Accenture Capital Markets

OCTOBER 5, 2022

As a firm and individually, we have been actively studying the use of artificial intelligence (AI) in wealth management—and more specifically how investment advice generated through AI is sought out and applied—for the past three years in its many different applications across the industry.

Management 98

Management Investment Advice Investors Capital Market 98

How2Exit

SEPTEMBER 25, 2023

b' rn How2Exit.com Review: PrivateEquityGuy: Michael Byars - Managing a holding company with 18 companies and $140 million in revenue rn Watch it here: rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

Management 130

Management Business Acquisitions Finance 130

How2Exit

JUNE 12, 2023

This means that they come in and help buyers make sure everything looks good from a financial, operational, and technical perspective. Rapid Diligence's services are especially useful for those who are in the search phase and are still looking for a business or have something under L.O.I. or contract. or contract.

Business 130

Business Investment Profitability Risk Assessment 130

Focus Investment Banking

MAY 10, 2024

In this article, which joins our ongoing coverage of the Food & Beverage industry, we introduce an overview of M&A activity in food distribution with a focus on fresh food. Longer term industry and technology trends, like the rising demand for fresh foods and the introduction of AI, demand that companies adapt, and adapt quickly.

Food 52

Food M&A Private Equity Valuation 52

Accenture Capital Markets

SEPTEMBER 5, 2023

You can’t read industry news now without fintech innovation stealing the headlines. Increasingly, I see fintech players becoming vendors in service to the incumbent players. They bear the right goals and vision for their digital platform to be able to deliver services that clients demand. And with 291.3

Management 52

Management Portfolio Management Portfolio Financial Services 52

The TRADE

DECEMBER 22, 2023

Other topics that will continue to garner attention include ESG, peer-to-peer execution and the prevalence and perception of pre-hedging.   James Maxfield, chief product officer, Duco In 2024, regulatory challenges will loom large for c ompliance departments within the financial services sector.

Trading 62

Trading Management Financial Services Investment Manager 62

How2Exit

JANUARY 13, 2024

With a background as an auditor for a finance company, he shifted his focus to developing websites and creating digital products that cater to various industries, including web and graphic design, photography, and personal finance. rn rn Notable Quotes: rn rn "I enjoyed growing the site a lot more than I enjoyed the client work."

Mergers and Acquisitions 130

Mergers and Acquisitions Engineering Acquisitions Business 130

Accenture Capital Markets

SEPTEMBER 5, 2023

It’s no wonder Amazon and other tech giants have been blowing down entire industries and reinventing them—true champions of transformation. The financial services industry—including asset managers—has had an interesting relationship with Silicon Valley. A day later, stock prices across the health sector fell.

Asset Management 90

Asset Management Management Funds Financial Services 90

The TRADE

FEBRUARY 22, 2024

In the ever-evolving landscape of financial markets, the emergence of digital assets has resulted in a paradigm shift as conventional notions have been challenged and new players have emerged along with a reshaping of the way in which financial systems are perceived and interacted with.

Finance 130

Finance Finance Trading Investors 130

Beyond M&A

MARCH 3, 2023

I think it comes down to how you package and present the service, as some firms are partnering well together, and the more prominent big-4 players provide many DD workstreams under the same brand. So here are some unusual topics that could be discussed during a tech due diligence process: 1.

Private Equity 130

Private Equity Investors IT M&A 130

The TRADE

JUNE 28, 2023

With regards to the hot topic of settlement efficiency, the new regulation includes the preconditions for applying the highly controversial mandatory buy-ins which will only be introduced as a “measure of last resort”, where the rate of settlement fails in the EU is not improving and is presenting a threat to financial stability.

Negotiation 57

Negotiation Collaboration Financial Market Economics 57

Accenture Capital Markets

SEPTEMBER 5, 2023

Take a look at recent results from an Aite Group survey of several hundred financial advisors: Advice is a fast-growing revenue stream. And shifting the discussion from a simple product recommendation to a more strategic approach fits clients’ needs better in an industry where the trust factor is increasingly important.

