The TRADE

JUNE 29, 2023

Kirk first joined Liquidnet as an equity trader in February 2015 after also previously serving in a similar role at BTIG. He also previously held senior positions at ConvergEx Group as vice president, and RBS as European head of agency portfolio trading. His next role is unconfirmed.

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The Deal

NOVEMBER 27, 2023

On the latest episode of Behind the Buyouts, Investcorp SA head of North American private equity David Tayeh discusses the New York-based firm’s strategy around backing middle market businesses that cater to “needs versus wants.” He rejoined Investcorp in his current role in 2015.

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The TRADE

JULY 3, 2023

Before that, he spent almost 10 years at Deutsche Bank, where his roles included global co-head of electronic equities and head of eFX spot quant trading. Earlier in his career he held equity sales and trading positions at Cantor Fitzgerald. Clear Street also named Ryan Gerety as managing director, investment banking.

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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.

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Trading Asset Management Equities Management 52

The TRADE

JULY 10, 2023

She has extensive experience in the algorithmic and electronic sales and trading space, after previously spending 16 years at Redburn where she held various roles within the European equities sales trading team, most recently as head of algorithmic trading.

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Sale Trading Electronics Equities 52

Tyton Partners

NOVEMBER 28, 2023

Every portfolio company receives tailored support, which can encompass legal or financial advisory assistance, mentorship, leadership training, and a dedicated presence on the Board. In 2014-2015, we decided to take our impact to the next level. At the portfolio level, for instance, our companies have impacted over 6.7

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Growth Business

MAY 19, 2023

Tel: 07768 650783 AngelClubRCA Bio: AngelClubRCA is an investment network established in late 2015. More on Equity Gap’s investment criteria here. Top 20 angel investor networks Growth Business guide to angel investor networks Angel network Regions Investment size Sectors No. Contact: john@advantagebusinessangels.co.uk

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Peak Frameworks

MAY 17, 2023

Additionally, if you’re interested in refining your Excel skills and recruiting for private equity, you should check out our , Private Equity Course. In 2015, Goldman Sachs used VBA to automate the process of updating pitch books, cutting the time spent on the task by 50%.

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Financial Models Financial Modeling Finance Finance 52

Peak Frameworks

SEPTEMBER 11, 2023

In the realm of finance, this could mean regularly reviewing investment portfolios to ensure they align with a client's risk tolerance and return expectations, or analyzing financial reports for discrepancies and errors. Quality Management in Private Equity In private equity (PE), Quality Management can make a profound impact.

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Finance Finance Management Private Equity 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. This is especially true in the high-stakes realms of Private Equity, Investment Banking, and Corporate Finance. These sectors have developed specialized budgeting techniques tailored to their unique challenges and goals.

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Private Equity Investment Banking Corporate Finance Mergers and Acquisitions 52

InvestmentBank.com

MAY 26, 2021

As the world headed into the uncharted territory of a worldwide pandemic, investors in both debt and equity markets reacted to shifts and changing conditions in several interesting ways, and the lessons they learned and the actions they take this year will set the stage for everyone’s access to capital in the years to come.

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The TRADE

APRIL 25, 2024

Specifically, Collery highlighted the important role of portfolio managers and a proactive approach to forging those key relationships. In terms of liquidity, we’re seeing high growth, especially after Covid and today we’re seeing around 2.5 to 3 billion US dollars traded every day which is big.”

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Peak Frameworks

SEPTEMBER 12, 2023

The Role of WTO in Private Equity, Investment Banking, and Corporate Finance The World Trade Organization (WTO) serves as a linchpin in the realm of international trade, thereby indirectly shaping the global finance industry. This stability is crucial for finance professionals to manage currency risks in their portfolios.

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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.

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Private Equity Finance Finance Acquisitions 52

Growth Business

NOVEMBER 2, 2023

Unlike standard venture capital firms, CVCs work a lot closer with their portfolio companies in developing a particular technology that is beneficial to both parties. The likes of Google, BP and Unilever all have their own CVC divisions backing UK-based companies within their industries.

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Corporation Capital Investment Media 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. Who are angel investors?

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Investment IT Investors Business 52

Growth Business

SEPTEMBER 13, 2023

In November 2015 they launched the Edge Creative Enterprise Fund, a £40m fund with backing from the British Business Bank. Regions covered: Europe and UK Fund size: £135m Types of funding round: Growth equity Investment range: €5m – €20m Sectors interested in: B2B and B2C No.

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Cooley M&A

SEPTEMBER 16, 2022

Take, for example, the acquisition of Inovalon Holdings, a dual-class company that completed its IPO in 2015, by a consortium of private equity investors. of the transaction’s equity value. [15]. of transaction equity value, and Twilio’s acquisition of SendGrid, announced October 15, 2018, provided for a vote-down fee of 7.0%

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Cleary M&A and Corporate Governance Watch

MAY 10, 2023

The case arose out of a 2022 stock-for-stock transaction in which the Company acquired a portfolio company of Apollo Global Management, Inc. Notably, the terms of the Stockholders’ Agreement that were most at issue in this case are generally customary for significant equity investments and are seen in many PIPE transactions.

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Mergers and Acquisitions Stock IT Acquisitions 52

Mergers and Inquisitions

APRIL 10, 2024

Amidst the miserable deal environment of the past few years, there has been one bright spot: sports private equity. Over two-thirds of NBA teams have a private equity connection or investment , and all major U.S. Table Of Contents Sports Private Equity Defined Why Did Private Equity Suddenly “Get Interested” in Sports?

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Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. Founded in 2015, Valsoft has been among the most active strategic buyers of software, making 28 deals in 2023 alone.

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Cooley M&A

FEBRUARY 1, 2024

Carve out tech acquisitions also continued to be attractive to strategic and private equity buyers, with GTCR’s acquisition of a majority stake in Worldpay from FIS for up to $18.5 Private equity activity accounted for only 27% of tech M&A in 2023, a six-year low (and a substantial decrease from the 2021 record of 36%).

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M&A Mergers and Acquisitions Private Equity Equities 59

The TRADE

DECEMBER 21, 2023

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 The SEC also appears particularly intent on introducing more reporting rules across asset classes while also reviewing market structure for equities.

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