The TRADE

OCTOBER 18, 2024

After a few turbulent years stemming from market volatility, rising interest rates, geopolitical turmoil, inflation, soaring energy prices, client performance, fee pressures, a mini banking crisis, looming regulation, constant tweaking of risk models, rising client complexities and the notorious Archegos saga… well, things are looking up.

Funds 69

Funds Broker Bank Banking 69

Mergers and Inquisitions

MARCH 8, 2023

But a few related areas, such as commodity desks at banks, commodity trading advisors (CTAs), and physical commodity trading shops could put up a good fight for that “most cyclical” title. Commodity trading desks within sales & trading at the large banks.

Funds 119

Funds Finance Finance Trading 119

How2Exit

MAY 2, 2023

When interest rates increase, banks are less likely to provide financing as the debt servicing ratio becomes more difficult to meet. This will help to build trust between the buyer and the employees, and to ensure that the transition is successful. This will help to build trust between the employees and the new owner.

Sale 130

Sale Business Book-building IT 130

How2Exit

SEPTEMBER 4, 2023

Richard also discusses the role of brokers and the importance of maintaining a good relationship with sellers throughout the buying process. rn Validate everything the broker and seller tell you; it's up to you to diligence it. rn Maintain a good relationship with sellers and use brokers as a resource.

Business 130

Business Mergers and Acquisitions Education Broker 130

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

The TRADE

OCTOBER 9, 2024

She began her career with a two-year stint as a principal dealer at Bank of Ireland Global Markets. The changing stance of the US Federal Reserve when it comes to interest rates and the looming election, paired with the Bank of Japan’s decision to raise rates, is just one topic that has kept traders busy as of late.

Trading 59

Trading Bulge Bracket Asset Management Bank 59

The TRADE

OCTOBER 26, 2023

It’s not building up over weeks and weeks. Also falling under the team’s developed markets umbrella is the convertible bonds book of business. In an environment where bank cost of funding is increasing with rising rates they are more selective in terms of how the balance sheet is deployed. We have to act quickly on them.

Trading 98

Trading Asset Management Management Electronics 98

The TRADE

AUGUST 1, 2023

The relationship between banks and their clients has shifted in recent years as the advancement of technology has encouraged a broader range of firms to become more autonomous with how they execute smaller trades and less risk averse with larger ones. Goldman Sachs’ equities revenues globally had fallen from $3.24

Equities 52

Equities Trading Electronics Sale 52

GillAgency

FEBRUARY 10, 2022

It is written in a way that will help you, in case you decide to go about the process without a business broker. You are always welcome to call us or talk to any business broker about the state of the business world. Build a winning team It is a common practice for business owners to keep the sale process hushed and try to do it alone.

Business 52

Business Sale Broker IT 52

How2Exit

AUGUST 28, 2023

He has a background in finance and investment banking and started his own business before launching DueDilio. The podcast mentions that clients can come to the service provider before even signing a Letter of Intent (LOI) and ask for guidance on building their deal team and budgeting for due diligence.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

The TRADE

JULY 24, 2023

Werner Eppacher has spent the entirety of his two-decade financial career with German asset manager DWS Group, catching his first glimpse of a trading floor as an intern for Deutsche Bank in 2003. “A It [DWS Group’s asset class split] depends on the market environment,” he says. You had the gilt crisis. Finding traders is the easier part.

Trading 52

Trading Portfolio Management Asset Management Management 52

Growth Business

AUGUST 22, 2023

The female-founded unicorns on this list include Catherin Vines of Zepz, Anne Boden of Starling Bank, Marcia Kilgore of Beauty Pie, and Victoria van Lennep of Lendable. The group comprises of brokering firm Howden, underwriting agency DUAL, MGA and its data and analytics arm HX. It also works as a conventional bank.

Insurance 52

Insurance Bank Banking Funds 52

Focus Investment Banking

MAY 23, 2024

Hiring experienced brokers or investment bankers who know your industry and attorneys who specialize in transactions can help. To familiarize yourself on the process, I encourage you to read my book “Buy, Build, Fix, Sell.” So instead, build rapport with your buyer by being honest and transparent.

Business 52

Business Book-building Sale Profitability 52

Focus Investment Banking

JANUARY 27, 2025

He’s, in my opinion, one of the best operators in the industry, and today he will share insights into scaling a business, building a winning culture, and navigating the sale of a rapidly growing MSO. And then I think just building, again, the stores were phenomenal, but building a corporate probably before I need it.

M&A 52

M&A IT Book-building Business 52

The TRADE

DECEMBER 24, 2024

Amid these changes, banks need to adapt so they can meet their clients wherever they are and deliver on best execution requirements. To get ahead of the competition, banks need to upgrade their technology to enable faster price discovery, bespoke price creation and improved risk management.

Trading 85

Trading Electronics Bank Banking 85

How2Exit

MARCH 17, 2025

His latest project is his book Paycheck to Freedom , co-authored with Tom Wheelwright, aimed at guiding people from employment to business ownership. His journey from struggling student to real estate investor, then into SBA lending and franchise brokering, highlights the resilience and adaptability needed for success in business.

Business 130

Business Finance Finance Private Equity 130

The TRADE

DECEMBER 12, 2024

According BMLL Technologies data, bilateral trading accounted for 35% of overall notional traded as of November 2024, including request for quote (RFQ), off-book on-exchange, over the counter (OTC) and SI volumes both above and below the large in scale (LiS) threshold. This marks a 12% increase since January 2021.

Book-building 52

Book-building Trading Electronics IT 52

The TRADE

DECEMBER 19, 2024

Hayley McDowell, EU equity electronic sales trader and market structure consultant, RBC In 2025, we will see momentum in European dark trading continue to build. Euronext introduced their dark book in Q2 2024, enabling clients to trade at mid-point in the dark. Watch this space!

Trading 59

Trading Retail Investment Education 59

Focus Investment Banking

FEBRUARY 13, 2025

Greg Peeters: It’s a variety call for sure, but, but I’d say our primary customer, right, our, our, our number one client is, is typically a small MSO, a regional MSO, but they have this book of business. And then we have, you know, our own real estate commercial broker. What are those conditions?

IT 52

IT M&A Book-building Education 52