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

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

How2Exit

AUGUST 21, 2023

Through venture capital funding, he was able to attract investors who believed in his vision and provided the necessary resources to build and grow the company. Eventually, Kindara was sold in 2018, showcasing the success that can come from venture capital-backed ventures.

Funds 130

Funds Investors Investment Business 130

Peak Frameworks

AUGUST 15, 2023

The Fear and Greed Index is a valuable gauge that attempts to quantify what many think cannot be measured – the emotional state of investors in the stock market. The Fear and Greed Index gauges the primary emotions driving investors: fear and greed. For instance, the 2018 U.S.

Investors 52

Investors Stock Risk Management Investment 52

The TRADE

AUGUST 21, 2023

The four separate rulemakings put forward by the US Securities and Exchange Commission (SEC) in December last year represent the most significant attempt to revamp market structure for US equities in recent memory. While evolution of equities market structure in the US is long overdue, what form it should come in is up for debate.

Equities 52

Equities Retail Trading Broker 52

Growth Business

MAY 31, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success According to research from Beauhurst , the first quarter of 2022 was the top performing equity investment quarter on record, with £7.28bn invested into UK start-ups. An angel investor is an individual investor with, usually, a high net worth.

Investment 96

Investment Investors Funds Business 96

Shearman & Sterling

FEBRUARY 12, 2019

and its affiliates), a private equity firm that had a controlling interest in plaintiff and whose partners served on plaintiff's board, with one as chairman. 360, 2018 (Del. On February 7, 2019, the Delaware Supreme Court issued an order affirming the dismissal of misappropriation claims by Alarm.com Holdings, Inc.

Private Equity 40

Private Equity Equities Investment Initial Public Offering 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

The TRADE

JULY 8, 2024

Cboe Europe has confirmed plans for the launch of its new volume weighted average price (VWAP) crossing service for equities at the end of this year. Scrapped in 2018 under Mifid II, former broker crossing networks (BCNs) used a similar workflow. It’s different messaging and event workflow and a different information dynamic.

Broker 105

Broker Trading Equities IT 105

Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

Investment 111

Investment Funds Capital Business 111

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.

Hospitality 40

Hospitality Private Equity Equities Acquisitions 40

The TRADE

JANUARY 12, 2024

The Securities and Exchange Commission (SEC) has charged Morgan Stanley and Pawan Passi, former head of its equity syndicate desk, with multi-year fraud linked to block trades. When market participants game the system for personal gain in this way, it erodes investor confidence and undermines market integrity.

Trading 64

Trading Business Investors Stock 64

Growth Business

NOVEMBER 6, 2023

National Grid Partners Founded: 2018 Sector focus: Energy Ticket size: N/A Current investments: N/A Exits: 6 Bio: National Grid Partners invests in companies which makes the power grid “safer, cleaner and smarter,” investing across all funding stages. It is interested in companies at pre-Series A through to pre-IPO stage.

Corporation 111

Corporation Capital Investment Media 111

Growth Business

SEPTEMBER 13, 2023

Last year, its tech start-ups raised a record £532m and it has seen steady venture capital investment since 2018. 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 funding. #10

Funds 105

Funds Business Investment Equities 105

Growth Business

FEBRUARY 28, 2024

The most active investor of Bristol’s startups is Seedrs , while angel investors Bristol Private Equity Club , Parkwalk , WebStart Bristol and Molten Ventures have also backed multiple startups in the city. The company was founded in 2016 and has raised over £30 million in equity investment since then. #2

Food 98

Food Engineering Manufacturing Equities 98

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

The Deal

JULY 18, 2023

In its latest continuation vehicle, Kline Hill Partners invested alongside Presidio Investors LLC in semiconductor testing company ElevATE Semiconductor Inc. “In 2018 or so, there was a turning point where continuation fund transactions got a lot of popularity,” Yanez said. Greenwich, Conn.-based

Funds 52

Funds Middle Market Investment Investors 52

Focus Investment Banking

MARCH 28, 2024

Summary Private equity’s investments in ophthalmology are entering a new, more mature lifecycle phase. We also expect many platform recapitalizations once private equity groups and lenders become comfortable with the interest rate environment. Investors tell us that they are waiting for more clarity on rates before going to market.

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

The TRADE

NOVEMBER 6, 2023

She later took on a role at the bank as executive director of investor flow sales responsible for the introduction of its derivative product to its UK client base. He served in a variety of senior equities roles until his most recent one as global head of equity strategy and head of equities for EMEA.

Trading 52

Trading Asset Management Equities Management 52

The TRADE

OCTOBER 6, 2023

In comparison with the US, China, Japan and some of the MENA markets, European traded volumes went from representing around 15% over that universe in 2018 to just about under 10% today. What is driving the next stage of innovation in equities? What should regulators’ focus be to foster more growth in Europe?

