Mergers and Inquisitions

DECEMBER 18, 2024

While on-cycle PE recruiting keeps moving up, to the point where you must attend a target elementary school, middle school, and high school to be competitive, off-cycle private equity recruiting remains a viable option for everyone else. You can think of it like this: On-Cycle Recruiting: Fast processes for start dates far in the future.

Private Equity 98

Private Equity Recruitment Equities Middle Market 98

The TRADE

JUNE 10, 2025

The Association for Financial Markets in Europe (AFME) has shared its response to the European Commission’s ‘targeted consultation on integration of EU capital markets in Europe’ – which closed today – highlighting several points of concern.

Capital Market 52

Capital Market Equities Capital Consulting 52

Mergers and Inquisitions

FEBRUARY 19, 2025

People debate the best options: Search fund internships , private equity internships , boutique bank internships, real estate internships, and even wealth management internships have their pros and cons. But some argue that venture capital internships beat many of these options or should at least be near the top of the list.

Capital 59

Capital Bank Banking Recruitment 59

Solganick & Co.

DECEMBER 20, 2024

Private Equity Influence: PE-driven deals are expected to reach record highs, driven by the availability of capital and attractive valuations in the software sector. Cybersecurity Concerns: The increasing complexity of cybersecurity threats is leading to consolidation in the cybersecurity sector. About Solganick & Co.

M&A 52

M&A Mergers and Acquisitions IT Valuation 52

How2Exit

JULY 15, 2025

PE money is not the villain – Institutional capital, when paired with clear strategy and accountability, can actually de-risk growth—not derail it. Summary: When Alan Whitman took the reins as CEO of Baker Tilly, he didn’t just grow a firm—he rewired it for scale. Acquisitions were tools, not the endgame.

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M&A Professional Services Book-building Acquisitions 130

MergersCorp M&A International

JULY 5, 2025

At their core, SPACs are shell corporations formed to raise capital via an initial public offering (IPO) with the sole purpose of acquiring an existing private company. The capital raised in the IPO is placed in a trust account, earning interest, and can only be used for an acquisition or returned to investors.

IPO 52

IPO Mergers and Acquisitions Capital Capital Raising 52

Global Newswire by Notified: M&A

JULY 7, 2025

billion and total equity capital of $221 million. Accessibility: Skip TopNav Norwood Financial Corp Extends its Pennsylvania Presence with Strategic Acquisition of PB Bankshares, Inc. July 07, 2025 16:15 ET | Source: Norwood Financial Corp Norwood Financial Corp HONESDALE, Pa. and COATESVILLE, Pa., billion, loans outstanding of $1.8

IT 109

IT Mergers and Acquisitions Acquisitions Mergers 109

Sun Acquisitions

DECEMBER 16, 2024

This move strengthened Siemens’ position in the clean transportation sector and enabled it to capitalize on the growing demand for electric buses. Rise of Sustainability-focused Private Equity: Private equity firms increasingly seek to invest in companies with strong sustainability credentials.

M&A 59

M&A Mergers and Acquisitions Collaboration Private Equity 59

Growth Business

JULY 16, 2025

By exploring specialist funding options, businesses can unlock greater flexibility, faster access to capital, and funding structures that support strategic goals. In either case, the key is turning balance sheet value into working capital that directly supports day-to-day operations and longer-term ambitions.

Debt 91

Debt Business Funds Finance 91

Software Equity Group

JULY 9, 2025

If you are leading a software company generating between $5 million and $50 million in revenue, there is a good chance you have received unsolicited outreach from private equity firms or strategic acquirers. Private equity firms have over $2.5 trillion in undeployed capital globally.

Private Equity 52

Private Equity Equities Valuation M&A 52

The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. What does your role involve?

Funds 59

Funds Capital Capital Market S&P 59

The TRADE

JULY 18, 2025

Citadel Securities had not responded to a request for comment at the time of publication. Read more – SIX promotes its global exchange head to become CEO as Dijsselhof steps down Matuszewski’s return follows significant developments for SIX in recent months.

Equities 52

Equities Management Capital Market Trading 52

The TRADE

NOVEMBER 25, 2024

Vikesh Patel With this approval, the pan-European clearing house will introduce a service for European SFT transactions in cash equities and ETFs, which includes central clearing, settlement and post-trade lifecycle management. The concept of central clearing of SFTs is not new and has been tried before with varying degrees of success.

