How2Exit

MAY 20, 2024

Starting from childhood enterprises to careers in sales and a formal education in business school, Barnett has accumulated a wealth of experience that led him to own a business broker office for several years before venturing into banking.

Business 130

Business Book-building Equities Acquisitions 130

The TRADE

OCTOBER 21, 2024

Last year, Goldman Sachs’ chief operating officer for EMEA equity execution services Eleanor Beasley took home the Industry Person of the Year Award in a landslide victory. Over the course of his career, Baugh has become renowned as a trusted partner to clients and for leading positive change in the European equities marketplace.

Trading 98

Trading Equities Financial Market Advisory 98

The TRADE

DECEMBER 11, 2023

Kepler Cheuvreux’s execution sales specialist Cherry Albon is set to join Berenberg next year, according to multiple sources familiar with the matter. Albon has been appointed associate director, senior sales for EMEA electronic trading and program trading, set to join the firm in February next year.

Trading 64

Trading Sale Electronics Financial Institution 64

The TRADE

JULY 10, 2023

RBC’s co-head of European electronic sales and trading, Bianca Gould, is set to leave the bank after almost three years, as part of streamlining measures. 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.

Sale 52

Sale Trading Electronics Equities 52

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.

Trading 64

Trading Investment Banking Bank Banking 64

Shearman & Sterling

DECEMBER 18, 2018

Slights III of the Delaware Court of Chancery denied a motion to dismiss breach of fiduciary duty claims against the former CEO of a technology company (the "Company") in connection with its take-private sale to a private equity firm. In re Xura, Inc. Stockholder Litigation, C.A. 12698-VCS (Del. LLC, 125 A.3d 3d 304 (Del.

Private Equity 52

Private Equity Sale Equities Shares 52

The TRADE

NOVEMBER 6, 2023

Industry Person of the Year 2023 shortlist: Seema Arora, managing director, head of execution sales, Instinet Europe Champion of The TRADE’s Rising Stars of Trading and Execution award scheme, Instinet Europe’s Seema Arora needs little introduction with an extensive financial career spanning more than 25 years.

Trading 52

Trading Asset Management Equities Management 52

Wall Street Mojo

JANUARY 17, 2024

The investing activities comprise the long-term asset purchase or sale. In contrast, the financing activities involve all transactions that affect the equity and liabilities of a company. Investing Activities = The cash transactions related to the acquisition and sale of long-term assets. read more like salaries, taxes, etc.

Accountant 98

Accountant Finance Finance Profitability 98

Shearman & Sterling

NOVEMBER 27, 2018

(the "Company") against former members of its board of directors in connection with the take-private acquisition of the Company by a private equity buyer group in June 2017. In Re Tangoe, Inc. Stockholders Litigation, C.A. 2017-0650-JRS (Del Ch. KKR Financial Holdings LLC, 125 A.3d 3d 304 (Del. § 102(b)(7).

Acquisitions 52

Acquisitions Private Equity Sale Equities 52

The TRADE

DECEMBER 27, 2023

The plan was to create an integrated North American dealer to significantly advance its growth strategy in the region, specifically through the addition of Cowen’s US equities sales trading, execution, and research offering. Songca’s appointment comes after nine years with Ninety One, originally joining the asset manager in 2015.

Acquisitions 110

Acquisitions Trading Mergers and Acquisitions Capital Market 110

Shearman & Sterling

DECEMBER 18, 2018

Slights III of the Delaware Court of Chancery denied a motion to dismiss breach of fiduciary duty claims against the former CEO of a technology company (the "Company") in connection with its take-private sale to a private equity firm. In re Xura, Inc. Stockholder Litigation, C.A. 12698-VCS (Del. LLC, 125 A.3d 3d 304 (Del.

Private Equity 40

Private Equity Sale Equities Shares 40

Shearman & Sterling

NOVEMBER 27, 2018

(the "Company") against former members of its board of directors in connection with the take-private acquisition of the Company by a private equity buyer group in June 2017. In Re Tangoe, Inc. Stockholders Litigation, C.A. 2017-0650-JRS (Del Ch. KKR Financial Holdings LLC, 125 A.3d 3d 304 (Del. § 102(b)(7).

Acquisitions 40

Acquisitions Private Equity Sale Equities 40

The Deal

JUNE 23, 2023

The recent purchase of Riverbed Technology LLC reflects a burgeoning niche for middle-market technology turnaround investor Vector Capital Management LP: buying companies from lenders who converted debt to equity through reorganizations. reported that Riverbed’s sales came to about $535 million for the 12 months ended Sept.

Debt 52

Debt Middle Market Capital Profitability 52

Sica Fletcher

JULY 1, 2020

Update on Private Equity and Insurance Brokerages In our ,, previous article , we reported that the COVID-19 pandemic had not diminished the pace of mergers and acquisitions transactions we are seeing in the insurance agency and brokerage sector. Dry PE powder had almost doubled since the end of 2015, when it stood at $750 billion.

