Focus Investment Banking

DECEMBER 1, 2023

LFM is excited to add another impressive platform company to the firm’s growing portfolio,” commented Steve Cook, LFM Executive Managing Director. “We Since the Company’s founding in 2009, we are proud to have maintained our commitment to superior quality and customer service,” added Brad Kennedy, SisTech Founder and CEO. “We

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The TRADE

FEBRUARY 5, 2024

Burgess joined market maker Winterflood back in 2009 and has served as European equities trader, head of European market making, and most recently UK equities trader. Mark Burgess joined commodities specialist Marex as equities trader following a 14-year stint at Winterflood Securities.

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Peak Frameworks

JUNE 5, 2023

For instance, the US economy saw a sustained expansion from the end of the Great Recession in 2009 until the onset of COVID-19 in 2020. For example, the Great Recession of 2008–2009 saw significant drops in GDP, widespread unemployment, and a substantial decrease in consumer spending.

Business 52

Business Economics Investment Investors 52

Solganick & Co.

DECEMBER 2, 2024

May 2024 EQT Perficient •Leading digital consultancy and AWS Advanced Consulting Partner with broad offering portfolio PE firm EQT for $3 billion. Since 2009, the company has advised on over 200 and over $20B in transactions to date around the world. For more information or to inquire about an M&A transaction please contact us.

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M&A Consulting Mergers Investment Banking 40

Tyton Partners

NOVEMBER 28, 2023

Every portfolio company receives tailored support, which can encompass legal or financial advisory assistance, mentorship, leadership training, and a dedicated presence on the Board. Our journey began with the inception of the Beyond Capital Fund in 2009, a pioneering evergreen fund. How do you measure your success? million women.

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Solganick & Co.

DECEMBER 21, 2023

Meanwhile, cybersecurity concerns also continue to drive M&A activity, with established players like Palo Alto Networks and Crowdstrike actively acquiring smaller firms bolstering their security portfolios. Our deal team has completed over $20B in M&A transactions to date.

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M&A Mergers and Acquisitions IT Investment Banking 52

Solganick & Co.

JANUARY 21, 2024

Private equity’s evolving role : PE firms remained active, but their focus shifted towards portfolio optimization and supporting existing investments through M&A. billion : This acquisition reinforces Thales’ cybersecurity portfolio, particularly in cloud security solutions. Source: CRN) Thales acquires Imperva for $3.6

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The TRADE

NOVEMBER 6, 2023

Beginning her career at Dresdner Kleinwort Benson as director and head of portfolio sales trading in 1997, she later went on to spend six years at JP Morgan, initially as an executive director and head of execution sales responsible for electronic and portfolio trading and ETFs.

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Trading Asset Management Equities Management 52

Mergers and Inquisitions

NOVEMBER 15, 2023

I first criticized the CFA in a 2009 article , which generated a lot of angry comments. Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets. Not much has changed since then. When is the CFA Useful?

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Growth Business

NOVEMBER 2, 2023

Unlike standard venture capital firms, CVCs work a lot closer with their portfolio companies in developing a particular technology that is beneficial to both parties. The likes of Google, BP and Unilever all have their own CVC divisions backing UK-based companies within their industries.

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Corporation Capital Investment Media 52

Solganick & Co.

APRIL 24, 2024

Private equity buyers have opted to acquire systems integration businesses almost exclusively through their established portfolio companies, or add-on’s. Financial buyers, particularly private equity firms, have kept M&A volume afloat in the systems integration sector, accounting for 57.1% of all transactions through YTD.

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Wall Street Mojo

JANUARY 15, 2024

CDOs provide investors with a diversified portfolio of debt instruments across different risk levels. Step #3 – Investment Banks A Bank may rope in an investment bank to sell this diversified portfolio Step #4 – Formation of Tranches The cash inflows from the portfolio created are sliced into the number of investable tranches.

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Growth Business

SEPTEMBER 13, 2023

It was an early investor in Babylon Health, Darktrace and Deliveroo, and its portfolio companies have grown to an aggregate value of over $7bn. All of the firm’s portfolio companies are capable of dominating their respective markets on a global scale. Founded in 2009, Notion Capital has now made more than 60 investments.

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Capital Business Funds Investment 52

Cooley M&A

SEPTEMBER 25, 2020

Realogy and SIRVA, a portfolio company of Madison Dearborn Partners (or MDP), entered into a purchase agreement in November 2019, pursuant to which SIRVA agreed to acquire Cartus, a subsidiary of Realogy that provides relocation counseling. Contributors. 2020-0310, Delaware Chancery Court) at the end of August.

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Debt Finance Finance Private Equity 40

InvestmentBank.com

MAY 26, 2021

EQUITY Prior to the advent of COVID-19, equity markets were poised to extend a decade-long surge that saw a 270% increase in the number of private equity deals between the low point of 2009 through 2019 [2]. Though far short of 2019’s predictions, this outcome was far better than the 50 to 60% losses experienced in the first half of the year.

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OfficeHours

JANUARY 26, 2024

Buyout houses from Thoma Bravo to Permira are putting portfolio company sales high on the agenda for early 2024, as the industry seeks to return money to investors after a challenging period for exiting holdings. First, they want to earn.

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Solganick & Co.

JANUARY 22, 2025

Recognize (PE firm), through its portfolio company, Blue Mantus , has acquired SME Solutions and Colligio. Founded in 2009, the firm has completed transactions across the globe with strategic and financial buyers and sellers of technology companies. Pomeroy Technologies acquired Soroc Technology.

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Mergers and Inquisitions

JANUARY 8, 2025

Allocations: If youre young, you should invest mostly in equities, but I believe gold and silver are often good replacements for fixed income in the traditional 80 / 20 or 60 / 40 portfolios. Investing Principles: Why a High Income Trumps Everything Else Between 2009 and 2014, I did not have a traditional portfolio via a brokerage firm.

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