The TRADE

FEBRUARY 6, 2024

Order and execution management platform, Adroit Trading Technologies, has raised $15 million in its series A funding round led by specialised growth equity firm, Centana Growth Partners, with the capital set to be used to accelerate the business’ growth. It services the likes of Invesco.

Trading 59

Trading Capital Broker Portfolio Management 59

Mergers and Inquisitions

MARCH 8, 2023

But a few related areas, such as commodity desks at banks, commodity trading advisors (CTAs), and physical commodity trading shops could put up a good fight for that “most cyclical” title. We should also step back and define “commodities” and “commodity trading” since they’re massive areas.

Funds 119

Funds Finance Finance Trading 119

OfficeHours

MAY 16, 2023

Hedge funds are significant players in financial markets given the size of their capital bases and the frequency of their trading. One widely cited estimate is that hedge funds account for around 5-6% of total equity trading volume in the US. Hedge funds also engage in algorithmic trading. trillion in assets globally.

Financial Market 130

Financial Market Funds Risk Management Trading 130

Wall Street Mojo

JANUARY 18, 2024

Trial Balance Meaning Trial Balance is the report of accounting in which ending balances of a different general ledger of the company are and is presented into the debit/credit column as per their balances, where debit amounts are listed on the debit column, and credit amounts are listed on the credit column.

Accountant 98

Accountant Book-building Financial Statement Financial Modeling 98

The TRADE

OCTOBER 9, 2024

The London-based trading team at Ninety One has a very particular set of skills. The active investment manager specialises in emerging and frontier markets trading across fixed income, credit and specialist equities. Ninety One’s trading team consists of 17 globally with six – soon to be seven – based in London.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

The TRADE

DECEMBER 21, 2023

For those that have remained profitable, a laser-sharp focus on efficiency has become central to their businesses. For those that have remained profitable, a laser-sharp focus on efficiency has become central to their businesses. The post The TRADE predictions series 2024: Macro outlooks appeared first on The TRADE.

Trading 64

Trading Equities S&P Bank 64

Wall Street Mojo

JANUARY 15, 2024

It is based on the accounting equation that states that the sum of the total liabilities and the owner's capital equals the total assets of the company. The balance sheet, the Income Statement, and the Cash Flow statement are the three primary financial statements in accounting. How to Read Balance Sheet Liabilities?

Accountant 98

Accountant Financial Statement Debt Financial Modeling 98

Growth Business

FEBRUARY 10, 2025

By Anna Jordan on Growth Business - Your gateway to entrepreneurial success Scaling up your business is hard and thats before you take incoming tax rises into account. McKinsey reckons that 60 per cent of employees could save 30 per cent of their time with workflow automation, with automated accounting software, for instance.

Business 64

Business Finance Finance Accountant 64

The TRADE

DECEMBER 21, 2023

This realisation became one of the catalysts which has sparked more of an acceptance of outsourcing parts of the trading desk among buy-side firms, something which many once considered – though some still do – an unthinkable concept. Outsourced trading is no longer a taboo topic. It’s no longer all or nothing.

Trading 64

Trading Management Funds Asset Management 64

Growth Business

JUNE 29, 2023

If you are asking private investors for money you need to keep them on board with regular reporting: quarterly updates, and an annual shareholder meeting, sharing annual accounts and the budget for the following year. Sources of early stage equity fundraising Stage Amount raised Ave.

Finance 110

Finance Finance Equities Business 110

Lake Country Advisors

AUGUST 8, 2024

Accurate and appropriate valuation is one of the pillars of maximizing the profits from a business sale. Market Capitalization Market capitalization is one of the simplest and most commonly used methods for valuing a publicly traded company. First, identify a group of similar publicly traded technology companies.

Valuation 97

Valuation Discounted Cash Flow S&P DCF Analysis 97

TechCrunch: M&A

MAY 15, 2023

emerged as the first jurisdiction to block the megabucks deal, though the Federal Trade Commission (FTC) in the U.S. The European Commission (EC) has given the go-ahead to Microsoft’s proposed $68.7 billion bid for gaming giant Activision. The news comes a few weeks after the U.K. is suing to thwart the deal too. While the U.K.

