Focus Investment Banking

OCTOBER 2, 2023

Washington, DC, (October 2, 2023) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the consumer industry. For more information, visit www.focusbankers.com.

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Midaxo

APRIL 23, 2024

The best Corp Dev leaders know that the investment of time here pays off handsomely. investment banks, analyst firms, strategic consultancies.). A second class of tools for pipeline management ensures that M&A teams bring discipline and control to their sourcing process. They then leverage internal people (e.g.,

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Accenture Capital Markets

SEPTEMBER 5, 2023

The financial services industry—including asset managers—has had an interesting relationship with Silicon Valley. Asset managers should not assume that these tech giants will look past this industry. Asset managers should start to prepare for what is likely to be inevitable disruption.

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How2Exit

OCTOBER 29, 2023

rn Visit [link] rn _ rn About The Guest(s): David Dodson is one of the original search funders, a retired investment banker, investor, and CEO of multiple companies. He is also the author of "The Manager's Handbook," a best-selling book in the business space.

Shares 162

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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. rn Nathan's strategic approach to business is dissected, revealing how he managed to effectively sell his business at its peak.

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The TRADE

FEBRUARY 20, 2024

Small steps in building diverse teams can lead to big benefits, asset managers stated while unpacking the importance of diversity and inclusion at the recent TradeTech FX US conference. Hopefully going forwards we are going to have more of these topics […] business does not trump everything.” We’re taking about people as well.

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Midaxo

MAY 31, 2023

For a more in-depth conversation and Q&A session on the topic, register for our upcoming webinar, Preserving the Spark: Realizing Value When Acquiring Smaller Companies. In this post, we will explore some of the challenges and benefits associated with acquiring smaller companies and shed light on why big companies pursue such deals.

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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.

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The TRADE

JUNE 7, 2023

Linedata’s 2023 global asset management survey has found the main focus globally is on future cost saving and automation. Overall, the area where AI has been most deployed across the industry globally is in investment research at 32%, revealed the survey, closely followed by portfolio analytics and risk management at 30%.

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Accenture Capital Markets

NOVEMBER 2, 2023

Our recently published Asia wealth management report focuses on two major areas for firms: The importance of mobile as a channel that, our research shows, wealth management firms can greatly improve; and the evergreen—and so far unanswered—question of relationship manager (RM) productivity. Why is that important?

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Accenture Capital Markets

SEPTEMBER 5, 2023

Wealth management clients are not shy about making their needs known. 1] It consolidated five legacy systems into one, enabling advisors to provide managed account services at the relationship level, rather than the product level. Merrill Lynch has done this with its One platform. [1]

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Tyton Partners

APRIL 1, 2024

The Evolution of Sports Investing Over the last five years, there has been a democratization of sports investment, with institutional capital flowing into major leagues like MLB, NBA, and NHL, with expectations of the NFL soon following suit.

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SDR Ventures

AUGUST 24, 2022

Advisory Panel Members: – Scott Mitchell , Director of Investment Banking, SDR Ventures – Spencer Clawson, Partner, Peterson Partners – Thomas Courtney, President & CEO, The Courtney Group – Doug Rodgers, Chairman, Focus Investment Banking To read Axial’s coverage of the roundtable event, click here.

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Mergers and Inquisitions

NOVEMBER 15, 2023

I’ve now been writing about finance careers for almost 20 years, and the topic of the CFA for investment banking never seems to die. I got so tired of these debates that I never planned to cover this topic again. These points go back to the flawed concept of “ investment banking certifications.”

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The TRADE

MAY 29, 2024

Recent times have seen a swathe of investments from major cloud providers into leading exchanges. This therefore requires intense investment and attention – needing to be upgraded and altered at a rapid pace – in order to allow market players to empirically execute their goals.

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How2Exit

DECEMBER 11, 2023

He discusses the unique approach and methodologies of Peterson Acquisitions, including their focus on effective sell-side brokerage, buy-side advisory, education, and capital investment. rn The company has a capital investment arm, facilitating deals and providing opportunities for passive small business investing.

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The Deal

AUGUST 4, 2023

The post Activist Investing Today: Campaign’s Fein Talks Tenure, AI, McDonald’s appeared first on The Deal. In addition, cybersecurity and the growth of artificial intelligence are both legitimate issues corporations must examine and consider when identifying director candidates, he said. “But

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Accenture Capital Markets

MAY 8, 2024

With this in mind, I’d like to take a deep dive today into what reinvention could look like in investment banking—and provide you with a glimpse of how next-generation technologies could help to turn it into reality. And investing in process simplification and task automation. Embracing new technologies such as cloud computing.

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The TRADE

FEBRUARY 20, 2024

At the TradeTech FX US conference in Miami last week, a panel of experts including some of the largest asset managers gathered to discuss what the market is prioritising when asking the ever-hot topic of ‘buy versus build,’ sharing their perspectives and empirical advice for 2024 and beyond.

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Solganick & Co.

AUGUST 24, 2023

ACG LA Business Conference, September 12-13, 2023 – Beverly Hills, CA We are excited to meet our investment banking and private equity peers at this once-a-year event. This is one the best conferences to attend to learn about current and upcoming M&A trends and topics. Solganick also participates in DealSorce.

