MergersCorp M&A International

JUNE 25, 2025

M&A Sale of FINMA Asset Management Regulated Portfolio Management and Trustee Activities: Providing specialized advisory for firms engaged in portfolio management of financial instruments and regulated trustee services under the Financial Institutions Act (FinIA).

Advisory

The TRADE

AUGUST 8, 2025

London-based Bastick joins the firm from Singer Capital Markets, where he served as a UK equities market maker from January to July 2025. Prior to this, he worked at Winterflood Securities for more than eight years within the firm’s UK equities market making division as a UK equities dealer.

Capital Market

The TRADE

AUGUST 11, 2025

Prior to this, he worked at Winterflood Securities for more than eight years within the firm’s UK equities market making division as a UK equities dealer.    Previously in his career, he has held positions across investment portfolio and investment management teams at SVS Securities and State Street.    KNG Securities    KNG Securities International (..)

Trading

CNBC: Investing

JULY 28, 2025

Securities and Exchange Commission last week. Securities and Exchange Commission last week. Moves by execs may be followed by investors who are trying to gain insight on the companies. Company insiders at BlackRock , QuantumScape and Goldman Sachs were among those who filed some notable stock sales with the U.S.

Sale

The TRADE

JULY 30, 2025

EquiLend has acquired Trading Apps, a front-office technology provider whose modular trading solutions and messaging services are used by several securities finance desks globally.

Trading

Solganick & Co.

DECEMBER 23, 2024

For example, cybersecurity companies are acquiring complementary technologies to offer more complete security operations platforms for IoT environments. This acquisition enhances Honeywell’s cybersecurity portfolio, particularly in industrial settings.

M&A

The TRADE

JULY 28, 2025

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.   He joins from HSBC, where he served as an equity sales trader in London for almost two years.    Prior to this, he worked at Bell Potter Securities (..)

Trading

Sun Acquisitions

APRIL 25, 2025

This increased competition can drive up deal prices and make it more challenging for PE/VC firms to secure attractive investments. The shift in Investment Focus: PE/VC firms may shift their investment focus away from M&A and towards other strategies, such as portfolio company growth or dividend recapitalizations.

Private Equity

CNBC: Investing

JUNE 23, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. stock market's rally in recent years, propelled by optimism surrounding artificial intelligence (AI) and semiconductor demand.

S&P

CNBC: Investing

JULY 19, 2025

It offers authorization, settlement and funding services, customer support, chargeback resolution, reconciliation and dispute management services, terminal rental, sales and deployment, payment security services, consolidated billing and reporting.

Shares

CNBC: Investing

JUNE 21, 2025

"We continue to see very disciplined behavior from corporates that leaves us wanting to build our portfolios for carry." The Janus Henderson AAA CLO ETF (JAAA) currently has a 30-day Securities and Exchange Commission yield of 5.35%. " Securitized products in particular have attractive income relative to risk, he said.

Portfolio

CNBC: Investing

AUGUST 5, 2025

To avoid the concern that we need to be able to predict the future to successfully invest in the markets, we recently deployed a VIX hedge to our Active Opps portfolio at Inside Edge Capital with a favorable risk-reward ratio. Hopefully we won't need the hedge and will close it at a loss.

S&P

Global Newswire by Notified: M&A

JULY 31, 2025

The borrower also secured an interest rate cap to mitigate future rate fluctuations. Accessibility: Skip TopNav Greystone Provides $45.4 The financing was originated by Christopher Clare, along with David Young, Ryan Harkins, Ben Rubin, Parker Nielsen, and Liam Gallagher.

Finance

CNBC: Investing

JUNE 26, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

S&P

The TRADE

JUNE 16, 2025

Prior to Panmure Gordon, McCormack has also previously served at RBS, ABN AMRO, Shore Capital, HSBC Securities and GNI. Previously, he has served at firms including Citigroup, Lloyds, Demica Finance, and KNG Securities. He has also previously held senior associate and associate positions covering portfolio management at Pimco.  

Capital Market

CNBC: Investing

JUNE 17, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

S&P

CNBC: Investing

JUNE 13, 2025

"We believe that software growth, including database, can improve, which will help mitigate margin/mix impact over time."

Capital Market

CNBC: Investing

JULY 8, 2025

" Raymond James upgrades Parsons to strong buy from market perform Raymond James double upgraded the defense and national security company and says it's a nuclear beneficiary. "Initiate coverage of Vital Farms with an Outperform rating and $45 PT."

Stock

CNBC: Investing

JULY 30, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

S&P

The TRADE

DECEMBER 19, 2024

The London Stock Exchange Group (LSEG) has gone live with historical analytics powered by Snowflake, offering clients greater detail on bond securities. These tools allow customers to back test portfolios, optimise strategies, and manage risk effectively. million bonds with a 20 year look back period.

