Mergers and Inquisitions

NOVEMBER 1, 2023

When you hear the words “healthcare private equity,” two thoughts probably come to mind: Wait a minute, isn’t healthcare a risky/growth-oriented sector? Before delving into these nuances, we should take a step back and define the sector: Definitions: What is a Healthcare Private Equity Firm? Why do PE firms operate there?

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

The TRADE

JULY 24, 2023

When it comes to TCA in fixed income, the expert panellists were clear that it is on the rise, despite being a comparatively harder task to implement than in the equities space, with decisive hurdles to overcome on the road to adoption. The post Can the use of TCA in fixed income mirror equities? appeared first on The TRADE.

Equities 52

Equities Trading Engineering Consulting 52

OfficeHours

MAY 26, 2023

Why It Makes Sense To Get PE Recruiting Done As Early As Possible Most would say that Private Equity recruiting happens far too early… This article was published on November 13, 2022. Because the individuals that know they want Private Equity can get it done. Connect with an OfficeHours coach for an update.

Recruitment 130

Recruitment Bulge Bracket IT Private Equity 130

The TRADE

SEPTEMBER 30, 2024

Since joining he has served in a number of roles across FX, commodities, local markets and global credit, rising through the ranks to his most recent role as global co-head of global macro and global credit in 2022. Holmes joined Kepler in 2019 having previously served in equity sales trading roles at Sanford C.

Trading 64

Trading Sale Equities Asset Management 64

OfficeHours

OCTOBER 23, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. A “take-private” transaction in the context of private equity is a process by which a PE firm acquires a publicly listed company and converts it into a privately held entity.

Investors 130

Investors Private Equity Equities Investment 130

OfficeHours

AUGUST 23, 2023

Growth Equity (ex-TCV Investor) Webinar TOMORROW at 12PM ET! Come listen to Alice speak about her time recruiting as a Lazard IB Associate into TCV Growth Equity! Join us as Alice Shang shares her insights and journey TOMORROW 8/24 AT 12PM ET regarding her journey from Investment Banking to Growth Equity to Entrepreneurship.

Equities 130

Equities Recruitment Investment Banking S&P 130

The TRADE

NOVEMBER 9, 2023

 driven by a decline in equity and index futures compared to the particularly volatile environment seen in Q3 2022, while FX trading was down 11.4%. from 2022, which according to the business was aside from solid trading performances was also driven “by the robust performance of non-volume-related activities”.

Trading 59

Trading Equities Business IT 59

OfficeHours

OCTOBER 16, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. A “take-private” transaction in the context of private equity is a process by which a PE firm acquires a publicly listed company and converts it into a privately held entity.

Investors 100

Investors Private Equity Equities Debt 100

The TRADE

JULY 1, 2024

Griffin originally joined Kepler in 2016 as its head of portfolio and electronic sales trading, later assuming his most recent role as head of market structure and liquidity solutions in 2022. Wilkes began his career as an account manager at Targetbase Claydon Heeley and also held a senior analyst position at Goldman Sachs.

Banking 64

Banking Bank Sale Trading 64

The TRADE

AUGUST 5, 2024

Jamie McKenna was appointed vice president, senior global equity trader at State Street Global Advisors (SSGA) following almost two decades at GMO trading. His expertise includes equities, ETFs, merger arbitrage spreads, equity swaps, futures, options, and FX.

Capital Market 64

Capital Market Investment Capital Portfolio Management 64

Mergers and Inquisitions

JANUARY 3, 2024

The markets in 2023 were almost a complete reversal of 2022, and hardly anyone – me included – saw it coming. 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. I sold most of my U.S.

Investment 59

Investment S&P Equities Portfolio 59

Focus Investment Banking

SEPTEMBER 16, 2024

Strandberg, joined FOCUS in 2022 as a Principal following nearly a decade of banking and operational experience in the automotive, transportation, and distribution industries. During his time with Autotality, the company partnered with a private equity firm and subsequently made six add-on acquisitions, eventually quadrupling in size.

