The TRADE

SEPTEMBER 11, 2023

RBC appointed Guy Chalkley as managing director, UK flow rates sales. Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. Kepler Cheuvreux Execution Services (KCx) appointed Seb Klatt as program trading (PT) sales trader.

Sale 64

Sale Management Trading Portfolio Management 64

The TRADE

JUNE 19, 2023

Previously, Williams served as an investment account manager at Northern Trust. Elsewhere in his career, Williams held a pricing analyst role at Financial Times and a junior business development role at Deloitte. Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales.

Sale 64

Sale Asset Management M&A Investment Banking 64

Francine Way

JULY 20, 2017

The disadvantage is its narrowness in meaningful usage: it is only meaningful when used on businesses where tangible assets constitute the bulk of the enterprise value (such as an auto parts wholesaler / retailer) or when the assets are primarily cash or liquid assets (such as banks and financial service firms).

Valuation 130

Valuation M&A Business IT 130

Growth Business

MAY 23, 2023

The UK’s fintech industry continues to grow thanks to a combination of many factors, including London’s existing standing as a centre of financial excellence, globally respected regulatory frameworks, as well as good education and infrastructure. Financial services contributed £132bn to the economy in 2019, which equated to 6.9

Engineering 80

Engineering Finance Finance S&P 80

Razorpay

JANUARY 2, 2024

Payment processors encrypt sensitive payment information, verify availability, and transfer funds from the customer’s account to the merchant’s account. A payment processor is a financial service provider that enables businesses to accept and process customer payments securely.

IT 52

IT Accountant Funds Bank 52

The TRADE

MAY 23, 2024

Digital assets market maker B2C2 has partnered with Swiss online banking and financial services provider Swissquote to deepen liquidity on the latter’s exchange. Users are able to trade, hold, and transfer crypto assets in their Swissquote account, backed by the security associated with a regulated Swiss bank.

Trading 52

Trading Financial Services Collaboration Bank 52

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Viking Mergers & Acquisitions

MAY 9, 2023

He has navigated various challenges and changes in his career and emerged as a successful leader in the financial services and M&A industry. His friend’s father was a successful financial advisor and a great encouragement to Reed. This connection inspired him to pursue a career in financial services.

M&A 52

M&A Financial Services Business Broker 52

How2Exit

AUGUST 2, 2023

Ron rn rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Stein highlights the role of AI in gathering and analyzing information from various sources, such as financial statements, bank accounts, and public records.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

Razorpay

NOVEMBER 30, 2023

Identity verification and authentication technologies like voice and face recognition have also played a vital role in making digital-only financial services trustworthy for both customers and regulators. Currently, these new businesses account for 2% of the book and we look to grow this to 5%, over a period of time.

Accountant 52

Accountant Book-building Business Financial Services 52

M&A Leadership Council

FEBRUARY 13, 2024

Each initiative should have an accountable key leader, a high-level timeline, target objective, and KPIs or OKRs that can be effectively tracked and reported. Let’s illustrate this process at work with a recent acquisition by a global financial services organization. Concept of Integration.

M&A 59

M&A Mergers and Acquisitions Accountant Media 59

M&A Leadership Council

JUNE 8, 2023

Each initiative should have an accountable key leader, a high-level timeline, target objective, and KPIs or OKRs that can be effectively tracked and reported. Let’s illustrate this process at work with a recent acquisition by a global financial services organization. Concept of Integration.

M&A 59

M&A Accountant Media IT 59

The TRADE

NOVEMBER 17, 2023

It’s a big world,” Simon Gallagher, head of global sales at Euronext and chief executive of Euronext London, told The TRADE. While many predicted the impacts of Brexit could have been catastrophic, the reality is that financial services in Europe were previously skewed too heavily towards the City.

Trading 69

Trading Financial Services Accountant IT 69

Razorpay

NOVEMBER 24, 2023

For merchants, this translates into higher sales, and possibly transactions of a higher value too. This strategic move serves a dual purpose: to reduce the cost of financial services and, more notably, to kindle innovation within the Indian financial market. More on this in a bit!

Accountant 52

Accountant Utilities Sale Bank 52

Mergers and Inquisitions

MARCH 13, 2024

Growth equity firms could invest in any industry but tend to be skewed toward technology and TMT , with some exposure to consumer/retail , healthcare , and financial services. Developing new products or services. Scaling a company’s sales & marketing by hiring more sales reps. What accounts for the difference?

