The TRADE

JUNE 20, 2023

Bloomberg has introduced a white label solution for US treasuries, allowing a wide range of broker dealers to provide liquidity for trades initiated on its platform as part of its D&I dealer initiative. This will then be routed to a range of counterparties, delivering pricing back to the counterparty which initiated the RFQ. “We

Broker 62

Broker Trading Electronics Boutique 62

Shearman & Sterling

OCTOBER 10, 2017

On September 29, 2017, Vice Chancellor Sam Glasscock III of the Delaware Court of Chancery granted in part and denied in part a motion to dismiss derivative claims for breach of fiduciary duty against the board of foreign exchange broker FXCM Inc. ("FXCM"), sustaining two grounds for breach after finding that demand would have been futile.

Broker 52

Broker Business 52

Shearman & Sterling

OCTOBER 10, 2017

On September 29, 2017, Vice Chancellor Sam Glasscock III of the Delaware Court of Chancery granted in part and denied in part a motion to dismiss derivative claims for breach of fiduciary duty against the board of foreign exchange broker FXCM Inc. ("FXCM"), sustaining two grounds for breach after finding that demand would have been futile.

Broker 40

Broker Business 40

Sun Acquisitions

NOVEMBER 15, 2024

In 2017, Disney acquired Pixar for $7.4 The post The Rise of Strategic M&A appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. For instance, in 2016, Walmart acquired Jet.com for $3.3 This acquisition was seen as a way for Walmart to improve its online presence and compete more effectively with Amazon.

M&A 59

M&A Profitability Finance Finance 59

The TRADE

JUNE 29, 2023

In preparation for Candriam’s entry into the new market, New York Life Investments’ sales teams will support introductory conversations with US-based broker dealers and other financial intermediaries. Candriam first expanded into the US with a New York office in 2017 as part of its continued partnership with New York Life and IndexIQ.

Investment 62

Investment Investors Asset Management Sale 62

Sun Acquisitions

APRIL 2, 2024

established in 2017, has carved a niche in the market by specializing in manufacturing outdoor living and garden décor products. to Grace Manufacturing appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. CHICAGO, IL, April 2, 2024 — Griffin Products, LLC.,

Manufacturing 59

Manufacturing Sale Acquisitions Mergers and Acquisitions 59

Sica Fletcher

APRIL 2, 2024

As the points above suggest, the other factor at play here is size: while smaller agencies and brokers saw steady deal volume despite lower valuations caused by rising interest rates, larger insurance companies did see a significant drop in deal volume over the last 18 months. Agency vs. Company: Which Is The Better Insurance M&A Deal?

Insurance 52

Insurance M&A S&P Broker 52

Growth Business

JANUARY 15, 2024

10 hottest insurtech startups in the UK #1 – Marshmallow The oldest startup on this list having been founded in 2017 and a UK unicorn, Marshmallow is still exploding in growth. 4 – Loadsure Loadsure is a freight insurance platform that allows retail brokers to offer single shipment cover in 40 seconds or less.

Insurance 80

Insurance Funds Business IT 80

The TRADE

FEBRUARY 14, 2024

JSE’s main competitor, A2X, went live in October 2017, offering an alternative trading venue for the secondary listing and trading of shares. Elsewhere, the Cape Town Stock Exchange (CTSE) caters to small to medium -sized businesses, licensed to issue both equity and debt. There needs to be [an even] playing field where everybody can do it.

Trading 67

Trading Equities Broker IT 67

Sica Fletcher

MARCH 8, 2024

EBITDA Multiples for Insurance Agencies, 2018-2024 (Projected) M&A Deal Volume for Insurance Agencies, 2018-2024 (Projected) *S&P Global Data taken from ,,, “Insurance Brokers and Servicers Sector View 2024” The most important news this data offers is that insurance M&A is not actually in the tailspin that many “experts” claim it to be.

Insurance 52

Insurance M&A S&P Valuation 52

The TRADE

JULY 3, 2023

Impacts Following the lapse of the letter, brokers in the US that are research driven, providing niche differentiated work to European asset management will be impacted, given that they don’t necessarily have the cost base to create a European entity in order to take the payments in cash in Europe. That bill is, however, not in effect.

