The TRADE

JULY 10, 2025

Natalie Khoury has joined Goldman Sachs as an Asia equity sales trader, based out of New York. She joins from Berenberg Capital Markets, where she had been working as an equity sales trader for the last year. The post Berenberg equity sales trader joins Goldman Sachs appeared first on The TRADE.

Equities 52

Equities Sale Portfolio Management Trading 52

Global Newswire by Notified: M&A

JULY 7, 2025

Under the terms of the merger agreement, 80% of Presence’s common shares will be converted into Norwood Financial common stock while the remaining 20% will be exchanged for cash. Presence’s shareholders will have the option to elect to receive either 0.7850 shares of Norwood Financial common stock or $19.75 per share of common stock.

IT 109

IT Mergers and Acquisitions Acquisitions Mergers 109

Focus Investment Banking

FEBRUARY 4, 2025

Business owners often dont know where to start with these steps when considering a sale or investment deal. What are the key terms I should negotiate in a sale or investment deal? Key terms include: Deal Structure : Cash at close, seller notes, stock or asset sale. Confidentiality is paramount during the sale process.

Sale 52

Sale Negotiation Private Equity Business 52

How2Exit

JUNE 23, 2025

Key Takeaways: Seller psychology is everything – If the seller doesn’t have a clear “Plan B” after the sale, they may subconsciously sabotage the deal. Pre-sale readiness is underrated – Many businesses, especially sub-$3M in revenue, don’t keep formal books. That can make them unsellable.

Business 130

Business Book-building M&A Mergers and Acquisitions 130

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. Stock Market Value : $19.98B ($81.93

Shares 82

Shares IT Mergers and Acquisitions Management 82

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? You'll observe that the calls offering the lowest annualized yield, the Aug. from $124.65

S&P 72

S&P Stock Investment Media 72

Mergers and Inquisitions

JUNE 11, 2025

Deal Rationale – Despite strong revenue growth in earlier years, Celsius’ sales had fallen in the most recent quarter due to poor consumer spending and convenience store sales and a saturated energy drink market; Alani Nu would allow it to return to growth and gain new distribution channels.

M&A 59

M&A Debt Mergers and Acquisitions Banking 59

CNBC: Investing

JULY 10, 2025

" Schneider highlighted that early signs of AI use cases — such as driving corporate headcount reductions and greater sales — have emerged and created a path towards reinvestment into future growth. That implies upside of more than 13% for each stock. Both stocks are up around 20% for the year.

Stock 95

Stock Investment Media Portfolio 95

CNBC: Investing

JULY 12, 2025

How the activist may bolster value Published Sat, Jul 12 2025 8:35 AM EDT Kenneth Squire @13DMonitor WATCH LIVE In this article TRIP Follow your favorite stocks CREATE FREE ACCOUNT The Tripadvisor logo is displayed on a tablet. Stock Market Value : ~$2.36B ($18.00

Media 56

Media Stock Investment Business 56

iMerge Advisors

APRIL 15, 2025

Without clear ownership, you cant transfer rights in a sale. How This Affects Deal Structure and Valuation In M&A, open-source issues can influence both the structure and economics of a deal: Stock vs. Asset Sale: Buyers may prefer an asset sale to avoid inheriting OSS-related liabilities.

M&A 40

M&A Acquisitions Valuation Sale 40

The TRADE

JULY 14, 2025

Bank of America Merrill Lynch Paul Kilfoy has joined Bank of America Merrill Lynch as director, senior sales trader. During his time at Stifel, Kilfoy served as a managing director in trading, covering liability and sales trading. Prior to this, he worked as a principal, sales trader at Eight Capital from August 2016 to March 2020.

Investment Manager 52

Investment Manager Management Investment Equities 52

CNBC: Investing

JUNE 6, 2025

The stock action is overdone, according to Schott, as he expects any impact from this policy will be "manageable." Fundamentals for biopharma stocks have improved in recent years, which should support "a more manageable sales/EPS erosion outlook for most names," he added.

S&P 52

S&P Stock Pharmaceutical Media 52

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 64

Sale Trading Securities Broker 64

Mergers and Inquisitions

JANUARY 22, 2025

The difference is that IB is more of an explicit sales job , as deals must close for the bank to earn fees. Equity research at the senior levels does require sales skills, but its more about being a conduit than a closer. consolidation accounting , lease accounting , etc.). No, probably not.

