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

JUNE 7, 2023

During 2021, Britain’s fintech industry attracted a record £9.5bn in investment – nearly half of all investments in Europe. per cent this year and achieved unicorn status in September 2021, having raised £61m in funding. Its lending portfolio of £4.7bn also continues to grow. View all open roles at GoCardless, here. #4

Funds 98

Funds Bank Banking Investment 98

The Deal

OCTOBER 17, 2023

Direct-to-consumer businesses, darlings of the investor community in 2021, saw their techlike valuations plummet. But some subsectors, such as beauty, fragrance, residential services and medical spas, remained active as risk-off investors shifted deal activity toward categories they view as less discretionary, according to Leonhardt.

M&A 64

M&A IPO Retail Medical 64

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

Mergers and Inquisitions

OCTOBER 4, 2023

And that is exactly what happened when I watched Dumb Money , the movie about the GameStop short squeeze in 2021 , the other day. I wrote about the GameStop short squeeze back when it happened in February 2021, and it turned into the most popular article of the year. I wrote many articles about it.

Finance 105

Finance Finance Retail Entertainment 105

Accenture Capital Markets

OCTOBER 5, 2022

Insights on advice*: For example, there is an emerging group of new investors wanting specific supports on topics like cryptocurrency and environmental, social and governance (ESG) investing. Leveraging affective computing 40% of financial advisors want to use AI to process and understand a client’s emotions.

Management 98

Management Investment Advice Investors Capital Market 98

Mergers and Inquisitions

MARCH 13, 2024

Others would counter that growth equity’s rapid ascent was mostly due to the easy money that persisted between 2008 and 2021. There’s usually a long list of previous VC investors as well. Debt financing is much more common, and the GE firm is often the first institutional investor. Many hedge funds also joined the party.

Private Equity 105

Private Equity Equities Capital Portfolio 105

Growth Business

JANUARY 15, 2024

million) from investors in total, including a recent $16 million (£12.6 Founded in 2020 and located in Exeter, the start-up digitises commercial property portfolios and displays the risks a location offers. In 2021, it raised £400,000 in pre-seed funding. #10 The start-up has raised $19 million (£14.9 million) Series A round. #4

Insurance 104

Insurance Funds Business IT 104

The TRADE

JULY 6, 2023

Retail traders typically follow equity performance closely – a trend dating back to 2021. Despite retail flows not necessarily adding much in terms of available liquidity, Liquidnet noted that book depth, lower correlations and reduced volatility had improved for traders and portfolio managers. billion worth of purchasing.

Retail 64

Retail Portfolio Management Equities Broker 64

Growth Business

JUNE 22, 2023

This was a 7 per cent drop from 2021’s total equity figure, but more than any other year. In the first quarter of 2023, £2.38bn was deployed by investors – a 67 per cent decrease from Q1 2022 and a 36 per cent decrease from the previous quarter. London remains the epicentre, absorbing 69 per cent of those deals.

Business 52

Business Capital Equities Private Equity 52

Mergers and Inquisitions

MARCH 13, 2023

SVB’s deposits grew from ~$62 billion at the end of 2019 to $173 billion at the end of 2022, and its loan-to-deposit ratio went completely out of whack: Tech startups were flush with cash due to a ridiculous fundraising environment in 2020 – 2021, and they put the money they raised in the bank. billion loss on a $21 billion portfolio.

Bank 123

Bank Banking Funds Government 123

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

Tyton Partners

NOVEMBER 28, 2023

Voices of Impact is a continuing series from Tyton Partners that invites impact companies to shed light on their company’s impact in the space and illuminate the landscape for other education entrepreneurs and investors by answering five basic questions. At the portfolio level, for instance, our companies have impacted over 6.7

Capital 59

Capital Funds Investment Portfolio 59

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. “We Cboe’s push in the derivatives market is not limited to the US.

Corporation 59

Corporation Trading Capital Investors 59

The TRADE

MAY 14, 2024

Meanwhile, Clearwater PRISM is a data management and client reporting platform for firms that want a comprehensive view of their portfolios across multiple platforms and all asset types, according to the firm. “We Erste AM is a Central and Eastern European asset manager with €81.4

Asset Management 52

Asset Management Business Management Portfolio 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

Peak Frameworks

SEPTEMBER 19, 2023

Many investors heavily poured their money into tech companies, not because of their underlying value or future revenue streams , but largely because these firms looked representative of successful startups. An example that stands out is the surge in Bitcoin's price in late 2017 and again in 2021.

Finance 52

Finance Finance Private Equity Investment 52

Tyton Partners

JANUARY 18, 2024

Strategic and financial investors are responding to these market conditions with an increased focus on inorganic activity to bring more comprehensive solutions to the market to address the needs of their customers.

Education 52

Education Sale Middle Market Mergers and Acquisitions 52

InvestmentBank.com

JANUARY 14, 2021

Jonathan Simnett from corporate law firm Hampleton Partners was reported saying, “[t]he brakes have been slammed on funding until investors are able to create maps to navigate uncharted territory” [4]. First, VC investors remained confident in their previous investments. Retrieved January 3, 2021, from [link] [2] Cook, J.

