The TRADE

JANUARY 24, 2024

Citi has 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. The post Citi appoints from within for two new global equities trading roles appeared first on The TRADE.

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Equities Trading Risk Management Management 58

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth.

Private Equity 59

Private Equity Equities Investment Business 59

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.

Equities 52

Equities Stock Investors Business 52

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.

Private Equity 52

Private Equity Equities Insurance Capital 52

Sica Fletcher

APRIL 18, 2024

Price, however, is not the only consideration - contemporary deals also include additional considerations, like equity and overall deal structure, to determine what a business owner will actually get from a completed M&A transaction. Equity When selling an insurance agency, price used to be the end-all, be-all discussion.

Insurance 52

Insurance Equities M&A Finance 52

Peak Frameworks

MAY 22, 2023

The accounting equation is a fundamental concept in finance that every private equity professional, investment banker, and corporate , finance expert should be familiar with. If you're interested in recruiting for private equity and mastering concepts like the accounting equation, you should check out our Private Equity Course.

Accountant 52

Accountant Equities Debt Private Equity 52

The TRADE

JANUARY 26, 2024

He had been with the exchange group for nearly six years, joining as its head of sales, marketing and global business development, for its cash secondary markets and Turquoise in 2017. The post Former LSEG’s Scott Bradley joins institutional equities platform OneChronos appeared first on The TRADE.

Equities 52

Equities Trading Sale Electronics 52

Francine Way

MAY 15, 2017

As an agent for the company, management should be aware that shareholders (equity holders) would want to leverage their equity to maximize returns while managing the amount of distress that excess debt will create. Liquidation value Equity value With all of these determinants, the larger the value or size, the better.

Debt 130

Debt M&A Acquisitions Management 130

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?

Private Equity 52

Private Equity Equities Insurance Business 52

Francine Way

JULY 12, 2017

Calculate cost of debt, cost of equity, and weighted average cost of capital (WACC). Determine the year-by-year future non-equity claims from the latest 10-K, especially those that will occur during the forecast horizon, and their combined present value. The cost of equity calculation is more complex.

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Discounted Cash Flow Valuation M&A DCF 130

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.

Trading 58

Trading Equities Asset Management Portfolio Management 58

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.

Equities 40

Equities Stock Investors Business 40

The TRADE

AUGUST 1, 2023

The players that now dominate in the EMEA equities space are typically larger and have roots that stretch across the Atlantic due to tricky market conditions that have made economies of scale and the ability to internalise risk increasingly essential. “If Goldman Sachs’ equities revenues globally had fallen from $3.24

Equities 52

Equities Trading Electronics Sale 52

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.

Equities 40

Equities Capital IT 40

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

Private Equity 98

Private Equity S&P Equities Finance 98

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.

Trading 58

Trading Asset Management Equities Investment Manager 58

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.

Equities 52

Equities Investors Stock Business 52

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

Mergers 52

Mergers Equities Business 52

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.

M&A 52

M&A Management Private Equity Healthcare 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.,

Mergers 52

Mergers Equities Securities IT 52

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.

Equities 68

Equities Sale Trading Investment Banking 68

The TRADE

SEPTEMBER 30, 2024

Oliveira originally joined BNP Baribas as part of its corporate and institutional banking division in 2017 as deputy head of Hispanic, LATAM CIB. Luke Holmes, head of equity sales trading, US clients at Kepler Cheuvreux left the firm after five years, as revealed by The TRADE. Bernstein and Goldman Sachs. His next role is unconfirmed.

Trading 63

Trading Sale Equities Asset Management 63

Shearman & Sterling

APRIL 11, 2017

On March 31, 2017, Vice Chancellor Joseph R. In re Saba Software, Inc. Stockholder Litigation, C.A. 10697-VCS (Del. The Court held that plaintiff's allegations, if taken as true, "allow a reasonable inference that the stockholder vote approving the transaction was neither fully informed nor uncoerced."

Mergers 52

Mergers Private Equity Equities Capital 52

Shearman & Sterling

MAY 23, 2017

May 15, 2017). to entrench themselves" when they approved the WPZ acquisition in the context of "acquisition overtures" made toward Williams by another company, Energy Transfer Equity, L.P. ("ETE"). 12717-VCG (Del. Plaintiff, a Williams shareholder, alleged that Williams' directors were "motivated.

Acquisitions 52

Acquisitions Equities IT 52

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.

Trading 58

Trading Sale Capital Market Equities 58

Shearman & Sterling

AUGUST 15, 2017

On August 1, 2017, the Delaware Supreme Court, in an opinion by Chief Justice Leo E. reversed and remanded an appraisal ruling that had determined the buyout of DFC Global Corporation ("DFC") by private equity investor Lone Star at $9.50 Strine, Jr., per share significantly undervalued the stock of DFC. DFC Global Corp.

Discounted Cash Flow 52

Discounted Cash Flow Private Equity Shares Debt 52

Shearman & Sterling

DECEMBER 19, 2017

On December 14, 2017, the Delaware Supreme Court, in an opinion by Justice Karen L. per share significantly undervalued the stock of Dell. . ("Dell") by its CEO and founder, Michael Dell, and affiliates of a private equity firm, Silver Lake Partners ("Silver Lake"), at $13.75 In re Appraisal of Dell Inc.,

Discounted Cash Flow 52

Discounted Cash Flow DCF Private Equity Shares 52

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. 2017-0650-JRS (Del Ch. In Re Tangoe, Inc. Stockholders Litigation, C.A.

Acquisitions 52

Acquisitions Private Equity Sale Equities 52

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).

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40

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.

Asset Management 63

Asset Management Management Trading Equities 63

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.

Equities 40

Equities Investors Stock Business 40

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.

Investment 63

Investment Investors Asset Management Sale 63

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.

Portfolio Management 71

Portfolio Management Trading Portfolio Management 71

Bronte Capital

OCTOBER 23, 2022

As an equity guy this has bugged me all my life. Fixed income seems more complicated than equities. And not in 2017. The air came out of financial markets when you realised you just can't trust anything they say. And most importantly you could not trust that you were getting your money back. A rolling loan gathers no loss.

Financial Market 130

Financial Market IT Management Asset Management 130

Growth Business

SEPTEMBER 13, 2023

Most exciting tech companies in Manchester This list collates the best in the city based on equity raised, turnover growth year-on-year and impact in their respective fields. #1 in equity from the likes of Index Ventures and EKA Ventures. #5 in equity funding. #10 I do think some of the narrative is changing.”

Funds 105

Funds Business Equities Investment 105

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

Mergers 40

Mergers Equities Business 40

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. .”

Trading 52

Trading Equities Collaboration IT 52