The TRADE

AUGUST 30, 2023

Union Investment had in the previous year become the first of its kind on the continent to get involved in a public tokenised European Investment Bank (EIB) bond transaction and currently has a selected fund where it can trade one Bitcoin exchange traded note (ETN).

Trading 105

Trading Asset Management Management Portfolio Management 105

OfficeHours

JULY 18, 2023

How I bought an apartment, funded business school, and still had fun in the midst of difficult economic times When it comes to timing the market and getting that anticipated bonus you’ve worked hard all year for, I couldn’t have gotten unluckier. I started my career in 2014 as an investment banking analyst in an oil & gas coverage group.

Investment Banking Analyst 130

Investment Banking Analyst Funds Recruitment Investment Banking 130

Growth Business

OCTOBER 2, 2023

The London-based start-up , which uses the cloud to help banks with their technology needs, was founded in 2014 and has raised £490m since its inception according to Pitchbook. In its last funding round in May 2022, the business was valued at £2.2bn.

IPO 101

IPO Business Portfolio IT 101

The TRADE

JUNE 19, 2023

The Securities and Exchange Commission (SEC) has charged Pacific Investment Management Company (PIMCO) $9 million for disclosure, policies and procedures violations involving two funds the firm advises on.

Advisory 64

Advisory Investment Manager Asset Management Funds 64

Growth Business

MAY 31, 2023

How is it different to venture capital funding? VCs tend to use the money raised from various corporate investors into a strategically managed fund. Around 30 companies on average pitch to the network per year with some receiving follow-on funding. They can also differ by region and investment size.

Investment 96

Investment Investors Funds Business 96

The TRADE

SEPTEMBER 4, 2023

Hock originally joined Union in 2014 and has since been instrumental in the development of the firm’s trading strategy and structure. His new role is not yet public but will be communicated in due course. Prior to that, he served as a portfolio manager for European small and mid-caps as well as a European equities research analyst.

Investment 115

Investment Equities Trading Asset Management 115

The TRADE

FEBRUARY 26, 2024

He most recently served as global head of ETF product, having initially joined Goldman Sachs Asset Management back in 2017 to build out the US fund strategist model portfolio business. Gray initially joined Liquidnet in 2014 as head of fixed income sales for EMEA, helping build the firm’s buy-side client base in fixed income.

Asset Management 64

Asset Management Management Trading Capital Market 64

The TRADE

FEBRUARY 20, 2024

Gray initially joined Liquidnet in 2014 as head of fixed income sales for EMEA, helping build the firm’s buy-side client base in fixed income. Before Morgan Stanley, Gray was a director and a co-founding partner of electronic crossing network start-up, MarketTouch, funded by GNI and Old Mutual.

Trading 64

Trading Electronics Sale Media 64

The TRADE

FEBRUARY 6, 2024

Order and execution management platform, Adroit Trading Technologies, has raised $15 million in its series A funding round led by specialised growth equity firm, Centana Growth Partners, with the capital set to be used to accelerate the business’ growth.

Trading 59

Trading Capital Broker Portfolio Management 59

Sica Fletcher

MAY 13, 2024

Investors continue to be more selective when evaluating acquisition opportunities, with many well-funded buyers in the market still mindful of the high cost of capital. The firm was founded in 2014 by Michael Fletcher and Al Sica, two of the industry's leading dealmakers who have advised on over $17.5

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

The TRADE

NOVEMBER 28, 2023

Almost a decade ago, back in 2014, Eurex clearing was a leading innovator when it came to real-time risk management. Now one driver for these pension funds to go into the cleared repo market is that this liquidity pool is much more reliable in market stress situations relative to the bilateral repo market.

Risk Management 59

Risk Management Management Funds Trading 59

The TRADE

JANUARY 17, 2024

After leaving university, she undertook several sell-side internships at RBC, Nomura and Fisher Investments, returning to RBC in 2014 to work on its cash management team for its foreign exchange traders. In 2016, Nutting moved to Principia Investment Management Limited where she was an execution trader and fund manager assistant.

