The TRADE

NOVEMBER 9, 2023

In 2015, the European asset manager unified its trading teams under one multi-asset trading desk as part of a strategic review, aimed at executing a greater percentage of orders sent by portfolio managers.

Trading 52

Trading Portfolio Management Asset Management Investment 52

Shearman & Sterling

MAY 9, 2023

The action was brought after the Corporation acquired a portfolio company of an investor (the "Investor") in exchange for a 35% stake in the post-merger entity and entry into a stockholders' agreement that allegedly "restricted the [I]nvestor's voting and transfer rights." In re Edgio, Inc. 2022-0624-MTZ (Del.

Telecommunication 52

Telecommunication Corporation Investors Portfolio 52

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

The TRADE

JANUARY 8, 2024

Earlier in his career, Hinxman also held senior positions at CME Group before departing in 2015, most recently working as head of sales and commercial development for CME Europe. He began his career as a junior portfolio manager at RSA covering US equities.

Asset Management 64

Asset Management Equities Sale Investment Manager 64

Shearman & Sterling

MAY 9, 2023

The action was brought after the Corporation acquired a portfolio company of an investor (the "Investor") in exchange for a 35% stake in the post-merger entity and entry into a stockholders' agreement that allegedly "restricted the [I]nvestor's voting and transfer rights." In re Edgio, Inc. 2022-0624-MTZ (Del.

Telecommunication 40

Telecommunication Corporation Investors Portfolio 40

The Deal

AUGUST 10, 2023

Streamlining Portfolio Under Activists’ Watch Berry Global picked up the bulk of its nonwoven fabrics business in 2015 through the $2.45 Berry Global may choose to sell a smaller portion of assets or retain them altogether depending on the feedback it receives from the market and its advisers, the people cautioned.

Sale 52

Sale Engineering Business Portfolio 52

The TRADE

JULY 29, 2024

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. According to an update on social media, Nickalls will join the sell-side next month in an emerging markets credit role.

Asset Management 64

Asset Management Trading Equities Sale 64

The TRADE

JULY 10, 2023

Earlier this month he announced his departure from Liquidnet where he most recently served as co-head of trading for EMEA for two years, having originally joined the business in 2015. CME Group’s fixed income platform BrokerTec appointed Sara Carter as an executive director and global head of repo.

Sale 52

Sale Trading Electronics Equities 52

The TRADE

JULY 3, 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.

Trading 64

Trading Investment Banking Bank Banking 64

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

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

How2Exit

FEBRUARY 18, 2024

Valsoft Corporation, a Canadian software buyer, exemplifies this model, boasting over 90 successful acquisitions since its inception in 2015. rn The Valsoft Integration Playbook rn Successfully blending new acquisitions into the existing portfolio requires a fine-tuned strategy.

Acquisitions 130

Acquisitions Investment Mergers and Acquisitions Business 130

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

Capital 59

Capital Funds Investment Portfolio 59

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.”

Trading 64

Trading Investors Investment Portfolio Management 64

Growth Business

JUNE 7, 2023

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. The company is now recruiting for various positions including a data scientist , motor claims specialist and executive assistant in London. . #2

Funds 79

Funds Bank Banking Investment 79

The M&A Lawyer

OCTOBER 26, 2015

That’s why, in recent years, we’ve seen more and more private equity firms create a post-acquisition value for their portfolio companies. In fact, 90% of the buyouts GF Data tracks included a post-management solution or continuity in 2015, much higher than in previous years. Increasing Competition for Deals. Less is More.

Private Equity 130

Private Equity Equities Valuation Management 130

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. Consider the 2015 acquisition of Precision Castparts Corp. by Berkshire Hathaway.

Finance 52

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. Here, the aim is to track the performance of portfolio companies and ensure they are operating at peak efficiency. Periodic Review and Adjustment: Budgets aren't static.

