The TRADE

DECEMBER 27, 2023

This came amidst a near-constant stream of mergers and acquisitions across both the sell- and buy-side this calendar year. Following the acquisition, the business will continue to be led by Jack Seibald and Michael Rosen. billion acquisition of Cowen in March – following an initial announcement in August 2022.

Acquisitions 110

Acquisitions Mergers and Acquisitions Trading Capital Market 110

Software Equity Group

SEPTEMBER 19, 2023

Overall, this has resulted in a significant increase in software mergers and acquisitions in recent times. There are many types of mergers and acquisitions, each of which may be structured to achieve varying goals. Not all M&A deals are equal. Assuming the company continues to grow and thrive under its new structure.

Mergers and Acquisitions 52

Mergers and Acquisitions Mergers Acquisitions M&A 52

Solganick & Co.

SEPTEMBER 2, 2024

September 2, 2024 – The software mergers and acquisitions (M&A) marketplace has been bustling with activity in the first half of 2024, reflecting the sector’s robust growth and strategic consolidations. billion acquisition of Ansys, a move aimed at bolstering its software capabilities and expanding its market footprint.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers M&A 52

The Deal

FEBRUARY 6, 2024

“Chesapeake’s previous deals were aimed at growing the company simply for the sake of growth,” said Mark Viviano, managing partner of Kimmeridge Energy Engagement Partners, the public investment unit of private alternative asset manager Kimmeridge Energy Management Co.

Mergers 59

Mergers Mergers and Acquisitions Debt M&A 59

The Guardian: Mergers & Acquisitions

MAY 14, 2023

A consortium comprised of Macquarie Asset Management and British Columbia Investment Management Corporation completed the acquisition of 60% of the equity in National Grid’s gas transmission and meter business in January, in a deal which valued the business at £7.5bn.

Business 77

Business Bank Banking Utilities 77

M&A Leadership Council

OCTOBER 22, 2023

The Art of M&A® / Post-Merger Integration and Divestitures An excerpt from The Art of M&A, Fifth Edition: A Merger, Acquisition, and Buyout Guide by Alexandra Reed Lajoux COMMITMENTS to EMPLOYEES Why is it important to make and keep commitments to employees? How do pension funds respond to downsizing after mergers?

Mergers 52

Mergers Mergers and Acquisitions M&A Economics 52

Razorpay

AUGUST 9, 2023

Top 10 Merchant Banks in India Kotak Mahindra Capital: India’s largest merchant bank, providing a wide range of services to businesses, including raising capital, mergers and acquisitions (M&A), and project finance. They can also provide advice on mergers and acquisitions, restructuring, and project financing.

Bank 52

Bank Banking Business Underwriting 52

The TRADE

AUGUST 11, 2023

A stream of merger and acquisition announcements has become the norm in recent months, as institutions from all corners of the market turn to deals for consolidation and expansion. The terms of the acquisition show that the investment has been split into two tranches, payable in cash.

M&A 52

M&A Trading Mergers and Acquisitions Asset Management 52

Mergers and Inquisitions

MAY 24, 2023

Part of the issue is that many different strategies fall within the “event-driven” category: merger arbitrage , activist investing , distressed investing, special situations, and more. Event-driven hedge funds differ from other funds because they rely on specific “hard catalysts,” such as acquisitions and divestitures.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

The Harvard Law School Forum

AUGUST 29, 2023

Posted by Martin Lipton, Wachtell Lipton Rosen & Katz, on Tuesday, August 29, 2023 Editor's Note: Martin Lipton is a founding partner of Wachtell, Lipton, Rosen & Katz, specializing in mergers and acquisitions and matters affecting corporate policy and strategy. Rosenblum , Karessa L. Cain , Elina Tetelbaum , Carmen X.W.

Investors 75

Investors Funds Mergers and Acquisitions Corporation 75

The Deal

JUNE 22, 2023

Macquarie Asset Management has agreed to acquire waste services provider Coastal Waste & Recycling Inc. A major infrastructure player, Macquarie Asset Management has invested more than $5 billion in waste management businesses in the Americas since 2007. Houlihan Lokey Inc. was co-adviser.

Asset Management 52

Asset Management Capital Equities Management 52

Focus Investment Banking

APRIL 1, 2024

FOCUS represented CMI Management throughout this transaction process. The purpose of the acquisition is to expand Dexterra’s IFM platform in the U.S. With operations in 11 of 13 provinces and territories as well as in the U.S.,

Investment Banking 52

Investment Banking Management Sale IT 52

Mergers and Inquisitions

SEPTEMBER 13, 2023

Special Situations – This could include the events above but could also refer to investments in spin-offs, asset sales, recapitalizations, acquisitions, or capital raises. If a merger arbitrage fund holds an average of 100 positions, a distressed fund might hold only 10-15 (or even fewer). Again, this is more of a PE strategy.