Acquisitions 181

Acquisitions Mergers and Acquisitions IT Mergers 181

Razorpay

OCTOBER 13, 2023

By expanding the market and tapping into global opportunities, exports can prove to be extremely profitable for businesses. How you pay depends on trust, what you’re trading, and industry customs. The MoneySaver Export Account offers Indian exporters a global banking experience in 200+ countries.

Business 64

Business Accountant Bank Banking 64

The TRADE

SEPTEMBER 15, 2023

How has the hiring process for a trading desk changed over the last five years? For most of my career in credit trading, the majority of traders have been accounting and finance or economics majors. When I look down my trading desk right now, every team member is coding in Python.

Trading 59

Trading Electronics Portfolio Bank 59

How2Exit

MAY 27, 2024

rn rn rn The healthcare sector offers attractive profit margins and opportunities for growth, especially in specialized areas such as patient handling and assistive technology. The implementation of these systems also helped hold sales teams accountable and provided real-time visibility into their performance.

Healthcare 130

Healthcare Business Private Equity Acquisitions 130

Francine Way

JULY 7, 2017

Potential targets should offer additional profit, new customers, new markets, new products for offering diversification, new technical capabilities, or other value that improve the acquirer’s current standing. Once the strengths and weaknesses of a company are identified, the overall acquisition goal will become clear.

M&A 130

M&A Acquisitions Consulting Capital 130

How2Exit

SEPTEMBER 4, 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. rn The rule of 40 states that the percentage of annual growth plus or minus the percentage of profit should equal 40 or more for a company to be in great shape.

Business 130

Business Mergers and Acquisitions Book-building Profitability 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. The profit-making strategies differ across these banks. You deposit $10,000 in a bank savings account earning 0.5% Subtracting the $50 paid to you, the bank makes a net profit of $350.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

How2Exit

OCTOBER 16, 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. rn Key Takeaways: rn rn Understanding financial statements and being proficient in math and accounting are essential skills for success in mergers and acquisitions.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions Sale 130

Razorpay

MARCH 11, 2024

All permitted transactions by Indian residents under LRS are categorized into either current account or capital account transactions. Those transactions that do not affect their assets or liabilities outside India fall under current account transactions, while the rest are categorized as capital account transactions.

Accountant 52

Accountant Medical Education Investment 52

MergersCorp M&A International

JUNE 10, 2024

Due to its high liquidity, 24/7 schedule and easy accessibility, forex trading has emerged as a popular career or side hustle for individual traders. FX trading requires purchasing one currency while selling another, yet the currency pair can be viewed as a single unit that is simultaneously purchased and sold.

Trading 40

Trading Profitability Investment Banking M&A 40

How2Exit

OCTOBER 2, 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. Doesn't make a blimp a hundred million dollar company adds, 5 million to profit. Their team is experienced in M&A, and they hire the best talent available.

Mergers and Acquisitions 130

Mergers and Acquisitions Business M&A Mergers 130

Razorpay

JUNE 8, 2023

Apart from being a safe place to keep money, banks also provide savings accounts that give the account owner interest on their deposit so that the money is not sitting idle. Businesses store money in checking accounts or current accounts. These are special accounts designed for the financial needs of a business.

Bank 52

Bank Banking Accountant Financial Institution 52

Focus Investment Banking

AUGUST 6, 2023

ESG isn’t just a matter for large, publicly traded companies. 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.” This is particularly true if your partners are publicly traded or foreign-owned.

Middle Market 52

Middle Market Business Government Profitability 52

How2Exit

MARCH 17, 2023

He spoke at trade shows and made himself known, which led to him being approached by a shopping cart system to buy up some of his technology. Nate ran an e-commerce business and he found out that his profit margins were around 12-13%. This is essential to ensure that you are making a profit and not losing money.

