The TRADE

JANUARY 10, 2025

MetLife Investment Management (MIM) has reached a definitive agreement to acquire three investment teams and assets managed by Mesirow, an independent financial services firm. 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.

Management 69

Management Investment Asset Management Investment Manager 69

Focus Investment Banking

JULY 9, 2025

How Investment Bankers are Different than Brokers Why Dental Business Owners Choose Bankers Over Brokers When it comes time to sell, many dental practice owners are unsure whether to work with a broker or a banker. Investment bankers run structured, competitive processes that drive up valuations.

Broker 52

Broker Investment Healthcare Negotiation 52

Beyond M&A

JULY 24, 2025

So when it comes to real diligence, the investor (or buyer) has to critically assess your business for themselves. They need to reassure their Investment Committee, their LPs, and their conscience that this isn’t just marketing polish — it’s real. And so, they miss out on the forced clarity that investor scrutiny brings.

Investors 130

Investors IT Private Equity Government 130

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. Off-Cycle Private Equity Recruiting, Part 1: Who Should Care? Europe and the U.K.

Private Equity 98

Private Equity Recruitment Equities Middle Market 98

MergersCorp M&A International

JULY 5, 2025

The journey typically unfolds in several distinct phases: The SPAC IPO: The process begins with a group of experienced sponsors (often seasoned investors, entrepreneurs, or industry experts) forming a shell company with no existing operations. This SPAC then conducts an IPO, selling units typically priced at $10 each, to public investors.

IPO 52

IPO Mergers and Acquisitions Capital Capital Raising 52

JD Supra: Mergers

MAY 8, 2025

To help businesses, owners, investors, and deal professionals better understand the evolving M&A market, Robert Connolly a partner in LPs Corporate Practice Group and leader of LPs Independent Sponsor and Private Equity teams shares a series of conversations with M&A experts. By: Levenfeld Pearlstein, LLC

M&A 152

M&A Private Equity Investment Banking Corporation 152

Growth Business

JULY 16, 2025

For example, manufacturers often use ABL to invest in additional stock for busy periods, while service-based companies may leverage receivables to fund growth. This approach can enhance returns on equity while preserving control. But how do you find an angel investor network and what are they looking for?

Debt 91

Debt Business Funds Finance 91

The TRADE

JUNE 17, 2025

The first trade in Nasdaq custom basket futures has been made by University of Cambridge Investment Management (UCIM) with a notional value of €80 million. Julian Butterworth Nasdaq custom basket futures allow investors to create a custom-made equity basket, specified by return type, currency, and chosen from a pool of equities.

Investment Manager 52

Investment Manager Trading Management Investment 52

Chesapeake Corporate Advisors

MAY 29, 2025

In addition to Mr. Brasel, CCAs investment banking team on this transaction included Director Katie Kieran and Associate Kevin Afriyie. About Caymus Equity Partners Caymus Equity Partners is a leading private equity firm founded in 2001, with offices in Atlanta and New York.

Equities 52

Equities Middle Market Investment Banking Private Equity 52

Chesapeake Corporate Advisors

NOVEMBER 19, 2024

Private equity groups (PEGs) are active buyers in M&A transactions , accounting for $1.3 trillion in dry powder, which is a massive amount of cash to deploy and invest in businesses. In a typical rollover deal structure, the seller would invest 15% – 20% of the deal proceeds in the equity rollover.

Private Equity 52

Private Equity Equities IT Investment Banking 52

CNBC: Investing

JUNE 6, 2025

John Marshall of Goldman's derivatives research team said in a note to clients that buying call options ahead of corporate investor days and analyst days tends to be a winning strategy. Goldman identified more than a dozen companies with investor days this month as potential call option candidates.

Stock 52

Stock Investors Media Investment 52

Focus Investment Banking

JUNE 9, 2025

Private Equity Continues Push Into Professional Services There was a time in the not too distant past when private equity investors eschewed investments in accounting and consulting firms. The ill-timed departure of a key employee (or two) or a hiccup in the economy could easily spell doom for an investment.

Professional Services 52

Professional Services Private Equity Equities Investors 52

Focus Investment Banking

JULY 8, 2025

Breaking Down the FOCUS Sell-Side Process FOCUS Investment Banking is a leading sell-side advisor serving middle market companies. Our clients are usually founder-owned businesses that work with us on their first sale transaction, often to a larger company or private equity-backed group. Our healthcare services clients (e.g.,

Healthcare 52

Healthcare Investment Banking Negotiation Financial Statement 52

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. AI and Automation: Increased investment in AI and automation technologies is expected to drive M&A activity in these sectors. About Solganick & Co.

M&A 52

M&A Mergers and Acquisitions IT Valuation 52

CNBC: Investing

JULY 19, 2025

per share) Stock Chart Icon Stock chart icon Global Payments in 2025 Activist: Elliott Investment Management Ownership: n/a Average Cost: n/a Activist Commentary: Elliott is a very successful and astute activist investor. Stock Market Value : $19.98B ($81.93 billion and Issuer Solutions at $13.5 billion.

Shares 81

Shares IT Mergers and Acquisitions Management 81

Private Equity Info

JULY 1, 2025

In today’s deal environment, where platform investments have slowed, many private equity firms are doubling down on add-on acquisitions as a strategic growth lever. To identify the leaders in this space, we analyzed our M&A database to determine the most active private equity players executing add-on deals.

Private Equity 52

Private Equity Equities IT M&A 52

Focus Investment Banking

FEBRUARY 4, 2025

Business owners often dont know where to start with these steps when considering a sale or investment deal. Financial Buyers : These are typically investment companies, such as private equity firms, with no prior investment in your industry. What are the key terms I should negotiate in a sale or investment deal?