Finance 69

Finance Finance Securities Trading 69

The TRADE

JULY 1, 2025

London-based alternative investment firm, Regents Gate Capital (RGC), has selected big xyt to provide execution analytics and trading cost analysis (TCA).

Capital 52

Capital Trading Equities Broker 52

The TRADE

JUNE 16, 2025

Prior to Panmure Gordon, McCormack has also previously served at RBS, ABN AMRO, Shore Capital, HSBC Securities and GNI. Meroni joins from Sanford Bernstein and also previously served at Lehman, Goldman Sachs, UBS Investment Bank and Nomura. Pete Murden is also set to re-join the firm in July from Tourmaline.

Capital Market 52

Capital Market Capital Investment Banking Sale 52

The TRADE

JULY 22, 2025

Elijah Diallo has joined Vegah Trading as a proprietary trader following his departure from Magellan Capital, The TRADE can reveal. Before that, he served in a range of roles at firms including Mubasher Financial Services, EFG Hermes, Exotix Capital, and Convergex.

Trading 52

Trading Capital Portfolio Management Financial Services 52

How2Exit

JUNE 16, 2025

Monica's journey from English major to equity research analyst at a top San Francisco investment bank is unlikely, but deeply relevant. With a toolkit sharpened by real-world exits, financial modeling, and capital raising, she speaks the language of business fluently. Breathwork enhances all of it. More alignment.

M&A 130

M&A Business Finance Finance 130

Focus Investment Banking

JANUARY 8, 2025

Washington, DC, (January 8, 2025) FOCUS Investment Banking, a leading middle-market investment banking firm, is pleased to announce that Bob Lipton has joined the firm as a Managing Director in the Human Capital Management (HCM) team.

Investment Banking 52

Investment Banking M&A Management Capital 52

Focus Investment Banking

JANUARY 21, 2025

and Dublin, Ireland January 23, 2025 FOCUS Investment Banking based in the US (the Company) and FOCUS Capital Partners (FCP) based in Ireland have combined ownership and operations to provide best in class investment banking services for middle-market clients. Washington, D.C.

Investment Banking 52

Investment Banking Capital Bank Banking 52

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. In my view, corporate finance jobs are not ideal “stepping stone roles.”

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Corporate Finance Finance Finance Corporation 106

Solganick & Co.

JANUARY 28, 2025

Private Equity Influence : Private equity firms continue to play a significant role in the M&A landscape, investing in promising IT solution providers and driving further consolidation. This allows companies to differentiate themselves and cater to the evolving needs of their clients.

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Mergers and Acquisitions M&A Acquisitions Mergers 40

CNBC: Investing

JUNE 7, 2025

"We think Amazon is well positioned to capitalize on the global growth of eCommerce and other secular trends such as cloud computing, online advertising and connected devices," he added. There's more to come as the company ramps up its advertising technology ,which should help the bottom line, the analyst said.

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Stock Bank Banking Media 121

The TRADE

JULY 8, 2025

Liquidnet has appointed Michael Fidance as head of CEEMEA equity markets as part of the firm’s efforts to drive growth across the region. Prior to this, he also served as head of sales for CF Global Trading in Europe before the firm was acquired by State Street in 2024.

Equities 52

Equities Sale Trading Asset Management 52

The TRADE

JANUARY 10, 2025

As part of the move, MIM is acquiring the high yield and bank loan, strategic fixed income and small-cap equity teams and certain related investment products. MetLife Investment Management (MIM) has reached a definitive agreement to acquire three investment teams and assets managed by Mesirow, an independent financial services firm.

Management 69

Management Investment Asset Management Investment Manager 69

Mergers and Inquisitions

JUNE 11, 2025

Even if you interview in capital markets or restructuring , using an M&A or LBO deal is fine. If you go against my advice and discuss an equity or debt deal instead, you’d have to search for documents like the S-1 for an IPO or a credit rating update issued by the credit rating agencies. The investor presentation for the deal.

M&A 59

M&A Debt Mergers and Acquisitions Banking 59

The TRADE

JULY 14, 2025

As capital markets have continued to evolve at a rapid pace – with increased regulatory scrutiny showing no sign of let up – 87% of companies have increased their investment in the cloud over the last two years, according to a recent report by the London Stock Exchange Group.

