Mergers and Inquisitions

MAY 17, 2023

Ever since the 2008 financial crisis, there has been massive hype about both private equity and technology. Over the past few decades, technology private equity has gone from “barely existing” to representing the largest single sector in PE by both deal value and deal count. Why Did PE Firms Start Buying Tech Companies?

Private Equity 64

Private Equity Equities Recruitment Funds 64

Sun Acquisitions

DECEMBER 16, 2024

For example, a renewable energy company looking to expand its portfolio might acquire a startup specializing in geothermal energy. In 2021, Siemens Mobility acquired a leading electric bus charging solutions manufacturer. M&A provides a shortcut for companies to acquire the missing puzzle piece.

M&A 59

M&A Mergers and Acquisitions Collaboration Private Equity 59

The TRADE

APRIL 5, 2024

As part of the deal two Rothschild portfolio managers – Cristina Jarrin and Mikael Dauvert – will move to Ellipsis AM. Ellipsis AM’s convertible team currently comprises of four portfolio managers, with each one performing the role of trader alongside acting as portfolio manager.

Asset Management 64

Asset Management Portfolio Management Business Management 64

Growth Business

AUGUST 23, 2023

However, VCTs shovelling in new cash into early-stage companies wasn’t necessarily a sign of confidence – rather a measure to keep portfolio companies abreast of inflation at nearly 9 per cent. Total sales of VCT supported companies totalled £18.2bn in 2022, growth of 54 per cent versus 2021. per cent.

Investment 98

Investment Capital Funds Portfolio 98

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 59

Trading Equities Asset Management Portfolio Management 59

The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. It’s been busy.

Funds 59

Funds Capital Capital Market S&P 59

The TRADE

JUNE 24, 2024

Before joining MEAG in 2021, George worked at the multi-family office Novethos and previously held positions at various banks and private banks. He joined Northern Trust in 2007 and has since worked in senior roles across portfolio management, client management and sales.

Asset Management 64

Asset Management Management Sale Portfolio Management 64

The Deal

SEPTEMBER 7, 2023

builds on its portfolio of technology for application programming interfaces, or APIs, a critical part of software development that lets applications talk to each other. For example, the 2021 purchase of BugSnag Inc. With the acquisition of Stoplight Inc. , SmartBear Software Inc. 22 purchase. “How are we going to manage them?

M&A 98

M&A Portfolio Acquisitions Equities 98

The TRADE

JULY 6, 2023

Retail traders typically follow equity performance closely – a trend dating back to 2021. According to Liquidnet’s review, pressure put on equities throughout the course of this year has presented retail traders with a number of “valleys” that offer large percentage gains on specific stocks. billion worth of purchasing.

Retail 64

Retail Portfolio Management Equities Broker 64

The TRADE

JULY 29, 2024

Previously he worked as an equities and fixed income trader at James Hambro & Partners and before that as a high touch cash equities trader for Jefferies. 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.

Asset Management 64

Asset Management Equities Trading Sale 64

Mergers and Inquisitions

MARCH 13, 2023

Banks’ lending activities are constrained by: Regulatory Capital – All banks must maintain a certain amount of common shareholders’ equity to absorb unexpected losses on loans and other assets. These are marked to market value and do affect the bank’s common equity and regulatory capital ratios, such as its CET 1 Ratio. to back them.

Bank 123

Bank Banking Funds Government 123

Growth Business

JUNE 22, 2023

There were 2,722 equity deals in total in 2022, of which venture capital and private equity contributed in 1,329 of them. This was a 7 per cent drop from 2021’s total equity figure, but more than any other year. The UK is the biggest VC market in Europe and second most active in the world, second only to the US.

Business 52

Business Capital Equities Private Equity 52

Mergers and Inquisitions

JANUARY 3, 2024

My portfolio did “OK” (up 10% for the year), but it greatly underperformed the S&P 500 , which was up 24%. On the other hand, I was only down 9% in 2022 vs. a 19% drop for the S&P, so both the index and my portfolio are now back to “early 2022” numbers. and far too little in equities.

Investment 59

Investment S&P Equities Portfolio 59

InvestmentBank.com

MAY 26, 2021

As the world headed into the uncharted territory of a worldwide pandemic, investors in both debt and equity markets reacted to shifts and changing conditions in several interesting ways, and the lessons they learned and the actions they take this year will set the stage for everyone’s access to capital in the years to come.

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

Mergers and Inquisitions

JUNE 19, 2024

I noticed the other day that we had articles about how to start a private equity firm and how to start a hedge fund but nothing on venture capital. Before doing anything else, you must decide on your fund size and team size, which depend on your strategy and the number of portfolio companies you plan to invest in.

Capital 105

Capital Funds Investment Portfolio 105

The TRADE

FEBRUARY 26, 2024

He most recently served as global head of ETF product, having initially joined Goldman Sachs Asset Management back in 2017 to build out the US fund strategist model portfolio business. Elsewhere in his career, Gray served as a director at Credit Suisse, where he traded equities and European and Asian convertible bonds.

Asset Management 64

Asset Management Management Trading Capital Market 64

The TRADE

OCTOBER 31, 2024

Raymond joined LGIM as its head of credit trading in 2019 when the asset manager was undergoing the process of splitting up its portfolio management and trading capabilities. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.

Portfolio 52

Portfolio Trading Management Asset Management 52

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Bank 52

Bank Banking Business Underwriting 52

The Deal

OCTOBER 17, 2023

Direct-to-consumer businesses, darlings of the investor community in 2021, saw their techlike valuations plummet. portfolio company Birkenstock GmbH & Co. Inflation, supply chain disruptions and the rising cost of debt stopped consumer companies in their tracks last year. KG having an underwhelming start.

