The TRADE

JUNE 17, 2024

Over the past year, FINBOURNE has secured new clients across global investment management, banking and capital markets which it serves including Northern Trust, Omba Advisory and the Pension Insurance Corporation (PIC). The post FINBOURNE Technology raises £55 million in Series B funding round appeared first on The TRADE.

Funds 69

Funds Investment Manager Capital Market Investment 69

The TRADE

JUNE 28, 2023

New York-based independent prime broker Clear Street is set to launch a new investment banking business named Strategic Advisory Services. The new business line will offer strategic advisory, transaction and creative capital solutions to emerging growth companies, subject to regulatory approvals.

Investment Banking 64

Investment Banking Broker Bank Banking 64

The TRADE

OCTOBER 21, 2024

Before joining JP Morgan, Finlayson spent 14 years at UBS, holding a variety of senior positions including her most recent stint as head of market structure and liquidity strategy. Prior to joining BNY, she was the co-head of equities electronic sales and trading EMEA for RBC Capital Markets.

Trading 98

Trading Financial Market Equities Advisory 98

Solganick & Co.

JANUARY 9, 2023

is a data-driven investment bank and M&A advisory firm focused exclusively on software and tech-enabled services companies. Solganick & Co. has hired Nicholas Brouwer as a Senior Investment Banking Analyst in its Manhattan Beach, CA office. About Solganick & Co. Solganick & Co. For more information, go to solganick.com

Investment Banking Analyst 52

Investment Banking Analyst Investment Banking M&A Advisory 52

Razorpay

AUGUST 9, 2023

Functions of Merchant Banks A merchant bank’s primary function is to provide financial and advisory services to medium-sized businesses. Morgan Stanley India: Global investment bank with a strong presence in India, offering services such as underwriting, M&A advisory, and equity research.

Bank 52

Bank Banking Business Underwriting 52

Focus Investment Banking

OCTOBER 29, 2024

Colin brings extensive industry expertise to FOCUS from his prior role at Car Wash Advisory, where he guided clients through complex transactions and delivered strategic value. He also held leadership roles at Capital Canada Limited, advising clients across various sectors on corporate finance, capital markets, and strategic transactions.

Investment Banking 52

Investment Banking Bank Banking Investment 52

The Deal

FEBRUARY 7, 2024

Capstone, too, has a penchant for middle market deals. The independent, middle market placement agent is focused on fundraising and advisory services to private equity, credit, real assets and infrastructure investment firms, enhancing its pipeline for lending, acquisition financing, capital markets and M&A advisory business.

Middle Market 52

Middle Market Private Equity Advisory M&A 52

Periculum Capital

JUNE 30, 2021

The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale Advisory Corporate Finance Middle Market 52

Periculum Capital

JULY 15, 2022

The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale Advisory Corporate Finance Middle Market 52

Periculum Capital

MARCH 12, 2022

The Company relied on Periculum to run the process given Periculum’s extensive lender relationships and experience in the debt capital markets. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Debt 52

Debt Food Debt Capital Markets Capital 52

Intrepid Banker Insights

JUNE 5, 2024

Intrepid Investment Bankers Intrepid Hires Industry Veterans Dave Hatch and Mike Letsch to Launch Supply Chain & Logistics Group Intrepid Investment Bankers announced the expansion of the firm’s Industrials & Business Services offerings with the establishment of a dedicated Supply Chain & Logistics advisory practice.

Transportation 52

Transportation Private Equity Advisory Middle Market 52

Periculum Capital

MAY 11, 2023

Chris Caniff, Senior Managing Director of Periculum, stated “Zainab’s unwavering commitment to the success of this firm over the past decade has been instrumental in the development of our advisory practice. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Advisory 52

Advisory Corporate Finance Capital Middle Market 52

Periculum Capital

OCTOBER 20, 2021

The firm continues to build on its software and technology expertise, providing capital markets and liquidity solutions for venture and non-venture backed emerging growth and later-stage companies. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services.

Capital 52

Capital Equities Investment Advisory 52

iMerge Advisors

APRIL 10, 2025

Morgan bring unmatched reach and capital markets expertise. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Large-Cap Tech Deals ($500M+) For billion-dollar transactions, global investment banks dominate. Firms like Goldman Sachs , Morgan Stanley , and J.P.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Morgan bring unmatched reach and capital markets expertise. appeared first on Transforming Tech: The Premier M&A Advisory Firm for Software and Technology Businesses. Large-Cap Tech Deals ($500M+) For billion-dollar transactions, global investment banks dominate. Firms like Goldman Sachs , Morgan Stanley , and J.P.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

Periculum Capital

APRIL 13, 2023

The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale IT Advisory Corporate Finance 52

Periculum Capital

JANUARY 7, 2021

Chris Caniff, Senior Managing Director of Periculum, stated “Zainab has been an integral part of our advisory practice, leading transactions from start to finish and developing a growing network. The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. We are excited for his continued growth.”

