JD Supra: Mergers

AUGUST 8, 2024

Below is his conversation with Gary Grote, Managing Director at Bridgepoint Investment Banking, which focuses on capital raising and M&A advisory solutions. Gary focuses on deals in the healthcare, leveraged finance, financial services, and real estate industries.

M&A

JD Supra: Mergers

OCTOBER 1, 2024

UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024 — Brokers / Corporate Finance - Mid-market investment banks consolidate at the fastest rate yet—Panmure Gordon & Liberum, Redburn (Europe) & Atlantic Equities and Cenkos Securities & FinnCap Group mergers reshape the City skyline.

Corporate Finance

The TRADE

JANUARY 16, 2024

Panmure Gordon and Liberum are set to merge to create the UK’s largest independent investment bank, with ex-Barclays executive Rich Ricci stepping into the chief executive role of the combined entity. The deal comes just three months after Deutsche Bank completed the acquisition of institutional broker Numis for £410 million.

Investment Banking

American Banker - Investment Banking

JANUARY 30, 2024

Generative artificial intelligence could streamline numerous operations across the financial services landscape, from building investor presentations to processing regulatory and legal documents.

Investment Banking

Sica Fletcher

AUGUST 6, 2024

Our research team’s latest report compares the top insurance agency investment banks of 2024. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry.

Investment Banking

Wizenius

JULY 26, 2023

In the past, before foreign banks entered India and the rise of MBA programs, Chartered Accountants (CAs) dominated the financial services sector and finance jobs. With the expansion of investment banking in India, CAs have been presented with new opportunities and challenges.

Investment Banking

Mergers and Inquisitions

AUGUST 6, 2025

I’ve covered the topic of artificial intelligence several times on this site, including why I stayed away from enterprise AI startups last year and a quick review of ChatGPT for investment banking a month after it launched. Why I’m Taking a Fairly Relaxed Attitude AI for Financial Modeling: What “Prompted” This Article?

Financial Modeling

Mergers and Inquisitions

JULY 17, 2024

If you have the option to work in finance in different parts of the world, investment banking in India should be at the bottom of your list. I always advise students that it’s best to start in a global financial center, such as New York or London , and that is part of the rationale here as well.

Investment Banking

OfficeHours

JUNE 2, 2023

When you are a junior at a financial service firm, your job is to complete deliverables and take orders – nobody cares about your opinion, because quite frankly, you do not have enough seniority and experience in the field to the point where your opinion could be justified in any capacity. investment banking, private equity , VC, etc.)

Private Equity

OfficeHours

JUNE 2, 2023

When you first decide to enter the world of private equity, you will undoubtedly be more overwhelmed than you were when you entered investment banking recruiting. When it comes to investment banking, there are only so many investment banks that you can choose from. GTCR has invested more than $8.5

Private Equity

Global Banking & Finance

SEPTEMBER 10, 2024

The financial services industry is at a critical juncture. Despite staggering investments, banks are still struggling with digital transformation. Let’s dive into the tangled web of challenges banks face, the failed promises of past solutions, and take a look at what I believe to be the […]

Banking

The TRADE

SEPTEMBER 19, 2023

Lackenby joined the bank two years ago from broker Market Securities. Prior to this he worked at financial services firm Cantor Fitzgerald for thirteen years. Brodie enjoyed stints with brokers BTIG and United First Partners before joining the US bank two years ago. Citi declined to comment.

Trading

Razorpay

AUGUST 9, 2023

Huge corporations have investment banks. The answer: Merchant banks. Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. What is a Merchant Bank? What do medium to big-sized businesses have?

Banking

The TRADE

SEPTEMBER 10, 2024

Across the investment lifecycle, investment and operations teams can increase revenue, reduce costs and better manage risk, the firm claims. “I Santander Corporate and Investment Banking (Santander CIB) acted as the exclusive financial advisor to FINBOURNE in this transaction.

Funds

Accenture Capital Markets

APRIL 3, 2025

This blog explores a practical use case for leveraging such agents in middle and back office operations of investment banking. Challenges to automating exception handling in Financial Services Financial Services is a regulated industry.

Trading

Growth Business

AUGUST 15, 2023

So says Lee Chin Jian, vice-president at boutique investment bank DAI Magister , which has offices in New York and in London, and has advised tech startup clients which have been sold to Apple, Nokia, NVIDIA, Shell, Ziff Davis and others.

Business

OfficeHours

FEBRUARY 26, 2024

If you are anything like me, I entered the financial services industry a few years ago with a naive sense of job security. From my personal experience, securing an investment banking internship in my junior year of college set me up for a full-time offer and launched the rest of my career. and how our process works.

Finance

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.

Asset Management

American Banker - Investment Banking

MARCH 28, 2024

Mariya Rosberg is named Americas head of banking and financial services at Marsh McLennan's Oliver Wyman unit; startup ZayZoon raised $15 million in a new funding round; and more in the weekly banking news roundup.

