TechCrunch: M&A

JULY 25, 2023

Founded in 2002, Imperva is a data and application security company with services spanning web application firewalls (WAFs), API security, DDoS protection, account takeover (ATO) protection, data activity monitoring (DAM) and more. The news comes four years after private equity giant Thoma Bravo acquired Imperva for $2.1 billion ($2.65

Securities 239

Securities Acquisitions Private Equity Portfolio 239

How2Exit

SEPTEMBER 25, 2023

b' rn How PE Should Support Portfolio Company Acquisitions | Barak Routhenstein w/ Kison Patel rn rn rn watch here: rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

M&A 130

M&A Acquisitions Private Equity Portfolio 130

Wall Street Mojo

FEBRUARY 9, 2024

What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

Razorpay

MARCH 18, 2024

What is Corporate Account? A corporate account is a bank account one can open in the name of a business. Every small business that is required to pay tax should have a corporate bank account for business banking and its numerous benefits. Read on to learn the vital details associated with a corporate bank account.

Accountant 52

Accountant Corporation Bank Banking 52

Midaxo

JUNE 13, 2023

Isolation of Deal Teams This solution allows organizations managing multiple deal teams to segregate data and workflows, ensuring confidentiality and mitigating the chance of mixing up portfolios. This feature enables users to log in to multiple workspaces using a single sign-on (SSO) account.

Shares 240

Shares Corporation Management Securities 240

Global Banking & Finance

NOVEMBER 25, 2024

Andrea Perlak is at the forefront of the accounting revolution in the digital age. Andrea’s experience ranges from handling derivatives and bond portfolios at the World Bank to […]

Accountant 40

Accountant Shares Portfolio Finance 40

The TRADE

JUNE 15, 2023

Prior to that, he spent six and a half years at State Street Global Markets in a portfolio solutions role. Previously, Williams served as an investment account manager at Northern Trust. Williams joins from BNY Mellon, where he spent the last six years, most recently serving as an equity trader.

Electronics 110

Electronics Trading Financial Services Media 110

Beyond M&A

SEPTEMBER 19, 2023

Value creation is often the primary focus in the investment world, where the goal is to paint a picture of prosperity and success for portfolio companies. While it’s undoubtedly magnetic to focus on value creation, a holistic approach to portfolio management must account for both creation and potential destruction.

Portfolio Management 147

Portfolio Management Portfolio Private Equity IT 147

OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. This includes questions related to LBO modeling, multiples valuation, and basic accounting / financial statement analysis.

Private Equity 147

Private Equity Equities Investment Valuation 147

OfficeHours

JUNE 2, 2023

however, a majority of Blackstone portfolio companies are companies that you have likely never heard of. billion fund, adding to its impressive $7bn AUM, the only where for the organization to go is up, and that goes for your bank account too. And with the firm recently closing a new $3.25 GTCR has invested more than $8.5

Private Equity 147

Private Equity Equities Middle Market Funds 147

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

Mergers and Inquisitions

OCTOBER 30, 2024

Recruiting is straightforward and much less competitive / time-sensitive than IB roles; you can get in coming from a solid-but-not-top-tier university with decent grades and good accounting knowledge. You need to know about accounting and the financial statements in all these roles, but that’s the main similarity.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

OfficeHours

JUNE 6, 2023

These strategies are an integral part of the investment lifecycle and are aimed at maximizing the value of the portfolio companies. By listing the portfolio company on a public stock exchange, the private equity firm can sell its shares to the public and generate substantial returns. investment banking, private equity , VC, etc.)

Private Equity 147

Private Equity Equities Debt Investment 147

How2Exit

JANUARY 8, 2024

He was able to break free from the constraints of the corporate world, become his own boss, and build a portfolio of businesses that aligned with his passions and expertise. However, it is important to note that the journey to building a portfolio of successful businesses is not without its challenges.

Acquisitions 130

Acquisitions Engineering Business Portfolio 130

How2Exit

SEPTEMBER 22, 2024

Essential Steps Entrepreneurs Must Take to Maximize Value Before Selling - Watch Here About the Guest(s): Ian Smith is the founder of The Portfolio Partnership, a consulting firm dedicated to helping business owners enhance their businesses, making them attractive for potential buyers. E244: Exit Strategy 2.0:

Mergers and Acquisitions 130

Mergers and Acquisitions Business Sale M&A 130

OfficeHours

MAY 16, 2023

One widely cited estimate is that hedge funds account for around 5-6% of total equity trading volume in the US. Hedge funds often use a variety of investment strategies and invest across multiple asset classes, which can help diversify their portfolio and reduce risk. According to a report by Hedge Fund Research, Inc.,

Financial Market 130

Financial Market Funds Risk Management Trading 130

The TRADE

NOVEMBER 28, 2023

Eligible clients of Interactive Brokers Hong Kong trading cryptocurrencies will now be able to transact and manage their portfolio through a single platform with a unified view. Interactive Brokers has become the first SFC-licensed securities broker to receive approval to allow retail clients to trade cryptocurrencies in Hong Kong.

Broker 64

Broker Retail Trading Portfolio 64

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

The TRADE

OCTOBER 4, 2023

As part of the acquisition, Bryan Messer has been appointed general manager of Asia Pacific, managing director of portfolio management solutions and artificial intelligence at LiquidityBook, with his staff also joining. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.

Portfolio Management 59

Portfolio Management Architecture Portfolio Accountant 59

Mergers and Inquisitions

MAY 15, 2024

Private Equity Value Creation Definition: The PE value creation team, also known as the operations, portfolio operations, or portfolio resources team, aims to make private equity firms’ portfolio companies more valuable by improving their revenue and profit margins.

