Remove Advisory Remove Events Remove Risk Management
article thumbnail

Fireside Friday with… Clear Street’s Andy Volz

The TRADE

Upon regulatory approval, the business will provide strategic advisory, transaction, and creative capital solutions to emerging growth companies. In contrast, Clear Street is building a unified platform using cloud-native, event-driven, and horizontally-scalable technology.

article thumbnail

How to Conduct an M&A Risk Assessment

M&A Leadership Council

Create contingency plans for high-impact risks: Develop detailed action plans for responding to risk events. Engage in ongoing communication with functional areas to gather risk-related information. Use dashboards and reporting tools to visualize risk data.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

How do Banks Make Money? Explanation, Examples

Peak Frameworks

Commercial Banks: These cater to businesses, providing loans, treasury, and cash management services. Morgan, which offer services in underwriting and M&A advisory. Risk Management and Loan Loss Reserves Lending money is a risky business. Investment Banks: Institutions like Goldman Sachs and J.P.

Bank 52
article thumbnail

How to Conduct Your Own M&A Risk Assessment

M&A Leadership Council

Create contingency plans for high-impact risks: Develop detailed action plans for responding to risk events. Engage in ongoing communication with functional areas to gather risk-related information. Use dashboards and reporting tools to visualize risk data.

article thumbnail

Unleashing Synergy: A Guide to Strategic Integration and Value Amplification for Internal Business Groups

Devensoft

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. Evaluate the success of risk management strategies in ensuring a smooth transition.

article thumbnail

Keeping ESG commercial

The TRADE

It’s about risk management philosophy and methodology,” explains Papanichola. During that period of my training, I was actively taking positions, taking risk, fundamentally managing a portfolio of sorts in macro products.” And those are just the public ones. Papanichola is the only primary trader at the firm.

Trading 59
article thumbnail

The prime brokerage pie is growing, which means bigger slices for everyone

The TRADE

Additionally, we remain vigilant in working with emerging talent early and providing them differentiated resources across consulting capital introductions, talent management, technology and client service to help these new entrants launch their businesses successfully.” It’s not all sunshine and rainbows in the prime brokerage world, however.

Funds 69