TechCrunch: M&A

JUNE 27, 2023

Founded in 2018, Berbix focuses on verifying users’ identities by checking scanned IDs in real time. Socure , the identity verification service that raised a massive $450 million Series E round at a $4.5 Berbix previously raised a total of $11.6 million , including a $9 million Series A round led by Mayfield in 2020.

Valuation 195

Valuation Acquisitions Engineering Healthcare 195

The TRADE

JANUARY 15, 2024

Elsewhere in her career, Jacobs served as a summer intern at Liquidnet in 2018, before eventually joining the firm in a full-time role in 2019. Throughout his career, Halpern has held trading and portfolio management roles at a wide variety of firms. This followed an internship at M&G Investments in 2017.

Portfolio Management 72

Portfolio Management Trading Portfolio Management 72

Benchmark International

JUNE 14, 2024

Founded in 2018, GEOGRAPH serves over 150 customers and more than 1,000 users in the United States and in three international geographies. All parties were a pleasure to work with, and we are excited about the opportunities that this combination will afford both the GEOGRAPH and Abingdon teams moving forward.”

Utilities 59

Utilities Consulting Healthcare Portfolio 59

The TRADE

JULY 25, 2024

Nickalls joined Ninety One in 2013 as a client operations analyst, moving into a portfolio implementation role in 2015 and taking up his current role as fixed income trader in 2018. He was recognised as a Rising Star of Trading and Execution at Leaders in Trading in 2021.

Asset Management 52

Asset Management Trading Media Portfolio 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.

Investment 111

Investment Funds Capital Business 111

Growth Business

JANUARY 15, 2024

The startup was founded in 2018 and received $11 million (£8.64 Founded in 2020 and located in Exeter, the start-up digitises commercial property portfolios and displays the risks a location offers. . #4 – Loadsure Loadsure is a freight insurance platform that allows retail brokers to offer single shipment cover in 40 seconds or less.

Insurance 104

Insurance Funds Business IT 104

How2Exit

FEBRUARY 18, 2024

Prior to joining Valsoft in 2018, Costa honed his skills in investment banking, focusing on the bond market before deciding to dive headfirst into the exciting world of software acquisitions and mergers. rn The Valsoft Integration Playbook rn Successfully blending new acquisitions into the existing portfolio requires a fine-tuned strategy.

Acquisitions 130

Acquisitions Investment Mergers and Acquisitions Business 130

The TRADE

SEPTEMBER 18, 2023

Walker originally joined LSEG in 2018 and has since served as head of equity and fixed income primary markets. Charvin is based out of London and was most recently global co-head of custom baskets and EQ managed portfolio solutions at Goldman Sachs.

Bank 64

Bank Banking Stock Equities 64

The Deal

FEBRUARY 8, 2024

in 2018 for an undisclosed amount. The portfolio company has since expanded to nine states in the Midwest and, most recently, the Sunbelt region through add-ons. Caymus bought Columbus, Ohio-based TriplePoint, then known as Temp-Con Inc. , TriplePoint primarily served the greater Kansas City market at the time of the acquisition.

Private Equity 52

Private Equity Equities Funds Portfolio 52

The TRADE

JULY 29, 2024

He joined Ninety One in 2013 as a client operations analyst, moving into a portfolio implementation role in 2015 and taking up his current role as fixed income trader in 2018. According to an update on social media, Nickalls will join the sell-side next month in an emerging markets credit role.

Asset Management 64

Asset Management Equities Trading Sale 64

The TRADE

FEBRUARY 5, 2024

Booij, who is joining the Eurex executive board in May, most recently served as chief executive of ABN AMRO Clearing, having been appointed in 2018. Robbert Booij is set to take over as chief executive of Eurex Frankfurt AG, effective from 1 July 2024, succeeding Michael Peters in the role.

Investment Banking 64

Investment Banking Finance Finance Equities 64

Accenture Capital Markets

SEPTEMBER 5, 2023

i] Despite the focus of recent media attention on fintech firms, I predict 2018 will see a resurgence for wealth management incumbents who are now making headway on their own digital wealth platforms. And with 291.3 million fintech users projected by 2022, I don’t expect those headlines to slow down anytime soon. [i]

Management 52

Management Portfolio Management Portfolio Financial Services 52

The Deal

DECEMBER 4, 2023

NMI’s purchase of the commercial division of SphereCommerce LLC continues the Insight Partners portfolio company’s years-long series of acquisitions to build out its payment platform. in March 2018 to expand its card-present capabilities, meaning transactions in which a card is physically present at the sale.

