Capital Market, Investment Banking and Media

People Moves Monday: Peel Hunt, Redburn Atlantic, RBC Capital Markets, Citi, and more…

The TRADE

JUNE 16, 2025

Peel Hunt Redburn Atlantic’s head of electronic trading has left the firm to join UK investment bank Peel Hunt, as revealed by The TRADE. Meroni joins from Sanford Bernstein and also previously served at Lehman, Goldman Sachs, UBS Investment Bank and Nomura. Three other appointments have also been made.

Capital Market

Capital Market Capital Investment Banking Sale

JPMorgan Chase has more room for growth after latest earnings, says analyst Mike Mayo

CNBC: Investing

JULY 16, 2025

Noting a rise in investment banking activity over the course of the quarter, the bank also hiked its forecast for full-year net interest income – a measure of profitability – to approximately $95.5 billion, about $1 billion more than a prior outlook. "JPM is still best-in-class 2Q25."

S&P

S&P Media Bank Banking

Who Are the Best M&A Advisors for Tech Companies?

iMerge Advisors

APRIL 10, 2025

Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists. Large-Cap Tech Deals ($500M+) For billion-dollar transactions, global investment banks dominate. Firms like Goldman Sachs , Morgan Stanley , and J.P.

M&A

M&A Boutique Valuation Mergers and Acquisitions

Who are the best M&A advisors for tech companies?

iMerge Advisors

APRIL 9, 2025

Top M&A Advisors by Deal Size and Focus Lets break down the landscape of M&A advisors serving tech companies, from global investment banks to boutique specialists. Large-Cap Tech Deals ($500M+) For billion-dollar transactions, global investment banks dominate. Firms like Goldman Sachs , Morgan Stanley , and J.P.

M&A

M&A Boutique Valuation Mergers and Acquisitions

Goldman profits jump 22% after investment banking gains

Financial Times - Banking

JULY 16, 2025

Complete digital access to quality FT journalism on any device. Cancel anytime during your trial.

Investment Banking

Investment Banking Profitability Investment Bank

Investment banking set to extend worst run in over a decade

Financial Times - Banking

JULY 13, 2025

The answer could change how you see the world HTSI Menu Search Home World US Companies Tech Markets Climate Opinion Lex Work & Careers Life & Arts HTSI Financial Times Subscribe Sign In Investment banking set to extend worst run in over a decade Subscribe to unlock this article Try unlimited access Only $1 for 4 weeks Then $75 per month.

Investment Banking

Investment Banking Bank Banking Investment

Is investment banking still a jewel in Wall Street’s crown?

Financial Times - Banking

JULY 18, 2025

Threats to the Fed go beyond firing Powell Don’t poison my golden goose, Rachel Is investment banking still a jewel in Wall Street’s crown? Will that last? Subscribe to unlock this article Try unlimited access Only $1 for 4 weeks Then $75 per month. Complete digital access to quality FT journalism on any device.

Investment Banking

Investment Banking Investment Bank Banking

Buy this thermal management stock that's benefiting from the data center buildout, says KeyBanc

CNBC: Investing

JUNE 13, 2025

The investment bank initiated coverage of the thermal management stock with an overweight rating and a $125 per share price target, implying about 29% upside from Thursday's $97.07

Stock

Stock Management Manufacturing Media

10-11-2023 Newsletter: How to win in Investment Banking? From Analyst to VP

OfficeHours

OCTOBER 11, 2023

We cover topics like private equity, investment banking, switching careers, and how to grow in your job. open.spotify.com/show/7aeLSeoDAPHEGZ89UECnmk Join us as Polly Helvacioglu shares her journey from Investment Banking Analyst to Vice President. The post 10-11-2023 Newsletter: How to win in Investment Banking?

Investment Banking

Investment Banking Bank Banking Investment

People Moves Monday: Investec, BMO Capital Markets and BNP Paribas AM

The TRADE

APRIL 29, 2024

He originally joined Liberum eight months ago from Numis Securities – now Deutsche Numis, following its acquisition by the bank last year. Joe Wald, BMO Capital Markets’ managing director and co-head of electronic trading left the bank, departing after four years in his most recent role, according to an update on his social media.

Capital Market

Capital Market Capital Electronics Asset Management

08-10-2023 Newsletter: Corporate Development @ Disney

OfficeHours

AUGUST 10, 2023

We are excited to invite you to our upcoming webinar, a unique opportunity to gain insights from an industry professional who transitioned successfully from being an M&A Investment Banking Analyst at RBC Capital Markets into a Senior Strategy Analyst at The Walt Disney Company.

Corporation

Corporation Recruitment Investment Banking Analyst M&A

FOCUS Investment Banking Welcomes Colin May as Managing Director in the Automotive Group

Focus Investment Banking

OCTOBER 29, 2024

Washington, DC, (October 30, 2024) – FOCUS Investment Banking, a leading middle-market investment bank, is pleased to announce that Colin May has joined the firm as a Managing Director in its Automotive Group. Download the Press Release here.

