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Solganick advises Kavaliro on the sale of its Salesforce consulting division to Accordion

Solganick & Co.

March 10, 2025 — Solganick is pleased to announce that it served as the exclusive M&A advisor to Kavaliro for the sale of its Salesforce consulting division to Accordion. This sale reflects our commitment to focusing on areas where we have the greatest potential for growth and innovation, said Mark Moore, President of Kavaliro.

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People Moves Monday: Schonfeld, Goldman Sachs, ABN AMRO Clearing Bank and more…

The TRADE

Senior equity trader at Janus Henderson, Stuart Mair, left the asset manager after 14 years. According to an update on his social media, Mair joined hedge fund and systematic trading platform Schonfeld as an equity trader dealing with long and short strategies. As part of his new appointment, Chin will be based in New York.

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People Moves Monday: Musical chairs

The TRADE

Heraty will take on the role of head of US equity solutions and structured product sales, whilst Gleave has been appointed as head of European equity solutions. Heraty was previously at Credit Suisse where he spent four years as head of North American equity derivative sales.

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MUFG and Morgan Stanley to further collaborate on FX offerings

The TRADE

Morgan Stanley’s plan for the institutional Japan equity business is to consolidate Japan equity research, institutional sales, corporate access, and a part of the execution services functions of both entities into MSMS. Additionally, the Japan equity underwriting business is also set to be optimised.

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Distressed Debt Hedge Funds: How to Become a Vulture Capitalist

Mergers and Inquisitions

Ask anyone interested in distressed debt hedge funds for “the pitch,” and they’ll probably mention one of the following: “It’s like long/short equity or credit , but more interesting!” Distressed investing offers equity-like returns with lower risk.” These are nice sales pitches, but the reality is quite different.

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Intrepid Continues Rapid Growth with Addition of Chris Kesicbasian as Director of Strategic Partnerships

Intrepid Banker Insights

“Partner relationships are key to Intrepid’s continued growth, and Chris’s background in private wealth management makes him uniquely suited to work with our partners to address the acquisition, sale and capital needs of their clients.” “The

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Major BIWS Course Package and Price Changes Coming on June 30th, 2023 (Friday)

Mergers and Inquisitions

Effective June 30 th , 2023 (Friday), we are splitting the main financial modeling course (“Financial Modeling Mastery”) into 3 separate courses : Core Financial Modeling, Advanced Financial Modeling, and VC / Growth Equity Modeling. With the second version in 2010, the course length increased to ~20 hours.