How2Exit

FEBRUARY 23, 2023

Watch E#84 Here Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit crude, you're reading our notes, so.

Business 130

Business Negotiation DCF Acquisitions 130

OfficeHours

JUNE 6, 2023

Risk Mitigation: Private equity firms bring a disciplined approach to investment decision-making and risk management. Through extensive due diligence and financial analysis, they identify investment opportunities with favorable risk-return profiles. investment banking, private equity , VC, etc.)

Private Equity 147

Private Equity Economics Equities Capital 147

Sun Acquisitions

AUGUST 19, 2024

This arrangement allows buyers to mitigate risks associated with economic volatility while allowing sellers to realize additional value based on future performance. By aligning incentives and sharing risks, earn-out agreements can facilitate deal completion in turbulent times.

M&A 59

M&A Finance Finance Economics 59

Peak Frameworks

JULY 19, 2023

Implementing appropriate , risk management techniques, such as setting stop-loss orders and managing position size, is essential. Market Volatility and Sudden Reversals Rapid price movements can lead to unexpected reversals, causing potential losses if not managed effectively. Paper Trading and Backtesting.

Trading 52

Trading Utilities Profitability Finance 52

Mergers and Inquisitions

MARCH 22, 2023

per share when it was trading above $8.00 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. ” So, what happened?

Banking 98

Banking Bank Government Investment Banking 98

The TRADE

OCTOBER 24, 2023

Its overall market share for cash equities clearing was 34% in the first half of 2023, an year-on-year increase from 2022. 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.

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. It allows easy accounting software integration.

Banking 52

Banking Bank Business Underwriting 52

The TRADE

SEPTEMBER 15, 2023

For most of my career in credit trading, the majority of traders have been accounting and finance or economics majors. More and more, price formation is happening via smart algos, so our traders are morphing into a combination of programmers and risk managers. The skillset of traders has evolved over recent years.

Trading 59

Trading Electronics Portfolio Banking 59

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. Commercial Banks: These cater to businesses, providing loans, treasury, and cash management services. You deposit $10,000 in a bank savings account earning 0.5% Imagine a simple scenario.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

Midaxo

APRIL 25, 2023

Here are the steps to define a company-specific M&A playbook: Establish clear objectives: Clearly define your company’s strategic goals, such as growth, expansion, diversification or increased market share, and how M&A can help achieve those goals. Assess the potential risks or challenges associated with integrating the two companies.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

M&A Leadership Council

JUNE 18, 2024

Provide training or briefings on the M&A process and risk assessment. Facilitate collaboration and information sharing among team members. Engage in ongoing communication with functional areas to gather risk-related information. Use dashboards and reporting tools to visualize risk data.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

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. Focus on Credit Risk Management: DLG is not a substitute for sound credit assessments and risk management by lending businesses.

Banking 52

Banking Bank Risk Management Business 52

Software Equity Group

AUGUST 20, 2024

This trend goes beyond simply acquiring market share; it creates a win-win scenario for both parties. They may be weighing whether an acquisition will more efficiently help consolidate market share and reduce their competitive set, add on to or improve their product offerings, or extend into new product types or verticals.

Investment 52

Investment Management Acquisitions Business 52

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. Establish communication channels and forums for sharing information, best practices, and insights.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

M&A Leadership Council

JUNE 18, 2024

Provide training or briefings on the M&A process and risk assessment. Facilitate collaboration and information sharing among team members. Engage in ongoing communication with functional areas to gather risk-related information. Use dashboards and reporting tools to visualize risk data.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

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

The TRADE

MAY 16, 2024

Today, trades are not solely measured by outcome in isolation, but instead, the focus has shifted towards understanding the holistic impact of every transaction on portfolio performance, risk management, and overall market dynamics. And these reports are being shared at investor level. “We’ve

Trading 119

Trading S&P Collaboration M&A 119

Peak Frameworks

SEPTEMBER 11, 2023

It encompasses various principles and models, such as the McKinsey 7-S framework, Lewin's Change Management Model, and Kotter's 8-Step Process. By aligning strategy, structure, systems, skills, staff, style, and shared values, OD aims to create a harmonious and high-performing organizational culture.

Financial Institution 52

Financial Institution Finance Finance Management 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 understand this very technical, complex industry and its players, and I’m happy to share my 30+ years of experience with them. It can be very hard for a seller.

M&A 52

M&A Mergers and Acquisitions IPO Financial Transaction 52

Wall Street Mojo

JANUARY 17, 2024

CDS helps in easy transfer of the risk Transfer Of The Risk Risk transfer is a risk-management mechanism that involves the transfer of future risks from one person to another. We explain the types, role, characteristics, example, uses, risk, advantages & disadvantages.

Financial Models 52

Financial Models Financial Modeling Insurance Valuation 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. Industry Expertise and Insights: Can you share your perspective on the current trends and challenges in the automotive aftermarket and collision industry?

Sale 52

Sale Business M&A IT 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

Devensoft

JUNE 13, 2023

For example, if a company’s goal is to expand its market share within a specific industry, the M&A team should focus on potential targets that can help them achieve that goal. Shared knowledge: Integration can lead to the sharing of knowledge and best practices, which can benefit all parties involved.

M&A 52

M&A Mergers Mergers and Acquisitions Management 52

Devensoft

AUGUST 22, 2023

Furthermore, real-time decision-making can introduce uncertainty, requiring a shift in risk management strategies. Communication : Establish transparent communication channels that allow stakeholders to share insights and feedback in real time. This facilitates the seamless flow of information critical to freelance modeling.

M&A 52

M&A Business Mergers and Acquisitions Collaboration 52

The TRADE

AUGUST 21, 2023

Previous rules meant that the minimum tick size would be applicable to shares in accordance with the adjusted average daily number of transactions on the most liquid market in the EU.

Equities 52

Equities Retail Trading Broker 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 Banking 40

Razorpay

MARCH 24, 2025

In this article, we’ll explore the common reasons for ACH returns, understand return codes, examine handling processes, and share effective prevention strategies. 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.

IT 40

IT Accountant Banking Bank 40

Mergers and Inquisitions

MARCH 5, 2025

If the fund is right, the company is potentially mispriced by 50%, and the share price has the potential to double once the true sales potential becomes clear. Even if your judgments are sound, it might be difficult to move up because you wont get much exposure to skills like position sizing, risk management, or timing.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

Razorpay

FEBRUARY 19, 2025

This sets the new standard in fulfilment guarantees, increasing prepaid share by 35%, boosting conversions by 30%, and driving 37% more add-to-cart. Weve enhanced Magic Checkout on Shopify , offering data pre-fill, gamified promotions, and intelligent COD risk management. Make smarter, faster decisions with ease.

Business 59

Business Banking Bank Finance 59