Consulting 74

Consulting Management Capital Market IT 74

How2Exit

JULY 3, 2023

This essay will discuss the importance of specializing in business acquisitions and mergers, the role of a business advisor, and the diverse industries that can benefit from such expertise. One interesting aspect of Kirk Michie's work is that his firm, Candor Advisors, does not specialize in any particular industry or sector.

Mergers and Acquisitions 130

Mergers and Acquisitions Business Negotiation Private Equity 130

How2Exit

MAY 12, 2024

His latest ventures include Outsource School, a platform that educates business owners on hiring and managing virtual teams, and EcomBalance, which offers tailored bookkeeping services for e-commerce businesses. This blueprint empowers businesses to increase their footprint with calculated and minimal financial commitment.

Business 130

Business Portfolio Management IT 130

Accenture Capital Markets

SEPTEMBER 5, 2023

Beyond that, the top five IT trends identified in our Technology Vision 2018 report will shape the financial industry as a whole. Leaders in the industry are already using XR for workforce training, day-to-day productivity and immersive customer experiences. To learn more, download our full report, “ Technology Vision 2018.”

Management 92

Management Business Investment Capital Market 92

How2Exit

MARCH 9, 2023

Ron Concept 1: Start A Business Early Starting a business early can be a great way to gain experience and financial independence. It can also provide an opportunity to explore different industries and develop skills that can be used in other areas of life. One of the key topics covered in Dana's book is acquisitions and mergers.

Book-building 130

Book-building Mergers and Acquisitions IT Business 130

How2Exit

FEBRUARY 23, 2023

There are a number of organizations and programs that exist to support SMBs, including business associations, government agencies, and financial institutions. It is also important to consider other factors such as industry and market conditions, financial performance, growth potential, and the management team.

Business 130

Business Negotiation DCF Acquisitions 130

Wall Street Mojo

JANUARY 15, 2024

Transaction motive refers to the desire to hold cash to facilitate everyday cash-based financial transactions such as business and personal needs, covering payroll, purchases, and bill payments. It serves to enable routine financial operations to happen conveniently without a shortfall between income and expenditure.

Economics 52

Economics Financial Transaction Business Management 52

The TRADE

DECEMBER 13, 2023

The taskforce filled with industry experts from across the securities services space was set up at the end of last year and had intentions to publish initial by December 2023 with a full report and recommendations will be made by December 2024. 

Trading 57

Trading Economics IT Collaboration 57

How2Exit

SEPTEMBER 4, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. rn The Value of Clean Books rn Jay emphasizes the importance of maintaining clean and accurate financial records when preparing to sell a business.

Business 130

Business Mergers and Acquisitions Book-building Profitability 130

How2Exit

AUGUST 2, 2023

Ron rn rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. With over 15 years of experience in the technology industry, Kurt has a deep understanding of how technology applies to mergers and acquisitions. Let's dive in.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

The TRADE

JANUARY 19, 2024

The FCA previously has recently conducted a series of consultations, and gathered evidence, around the topic with an announcement regarding its chosen actions expected on 1 March 2024. For data feeds, the remaining 80% was put down to ‘changes in use cases’.

Negotiation 67

Negotiation Trading Consulting IT 67

Wall Street Mojo

JANUARY 4, 2024

Empire building in the context of business refers to the act of expanding a company’s operations and influence aggressively, aiming to dominate the market or industry in which it operates. This expansion can be done through horizontal integration , where a company acquires or merges with competitors in the same industry.

Mergers and Acquisitions 52

Mergers and Acquisitions Business Engineering Investment 52

Focus Investment Banking

DECEMBER 26, 2023

The State of the M&A Market kicked off the 9 am start, and since the expert panel included insurance industry representatives, the discussion began with a deep dive into the exciting world of rep & warranty insurance. More on that later. If a business owner does not want to sell, then buyers have limited recourse to buy companies.

