Cooley M&A

MARCH 1, 2019

The requirements of regulators and stock markets vary from venue to venue, but it is necessary to understand whether the business, its track record and financial reporting (audited to the appropriate accounting standard), will meet those requirements. The usual pros and cons of being a publicly traded company will also need to be considered.

IPO 52

IPO Valuation M&A Business 52

How2Exit

AUGUST 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. This ensures that the sale-leaseback investor only needs to underwrite one credit and balance sheet, simplifying the process.

Sale 130

Sale Mergers and Acquisitions Business Funds 130

How2Exit

JUNE 10, 2024

Throughout his career, he has been instrumental in underwriting IPOs for family-held businesses and tracking the evolution of private equity. The accounting is certainly key. Senator and transitioned into the financial sector with Ernst and Young in their consulting group.

Investment Banking 100

Investment Banking Business Investment Bank 100

Focus Investment Banking

NOVEMBER 11, 2024

You have your 25, 26 year old technician who, you know, all of a sudden they’re, they’re going through pregnancy, you know, their spouse is pregnant, they’re going to 15 doctors appointments, they’re getting imaging done, they’re getting blood work done, and that doesn’t even account for the actual big day.

Insurance 52

Insurance M&A Healthcare Medical 52

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. The group comprises of brokering firm Howden, underwriting agency DUAL, MGA and its data and analytics arm HX.

Insurance 52

Insurance Bank Banking Funds 52

Deal Law Wire

MARCH 18, 2021

Consumers increasingly expect the ability to purchase insurance, file claims, and pay premiums through their online accounts or mobile devices. Artificial intelligence and data analytics can assist insurance providers at every stage of their operation, from pricing and underwriting to risk mitigation, fraud detection, and loss prevention.

Insurance 40

Insurance M&A Underwriting Private Equity 40

Razorpay

DECEMBER 23, 2024

What is an Account Aggregator? An account aggregator is an RBI-regulated entity that helps individuals securely and digitally access and share information from one financial institution they have an account with to any other regulated financial institution in the AA network. Key roles of Account Aggregators: 1.

Accountant 52

Accountant Shares Financial Institution Financial Services 52

Razorpay

NOVEMBER 25, 2024

Payment Aggregators: Payment aggregators streamline the process by pooling multiple merchants under a single master account. This approach allows businesses to start accepting payments quickly with minimal paperwork and underwriting requirements. This method reduces the complexity and time involved in payment setup.

IT 52

IT Accountant Business Funds 52

The TRADE

FEBRUARY 7, 2025

For example, the growth of the SMA (separately managed account) industry in the municipal market over the past decade was fuelled in large part by better technology, which allowed scaled providers to efficiently manage tens of thousands of accounts and millions of individual bond holdings. Where was the last trade in this instrument?

Securities 59

Securities Electronics Trading Book-building 59

Razorpay

JANUARY 27, 2025

Acquirers and payment processors use MCC data to assess the risk profile of a merchant and apply appropriate measures, such as higher reserve requirements, more stringent underwriting procedures, or additional fraud prevention tools. They should have this information readily available as part of your merchant account setup.

Financial Institution 40

Financial Institution Business Risk Management Retail 40