Sun Acquisitions

APRIL 25, 2025

Increased capital gains taxes can have a far-reaching impact on the business landscape, with ripple effects extending to various sectors, including private equity and venture capital (PE/VC) investments in mergers and acquisitions (M&A).

Private Equity

The TRADE

JULY 16, 2025

Juan Ferrer Pons has joined Liquidnet as a listed derivatives sales trader, as part of the firm’s wider push to expand its listed derivatives business. In his new role, Ferrer Pons will be based out of Madrid and is set to support the firm’s members in Continental Europe by providing tailored liquidity solutions and helping them navigate local markets (..)

Sale

The TRADE

JULY 28, 2025

Previously in his career, he also served as a senior business analyst in equities at Credit Suisse, working in locations including London, New York, Singapore and Pune. The post People Moves Monday: JP Morgan, Susquehanna, Canaccord Genuity, and more…  appeared first on The TRADE.

Trading

JD Supra: Mergers

JULY 14, 2025

In a typical bull market, private equity sponsors exit out of portfolio assets through IPOs, strategic sales and sponsor-to-sponsor buyouts. But the 2025 deal market has proven to be neither typical nor robust. By: Farrell Fritz, P.C.

Private Equity

How2Exit

NOVEMBER 18, 2024

Jordan Wagner's Multi-Million Dollar Deal Secrets EXPOSED - Watch Here About the Guest(s): Jordan Wagner is the CEO and founder of the Exit Group, a firm specializing in assisting private equity firms and large corporations in acquiring businesses.

IT

The TRADE

JANUARY 7, 2025

Day has been promoted to the role, following 12 years at AFME, where she has previously served as head of equities. As part of the role, she oversaw equity capital markets (ECM), trading and post-trade activities. She also brings extensive experience in investment banking and capital markets to the new role.

Capital Market

The TRADE

JULY 21, 2025

Julian Hewitt has joined Canaccord Genuity Australia as an equity sales trader. Hewitt will be based out of Sydney in his new role, and brings extensive industry experience to his new position, having covered areas including sales trading, Australian equities and equities sales.

Sale

The TRADE

NOVEMBER 12, 2024

Named SmartDark, the equities algorithm is designed to enhance institutional execution by prioritising order routing to venues with larger executions and better price stability. The post Liquidnet launches new equities liquidity seeking algorithm appeared first on The TRADE.

Equities

The TRADE

JULY 3, 2025

Citadel Securities has named Scott Rubner the firm’s new head of equity and equity derivatives strategy. He also served as a vice president at the firm from October 2015 to January 2022. Prior to that, he held a macro emerging market derivatives sales trading role.

Equities

iMerge Advisors

APRIL 13, 2025

Summary of: Asset Sale vs. Stock Sale: What Tech Founders Need to Know When a technology company enters M&A discussions, one of the earliest and most consequential decisions is whether the transaction will be structured as an asset sale or a stock sale. Defining the Structures What Is an Asset Sale?

Sale

The TRADE

AUGUST 11, 2025

He leaves behind his previous role as managing director, head of sales and marketing for Nordics and Netherlands. JP Morgan JP Morgan has unveiled its new global structuring management team, which sees multiple senior staff promotions and expanded roles across asset class and cross-asset areas. 

Trading

The TRADE

JULY 11, 2025

Barclays has appointed Joseph Lee as head of high touch sales trading, Asia Pacific, as part of the firm’s efforts to bolster and diversify its APAC equities business. Lee will be based out of Hong Kong in the role, where he is expected to support the firm’s expansion into high-touch execution and lead high-touch cash trading efforts across the (..)

Sale

Focus Investment Banking

MAY 29, 2025

Led by Cres Ferrell, who brings a background in machining , manufacturing, and private equity, ReNew is thoughtfully building a strong, diversified platform in precision machining and fabrication. Why ReNew Manufacturing Solutions is Bullish on Precision Machining and Fabrication Companies As the U.S.

Manufacturing

Chesapeake Corporate Advisors

MAY 29, 2025

About Caymus Equity Partners Caymus Equity Partners is a leading private equity firm founded in 2001, with offices in Atlanta and New York. The post Valley Lighting Acquired by Caymus Equity Partners appeared first on Chesapeake Corporate Advisors. For more information, visit www.ccabalt.com or call 410.537.5988.

Equities

Chesapeake Corporate Advisors

NOVEMBER 19, 2024

Private equity groups (PEGs) are active buyers in M&A transactions , accounting for $1.3 The sale proceeds that the seller contributes to the transaction, which is commonly referred to as rollover equity , provides an opportunity at a “second bite of the apple” when the PEG later sells the company in a 3–5-year time horizon.

