The TRADE

JANUARY 9, 2024

Jacobs has spent the last five years at Liquidnet, most recently serving as an equity trader – a role she held for the last three and a half years. This followed an internship at M&G Investments in 2017. Liquidnet has appointed Lara Jacobs as head of international client trading EMEA, The TRADE can reveal.

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The TRADE

OCTOBER 18, 2023

Find previous years’ recognised shortlists here: 2022 – 2021 – 2020 – 2019 – 2018 – 2017 – 2016 – 2015. The shortlisted candidates will be handed their award during the Rising Stars of Trading and Execution awards ceremony, taking place as part of Leaders in Trading.

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The TRADE

APRIL 17, 2024

And, like most asset managers across the street, its global equity trading desk plays host to a variety of characters, each bringing their own individual string to the wider team’s bow. Robeco formerly had a central multi-asset trading desk across equities, foreign exchange and fixed income, headed up by Robbert Wijgerse.

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Trading Equities Asset Management Portfolio Management 59

Sica Fletcher

SEPTEMBER 25, 2019

In recent posts, we outlined the background of and reasons for the dramatic upsurge of private equity investment in the insurance brokerage industry , how the combination of private equity and low interest rates have dramatically raised valuations , and how private equity sponsored agencies increasingly dominate the insurance agency business.

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TechCrunch: M&A

JULY 25, 2023

The news comes four years after private equity giant Thoma Bravo acquired Imperva for $2.1 billion deal in 2017 to procure Gemalto , a company offering digital identification and data protection for industries such as banking. This includes a $5.5

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Align Business Advisory Services

DECEMBER 18, 2023

Introduction Since 2017, over 4,500 healthcare service companies have been acquired. Both strategic acquirers and private equity groups are heavily investing in Physician Practice Management (PPM) companies as they are recession resistant, have consistent cash flows, and are uniquely scalable.

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The TRADE

NOVEMBER 9, 2023

Find previous years’ recognised shortlists here: 2022 –  2021  –  2020  –  2019  –  2018  –  2017  –  2016  –  2015. Congratulations to all the winners below.

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Shearman & Sterling

DECEMBER 19, 2017

On December 13, 2017, the Delaware Supreme Court reversed the Court of Chancery's dismissal of fiduciary duty breach claims brought derivatively by stockholders of Investors Bancorp, Inc. December 13, 2017). In re Inv'rs Bancorp, Inc. Stockholder Litig., 12327-VCS (Del. In an opinion by Justice Collins J.

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The TRADE

JULY 25, 2024

The deal brought the newly rebranded Turquoise Plato to market with the aim of developing efficiencies in the European equities block trading space. ” Under the umbrella of the partnership, Turquoise Plato Block Discovery won The TRADE’s award for Outstanding Block Trading venue at Leaders in Trading in 2017. .”

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Sica Fletcher

NOVEMBER 19, 2019

Our recent blog posts have covered the private equity boom in insurance brokerages , however, the reality is that the vast preponderance of insurance brokerages (probably over 95%) have revenues under $5 million annually. How can you take advantage of the dramatic upsurge of private equity investment in the insurance brokerage?

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Shearman & Sterling

DECEMBER 19, 2017

On December 13, 2017, the Delaware Supreme Court reversed the Court of Chancery's dismissal of fiduciary duty breach claims brought derivatively by stockholders of Investors Bancorp, Inc. December 13, 2017). In re Inv'rs Bancorp, Inc. Stockholder Litig., 12327-VCS (Del. In an opinion by Justice Collins J.

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The TRADE

OCTOBER 13, 2023

Head of EMEA equity trading at Janus Henderson and markets stalwart, Richard Worrell, is set to leave the institution for a sales role at the London Stock Exchange Group (LSEG), The TRADE can reveal. The change marks a move away from the buy-side for Worrell who has an extensive equity trading career.

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The TRADE

OCTOBER 16, 2023

Head of EMEA equity trading at Janus Henderson and markets stalwart, Richard Worrell, is set to leave the institution for a sales role at the London Stock Exchange Group (LSEG). Worrell began his most recent spell at Janus Henderson in 2017 after a six-and-a-half-year tenure at Redburn as an equity sales trader.

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Shearman & Sterling

MAY 2, 2017

​On April 26, 2017, the United States Court of Appeals for the Second Circuit affirmed the dismissal of a lawsuit brought by a shareholder of Star Bulk Carriers Corp. ("Star Bulk") against its directors and entities affiliated with the director defendants. April 26, 2017). F5 Capital v. Pappas, No. 16-530 (2d Cir.

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The TRADE

JUNE 10, 2024

Hosie originally joined Credit Suisse in 2017 as its head of equities Asia Pacific, later assuming responsibility of the asset class for both Asia Pacific and EMEA and eventually taking up the role in a global capacity in 2023. He took up the role on an interim basis in March.

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The Deal

JUNE 22, 2023

for an undisclosed sum in 2020; of eVestment for $705 million in 2017; and of International Securities Exchange Holdings Inc. Geller is on the deal at Adenza, while managing partner Holden Spaht and partner Brian Jaffee lead the investment at Thoma Bravo, a private equity sponsor. Lam and Veblen counseled Nasdaq on its $2.75

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Sica Fletcher

AUGUST 5, 2024

Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2024 YTD in terms of total deals advised.

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M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions. According to S&P Global, Sica | Fletcher ranked as the #1 advisor to the insurance industry for 2017-2024 YTD in terms of total deals advised.

