The Deal

NOVEMBER 27, 2023

. “There’s a tremendous amount of wealth held in privately held businesses, and this has been going on for a decade or so but will continue for the next 20 years, where those owners of private businesses are going to figure out their succession, and in many cases, they will bring in private capital partners,” Tayeh said.

Private Equity 59

Private Equity Professional Services Middle Market Food 59

InvestmentBank.com

MAY 26, 2021

A liquidity crisis slammed businesses across the board, and COVID-19 added a new layer of complexity for companies who tried to obtain capital to weather the storm. When the initial wave of uncertainty around COVID-19 set in during March 2020, the debt market flipped on its head, paving a path to the worst debt-raising year since 2015 [6].

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

The TRADE

JULY 3, 2023

His fellow co-head is Nicholas Hemmerly who joined Clear Street from his role as senior managing director, head of investment banking at Bridgeway Capital Partners. Gerety joined from JonesTrading, where he spent 11 years, serving most recently as managing director, equity capital markets. His next role is unconfirmed.

Trading 64

Trading Investment Banking Banking Bank 64

The TRADE

JULY 29, 2024

Kirk joins the capital management firm with experience working as a trader on both the buy- and sell-side. 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.

Asset Management 64

Asset Management Equities Trading Sale 64

The TRADE

AUGUST 1, 2023

Initially launched in 2015, the service now conducts multiple auctions each week, with 50 registered firms and more than 400 connected users. ICE Bonds’ offering includes: click-to-trade, request-for-quote, sweeps and portfolio auctions.

Corporation 52

Corporation Trading Portfolio Risk Management 52

Growth Business

JUNE 7, 2023

In fact, according to recent research conducted by PwC, the UK now ranks third globally in venture capital invested in fintech, behind China and the US. Since its launch in 2015, Marshmallow has offered affordable options to those who have recently moved to the UK. Its lending portfolio of £4.7bn also continues to grow.

Funds 98

Funds Banking Bank Investment 98

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.

Management 52

Management Portfolio Management Portfolio Financial Services 52

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.

Sale 52

Sale Trading Electronics Equities 52

Growth Business

MAY 19, 2023

Tel: 07768 650783 AngelClubRCA Bio: AngelClubRCA is an investment network established in late 2015. Winners of the UKBAA’s ‘Most Active Investor in the Regions’ award in 2019, Equity Gap members currently invest in over 30 companies, leveraging over £70m in total investment into its growing portfolio.

Investors 105

Investors Investment Funds Business 105

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.

Trading 52

Trading Asset Management Equities Management 52

Peak Frameworks

SEPTEMBER 19, 2023

The oil price drop in 2015-2016, for example, forced many firms to adjust their budgets to the new market reality. Here, the aim is to track the performance of portfolio companies and ensure they are operating at peak efficiency. Corporate Finance: Capital Budgeting At the heart of corporate finance is Capital Budgeting.

Private Equity 52

Private Equity Investment Banking Corporate Finance Mergers and Acquisitions 52

Peak Frameworks

SEPTEMBER 18, 2023

in 2015 led to Google becoming a wholly-owned subsidiary while allowing other businesses to operate separately. Diversification benefits arise when different subsidiaries operate in varied industries, just as Berkshire Hathaway does with its vast portfolio of companies. For instance, Google's reorganization under Alphabet Inc.

Private Equity 52

Private Equity Finance Finance Acquisitions 52

Razorpay

JULY 21, 2023

In mid-2015, Ratan Tata came across a promising young startup that he believed would disrupt the Indian ride-hailing industry. She decides this would be a solid investment; a great addition to her portfolio, and even a worthwhile hobby. Today, that company commands a 51% market share , rivalled only by Uber.

Investment 52

Investment IT Investors Business 52

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth. What is private equity and how does it work? However, there is hope things will improve in 2024.

Private Equity 59

Private Equity Equities Investment Business 59

Wall Street Mojo

JANUARY 4, 2024

Various factors, including growth ambitions, competitive pressures, access to capital, and the pursuit of economies of scale, drive the process of empire building in business. Diversification : Empire building often involves diversifying the company’s portfolio by entering new markets or industries. The formation of Alphabet Inc.

Mergers and Acquisitions 52

Mergers and Acquisitions Business Engineering Investment 52

Peak Frameworks

SEPTEMBER 12, 2023

This stability is crucial for finance professionals to manage currency risks in their portfolios. Informed Decision- Making For investment bankers structuring cross-border deals or corporate finance professionals overseeing a multinational's capital structure, understanding trade rules is pivotal.

Trading 52

Trading Corporate Finance Private Equity Finance 52

Software Equity Group

AUGUST 20, 2024

Additionally, they can often capitalize on synergies between the two companies’ software solutions, creating a more comprehensive suite of offerings that attracts new customers and boosts overall revenues. Founded in 2015, Valsoft has been among the most active strategic buyers of software, making 28 deals in 2023 alone.

Investment 52

Investment Management Acquisitions Business 52

Cooley M&A

SEPTEMBER 16, 2022

The rise of founder-led, venture capital-backed companies in recent years has coincided with a surge of companies implementing dual-class share structures in connection with their initial public offerings. 1] This post mainly focuses on venture capital-backed dual-class companies. Potential carve outs for M&A voting agreements.

M&A 59

M&A IPO Shares Mergers and Acquisitions 59

Mergers and Inquisitions

APRIL 10, 2024

In Europe, 35% of football clubs have been funded via capital from PE/VC firms, sovereign wealth funds, or private consortiums. A great example is how many European football clubs became distressed during COVID and were forced to seek private capital. include Bruin Capital, Clearlake, and Shamrock Capital.

Private Equity 103

Private Equity Equities Funds Entertainment 103

Cooley M&A

FEBRUARY 1, 2024

billion sale of portfolio company Adenza to Nasdaq – PE-backed tech exits also took a hit in 2023, with total deal values declining 35% versus 2022. [2] 5] The pull-back in mega cap tech and sponsor activity was sorely felt in the venture capital backed tech M&A market. 6] Will strategic tech buyers return to the fray in 2024?

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

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. Dan Morgan, global head of portfolio solutions at State Street, sees the outsourced trading journey as a marathon, not a sprint, but says larger managers are certainly asking questions. “If

Trading 64

Trading Management Funds Asset Management 64

InvestmentBank.com

MAY 18, 2021

The key issue is that most businesses in this subsector started off as one-product companies and raised large amounts of capital without considering clinical utility and economic benefits. Today, there is a movement towards utilizing molecular diagnostics and personalized medicine making a diverse portfolio of products critical.

Healthcare 40

Healthcare M&A Valuation Hospitality 40