Private Equity

How2Exit

JULY 22, 2025

in equity and securing SBIC-backed debt financing. in equity, and worked with two SBIC lenders to close the deal. As Floor Guard ramps up growth in both installation and product sales, Venki remains hands-on, proving that not all sponsors are deal flippers—some are operators through and through. In their place?

Business

Focus Investment Banking

NOVEMBER 14, 2024

About FOCUS Investment Banking’s MSP Team FOCUS’ Managed Service Provider (MSP) Team, one of North America’s most dynamic and accomplished, has successfully orchestrated transactions with 76 parties in the past five years alone, propelling 12 MSPs into new platforms for private equity sponsors. million to $30 million.

IT

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

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.

Equities

The TRADE

JUNE 16, 2025

Morrison has been with Redburn Atlantic for almost four years, most recently serving as a director in sales trading. She most recently worked at Unicredit, and in her new role will focus on leveraged credit product distribution, working with the leveraged finance team in global investment banking, and sales and trading.

Capital Market

The TRADE

AUGUST 6, 2025

The new offering is set to unify the previously separate structuring teams across sales, trading and banking, and addressing the evolving needs of JP Morgan’s institutional clients through providing solutions. Also joining is Jacob Lindewald, who is set to manage the team’s rates and FX division.

Management

MergersCorp M&A International

NOVEMBER 16, 2024

With a deep understanding of the unique dynamics of the sports market, MergersCorp is well-equipped to guide the club through every phase of the sale process, from valuation and positioning to negotiations and finalizing the transaction.

M&A

The TRADE

MAY 23, 2025

Jack Tierney, former Credit Suisse equity trader, has joined the cash equities trading team at BNP Paribas, The TRADE can reveal. He joins BNP Paribas in its cash equities trading team after most recently serving in Credit Suisses equity execution services division in a senior client coverage and multi-product trading role.

Equities

The TRADE

JULY 21, 2025

During his time at the exchange, he served as head of equities and executive director, as well as covering various product management roles in equities.   After leaving SIX, he joined Citadel Securities as head of EMEA business development in March 2024.   Marex Serhan Eryuksel has joined Marex’s outsourced trading team, focused on sales in the (..)

Trading

iMerge Advisors

APRIL 9, 2025

A Strategic Guide for Founders and CEOs For software founders contemplating a sale, the question of valuation is often the firstand most complexhurdle. Strategic buyers continue to pay premiums for synergistic acquisitions, while private equity firms are increasingly active in platform and add-on deals.

Valuation

The TRADE

JUNE 12, 2025

Morrison has been with Redburn Atlantic for almost four years, most recently serving as a director in sales trading. Previously in his career, he also spent seven years at Citi in equity sales trading roles. “We Also departing are Sam Dawson and Courteney Morrison.

Electronics

Focus Investment Banking

JULY 8, 2025

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 extensive experience working opposite private equity acquirers tells us that a structured process is best. Our healthcare services clients (e.g.,

Healthcare

The TRADE

JUNE 26, 2025

Andrew Ko has been named head of Korea sales as part of the firm’s efforts to expand their APAC footprint. His focus is set to be on expanding institutional client engagement in Korea across asset classes including structured equities, fixed income and quantitative investment strategies.

Sale

How2Exit

JUNE 16, 2025

Post-Exit Transition : Unlike many founders, she stayed on for three years post-sale to support the acquirer’s team—a 100-year-old company that had previously struggled with a hands-off acquisition.

M&A

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. During his time at Stifel, Kilfoy served as a managing director in trading, covering liability and sales trading.

Investment Manager

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

The TRADE

JUNE 30, 2025

He served as a managing director at the firm, based out of New York. Speaking to his appointment, Turner said: “Clients today are navigating increasingly complex markets and they’re looking for execution partners who can combine scale, insight, and flexibility.

Equities

Mergers and Inquisitions

JUNE 11, 2025

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. Any press releases or commentary on it – ideally, original work on sites like Substack rather than junk from copy/pasted or AI-generated sources.

M&A

Lake Country Advisors

AUGUST 6, 2025

Your timeline, your involvement after the sale, and the way your business is run going forward are all influenced by who takes over. Investor Buyer : This includes private equity firms, family offices, or individual investors who see your business as an opportunity for return on investment. Each buyer type yields a distinct outcome.

Investors

Focus Investment Banking

JULY 17, 2025

The Perils of Customer Concentration in M&A In the first half of 2025, we had the unfortunate experience of having to withdraw from the market two separate manufacturing businesses while they were in the middle of a sale process. The effect on the valuation and/or sale, is usually significant. Important information to be sure.

M&A

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

iMerge Advisors

APRIL 10, 2025

Whether you're a SaaS founder contemplating a strategic sale, a private equity firm seeking a bolt-on acquisition, or a CEO navigating unsolicited interest, choosing the right M&A advisor is a critical decision one that should be informed by more than just brand recognition.

M&A