Debt 103

Debt Funds Investment Equities 103

The New York Times: Banking

OCTOBER 4, 2023

Apollo was the first to use annuities to build a major financing business. Others followed, driving the growth of the private lending market and worrying regulators.

Insurance 111

Insurance Funds Finance Finance 111

The TRADE

JULY 17, 2023

With Middle East and North Africa (MENA) becoming a larger part of indices and portfolio managers’ thinking, decisions will have to be taken around how best to trade these markets. Each asset manager will need to consider the balance between the cost and benefit,” says Stuart Lawrence, head of UK equity trading at UBS Asset Management.

Equities 52

Equities Trading Asset Management Management 52

Peak Frameworks

SEPTEMBER 19, 2023

Financial modeling and analysis, for instance, were crucial during Apple's acquisition of Beats, enabling decision-makers to understand the true value of the deal and the potential return on investment. Whether it's the European Union's MiFID II regulations affecting asset managers or Dodd-Frank in the U.S.,

Finance 52

Finance Finance IT Financial Modeling 52

Mergers and Inquisitions

APRIL 24, 2024

Energy Consulting to Asset Management: Consulting is closer to finance than engineering, but a pre-MBA internship would still be useful because AM firms recruit relatively few MBAs and normally want people with finance experience. appeared first on Mergers & Inquisitions. How Do You Apply for Pre-MBA Internships?

IT 59

IT Investment Banking Recruitment Finance 59

Razorpay

DECEMBER 15, 2024

A private banker is a financial professional who manages the investments and financial needs of high-net-worth individuals and organizations. Private bankers provide personalized financial services, such as asset management, estate planning, and tax advice.

Bank 52

Bank Banking IT Management 52

Peak Frameworks

OCTOBER 30, 2023

Asset Management and Private Banking While most of us are familiar with regular banking services, there's a high-end segment dedicated to the uber-rich and institutional investors. These services can range from simple wealth management advice to intricate financial planning and strategy.

Banking 52

Banking Bank Proprietary Trading Investment Banking 52

Mergers and Inquisitions

JANUARY 22, 2025

For example, in IB interviews, youll have to know about accounting, valuation/DCF analysis, merger models, and LBO models plus the usual fit/behavioral questions , your resume walkthrough , and a few recent deals. public markets roles ( hedge funds , asset management , etc.), Investment Banking: Which Ones Right for You?

Investment Banking 64

Investment Banking Equities Banking Bank 64

M&A Leadership Council

FEBRUARY 3, 2024

Paul Dzurovcik President and Chief Value Accelerator, M&A Engineers, LLC Paul Dzurovcik is the recently retired former head of Mergers, Acquisitions & Strategic Initiatives Delivery (Technology & Operations) for Bank of Montreal Financial Group (BMOFG).

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Bank Banking 52

The Deal

JUNE 21, 2023

Brookfield Infrastructure, a Hamilton, Bermuda-based asset management company, and Toronto-based investment firm Ontario Teachers’ did not disclose the terms of the transaction. Upon the closing, Compass founder and CEO Chris Crosby and the management team of the Dallas-based company will continue in their positions.

M&A 40

M&A Capital Asset Management Management 40

Mergers and Inquisitions

OCTOBER 11, 2023

Asset Management “Asset management” (AM) refers to what institutional investors, such as PE and life insurance firms, do after buying new properties. The real downside to AM roles is that the compensation tends to be lower; expect a 10 – 20% discount to compensation in acquisition roles.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

The Guardian: Mergers & Acquisitions

NOVEMBER 28, 2024

Firms reach preliminary agreement on financial terms of deal that values Renewi at 870p a share Business live – latest updates The asset manager Macquarie has launched a £700m offer to buy the waste management company Renewi in the latest takeover of a London-listed firm.

Management 65

Management Asset Management Shares Business 65

The TRADE

JANUARY 13, 2025

Clearwater Analytics is set to acquire Enfusion a software-as-a-service (SaaS) solutions provider for the hedge fund and investment management industry for $1.5 Sandeep Sahai The definitive merger agreement confirms that the purchase price will be delivered in an approximately equal mix of cash and stocks. billion.

Business 59

Business Mergers and Acquisitions Asset Management Investment Manager 59

The TRADE

DECEMBER 23, 2024

FIS acquires post-trade platform Torstone Technology Coming in at number 10 in our 2024 most read countdown was a major merger and acquisition scoop announced at the start of the year. The firm has also made waves through a number of other bolt-on acquisitions and landmark mandates.

M&A 52

M&A Trading Asset Management Mergers and Acquisitions 52

Mergers and Inquisitions

MARCH 5, 2025

Its more of an industry focus at the intersection of several other strategies , such as long/short equity , event-driven investing , and even merger arbitrage. You could come up with dozens of other potential trades if you also consider call and put options, biotech indices/ETFs, and merger arbitrage ideas. And What Do They Do?

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64