Private Equity 105

Private Equity Equities Capital Portfolio 105

M&A Leadership Council

JANUARY 3, 2022

Each initiative should have an accountable key leader, a high-level timeline, target objective, and KPIs or OKRs that can be effectively tracked and reported. Let’s illustrate this process at work with a recent acquisition by a global financial services organization. Sales process and roles. Concept of Integration.

M&A 52

M&A Accountant Media IT 52

Software Equity Group

MARCH 26, 2024

Among its seven SaaS acquisitions over the past year, the firm’s portfolio includes business productivity software providers Sumo Logic and New Relic along with GreenSlate, an accounting and payroll software developer. Thoma Bravo According to DealRoom , Thoma Bravo is listed as the eighth-largest global private equity firm.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Razorpay

OCTOBER 26, 2023

With a diverse background in Key Account Management, SME Sales, Growth, and Business Analytics, Ayush is no stranger to the intricacies of the SME world. It includes cash, inventory, accounts payable, accounts receivable, short-term loans, and more. His mission? In the case of Ed-tech , they face similar issues.

Business 52

Business Management IT Bank 52

RKJ Partners

AUGUST 6, 2017

For the purposes of this article, we will focus on valuation from the perspective of a merger and acquisition transaction, and specifically from the viewpoint of a buyer evaluating a business for sale. The advantage of this method is that it takes into account the development of the company, rather than simply the historical financials.

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

Razorpay

FEBRUARY 22, 2024

With FlashCredit you can now offer your customers credit approval in less than 10 minutes, leading to a 15% boost in sales, 4x revenue increase, and a 50% rise in average order value, thus reducing drop-offs and increasing purchase intent. In addition we’ve also streamlined the experience to make it a lot more convenient for your customers.

Business 52

Business Bank Banking Engineering 52

Software Equity Group

DECEMBER 21, 2023

The most active verticals last quarter were Healthcare, Financial Services, and Government. On the horizontal side, product categories with the highest volume include Sales & Marketing (17% of horizontal SaaS), Security (13%), and Human Capital Management (10%).

M&A 52

M&A Valuation Private Equity Investors 52

Software Equity Group

AUGUST 20, 2024

Visma Visma is a developer of cloud enterprise software that digitizes core business processes in the private and public sectors, including accounting, ERP, procurement, payroll, and debt collection solutions. SEG also advised Advantive’s purchase of Pepperi , a leading omnichannel B2B sales platform for wholesalers and distributors.

Investment 52

Investment Management Acquisitions Business 52

Growth Business

MARCH 1, 2024

After a period of approximately three to seven years the company would seek an exit, either in the form of a sale to another buyer or a public listing. While a trade sale was possible, we were keen to maintain and nurture the distinctive Innovate brand and positioning, which we felt still had huge potential.

Private Equity 59

Private Equity Equities Investment Business 59

The TRADE

DECEMBER 21, 2023

One of the greatest revelations across the financial services sector (and beyond) was that mantra of ‘we don’t have to do things the way we used to’ as office hours turned to hybrid work-from-home setups and video conferencing and instant messaging became the norm.

Trading 64

Trading Management Funds Asset Management 64

Growth Business

AUGUST 22, 2023

Now, the company boasts 18 million users, offering bank accounts, overseas transfers, crypto exchange and features like early salary payments – supporting over 30 in-app currencies. Financial services Bio: If you haven’t heard of BGL , you’ll have certainly heard of its brands, like comparethemarket.com.

Insurance 52

Insurance Bank Banking Funds 52

Razorpay

FEBRUARY 19, 2025

It allows merchants to generate unique Customer Identifiers and Virtual UPI IDs for each customer – directly on top of their Current/Escrow Accounts – ensuring that every payment can be easily tracked, attributed to the correct source, and collected instantly. Key Features and Benefits Smart Collect 2.0

Bank 52

Bank Banking Accountant Retail 52

iMerge Advisors

APRIL 14, 2025

For founders and CEOs contemplating a sale or capital raise, understanding what buyers are prioritizing today is not just helpful its essential. services or one-time fees)? Are there concentration risks e.g., one customer accounting for 30%+ of ARR? Key questions include: What percentage of revenue is truly recurring (vs.

Acquisitions 40

Acquisitions Valuation M&A Private Equity 40