Investment 52

Investment Financial Market Private Equity Asset Management 52

Focus Investment Banking

FEBRUARY 4, 2025

Financial Buyers : These are typically investment companies, such as private equity firms, with no prior investment in your industry. Sometimes strategic buyers are backed by private equity, focusing on both organic growth and acquisitions. Working Capital : Net working capital (NWC) directly impacts the purchase price.

Sale 52

Sale Negotiation Private Equity Business 52

Focus Investment Banking

DECEMBER 23, 2024

Strategic buyers pursued opportunities across the food and beverage landscape, while private equity was largely sidelined by the rate environment. Strategic buyers pursued opportunities across the food and beverage landscape, while private equity was largely sidelined by the rate environment.

Food 52

Food M&A Mergers and Acquisitions Private Equity 52

The TRADE

JUNE 30, 2025

Budds also most recently worked at Instinet, as an executive director from August 2017 to April 2025, and helped in the development and integration of BlockCross into the firm. Previous experience also includes serving as a vice president at State Street, as well as trading positions at ITG and Cavu Capital.

Equities 52

Equities Business Trading Sale 52

The TRADE

JUNE 9, 2025

Sinet brings 10 years of trading experience to his new position and previously worked as a credit trader at Mizuho from April 2023 to November 2024. Previous companies include Bloomberg Tradebook, Execution, Canaccord, C.I.M Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank.

Capital Market 52

Capital Market Trading Equities Asset Management 52

The TRADE

JUNE 12, 2025

Prior to Panmure Gordon, McCormack has also previously served at RBS, ABN AMRO, Shore Capital, HSBC Securities and GNI. Previously in his career, he also spent seven years at Citi in equity sales trading roles. “We Meroni joins from Sanford Bernstein and also previously served at Lehman, Goldman Sachs, UBS Investment Bank and Nomura.

Electronics 52

Electronics Trading Sale Investment Banking 52

Focus Investment Banking

NOVEMBER 20, 2024

Funding is available through private equity investment and programs provided by the Small Business Administration (SBA). There’s a lot of private equity interest out here,” Strandberg continued. There’s a lot of private equity interest out here,” Strandberg continued. What do I mean when I say specialized? It could be trucks.

Investment Banking 52

Investment Banking Management Investment Bank 52

The TRADE

JUNE 18, 2025

Cboe Clear Europe is offering central clearing, settlement and post-trade lifecycle management of European SFTs in cash equities and ETFs. This service is available to principal lenders, special participant lenders (UCITS and non-UCITS) and borrowers, with settlements conducted across 19 European Central Securities Depositories (CSDs).

Trading 52

Trading Asset Management Finance Finance 52

The TRADE

OCTOBER 31, 2024

BNY has bolstered its trade flow offering, iFlow, with the inclusion of more extensive fixed income and equity data analytics. Specifically, the update will allow for clearer definitions of rotation trade equity, credit, and duration in bonds as iFlow will be able to generate on-demand charts for shorts, holdings, and positioning.

Equities 59

Equities Trading Investors Capital 59

The TRADE

JULY 14, 2025

BNY Buy-side Trading Solutions Legal & General Investment Management (LGIM) equity and foreign exchange trader Jamie Jones is set to leave the firm to join BNY’s expanding outsourced trading refit, as revealed by The TRADE. Prior to this, he worked as a principal, sales trader at Eight Capital from August 2016 to March 2020.

Investment Manager 52

Investment Manager Management Investment Equities 52

The TRADE

JULY 7, 2025

The third hire to Liquidnet’s US equities business is David Ramirez, who joins as a senior member of the high touch and program trading team, following on from his position as a top revenue generator on Instinet’s high touch desk.   Budds also most recently worked at Instinet as an executive director from August 2017 to April 2025.

Asset Management 52

Asset Management Management Securities Investment Manager 52

The TRADE

JUNE 23, 2025

Broadridge has named Kenneth MacHarg as its new managing director, global head of futures and options trading, effective 23 June. The move will see MacHarg leading Broadridge’s futures and options (F&O) platform as part of a push to enhance the solution’s leadership.

Trading 52

Trading Electronics Collaboration Management 52