Focus Investment Banking

DECEMBER 1, 2023

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 “We believe SisTech’s excellent production model and strong operational track record are truly differentiated in a fragmented market.

Investment Banking 52

Investment Banking Manufacturing Investment Banking 52

The TRADE

MARCH 25, 2024

Reuss had been with the trading venue for just over 15 years, originally joining in 2009 as chief executive of a joint venture named Scoach, in partnership with Deutsche Börse. Elsewhere in his career, Tan served at Maybank Investment Banking Group in an equity sales trading role.

Sale 72

Sale Trading Equities Portfolio 72

The TRADE

NOVEMBER 1, 2023

Before joining Citi, Brown served as director, autobahn equity sales and trading, low latency DMA at Deutsche Bank. Elsewhere in his career, Brown held senior position at FIX Protocol, Chi-East and Instinet – the latter being his first tenure at the firm in 2009.

Trading 64

Trading Media Electronics Sale 64

The TRADE

JULY 6, 2023

RBC’s co-head of European electronic sales and trading, Bianca Gould, is set to leave the bank after almost three years as part of streamlining measures across the business. Gould joined RBC Capital Markets in October 2020 to co-lead its European low touch sales and trading business alongside Chris Parker who has been in the role since 2011.

Electronics 52

Electronics Trading Banking Bank 52

The TRADE

NOVEMBER 6, 2023

During his tenure, Vincent held various positions across Credit Suisse, most recently as head of AES sales trading, based in London. Investec named Paul Moss as its newest equity sales trader following three and a half years at Goldman Sachs. Previously, Sbrocca held an emerging markets credit sales position at the firm.

Sale 64

Sale Equities Trading Electronics 64

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. There are already signs that some big exits are being planned.

Private Equity 130

Private Equity Equities Mergers and Acquisitions Investors 130

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. Virtu Financial appointed Simon McGhee in an exchange-traded product (ETP) and fixed income sales role.

Investment Banking 64

Investment Banking Finance Finance Equities 64

Solganick & Co.

AUGUST 25, 2024

Salesforce acquired Spiff and added it to Sales Cloud. Formed in 2009 and have completed over $20B in M&A transactions to date. Salesforce Partner M&A Transaction (Pending) Solganick is the exclusive advisor to a Salesforce Advanced Services Partner in its pending sale to a strategic buyer (undisclosed).

Consulting 52

Consulting M&A Mergers and Acquisitions Mergers 52

How2Exit

FEBRUARY 27, 2023

Founded in 2009, Flippa has sold over 300,231 digital businesses worldwide. Flippa is an online marketplace that specializes in the sale of digital assets. Insights allow buyers to compare the ask price of an asset to other similar assets for sale or that have been sold in the past. Concept 2: Investment bank for the 99%.

Profitability 130

Profitability Business Investors Investment 130

Cooley M&A

SEPTEMBER 27, 2021

Last week, the House Ways and Means Committee announced its consideration of federal tax legislative proposals that include reducing the exclusion from income of gain on the sale of qualified small business stock (QSBS) and increasing the tax rate on long-term capital gains, in each case for noncorporate upper-income taxpayers.

Capital 40

Capital Corporation Sale Business 40

The TRADE

OCTOBER 21, 2024

Prior to joining BNY, she was the co-head of equities electronic sales and trading EMEA for RBC Capital Markets. He has also helped shape the firm’s liquidity strategy by guiding clients through the complexities of European equity markets. Before joining TD Cowen, Baugh spent five years at Citi as European head of market structure.

Trading 98

Trading Financial Market Equities Advisory 98

The TRADE

NOVEMBER 6, 2023

Industry Person of the Year 2023 shortlist: Seema Arora, managing director, head of execution sales, Instinet Europe Champion of The TRADE’s Rising Stars of Trading and Execution award scheme, Instinet Europe’s Seema Arora needs little introduction with an extensive financial career spanning more than 25 years.

Trading 52

Trading Asset Management Equities Management 52

Peak Frameworks

JUNE 27, 2023

Sales Tax: This is the tax on the sale of goods and services. The sales tax varies by state in the US, with Oregon, Montana, New Hampshire, Delaware, and Alaska having no state sales tax. In 2017, the US reduced the corporate tax rate from 35% to 21% under the Tax Cuts and Jobs Act.

Government 52

Government Finance Finance Management 52

Solganick & Co.

MAY 13, 2024

Aaron Solganick founded the firm in 2009 after serving as the senior vice president of investment banking at B. Riley Securities and vice president of investment banking at KPMG Corporate Finance. Have larger firms’ bets on AI influenced investments into your own firm’s tech?

M&A 40

M&A Investment Banking Mergers and Acquisitions Private Equity 40

Solganick & Co.

JULY 5, 2023

Solganick was the exclusive financial advisor to Nextira in its sale to Accenture July 5, 2023 New York and Austin Solganick & Co. Solganick”) is pleased to announce the successful completion of another sell-side transaction in its Technology Services M&A practice.