Investment Banking

Investment Banking Bank Banking Investment

People Moves Monday: Shifts in the trading space

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.

Trading

Trading Investment Banking Bank Banking

Cole Strandberg Named Managing Director

Focus Investment Banking

SEPTEMBER 16, 2024

Washington, DC, (September 16, 2024) – FOCUS Investment Banking , a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, would like to congratulate Cole Strandberg on his promotion to Managing Director within its Automotive Aftermarket group.

Management

Management Investment Banking Mergers and Acquisitions Transportation

People Moves Monday: RBC, UBS, Balyasny Asset Management and more…

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.

Asset Management

Asset Management Management Sale Capital Market

Invesco’s global head of fixed income trading departs for OEMS provider Adroit

The TRADE

JULY 25, 2023

According to an update on his social media, Taitz joins buy-side OEMS provider Adroit as its head of business operations after seven and a half years with Invesco helming its fixed income trading business. During his time with the asset manager Taitz was responsible for Invesco’s fixed income trading desks in the US, UK and Hong Kong.

Trading

Trading Asset Management Investment Banking Capital Market

People Moves Monday: Bloomberg, RBC BlueBay AM, LSEG TORA and more…

The TRADE

JANUARY 8, 2024

Tamou joined the quantitative and systematic investment manager as a quantitative trader after most recently serving as an equity trader at RBC BlueBay for nearly three years, according to an update on his social media. He originally joined the asset manager as an investment operations analyst in 2020.

Asset Management

Asset Management Equities Sale Investment Manager

People Moves Monday: Janus Henderson, LSEG, Peel Hunt, Millennium and more…

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.

Equities

Equities Sale Investment Banking Trading

Private Equity Fundamentals: A Comprehensive Course for Beginners

OfficeHours

JUNE 6, 2023

An IPO provides liquidity and visibility for the company, allowing it to access public capital markets for future growth. In contrast, private equity firms often look for strategic buyers who are interested in acquiring the portfolio company to enhance their own operations or expand into new markets. and how our process works.

Private Equity

Private Equity Equities Debt Investment

Tyton Partners Choose to Learn 2024 Part 2 Dives into the Journey of the K-12 Parents who are Moving Out of Public School, from Awareness to Enrollment

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. Learn more at www.tytonpartners.com.

Education

Education Consulting Mergers and Acquisitions Investment Banking

Tyton Partners’ Listening to Learners Data Assesses Correlation Between Student Safety and Re-enrollment Decisions at Institutions

Tyton Partners

SEPTEMBER 24, 2024

BOSTON, SEPTEMBER 24, 2024 (GlobeNewswire) Today, Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, unveiled Listening to Learners 2024: Stay Safe, Stay Informed: How Awareness of Support Services and Safety Relate to Re-enrollment, focusing on student learning outcomes.

Education

Education Consulting Mergers and Acquisitions Investment Banking

Tyton Partners’ ‘Investing in Tomorrow’ Research Reveals a $100,000 Per Student Impact of High School Financial Education

Tyton Partners

FEBRUARY 8, 2024

[BOSTON, February 8, 2024] – Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, announced today the results of its latest report, Investing in Tomorrow: Lifetime Value of Financial Education in High School.

Education

Education Investment Finance Finance

Tyton Partners Report Estimates that 20% of the U.S. K-12 Student Population Will Be Eligible for Education Savings Accounts (ESAs) in 2024

Tyton Partners

APRIL 15, 2024

BOSTON, April 15, 2024 (GLOBE NEWSWIRE) — Today, Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, releases the first and second installments of its three-part groundbreaking series, Paying for Choice. Learn more at tytonpartners.com.

Education

Education Accountant Consulting Mergers and Acquisitions

Tyton Partners Choose to Learn 2024 Uncovers 20% of U.S. K-12 Parents Want a New School Environment for Their Child – What Can the Education System Do?

Tyton Partners

FEBRUARY 15, 2024

[BOSTON, February 14, 2024] – Tyton Partners, a strategy consulting and investment banking firm focused on the education sector, announces the release of Part 1 of 3 of their latest Choose to Learn K-12 initiative, K-12 Parents Poised to Explore New Educational Options.

Education

Education Consulting Mergers and Acquisitions Investment Banking

Intrepid Hires Industry Veterans Dave Hatch and Mike Letsch to Launch Supply Chain & Logistics Group

Intrepid Banker Insights

JUNE 5, 2024

Intrepid’s Supply Chain & Logistics Group will offer M&A advisory and other capital markets support to middle-market companies offering transportation & logistics services and a diverse range of mission-critical supply chain solutions.

Private Equity

Private Equity Transportation Advisory Middle Market

Tyton Partners’ Listening to Learners 2023 Reveals that While 70% of Students Value Representative Diversity Among Advisors, Only 30% of Institutions Report Scaled Implementation of this HR Practice

Tyton Partners

SEPTEMBER 13, 2023

About Tyton Partners Tyton Partners is the leading provider of investment banking and strategy consulting services to the global knowledge and information services sector.

