Beyond M&A

FEBRUARY 10, 2025

We assessed a firm that used orchestrated AI in financial services. It is considered written and oral input and gets to work once the salesperson has completed their call with the prospect. It’s a brilliant application of AI, increasing efficiency and systemising something as ‘simple’ as a loan decision.

M&A 130

M&A IT Financial Services Business 130

Global Newswire by Notified: M&A

JUNE 10, 2025

(“Purpose” or “Purpose Unlimited”), a rapidly growing Canadian financial services firm, announced today that it has completed its acquisition of Steadyhand Investment Management Ltd. billion in assets serving Canadian investors. and Steadyhand Investment Funds Inc.

Acquisitions 52

Acquisitions Financial Services Investment Manager Funds 52

The TRADE

NOVEMBER 27, 2024

I have been fortunate to have been a part of this industry and journey together with our talented team, supportive investors, and the trust of our clients who have believed in our mission from our inception.”

Capital Market 64

Capital Market Trading Financial Services Capital 64

CNBC: Investing

JUNE 29, 2025

So many mainland-based investors bought the Hong Kong-listed stock that Guotai's total trading value ranked first on the exchange on Wednesday and Thursday, exceeding that of Alibaba, according to Wind Information. A growing trend among companies Other Chinese companies are jumping onto the trend.

Stock 84

Stock Trading Investment Business 84

CNBC: Investing

JULY 1, 2025

That's two from financial services, one from information technology, one utility, and one from communications services. For investors, if you're going to pull the trigger early in anticipation, I like $240 as a line in the sand, just below the rising 200-day. Update each week as the closing prices come in.

Stock 77

Stock S&P Investment Media 77

Global Newswire by Notified: M&A

JUNE 27, 2025

Over the past 24 years, we’ve been a trusted partner for top law firms, lenders, and private equity investors, tackling some of the most complex and high stakes matters. We have one of the strongest teams in the industry and are well poised for continued growth. We are well organized, well financed and committed to our clients.

Advisory 96

Advisory Private Equity Consulting Accountant 96

Razorpay

JUNE 11, 2025

At a time when mutual fund investing felt complex, Scripbox brought clarity by curating a limited set of schemes tailored for first-time investors. With deep expertise in financial services and technology, the team laid the foundation for one of India’s earliest and most trusted digital wealth platforms.

Management 52

Management Collaboration Funds Portfolio Management 52

The TRADE

JULY 27, 2023

BlackRock and JFS are set to form a 50:50 joint venture – to be known as Jio BlackRock – focused on delivering tech-enabled access to affordable investment solutions for investors in India. The innovative partnership is set to benefit millions of investors, pending regulatory and statutory approvals.

Asset Management 97

Asset Management Financial Services Management Investment 97

PE Hub

JUNE 21, 2023

Kohlberg will remain a a minority investor and partner with The Vistria Group to further accelerate the growth of USRBP. The post The Vistria Group takes controlling stake in financial services firm U.S. Retirement & Benefit Partners appeared first on PE Hub.

Financial Services 80

Financial Services Investors 80

Accenture Capital Markets

SEPTEMBER 5, 2023

In recent years, this technique has captivated large financial services players given its potential to help drive down labor costs, reduce human errors and improve the customer experience. The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing.

Investors 94

Investors Financial Services Insurance Investment 94

CNBC: Investing

JANUARY 9, 2025

Investors are hoping to tap into a growing trend in financial services the migration of capital into private markets from public.

Capital 116

Capital Financial Services Stock Investors 116

The TRADE

JULY 5, 2023

AB has been granted a Category 4 Licence from the Dubai Financial Services Authority (DFSA), the independent regulator of financial services conducted in the DIFC. We are confident that with the opening of its new office in DIFC, AB is poised to become a leading player in the region’s financial industry.”

Asset Management 111

Asset Management Financial Services Financial Institution Investors 111

The New York Times: Banking

JUNE 14, 2023

A breather in the central bank’s anti-inflation policy is expected, but with still-rising inflation has investors bracing for another raise later this year.

Investors 73

Investors Financial Services Financial Institution Corporation 73

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 56

Investment Banking Financial Services Investment Banking 56

The TRADE

JUNE 17, 2024

Nasdaq already has a range of technology partnerships across the Indonesian financial system, including providing surveillance technology to Indonesia’s Financial Services Authority, OJK; the technology platform that underpins Indonesia’s central securities depository, KSEI; and its Calypso treasury solution to Bank Indonesia.

Stock 116

Stock Capital Market Architecture Trading 116

Global Newswire by Notified: M&A

MAY 7, 2024

May 07, 2024 (GLOBE NEWSWIRE) -- Multifamily owner-operator and investment manager Pacific Urban Investors (“Pacific”) has acquired Viridian, a 420-unit apartment community in Greenwood Village, CO. PALO ALTO, Calif.,

Portfolio 40

Portfolio Investors Telecommunication Acquisitions 40

Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

Investment 111

Investment Funds Capital Investors 111

The TRADE

JANUARY 16, 2024

Specialist financial services investor, Atlas Merchant Capital, is backing the merger, providing enough liquidity to support Panmure Liberum’s long-term strategic ambitions. The new combined entity will have offices in Cambridge, Guernsey, Leeds, London, and New York.

Investment Banking 111

Investment Banking Mergers Bank Banking 111

The TRADE

SEPTEMBER 10, 2024

The development has enabled six investors to follow-on from their original investment and four additional investors to join the group of firms with a stake in FINBOURNE. Thomas McHugh The secondary funding round brings the total to over £100 million, making it one of the largest series B raises in the UK.