Sale 52

Sale Negotiation Private Equity Business 52

Solganick & Co.

DECEMBER 25, 2024

The rise of generative AI in particular has put digital transformation at the forefront for many executives and investors, driving deals to acquire cutting-edge AI capabilities. This is prompting both established companies and private equity firms to acquire specialized IoT software providers that cater to specific industries.

M&A 40

M&A Mergers and Acquisitions Acquisitions Funds 40

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. not banks or investment firms).

Corporate Finance 106

Corporate Finance Finance Finance Corporation 106

CNBC: Investing

JUNE 30, 2025

Investors heading into Monday's session were looking at financials as the sector outperforms. "You also have very steady retail demand and buybacks, we have been looking at $7 billion-$8 billion daily into equity markets. Worldwide Exchange airs at 5 a.m. ET each day.) I would careful calling for much higher market."

S&P 82

S&P Stock Media Investment 82

The TRADE

JULY 4, 2025

Read more – Conscious usage of TCA: Making trade analytics more actionable Speaking to his own approach, Böss shared: “We’ve been teaming up with risk and compliance on data sets.  The post Buy-side trading heads unpack what it really means to do more with less appeared first on The TRADE.

Trading 52

Trading IT Asset Management M&A 52

MergersCorp M&A International

NOVEMBER 16, 2024

MergersCorp M&A International, a leading investment banking advisory firm specializing in mergers and acquisitions, is proud to announce the acquisition of the official sell side mandate for one of Italy’s most prestigious Serie A soccer clubs.

M&A 52

M&A Securities Mergers and Acquisitions Investment Banking 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. FreshEdge is no stranger to M&A the deal with Frontier Produce represents FreshEdges seventh acquisition since Wind Points initial investment in 2022.

Food 52

Food M&A Mergers and Acquisitions Private Equity 52

CNBC: Investing

JUNE 9, 2025

"We view eToro as a clear share gainer in retail trading/investing. " Needham initiates coverage of eToro as a buy, sets price target of $80 per share The investment firm called eToro "the social network trading platform," while its price target is 16% above the stock's Friday closing price.

IPO 63

IPO Trading IT Retail 63

Mergers and Inquisitions

JANUARY 8, 2025

Ive said before that nothing on this site is meant to be investment advice. That said, my annual investment/market updates always get a lot of traffic, so I thought it might be interesting to follow up on this years update with more of an advice article. If youre reading this right now, youre probably much younger than me.

Investment 59

Investment Portfolio S&P Trading 59

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

Mergers and Inquisitions

JUNE 11, 2025

Are you recruiting for investment banking roles to double your compensation? The investor presentation for the deal. 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. Why or why not?

M&A 59

M&A Debt Mergers and Acquisitions Banking 59

The TRADE

JUNE 25, 2025

Rowe Price’s Toby Baker and M&G Investments’ London-based equities dealing desk, respectively. You’ll also find a Big Interview with Janus Henderson Investors’ fixed income trader and former Rising Star of Trading and Execution Khursheda Fazylova.

Trading 40

Trading Funds M&A Investors 40

Solganick & Co.

DECEMBER 23, 2024

The rise of generative AI in particular has put digital transformation at the forefront for many executives and investors, driving deals to acquire cutting-edge AI capabilities. This is prompting both established companies and private equity firms to acquire specialized IoT software providers that cater to specific industries.

M&A 40

M&A Mergers and Acquisitions Acquisitions Funds 40

Mergers and Inquisitions

JANUARY 22, 2025

We sometimes get questions about why we dont offer an equity research course. People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. IB is all about deals , while ER is all about coverage.

Investment Banking 64

Investment Banking Equities Bank Banking 64

The TRADE

JULY 2, 2025

Hopefully most of the heavy lifting has already been done with the US move, but there’s going to be a need to ensure that deadlines are appropriate for Asian investors to be able to fulfil the needs for T+1 settlement.” If you’re an international investor the more markets that you have that settle at the same time the easier.”

Trading 59

Trading Investors Management Investment 59

CNBC: Investing

JUNE 6, 2025

Analyst Chris Schott said in the firm's June outlook for biopharma that the sector's poor performance can be traced back to concerns over President Donald Trump's tariffs and his " most favored nation " executive order.

S&P 52

S&P Stock Pharmaceutical Media 52

The TRADE

JULY 11, 2025

An area like fixed income trading has been historically fairly specialist, but is now being covered along with other asset classes such as commodities, FX and equities, as buy-side firms are not able to increase headcounts. These insights, which can inform trading and investment decisions, are becoming a key focus of discussion.

Trading 52

Trading Electronics IT Business 52

Mergers and Inquisitions

DECEMBER 4, 2024

This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector.

Investment Banking 106

Investment Banking Banking Bank Investment 106

The TRADE

JUNE 30, 2025

Kepler Cheuvreux and Unigestion have launched joint public equities asset management company, Kepler Unigestion, following the close of transaction and regulatory approvals. Specifically, the partnership is set to focus on quantitative strategies for listed equities.

Asset Management 52

Asset Management Management Equities Investment 52

iMerge Advisors

APRIL 13, 2025

A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors. Executive Summary High-level overview of the business Key investment highlights Summary of financial performance and growth trajectory Transaction rationale (e.g.,

Valuation 40

Valuation M&A Mergers and Acquisitions Sale 40

Lake Country Advisors

JUNE 11, 2025

If the buyer wants to reduce risk or avoid existing obligations: Buyers who are cautious or investment-focused may lean toward asset purchases. If the buyer is an institutional investor or private equity firm: These groups often have a set framework for how they buy businesses.

Sale 52

Sale Business Stock Broker 52