Bulge Bracket 52

Bulge Bracket Asset Management Broker Trading 52

Sun Acquisitions

JULY 11, 2024

Similarly, Amazon’s acquisition of Whole Foods in 2017 was about more than just expanding into the grocery market. The post The Art of Acquisition: Building a Stronger Business through Strategic Mergers appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Mergers 59

Mergers Mergers and Acquisitions Acquisitions Business 59

The TRADE

DECEMBER 11, 2023

Previously in her career, she spent three and a half years as a cash equity broker at Tullett Prebon. Ip joined the exchange back in 2017, initially as director of product management & technology sales – a role he held until May 2022. She began her career at Newedge in a cash equity trading and sales role.

Trading 62

Trading Sale Electronics Financial Institution 62

The TRADE

JULY 10, 2023

The UK Government announced that it has accepted Kent’s review which also sets the path for potentially removing the unbundling rules – an inherited EU law that requires brokers to charge a separate fee for research.

Government 40

Government IT Investment Broker 40

Sun Acquisitions

MARCH 27, 2024

Danone’s Acquisition of WhiteWave Foods: In 2017, Danone acquired WhiteWave Foods, a leading organic food company. The post Sustainability and ESG: The Emerging Imperatives in Mergers and Acquisitions appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Mergers and Acquisitions 59

Mergers and Acquisitions Mergers Acquisitions M&A 59

The TRADE

APRIL 17, 2024

However, unlike the many buy-side desks looking to achieve synergies by merging asset classes, Robeco chose to separate its trading desks by asset class in 2017 in the pursuit of greater efficiency. We want our brokers to be able to accept receiving pre-allocations for these orders. In the past you would pick up the phone.

Trading 57

Trading Equities Asset Management Portfolio Management 57

Sica Fletcher

MARCH 28, 2024

AI has been a touchy subject in insurance M&A for years, with some predicting that it will replace brokers entirely. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on. Learn more at , SicaFletcher.com.

M&A 52

M&A Insurance Mergers and Acquisitions Equities 52

Sica Fletcher

SEPTEMBER 25, 2019

Acquiring agencies under the rubric of one broker leads to added growth and operating efficiencies for all the agencies involved. In 2018, we lead the country with 79 transactions completed for insurance agents and brokers, and in 2017, we led the country with 62 closed transactions.

Private Equity 52

Private Equity Equities Insurance Capital 52

Sun Acquisitions

AUGUST 2, 2024

Case Study 2: Watchfire Signs and LED Sign Supply In 2017, Watchfire Signs, a manufacturer of LED signs and digital billboards, acquired LED Sign Supply. The post Addressing Workforce Shortages in Sign Manufacturing Through Strategic Acquisitions appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Manufacturing 52

Manufacturing Acquisitions Mergers and Acquisitions M&A 52

Sun Acquisitions

AUGUST 2, 2024

Case Study 2: Danone and WhiteWave Foods Danone’s acquisition of WhiteWave Foods in 2017 is another prime example. The post M&A as a Route to Diversifying Health and Wellness Product Lines in Food Distribution appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Food 52

Food M&A Mergers and Acquisitions Portfolio 52

Sica Fletcher

JULY 1, 2024

scope of operation, broker/brokerage licensing, license transfer) that can also lead to more complicated deal structures when it’s time to sell. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on. Learn more at SicaFletcher.com.

Insurance 52

Insurance M&A Advisory Funds 52

Sica Fletcher

JULY 1, 2020

This was the fourth year in a row fundraising surpassed half a trillion dollars, with 2017, 2018, and 2019 recording the highest amounts of capital raised in history. But for now, the sky is certainly not falling, at least in terms of insurance agency and broker M&A. PE-backed deal flow declined somewhat in 2019.

Private Equity 52

Private Equity Insurance Debt Equities 52

Francine Way

JULY 8, 2017

Most companies, especially those with $20 million or more in sales, will engage an investment banker or professional advisor to manage the sale process (smaller companies will typically engage a broker-dealer). In an earlier M&A post, we have discussed how private companies’ accounting statements differ from public companies’.

