Sun Acquisitions

DECEMBER 16, 2024

In 2021, Siemens Mobility acquired a leading electric bus charging solutions manufacturer. The post Greening the Bottom Line: M&A Heats the Race for Sustainable Innovation appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

M&A 59

M&A Mergers and Acquisitions Collaboration Private Equity 59

The TRADE

JANUARY 30, 2024

Read more: E-trading platforms experienced increased share of US equity trading volume in 2023 Asset managers and brokers have been driven to automate their trading workflows and accomplish more with less to cope with reduced commission rates, budget restrictions and smaller teams.

Equities 80

Equities Trading Electronics Asset Management 80

How2Exit

OCTOBER 10, 2023

He started Boopos in early 2021 to address the challenges that buyers face in accessing financing for acquiring online businesses. rn They pre-approve a lot of deals from various brokers and have funded over 30 buyers so far. rn Boopos looks at the quality of revenues and financial metrics when evaluating businesses for funding.

Funds 130

Funds Business Mergers and Acquisitions Finance 130

The TRADE

SEPTEMBER 6, 2024

For brokers and custodians, the single biggest impact of T+1 has been the 30% reduction in clearing margin, with 80% of the sell-side seeing this development as strongly impactful to their businesses. Funding has also seen notable impact — albeit with an imbalance across the sell-side and buy-sides.

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Broker Trading Financial Market Securities 64

The TRADE

MAY 28, 2024

Start-up crypto prime brokerage FalconX has launched a dedicated foreign exchange desk, leveraging the firm’s existing crypto connectivity, which it gained a Virtual Financial Assets (VFA) license for in 2021.

Broker 64

Broker Financial Asset Trading Media 64

The TRADE

JUNE 17, 2024

CEDX came to market in 2021, officially launching with a futures and options trading offering. Until IMC’s announcement, Interactive Brokers was the most recent participant to join the exchange, having joined earlier this month. The exchange launched single stock options trading in November last year.

Trading 64

Trading Equities Broker Stock 64

The TRADE

MARCH 12, 2024

Deutsche Bank has signed up to the onboarding and maintenance platform for custody, broker trading, and buy-side accounts offered by ascending fintech Saphyre. The fintech also has relationships with custody giants BNY Mellon and JP Morgan dating back to 2021 and 2020, respectively.

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Bank Banking Trading Broker 64

The TRADE

JUNE 13, 2023

According to the business, the initial rollout “is focused on allocations processing and trade confirmations, with trade lifecycle transparency across the multiple brokers and the clearinghouse on each trade”. Currently, the TDN comprises 16 banks and brokers and 40 investment managers and hedge funds.

Funds 59

Funds Bank Banking Broker 59

Growth Business

JANUARY 15, 2024

4 – Loadsure Loadsure is a freight insurance platform that allows retail brokers to offer single shipment cover in 40 seconds or less. In 2021, it raised £400,000 in pre-seed funding. #10 The startup was founded in 2021 and offers products including employers’ liability, D&O and public liability. million) Series A round. #4

Insurance 104

Insurance Funds Business IT 104

The TRADE

APRIL 5, 2024

European agency broker Kepler moved to acquire Ellipsis from Exane in 2021. Asset management subsidiary, Ellipsis, claims that following close of the acquisition it will be among the top five asset managers in Europe active in this space. At the time of the transaction, the asset manager had €2.8

Asset Management 64

Asset Management Portfolio Management Business Management 64

The TRADE

OCTOBER 18, 2023

Goldman Sachs, Morgan Stanley, Susquehanna International Securities, and Interactive Brokers. Interactive Brokers is set to become a direct trading participant on CEDX, as well as a direct clearing participant for equity derivatives on Cboe Clear Europe N.V.

Stock 72

Stock Equities Trading Broker 72

The TRADE

JANUARY 18, 2024

If the order is routed through a floor broker, they can source liquidity, manage the order and get true price discovery. When brokers are facing off with a whole crowd full of highly capitalised traders, they can work the order a bit better, control the execution and have more effective price discovery.”

Trading 130

Trading Electronics S&P Broker 130

The TRADE

FEBRUARY 26, 2024

Demoulin joined Redburn Atlantic in 2021 having previously served as head of dealing at Verrazzano and as a senior dealer at FrontPoint Partners. Atkins joined Redburn Atlantic in 2004 as a sales trader having previously served for eight years at Morgan Grenfell and two years at Marathon Asset Management.

