The TRADE

DECEMBER 22, 2023

Lastly, as active management becomes more relevant again, so too the impact a buy-side trader can have on the investment process; gone are the days of execution only dealers.  In Q3-Q4 of 2023, there was an emphasis on the cost of collateral and the strategies firms use to efficiently utilise their asset portfolios for collateral purposes.

Trading 64

Trading Asset Management Management Bank 64

The Deal

JUNE 22, 2023

Macquarie Asset Management has agreed to acquire waste services provider Coastal Waste & Recycling Inc. That valuation is not far off, though might be viewed as slightly high depending on the metrics used, one of sources familiar with the matter told The Deal. Houlihan Lokey Inc. was co-adviser.

Asset Management 52

Asset Management Capital Equities Management 52

OfficeHours

MAY 24, 2023

Building a Strong Understanding of Financial Concepts In order to pass the interview process, it is important to develop a solid understanding of financial concepts, including financial analysis, valuation techniques, financial modeling, and corporate finance.

Investment 147

Investment Investment Banking Finance Finance 147

Accenture Capital Markets

SEPTEMBER 5, 2023

And only a handful of processes such as reconciliations, valuation, portfolio company information gathering and financial reporting typically account for most of the RPA opportunity. However, institutional investors typically have departments which are smaller—and therefore inter-departmental collaboration is key. Effective process selection.

Investors 88

Investors Financial Services Insurance Investment 88

Mergers and Inquisitions

MARCH 8, 2023

The Skills Required for Commodity Trading You do not use traditional financial statement analysis or valuation in commodity trading because the underlying asset is a futures contract , not a stock. at a hedge fund , prop trading firm , or asset management firm and then move into a commodity role once you prove yourself.

Funds 119

Funds Finance Finance Trading 119

Mergers and Inquisitions

MAY 24, 2023

They have their investment thesis and valuation, and the earnings announcement is the event that unlocks value… …but this is not what “event-driven” means in most cases. But if we’re wrong, and the spin-off doesn’t happen or gets done at a lower valuation, the parent company’s share price would fall by only 10%.”

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

JANUARY 31, 2024

In-depth analysis that might take days or weeks, such as a financial model with 1,000 rows in Excel to assess a biopharma company’s valuation. You still pay attention to catalysts and investor sentiment, but the job is more about forming a long-term view of asset prices – not predicting what will happen on the earnings call next week.

Funds 59

Funds Management S&P Recruitment 59

Peak Frameworks

SEPTEMBER 19, 2023

Deep Expertise in Financial Modeling, Analysis, and Valuation: At its core, finance revolves around understanding numbers. Its valuation can't be understood without considering the global push towards electric vehicles, the company's advances in battery technology, and the charisma of its CEO, Elon Musk. Take the growth of Tesla.

Finance 52

Finance Finance IT Financial Models 52

Peak Frameworks

MAY 8, 2024

Risk Management Asset Valuation: Proper estimation of salvage value is crucial in ensuring accurate asset valuation, which is fundamental in risk assessment and management. and Europe, require accurate reporting of salvage values for depreciation and asset valuation.

Finance 52

Finance Finance Book-building Accountant 52

The TRADE

OCTOBER 25, 2023

BMLL Technologies BMLL provides its clients – banks, brokers, asset managers, hedge funds, global exchange groups, academic institutions and regulators immediate and flexible access to Level 3, harmonised, T+1 historical order book data and advanced pre- and post-trade analytics at scale.

Trading 59

Trading Investment Business Valuation 59

Razorpay

SEPTEMBER 16, 2024

Fair Valuation Practices Accurately calculating the Net Asset Value (NAV) of mutual fund schemes is crucial in preventing fraud related to the misrepresentation of fund performance. Asset Management Companies (AMCs) must ensure timely and precise NAV computations to maintain investor trust and regulatory compliance.

Investment 52

Investment Funds Accountant Investors 52

Intrepid Banker Insights

NOVEMBER 2, 2022

I had forgotten about the magic that happens at these events, like the random breakfast table conversation that turns into a business opportunity or the chance meeting with someone you would never seek out in your daily life who ends up putting an inspiring idea into your head.

