The TRADE

AUGUST 16, 2023

Trading Technologies International (TT) has appointed Gavin Miller its new director of EMEA sales – TT Fixed Income, his move follows almost five years at fixed income aggregation and surveillance technology business, Algomi. These were just the latest acquisitions by TT in a bid to expand its multi-asset capabilities.

Trading 52

Trading Electronics Sale Risk Management 52

The TRADE

JUNE 19, 2023

He also spent several years at Goldman Sachs in a risk management and product control role. Previously, Williams served as an investment account manager at Northern Trust. 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

M&A Leadership Council

OCTOBER 1, 2024

Marla partners with all key stakeholders, including the board of directors, investors, sales, client partners, and vendors. She brings leadership in all aspects of corporate finance with strong expertise in financial management, budgeting and forecasting, risk mitigation, cost controls, and strategic planning.

Corporate Finance 52

Corporate Finance Risk Management Finance Finance 52

Mergers and Inquisitions

MARCH 13, 2023

government bonds: In doing so, however, the bank and its “risk managers” made two key mistakes: Long-Term vs. Short-Term – Rather than putting these funds in shorter-term bonds that are less affected by interest rates , SVB invested mostly in longer-term, 10-year bonds whose prices drop significantly when interest rates rise.

Banking 123

Banking Bank Funds Government 123

Growth Business

MAY 23, 2023

per cent of total economic output, and, according to Deloitte , the UK’s particular strengths include wealthtech (including PFM and cryptocurrencies) and payment technology, which account for more than 50 per cent of all firms. These include accounting, finance, tax, forecasting, cash management, risk management and strategic planning.

Engineering 80

Engineering Finance Finance S&P 80

How2Exit

FEBRUARY 23, 2023

When considering buying an existing business, it is important to take into account the size of the business. However, it is important to take into account the size of the business and to understand the process of buying an existing business. Finally, experienced employees can provide valuable insight and knowledge to the business.

Business 130

Business Negotiation DCF Acquisitions 130

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. The hires have been made across its risk, technology, sales and product development functions.

Trading 59

Trading Risk Management Equities Management 59

Sun Acquisitions

JULY 21, 2023

Key Aspects of Due Diligence: Financial Due Diligence: This involves reviewing the target company’s financial statements, tax returns, and accounting practices to assess its financial stability and growth prospects. Legal Due Diligence: Legal, due diligence identifies any legal risks or issues arising from the transaction.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Razorpay

NOVEMBER 30, 2023

Government regulations and the financial industry embracing modern technologies such as electronic Know Your Customer (e-KYC), video verification (KYC), Internet of Things (IoT), artificial intelligence (AI), digital signatures, and account aggregation systems have built a strong foundation for the future of digital-native financial services.

Accountant 52

Accountant Book-building Business Financial Services 52

Mergers and Inquisitions

MARCH 8, 2023

Commodity trading desks within sales & trading at the large banks. For example, on the physical trading side , most of the job consists of simple arithmetic, geopolitical/market knowledge, and sales/relationship/networking skills. Commodity trading advisors (CTAs) , which are like hedge funds in some ways (see below).

Funds 119

Funds Finance Finance Trading 119

Viking Mergers & Acquisitions

APRIL 17, 2023

During his time in Corporate America, Jimmy was a certified Project Management Professional and oversaw some of the largest projects in the geospatial industry. In addition, Jimmy worked closely with clients to streamline workflows, boost sales volume through channel development, and increase revenue while reducing operating costs.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Business Broker 52

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. Bank Approval: Your bank reviews the request and checks your account. What is a Payment Gateway?

Bank 52

Bank Banking Financial Institution Accountant 52

Focus Investment Banking

MAY 20, 2024

Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. I advise them to be realistic about timetables, financial expectations, even the reality that after the sale, they won’t be directly overseeing their employees anymore.

M&A 52

M&A Mergers and Acquisitions IPO Financial Transaction 52

GillAgency

FEBRUARY 10, 2022

Do not use your company email to discuss anything regarding the sale with anyone. After the sale your email and files will become the property of your buyer. And soon, Baby Boomers are going to a big percentage of all the businesses for sale. As such, your accountant or CFO has to be part of the exit team.

Business 52

Business Sale Broker 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

Focus Investment Banking

JANUARY 18, 2024

Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. Prior to the sale of the company to ABRA, now Caliber Collision, he was president and COO, operating 12 facilities encompassing two states, with sales exceeding $30 million.

Sale 52

Sale Business M&A IT 52

Software Equity Group

AUGUST 20, 2024

(dba Fusion), a company in the Asset & Facilities Management and Manufacturing vertical which provides cloud-native-based industrial data analytics SaaS in the U.S. The software provides features for data sharing, email notifications, permission management, reminders, web and mobile interfaces, collaboration, and dashboards.

Investment 52

Investment Management Acquisitions Business 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. Regularly reassess merchant profiles to detect any changes in risk.

IT 40

IT Business Risk Assessment Risk Management 40

Midaxo

APRIL 25, 2023

You may also need to engage external advisors, such as accountants, lawyers, or consultants, for specialized expertise. Assess the potential risks or challenges associated with integrating the two companies. Develop a risk mitigation plan to address these risks and minimize their impact on the transaction.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

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. Collaborative Sales Teams: Foster collaboration between sales teams from different entities.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

Razorpay

FEBRUARY 18, 2025

Efficient International Supplier Payments Managing international B2B payments comes with challenges like currency exchange fluctuations, high transaction fees, and complex regulatory compliance. This trend allows companies to divide payments over time or across multiple accounts, improving budget management and reducing financial strain.

Accountant 40

Accountant Management Business Bank 40

Mergers and Inquisitions

MARCH 5, 2025

For example, a company may have won approval for its drug and indicated that its expected peak sales will be $5 billion annually. Based on this, the market values the company at a 1x Enterprise Value / Peak Sales multiple, so its current Enterprise Value is $5 billion. Short LQDA, Long UTHR: This works if you have the opposite view.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

Razorpay

FEBRUARY 19, 2025

Whether youre selling online or ringing up sales at the counter, our solutions are designed to keep your customers happy and your sales soaring. Weve enhanced Magic Checkout on Shopify , offering data pre-fill, gamified promotions, and intelligent COD risk management. Say goodbye to slow checkouts with the Smart Dock.

Business 59

Business Banking Bank Finance 59