M&A Leadership Council

SEPTEMBER 16, 2024

Having advised and led transactions ranging from $1B to $50M, Adam has broad experience in strategy translation, project leadership, and complex program delivery, with expertise in Mergers & Acquisitions from growth strategy and transaction advisory to pre-close planning and execution.

Mergers and Acquisitions 52

Mergers and Acquisitions Profitability M&A Financial Services 52

The TRADE

OCTOBER 21, 2024

Shortlisted individuals are repeated contributors to discussion whether that be through panels, associations or schemes to support the next generation joining the financial services industry.

Trading 98

Trading Financial Market Equities Advisory 98

The Deal

FEBRUARY 7, 2024

General Atlantic LLC wealth platform Creative Planning LLC has inked another deal for an independent registered investment advisory firm in 2023, The Deal has learned. 22 , the firm acquired Minneapolis-based CTB Financial Services Ltd., In a transaction set to be announced Tuesday, Oct. 3, the firm scooped up Berwyn Park, Pa.-based

Advisory 52

Advisory Accountant Management Financial Services 52

Peak Frameworks

MAY 2, 2024

Financial deregulation, for example, saw a pivotal moment with the partial repeal of the Glass-Steagall Act in 1999 , a move that obliterated the firewalls between commercial and investment banking and profoundly influenced the landscape of financial services.

IT 52

IT Finance Finance Financial Services 52

Solganick & Co.

FEBRUARY 16, 2022

was the exclusive financial advisor to Waypoint in its completed M&A transaction. with expertise in the healthcare and financial services industry sectors. Similar to Waypoint, Wipfli has specialized knowledge in the healthcare and financial services industries. Solganick & Co.

Consulting 52

Consulting IT Sale M&A 52

The TRADE

DECEMBER 8, 2023

While these regulations may reduce cybersecurity risks across the financial services industry, the costs of implementation may be significant and some of the filing requirements may distract entities when they are dealing with cybersecurity incidents,” the firm explained.

Broker 113

Broker Asset Management Trading Funds 113

MergersCorp M&A International

NOVEMBER 1, 2024

Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations. Their value is determined not only by their financial metrics but also by qualitative factors, market position, and growth potential.

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 52

Solganick & Co.

DECEMBER 27, 2023

AI in Financial Services : AI’s application in financial services, such as for fraud detection, algorithmic trading, and personalized financial planning, is growing. is a data-driven investment bank and M&A advisory firm focused exclusively on software and IT services companies.

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Acquisitions Mergers 40

Focus Investment Banking

SEPTEMBER 3, 2024

I didn’t have what might be considered a classic financial services background, but I saw the potential here and wanted to grow it into a full-service M&A Advisory firm. In a highly competitive industry, what factors set FOCUS apart from other similar services?

M&A 52

M&A Manufacturing Management Government 52

The TRADE

NOVEMBER 6, 2023

Shortlisted individuals are repeated contributors to discussion whether that be through panels, associations or schemes to support the next generation joining the financial services industry. The winner will be decided by a live industry vote at The TRADE’s Leaders in Trading gala awards night on 8 November.

Trading 52

Trading Asset Management Equities Management 52

The TRADE

OCTOBER 18, 2024

“If you look at what those firms need in terms of prime-related services, well, cash PB and synthetics are just the basics. This trend, and shift away from an equity-centric sector, has cemented these prime brokerage divisions as the jewel in the investment banking crown for many of the largest players in financial services. “A

Funds 69

Funds Broker Bank Banking 69

Razorpay

DECEMBER 15, 2024

Comprehensive Wealth Management Private banking integrates multiple financial services under one umbrella, offering a holistic approach to managing wealth. A private banker is a financial professional who manages the investments and financial needs of high-net-worth individuals and organizations.

Bank 52

Bank Banking IT Management 52

Growth Business

MARCH 1, 2024

We add a high service element to the traditional retail experience to deliver a totally different service level. We went through a formal pitch process and created a shortlist of firms that were then invited to do due diligence and make investment proposals.

Private Equity 59

Private Equity Equities Investment Business 59

Razorpay

JULY 11, 2023

They offer financial services and assistance for startup founders and entrepreneurs. Mobile Banking Multi-location Funds Transfer Tax & Statutory Payments Utility Payments Receivables & Payables Solutions Startup Current Account (Digistart) This is a specialised offering by ICICI for startups.

Accountant 40

Accountant Bank Banking Business 40

The TRADE

MARCH 14, 2025

EuroCTP, the European initiative to establish a consolidated tape in the EU, has welcomed Alexandre Roubaud and Jaafar Amrani to its advisory committee. Elsewhere in his career, Jaafar has served as a financial services management consultant at both Stanwell Consulting and Equinox Consulting.

Advisory 64

Advisory Consulting Financial Services Equities 64

Solganick & Co.

DECEMBER 21, 2023

The company went after verticals it believed might be especially underserved, like healthcare, financial services, advertising, retail and entertainment — and claimed to count several Fortune 500 brands in its customer base. A native app on Snowflake, Samooha provides a no-code UI customers can use to access and build clean room apps.

M&A 52

M&A Private Equity Capital Entertainment 52

Growth Business

MARCH 14, 2025

It affects accountants and financial service providers too, as Haylock acknowledges. Some might pivot to financial advisory services or other value-added options. ” This shift doesnt just affect small businesses. “If fewer companies need audits, firms that rely on that work will need to adjust.

IT 52

IT Accountant Business Financial Statement 52