Wall Street Mojo

JANUARY 3, 2024

Sales Return in terms of payroll journal entry can be defined as the one which shall be used to account for the customer returns in the books of account or to account for when there is a return of goods sold by the customer due to defective goods sold, or misfit in requirement of the customer, etc. read more is tallied.

Sale 98

Sale Accountant Financial Models Financial Modeling 98

Beyond M&A

OCTOBER 16, 2024

A prior breach can significantly impact the due diligence process, making it imperative to demonstrate accountability, corrective action, and ongoing security vigilance. The reality is that cybersecurity issues often stem from internal vulnerabilities and human error, requiring a culture of accountability and proactive cybersecurity measures.

Accountant 130

Accountant Securities Risk Management M&A 130

The TRADE

DECEMBER 13, 2023

Trading Technologies International (TT) has unveiled two new dedicated business lines, TT Compliance and TT Quantitative Trading Solutions (QTS), to fuel growth for 2024 across asset classes. The new units are part of the firm’s wider reorganisation into six distinct lines of business, aimed at supporting clients’ multi-asset needs.

Trading 59

Trading Business Risk Management Capital Market 59

Focus Investment Banking

MARCH 10, 2025

A successful exit hinges on three factors aligning: 1) the owner is personally ready, 2) market conditions are favorable, and 3) business performance is strong, and risks are minimal. Owners need to focus on #3 so that when #1 and #2 align, the business is ready for acquisition. As you read this, consider two realities: 1.

Investment 52

Investment Book-building Sale Business 52

Beyond M&A

DECEMBER 18, 2024

The potential for Agentic AI to disrupt existing business models and create new markets is immense. In industries such as manufacturing, logistics, and supply chain management, Agentic AI can optimize operations, reduce costs, and enhance efficiency. Like ChatGPT, you need to register an account, and youre ready.

Investors 130

Investors Investment IT Healthcare 130

The TRADE

MAY 30, 2023

Stephanie Cheung has been appointed sales director, while An Hoong will work within the account management team, responsible for technical account management and client support. Cheung was previously a strategic account manager at Enfusion, focused on APAC-based hedge funds, family offices and asset management firms.

Accountant 64

Accountant Portfolio Management Management Risk Management 64

OfficeHours

JUNE 6, 2023

By providing capital, strategic guidance, and operational expertise, private equity firms help businesses expand, develop new products, enter new markets, and create employment opportunities. These firms provide capital, expertise, and strategic guidance to help these businesses grow, expand, and compete on a larger scale.

Private Equity 147

Private Equity Economics Equities Capital 147

Razorpay

AUGUST 9, 2023

What do medium to big-sized businesses have? Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. Merchant banking is a special branch of banking that provides financial services to medium to small-sized businesses.

Bank 52

Bank Banking Business Underwriting 52

GillAgency

FEBRUARY 10, 2022

There are no short cuts to selling your business unless you are in dire needs. If that is the case, you must read our article – How to sell my business fast. The average small to medium scale business sells in 9 months. Exiting a business is most likely the single most important thing a company will do.

Business 52

Business Sale Broker IT 52

Growth Business

MAY 23, 2023

By Aisling O'Toole on Growth Business - Your gateway to entrepreneurial success Despite UK fintech funding dropping 8 per cent in 2022, the sector is still in good health and remains ahead of rival hubs in Europe and Asia, says industry body Innovate Finance. Below are five great leadership positions currently hiring across the UK.

Engineering 80

Engineering Finance Finance S&P 80

Peak Frameworks

MAY 2, 2024

Credit sales stand at the heart of many business transactions, allowing companies to sell goods or services with the agreement that payment will be made in the future. Sales Expansion: Cash sales bolster immediate liquidity, a crucial factor for businesses with tight cash flow.

Sale 52

Sale Accountant Financial Statement Business 52

Devensoft

AUGUST 22, 2023

Traditional strategies often struggle to keep up with the complexities of today’s business environment. Enter freelance modeling—a dynamic concept that adapts M&A to the fast-paced, unpredictable realm of modern business. However, modern businesses face a reality where change is constant, and disruptions are the norm.

