Tyton Partners

APRIL 15, 2024

This new research initiative delves into the evolution and impact of Education Savings Accounts (ESAs), with a specific focus on programs in Arizona and Florida. K-12 Student Population Will Be Eligible for Education Savings Accounts (ESAs) in 2024 appeared first on Tyton Partners. Learn more at tytonpartners.com.

Education 52

Education Accountant Consulting Mergers and Acquisitions 52

Cooley M&A

JANUARY 19, 2023

This post highlights key guidance from the Notice as it relates to common M&A and capital market transactions. The Notice announces that proposed regulations addressing the Excise Tax are forthcoming and that taxpayers may rely on the Notice until such regulations are issued.

M&A 52

M&A Capital Market Stock Mergers and Acquisitions 52

The TRADE

MARCH 4, 2024

Among those to have responded have been the International Capital Market Association (ICMA), International Securities Lending Association (ISLA) and the Association of Global Custodians (AGC). In addition, the move was put into the context of a possible shift to T+1 in Europe, along with the Capital Markets Union.

Securities 96

Securities Trading Capital Market Capital 96

The TRADE

JULY 18, 2024

It says something about the integrity of the company and the character of its leadership that they’re willing to do this, create value in the long term, and be held accountable for it.” “If For that opportunity to be realised, there needs to be better transparency and accountability of sustainability initiatives and reporting.

Trading 64

Trading Securities Accountant Capital Market 64

The TRADE

MAY 8, 2024

Cloud adoption has seen increased focus over the last few years across the capital markets industry. Our AWS-native infrastructure allows our clients to conduct highly complex computations quickly and efficiently within their private accounts.”

Capital Market 69

Capital Market Collaboration Trading Accountant 69

The Deal

DECEMBER 19, 2023

“A profound change we have seen in the capital markets over the past few years has been the rise in interest rates, rising cost of capital, and what that’s led to is corporate boards and management teams reassessing effectively what they are the optimal owners of,” Dubner said.

Corporation 72

Corporation Capital Market Public Trading Capital 72

The TRADE

MARCH 12, 2024

Deutsche Bank has signed up to the onboarding and maintenance platform for custody, broker trading, and buy-side accounts offered by ascending fintech Saphyre. The fintech also has relationships with custody giants BNY Mellon and JP Morgan dating back to 2021 and 2020, respectively.

Banking 64

Banking Bank Trading Broker 64

The TRADE

DECEMBER 14, 2023

” Read more: SEC adopts new short selling rule to bolster transparency for market participants The associations also made reference to other flaws, which overall go against the SEC’s stated aim of protecting investors and maintaining fair, orderly, and efficient markets.

Securities 115

Securities Trading Investors Sale 115

Accenture Capital Markets

SEPTEMBER 5, 2023

And only a handful of processes such as reconciliations, valuation, portfolio company information gathering and financial reporting typically account for most of the RPA opportunity. The post Three Ways Institutional Investors Could Increase RPA Success appeared first on Accenture Capital Markets Blog.

Investors 94

Investors Financial Services Insurance Investment 94

Business Standard - FInance

MAY 29, 2023

Commenting on the listing, SBI chairman Dinesh Khara said the success of the issue highlights the strong investor base SBI has created for itself in the offshore capital markets.

IT 52

IT Financial Services Funds Investors 52

OfficeHours

OCTOBER 11, 2023

No, I’m not Visit the OfficeHours Blog and follow us on our social media accounts: Instagram , LinkedIn , YouTube , TikTok , and Twitter for our latest updates. Case Studies Technicals Deal Walkthroughs Determining Fund Type/Size Are you interested in learning more about OfficeHours and how a Banking/Buyside Coach can help you?

Investment Banking 130

Investment Banking Banking Bank Investment 130

The TRADE

OCTOBER 4, 2023

LiquidityBook is set to acquire boutique capital markets fintech provider, Messer Financial Software, in a bid to accelerate its multi-asset capabilities. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.