Private Equity 105

Private Equity Equities Consulting Recruitment 105

OfficeHours

OCTOBER 20, 2023

For example, if a private equity firm invested $100M into a portfolio company with a 20% expected rate of return, this return would not actually be 20% if the calculations were not adjusted for inflation. Instead, inflation of 5% would mean that the private equity firm’s real return would be reduced to 15%. of OfficeHours Placements!

Investors 130

Investors Private Equity Equities Debt 130

Mergers and Inquisitions

MARCH 13, 2024

Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. The specific growth strategies used by portfolio companies could include almost anything, but a few common ones are: Paying for employees, buildings, and equipment to enter new geographies or markets.

Private Equity 105

Private Equity Equities Capital Portfolio 105

How2Exit

SEPTEMBER 11, 2023

Ron rn rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. She discusses the importance of building a diverse portfolio of businesses with steady cash flows to provide long-term stability and resilience.

Mergers and Acquisitions 130

Mergers and Acquisitions Business M&A Portfolio 130

Global Newswire by Notified: M&A

NOVEMBER 13, 2024

(OTCQB: AIUG), a pioneering force in artificial intelligence innovation, is thrilled to announce the acquisition of Resolve Debt, a powerful AI-driven platform specializing in debt collection technology and accounts receivable automation.

Debt 45

Debt Acquisitions Portfolio Accountant 45

The TRADE

SEPTEMBER 9, 2024

Risk analytics are combined with portfolio management, trading, operations, and accounting tools on a single, unified platform. “As

Trading 69

Trading Portfolio Management Portfolio Accountant 69

The Deal

JUNE 12, 2023

Portfolio company Plate IQ develops accounts payable software for restaurants, hospitality groups and supermarkets. ”We’ve We’ve been able to go in and say, ‘Look, you’re doing accounts payable, why don’t you actually offer the payment solution integrated into that accounts payable software?’”

Underwriting 52

Underwriting Middle Market Financial Services Accountant 52

Sun Acquisitions

NOVEMBER 1, 2024

Actionable Insight: Evaluate the target company’s R&D initiatives and intellectual property portfolio. In a tech-driven world, businesses must adapt their M&A strategies to account for digital transformation, cybersecurity, data analytics, and seamless integration.

Mergers 59

Mergers Mergers and Acquisitions Business Acquisitions 59

Mergers and Inquisitions

JUNE 19, 2024

Before doing anything else, you must decide on your fund size and team size, which depend on your strategy and the number of portfolio companies you plan to invest in. To keep things simple, let’s assume that you want a portfolio of 25 startups and you plan to invest in seed rounds for an average of $2 million per startup.

Capital 105

Capital Funds Investment Portfolio 105

Beyond M&A

MAY 14, 2023

Traditionally, due diligence focused on assessing the company’s proprietary technologies, its IP portfolio robustness, and its tech infrastructure’s scalability. Advanced AI models like GPT-4 are reshaping industries and altering what tech due diligence looks like.

Investors 130

Investors Risk Management IT Risk Assessment 130

OfficeHours

JUNE 6, 2023

Familiarize yourself with its investment strategy, portfolio companies, recent deals, and overall market reputation. As a private equity professional, you will regularly interact with various stakeholders, including team members, clients, investors, and portfolio companies. investment banking, private equity , VC, etc.)

Private Equity 147

Private Equity Equities Financial Modeling Financial Models 147

How2Exit

JULY 3, 2023

rn Sam believes in acquiring complementary businesses within the HVAC industry to create a portfolio that can collaborate and share resources. It also provided a sense of accountability and motivation, as they could hold each other to high standards and push each other to succeed.

Corporation 130

Corporation Acquisitions Collaboration Business 130

The Deal

DECEMBER 19, 2023

While spinoffs tend to be size and industry agnostic, Dubner said a growing number of transactions have been above $5 billion, with industrials and healthcare — which tend to have more complex portfolios — accounting for 50% of globally announced transactions in 2022. Goldman has advised on major spinoffs such as Kellogg Co.’s

Corporation 72

Corporation Capital Market Public Trading Healthcare 72

Razorpay

MARCH 21, 2024

A mandate is a standard instruction that you provide to your issuing bank and other institutions allowing them to automatically debit the mentioned amount from your bank account. This ensures that the payer is the owner of the bank account and agrees to the terms and conditions of the e-mandate.

IT 98

IT Bank Banking Accountant 98

OfficeHours

JULY 14, 2023

This generally means that the interviewer already has confidence that you can handle the basic technical aspects of the job (modeling, finance / accounting, valuation work), and will likely want to focus the interview on learning more about your commercial knowledge. Practice, Practice, Practice Run through your story, deal experience, etc.

Private Equity 130

Private Equity Recruitment Equities Accountant 130

The TRADE

AUGUST 5, 2024

Prior to GMO, he worked as an operations specialist at Evergreen Investments and has also previously worked in a custody-related accountancy role at Investors Banks & Trust. Initially during her tenure at BNY Mellon, she served as an assistant portfolio manager, fixed income.

Capital Market 64

Capital Market Investment Capital Portfolio Management 64

Mergers and Inquisitions

MARCH 13, 2023

Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ). billion loss on a $21 billion portfolio. but less than 10% of accounts at SVB were in that category (an unusually low percentage).

Bank 123

Bank Banking Funds Government 123

The TRADE

OCTOBER 31, 2024

He subsequently moved into a role on the money market and short duration team focused on multi-asset accounts, money markets, and enhanced cash funds, among other products, serving in this capacity for eight years before moving over to the investment grade credit team. Raymond was starting a family and looking for a new opportunity.

Portfolio 52

Portfolio Trading Management Asset Management 52