Broker 130

Broker Business Sale IT 130

Peak Frameworks

SEPTEMBER 12, 2023

A classic case of both accounting fraud and corporate malfeasance, it led to the bankruptcy of the Enron Corporation and the dissolution of Arthur Andersen, one of the five largest audit and accounting partnerships in the world. Think of a finance manager redirecting company funds to their personal account.

Accountant 52

Accountant Finance Finance Investors 52

Mergers and Inquisitions

DECEMBER 6, 2023

They do this by setting up entire teams (“pods”) for specific sectors, having each team learn their stocks or other securities in-depth, and then trading frequently based on catalysts and changes in investor sentiment. Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%.

Funds 104

Funds Management Recruitment Portfolio 104

The TRADE

JULY 13, 2023

Over half (53%) pinpointed end of day processes – allocations, confirmations and affirmations – as the main challenge, while 37% highlighted FX hedging and settlement, and 11% indicated pre-trade technology. Just 29% answered that DTO had not had an impact on their trading patterns.

Asset Management 52

Asset Management Management Equities Trading 52

How2Exit

OCTOBER 23, 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. Linney highlights the importance of understanding the culture and dynamics of the industry, particularly in trades-based businesses.

Business 130

Business Investors Shares M&A 130

Cooley M&A

JULY 28, 2022

The parties agree on a fixed price by referencing a set of agreed historical accounts – this is typically the last set of audited financial statements, but sometimes they’re unaudited management accounts or a set of accounts prepared specifically for these purposes –referred to as “ locked-box accounts.”

M&A 59

M&A Debt Accountant Business 59

Razorpay

JUNE 18, 2023

Exchange rates are very important to trade and business since no country or business is a standalone entity – all countries engage in trade, and this exchange rate plays a very important role in the import and export of goods and services. This trade is done in pairs, where investors sell one currency and immediately buy another.

Economics 52

Economics Trading Business Investors 52

How2Exit

OCTOBER 3, 2022

It’s the best starting point toward achieving an optimal net profit. Buyers will evaluate the retention and churn rates of your customers as well as the revenue tied to each account. one customer) can be the difference between profitability and break-even. These platform MSPs subsequently trade at higher values.

Management 100

Management S&P Acquisitions Business 100

Peak Frameworks

OCTOBER 17, 2023

The history of commission can be traced back several centuries, with roots deeply embedded in trade and commerce. This incentivized them to ensure successful and profitable transactions. Can strain profitability, which is best for growth-oriented companies. Gross Margin Commission Commission is based on profit, not total sales.

Sale 52

Sale Profitability Finance Finance 52

How2Exit

JULY 3, 2023

It also provided a sense of accountability and motivation, as they could hold each other to high standards and push each other to succeed. For example, in his HVAC group, he is looking to acquire businesses in related trades such as electrical installation and maintenance.

Corporation 130

Corporation Acquisitions Collaboration Business 130

The TRADE

JULY 17, 2024

Royal London Asset Management’s (RLAM) trading team is no stranger to change. Brought in to set up the firm’s fixed income desk was current head of trading and execution analytics, Kevin Flood, who joined RLAM with an extensive trading career previously under his belt, having already served for 15 years at Deutsche Bank.

Asset Management 52

Asset Management Management Trading Equities 52

Chesapeake Corporate Advisors

MAY 24, 2024

Why You Need a Sell-Side QofE When Selling Your Business At a high level, a sell-side QofE report analyzes and validates your business’s profitability, assessing both revenue and costs. Credibility A QofE is considered more justifiable than accountant-prepared financials that are only reviewed or compiled.

Business 52

Business Negotiation Investment Banking Sale 52

Peak Frameworks

JULY 19, 2023

Companies often allocate a portion of their profits to pay dividends as a way to reward shareholders for their investments. While capital gains arise from an increase in the value of an investment, dividends offer a direct cash return, allowing investors to realize profits without selling their shares.

Stock 52

Stock Investors Shares Economics 52