Private Equity 52

Private Equity Investment Banking Corporate Finance Mergers and Acquisitions 52

How2Exit

SEPTEMBER 11, 2023

She discusses the importance of building a diverse portfolio of businesses with steady cash flows to provide long-term stability and resilience. rn Key Takeaways: rn rn Building a diverse portfolio of businesses with steady cash flows can provide long-term stability and resilience.

Mergers and Acquisitions 130

Mergers and Acquisitions Business M&A Portfolio 130

Peak Frameworks

SEPTEMBER 12, 2023

This stability is crucial for finance professionals to manage currency risks in their portfolios. The Information Technology Agreement, expanded in 2015, is one such instance, of eliminating tariffs on a significant number of tech products. Criticisms The WTO, while monumental in its achievements, isn’t without critics.

Trading 52

Trading Corporate Finance Private Equity Finance 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

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.

Investment 52

Investment Management Acquisitions Business 52

InvestmentBank.com

MAY 26, 2021

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]. Meanwhile, fundraisers suffered a significant reduction in new investments — on pace for the lowest annualized amount since 2015. So where do we go from here?

Capital Raising 52

Capital Raising Capital Debt Private Equity 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. It was an early investor in Babylon Health, Darktrace and Deliveroo, and its portfolio companies have grown to an aggregate value of over $7bn.

Capital 52

Capital Business Funds Investment 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 84

Investors Investment Funds Business 84

Peak Frameworks

MAY 17, 2023

In 2015, Goldman Sachs used VBA to automate the process of updating pitch books, cutting the time spent on the task by 50%. For example, a portfolio manager can use VBA to generate a real-time performance dashboard that highlights key portfolio metrics and trends.

Financial Modeling 52

Financial Modeling Financial Models Finance Finance 52

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. Background Limelight provides network service for delivery of digital media content and software. 1] Named for the Delaware Supreme Court’s decision in Corwin v. KKR Financial Holdings LLC , 125 A.3d

Mergers and Acquisitions 52

Mergers and Acquisitions Stock IT Acquisitions 52

Wall Street Mojo

JANUARY 4, 2024

Diversification : Empire building often involves diversifying the company’s portfolio by entering new markets or industries. in 2015, Google’s parent company, allowed it to diversify its business interests and operations. M&A can help expand market reach, eliminate competition, or gain access to valuable resources.

Mergers and Acquisitions 52

Mergers and Acquisitions Business Engineering Investment 52

Mergers and Inquisitions

APRIL 10, 2024

The Top Sports Private Equity Firms The list of sports PE firms was short in 2015, but it has exploded over time. And yes, I’m aware of Steve Cohen, David Tepper, and Steve Balmer, but they’re all single-team owners , which is a bit different than owning a portfolio of sports teams. How Do Sports Private Equity Deals Work?

Private Equity 103

Private Equity Equities Entertainment Funds 103

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.

Corporation 52

Corporation Capital Investment Media 52

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] Despite some isolated bright spots – such as Thoma Bravo’s $10.7 6] Will strategic tech buyers return to the fray in 2024?

M&A 59

M&A Mergers and Acquisitions Private Equity Acquisitions 59

Growth Business

MARCH 1, 2024

A private equity investor’s track record in structuring their investments conservatively, supporting sustainable growth at their portfolio companies, and adhering to a set of established investment principles throughout the economic cycle has great importance.

Private Equity 59

Private Equity Equities Investment Business 59

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. Stockholder litigation. As always, ambiguity begets litigation. Bill Roegge. Meredith Klionsky. Teddy Nimetz. [1] 1] This post mainly focuses on venture capital-backed dual-class companies.

M&A 59

M&A IPO Shares Mergers and Acquisitions 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

Trading 64

Trading Management Asset Management Funds 64

InvestmentBank.com

MAY 18, 2021

Today, there is a movement towards utilizing molecular diagnostics and personalized medicine making a diverse portfolio of products critical. Unlike the ACA, MACRA, otherwise known as the Medicare and Access and CHIP Reauthorization Act of 2015, has received bipartisan support among Democrats and Republicans. Justin Chakma et al.,

Healthcare 40

Healthcare M&A Valuation Hospitality 40