Portfolio Management 59

Portfolio Management Architecture Portfolio Accountant 59

Accenture Capital Markets

JUNE 18, 2024

Generative AI (gen AI) is predicted to impact over two-thirds of all functions across the capital markets industry, suggesting that the technology has the potential to significantly transform all its segments—including asset management. Interested in a conversation? Feel free to reach out to us for a discussion. [1]

Asset Management 73

Asset Management Management Capital Market Government 73

Focus Investment Banking

SEPTEMBER 16, 2024

Strandberg was responsible for the company’s growth efforts, including key account management, strategic sales & marketing, and various operational management functions.

Management 52

Management Investment Banking Mergers and Acquisitions Transportation 52

The TRADE

AUGUST 28, 2023

Northern Trust promoted Dane Fannin as its new head of global foreign exchange (GFX)and securities finance within its capital markets business. Beckmann joined Pictet Asset Management from Bloomberg, where she most recently served as a professional services sales account manager.

Asset Management 52

Asset Management Banking Bank Universal Banks 52

Mergers and Inquisitions

MAY 10, 2023

Asia-Pacific sees ~$1+ trillion of M&A deal activity per year , and SE Asia accounts for only ~10% of that (note that the first image below is only for 9 months of the year, so the full-year numbers are higher): $50 – $100 billion of M&A deal activity per year may seem like a lot, but it’s less than Canada in an average year.

Investment Banking 105

Investment Banking Banking Bank Investment 105

Accenture Capital Markets

MAY 8, 2024

In an earlier blog , I explored the scale, scope and interrelated nature of the industry-wide disruption facing all participants in today’s capital markets. And one of the biggest cost blocks today is still the middle- and back-office costs—which we estimate to account for up to 30% of most investment banks’ total costs.

Investment Banking 52

Investment Banking Investment Banking Bank 52

Razorpay

AUGUST 9, 2023

JM Financial: Full-service merchant bank with a focus on emerging markets, providing services such as debt and equity capital markets, M&A advisory, and restructuring. Axis Capital: Leading merchant bank with a focus on debt capital markets, providing services such as debt issuance, restructuring, and advisory.

Banking 52

Banking Bank Business Underwriting 52

Lake Country Advisors

AUGUST 8, 2024

Common Valuation Methods Understanding valuation methods is essential to accuracy as they structure your approach to evaluating various aspects of a business, from financial performance to market position. Market Capitalization Market capitalization is one of the simplest and most commonly used methods for valuing a publicly traded company.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

The TRADE

AUGUST 21, 2023

Smith brings more than 30 years’ experience in the capital markets sector to the role, having worked in various exchanges and regulators, alongside helping develop market and industry standards. He joins from ED&F Man Capital Markets, a company he founded.

Trading 52

Trading Electronics Sale Equities 52

Accenture Capital Markets

SEPTEMBER 5, 2023

1] It consolidated five legacy systems into one, enabling advisors to provide managed account services at the relationship level, rather than the product level. United Capital’s FinLife platform for RIAs focuses on advice for employment and spending behavior, rather than investment portfolios. [2]

Consulting 83

Consulting Management Capital Market IT 83

The TRADE

APRIL 15, 2024

The banks appear to be in agreement that while their posted revenues demonstrate a solid foundation for continued growth, there is no accounting for the increasingly unpredictable nature of the global markets thanks to various macro and socio-economic factors. Jefferies Jefferies’ results saw a net revenue of $1.74

Equities 59

Equities Investment Banking Capital Market Bank 59

The TRADE

OCTOBER 5, 2023

It is important to ensure that any decision to shorten the settlement cycle is underpinned by a robust qualitative and quantitative analysis of the potential benefits, risks and costs, and also takes account of the unique complexities of EU capital markets. “Any potential move to T+1 will require collaboration from a broad range of industry stakeholders, (..)

Trading 69

Trading Financial Market Hospitality Capital Market 69

The TRADE

AUGUST 8, 2023

The two leading US capital markets watchdogs have come down on almost a dozen organisations over recordkeeping failures with their combined penalties totalling nearly $550 million. financial markets.  financial markets are on notice—The era of evasive communications practices is over. The CFTC will hold you accountable.

Capital Market 52

Capital Market Capital Bank Banking 52

Bronte Capital

MAY 21, 2021

John Extract F ollowing the allegations made public by Viceroy Research LLC, Wilmington, Delaware, USA, in the role of a short seller in September 2020, GRENKE AG’s financial reporting as at the immediately subsequent reporting date has a particularly indicative effect from the perspective of the capital market and other key stakeholders.