M&A 52

M&A Investment Banking Advisory Entertainment 52

InvestmentBank.com

SEPTEMBER 18, 2019

Up from 65% in 2009 the percentage of adult Americans has increased to 76% in 2018 [1] with a projected market CAGR of 7.8% billion in sales annually in the U.S [4]. Turmeric and curcumin sales have been a burgeoning and extremely researched market over the last 5 years [5] [6]. billion of annual sales revenue [8].

Food 52

Food Valuation Acquisitions M&A 52

Focus Investment Banking

FEBRUARY 12, 2024

In the public markets, the use of public auctions for business sales is commonplace. Now, in the private capital markets, sellers are more concerned with confidentiality, so no one finds out a business is for sale. We saw how in 2019, Les Schwab Tire Centers publicly announced that they hired Goldman Sachs to sell the company.

Negotiation 52

Negotiation Mergers and Acquisitions Business Private Equity 52

Solganick & Co.

APRIL 24, 2024

Note : Solganick has advised on the sale of three Snowflake Partners over the last 24 months; and advised on the sale of 4 additional data analytics firms. Managed Services Providers (MSPs) The managed services provider (MSP) industry saw strong M&A activity in Q1 2024.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52

Software Equity Group

FEBRUARY 28, 2023

Public SaaS companies enjoyed an unprecedented run from 2009 through 2021, but last year brought a wave of macroeconomic uncertainty, including rising interest rates, record inflation, supply chain problems, and geopolitical unrest. It is no secret that 2022 was a rough year for the stock market.

Valuation 52

Valuation M&A Stock Profitability 52

Solganick & Co.

OCTOBER 28, 2022

Formed in 2009 by experienced investment banking professionals, Solganick is a data-driven independent investment bank and mergers and acquisitions (M&A) advisory firm that provides specialized industry-focused expertise in the software and tech-enabled services industry sectors. Sunstone Partners has been recognized as one of Inc.

Mergers 52

Mergers IT Mergers and Acquisitions M&A 52

What's Market

OCTOBER 18, 2022

Conceptually, this makes sense as it is easy to understand how sales or other promotional materials might be found to be misleading by omission of a material fact even if a negotiated representation or warranty in the principal agreement is not breached. ” 17 C.F.R. 240.10b-5(b).

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Negotiation Mergers 52

Mergers and Inquisitions

JUNE 26, 2023

A Long Time Ago, in a Financial Modeling Course Far, Far Away… The initial version of this financial modeling course, first released in 2009, had about 10 hours of training and featured the same company in each module. These should have been in separate products from the start. You could finish it in a week, and many students did.

Financial Modeling 59

Financial Modeling Financial Models Private Equity M&A 59

Lake Country Advisors

NOVEMBER 20, 2023

This strategy allows them to offer a broader range of products to their existing customer base, fostering more comprehensive market penetration and often leading to increased sales. This culminated in Time Warner spinning off AOL in 2009, marking the end of what many consider one of the most notable failures in M&A history.

Mergers and Acquisitions 52

Mergers and Acquisitions Mergers Acquisitions M&A 52

Cooley M&A

SEPTEMBER 25, 2020

The decisions from the court on those preliminary matters, as well as the arguments raised by legal counsel, offer some valuable lessons for sellers considering sale transactions that require debt financing, and may motivate sellers to re-evaluate certain provisions and remedies that have become customary in those transactions. Contributors.

Debt 40

Debt Finance Finance Private Equity 40

Cooley M&A

OCTOBER 29, 2020

starting in the early 2000s and ending around the start of the 2008-2009 financial crisis, and the second (SPAC 2.0) As a result, the combined company following a de-SPAC transaction may consider filing a resale Form S-1 registration statement that allows for greater flexibility of sales of the combined company’s shares in the market.

M&A 52

M&A IPO Valuation Mergers and Acquisitions 52

Focus Investment Banking

MAY 23, 2024

Like Saturn, Circuit City grew nationwide steadily, then peaked, circled the drain and died around 2009, when it was liquidated. If, as things progress, they start to see softness in your sales and profits, that will scare them. That’s about the time Circuit City officially changed its company name and went public.

Business 52

Business Book-building Profitability Sale 52

Growth Business

AUGUST 22, 2023

25 – Ovo Energy Value: $1-$1.3bn Founded: 2009 What do they do? It also assists in private car sales, by finding a dealer who’ll pay the most for a car via a daily online auction. With 77 per cent of global transactions using a local or alternative payment method, PPro expand a business’s platform to help drive more sales. #41

Insurance 52

Insurance Bank Banking Funds 52

The TRADE

APRIL 28, 2025

Prior to this, Mace Wilson held previous positions at Titan Institutional Services, working across wealth management, prime brokerage and sales. Levett had previously served at BTIG since 2010 and began his career in event driven sales at Pali International.

Securities 52

Securities Sale Equities Trading 52