Investment Banking 64

Investment Banking Equities Bank Banking 64

CNBC: Investing

JUNE 10, 2025

His updated forecast implies the stock could rally 20%. Analysts are somewhat split on the stock. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. Wells Fargo analyst Mike Mayo reiterated his overweight rating on shares of JPMorgan Chase and raised his price target to $320 from $300.

Media 67

Media Stock Shares Bank 67

CNBC: Investing

JULY 24, 2025

Tesla on Wednesday reported a second straight quarter of declining automotive sales , which came in at $16.7 Of the 54 analysts covering the stock, five rate it a strong buy, while 19 rate it a buy and 20 maintain a hold. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. year to date loss.

Shares 61

Shares Stock Investment Media 61

Chesapeake Corporate Advisors

NOVEMBER 19, 2024

The sale proceeds that the seller contributes to the transaction, which is commonly referred to as rollover equity , provides an opportunity at a “second bite of the apple” when the PEG later sells the company in a 3–5-year time horizon. Sellers should also ask what class of stock the minority investment will comprise.

Private Equity 52

Private Equity Equities IT Investment Banking 52

CNBC: Investing

JULY 17, 2025

Through June, the category was outpacing last year's flows and on track for another record year, even with a recent slowdown amid the stock market comeback. The ETF category took off after 2022, which saw stocks and bonds fall in tandem and created an opening for a product that offered additional downside protection.

Investors 76

Investors Funds S&P Investment 76

The TRADE

FEBRUARY 19, 2025

Liquidnet has made two new appointments within its multi-asset services team, adding Patric Okumi and Samuel Lowres to lead multi-asset sales. He was also part of TP ICAPs equity trading desk before building out the single stock equity and ETF RFQ offering on Fusion, the firms electronic platform.

Sale 59

Sale Electronics Trading Consulting 59

CNBC: Investing

JULY 14, 2025

Analyst Robert Ottenstein's new price target of $170, down from $190, represents an 8% upside from the stock's Friday close. " This shift towards Amazon could cap the company's sales growth below the 4% required to drive operating leverage, Ottenstein added. All Rights Reserved.

Shares 53

Shares IT Retail Media 53

CNBC: Investing

JUNE 18, 2025

This has been compounded by missed opportunities with Apple Intelligence, slowing iPhone sales, and limited developer support for VisionPro. Trade timing The timing for adding bearish exposure to AAPL is optimal, as the stock is trading just above its $195 support level. DISCLOSURES: None. All Rights Reserved.

Trading 69

Trading S&P Valuation Investment 69

Cooley M&A

JANUARY 22, 2025

By 2030, more than 190 commercial drugs will lose patent exclusivity , putting at risk $236 billion in Big Pharma sales. The sale of Poseida Therapeutics, a cell and gene therapy-focused company, for up to $1.5 billion sale of Carmot Therapeutics, a promising Swiss GLP-1 drug developer, further underscores the sectors vitality.

M&A 64

M&A Mergers and Acquisitions Pharmaceutical Acquisitions 64

CNBC: Investing

JULY 21, 2025

Looking ahead, CNBC Pro screened for stocks that could outperform this week in response to their latest quarterly results, specifically by examining forecast moves based on their actions in the options market. Below is the list of stocks that are expected to post notable swings. The deal is expected to close in 2026.

Stock 102

Stock S&P Media Investment 102

The TRADE

JULY 2, 2025

As Basu Choudhury, head of trade lifecycle strategy at OSTTRA explains, ultimately: “As the EU and UK moves towards T+1, Asia-based investment managers will need to implement alternative solutions for funding the purchase of stocks or identify alternative liquidity sources”.

Trading 59

Trading Investors Management Investment 59

Financial Times - Banking

JULY 16, 2025

Accessibility help Skip to navigation Skip to content Skip to footer Sign In Subscribe Open side navigation menu Open search bar Financial Times Subscribe Sign In Home World Sections World Home Middle East war Global Economy UK US China Africa Asia Pacific Emerging Markets Europe War in Ukraine Americas Middle East & North Africa Most Read Trump (..)