M&A 64

M&A IPO Retail Medical 64

The TRADE

FEBRUARY 6, 2024

Order and execution management platform, Adroit Trading Technologies, has raised $15 million in its series A funding round led by specialised growth equity firm, Centana Growth Partners, with the capital set to be used to accelerate the business’ growth.

Trading 59

Trading Capital Broker Portfolio Management 59

The TRADE

FEBRUARY 12, 2024

Prior to joining Aladdin in 2021, he spent nearly seven years at IHS Markit in a sales and solutions role for EMEA, two and a half years at FactSet as its global head of sales and seven and a half years at Thomson Reuters as its head of sales for the Americas. Polar Capital confirmed his appointment. His new role is unconfirmed.

Capital 64

Capital Sale Asset Management Management 64

Growth Business

NOVEMBER 23, 2023

Form Ventures Form uniquely supports its portfolio start-ups to understand and navigate public policy FPE Capital Businesses must demonstrate the following: a capable management team, strong presence in large markets, rapid growth potential, disruptive products or services and defensible growth margins with recurring revenues.

Investment 111

Investment Funds Capital Business 111

Peak Frameworks

JANUARY 15, 2024

If you're interested in breaking into finance, check out our , Private Equity Course and , Investment Banking Course , which help thousands of candidates land top jobs every year. UBC also offers the elite Portfolio Management Foundation (PMF) program, which gives students practical investing experience and dedicated alumni support.

Investment Banking 52

Investment Banking Bank Banking Investment 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. Insight Partners joined backers Francisco Partners Management LLC and Great Hill Partners LP in September 2021. The Schaumburg, Ill.,

Private Equity 52

Private Equity Sale Equities Business 52

Tyton Partners

JANUARY 18, 2024

Inflated fundraising valuations earned by many early-stage companies during 2021 prompted early exits from companies’ institutional backers in 2023 leading to an accelerated M&A timetable and opportunities for buyers to realize quick wins through buyer-friendly transactions.

Education 52

Education Sale Middle Market Mergers and Acquisitions 52

Focus Investment Banking

APRIL 1, 2024

Summary Private equity-backed Physician Practice Management (“PPM”) companies in the ENT & Allergy space continued a conservative growth trajectory during Q1 2024. Introduction Private equity groups began investing in the ear, nose, and throat and allergy space in 2018.

Private Equity 52

Private Equity Equities Negotiation Investment 52

The TRADE

JUNE 19, 2023

Catton joined BlackRock in 2021 from Banco Santander where he had been a credit trader for four and a half years. Williams joined from BNY Mellon, where he spent the last six years, most recently serving as an equity trader. Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role.

Sale 64

Sale M&A Asset Management Investment Banking 64

The TRADE

OCTOBER 24, 2023

The pan-European central counterparty (CCP) has approval to clear cash equities, depositary receipts, ETFs, and equity derivatives (index futures and options). Its overall market share for cash equities clearing was 34% in the first half of 2023, an year-on-year increase from 2022.

Trading 59

Trading Risk Management Equities Management 59

TM Capital

NOVEMBER 29, 2022

By Nikitha Sattiraju, 14 November 2022 Asphalt paving and maintenance is fast becoming a service of choice for private equity investors. The fragmented category, which only five years ago had little backing from financial sponsors, now has portfolio companies contesting for family and founder owned assets to build businesses of scale.

Capital 52

Capital Middle Market Business Private Equity 52

Peak Frameworks

SEPTEMBER 19, 2023

An example that stands out is the surge in Bitcoin's price in late 2017 and again in 2021. Implications in Asset Pricing and Portfolio Selection Asset pricing is another area where this heuristic plays a role. Many individuals jumped into the crypto market, assuming that past significant gains represented future potential.

Finance 52

Finance Finance Private Equity Investment 52

Tyton Partners

NOVEMBER 28, 2023

Our journey reached new heights with the launch of Beyond Capital Ventures, our second fund, in April 2021. Every portfolio company receives tailored support, which can encompass legal or financial advisory assistance, mentorship, leadership training, and a dedicated presence on the Board. How do you measure your success?

Capital 59

Capital Funds Investment Portfolio 59

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

The Deal

FEBRUARY 6, 2024

He was at Morgan Stanley at the time and moved to Goldman in 2021. 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. WillScot has secured a $1.75 billion.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Finance Finance 52

The Deal

JUNE 22, 2023

The private equity and credit giant is planning to carve out one of the U.S. Bain is expected to do further asset paring within the Proterial portfolio, including in the U.S., Bain and its partners agreed in April 2021 to buy the 53% stake in Hitachi Metals held by Japanese conglomerate Hitachi Ltd. billion for Hitachi Metals.

Manufacturing 52

Manufacturing Private Equity Business Capital 52

Tyton Partners

MARCH 21, 2024

Combined, ~770k students participated in these three program types in 2022-2023, with ESAs rapidly gaining prominence and outpacing the growth of the other choice programs – between the 2021-22 and 2022-23 school years, participation in ESA programs nearly tripled.

Education 116

Education Accountant Funds Transportation 116

Solganick & Co.

SEPTEMBER 2, 2024

February 2024: As part of the aftershocks of Broadcom’s $69 billion acquisition of virtualization giant VMware in 2023, private equity firm KKR announced a deal to buy VMware’s End User Computing business for approximately $4 billion. The company went public in 2021 but was reportedly in acquisition talks with Thoma Bravo as early as 2022.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers M&A 52

Sica Fletcher

JUNE 20, 2024

The History of Private Equity in Insurance One of the primary forces differentiating the insurance M&A market in 2024 from those of decades past is the presence and dominance of private equity (PE) firms in the buyer space. Deal Volume Has Lowered Deal volume has never quite recovered from the near-record numbers posted in 2021.

M&A 52

M&A Insurance Valuation Equities 52