Advisory 40

Advisory Middle Market Corporate Finance Capital 40

Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Periculum Capital

JUNE 6, 2023

The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale IT Advisory Corporate Finance 52

The TRADE

OCTOBER 13, 2023

Deutsche Numis is set to serve more than 170 corporate broking clients and is focused on providing comprehensive financial and advisory solutions. The transaction – first reported on back in April – was previously valued at £410 million according to documents seen by The TRADE.

Bank 59

Bank Banking Acquisitions Investment Banking 59

Periculum Capital

MAY 14, 2024

In addition to Periculum, Bill and Janell were supported through the transaction by the KSM Transaction Advisory Services team, led by Jennifer Miller, and by the Taft Stettinius & Hollister LLP mergers & acquisitions legal team, led by Elijah Hammans.

Sale 52

Sale IT Mergers and Acquisitions Advisory 52

Periculum Capital

MAY 21, 2024

The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale IT Food Retail 52

Periculum Capital

OCTOBER 27, 2023

The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale Management IT Advisory 52

Periculum Capital

JULY 13, 2023

The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale IT Advisory Corporate Finance 52

Periculum Capital

DECEMBER 23, 2022

The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services. appeared first on Periculum Capital.

Sale 52

Sale IT Advisory Negotiation 52

Accenture Capital Markets

DECEMBER 5, 2023

Next, they need to tackle the end-to-end journey by answering five questions: What capabilities are needed in the app journey bearing in mind that, according to our survey, the room for greatest differentiation is in advisory? The post The battle for better: Mobile apps in wealth management appeared first on Accenture Capital Markets Blog.

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Management Bank Banking Investors 117

The TRADE

JULY 3, 2023

New York-based independent prime broker Clear Street hired a team of investment bankers to build out its new investment banking and advisory offering. Gerety joined from JonesTrading, where he spent 11 years, serving most recently as managing director, equity capital markets.

Trading 64

Trading Investment Banking Bank Banking 64

Mergers and Inquisitions

OCTOBER 30, 2024

First, if you work in Treasury , you might have a better chance at a broader set of roles, such as corporate banking, credit analyst jobs, or even something like capital markets ( DCM ) at a bank. You do more work with the company’s capital structure, which has broader applicability to other jobs.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

The TRADE

MARCH 4, 2024

Previously in his career he spent a year and a half at Fideuram Asset Management Ireland as a trader in equity and derivatives and spent nearly three years at ING Eurasia ZAO in money markets roles. Most recently, Al Jaweini served as chief of cash markets at the exchange and before that head of markets development.

Asset Management 72

Asset Management Sale Trading Equities 72

Solganick & Co.

SEPTEMBER 29, 2024

Michael Kim joins as a director of investment banking, bringing 20+ years of experience in technology and cybersecurity investment banking and capital markets research. About Solganick Solganick is a data-driven investment bank specializing in mergers and acquisitions advisory for software and IT services companies.

Investment Banking 40

Investment Banking M&A Mergers and Acquisitions Acquisition Advisories 40

The TRADE

JULY 7, 2023

The investment banking business will further establish Clear Street in the capital markets space and is another area where we’re excited to add value as a trusted partner. Upon regulatory approval, the business will provide strategic advisory, transaction, and creative capital solutions to emerging growth companies.

Capital Market 52

Capital Market Risk Management Investment Banking Funds 52

Accenture Capital Markets

NOVEMBER 2, 2023

Two other findings are also important when thinking about the RM role: First, clients see high value (the green circles) nearly only in advisory, and there is just moderate or low perceived value in RMs’ other tasks. The post How Gen AI can boost relationship managers’ productivity appeared first on Accenture Capital Markets Blog.

Management 85

Management Advisory Risk Management Business 85

The TRADE

FEBRUARY 5, 2024

Booij is also currently chair of the European Advisory Board and member of the Global Board at FIA, as well as having previously served as chair of the Eurex exchange council. Before joining Bluefin, McGhee held an iShares capital markets role at BlackRock for three years.

Investment Banking 64

Investment Banking Finance Finance Equities 64

Mergers and Inquisitions

NOVEMBER 22, 2023

As another example, some argue that UBS should not be a bulge bracket bank because it has focused on wealth management and areas outside the capital markets. For example, Wells Fargo always does well in debt capital markets but much worse in M&A advisory and equity capital markets.

Bulge Bracket 105

Bulge Bracket Bank Banking Boutique 105

Solganick & Co.

JANUARY 2, 2024

Funding and Financing Issues : If the buyer faces difficulties in securing financing or if the capital market conditions change adversely, it can impact the deal structure or completion. is a data-driven investment bank and M&A advisory firm focused exclusively on technology companies. About Solganick & Co.

M&A 52

M&A Negotiation Valuation Mergers and Acquisitions 52

Accenture Capital Markets

SEPTEMBER 5, 2023

1] [link] [2] [link] The post Lead with advice and let products take a backseat appeared first on Accenture Capital Markets Blog. If you would like to discuss this topic further or get additional information, please email capital.markets@accenture.com. [1]

Consulting 83

Consulting Management Capital Market IT 83

Periculum Capital

MARCH 8, 2024

The firm was founded in 1998 to provide sophisticated financial advisory and transaction services. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale IT Capital Advisory 52