Investment Banking 102

Investment Banking Profitability Investment Bank 102

CNBC: Investing

JUNE 11, 2025

Trade Timing The timing for adding bearish exposure to WMT is optimal, as the stock recently rejected its $100 area of resistance. vs. Industry Average 18x Price to Sales Ratio: 1.2x With its premium valuation at risk, this call vertical offers a compelling opportunity to capitalize on a potential decline in WMT stock.

Retail 65

Retail Trading Stock Shares 65

Global Newswire by Notified: M&A

APRIL 25, 2025

million private placement with an institutional investor, for the purchase and sale of a combination of 4,036,697 shares of common stock and pre-funded warrants at a price of $2.18 SRx Health) and the closing of an $8.8 per share for aggregate gross proceeds of $8.8 million, before deducting offering expenses.

Shares 52

Shares Mergers Sale Funds 52

CNBC: Investing

JUNE 17, 2025

"We note that MAU Y/Y growth eclipsed double-digits in May, the first time in over 22 months, which we attribute to the company's efforts to re-engage in short-term GMS [gross merchandise sales] conversion activity along with an increase in marketing efficiency," the analyst wrote. All Rights Reserved.

Retail 63

Retail Investors Investment Media 63

The TRADE

JUNE 9, 2025

The London Stock Exchange Group (LSEG) has entered an agreement to provide trading, clearing and market surveillance technology to power Brazil’s next-generation derivatives and futures exchange, A5X. Ron Lefferts The agreement will see A5X operating LSEG’s integrated market infrastructure technology suite, which includes pre-trade risk management, (..)

Risk Management 52

Risk Management Trading Engineering Management 52

CNBC: Investing

JUNE 16, 2025

The idea is that when board members or managers are selling a stock, it might express a lack of confidence in the business, and vice versa. One came from CrowdStrike president Michael Sentonas, who sold nearly $12 million worth of stock on June 11. CRWD YTD mountain CrowdStrike has been a high-flying stock in 2025.

Sale 88

Sale Stock Shares Media 88

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. Its stock climbed by about 11% in the last week. Speculation takes on a different form with a population of 1.4

Stock 88

Stock Trading Investment Business 88

Mergers and Inquisitions

JULY 9, 2025

Can you research a go-to-market strategy, run the numbers on the sales, marketing, and development work required, and calculate the payback period and IRR under different scenarios?” We’re thinking of putting more sales reps on our top 10 client accounts in North America.

Corporate Finance 59

Corporate Finance Finance Finance Corporation 59

CNBC: Investing

JUNE 17, 2025

Worldwide Exchange pick: RTX Kevin Simpson of Capital Wealth Planning said defense stock RTX is a solid buy because of the conflict between Israel and Iran as well as its current valuation. "We're always looking at value stocks because we want to maintain stability and consistency in our client portfolios," Cox said.

Investors 50

Investors Stock Portfolio Trading 50

CNBC: Investing

JULY 1, 2025

Stocks closed out the first half of the year at record-highs earlier this week, as investor optimism that trade deals are on the horizon helped lift the S & P 500 more than 10% in the second quarter. STLA YTD mountain Stellantis stock in 2025. More than half of analysts polled by FactSet have a hold rating on Stellantis stock.

Stock 71

Stock S&P Media Investment 71

CNBC: Investing

JULY 11, 2025

We used earnings data from Bespoke Investment Group to find names that have a track record of beating analysts' estimates and subsequently posting stock gains. Regional financial stocks Citizens Financial and Ally Financial also exceed earnings estimates roughly 80% of the time. Their stocks average advances of 1.3%

S&P 58

S&P Stock Media Investment 58

Financial Times - Banking

JULY 16, 2025

Accessibility help Skip to navigation Skip to content Skip to footer Sign In Subscribe Open side navigation menu Open search bar Financial Times Subscribe Sign In Home World Sections World Home Middle East war Global Economy UK US China Africa Asia Pacific Emerging Markets Europe War in Ukraine Americas Middle East & North Africa Most Read Trump (..)

Bank 84

Bank Banking Media Food 84

CNBC: Investing

JUNE 16, 2025

While recent interactions with institutional investors signal that many think the S & P will continue to move higher, Parker and his team are also regularly asked about attractive defensive stocks, he said in a June 8 note. on June 5 — on a day when tech stocks broadly dropped. The stock is up about 14% year to date.

Stock 73

Stock S&P Portfolio Investment 73