Financial Services

The TRADE

SEPTEMBER 2, 2024

Didier Gaffinel Through the partnership, Kepler Cheuvreux has established a local presence in the UAE through the opening of a new office in the Dubai International Financial Centre and will initially cover equity research and distribution in the Gulf region including the UAE and Saudi Arabia.

Equities

The TRADE

JUNE 19, 2023

Previously, Williams served as an investment account manager at Northern Trust. Elsewhere in his career, Williams held a pricing analyst role at Financial Times and a junior business development role at Deloitte. Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales.

Sale

OfficeHours

MARCH 6, 2024

Written by a Top OfficeHours Female Coach If you are anything like me, I entered the financial services industry a few years ago with a naive sense of job security. From my personal experience, securing an investment banking internship in my junior year of college set me up for a full-time offer and launched the rest of my career.

Finance

The TRADE

SEPTEMBER 20, 2023

The investment bank’s strategy does not change post the deal and it wants to maintain its leading position in equities, one source added. The Swiss bank is not the only financial services firm cutting headcount in its trading and investment banking unit in London.

Equities

4Degrees

JANUARY 30, 2023

For deal-driven teams (venture capital, private equity, financial services, real estate, etc.), it’s all about who you know. And keeping track of your network is crucial for success. Unfortunately, traditional relationship management systems have not been designed with dealmakers in mind.

Private Equity

Peak Frameworks

MAY 2, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Innovation in financial services: Freed from stringent regulations, institutions can develop new products and services.

IT

Solganick & Co.

FEBRUARY 16, 2022

was the exclusive financial advisor to Waypoint in its completed M&A transaction. with expertise in the healthcare and financial services industry sectors. Similar to Waypoint, Wipfli has specialized knowledge in the healthcare and financial services industries. Solganick & Co.

Consulting

The TRADE

NOVEMBER 15, 2023

Brodie was employed by brokers BTIG and United First Partners, and investment banks Jefferies and Bear Stearns, prior to joining Citi. The Olivetree Group was acquired in March last year by London-based trading solutions provider Alvar Financial, as reported by The TRADE. The new hires started this week.

Mergers and Acquisitions

Razorpay

MAY 23, 2023

Regular retail banks provide financial services to individuals but are not equipped to service businesses. Corporate banking provides businesses financial services like account holding, loans, capital, vendor management, and more. Corporate banking is a branch of banking optimized for businesses.

Retail

The TRADE

SEPTEMBER 25, 2023

Previously in his career, he served as president and chief executive of TD Ameritrade Holding Corporation for eight years and as vice chairman of TD Bank Financial Group. Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank. Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank.

Sale

Mergers and Inquisitions

AUGUST 16, 2023

As with investment banking in Hong Kong , I can summarize private equity in China in one sentence: “If you’re not Chinese, don’t even think about it, and even if you are Chinese, it’s best if you have great connections within the CCP and want to stay in China long-term.” is better for domestic funds. for a few years.

Private Equity

The TRADE

AUGUST 2, 2024

Panmure Gordon and Liberum confirmed they were set to merge in January to create the UK’s largest independent investment bank, with ex-Barclays executive Rich Ricci stepping into the chief executive role of the combined entity. billion, and Deutsche Bank agreeing to acquire institutional broker Numis in a £410 million deal.

Asset Management

Peak Frameworks

JUNE 27, 2023

For instance, Goldman Sachs , a prominent investment banking giant, asserts in its mission statement: "Our mission is to provide superior returns to our shareholders." for example, succinctly outlines its commitment to its customers and stakeholders in its mission statement: "To be the best financial services company in the world."

Investors

MergersCorp M&A International

NOVEMBER 1, 2024

Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations. Their value is determined not only by their financial metrics but also by qualitative factors, market position, and growth potential.

Asset Management

The TRADE

NOVEMBER 6, 2023

Prior to joining Aquis, Clelland was chief operating officer at HSBC Investment Bank corporate finance division and of Shearman & Sterling in London. Stevens joined Aquis in 2021 and had previously held various senior roles across financial services and technology.

Sale

Solganick & Co.

DECEMBER 21, 2023

The company went after verticals it believed might be especially underserved, like healthcare, financial services, advertising, retail and entertainment — and claimed to count several Fortune 500 brands in its customer base. A native app on Snowflake, Samooha provides a no-code UI customers can use to access and build clean room apps.

M&A

Solganick & Co.

DECEMBER 27, 2023

AI in Financial Services : AI’s application in financial services, such as for fraud detection, algorithmic trading, and personalized financial planning, is growing. is a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies.

Mergers and Acquisitions

TM Capital

AUGUST 8, 2024

Fitt remarked, “Figuring out how to be effective [as an investment banking advisor], with what level of insistence, with what level of data and with what level of support from other people, was difficult for anybody. Fitt shared her own experience of being nudged into investment banking by a professor who saw potential in her.

Book-building