M&A 130

M&A Acquisitions Sale Investment 130

Sica Fletcher

AUGUST 6, 2024

MidCap Advisors Stats Dowling & Partners Securities Dowling & Partners Securities specializes in equity research and broker-dealer services, providing investment banking services for insurance agencies as part of their capital markets department. Learn more at SicaFletcher.com.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

The TRADE

OCTOBER 24, 2024

Tradeweb launched its all-to-all corporate bond trading functionality in 2017. In years gone by, buy-side firms have placed orders via a sell-side broker to be traded on exchange. The process offers a disintermediation of the typical broker trading workflow and creates greater optionality for investors looking to access the markets.

Trading 118

Trading Investors IT S&P 118

Sica Fletcher

MARCH 26, 2024

The best approach is to work with a professional company that offers these services, which can take any form, from small business brokers to large investment banks, depending on the agency size. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on.

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

NOVEMBER 19, 2019

In 2018, we lead the country with 79 transactions completed for insurance agents and brokers, and in 2017, we led the country with 62 closed transactions. About Us Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S.

Private Equity 52

Private Equity Equities Insurance Business 52

Sica Fletcher

DECEMBER 12, 2019

In 2018, we led the country with 79 transactions completed for the insurance agents and brokers, and in 2017, we led the country with 62 closed transactions. About Us Among the brokerage community, Sica | Fletcher is well known as the leading strategic advisory firm in the U.S.

Private Equity 52

Private Equity Insurance Equities Management 52

The TRADE

APRIL 30, 2024

The transition away from Libor began in earnest in 2017, when regulators raised concerns about the reliability and integrity of the benchmark. A key aspect of Reg BI is the establishment of a higher standard of conduct for broker-dealers when making recommendations to retail customers.

Financial Institution 67

Financial Institution Financial Market Risk Management Bank 67

The TRADE

AUGUST 1, 2023

Some of the European banks which had emerging market equities as a peripheral business retreated between 2017-2019 period and as a result there was market share up for grabs. “We saw an opportunity where the market landscape had shifted around 2018,” adds Nielson. When it comes to algos, VWAP is most dominant in the quantitative space.

Equities 52

Equities Trading Electronics Sale 52

Growth Business

JULY 11, 2023

2) Invoice discounting / factoring ‘Many businesses fail to realise that one of the biggest assets on the balance sheet is the money owed by debtors,’ says Alex Hilton-Baird, who heads up his eponymous commercial brokering firm. For more information, contact the British Venture Capital Association at www.bvca.co.uk

Finance 60

Finance Finance Business Investors 60

The TRADE

AUGUST 7, 2024

Hantman tells The TRADE: “Between 2017-2019, especially in the UK and Europe, there was a lot of pressure for traders to justify their worth, especially considering things like Mifid II unbundling. One respondent specifically commented that “outsourced providers act as an extension to the trading desk and understand our trading goals”.

Trading 57

Trading Management IT Investment Manager 57

Growth Business

AUGUST 22, 2023

The group comprises of brokering firm Howden, underwriting agency DUAL, MGA and its data and analytics arm HX. Employees make up its largest shareholder group and in March 2022, the group acquired Italy’s largest insurance broker, Assiteca. #8 36 – Motorway Value: $1bn Founded: 2017 What do they do?

Insurance 52

Insurance Bank Banking Funds 52

The TRADE

JULY 24, 2023

Eppacher moved to New York in 2017 to take up the role of head of multi-asset for the Americas, before moving back to Germany to head up the firm’s global equities business and later took the helm all together as global head of trading in 2021. “In

Trading 52

Trading Portfolio Management Asset Management Management 52

Sica Fletcher

JUNE 20, 2024

2024 Insurance Broker M&A Market Overview For the first time, M&A acquirers are purchasing insurance brokerages at a loss in favor of possible long-term gains. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2023 YTD in terms of total deals advised on.

M&A 52

M&A Insurance Valuation Equities 52

Tyton Partners

JUNE 20, 2023

Cecilia Conrad (CC): Lever for Change is a broker. We started talking about it and created the first award in 2017. Tyton Partners (TP): What is Lever for Change? 100&Change puts the decision making of philanthropic funding to external voices TP You are working at a different scale than most philanthropy works.

Funds 52

Funds IT Collaboration M&A 52