The TRADE

AUGUST 5, 2025

KNG Securities International has appointed Hayley Lengenfelder to a role covering emerging markets fixed income sales and trading. The post KNG Securities adds to emerging markets fixed income team with former Goldman Sachs hire appeared first on The TRADE.

Securities

Focus Investment Banking

MARCH 10, 2025

Know the timeline After a sale, buyers often expect you to stay on for one to two years as an employee or consultant. Missing this detail could complicate or kill the deal, delay your plans, or reduce the sale price. Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. This derisks the org.

Investment

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 7, 2025

He served as a managing director at the firm, based out of New York.  The hires also include Hillary Budds, who has been appointed as head of US crossing.

Asset Management

iMerge Advisors

APRIL 15, 2025

Summary of: What Privacy, Security, and Compliance Documentation Will Acquirers Expect? For software startups handling significant volumes of user data, privacy and security compliance is no longer a back-office concern its a core value driver in M&A. Buyers will compare this to your internal procedures. AWS, Google Cloud).

Securities

Focus Investment Banking

MAY 29, 2025

This personal connection, combined with broader market forces like the “silver tsunami” the retirement-driven sale of millions of baby boomer-owned businesses sparked ReNews strategy. With more than 18,000 machining companies across the country, most of them small and privately owned, the sector is highly fragmented.

Manufacturing

The TRADE

JULY 28, 2025

He also held stockbroker, associate advisor and dealer’s assistant positions at the firm.    Vegah Trading   Elijah Diallo has joined Vegah Trading as a proprietary trader following his departure from Magellan Capital, as revealed by The TRADE. 

Trading

The TRADE

JANUARY 8, 2025

TD Securities has appointed Rob Fallon as director of sales trading, based in Dublin. Fallon joins the firm from Deutsche Numis, where he spent the last two years, most recently serving as director of sales trading. While at Goodbody, he most recently served as a senior sales trader covering Irish and UK SMID stocks.

Sale

The TRADE

JULY 28, 2025

Marex has appointed Patterson McDonald to the prime brokerage and outsourced trading sales tea m. He joins from Jefferies where he had most recently spent five years as vice president, focused on outsourced trading and relationship management and prime sales for new launch hedge funds.

Sale

Focus Investment Banking

DECEMBER 3, 2024

So it’s much more comfortable, much more secure. So there’s, there’s a lot of things that three M makes available through our our website and, and that all kind of channels to the industry through our local sales reps and, and and of course any touch point that that they would have with us digitally.

M&A

MergersCorp M&A International

JUNE 25, 2025

For businesses operating under FINMA’s stringent oversight, a successful sale demands highly specialized advisory expertise. M&A Sale of FINMA Securities House Activities: Facilitating complex sales of securities firms, addressing diverse and high-risk regulated activities, from securities trading to market-making and underwriting.

Advisory

How2Exit

NOVEMBER 18, 2024

He explores the importance of recurring revenues and market growth for securing premium payouts during exits. Consistent Growth : Premium valuations in company sales hinge on predictable revenue and growth, amid a booming market. Entrepreneurial Risk : Founders begin businesses with uncertain outcomes, taking chances many would avoid.

IT

The TRADE

JULY 3, 2025

Citadel Securities has named Scott Rubner the firm’s new head of equity and equity derivatives strategy. In a statement, Dave Silber, head of institutional options at Citadel Securities said: “The institutional effort at the firm remains at the forefront of what we’re trying to do.”

Equities

The TRADE

JUNE 13, 2025

In his new role, he is set to help bolster RBC’s leveraged credit trading platform, also working closely with the leveraged finance team in global investment banking, and sales and trading. Among them, Mousumi Dey is set to assume the position of director, high yield and leveraged loan sales.

Capital Market

Focus Investment Banking

NOVEMBER 14, 2024

Pete Sorensen , Bob Burg , Nancy Sorensen, Arlin and Laurie Sorensen at IT Nation Connect 2024 (Photo credit: NIBA Photography ) PitchIT 2024 Champion Award: Senteon – This cybersecurity leader has integrated seamlessly with the ConnectWise ecosystem, delivering solutions that enhance efficiency, security, and profitability for IT Nation members.

