Beyond M&A

DECEMBER 18, 2024

billion in investor funding over the last 12 months, spread over 156 deals, an increase of 81.4 From algorithmic trading and risk management to fraud detection and customer service, the applications are vast and varied. Like ChatGPT, you need to register an account, and youre ready. AI agent startups secured $8.2

Investors 130

Investors Investment IT Healthcare 130

The TRADE

NOVEMBER 2, 2023

Shifting strategies One way in which behaviours have changed is in terms of the length of tenors being used to hedge, with Huttman confirming that their clients – asset managers and corporates – have begun to use shorter dated hedging instruments in a bid to manage cash flow better and retain an element of nimbleness in the case of market movement.

Trading 102

Trading Funds Management Corporation 102

Sun Acquisitions

AUGUST 19, 2024

However, companies can successfully navigate these turbulent waters with careful planning and strategic foresight; this article explores strategies for funding M&A deals in a volatile economy, including alternative financing options.

M&A 59

M&A Finance Finance Economics 59

The TRADE

DECEMBER 14, 2023

The protocol appeals to the sell-side for several reasons, namely the fact that they can take a basket of securities and use them in other trades, special purpose vehicles (SPV) or, importantly, the exchange traded fund (ETF) create and redeem process. In the same period, international accounted for $332 million in Q3 up from $311 in Q3 2022.

Portfolio 104

Portfolio Trading IT Bulge Bracket 104

OfficeHours

JUNE 6, 2023

Industry Transformation and Restructuring: Certain private equity firms, particularly special situation funds, are often involved in industry transformation and restructuring efforts. Risk Mitigation: Private equity firms bring a disciplined approach to investment decision-making and risk management.

Private Equity 147

Private Equity Economics Equities Capital 147

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

Peak Frameworks

MAY 2, 2024

For example, you may be allowed to pay for a large appliance like a TV on credit, in which you would make several installments to fund the purchase. Risk Management: Offering sales on credit introduces the risk of default, requiring businesses to implement robust risk management strategies.

Sale 52

Sale Accountant Financial Statement Business 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.

Engineering 80

Engineering Finance Finance S&P 80

Razorpay

SEPTEMBER 17, 2023

It is a platform that connects your bank account to the platform where you need to transfer money. It plays the role of a third party that securely transfers your money from the bank account to the merchant’s payment portal. It follows encryption technology called Secure Socket Layer (SSL) for a safe and secure transfer of funds.

Bank 52

Bank Banking Financial Institution Accountant 52

The TRADE

SEPTEMBER 11, 2023

Elsewhere in his career, Chalkley served as a European government bond, inflation and absolute return fund manager at BlackRock. Tourmaline Partners hired three new seasoned financial markets executives as managing directors to help strengthen its global trading capabilities.

Sale 64

Sale Management Trading Portfolio Management 64

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. with flying colors !

Bank 98

Bank Banking Government Investment Banking 98

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. Following this, BNY Mellon selected Eurex as the first clearing house to centrally clear repo trades in Europe.

Trading 59

Trading Risk Management Equities Management 59

Razorpay

AUGUST 9, 2023

Fundraising Merchant banking helps businesses raise funds from the public by issuing shares and debentures, rights issues of shares, preferential allotment of shares, private placement of shares and debentures, and other instruments. This service helps companies to raise the required funds from the public.

Bank 52

Bank Banking Business Underwriting 52

Wall Street Mojo

FEBRUARY 9, 2024

While offsetting a static portfolio, traders or portfolio managers need not rebalance or reset the portfolio to accommodate the changes registered due to market volatility. In the financial services industry, insurance companies use these portfolios to manage their assets and liabilities positions.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

The TRADE

MAY 1, 2024

Joining the industry after graduating from business school at the age of 20, Papanichola has an impressive track record that spans across five hedge funds and two banks. It’s about risk management philosophy and methodology,” explains Papanichola. I cut my teeth in investment trust arbitrage and fund reconstructions.

Trading 59

Trading Capital Funds Investment 59

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. Fund flow control: No third party, including LSPs, can directly or indirectly control loan disbursal and repayment.

Bank 52

Bank Banking Risk Management Business 52

Razorpay

DECEMBER 15, 2024

Private banking offers common services like a current or savings account, debit and credit cards, but with a personalized approach. Exclusive Investment Opportunities Private banking clients gain access to investment products and opportunities not available to the general public, such as: Private equity and hedge funds.

Bank 52

Bank Banking IT Management 52

Razorpay

JULY 24, 2024

This process establishes an efficient and compliant payment system, improving customer trust, reducing fraud risks, and smoothening transactions. Let’s understand what is a merchant account , merchant onboarding meaning, how it works, and its benefits. They verify that the customer has sufficient funds to cover the transaction.

