The TRADE

AUGUST 28, 2023

Northern Trust promoted Dane Fannin as its new head of global foreign exchange (GFX)and securities finance within its capital markets business. Fannin takes up his new role after spending the last 17 years at Northern Trust within its capital markets business in Asia Pacific and London, most recently as its global head of securities finance.

Asset Management 52

Asset Management Bank Banking Universal Banks 52

The TRADE

JULY 31, 2023

Prior to joining Invesco in 2016, Taitz spent two and a half years at RBC Capital Markets in a fixed income role and 10 and a half years at UBS Investment Bank as an executive vice president. Goldman Sachs veteran, Christopher Daur, left the investment bank to head up buy-side sales and relationships at AccessFintech.

Asset Management 52

Asset Management Investment Banking Trading Investment Manager 52

The TRADE

DECEMBER 28, 2023

Matuszewski filled in a gap left by Matteo Balladori, who The TRADE revealed had left Citadel after nearly six years to join Nasdaq European Markets as a senior sales director. This time being the internal promotion from Northern Trust for its new head of global foreign exchange within its capital markets business.

Asset Management 69

Asset Management Electronics Trading Equities 69

The Deal

JUNE 22, 2023

Bain Capital LLC is already hard at work pruning the platform, The Deal has learned. Bain has retained KeyBanc Capital Markets to run an auction process for the Proterial unit that makes stainless steel tubing and cast iron pipe fittings, Ward Manufacturing LLC, two of the sources said. The Blossburg, Pa. Bain declined to comment.

Manufacturing 52

Manufacturing Private Equity Business Capital 52

Sun Acquisitions

SEPTEMBER 9, 2022

People sell business ownership for a variety of reasons: Needing capital to actually start the company; Swapping equity for additional capital to grow the business; Sourcing money to pay down existing liabilities and debts; Raising venture capital to expand into new markets and; Desiring to diversify their own business risk as the sole owner.

Equities 52

Equities Business Broker Investors 52

IBG

JANUARY 9, 2023

A new federal exemption that Congress passed during its December 2022 lame-duck session provided a welcome holiday surprise for M&A Brokers and other business sale professionals. M&A brokers and others who work on business sales must have a thorough understanding of the new law, which goes into effect at the end of March 2023.

Broker 52

Broker Mergers and Acquisitions M&A Securities 52

Cleary M&A and Corporate Governance Watch

MAY 12, 2023

The court’s opinion has implications for sophisticated investors in venture capital and other private transactions involving Delaware corporations. This decision is particularly noteworthy for venture capital fund and growth equity investors, which enter into transactions where voting agreements and the language at issue is common.

Corporation 52

Corporation Investors Negotiation M&A 52

Software Equity Group

JANUARY 8, 2024

In 2006, we created the SEG SaaS Index , a basket of public SaaS companies, in order to better track the performance of the industry. Sales & Marketing Solutions that manage marketing processes across campaigns and feed that information across multiple channels. Used by accounting and finance departments.

Management 52

Management Stock Mergers and Acquisitions Business 52

Software Equity Group

JANUARY 8, 2024

In 2006, we created the SEG SaaS Index , a basket of public SaaS companies, in order to better track the performance of the industry. Sales & Marketing Solutions that manage marketing processes across campaigns and feed that information across multiple channels. Used by accounting and finance departments.

Business 52

Business Management Stock Mergers and Acquisitions 52

Wall Street Mojo

JANUARY 4, 2024

Various factors, including growth ambitions, competitive pressures, access to capital, and the pursuit of economies of scale, drive the process of empire building in business. This enables rapid expansion without significant capital investment. This diversification spreads risk and reduces dependence on a single market segment.

Mergers and Acquisitions 52

Mergers and Acquisitions Business Engineering Investment 52

Cooley M&A

OCTOBER 12, 2021

Stockholders Litigation (“ Pattern Energy ”) and The MH Haberkorn 2006 Trust, et al. The dispute arose from the sale of Pattern Energy to Canada Pension Plan Investment Board (“CPPIB”). Sales Process. In 2018, the board launched a sales process with a special committee in place. Empire Resorts, Inc., Background.

Sale 40

Sale Management IT Negotiation 40

Devensoft

JUNE 1, 2023

For example, Yahoo’s acquisition of Tumblr in 2013 is often cited as a failed acquisition because Yahoo did not integrate Tumblr effectively into its existing operations and failed to capitalize on its potential. However, Yahoo did not integrate Tumblr effectively into its existing operations and failed to capitalize on its potential.

Acquisitions 52

Acquisitions Mergers and Acquisitions M&A Media 52