Trading 111

Trading Portfolio Management Management Broker 111

Sica Fletcher

AUGUST 5, 2024

Deal volume was comparable to this period last year, with investors maintaining a cautious approach in assessing acquisition opportunities and with numerous well-funded buyers mindful of the high cost of capital. billion in insurance agency and brokerage transactions since 2014.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

Deal volume was comparable to this period last year, with investors maintaining a cautious approach in assessing acquisition opportunities and with numerous well-funded buyers mindful of the high cost of capital. billion in insurance agency and brokerage transactions since 2014.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Focus Investment Banking

OCTOBER 11, 2024

Since its founding in 2014 the company has made north of 60 acquisitions, with the majority of those acquisitions focused on B2B produce distributors. fueled by millions of dollars in funding, a bold acquisition strategy, and a mission to digitally transform the global and American food supply chain.

Food 52

Food M&A Acquisitions Funds 52

Growth Business

NOVEMBER 2, 2023

Breed Reply Founded: 2014 Sector focus: Deep tech, AI, Internet of Things Ticket size: $1m – $5m Current investments: 12 Exits: 8 Bio: Breed Reply invests in deep tech companies across Europe, with a particular focus on AI. It invests across seed to Series A stages.

Corporation 52

Corporation Capital Investment Media 52

The TRADE

JANUARY 8, 2024

His experience also encompasses hedge fund related roles, including futures and options trading and work on a fixed income desk. He joined the investment banking arm of Daiwa Securities Group as its new head of equities after nine and a half years with Jefferies, having joined in 2014 in his most recent role.

Asset Management 64

Asset Management Equities Investment Manager Sale 64

Shearman & Sterling

JUNE 16, 2017

2014)—intended to protect against just such an eventuality. Shortly thereafter, according to a transcript of a June 1, 2017 settlement conference, the advisor settled the claims against it for $35 million, to be funded pursuant to the indemnification agreement. 3d 54 (Del. Read more

Mergers 52

Mergers Funds Corporation IT 52

Growth Business

FEBRUARY 28, 2024

3 – Graphcore University of Bristol spinout Graphcore has raised the most in equity funding of all Bristol’s tech startups and is one the UK’s unicorns. million) to date over four funding rounds. #5 million) in Series A funding in August 2023 and is backed by Leonardo DiCaprio. #9 The startup raised $10 million (£7.9

Food 98

Food Engineering Manufacturing Equities 98

Tyton Partners

NOVEMBER 28, 2023

Beyond Capital Ventures is a trailblazing, women-led venture fund committed to making a transformative impact in emerging markets. Our journey reached new heights with the launch of Beyond Capital Ventures, our second fund, in April 2021. In 2014-2015, we decided to take our impact to the next level.

Capital 59

Capital Funds Investment Portfolio 59

Sica Fletcher

JULY 1, 2024

For example, consider the following operational differences: Client Funds Management. Brokerages manage funds directly, in comparison to agencies, which are generally more focused on collecting premiums. When selling an insurance brokerage, this leads to a greater analysis to ensure that funds are properly protected.

Insurance 52

Insurance M&A Advisory Funds 52

Tyton Partners

MAY 24, 2023

It was started in 2014 by a group of families who were pioneers in the impact investing space. The reality is that most impact investing funds are designed to maximize risk-adjusted financial return while accomplishing impact, but they are not designed to prioritize impact creation as such.

Investment 52

Investment Collaboration Funds M&A 52

Shearman & Sterling

JUNE 16, 2017

2014)—intended to protect against just such an eventuality. Shortly thereafter, according to a transcript of a June 1, 2017 settlement conference, the advisor settled the claims against it for $35 million, to be funded pursuant to the indemnification agreement. 3d 54 (Del. Read more

Mergers 40

Mergers Funds Corporation IT 40

Wall Street Mojo

JANUARY 17, 2024

It helps identify the availability of liquid funds with the organization in a particular accounting period. In other words, it mirrors the availability and usage of business funds to reveal its current state of liquidity Liquidity Liquidity is the ease of converting assets or securities into cash.

Accountant 98

Accountant Finance Finance Profitability 98

The TRADE

MAY 1, 2024

Joining the industry after graduating from business school at the age of 20, Papanichola has an impressive track record that spans across five hedge funds and two banks. I cut my teeth in investment trust arbitrage and fund reconstructions. The hedge fund favours what Papanichola pegs as an up-and-coming investment style.