M&A 52

M&A Business Mergers and Acquisitions Collaboration 52

Wall Street Mojo

JANUARY 14, 2024

The Allowance Method in accounting sets aside funds to cover anticipated bad debts from credit sales. It calculates a reserve based on past sales and customer risk assessment, ensuring a realistic reflection of expected uncollectible amounts in financial statements. What Is The Allowance Method?

Accountant 52

Accountant Debt Financial Statement Risk Assessment 52

Devensoft

AUGUST 24, 2023

Mastering Operations, Cross-Selling, and Cost Efficiencies for Maximizing Value from Integrated Ventures The Power of Synergy and Value Creation Amidst the dynamic and fiercely competitive modern business arena, corporations continually strive to secure a distinct market advantage while fostering expansion. Get a copy to-go.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

M&A Leadership Council

OCTOBER 1, 2024

She led financial functions, risk management, HR, and IT during her tenure. She led the successful integration of new business units into existing operations and handled 15 buy-side and 4 sell-side transactions. Prior to Epic Aviation, Marla served as Senior Vice President of Finance at Atlantic Aviation.

Corporate Finance 52

Corporate Finance Risk Management Finance Finance 52

The TRADE

DECEMBER 14, 2023

In the same period, international accounted for $332 million in Q3 up from $311 in Q3 2022. What’s happened is the requirements to be successful in this business are no longer single mould. For example, in Q3, Tradeweb reported $1.4 Fellow fixed income titans MarketAxess and Bloomberg have also seen the same year on year growth.

Portfolio 104

Portfolio Trading IT Bulge Bracket 104

The TRADE

AUGUST 16, 2023

Trading Technologies International (TT) has appointed Gavin Miller its new director of EMEA sales – TT Fixed Income, his move follows almost five years at fixed income aggregation and surveillance technology business, Algomi. These were just the latest acquisitions by TT in a bid to expand its multi-asset capabilities.

Trading 52

Trading Electronics Sale Risk Management 52

The TRADE

JUNE 19, 2023

BlackRock promoted Dean Catton to take the helm for its European credit business after spending the last two years as its head of European leveraged finance trading for its alternatives business. He also spent several years at Goldman Sachs in a risk management and product control role.

Sale 64

Sale M&A Asset Management Investment Banking 64

The TRADE

SEPTEMBER 11, 2023

Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. He most recently served as managing director in its institutional rates sales business, overseeing key strategic relationships and distributing global rates products.

Sale 64

Sale Management Trading Portfolio Management 64

Sun Acquisitions

AUGUST 19, 2024

This approach demonstrates confidence in the business’s prospects and aligns the interests of both parties. By aligning incentives and sharing risks, earn-out agreements can facilitate deal completion in turbulent times.

M&A 59

M&A Finance Finance Economics 59

Mergers and Inquisitions

MARCH 13, 2023

To explain this point, we need to step back and explain the business model of commercial banks. but less than 10% of accounts at SVB were in that category (an unusually low percentage). If you’re familiar with bank accounting, valuation, and regulatory capital (i.e., Deposits up to $250K are insured in the U.S.,

Bank 123

Bank Banking Funds Government 123

The TRADE

OCTOBER 24, 2023

Clients running active accounts in the EU could apply from March of this year with the clearinghouse confirming that the move was aimed at reducing reliance on CCPs outside of the EU in line with regulatory objectives. The hires have been made across its risk, technology, sales and product development functions.

Trading 59

Trading Risk Management Equities Management 59

Razorpay

NOVEMBER 30, 2023

How is the ecosystem evolving now that NBFCs are finally embracing digital transformation and innovative business models of working with Fintechs? NBFCs have traditionally used customer account balances and credit scores as the basis for identifying and prioritising non-performing accounts and developing collection strategies.

Accountant 52

Accountant Book-building Business Financial Services 52

Viking Mergers & Acquisitions

APRIL 17, 2023

He worked with large publicly traded engineering and technology companies, small privately owned businesses, and several government entities. During his time in Corporate America, Jimmy was a certified Project Management Professional and oversaw some of the largest projects in the geospatial industry.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Business Broker 52

M&A Leadership Council

MARCH 25, 2024

This covers the complete deal cycle from strategic rationale and business case creation through in-person negotiations, due diligence and deal closure, and on to post-merger management. Accounting and Economics) and M.Com. Peet previously held executive positions at several companies internationally. Peet earned a B.Eng.

