Focus Investment Banking

SEPTEMBER 10, 2024

CAGR through 2027. Some deals have involved PEG-backed strategics, where private equity firms support strategic buyers in acquisitions, which are referred to below as Hybrid. By May 2024, Bloomberg updated its reporting to indicate that PAI was considering keeping its share by forming a continuation fund.

Food 52

Food Private Equity Business Sale 52

Mergers and Inquisitions

MAY 3, 2023

And it values the company today based on the present value of its dividends and that potential future value (either the stock price or the Equity Value via the Terminal Value calculation). And Equity Real Estate Investment Trusts (REITs) must distribute almost all their Net Income, so the DDM can work well in REIT valuations.

Valuation 64

Valuation DCF Debt Financial Modeling 64

The TRADE

JUNE 21, 2024

Mutual funds and ETFs in the US have largely adopted a one-day settlement cycle by business practice, aligning portfolios from treasuries to equities. This, however, is still up for debate and subject to change.

Trading 64

Trading Asset Management Management Stock 64

The TRADE

FEBRUARY 9, 2024

In Asia, the focus is a bit different and the theme we’re seeing and hearing about is around pre-funding the FX settlement-related trades. Once we get past the move to T+1 in the US and Canada, the UK and EU moving to T+1, likely in 2027 or 2028, is just around the corner.

Asset Management 64

Asset Management Trading Management Accountant 64

Cooley M&A

JANUARY 25, 2024

Deal financing became more difficult and expensive, placing more emphasis on alternative funding and value creation. Deal momentum in the AI space was one of the main talking points for cross-border dealmaking in 2023, with some estimates projecting the overall market size will reach $407 billion by 2027.

M&A 52

M&A Mergers and Acquisitions Investment Government 52

The TRADE

FEBRUARY 20, 2025

On 6 February, the UKs Accelerated Settlement Taskforce (AST) published its report asserting a UK move to a T+1 settlement cycle by 11 October 2027, and listing a set of recommendations for the shift. Market participants should start planning now ahead of the 2025 budget process for project funding in 2026.

Trading 106

Trading Government Funds Corporation 106

The TRADE

FEBRUARY 6, 2025

The plan includes a Code of Conduct for market participants, which confirms11 October 2027 will be the first trading date in UK cash equities forsettlementon aT+1cycle in line with the European Union and Switzerland. Primary regulation, UK CSDR, will be amended to reflect that T+1 will be mandatory from 11 October 2027.

Trading 59

Trading Banking Bank Government 59