Private Equity 52

Private Equity Sale Equities Business 52

The TRADE

JUNE 29, 2023

Cboe has expanded the trading period for in its high yield and investment grade corporate bond futures to nearly 24-hours per weekday to help investors manage their credit portfolios. am ET on the current day – as of Q3 this year.

Corporation 59

Corporation Trading Capital Investors 59

OfficeHours

JULY 11, 2023

On that note though — if diversity events are starting though… You know On-Cycle is around the corner here… Questions I would ask if I was an Analyst in an in-person diversity session: I just saw X deal happen, new portfolio company — were you involved with that?

Investment Banking 130

Investment Banking Bank Banking Middle Market 130

The Deal

FEBRUARY 6, 2024

billion in 2018. MoFo’s Liu counseled McGrath last year on its $400 million purchase of Vesta Modular from Kinderhook Industries and the $265 million sale of Adler Tank Rentals LLC to Kinderhook portfolio company Ironclad Environmental Solutions. to Double Eagle Acquisition Corp. A&O’s William F.

Mergers and Acquisitions 52

Mergers and Acquisitions Finance Finance M&A 52

Mergers and Inquisitions

JANUARY 31, 2024

Portfolio Structure: Unlike MM portfolios, SM portfolios do not have to be market–neutral or based on pair trades; many SM funds also tend to run much more concentrated portfolios (e.g., 10 – 15 positions rather than 100+). This is especially common in areas like distressed debt investing that depend heavily on catalysts.

Funds 59

Funds Management S&P Recruitment 59

Peak Frameworks

AUGUST 15, 2023

For instance, the 2018 U.S. It can help inform investment strategies, particularly in relation to market timing, risk management, and portfolio rebalancing. Risk Management and Portfolio Adjustment Investors can use the Fear and Greed Index as a risk management tool.

Investors 52

Investors Stock Risk Management Investment 52

Sun Acquisitions

AUGUST 2, 2024

By acquiring a company with expertise in these materials, a paving firm can diversify its material portfolio, offering clients more durable and sustainable paving solutions. This can lead to higher customer satisfaction and a stronger market position. cement manufacturer.

M&A 52

M&A Mergers and Acquisitions Acquisitions Corporation 52

The TRADE

SEPTEMBER 25, 2024

The advent has been likened to the events surrounding Mifid II in Europe in 2018 and the years since, with many expressing exasperation with the US Securities and Exchange Commission (SEC) over its ‘everything at once’ approach to change.

Trading 64

Trading Investment IT Management 64

The TRADE

NOVEMBER 6, 2023

Beginning her career at Dresdner Kleinwort Benson as director and head of portfolio sales trading in 1997, she later went on to spend six years at JP Morgan, initially as an executive director and head of execution sales responsible for electronic and portfolio trading and ETFs.

Trading 52

Trading Asset Management Equities Management 52

Growth Business

MAY 19, 2023

Number of successful exits: 21 including Chargemaster which was acquired by BP in 2018 for £129m. Winners of the UKBAA’s ‘Most Active Investor in the Regions’ award in 2019, Equity Gap members currently invest in over 30 companies, leveraging over £70m in total investment into its growing portfolio.

Investors 105

Investors Investment Funds Business 105

Growth Business

NOVEMBER 2, 2023

Unlike standard venture capital firms, CVCs work a lot closer with their portfolio companies in developing a particular technology that is beneficial to both parties. The likes of Google, BP and Unilever all have their own CVC divisions backing UK-based companies within their industries.

Corporation 52

Corporation Capital Investment Media 52

Razorpay

MARCH 21, 2024

In 2018, eMandate was introduced. API-based eNACH, more commonly known as eMandate, was introduced by NPCI around 2018. You compared other banks, gathered documents, submitted them, and waited for verification. It was a tedious process with manual steps, taking months and resulting in rejections. How do e-mandates work?

IT 98

IT Bank Banking Accountant 98

How2Exit

MAY 22, 2023

He believes that investors should have an understanding of the different types of investments available and how they can be used to diversify their portfolio. In 2018, Walker released his book “By Then Build” which was inspired by this idea. He wrote a book, By Then Build, and released it in 2018.