Book-building

The TRADE

JUNE 17, 2025

The post University of Cambridge Investment Management makes first trade in Nasdaq custom basket futures appeared first on The TRADE.

Investment Manager

CNBC: Investing

JULY 17, 2025

More In Investing trends European companies are jumping on the defense bandwagon as EU plans security splurge Chloe Taylor Despite Trump's tariffs, U.S. "A majority of the flow in our buffer ETFs is not coming from self-directed advisors but really from intermediaries — so financial advisors acting on behalf of their clients.

Investors

CNBC: Investing

JUNE 6, 2025

securitized products and a portfolio manager at Janus. That carry is about 200 basis points over Secured Overnight Financing Rate (SOFR), which is the primary benchmark for CLOs, she added. CLOs in your portfolio While CLOs can be an attractive part of your income portfolio, investors should make sure they are diversified.

Portfolio

The TRADE

FEBRUARY 10, 2025

Further roles at Fidelity International include stints as fixed income trading business manager, senior fixed income change manager, and senior fixed income portfolio analyst. While at the asset manager, she held a fixed income and derivatives front-office support role, and also previously served as a securities processing analyst.

Consulting

Lake Country Advisors

MAY 9, 2025

Owners in the manufacturing, construction, and technology industries often want to secure the highest possible valuation while maintaining a smooth, confidential process. Lake Country Advisors offers the expertise needed to secure a favorable outcome. How Do I Find Potential Buyers?

Middle Market

Global Newswire by Notified: M&A

AUGUST 1, 2025

Today, Commonwealth begins its next chapter supported by LPL’s advanced technology, robust wealth management portfolio, and expanded capital solutions, all while retaining our brand and elevating our respected service experience. Private Securities Litigation Reform Act of 1995. LPL remains on track to achieve its 90% retention target.

Acquisitions

Solganick & Co.

JULY 2, 2025

Google (Alphabet Inc.) : Highly strategic, with a significant reported acquisition of Galileo AI for artificial intelligence, and Wiz in cybersecurity this year, reinforcing their AI and cloud security capabilities. Cisco : Concentrating on networking, security, and collaboration.

Corporation

CNBC: Investing

JUNE 11, 2025

In fact, income generation is one of the firm's top five portfolio ideas for the rest of 2025. "Cash coming into a portfolio can be very important to income investors in particular, but it provides all investors with optionality," she said during a panel discussion Tuesday on the bank's investment outlook.

Portfolio

CNBC: Investing

JUNE 13, 2025

"We came away more confident that NWL is finally on the right track to deliver on the turnaround with a more focused portfolio, efficient systems and logistics that should set NWL as a winner in its categories, in particular as the company is a tariff beneficiary with most of its manufacturing in the U.S. plants and two U.S.

Retail

Cooley M&A

JANUARY 22, 2025

Portfolio optimization through divestitures of noncore assets In addition to pharmas smaller appetite in 2024, pharma companies continued to slim down by shedding nonessential assets to sharpen their strategic focus on core products. billion, while AbbVie secured Aliada Therapeutics with its Alzheimers drug candidate for $1.4

M&A

CNBC: Investing

JULY 17, 2025

This order, the people told the Journal, would call on the Department of Labor and the Securities and Exchange Commission to offer guidance to plan administrators and employers on how to include these assets in retirement plans. Asset managers have already started making inroads into the space.

Stock

Beyond M&A

JULY 30, 2025

We find: Overlapping tools DIY security No real onboarding process Corporate IT in name only It’s not laziness — it’s just the cost of moving fast. And the playbook for 15 people rarely works for 50. The SaaS Stack Tells the Trut This one rarely gets airtime in early investor chats, but always shows up late. And drag becomes risk.

Financial Modeling

Financial Times - Banking

JULY 16, 2025

© THE FINANCIAL TIMES LTD 2025.

Investment Banking

CNBC: Investing

JULY 17, 2025

THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY. THE ABOVE CONTENT MIGHT NOT BE SUITABLE FOR YOUR PARTICULAR CIRCUMSTANCES.

Stock

CNBC: Investing

JUNE 13, 2025

The bank upgraded shares of the cloud security stock to an overweight rating from equal weight. Analyst Andrew Nowinski simultaneously hiked his price target to $385 from $260.

Securities

Cisco: M&A

JUNE 5, 2025

Discover how the CISA and DoD Zero Trust frameworks differ, and gain key insights to navigate the complexities of implementing Zero Trust across civilian and defense sectors.

Portfolio

CNBC: Investing

JULY 10, 2025

securities." dollar Published Thu, Jul 10 2025 8:25 AM EDT Frank Holland @in/frank-holland @FrankCNBC WATCH LIVE (This is a wrap-up of the key money moving discussions on CNBC's "Worldwide Exchange" exclusive for PRO subscribers. dollars flowing overseas and there will be less dollars flowing back into U.S.

Asset Management