Mergers and Inquisitions

MARCH 8, 2023

As the delivery date approaches, the underlying commodity’s price and its futures price converge. Energy Information Administration has a few simple examples here : Your discussions with customers, competitors, and other commodity brokers will also inform this curve. Start in trading and pivot into commodities.

Funds 119

Funds Finance Finance Trading 119

Francine Way

JULY 8, 2017

Regardless of the base reason(s), the current owners and management of a company looking for a new owner should seek to: Maximize return on investment for current owners. In an earlier M&A post, we have discussed how private companies’ accounting statements differ from public companies’.

M&A 130

M&A Acquisitions Sale Investment 130

The TRADE

DECEMBER 21, 2023

 YTD the S+P is up 17%!  Platforms and brokers’ expertise and technology are essential for sophisticated investors looking to source the types and volumes of liquidity needed to execute complex strategies. However, those headwinds haven’t disappeared.  They’re merely sleeping. Rate hikes are notoriously laggy.

Trading 64

Trading Equities S&P Bank 64

Sica Fletcher

AUGUST 6, 2024

Founded in 2014, they have consistently ranked at the top of the S&P Global Data's rankings for investment banks, totaling an average of 100 deals per year. Their size also provides a hidden value for prospective clients in that it ensures that the firm's principals touch on every deal that they handle.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

Sica Fletcher

JULY 1, 2024

Trust Accounts. Brokerages maintain separate trust accounts for client funds to ensure they are not commingled with operational funds, while agencies do not. scope of operation, broker/brokerage licensing, license transfer) that can also lead to more complicated deal structures when it’s time to sell. Fiduciary Compliance.

Insurance 52

Insurance M&A Advisory Funds 52

The TRADE

OCTOBER 9, 2024

Markets are constantly challenging and that’s the key aspect to our role.” One of the newer members to the Ninety One team is Liam Hagan – formerly recognised as one of The TRADE’s Rising Stars of Trading and Execution in 2023. Markets have been tricky. Show me a time when they haven’t,” asserts Gibson.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

The TRADE

MAY 1, 2024

Papanichola began his career at interdealer broker, GFI, however quickly realised the environment wasn’t the one for him. It’s about risk management philosophy and methodology,” explains Papanichola. Interesting, lucrative, fun but highly unconventional,” he says. I could literally trade any product if I wanted to.

Trading 59

Trading Capital Funds Investment 59

Sica Fletcher

MARCH 26, 2024

The best approach is to work with a professional company that offers these services, which can take any form, from small business brokers to large investment banks, depending on the agency size. Account-Based. Once an agency owner completes their initial preparations, the next step is to complete a full valuation of the agency.

M&A 52

M&A Insurance Valuation Advisory 52