IT

The TRADE

JUNE 16, 2025

Prior to Panmure Gordon, McCormack has also previously served at RBS, ABN AMRO, Shore Capital, HSBC Securities and GNI. Morrison has been with Redburn Atlantic for almost four years, most recently serving as a director in sales trading. Dey will report to Michael Mulholland, head of European leveraged credit sales.

Capital Market

The TRADE

JUNE 12, 2025

Prior to Panmure Gordon, McCormack has also previously served at RBS, ABN AMRO, Shore Capital, HSBC Securities and GNI. 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

Electronics

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. Previously in his career, Ko has worked at Nomura Securities where he held the position of executive director of structured solutions sales for more than seven years.

Sale

How2Exit

JULY 22, 2025

in equity and securing SBIC-backed debt financing. 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. —leading to a complete rethinking of the deal structure.

Business

The TRADE

JULY 21, 2025

London-based Eryuksel most recently spent 15 years at UBS – predominantly in senior sales and equity trading roles before heading up the business development of UBS’ outsourced trading platform across EMEA.  At UBS he also served as trading back-up for the London multi-asset trading desk.

Trading

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. This guide covers every stage, from defining what qualifies as a middle-market enterprise to finalizing post-sale considerations.

Middle 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

Global Newswire by Notified: M&A

JULY 7, 2025

Cautionary Notes on Forward-Looking Statements This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. This communication does not constitute an offer to sell or the solicitation of an offer to buy any securities or a solicitation of any vote or approval.

IT

Beyond M&A

DECEMBER 18, 2024

AI agent startups secured $8.2 It is very handy for a sales meeting and impressively quick. I have a simplistic view of the tech itself – an agent will perform a specific task it is built for, in a particular sequence, to provide a specific output. percent year over year, according to PitchBook data.

Investors

iMerge Advisors

APRIL 15, 2025

Without clear ownership, you cant transfer rights in a sale. A written policy should cover: Approval processes for new OSS components License compliance procedures Security patching and update protocols Firms like iMerge often help clients implement these policies as part of exit business planning strategy.

M&A

The TRADE

JUNE 9, 2025

Vallonthaiel was appointed head of electronic and program trading at Peel Hunt in 2023 after most recently serving at Numis Securities. 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. Vallonthaiel could not be reached for comment.

Capital Market

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. This can reduce the overall level of M&A activity and limit the opportunities for target companies to exit through a sale.

Private Equity

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. The company operates through two segments: Merchant Solutions and Issuer Solutions.

Shares

JD Supra: Mergers

JULY 8, 2025

Topics include ensuring your business operations are in order, securing intellectual property, compliance with employment laws, and developing a tax strategy. Learn the importance of early preparation and detailed due diligence to position your business for a successful sale. By: Offit Kurman

Business

CNBC: Investing

JUNE 26, 2025

When contemplating the sale of covered calls, an investor must answer two key questions: Is one's thesis regarding the anticipated price behavior neutral to mildly bullish, which is generally the ideal setup for covered call selling? THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY.

S&P

Mergers and Inquisitions

DECEMBER 4, 2024

Potential for Revenue Growth – Can the team monetize more effectively via the sale of additional streaming/broadcast rights? What about VIP ticket sales, apparel licensing, and media partnerships? Fixed expenses include property maintenance, professional fees, advertising/marketing, security, catering, and general/administrative.

Investment Banking

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. They're the ones who are using buffer products," Sood said.

Investors

The TRADE

JUNE 17, 2025

Julian Butterworth Nasdaq custom basket futures allow investors to create a custom-made equity basket, specified by return type, currency, and chosen from a pool of equities.

Investment Manager

The TRADE

NOVEMBER 12, 2024

Today’s markets remain volatile and complex for buy-side traders to navigate,” said Alan Polo, head of sales and trading, Americas, at Liquidnet. “Although many algorithms in the market boast exceptional performance, the reality is that an algorithm’s effectiveness depends entirely on the quality of the liquidity it can reach. “As

Equities

Razorpay

AUGUST 2, 2025

Used globally, MT103 is part of the SWIFT system that enables secure communication between financial institutions. Field 70: Remittance Information: (Crucial for Reconciliation) This field contains the payment reference, such as an invoice number, making it essential for matching payments to sales. OUR: Sender pays all fees.

Banking