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M&A Broker Insurance Mergers and Acquisitions 52

The TRADE

JANUARY 15, 2024

Jacobs has spent the last five years at Liquidnet, most recently serving as an equity trader – a role she held for three and a half years. This followed an internship at M&G Investments in 2017. Liquidnet appointed Lara Jacobs as head of international client trading EMEA.

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The TRADE

FEBRUARY 26, 2024

He most recently served as global head of ETF product, having initially joined Goldman Sachs Asset Management back in 2017 to build out the US fund strategist model portfolio business. Elsewhere in his career, Gray served as a director at Credit Suisse, where he traded equities and European and Asian convertible bonds.

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The TRADE

NOVEMBER 24, 2023

The launch will also help promote international participation in China’s equities and fixed-income markets and increase investment and risk management opportunities in Hong Kong’s markets.

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Sica Fletcher

JULY 11, 2024

Equity Is the Name of the Game Using equity in place of cash payouts has become the M&A standard across all industries over the last 10 years, now comprising approximately 90% of the payouts in modern insurance M&A deal structures. Pay attention to how the equity a buyer offers is actually valued.

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Sica Fletcher

MAY 13, 2024

Private Equity-backed buyers retain their stronghold on M&A activity with 87% of Q1 2024 Index transactions, even as the interest rate environment and strategic acquisitions continue to slow down a handful of platforms. “The The shift in buyer rotation year-over-year continues to shape the dynamic insurance M&A landscape.

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The TRADE

JUNE 29, 2023

Investors in the US offshore market will be able to access Candriam’s existing UCITS funds that cover US high yield corporate bonds, emerging market equity and debt, and thematic strategies. 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.

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The TRADE

NOVEMBER 6, 2023

Eleanor Beasley, chief operating officer for EMEA equity execution services, Goldman Sachs Chief operating officer of EMEA equity execution services, Eleanor Beasley, joined Goldman Sachs to manage its new-look market structure team in 2019. He is also responsible for Liquidnet’s equity product strategy.

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InvestmentBank.com

OCTOBER 24, 2019

For the better part of the last decade, physician practices have seen a wave of consolidation by hospitals and private equity with 2018 being no exception [1]. In fact, acquisitions by hospitals and private equity in provider services broke records last year according to Bain & Co’s 2019 global healthcare report. 2014, August 1).

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The TRADE

JULY 15, 2024

Most recently, he served as equity and derivatives trader, vice president at SSGA, focused on the EMEA region, having joined the desk in December 2016. During his time at Cboe, Tilly was a driving force behind Cboe’s acquisition of BATS Global Markets in 2017, as well as overseeing the launch of products including 0DTE options.

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The TRADE

FEBRUARY 14, 2024

In a panel at the JSE SA Trade Connect 2024 conference in Cape Town, South Africa, panellists explored the ways in which fragmentation is impacting the trading of dual listed equities in the South African market.

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The TRADE

JANUARY 29, 2024

Elsewhere, Sherlock most recently served in a European equity sales role since 2021. Citi created two new equities roles, appointing from within, in a bid to drive its equity business strategy and “cement the gains made in the derivatives business,” according to an internal memo seen by The TRADE.

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Asset Management Trading Sale Equities 64

Shearman & Sterling

APRIL 11, 2017

On April 5, 2017, Vice Chancellor Joseph R. which had asserted a claim for breach of fiduciary duty in connection with the directors' decision to grant themselves restricted stock and stock options under an equity compensation plan previously approved by a stockholder vote. In re Investors Bancorp, Inc. 12327-VCS (Del.

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The TRADE

DECEMBER 11, 2023

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

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Cooley M&A

NOVEMBER 20, 2023

Compensation matters, including retention packages, equity treatment and related disclosure, are always key negotiating points in M&A transactions. Typically, M&A transactions involve converting target equity awards into buyer equity awards and granting new hire and retention awards to incoming employees.

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Shearman & Sterling

JANUARY 16, 2017

On January 5, 2017, Chancellor Andre G. In re Solera Holdings, Inc. In re Solera Holdings, Inc. Stockholder Litig., 11524-CB (Del. In doing so, Chancellor Bouchard relied on the doctrine set forth in Corwin v. KKR Financial Holdings LLC, 125 A.3d 3d 304 (Del. " Read More

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Sica Fletcher

AUGUST 30, 2023

The quarterly report emphasizes the ever-growing presence of private equity-backed firms in insurance brokerage M&A. About 91% of SF Index transactions were executed by private equity-backed firms through YTD June 2023, continuing the trend observed year over year. Learn more at , SicaFletcher.com.

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The Deal

JUNE 22, 2023

based Coastal was formed in 2017 through a partnership between CEO Brendon Pantano, Summer Street Capital Partners LLC and Concentric Equity Partners LP, according to an emailed press release from Macquarie. Boca Raton, Fla.-based

Asset Management 52

Asset Management Capital Equities Management 52

Shearman & Sterling

APRIL 4, 2017

On March 23, 2017, the Supreme Court of Delaware affirmed the Court of Chancery's denial of an injunction sought by plaintiff The Williams Companies, Inc. to prevent defendant Energy Transfer Equity, L.P. Energy Transfer Equity, L.P., from terminating a merger of the two energy companies. The Williams Companies.,

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Sica Fletcher

JULY 31, 2024

With such a high level of competition, they face the double-edged sword of higher overall valuations vs. a relatively smaller initial payout as equity becomes an increasingly larger percentage of buyer offers. Although sellers are in a good position to sell, they need to be wary of the equity that’s being offered.

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