Capital 40

Capital IPO S&P Investment 40

Tyton Partners

MAY 4, 2023

Deal-makers are eager to get back to deal-making The relative calm and quiet of 2022 (after a torrid deal-making pace during the latter half of 2020 and 2021) is giving way to an increasing sense of urgency. While some investors will undoubtedly take the risk, others may turn their attention to early-stage and non-control investments instead.

Education 52

Education Capital Raising Investment Investors 52

Growth Business

JULY 11, 2023

He should know; for his first venture he spent a year doing the rounds before successfully raising just over £1 million from legendary investor Jon Moulton (who rejected him the first time). Once you’ve made money for investors, it’s a different story.’ million can be raised by investors when they pool their resources,’ they said.

Finance 75

Finance Finance Business Funds 75

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

JULY 20, 2023

As the Securities and Exchange Commission reopens the comment period on proposed rules to increase transparency in the derivatives market, industry experts are questioning data put forward by the agency on the draft regulation’s impact on activist investors. Most activists can’t or won’t take that large a position,” he said. “You

Funds 52

Funds Investors Shares Investment 52

How2Exit

DECEMBER 11, 2023

The company also has a capital investment arm, bringing together investors, operating partners, and sellers to facilitate deals and provide opportunities for passive small business investing. 2021, March 10). rn Key Takeaways: rn rn Peterson Acquisitions has a 90% effective rate in sell-side brokerage. In How to Exit Podcast.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

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

Solganick & Co.

JANUARY 21, 2024

While deal volume dipped compared to 2021 and 2022’s frenetic pace, the sector displayed remarkable resilience, attracting continued investor and strategic buyer interest. billion : This acquisition reinforces Thales’ cybersecurity portfolio, particularly in cloud security solutions.

M&A 52

M&A Consulting IT Acquisitions 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: So, even if you’re advising entire companies, you must still be familiar with asset-level modeling and valuation and how an entire portfolio works. What Do You Do as an Analyst or Associate?

Investment Banking 59

Investment Banking Bank Banking Investment 59

The Deal

JULY 18, 2023

“While a select few lenders have maintained their hold size parameters, the overwhelming majority of lenders have significantly reduced their check size in response to the drop off in redemptions and repayments in their portfolios,” said Joseph Weissglass , managing director at middle market investment bank Configure Partners LLC.

Debt 52

Debt Finance Finance Private Equity 52

Cooley M&A

JANUARY 25, 2023

Although 2022 saw a general decline in M&A activity in the life sciences industry compared to 2021’s frenetic pace (when deal volume was up 52% from 2020 ), life sciences deal flow in 2022 on balance remained strong despite the headwinds. Let’s dig in.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

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

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

Growth Business

SEPTEMBER 26, 2023

VCTs were introduced in 1995, designed to encourage investment into small UK businesses by incentivising investors with tax relief. billion worth of investment being raised in 2021-22 alone. VCTs can complement other long-terms investments, such as pensions and ISAs, as well as help to diversify an investment portfolio.

Capital 59

Capital Business Funds Investment 59

FineMark

OCTOBER 17, 2023

billion, and ranked #6 on Forbes’ Real-Time Billionaires List (as of 10/11/23), Buffett is widely regarded as the most successful equity market investor of the past century. Repeating last year’s behavior, stocks and bonds correlated positively again in Q3, thus denying the traditional 60/40 investor any diversification benefits.

S&P 52

S&P Investment Portfolio Corporation 52

Growth Business

SEPTEMBER 13, 2023

Indeed, tech start-ups in London alone raised a record $26bn (£19bn) in funding in 2021, more than double the total in 2020. 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. Contact: london@antler.co

Capital 52

Capital Business Funds Investment 52

The TRADE

APRIL 17, 2024

“In the end, the efficiency that we hoped to reach with having one desk was not realised and therefore we said we want to focus on one specific asset class with dedicated equity traders, fixed income traders and FX traders,” says head of equity trading and operational portfolio management at Robeco, Robbert Wijgerse. “We

Trading 59

Trading Equities Asset Management Portfolio Management 59

Mergers and Inquisitions

MAY 17, 2023

Technology Private Equity Definition: A tech private equity firm raises capital from outside investors (Limited Partners), acquires minority or majority stakes in software, internet, hardware, and IT services companies, and grows and sell these stakes within 3 – 7 years to realize a return on their investment.

Private Equity 64

Private Equity Equities Recruitment Funds 64

Solganick & Co.

APRIL 24, 2024

Private equity buyers have opted to acquire systems integration businesses almost exclusively through their established portfolio companies, or add-on’s. Financial buyers, particularly private equity firms, have kept M&A volume afloat in the systems integration sector, accounting for 57.1% of all transactions through YTD.

Mergers 52

Mergers Mergers and Acquisitions M&A Consulting 52