Trading 59

Trading Investors IT Equities 59

Sica Fletcher

DECEMBER 12, 2019

(Otherwise Known as “How Acquisitions Are Structured”) Our November blog post asked how a smaller agency can take advantage of the tsunami of private equity investment in insurance brokerages. Barring extenuating circumstances, 100% of the “value” of the equity is usually paid at the closing of the transaction.

Private Equity 52

Private Equity Insurance Equities Management 52

Focus Investment Banking

APRIL 14, 2024

These characteristics, coupled with bakery manufacturers’ ability to continually innovate and adapt to consumer trends, have attracted investors and boosted M&A activity in recent years. From 2018 to 2021, the total number of bakery workers declined nearly 12%, leaving operators struggling to replace highly experienced talent.

M&A 52

M&A Food Private Equity Manufacturing 52

How2Exit

MAY 22, 2023

He advises that investors should have an understanding of the different types of stocks available and how they work, as well as the different investment strategies that can be used. He recommends that investors look into the company’s financials, track record, and management team before investing.

Business 130

Business Book-building Acquisitions Investment 130

Cooley M&A

NOVEMBER 1, 2018

In October 2018, CFIUS (the Committee on Foreign Investment in the United States) launched a pilot program to require mandatory notification of certain non-controlling investments by foreign persons in U.S. In July 2018, the U.K. Technological superiority is now commonly equated with national security. corporations following the U.S.

M&A 52

M&A Mergers and Acquisitions Government Business 52

Software Equity Group

FEBRUARY 28, 2023

Fears of a recession caused companies to cut back on expenses, including non-mission critical software, and prompted investors in the public markets to forgo high-risk/high-growth companies in favor of safer assets with dependable and predictable cash flow. At the end of 2022, EV/Revenue multiples were still 15% higher than in 2018.

Valuation 52

Valuation M&A Stock Profitability 52

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

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. 3 – Kani Fintech reporting and reconciliation made simple is the raison d’être of Kani , a B2B SaaS platform founded in 2018.

Banking 59

Banking Bank Debt Funds 59

Growth Business

NOVEMBER 2, 2023

Channel 4 Ventures Founded: 2015 Sector focus: Consumer Ticket size: £1m – £5m of media airtime Current investments: 22 Exits: 4 Bio: Channel 4 Ventures offers high growth companies the opportunity to leverage its advertising slots in exchange for equity. It is interested in companies at pre-Series A through to pre-IPO stage.

Corporation 52

Corporation Capital Investment Media 52

TechCrunch: M&A

JULY 28, 2023

AngelList , an organization that started out by teaming up founders with early-stage investors, is expanding into the private equity space. Founded in 2010, AngelList started as a mailing list for high-quality angel investors before turning into one of the most powerful fundraising channels for early-stage startups.

Private Equity 216

Private Equity Equities Acquisitions Funds 216

The Deal

SEPTEMBER 22, 2023

The strategy centers around developing a symbiotic “flywheel” relationship between the consumer products and media properties, while tapping Ivest’s expertise in licensing, M&A and what Loch terms a “private equity 2.0” The investor describes CloudCo as a mini Warner Bros., ” approach. “It’s

Entertainment 40

Entertainment Private Equity Business M&A 40

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

Growth Business

SEPTEMBER 13, 2023

However, the reality is that many venture capital investors are playing it cautious, wanting to invest in later, safer funding rounds for companies with proven revenue. Ascension Ventures Mini bio: Ascension Ventures is one of the most active seed investors in the UK. of successful exits: N/A Website: www.antler.co

Capital 52

Capital Business Funds Investment 52

Devensoft

JUNE 15, 2023

By reducing their debt-to-equity ratio, companies can appear less risky to lenders and investors, which can translate into lower borrowing costs and greater access to capital. This can include issuing new equity, retiring existing debt, or pursuing other financial strategies that maximize value for shareholders.

M&A 52

M&A Debt Capital Mergers and Acquisitions 52

Mergers and Inquisitions

JANUARY 31, 2024

If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. Single-Manager Hedge Fund Performance The multi-manager hedge fund article described how MM funds grew faster than the overall industry between 2018 and 2023.

Funds 59

Funds Management S&P Recruitment 59

Software Equity Group

JULY 9, 2024

. “This is one of those very foundational questions that you might not think is important when you’re going to sell, but ultimately, your buyers are going to be buying the equity of your business, so they need to know who actually needs to sell that equity to them.” How to Think Like Software Investors & Buyers.

Sale 52

Sale Corporation M&A Negotiation 52

Razorpay

MARCH 21, 2024

In 2018, eMandate was introduced. API-based eNACH, more commonly known as eMandate, was introduced by NPCI around 2018. The risk appetite of customers has also gone up, and they are willing to invest in instruments such as mutual funds, equities, ULIPs and more. How do e-mandates work?

IT 98

IT Bank Banking Accountant 98

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. They have enormous amounts of dry powder that they must deploy and continue to have access to very inexpensive debt.

M&A 52

M&A Insurance S&P Broker 52