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Exit Planning Through an Investment Banker’s Lens

Focus Investment Banking

Stay Current Leaning heavily on one product, service, outdated technology or critical piece of equipment is a risk. Proper risk management before a sale means diversifying offerings and updating facilities and equipment ahead of time. These are called addbacks, and are extremely important to valuation.

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Agentic AI Musings

Beyond M&A

For VC and PE investors, the rise of Agentic AI presents a massive opportunity to capitalize on the next wave of technological innovation. From algorithmic trading and risk management to fraud detection and customer service, the applications are vast and varied. Financial services, too, are ripe for disruption by Agentic AI.

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EIB Working Paper 2025/06 - Who’s most at risk? A global index of climate risk for countries

European Investment Bank

This publication presents a comprehensive index assessing climate risk for over 170 countries, distinguishing between physical and transition risks while accounting for adaptation and mitigation capacities.

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The TRADE predictions series 2025: Post-trade and the shift to T+1 – part two

The TRADE

Whilst drawing lessons from the US T+1 rollout this year can provide guidance, the unique complexities of cross-border markets, spanning multiple currencies and infrastructures, present new challenges requiring bespoke strategies.

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Best Stocks: A company that's indispensable to its customers with a stock in a pristine uptrend

CNBC: Investing

FAST dedicated an entire slide in their presentation to the current trade situation (via Fastenal): The CFO noted they have been proactively engaging with customers this year as it relates to tariff costs. Risk management Josh — This one's easy. Sales were up 8.6% year-over-year, operating margin improved to 21.0%

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Why aren’t you running a Risk Register?

Beyond M&A

So continually moving forward with no regard for the present-day risks is a major, you got it, red flag. Why a Risk Register Matters Adherence to Best Practices : Ignoring risk and governance is not just an oversight; it’s a lapse in sound business practice. What Should Investors and CxOs Do?

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BlackRock and Jio Financial Services new asset management venture set to “democratise access to investment solutions” in India

The TRADE

According to the businesses, the aim is to “revolutionise India’s asset management industry and transform financial futures” through combining the scale and investment history of BlackRock, with the technology resources and local market knowledge held by JFS.