Business 52

Business Asset Management IT Valuation 52

Growth Business

JUNE 2, 2023

We’re more careful about valuations, we’re looking for opportunities. If interest rate hikes stop some point soon, and we return to a bit more of a healthier market, and, at the same time, see a departure of asset managers who are not professional venture investors, in general we’ll be in better shape than we were a year or two ago.”

Funds 59

Funds Investment Capital Engineering 59

Software Equity Group

SEPTEMBER 19, 2023

For example, some time after their acquisition by Thoma Bravo, iOFFICE (a former SEG client) and SpaceIQ were separate companies offering similar solutions in workplace experience and asset management software. At SEG, we advise divested businesses to help them achieve maximum valuation in the open market.

Mergers and Acquisitions 52

Mergers and Acquisitions Mergers Acquisitions M&A 52

Solganick & Co.

SEPTEMBER 2, 2024

TPG, a leading global alternative asset management firm, will invest in Aareon with CDPQ, a global investment group, who will co-invest alongside TPG for a minority interest in Aareon. per share in cash in a transaction that values the Company at approximately $1.25 billion.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers M&A 52

Software Equity Group

APRIL 24, 2024

A few examples include: In 2022, Siemens acquired Brightly Software (formerly Dude Solutions), which provides enterprise asset management and facility operations management SaaS. Our expert advisors can help your company understand its potential valuation and recommend steps to achieve an optimal M&A outcome.

Manufacturing 52

Manufacturing M&A Business Management 52

Mergers and Inquisitions

AUGUST 23, 2023

If it’s the latter, read our guides to equity research recruiting , asset management internships , corporate banking , or product management (for example). So, consider related roles such as corporate banking, Big 4 firms , business valuation firms , corporate finance at normal companies, etc.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Software Equity Group

AUGUST 20, 2024

Notable transactions include the January 2024 acquisition of $54 million EV Damstra Technology, a provider of integrated workplace management software and related mobile applications for businesses worldwide. The software provides features for access control, asset management, eLearning, and predictive analysis.

Investment 52

Investment Management Acquisitions Business 52

Software Equity Group

MARCH 7, 2024

“Under her leadership, Bravo has introduced the industry’s first AI predictive pricing tool for secondhand retailers, enabling accurate and optimized pricing for merchandise, including future valuation of inventory.

Management 52

Management Collaboration IT Business 52

Software Equity Group

MARCH 7, 2024

“Under her leadership, Bravo has introduced the industry’s first AI predictive pricing tool for secondhand retailers, enabling accurate and optimized pricing for merchandise, including future valuation of inventory.

Management 52

Management Collaboration IT Business 52

Software Equity Group

MARCH 7, 2024

“Under her leadership, Bravo has introduced the industry’s first AI predictive pricing tool for secondhand retailers, enabling accurate and optimized pricing for merchandise, including future valuation of inventory.

Management 52

Management Collaboration IT Business 52

The TRADE

APRIL 30, 2024

New rules have impacted almost every financial firm, ranging from banks to asset managers. The regulation also led to changes in risk management practices and valuation methodologies for financial institutions. The years following 2008’s GFC experienced continued financial regulatory reform.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

JD Supra: Mergers

MARCH 7, 2025

The UKs Financial Conduct Authority ("FCA") has published findings from its multi-firm review of valuation processes for private market assets.

Valuation 165

Valuation Portfolio Management Private Equity Asset Management 165

Mergers and Inquisitions

OCTOBER 11, 2023

If you want to go this route, find a management firm that works with commercial properties (or multifamily properties with 200+ units) owned by institutional investors. Appraisal / Valuation Real estate appraisal is the process of valuing a property, which is essential when it is being sold.

Private Equity 101

Private Equity Investment Banking Debt Funds 101

Mergers and Inquisitions

MARCH 5, 2025

In technology, as a startup keeps raising capital, it normally does so at gradually higher valuations as its customers, users, and revenue grow. But in biotech, companies valuations often remain close to their total capital raised until much later in the process (i.e., Other large funds include Perceptive Advisors, RA Capital, and RTW.

Funds 64

Funds Healthcare Mergers and Acquisitions Valuation 64

Software Equity Group

OCTOBER 29, 2024

Trimble’s Acquisition of AgileAssets (2021): Trimble enhanced its infrastructure management offerings, particularly for public sector clients, by acquiring AgileAssets, which brought GIS and asset management capabilities.

M&A 52

M&A Management Manufacturing Utilities 52