IT 40

IT Business Risk Assessment Risk Management 40

Wizenius

AUGUST 16, 2023

This phase involves seamless collaboration with legal experts, accountants, and other professionals to execute exit strategies, which may involve divestiture or taking the company public through an IPO. This journey encompasses risk management, optimization of financial returns, and the creation of value within the portfolio.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

Viking Mergers & Acquisitions

APRIL 17, 2023

Jimmy goes on to say that recent conversations with local SBA lenders in the Myrtle Beach area indicate they are still actively funding business acquisitions, even at higher interest rates. Using that, along with feedback from their accountant, they can estimate the net results from a future sale.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Business Broker 52

Solganick & Co.

NOVEMBER 15, 2023

Adjusted EBITDA offers a more comprehensive view of the target company’s earnings capacity, incorporating adjustments that reflect its sustainable earnings and accounting for exceptional items that could impact its long-term financial performance.

Financial Analysis 52

Financial Analysis Mergers and Acquisitions Profitability Accountant 52

GillAgency

FEBRUARY 10, 2022

As such, your accountant or CFO has to be part of the exit team. If you cannot divulge the sale to your CFO or accountant, consider hiring an external accountant. However, we strongly advice that you bring your current CFO or accountant into the team. Risk Management Every project has risks.

Business 52

Business Sale Broker IT 52

Wall Street Mojo

JANUARY 17, 2024

Interest rate swaps are risk management tools, allowing parties to hedge against interest rate fluctuations and achieve desired cash flow structures. The banks try to spread the risk and exposure to interest rate by making the dealers sell the swaps to many parties.

Financial Institution 91

Financial Institution Bank Banking Financial Models 91

Devensoft

AUGUST 24, 2023

Financial Synergy : Financial synergy involves leveraging combined financial resources, such as capital, cash flow, or risk management capabilities, to achieve cost savings, maximize profitability, and enhance investment opportunities. Evaluate the success of risk management strategies in ensuring a smooth transition.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

The TRADE

AUGUST 21, 2023

The new tick size regime proposed by ESMA meant that regulators of European trading venues will be allowed to calculate the average daily number of transactions on a case-by-case basis, taking into account the liquidity available on third-country venues in calibration of tick sizes.

Equities 52

Equities Retail Trading Broker 52

Focus Investment Banking

APRIL 2, 2025

I actually lead the sustainability practice here at Caliber Collision, which also includes risk management. And of course most people scope three emissions, when you are the size that we are, account for the majority of your emissions. Sustainability is just really good risk management.

IT 52

IT M&A Business Insurance 52

The TRADE

APRIL 30, 2024

These regulations have significantly impacted the operations and behaviour of financial institutions, contributing to greater stability, transparency, and accountability in global financial markets. New rules have impacted almost every financial firm, ranging from banks to asset managers.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

Mergers and Inquisitions

MARCH 5, 2025

If you had to pick a single industry that could be interesting to every hedge fund investing in individual companies, it might be biotech. Of course, biotech is not an official hedge fund strategy. Example Biotech Trades What Makes Biotech Hedge Funds Different? also find their way into the industry. And What Do They Do?

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

Razorpay

MARCH 24, 2025

Your transaction might be returned if there aren’t enough funds in the account, if the account is closed, or if the account details are incorrect. For example, if a mutual fund SIP debit fails because you don’t have sufficient balance, the transaction will be returned. What Causes ACH Returns?

IT 40

IT Accountant Bank Banking 40

Razorpay

FEBRUARY 18, 2025

Virtual credit cards add a layer of security, reducing fraud risks in digital transactions. They provide real-time payments with immediate fund availability, though they may involve higher fees and daily cut-off times. This streamlines your accounting processes, making financial management more efficient and transparent.

Accountant 40

Accountant Management Business Bank 40

The TRADE

MARCH 28, 2025

This price discovery and execution transparency for fund assets is something only possible with the ETF wrapper. trillion in assets, which accounts for 16% of the global total. The US dominates ETF trading volume, handling over 80% of total global ETF trades, while Europe accounts for just 6%.

Investment 52

Investment Trading Investors Retail 52

Razorpay

APRIL 10, 2025

Strengthen Credit Risk Management Implement thorough creditworthiness checks for clients and partners to assess financial reliability. This reduces the risk of defaults and protects the financial stability of the insurance ecosystem. To Sum Up… The insurance industry is built on trust.

Insurance 52

Insurance Securities Business Collaboration 52