Private Equity 52

Private Equity Insurance Debt Equities 52

Focus Investment Banking

JANUARY 18, 2024

Prior to the sale of the company to ABRA, now Caliber Collision, he was president and COO, operating 12 facilities encompassing two states, with sales exceeding $30 million. In May 2015, Keenan Auto Body hired FOCUS to represent it in its sale to ABRA. When the sale is done, it's real.

Sale 52

Sale Business M&A IT 52

Mergers and Inquisitions

JUNE 26, 2023

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. Private Equity Modeling, Credit Modeling, Hedge Fund Modeling & Stock Pitches, etc.).

Financial Models 59

Financial Models Financial Modeling Private Equity M&A 59

Cooley M&A

JULY 9, 2021

In the Delaware appraisal decisions that have followed, the court has consistently found deal price (minus synergies) to be the most reliable indicator of fair value, so long as there was a sufficiently robust sales process that bore “objective indicia” of reliability. Pre-Payment of Appraisal Award Non-Refundable. Conclusion. 1] In Halpin v.

Mergers and Acquisitions 52

Mergers and Acquisitions Sale Shares Entertainment 52

Solganick & Co.

OCTOBER 28, 2022

Solganick served as the exclusive advisor to Orlando, FL-based Pandera Systems , LLC (“Pandera Systems” or “Pandera”) in its strategic merger with Chicago, IL-based 66degrees (“66degrees”), backed by growth-oriented private equity firm Sunstone Partners. Founded in 2015, the firm has over $1.7 billion committed to its three funds.

Mergers 52

Mergers IT Mergers and Acquisitions M&A 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. Reduced Profit Share: Taking on angel investors often means giving up equity in your startup, which can dilute your ownership stake and reduce your share of future profits. FAQs What is angel investing?

Investment 52

Investment IT Investors Business 52

Peak Frameworks

OCTOBER 30, 2023

Funding and Growth Potential Certain structures, like corporations , often find it easier to raise capital through stock sales. If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which help thousands of candidates land top jobs every year.

Business 52

Business Mergers and Acquisitions Corporation Profitability 52

Cooley M&A

SEPTEMBER 16, 2022

The sale of a publicly traded company in the US will generally require the approval of the holders of a majority of the voting power of the company’s outstanding shares as a precondition to the sale’s completion. [5] of the transaction’s equity value. [15]. Voting agreements in public M&A transactions.

M&A 59

M&A IPO Shares Mergers and Acquisitions 59

Growth Business

AUGUST 22, 2023

This valuation is either achieved through an equity financing round or via financial performance indicators. 2 – Revolut Value: $27.8bn Founded: 2015 What do they do? Fintech Bio: Founded in 2015, Revolut started off offering money transfer and exchange. 8 – Monzo Value: $4.5bn Founded: 2015 What do they do?

Insurance 52

Insurance Bank Banking Funds 52

Cleary M&A and Corporate Governance Watch

MAY 10, 2023

In each of Stroud and Williams , the alleged defensive measures were included in charter amendments that were put to a standalone vote, whereas in Santa Fe the challenged deal protections were part of a sale agreement where stockholders were only asked to approve the transaction as a whole. But that does not mean Unocal will always apply.

Mergers and Acquisitions 52

Mergers and Acquisitions Stock IT Acquisitions 52

Cooley M&A

MAY 5, 2020

Each of the defendant directors (or their affiliates) agreed to rollover a substantial part of their equity as part of the transaction, and received certain other benefits not shared with the disinterested public stockholders. The Salladay case reiterates the need for full disclosure that is not misleading. 2013) (“Trados II”). [2]

Negotiation 40

Negotiation Mergers and Acquisitions Utilities IT 40

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?

Private Equity 103

Private Equity Equities Funds Entertainment 103

The Deal

SEPTEMBER 7, 2023

is said to be approaching the second round with at least a handful of private equity firms in tow. American Industrial Partners has owned automotive fluids supplier Reladyne LLC since it acquired the then-$110 million-in-Ebitda business from Audax Private Equity via an auction that was expected to yield a deal north of $1 billion.

Private Equity 52

Private Equity Equities Capital Business 52

Software Equity Group

AUGUST 20, 2024

Founded in 2015, Valsoft has been among the most active strategic buyers of software, making 28 deals in 2023 alone. Since its founding in 2012, the private-equity-backed company has made 69 investments. SEG also advised Advantive’s purchase of Pepperi , a leading omnichannel B2B sales platform for wholesalers and distributors.

Investment 52

Investment Management Acquisitions Business 52

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%).

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

The TRADE

DECEMBER 21, 2023

Those investments bolster their technology, scale and the level of talent and experience on their desks, to the point where the sales pitch becomes unavoidable for some. The SEC also appears particularly intent on introducing more reporting rules across asset classes while also reviewing market structure for equities.

Trading 64

Trading Management Funds Asset Management 64