Markets by Rob Slee (John Wiley & Sons: 2011). Slee also lived in Charlotte and had an Investment Banking firm called Robertson & Foley. And that’s all it took to become an investment banker. Don’t wing it.

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The TRADE

JANUARY 8, 2024

Throughout his career Jenkins has also worked at SWIFT, Macgregor, and AXA Investment Managers. Jefferies’ managing director and head of US equity distribution in Europe, Guy Trust, left the bank after nearly a decade to join Daiwa Capital Markets Europe.

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Mergers and Inquisitions

MAY 10, 2023

I’ve found that two main groups care about investment banking in Singapore : Students who are from Southeast Asia and are considering whether they want to work in Singapore, NY, London, or other places. It’s just that it’s smaller than you might expect, which means a lower investment banking headcount than true financial centers.

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The Deal

FEBRUARY 7, 2024

We continue to look to where there is a gap in the market and evaluate opportunities to stay current, relevant and address the needs of our clients.” Katz’s comments come after the company on May 22 announced the acquisition of New York-based boutique investment bank Greenhill & Co. GHC) for about $550 million.

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The TRADE

JULY 31, 2023

Prior to joining Invesco in 2016, Taitz spent two and a half years at RBC Capital Markets in a fixed income role and 10 and a half years at UBS Investment Bank as an executive vice president. Goldman Sachs veteran, Christopher Daur, left the investment bank to head up buy-side sales and relationships at AccessFintech.

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TM Capital

NOVEMBER 8, 2023

TM Capital – A New Era Begins On November 8, 2023, TM Capital announced that our firm has agreed to be acquired by Janney Montgomery Scott. One Vision This is an extraordinary moment in TM Capital’s rich history. After 34 years as an independent, partner-owned firm, the time is right for TM Capital to join forces with Janney.

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The TRADE

JANUARY 2, 2024

Prior to that, in July, Deutsche Bank made a return to the local DCM in South Korea as it continued the expansion of its investment banking capabilities in the region in a bid to support its local clients in accessing global debt capital markets.

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The TRADE

FEBRUARY 5, 2024

During his tenure at Goldman, Esposito served in a variety of roles including operating officer of the investment banking division, head of the EMEA financing group, and co-head of the global financing group. Before joining Bluefin, McGhee held an iShares capital markets role at BlackRock for three years.

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The TRADE

JULY 24, 2023

RBC Capital Markets appointed Giles Gleave and Mike Heraty as its newest managing directors, according to an internal memo seen by The TRADE. Before that, he worked at Bank of America for 11 years, most recently as head of North American equity client solutions sales and structuring.

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The TRADE

JULY 10, 2023

During her time at the investment bank, Davies served in several roles including as a capital markets analyst, working with various departments, including equity trading and sales trading, integrated trading solutions, and transition management. Davies joins Liontrust following a two-year stint at Northern Trust.

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The TRADE

OCTOBER 16, 2023

In his new role, he will be responsible for boosting the exchange’s rankings and driving its next stage of growth after a series of senior leadership changes from within its capital markets business. Elsewhere in his career, Cain held an equity derivatives sales and trading position at Barclays Capital.

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Tyton Partners

MARCH 13, 2024

BOSTON, March 13, 2024 (GLOBE NEWSWIRE) — Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, announces the release of Part 2 of their latest Choose to Learn K-12 initiative, The Open-minded K-12 Parent Journey and Barriers to Action.

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The TRADE

DECEMBER 27, 2023

Oliver Blower, chief executive officer, VoxSmart In the face of unprecedented fines levied against investment banks for the misuse of messaging apps, attempting to ban an entire generation’s communication behaviour next year is shortsighted and misguided.

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Accenture Capital Markets

MARCH 21, 2023

The Capital Markets industry should be recognised for diving in early into the Metaverse. Meanwhile, capital markets are harnessing the metaverse to enhance a range of employee experiences. The post Think Big: the Metaverse’s B2B Opportunities appeared first on Accenture Capital Markets Blog.

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