Trading 59

Trading Capital Funds Investment 59

Mergers and Inquisitions

JUNE 26, 2023

But the online complainers were still unsatisfied, and I made a bad decision in response to these complaints in 2014. The version from 2014 was also long, but at least the content was clear: Module 1 covered Company A, Module 2 covered Company B, Module 3 covered Deal C, etc. Cheese, etc.). In theory, this was a reasonable idea.

Financial Modeling 59

Financial Modeling Financial Models Private Equity M&A 59

M&A Leadership Council

OCTOBER 22, 2023

How do pension funds respond to downsizing after mergers? Pension funds are not supposed to vote for the interests of current employees; they are supposed to vote for the interests of retirees. 2459 (2014). Finally, companies with fewer employees generally get less done. Dudenhoeffer , 134 S.

Mergers 52

Mergers Mergers and Acquisitions M&A Economics 52

Sica Fletcher

AUGUST 6, 2024

Founded in 2014, they have consistently ranked at the top of the S&P Global Data's rankings for investment banks, totaling an average of 100 deals per year. This makes them ideal for agencies seeking a holistic approach to the M&A process, particularly those seeking funding in the final stages before closing.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

Peak Frameworks

JUNE 29, 2023

In 2014, Bank of America agreed to a record $16.65 Capital Expenditures (CapEx) Capital Expenditures or CapEx are funds utilized by a company to acquire, upgrade, or maintain physical assets like property, industrial buildings, or technology. Examples include interest paid on loans and costs related to lawsuits.

Capital 52

Capital Utilities Investment Banking Business 52

Sica Fletcher

AUGUST 21, 2024

The central difference is this – an insurance agency investment bank provides funding services to grow the agency prior to a sale, while an M&A advisory firm provides everything else, typically at more favorable price structures. Learn more at SicaFletcher.com.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

Transactional Delights

JANUARY 24, 2021

9) stating that T.Rowe has sole dispositive power over 2,994,468 shares (~14.7% [3] ), sole voting power over 1,024,410 shares (~8.0%) and that its Mid-cap Value Fund, has sole dispositive power over 0 shares (0%) and sole voting power over 1,622,849 shares (~7.9%). Rowe + the Mid-Cap Value Fund have a combined voting power of ~15.9%

Investors 40

Investors IT Shares Valuation 40

Sica Fletcher

AUGUST 14, 2024

The simplest answer is, “it depends on whether you need funding/want to grow your agency prior to the sale.” Founders Michael Fletcher and Al Sica are two of the industry's leading dealmakers who have advised on over $16 billion in insurance agency and brokerage transactions since 2014. Learn more at SicaFletcher.com.

Investment Banking 52

Investment Banking Insurance M&A Banking 52

The TRADE

AUGUST 14, 2023

As a junior trader, the sell-side also really took me under their wing and passed on huge amounts of invaluable knowledge and expertise and the relationships I formed then are still going strong today. I made the move to London in 2014 to join Nikko Asset Management (Nikko AM), fulfilling a role as senior trader for global markets.

Trading 52

Trading Asset Management Equities Management 52

Sica Fletcher

APRIL 18, 2024

Financing allows buyers who are short on liquid funds to purchase an insurance agency for a limited upfront payment in exchange for continued payments over time, with interest. receive additional funds as a shareholder while the company grows. Sellers see equity as an opportunity to a.) Learn more at SicaFletcher.com.

Insurance 52

Insurance Equities M&A Finance 52

IBG

JANUARY 9, 2023

taking custody of funds or securities. Examples include: owner-carried notes, assisting in obtaining acquisition funding. What attributes are commonly parts of business sale structures that might have arguably triggered registration requirements before the new exemption for merger and acquisition brokers becomes effective?

Broker 52

Broker Mergers and Acquisitions M&A Securities 52

Sica Fletcher

JULY 23, 2024

Since H2 2022, industries across the board (including insurance) have seen declines in deal volume as prospective buyers have withheld their funds for more favorable conditions in which the cost of debt is not so high. Buyers will become less choosy. Learn more at SicaFletcher.com.

M&A 52

M&A Insurance S&P Valuation 52

The TRADE

AUGUST 1, 2023

We’ve seen the growth in hedge funds, we’ve seen the emergence of quant and systematic.” The bank made a push into the quant space in 2014 and now services a variety of firms ranging from standalone systematic hedge funds, funds that sit within platforms or funds that exist as proprietary broker dealers.

Equities 52

Equities Trading Electronics Sale 52