Funds 64

Funds Financial Services Investors Investment Banking 64

Global Banking & Finance

JULY 13, 2023

Ethical banking and Islamic finance – the path to responsible banking Khofiz Shakhidi, Chairman, Alif Bank In recent years, the global financial landscape has witnessed a significant shift in market attitudes towards banking and finance. Instead, […]

Finance 52

Finance Finance Banking Bank 52

The TRADE

AUGUST 30, 2024

We believe that this will promote innovation in the Japanese capital markets in ways that increase competitiveness, reduce trading costs and provide more choices for investors,” confirmed Masakatsu Yamada, representative director and chief executive at Japannext.

Financial Services 64

Financial Services Capital Market Trading Capital 64

Business Standard - FInance

MAY 29, 2023

The fund was raised at INX's Global Securities Market (GSM), GIFT International Financial Services Centre (IFSC) at Gandhinagar from global investors. This demonstrates strong investor confidence in the country's largest bank and paves the way for a strong pipeline of foreign currency bond issuances this year, it said.

IT 52

IT Financial Services Funds Capital Market 52

Global Banking & Finance

NOVEMBER 21, 2024

In the financial services industry, secure and efficient management of digital single authoritative copies (SAC) is essential. Vervent’s eVault solution provides a powerful, secure digital storage and management platform tailored to the needs of originators, warehouse lenders, custodians, securitizations, investors, and servicers.

Management 40

Management Securities Financial Services Capital Market 40

Accenture Capital Markets

SEPTEMBER 5, 2023

The financial services industry—including asset managers—has had an interesting relationship with Silicon Valley. Asset managers can, and should, make this a priority too in light of this new competitive threat and changing investor dynamics. A day later, stock prices across the health sector fell.

Asset Management 96

Asset Management Management Financial Services Funds 96

The TRADE

JANUARY 3, 2024

A key part of these innovations will be how retail orders are executed in Europe, as a consolidated tape becomes a benchmark for retail investors for best execution. Regulation must establish a framework that encourages innovation while protecting consumers and maintaining financial stability.

Trading 111

Trading Capital Market Capital Economics 111

Accenture Capital Markets

JANUARY 22, 2024

The underlying question from a financial services perspective is therefore how to prove that sustainability-related investments are delivering against their “green” promise in a clear and reliable way? And it’s not just investors who want this proof. But whatever commitments were made by governments and corporations alike (e.g.,

Investment 103

Investment Investors Finance Finance 103

The TRADE

DECEMBER 6, 2023

The reversal came as part of efforts to boost the attractiveness of the UK’s financial services sector in what could potentially be the latest divergence in regulation from the EU following Brexit. Of all the bits of the financial markets, it is the one that seems to penetrate most globally.

Investment 106

Investment Financial Market Broker Public Trading 106

The TRADE

OCTOBER 16, 2023

million, as investors shunned mid and small-cap stocks. Winterflood isn’t the only financial services firm cutting headcount in equities in London. The job cuts are a reflection of a wider malaise in UK equity markets. In September, Winterflood, a division of Close Brothers, said annual profits had collapsed by 75% to £3.5

Profitability 64

Profitability Financial Services Trading Equities 64

The TRADE

JANUARY 24, 2024

Chris Lawn, chief executive of Elwood, asserted: “Institutional investors are increasingly looking for a digital asset SaaS platform that meets robust regulatory standards akin to those in traditional finance. In addition to its EMS, Elwood’s SaaS platform includes risk representation and analytics tools.

Financial Services 64

Financial Services Capital Finance Finance 64

The TRADE

MAY 30, 2023

Prior to that, she held positions at Trust Company of the West (TCW) and CBRE Investors. He has more than 15 years of experience in the financial services sector, having worked in account management for global financial software vendors. This specifically relates to: trading, portfolio management, and risk management.

Accountant 64

Accountant Portfolio Management Management Asset Management 64

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 59

Equities Capital Market Financial Services Investment Banking 59

Razorpay

AUGUST 9, 2023

Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. Merchant banking is a special branch of banking that provides financial services to medium to small-sized businesses. What is a Merchant Bank?

Bank 52

Bank Banking Business Underwriting 52

The TRADE

SEPTEMBER 19, 2023

Fred’s familiarity with Cboe’s business, combined with his multi-decade experience in the financial services industry, will provide stability and reinforce the company’s commitment to growth for Cboe, its associates, customers, index partners, and investors during this period of transition,” added Farrow.

Financial Services 52

Financial Services Insurance Trading Corporation 52

The TRADE

JULY 3, 2023

The firm is currently in the process of gaining a financial services license from Hong Kong’s Securities and Futures Commission (SFC) and exploring exchange membership options with Hong Kong Exchanges and Clearing (HKEX) to begin market making in index futures and options and cash equities towards the end of this year.

Trading 72

Trading Financial Services Business Equities 72

Cooley M&A

DECEMBER 14, 2020

On November 24th, Burson Cohn & Wolfe (BCW) brought together experts from across financial services to discuss current activity and prospects for special purpose acquisition companies (“SPAC”). Direct listings were simply a liquidity event for private investors and employee shareholders until the summer of 2020.

IPO 52

IPO Mergers and Acquisitions Investors Private Equity 52

Software Equity Group

DECEMBER 21, 2023

Software Equity Group closely monitors M&A activity, historical trends, and insights from the investor and strategic buyer community to paint a more complete picture of what’s happening. SEG Principal Austin Hammer notes that “Buyers and investors are looking for sticky, durable software businesses with a certain financial profile.

M&A 52

M&A Valuation Private Equity Investors 52

Peak Frameworks

JUNE 27, 2023

The Impact of a Strong Mission Statement A well-crafted mission statement serves as a magnet that can attract investors and clients while fostering a talented and committed workforce. This clear and concise statement effectively communicates the firm's commitment to its investors, establishing a solid foundation of trust.

Investors 52

Investors Investment IT Risk Management 52