Private Equity 52

Private Equity M&A Equities Insurance 52

Accenture Capital Markets

SEPTEMBER 5, 2023

Leveraging the power of global insight, relationships, collaboration and learning to deliver exceptional service to clients wherever they do business. The wealth management industry is already very regulated today—and the scrutiny will likely keep increasing. One Global Network. Respect for the Individual.

Management 52

Management Collaboration Business Capital Market 52

Wall Street Mojo

FEBRUARY 9, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Trading 98

Trading Financial Modeling Financial Models IT 98

The TRADE

OCTOBER 16, 2023

A panel of industry experts convened for a joint webinar from the Depository Trust and Clearing Corporation (DTCC) and the Association for Financial Markets in Europe (AFME) on a ssessing the current settlement efficiency landscape.

Trading 62

Trading Securities Collaboration Consulting 62

Tyton Partners

APRIL 1, 2024

The franchise valuation landscape has also transformed significantly, fueled by exponential growth in sports broadcasting rights, gaming revenue, streaming, and over-the-top (OTT) services. We look forward to the continuation of these events and welcoming guests and speakers across the entire global knowledge sector.

Education 52

Education Recruitment Private Equity Investors 52

Sica Fletcher

APRIL 2, 2024

Navigating Insurance M&A Deals in 2024 While thorough, the report above only touches on a few of the complex topics that make insurance M&A deals such a specialized skill set. About Sica | Fletcher: Sica | Fletcher is a strategic and financial advisory firm focused exclusively on the insurance industry.

Insurance 52

Insurance M&A S&P Broker 52

OfficeHours

JULY 11, 2023

The SIE, or Securities Industry Essentials exam, is a comprehensive introductory exam created and administered by the Financial Industry Regulatory Authority (FINRA) in the US. The SIE was first introduced in 2018 as a mandatory exam for people seeking to be employed in the securities industry.

Investment Banking 100

Investment Banking CFA Bank Banking 100

Francine Way

JUNE 22, 2020

To pick up where we last left off with valuation, I will cover the topic of a Merger Relative Valuation in this blog post and move on to other non-valuation topics from here. In merger cases, we should look into the other party’s business, their financial standing, and what synergies can be had to make the marriage more than 1+1=2.

Valuation 130

Valuation M&A Mergers S&P 130

OfficeHours

JULY 11, 2023

I’ve heard – Industrials = best pipeline right now honestly with traditional business services doing well — does this hold true? The SIE, or Securities Industry Essentials exam, is a comprehensive introductory exam created and administered by the Financial Industry Regulatory Authority (FINRA) in the US.

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

How2Exit

MAY 9, 2023

On the show, we interview business owners, industry leaders, authors, mentors, and other influencers to provide insight into the process. This involves researching the industry, the company, and the market. Once the right business is identified, it is important to understand the financials and legal aspects of the business.

Business 130

Business IT Investment Economics 130

The TRADE

DECEMBER 21, 2023

One of the greatest revelations across the financial services sector (and beyond) was that mantra of ‘we don’t have to do things the way we used to’ as office hours turned to hybrid work-from-home setups and video conferencing and instant messaging became the norm. Outsourced trading is no longer a taboo topic.

Trading 62

Trading Management Asset Management Funds 62

Mergers and Inquisitions

MAY 17, 2023

Ever since the 2008 financial crisis, there has been massive hype about both private equity and technology. Seemingly every MBA student wants to get into one of these industries, and when you combine them, the hype tends to multiply.

Private Equity 64

Private Equity Equities Recruitment Funds 64

Razorpay

OCTOBER 27, 2023

Payment security refers to the processes and practices used to safeguard financial transactions, funds and personal information of clients from threats like online and offline payment fraud, unauthorized access, and data breaches. In 2011, Google announced 2FA for heightening online security for its service.

Securities 98

Securities Bank Banking Business 98

How2Exit

AUGUST 27, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Sam also talks about his current holdco and investment thesis, which focuses on small and medium-sized businesses in various industries.

Business 130

Business Acquisitions Funds Shares 130