The TRADE

JULY 22, 2024

Head of London equity trading at Morgan Stanley Investment Management, Mark Perry, has retired The TRADE revealed. Also notable was the announcement of Jeremy Ellis’ retirement as head of European equity trading at T. Citi named Jamie Miller head of electronic equity sales trading for the EMEA region. Rowe Price.

Trading 64

Trading Equities Sale Investment Manager 64

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. The number of transactions we are working on has not abated. Dry powder reached $1.4

Private Equity 52

Private Equity Insurance Debt Equities 52

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

Growth Business

NOVEMBER 23, 2023

Augmentum launched on the main market of the London Stock Exchange in 2018, giving businesses access to patient capital and support, unrestricted by conventional fund timelines and giving public markets investors access to a largely privately held investment sector during its main period of growth. Managed by IP Group and North East Finance.

Investment 111

Investment Funds Capital Business 111

Focus Investment Banking

JUNE 13, 2023

On April 23 a group led by private equity firm TPG agreed to acquire OneOncology, the nation’s largest independent community oncology network, in a deal valued at $2.1 While the biggest recent deal, OneOncology is hardly the first oncology platform to be sold to a private equity group. This article was previously published on JD Supra.

Hospitality 52

Hospitality Private Equity Mergers and Acquisitions Medical 52

Cooley M&A

NOVEMBER 1, 2018

In spite of a general environment of political and economic uncertainty and a daily sprinkling of stock market volatility, trade wars, sanctions, the U.S. In July 2018, the U.K. New records were attained in the past twelve months, eclipsing the previous highs set pre-2008 financial crash. corporations following the U.S.

M&A 52

M&A Mergers and Acquisitions Government Business 52

Growth Business

DECEMBER 12, 2023

The volume of UK fintech deals also dropped from 392 in the first half of 2022 to 212 UK M&A, private equity or VC deals completed in the first half of this year. 2 – SuperFi Aiming to help people get out of debt faster, SuperFi is a timely start-up given the current economic climate.

Bank 59

Bank Banking Debt Funds 59

Peak Frameworks

SEPTEMBER 12, 2023

While they're seen in numerous sectors, their significance shines particularly in investment banking , private equity, and corporate finance. In modern times, their usage has expanded, notably in sectors like investment banking and private equity , adapting to the dynamic needs of the financial industry. Why Retainer Fees?

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

Software Equity Group

FEBRUARY 28, 2023

SaaS EV/Revenue Multiples Median monthly EV/Revenue multiples were also a casualty of the overall economic decline. At the end of 2022, EV/Revenue multiples were still 15% higher than in 2018. The post Public SaaS Company Valuations and What They Mean for Private Companies appeared first on Software Equity Group.

Valuation 52

Valuation M&A Stock Profitability 52

Sica Fletcher

AUGUST 18, 2020

Private equity firms continue to drive transaction pace and value. And, in fact, the number of transactions in 2020 exceeded the amount for the same period in 2018. The insurance agency and brokerage M&A market continues to be extraordinarily robust, despite all the challenges and the economic dislocation we have witnessed.

M&A 52

M&A Insurance S&P Broker 52

Cooley M&A

MAY 5, 2020

In 2017, the Company began experiencing financial difficulty as it worked to update its flagship product, and in early 2018 it formed a special committee of its three independent directors to consider options for additional ways to raise capital.

Negotiation 40

Negotiation Mergers and Acquisitions Utilities IT 40

Cleary M&A and Corporate Governance Watch

FEBRUARY 2, 2024

Further, companies must take care to disclose more than the “key terms” [14] of a compensation package when seeking a shareholder vote ( i.e. , more than economic details). 2018-0408-KSJM at *120 (Del. 2018-0408-KSJM at *129 (Del. 2018-0408-KSJM at *156 (Del. First, given Musk’s already sizeable 21.9% 2] Tornetta v.

Negotiation 64

Negotiation IT Consulting Profitability 64

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. of the transaction’s equity value. [15]. As always, ambiguity begets litigation. 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

Cooley M&A

MAY 11, 2020

Amherst agreed to pay Front Yard $100 million in the form of a cash payment, equity investment and new loan facility. 2018-0927-SG (Del. 2018-0300-JTL (Del. Residential rental companies Front Yard Residential and Amherst Residential mutually agreed to terminate their planned $2.3 billion merger. Rent-A-Center Inc. , Jamie Leigh.

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Finance Finance 40

OfficeHours

AUGUST 30, 2023

What makes Private Equity roles so competitive? Join us tomorrow to learn more about the Periscope Equity process and hear from four individuals that have worked within Growth Equity/Private Equity discuss interviewing and hiring for the Buyside! Over 300 Applications Received in 4 Days!

Equities 130

Equities Private Equity Funds Mergers and Acquisitions 130

The TRADE

DECEMBER 21, 2023

Coalition Greenwich points out that from 2018 to 2022 the number of outsourced trading providers grew from fewer than 10 to more than 40. 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

Software Equity Group

MARCH 7, 2024

Alwar Pillai, Co-Founder and CEO Fable True Leadership in a Fast-Growing Category Alwar Pillai co-founded Fable in 2018 after witnessing firsthand the challenges enterprises faced in addressing digital accessibility. The post Meet the 2024 Female Trailblazers of SaaS appeared first on Software Equity Group.

Management 52

Management Collaboration IT Business 52

Software Equity Group

MARCH 7, 2024

Alwar Pillai, Co-Founder and CEO Fable True Leadership in a Fast-Growing Category Alwar Pillai co-founded Fable in 2018 after witnessing firsthand the challenges enterprises faced in addressing digital accessibility. The post Meet the 2024 Female Trailblazers of SaaS appeared first on Software Equity Group.

Management 52

Management Collaboration IT Business 52

Software Equity Group

MARCH 7, 2024

Alwar Pillai, Co-Founder and CEO Fable True Leadership in a Fast-Growing Category Alwar Pillai co-founded Fable in 2018 after witnessing firsthand the challenges enterprises faced in addressing digital accessibility. The post Meet the 2024 Female Trailblazers of SaaS appeared first on Software Equity Group.

Management 52

Management Collaboration IT Business 52

The TRADE

APRIL 30, 2024

Among the key components of Basel III is the increase in minimum capital requirements for banks, including higher common equity and Tier 1 capital ratios. Sceptics argue that higher capital requirements could tighten banks’ ability to lend, which could ultimately reduce economic growth.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

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

Sica Fletcher

FEBRUARY 9, 2021

As we have reported throughout the year, the M&A market for insurance brokers remained at peak, pre-pandemic levels despite all of the public health, political, social, and economic dislocations. We do not know if and under what terms the COVID-19 rescue package and long-term economic recovery plan will be passed.

Capital 52

Capital IT Economics Insurance 52

Focus Investment Banking

FEBRUARY 11, 2025

McKessons acquisition of PRISM Vision Group is an important milestone for private equitys investments in optometry practices. PRISM was founded in 2018 with Quad-C Managements acquisition of NJ Retina, a large Retina practice in New Jersey. Since then, PRISM has partnered with more than 20 ophthalmology groups throughout the Northeast.

Private Equity 52

Private Equity Healthcare Equities Medical 52