Business 130

Business Book-building Acquisitions Investment 130

Focus Investment Banking

MARCH 28, 2024

A typical ophthalmology PPM was founded in 2018 and has completed ten total acquisitions since (and thus, is now partnered with ten practices). Exits” – where private equity firms sell a PPM company from their portfolio – have also been very limited. The typical ophthalmology PPM is also regionally focused. A third group (e.g.,

Private Equity 52

Private Equity Equities Valuation Acquisitions 52

Focus Investment Banking

APRIL 1, 2024

Introduction Private equity groups began investing in the ear, nose, and throat and allergy space in 2018. Exits” – where private equity firms sell a PPM company from their portfolio – have also been very limited. Many are willing to enter entirely new areas of the country, but only with a significant partnership.

Private Equity 52

Private Equity Equities Investment Negotiation 52

Focus Investment Banking

APRIL 14, 2024

From 2018 to 2021, the total number of bakery workers declined nearly 12%, leaving operators struggling to replace highly experienced talent. In addition to aging infrastructure challenges, the bakery industry is dealing with demographic shifts. Bakery industry challenges remain, and the market is increasingly competitive.

M&A 52

M&A Food Private Equity Manufacturing 52

Wall Street Mojo

JANUARY 18, 2024

read more regularly invest in such bonds issued by a sovereign government, and it forms a major part of their investment portfolio. Bullet bonds, be it for short-term or long-term, collectively build the bullet bond portfolio of an investor. Table of contents What Is A Bullet Bond? The bonds mature on 31st Dec 2022.

Financial Modeling 52

Financial Modeling Financial Models Debt Financial Institution 52

The TRADE

JANUARY 3, 2024

Coalition Greenwich points out that from 2018 to 2022 the number of outsourced trading providers grew from fewer than 10 to more than 40. Meanwhile in Frankfurt, Dirk Heim joined as head of EU execution from Quoniam Asset Management, managing the execution of global equity portfolio baskets alongside derivatives. The list goes on.

Trading 64

Trading Asset Management M&A Broker 64

Growth Business

SEPTEMBER 13, 2023

It was an early investor in Babylon Health, Darktrace and Deliveroo, and its portfolio companies have grown to an aggregate value of over $7bn. All of the firm’s portfolio companies are capable of dominating their respective markets on a global scale. of successful exits: 8 Website: www.hoxtonventures.com Contact: businessplans@hoxton.vc

Capital 52

Capital Business Funds Investment 52

CNBC: Investing

NOVEMBER 26, 2024

A Republican sweep in Washington could mean that the tax cuts that went into effect in 2018 have a chance of sticking around.

Portfolio 135

Portfolio IT 135

Growth Business

MARCH 1, 2024

A private equity investor’s track record in structuring their investments conservatively, supporting sustainable growth at their portfolio companies, and adhering to a set of established investment principles throughout the economic cycle has great importance. million in February 2018, in exchange for a majority stake in the business.

Private Equity 59

Private Equity Equities Investment Business 59

TechCrunch: M&A

JULY 28, 2023

It took six years to reach $1 billion (in 2018), according to Kohli. It launched its AngelList Treasury offering a few weeks ago, in addition to Projector, a portfolio modeling tool, and, more recently, it launched Relay, an AI-driven portfolio Analyzer tool. It raised about $2 million afterwards, led by Justin Kan.

Private Equity 207

Private Equity Equities Acquisitions Funds 207

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. Dan Morgan, global head of portfolio solutions at State Street, sees the outsourced trading journey as a marathon, not a sprint, but says larger managers are certainly asking questions. “If

Trading 64

Trading Management Funds Asset Management 64

Cooley M&A

SEPTEMBER 16, 2022

portfolio companies of private equity firms that go public with the private equity firm retaining a significant stake or spinoffs from legacy conglomerates) often do not have comparable transfer restrictions in their charters. [2] Bill Roegge. Meredith Klionsky. Teddy Nimetz. [1] Dual-class companies that emerged in other contexts (e.g.,

M&A 59

M&A IPO Shares Mergers and Acquisitions 59

The TRADE

OCTOBER 24, 2024

These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfolio management. The quasi-dark venues properly took off in 2018 with the introduction of Mifid II and greater restrictions on dark trading.

Trading 120

Trading Investors IT S&P 120