Management 52

Management Investment Banking Mergers and Acquisitions Transportation 52

The TRADE

JULY 13, 2023

The US move to T+1 settlement was passed through in a bid to increase the efficiency of market operations, however an Acuiti report has stated that 53% of asset managers believe that the move will not make US equities more attractive. Last December, the European Commission (EC) published a proposal as part of Emir 3.0

Asset Management 52

Asset Management Management Equities Trading 52

Sica Fletcher

AUGUST 30, 2023

These 22 agent and broker acquirers accounted for 72% of all deal activity in the insurance brokerage space as of YTD June 2023. Despite this representing a drop in acquisition volume compared to 2022, revenue was higher period-over-period due to the average acquired agency size being considerably larger in the first half of 2023.

M&A 52

M&A Insurance Broker Private Equity 52

OfficeHours

JANUARY 26, 2024

When You Need to Return Cash in order to Raise More original article sourced by Ryan Gould, Bloomberg, sourced link above The world’s private equity firms have cash to burn. Private equity players have to face reality at some point,” said Per Franzen, head of private capital for Europe and North America at EQT AB.

Private Equity 130

Private Equity Equities Mergers and Acquisitions Investors 130

OfficeHours

JUNE 27, 2023

Early Start Dates Last year, on-cycle recruiting kicked off before Labor Day Weekend, making it t he earliest private equity on-cycle kick-off in history. Our program supplements self-studying with a hands-on approach on everything you need to know to get the best chance of getting a job in Private Equity.

Recruitment 130

Recruitment Private Equity Investment Banking Analyst Equities 130

Growth Business

MARCH 6, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success UK-based e-commerce company Modern Milkman was the fastest-growing company in the UK between 2019-2022, a report has revealed. The eighth annual FT1000 rankings by the Financial Times and Statista is based on revenue growth in the three years to 2022.

Recruitment 83

Recruitment Media Business Investment 83

The TRADE

MARCH 4, 2024

Cash penalties for settlement fails were introduced in February 2022, however rates were not immediately impacted and continue to be a concern for regulators. ISLA wrote that “there has not been sufficient time since the implementation of the regime in 2022 to be able to accurately determine its effectiveness on reducing settlement fails”.

Securities 96

Securities Trading Capital Market Capital 96

Growth Business

MAY 18, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success A record £2.3bn was invested into start-ups last year under EIS, according to accountancy firm UHY Hacker Young. However, a recent study found foreign investment into UK tech businesses dropped 23 per cent in 2022.

Funds 59

Funds Investment Investors Business 59

Peak Frameworks

AUGUST 2, 2023

Similar to NYU, Michigan has an astounding Total Hires ranking of #3 on our list, but falls behind when taking into account Undergrad Placement %. If you are trying to get a top finance job, check out our highly reviewed private equity and investment banking courses, which help thousands of people get into finance every year.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Cooley M&A

JULY 28, 2022

In the UK and Asia, what is commonly referred to as the “locked-box” approach is more frequently used, particularly in auction processes, corporate carve outs and private equity transactions. Locked-box accounts. The integrity of the locked-box accounts is critical. What is a locked-box pricing mechanism?

M&A 59

M&A Debt Accountant Business 59

The TRADE

JULY 15, 2024

Most recently, he served as equity and derivatives trader, vice president at SSGA, focused on the EMEA region, having joined the desk in December 2016. She initially joined Edmond de Rothschild AM in June 2021 as co-head of sales Germany and Austria, later being promoted to head of sales Germany and Austria in January 2022.

Asset Management 64

Asset Management Management Trading Sale 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

Focus Investment Banking

SEPTEMBER 10, 2024

The take-home segment dominates, accounting for $17 billion of the market. Dairy Sector Transaction Activity: Focusing on Processors, Producers and co-packers Tracking dairy processors, producers and co-packers in the US and Europe, we saw a softening of activity in 2023 after an active market in 2022. CAGR through 2027.