Sale 59

Sale Trading Business Equities 59

The TRADE

FEBRUARY 6, 2024

Since 2021 the business has strategically focused on EMS capabilities in fixed-income cash and derivatives, where the business claimed: “the buy-side’s need was most acute”. Adroit’s system integrates with dozens of broker-dealers, data sources, trading venues, and order management systems (OMSs), broker-dealers and data sources.

Trading 59

Trading Capital Broker Portfolio Management 59

The TRADE

JANUARY 22, 2024

Russo was promoted to the role having served as a senior associate at the firm since October 2021. Before that, O’Driscoll spent just over a year in a junior broker role at the firm. JP Morgan Chase & Co. appointed Dom Russo vice president, senior trader.

Trading 69

Trading Sale Investment Manager Broker 69

The TRADE

NOVEMBER 8, 2023

Tiefenbrun has held various roles across the industry, including leading the agency equities trading services across EMEA at Bank of America Merril Lynch before moving to Cboe in 2021 as head of European equities.

Equities 59

Equities Trading Broker Consulting 59

Sun Acquisitions

FEBRUARY 10, 2023

more than in 2021. Forecasts are predicting that in 2023 there will be nearly 2,934 hotel openings across the globe, up from 2,246 opened in 2021. Your broker can lead these discussions. This is a process that your individual brokers, attorneys, and accountants should facilitate.

Business 52

Business Broker Valuation Sale 52

The TRADE

JULY 17, 2024

He subsequently has continued to rise through the ranks, landing his first vice president role in 2021. Alongside her appointment, Citi also named a new chief executive of its broker dealer entity Citigroup Global Markets Inc (CGMI), Dina Faenson. In her new role as head of NAM markets, she will coordinate strategy for the division.

Electronics 52

Electronics Sale Equities Trading 52

The TRADE

JULY 6, 2023

Retail traders typically follow equity performance closely – a trend dating back to 2021. Wholesales were found to have increased their consumption of flow from retail brokers. Elsewhere, Liquidnet noted the role payment for order flow (PFOF) structures are playing in pushing volumes off-exchange.

Retail 64

Retail Portfolio Management Equities Broker 64

How2Exit

JUNE 10, 2024

After being laid off in 2021, Shane pivoted to business ownership, acquiring a three-location trailer dealership in the Dallas-Fort Worth area. In a twist of fate, a restructuring layoff in 2021 became the catalyst for his foray into acquisition entrepreneurship. “Hey, I sent you an email. Just wanted to introduce myself.

Corporation 100

Corporation Mergers and Acquisitions Acquisitions Business 100

The TRADE

AUGUST 2, 2023

ION and Cboe Europe Derivatives (CEDX) are set to expand Tier 1 banks and brokers’ access to pan-European derivatives markets through a new collaboration. ABN Amro Clearing, Goldman Sachs and Morgan Stanley became the first participant banks to back the new Cboe Amsterdam derivatives exchange in April 2021 ahead of its launch.

Trading 52

Trading Broker Equities Stock 52

The TRADE

NOVEMBER 29, 2023

Alternative trading system (ATS) PureStream Trading Technologies launched in 2021 and was developed to re-engineer the price and liquidity discovery process for institutional traders using open-ended liquidity transfer rates, as with those found in data networks. The ATS has gained support from across the street since its inception.

Trading 64

Trading Retail Broker Electronics 64

How2Exit

MARCH 23, 2023

By 2021, the median deal size had increased to $1.8 There are many brokers out there who may be more interested in getting a listing fee than helping the entrepreneur maximize their value. It is also important to look into licensing requirements for brokers and real estate agents.

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M&A Business Book-building Sale 130

Viking Mergers & Acquisitions

MAY 4, 2023

Jacob joined the Viking team in 2021 out of the Tampa division and has found himself working with an exciting group that shares his passion for helping small business owners. Why Viking Is Here Viking’s Tampa business brokers and advisors are experienced professionals here for the long term. It’s important to people.

Broker 52

Broker Business Mergers and Acquisitions Finance 52

Lake Country Advisors

MARCH 2, 2021

Joe Braier, President of Lake Country Advisors, was one of the experts in a M&A Round-table discussion in February 2021. Going into 2021, all agreed that has we get into the new year, this should be a banner year for M&A activity because of the backup due to Covid. He answered, it’s a little bit of both.