Financial Statement 100

Financial Statement Management Accountant Risk Assessment 100

How2Exit

OCTOBER 8, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Whether it's funding an acquisition, expanding operations, or refinancing existing debt, they have the expertise to find the right capital solution.

M&A 130

M&A Capital Securities Mergers and Acquisitions 130

OfficeHours

JUNE 6, 2023

An IPO provides liquidity and visibility for the company, allowing it to access public capital markets for future growth. In contrast, private equity firms often look for strategic buyers who are interested in acquiring the portfolio company to enhance their own operations or expand into new markets. and how our process works.

Private Equity 147

Private Equity Equities Debt Investment 147

The TRADE

JULY 15, 2024

He will report directly to Stuart Kasdin and Pablo Melasecca, co-heads of Latin America and EMEA credit emerging markets. Previously in his career, Paparella ran the institutional structured products Latin America desk for RBC Capital Markets. Before that, she co-founded Vicenda Asset Management in Zug, Switzerland.

Asset Management 64

Asset Management Management Trading Sale 64

The TRADE

SEPTEMBER 18, 2023

Grasso joined FlexTrade last year after three and a half years at Bloomberg, also with a buy-side OMS focus, most recently serving as an account manager for its AIM solution. Walker originally joined LSEG in 2018 and has since served as head of equity and fixed income primary markets.

Banking 64

Banking Bank Stock Equities 64

The TRADE

DECEMBER 13, 2023

Keith Todd, chief executive of TT, said: “Sound compliance and robust trade surveillance are must-haves and only growing in importance across asset classes as regulators around the globe are imposing significant fines and holding firms accountable for the actions of their people.

Trading 59

Trading Business Risk Management Capital Market 59

How2Exit

MAY 22, 2023

During this time, Walker took the time to learn everything he could about the private capital market. Walker’s story is a testament to the power of understanding the market and making smart decisions. By taking the time to research and understand the private capital market, Walker was able to create a successful business.

Business 130

Business Book-building Acquisitions Investment 130

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. You deposit $10,000 in a bank savings account earning 0.5% Overdraft Fees: If you've ever spent more than what's in your checking account, you've probably been hit with an overdraft fee.

Banking 52

Banking Bank Proprietary Trading Investment Banking 52

SDR Ventures

AUGUST 24, 2022

Roundtable Overview During a recent virtual roundtable hosted by GF Data, SDR’s Scott Mitchell joined fellow M&A professionals to discuss the state of lower-middle market M&A and private capital markets. The roundtable consisted of 40+ professionals from the Rocky Mountain Region.

Middle Market 52

Middle Market Private Equity Equities M&A 52

Focus Investment Banking

AUGUST 6, 2023

According to Grant Thornton, one of the largest accounting firms in U.S, “ESG credentials are no longer merely a ‘nice to have’: they are a must have for much of the mid-market.” Conversely, companies that ignore or perform poorly in environmental, social, and governance criteria are more likely to be left behind.

Middle Market 52

Middle Market Business Government Profitability 52

How2Exit

MAY 2, 2023

Concept 8: Unlock Private Capital Markets One way to unlock private capital markets is to focus on businesses that have reached a certain level of success. By doing this, businesses can unlock private capital markets and ensure that their business is successful in the long-term.

Sale 130

Sale Business Book-building IT 130

The TRADE

OCTOBER 16, 2023

Rollo Burgess, director, consulting – capital markets at Deloitte, confirmed that there are currently serious moves being made to address these inefficiencies, some of which can be put down to the fragmentation in Europe.

Trading 64

Trading Capital Market Financial Market Collaboration 64

Solganick & Co.

JANUARY 2, 2024

Funding and Financing Issues : If the buyer faces difficulties in securing financing or if the capital market conditions change adversely, it can impact the deal structure or completion. Lack of Proper Advisement : Not using experienced M&A advisors (investment banker, legal, accounting, tax, etc.)

M&A 52

M&A Negotiation Valuation Mergers and Acquisitions 52