Food 52

Food Private Equity Business Sale 52

Tyton Partners

SEPTEMBER 20, 2023

The analysis below generally focuses on H2 2022 and H1 2023 data, and where trending appears to be different across July and August 2023, we call it out. Deal volume is down, but not by much While deal values are certainly down, deal volume remains resilient – down only ~4% between H2 2022 and H1 2023. continue to spiral unsustainably.

Education 59

Education M&A Investment Corporation 59

The TRADE

DECEMBER 13, 2023

The offerings build on existing strengths in trade surveillance, algo and quant trading solutions, leveraging the recent acquisitions of Abel Noser Solutions in August and RCM-X in March 2022.

Trading 59

Trading Business Risk Management Capital Market 59

Solganick & Co.

FEBRUARY 16, 2022

in its sale to top 20 accounting and consulting firm Wipfli, LLP February 15, 2022 – Waypoint, Inc. announced that it had been acquired by Wipfli, LLP, a top 20 accounting and consulting firm. Wipfli also adds expanded capabilities in cloud computing, ERP solutions, and outsourced accounting. “We

Consulting 52

Consulting IT Sale M&A 52

Focus Investment Banking

JUNE 19, 2023

FOCUS was named to Axial’s ranking of the Top 50 lower middle market M&A advisors and private equity investors in industrial, recognizing its work on sell-side and buy-side transactions. The universe of active acquirer sourcing industrial investments has increased by 40% between May 2022 and May 2023*. "We

Investment Banking 52

Investment Banking M&A Middle Market Banking 52

TechCrunch: M&A

JULY 27, 2023

Uplift had raised nearly $700 million in equity and debt, securing $123 million at a reported $195 million valuation in its Series C round alone. billion in July 2022 following an $800 million round. To blame could be general malaise in the BNPL sector post-pandemic, particularly among consumer-focused BNPL vendors. billion to just $6.7

Finance 219

Finance Finance IPO Debt 219

Growth Business

FEBRUARY 28, 2024

According to Beauhurst , the highest growth in the city’s tech scene comes from SaaS, accounting for 31 per cent of tech businesses, mirroring the trend country wide. The company was founded in 2016 and has raised over £30 million in equity investment since then. #2 According to 2022 Beauhurst data, the company has raised £26.2

Food 85

Food Engineering Manufacturing Equities 85

Software Equity Group

DECEMBER 21, 2023

Software Equity Group closely monitors M&A activity, historical trends, and insights from the investor and strategic buyer community to paint a more complete picture of what’s happening. The post M&A Market: What Does the Future Look Like for SaaS Valuation Multiples appeared first on Software Equity Group.

M&A 52

M&A Valuation Private Equity Investors 52

Software Equity Group

NOVEMBER 13, 2023

SaaS founders must stay attuned to the shifting preferences of private equity (PE) investors and strategic buyers. Our 2023 State of SaaS M&A: Buyers’ Perspectives Report unveils the evolving priorities of top software-focused private equity investors and strategic buyers amidst economic uncertainty.

Profitability 52

Profitability Private Equity Investors M&A 52

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

Wall Street Mojo

FEBRUARY 9, 2024

At the same time, lower middle market private equity firms are more interested in this segment because of the variety of firms they get to seek across different sectors and industries. A combination of equity and debt financing allows the firm to convert equity interest if they default on the loan.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

Wall Street Mojo

JANUARY 4, 2024

A Paper LBO, also called a Pen and Paper LBO, usually prepared by candidates during private equity interviews, is a miniature paper version of a full Leveraged Buyout (LBO) Model. Further, it helps interviewers assess a candidate’s knowledge of private equity concepts. Determine the mix of debt and equity required to finance the deal.

Debt 52

Debt Private Equity Mergers and Acquisitions Investment 52

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth.

Private Equity 59

Private Equity Equities Investment Business 59

OfficeHours

AUGUST 25, 2023

In recent years, private credit has emerged as an important financing source for corporations of all kinds, especially for private equity-owned businesses with high financial leverage. Under this structure, banks typically provide committed financing to buyers (in this case, often private equity firms).

Private Equity 130

Private Equity Equities Debt Finance 130