Business 52

Business Mergers and Acquisitions Underwriting M&A 52

Sun Acquisitions

JANUARY 17, 2023

1. Hire a Business Broker. Business brokers are experts who specialize in assisting business owners and investors to sell or buy companies. As a seller, brokers have the expertise and experience to help you find potential buyers, negotiate terms of the sale, and handle all the various paperwork that’s involved.

Healthcare 52

Healthcare Business Broker Private Equity 52

How2Exit

OCTOBER 23, 2023

In 2021, he successfully acquired Appletree Business Services, a small business accounting firm, and has since made additional tuck-in acquisitions. He faced challenges in finding a suitable accounting firm to purchase, as many brokers were hesitant to work with him due to his lack of CPA credentials.

Accountant 130

Accountant Shares Mergers and Acquisitions Acquisitions 130

The TRADE

OCTOBER 18, 2024

Data from Convergence tracking the top 25 prime brokers showed their market share grew from 83.3% The bank also highlights to us how “as a global multi-asset class prime broker, we are structured to deliver the widest range of services regardless of strategy type or product complexity”. in April 2023, to 92% in 2024.

Funds 69

Funds Broker Bank Banking 69

The TRADE

NOVEMBER 20, 2023

Hong Kong-based Marwat previously worked at Credit Suisse, focused on AES, algorithmic, and direct market access (DMA) trading, before joining Balyasny Asset Management in 2021 as a trader. Umair Khan Marwat joined Millennium as a trader, following almost two and a half years at Balyasny Asset Management.

Asset Management 64

Asset Management Management Trading Investment 64

Sica Fletcher

APRIL 2, 2024

Granted, these numbers are not quite at pre-pandemic levels yet (although they are close), and they are nowhere near the M&A boom of 2021. Insurance M&A over the last 18 months has been especially kind to insurance brokers, who saw a sharp increase in deal value between 2022 and 2023. Learn more at SicaFletcher.com.

M&A 52

M&A Insurance S&P Broker 52

The TRADE

JULY 25, 2023

The PRA specifically cited “significant failures in risk management and governance between 1 January 2020 and 31 March 2021, in connection with the Firms’ exposures to Archegos Capital Management”. The default of Archegos Capital Management, a $10 billion family office founded by renowned New York investor Bill Hwang, occurred in March 2021.

Risk Management 52

Risk Management Bank Banking Management 52

Sica Fletcher

MARCH 31, 2022

Background Over the past several years, there has been an enormous wave of M&A transactions in our industry as agency principals have been capitalizing on the unprecedented demand for insurance brokers. Size of Agency Has a Direct Impact on Multiple Paid – There is a distinct linear relationship between agency size and EBITDA multiple.

Acquisitions 52

Acquisitions Insurance M&A Private Equity 52

The TRADE

JUNE 1, 2023

to five million ticket sizes remained relatively consistent when compared to 2021, while the five to 10 million and 10 to 50 million ticket sizes continued to decrease. million and 2.5 The sub one million ticket size buckets contribute towards around 90% of tickets today.

Trading 64

Trading Investment Electronics Broker 64

Growth Business

AUGUST 22, 2023

There were a record-breaking 85 new tech unicorns created in Europe in 2021, and the UK is at the epicentre with 44. In August 2021, ZEPZ raised $292m in a funding round which saw its valuation increase to $5bn. #7 The group comprises of brokering firm Howden, underwriting agency DUAL, MGA and its data and analytics arm HX.

Insurance 52

Insurance Bank Banking Funds 52

The TRADE

AUGUST 21, 2023

Certainly, there will be a lot of burden on broker dealers to adjust their routing and adding venues, but it’s not incredibly impactful.” billion in 2020 and 2021 on PFOF, most of it on options, followed by Susquehanna (G1X global execution brokers), which spent a $1.5

Equities 52

Equities Retail Trading Broker 52

The TRADE

APRIL 17, 2024

We want our brokers to be able to accept receiving pre-allocations for these orders. Second, you should allocate most orders to the best performing brokers, while others should receive sufficient orders to determine which broker performs best in the next period.” Order allocation is an interesting challenge.

Trading 59

Trading Equities Asset Management Portfolio Management 59

The TRADE

NOVEMBER 6, 2023

Stevens joined Aquis in 2021 and had previously held various senior roles across financial services and technology. His past positions included chief executive of foreign exchange broker Global Reach Group, as well as senior roles at Investment Technology Group, JP Morgan and Goldman Sachs.

Sale 64

Sale Equities Trading Electronics 64