Advisory 52

Advisory Engineering Corporate Finance Management 52

Razorpay

SEPTEMBER 17, 2023

While sending and receiving payments online has become a part of life in the digital age, businesses are actively looking for ways to simplify seamless payments by utilising a variety of digital payment solutions that boost customer satisfaction through seamless checkout. Bank Approval: Your bank reviews the request and checks your account.

Banking 52

Banking Bank Financial Institution Accountant 52

Sun Acquisitions

JULY 21, 2023

Merger and acquisition (M&A) transactions are complex endeavors that can significantly impact the involved companies and the broader business landscape. Due diligence plays a crucial role in evaluating a transaction’s potential risks and rewards, ensuring that both parties are well-informed and can make informed decisions.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Razorpay

JULY 24, 2024

In today’s competitive landscape, secure payment processing is paramount for businesses. Merchant onboarding plays a crucial role by integrating a business with payment service providers or gateways. Businesses should approach onboarding with careful planning to tailor their payment setup. What is Merchant Onboarding?

IT 40

IT Business Risk Assessment Risk Management 40

Razorpay

DECEMBER 27, 2023

Direct fund flow: The RBI mandated that all disbursals and repayments will flow directly between the lender and borrower’s accounts, without any pass-throughs. Implications for Lending Businesses: Increased compliance costs: Businesses need to invest in technology and resources to comply with the new data privacy and security requirements.

Banking 52

Banking Bank Risk Management Business 52

Peak Frameworks

JULY 19, 2023

Implementing appropriate , risk management techniques, such as setting stop-loss orders and managing position size, is essential. Market Volatility and Sudden Reversals Rapid price movements can lead to unexpected reversals, causing potential losses if not managed effectively. Paper Trading and Backtesting.

Trading 52

Trading Utilities Profitability Finance 52

Software Equity Group

AUGUST 20, 2024

When the business models perfectly complement each other, the combined entity can achieve a more efficient and synergistic operation. a provider of practice management software for dental professionals in Canada; the March 2024 purchase for $15 million enterprise value (EV) of TDO Software Inc.,

Investment 52

Investment Management Acquisitions Business 52

Mergers and Inquisitions

MARCH 22, 2023

I explained the reasons for Silicon Valley Bank’s failure in last week’s article : incompetent risk management, massive losses on HTM securities, and a run on the bank that created the need to sell securities at a loss and get cash to cover the withdrawals. By contrast, Credit Suisse barely had any HTM securities.

Banking 98

Banking Bank Government Investment Banking 98

iMerge Advisors

APRIL 15, 2025

Third-Party Risk Management A list of vendors with access to sensitive data, along with your vetting and monitoring procedures. As a result, the buyer paused the deal, requested a third-party compliance audit, and ultimately reduced the offer by 10% to account for remediation costs and regulatory risk.

Securities 40

Securities M&A Valuation Risk Assessment 40

Peak Frameworks

SEPTEMBER 12, 2023

The choice depends on the nature of the portfolio and the objectives of the risk management exercise. Limitations and Criticisms While VaR is invaluable, it's not without its flaws: “4th Moment” Problem: VaR doesn't account for the "fat tails" of distributions, which represent extreme events.

Portfolio 52

Portfolio Private Equity Risk Management Finance 52

Peak Frameworks

OCTOBER 30, 2023

The world of banking can be broadly divided into: Retail Banks: Think of your local branch where you have your checking and savings accounts. Commercial Banks: These cater to businesses, providing loans, treasury, and cash management services. You deposit $10,000 in a bank savings account earning 0.5% interest annually.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

Razorpay

DECEMBER 15, 2024

Unlike retail banking, which caters to the general public, private banking focuses on delivering banking services for affluent individuals and businesses. Private banking offers common services like a current or savings account, debit and credit cards, but with a personalized approach. How Does Private Banking Work?

Bank 52

Bank Banking IT Management 52

Peak Frameworks

MAY 8, 2024

Salvage value is an important concept in accounting and forecasting a company's financials. Importance of Salvage Value Salvage value is not just a residual figure in accounting; it plays a pivotal role in various aspects of financial management and decision-making.

Finance 52

Finance Finance Book-building Accountant 52