The Deal

JULY 27, 2023

After a six-month rotation in capital markets, she was staffed on a team advising Aetna Inc. on its 2015 agreement to buy Humana Inc. Camila Panama became hooked on M&A as a first-year associate, she recounted on this week’s Drinks With The Deal. HUM), a deal that was later blocked by antitrust enforcers.

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The TRADE

OCTOBER 23, 2023

Chosen to replace him in his regional role is Yanela Songca who has been appointed to take up the trading reins in South Africa after serving as a senior trader at Ninety One for nearly nine years, originally joining the asset manager in 2015. He will report to Blatch.

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The TRADE

JULY 3, 2023

Gerety joined from JonesTrading, where he spent 11 years, serving most recently as managing director, equity capital markets. Kirk first joined Liquidnet as an equity trader in February 2015 after also previously serving in a similar role at BTIG. Clear Street also named Ryan Gerety as managing director, investment banking.

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The TRADE

JULY 29, 2024

According to an update on social media, Nickalls will join the sell-side next month in an emerging markets credit role. He joined Ninety One in 2013 as a client operations analyst, moving into a portfolio implementation role in 2015 and taking up his current role as fixed income trader in 2018.

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The TRADE

JULY 10, 2023

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. According to sources familiar with the matter, it has been communicated to clients that due to streamlining, certain roles have been eliminated.

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The TRADE

DECEMBER 11, 2023

Justin Llewellyn-Jones has been appointed chief operating officer, joining from Broadridge where he most recently served as chief product officer and head of capital markets, North America (equities, FX and derivatives). Dariush Mirfendereski has been appointed head of inflation trading as part of MUFG’s rates trading team.

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Accenture Capital Markets

SEPTEMBER 5, 2023

i] [link] [ii] Aite Group survey of 369 financial advisors, Q2 2017 and 403 financial advisors, Q3 2015 [iii] Ibid The post Why Large Wealth Management Firms Can’t Be Ruled Out in the Digital Space appeared first on Accenture Capital Markets Blog.

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Cooley M&A

JANUARY 24, 2020

According to Cornerstone Research , the number of M&A class action filings increased from 34 in 2015 to 85 in 2016, 198 in 2017, and 182 in 2018. This trend continued in the first half of 2019, but at a slightly slower pace (72 filings in 1H19 compared to 91 in 1H18 and 91 in 2H18).

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Growth Business

MARCH 1, 2024

For institutional investors, therefore, private equity can offer exposure to fast-growing, high-potential, mid-sized private companies at a comparatively earlier stage of their growth trajectory than is available through the capital markets. What is private equity and how does it work?

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Mergers and Inquisitions

MAY 10, 2023

The basic difference is that the international bulge bracket banks tend to be stronger in M&A advisory and weaker in equity and debt capital markets. Among the elite boutiques , Evercore has the strongest presence in Singapore, and Rothschild also works on many deals, mostly in the middle-market space.

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The TRADE

DECEMBER 21, 2023

The pandemic marked a seminal moment across the capital markets, effectively drawing a line between the old world and the new. Ergo Consultancy was chosen by Railpen – which manages £37 billion of assets – to bring its trading activities in-house from an outsourced service provider.

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The TRADE

DECEMBER 23, 2024

The deal will further bolster FIS capital markets technology offering, having acquired SunGard in a major deal back in 2015. As revealed by The TRADE and sister publication Global Custodian in February, fintech giant acquired SaaS post-trade platform Torstone Technology.

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