Education

Education Utilities Mergers and Acquisitions Advisory

The prime brokerage pie is growing, which means bigger slices for everyone

The TRADE

OCTOBER 18, 2024

According to Coalition Greenwich, the top dozen investment banks offering prime services saw revenues rise to a record $20.4 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”. “At

Broker

Broker Funds Bulge Bracket Bank

Peel Hunt execution hub co-head departs for Marex

The TRADE

MARCH 3, 2025

Chris Hart has joined Marex as an equity trader following more than a decade at UK-based investment bank Peel Hunt. Hart announced his new role on social media. Both became part of the Marex Capital Markets business which was formed in 2024 following the acquisition of ED&F Man Capital Markets.

Capital Market

Capital Market Retail Investment Banking Trading

The TRADE’s most read stories of 2024, part one: M&A, quant moves, and outsourced trading remits

The TRADE

DECEMBER 23, 2024

The deal will further bolster FIS capital markets technology offering, having acquired SunGard in a major deal back in 2015. Torstone is a global SaaS platform for post-trade securities and derivatives processing technology, originally built by and for a global investment bank.

M&A

M&A Trading Asset Management Mergers and Acquisitions

Corporate Venture Capital: “Plan B” for Real Venture Capital or Compelling Career Combination?

Mergers and Inquisitions

APRIL 30, 2025

The venture capital market is highly cyclical , which discourages some bankers from considering it. Join in a bad market, and you might close 0 deals and learn very little except how to start a podcast or Substack on becoming a VC influencer. But there is one lower Beta alternative: Corporate venture capital (CVC).

Capital

Capital Corporation Funds Investment

The TRADE’s most read stories of 2024, part two: People moves, TRADE 20 roundups, and open outcry

The TRADE

DECEMBER 24, 2024

Prior to that, Tan held a global markets, APAC cash equities position based in Singapore. Elsewhere in his career, Tan served at Maybank Investment Banking Group in an equity sales trading role. Market opinion and moves suggest that mourning the death of open outcrymay be premature.

Trading

Trading Mergers and Acquisitions Equities Electronics

Investment Banking Today

People Moves Monday: Peel Hunt, Redburn Atlantic, RBC Capital Markets, Citi, and more…

JPMorgan Chase has more room for growth after latest earnings, says analyst Mike Mayo

Trending Sources

Who Are the Best M&A Advisors for Tech Companies?

Who are the best M&A advisors for tech companies?

Goldman profits jump 22% after investment banking gains

Investment banking set to extend worst run in over a decade

Is investment banking still a jewel in Wall Street’s crown?

Buy this thermal management stock that's benefiting from the data center buildout, says KeyBanc

10-11-2023 Newsletter: How to win in Investment Banking? From Analyst to VP

People Moves Monday: Investec, BMO Capital Markets and BNP Paribas AM

08-10-2023 Newsletter: Corporate Development @ Disney

FOCUS Investment Banking Welcomes Colin May as Managing Director in the Automotive Group

People Moves Monday: Shifts in the trading space

Cole Strandberg Named Managing Director

People Moves Monday: RBC, UBS, Balyasny Asset Management and more…

Invesco’s global head of fixed income trading departs for OEMS provider Adroit

People Moves Monday: Bloomberg, RBC BlueBay AM, LSEG TORA and more…

People Moves Monday: Janus Henderson, LSEG, Peel Hunt, Millennium and more…

Private Equity Fundamentals: A Comprehensive Course for Beginners

Tyton Partners Choose to Learn 2024 Part 2 Dives into the Journey of the K-12 Parents who are Moving Out of Public School, from Awareness to Enrollment

Tyton Partners’ Listening to Learners Data Assesses Correlation Between Student Safety and Re-enrollment Decisions at Institutions

Tyton Partners’ ‘Investing in Tomorrow’ Research Reveals a $100,000 Per Student Impact of High School Financial Education

Tyton Partners Report Estimates that 20% of the U.S. K-12 Student Population Will Be Eligible for Education Savings Accounts (ESAs) in 2024

Tyton Partners Choose to Learn 2024 Uncovers 20% of U.S. K-12 Parents Want a New School Environment for Their Child – What Can the Education System Do?

Intrepid Hires Industry Veterans Dave Hatch and Mike Letsch to Launch Supply Chain & Logistics Group

Tyton Partners’ Listening to Learners 2023 Reveals that While 70% of Students Value Representative Diversity Among Advisors, Only 30% of Institutions Report Scaled Implementation of this HR Practice

The prime brokerage pie is growing, which means bigger slices for everyone

Peel Hunt execution hub co-head departs for Marex

The TRADE’s most read stories of 2024, part one: M&A, quant moves, and outsourced trading remits

Corporate Venture Capital: “Plan B” for Real Venture Capital or Compelling Career Combination?

The TRADE’s most read stories of 2024, part two: People moves, TRADE 20 roundups, and open outcry

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