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The TRADE

APRIL 23, 2024

Noted earlier in the discussion, this speaker highlighted the trading desk’s role within a wider financial organisation as a retainer of alpha, highlighting the importance of this in the overall investment process. An active manager needs an active desk.” Understanding the clients and the markets you trade is essential.

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How2Exit

APRIL 8, 2024

He addresses the significance of the strategic geographical spread of his team, which aligns well with the nature of managing businesses that are primarily online. With multiple agencies within Onfolio's portfolio performing remarkably well, it becomes evident that they don't garner the recognition they deserve in the investment world.

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OfficeHours

JULY 11, 2023

When I first started my job in investment banking, I knew the first month or so would be training before I actually hit the desk and started working with my team. What many young professionals don’t take into account are the SIE or Series exams that you are required to take to become certified as an investment banker.

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The TRADE

DECEMBER 22, 2023

Peter Welsby, head of European FICC trading, Manulife Investment Management   Regulation will continue to direct market trends in 2 024, just as it has in recent years. Automation will play a pivotal role in transforming data management, compliance, and customer service, leading to more resilient and agile financial ecosystems.

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Accenture Capital Markets

SEPTEMBER 5, 2023

i] Despite the focus of recent media attention on fintech firms, I predict 2018 will see a resurgence for wealth management incumbents who are now making headway on their own digital wealth platforms. If you would like to discuss this topic further or get additional information, please email capital.markets@accenture.com. [i]

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Mergers and Inquisitions

JULY 19, 2023

Most hedge funds use leverage, short-selling, derivatives, and other strategies to manage their risk, but some non-hedge funds also use them. And if you are interested in this strategy, should you even target hedge funds, or would a long-only asset management firm be better?

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The Harvard Law School Forum

MAY 8, 2023

State Street Global Advisors’ Proxy Voting and Engagement Guidelines for North America (United States [“US”] and Canada) address our market-specific approaches to topics including directors and boards, accounting and audit related issues, capital structure, reorganization and mergers, compensation, and other governance-related issues.

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Mergers and Inquisitions

FEBRUARY 28, 2024

For the right person, though, fixed income research can be even better than equity research, whether you’re at a bank, an asset management firm, a hedge fund, or a credit rating agency: Table of Contents: What is Fixed Income Research? a credit rating vs. an investment recommendation). a credit rating vs. an investment recommendation).

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OfficeHours

JULY 11, 2023

Written by a Top OfficeHours Female Coach When I first started my job in investment banking, I knew the first month or so would be training before I actually hit the desk and started working with my team. The Series exams refer to a variety of licensing exams that are commonly associated with investment banking and related fields.

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The TRADE

APRIL 25, 2024

With innovation rife across the emerging markets space, it should come as no surprise that plans for further investment are picking up pace. Specifically, Collery highlighted the important role of portfolio managers and a proactive approach to forging those key relationships.

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How2Exit

OCTOBER 2, 2023

He specializes in buying, selling, financing, and managing small and medium-sized businesses. David also explores the risk factors associated with owning a business versus being a W-2 employee and provides insights on how to manage and mitigate those risks. Reconciled sets the standard for consistency and quality that you can count on.

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Focus Investment Banking

DECEMBER 26, 2023

Among other topics discussed at the meeting, non-compete agreements are losing their luster, as Delaware courts are invalidating them. Bill”) Snow, a FOCUS Managing Director, is an experienced M&A professional with over 30 years of professional experience, including almost two decades as an investment banker.

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The TRADE

DECEMBER 21, 2023

For some asset managers and hedge funds, the seemingly impossible notion of all traders not physically sitting together on a centralised desk and communicating face-to-face was all but wiped away overnight as the hybrid working setup was forcibly tested and passed with flying colours. Outsourced trading is no longer a taboo topic.

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How2Exit

FEBRUARY 18, 2024

b' E188: Valsoft's Investment Partner Costa Tagalakis, Discusses Their Successful Acquisition Strategy - Watch Here rn rn About the Guest(s): rn Costa Tagalakis is an investment partner at Valsoft Corporation, a Canadian company specializing in the acquisition and operation of vertical market software businesses.

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Mergers and Inquisitions

NOVEMBER 22, 2023

I never expected to revisit the topic of bulge bracket banks so quickly because the full list changes slowly, and we updated it a few years ago. As another example, some argue that UBS should not be a bulge bracket bank because it has focused on wealth management and areas outside the capital markets.

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Growth Business

JUNE 2, 2023

The global VC , which has offices in London, Berlin, Barcelona, Tel Aviv and Abu Dhabi, will invest up to £5m into companies from its seed fund and up to £10m in the first instance from its venture fund. ‘We’re on the cusp of another industrial revolution. We’ve tried to pick the best topics for each of the markets we’ve been in.

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Accenture Capital Markets

AUGUST 23, 2022

European wealth management firms are being presented with a rare opportunity: the next wave of evolution and growth of the mass affluent market. At the same time, competition is intensifying across the industry—from traditional wealth managers, asset managers, insurers, workplace providers, independent advisors, banks and new wealth techs.

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