Global Newswire by Notified: M&A

MARCH 5, 2024

The acquisition extends Cycode’s portfolio in Application Security Testing (AST) as it surpasses 350% in revenue growth with the biggest bookings quarter in the company’s history The acquisition extends Cycode’s portfolio in Application Security Testing (AST) as it surpasses 350% in revenue growth with the biggest bookings quarter in the company’s (..)

Acquisitions 52

Acquisitions Portfolio IT Securities 52

TechCrunch: M&A

JUNE 26, 2023

“We are so excited to be joining IBM and combining our industry leading offerings with IBM’s global presence and strong portfolio across AIOps, automation and hybrid cloud offerings.”

Management 50

Management Business Acquisitions IT 50

Francine Way

JULY 18, 2017

For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. Market Price as multiple of Book Value of Equity at year-end = Market Price at year-end / Book Value of Equity.

Valuation 130

Valuation M&A DCF Shares 130

The TRADE

MAY 31, 2024

What are the key factors contributing to the rise of credit portfolio trading? Portfolio trading has seen a dramatic rise these past few years. However, in this scenario, traders don’t have the option of choosing the bonds included in a portfolio. Despite this, portfolio trading has become increasingly attractive.

Portfolio 64

Portfolio Trading Risk Management Risk Assessment 64

The TRADE

SEPTEMBER 9, 2024

“We look forward to bringing the latest of our automation protocols, Adaptive Auto-X, as well as our market leading RFQ solutions, Open Trading, and Live Markets central limit order book directly to Aladdin clients through this partnership.”

Trading 69

Trading Portfolio Management Portfolio Accountant 69

The TRADE

JULY 6, 2023

Despite retail flows not necessarily adding much in terms of available liquidity, Liquidnet noted that book depth, lower correlations and reduced volatility had improved for traders and portfolio managers. And this has subsequently seen volumes move off-exchange. billion of single stocks, including ETFs, with a total of $4.4

Retail 64

Retail Portfolio Management Equities Broker 64

How2Exit

OCTOBER 9, 2023

rn Visit [link] rn _ rn About the Host: Alex Hormozi is not only a business leader he has penned several insightful books in the business domain. His book "Gym Launch Secrets" serves as a guide for aspiring gym owners. His books continue to guide and inspire many in the business realm.

Business 130

Business Sale IT Education 130

How2Exit

FEBRUARY 26, 2023

It can provide a great opportunity to diversify one’s portfolio, as well as generate a steady stream of income. Lana also co-authored a book about investing in real businesses. By following the steps outlined in the book, it is possible to maximize the value of a business when exiting.

Book-building 130

Book-building M&A Business Sale 130

The TRADE

OCTOBER 8, 2024

The new listings round out the range of options contracts available across Euronext markets to give investors increased access to key assets in Europe through Euronext’s single order book. Clearing will take place through Euronext Clearing, offering risk management and portfolio-wide margin efficiencies.

Stock 69

Stock Trading Risk Management Investors 69

The TRADE

OCTOBER 5, 2023

Among the various protocols that exist within fixed income – including request for quote (RFQ), request for streams, central limit order books, portfolio trading, periodic auctions, request for market (RFM) and voice – panellists discussed the optimal mix of protocol innovations to achieve best execution.

Trading 69

Trading Portfolio Electronics Funds 69

The TRADE

MAY 28, 2024

Are central limit order books still fit for purpose? Central limit order books (CLOBs) across primary exchanges remain a significant part of the trading ecosystem for European equities. The evolution towards agility and flexibility has clearly been supported by the new generation of order and execution management systems (OEMS).

Equities 59

Equities Trading Portfolio Management Investors 59

Midaxo

APRIL 17, 2023

Here’s what ChatGPT produced when asked such a question for Patagonia: One can continue the ‘conversation’ with questions like: “What are some potential companies or sub-sectors within the outdoor industry that Patagonia could consider acquiring to diversity its product portfolio?” See the following response.

M&A 130

M&A Mergers and Acquisitions Consulting Book-building 130

Peak Frameworks

AUGUST 15, 2023

For instance, let's imagine a consumer with a limited income who can purchase either books or movies. The consumer's budget line represents all possible combinations of books and movies they can afford. For example, if the price of books increases, it affects the consumer's optimal choice.

Utilities 52

Utilities Portfolio Trading Investors 52

The TRADE

OCTOBER 4, 2023

As part of the acquisition, Bryan Messer has been appointed general manager of Asia Pacific, managing director of portfolio management solutions and artificial intelligence at LiquidityBook, with his staff also joining. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.

Portfolio Management 59

Portfolio Management Architecture Portfolio Accountant 59

The TRADE

AUGUST 29, 2024

Buy-side book-building platform Appital has moved to expand its pre-trade price discovery capabilities to allow for greater natural liquidity amongst its buy-side clients. Traders and portfolio managers can also access exposure to liquidity events in relevant equities meeting their minimum ADC or pricing thresholds.

Trading 52

Trading Portfolio Management Book-building Portfolio 52

The TRADE

JUNE 4, 2024

Elsewhere, it was noted that some risk managers still rely on multiple, disparate systems to view risk across all their books, with some instances where they can’t establish a single view of enterprise risk especially for more nuanced asset class exposures.

Risk Management 80

Risk Management Book-building Management Financial Services 80

How2Exit

MAY 22, 2023

He believes that investors should have an understanding of the different types of investments available and how they can be used to diversify their portfolio. In 2018, Walker released his book “By Then Build” which was inspired by this idea. He found a book printing company that was doing eight million in revenue.

Business 130

Business Book-building Acquisitions Investment 130

The TRADE

OCTOBER 31, 2024

Raymond joined LGIM as its head of credit trading in 2019 when the asset manager was undergoing the process of splitting up its portfolio management and trading capabilities. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.

Portfolio 52

Portfolio Trading Management Asset Management 52

The TRADE

OCTOBER 10, 2023

Cürex, a New York City‐based foreign exchange execution services and data analytics business, has a portfolio which includes: a firm pricing spot FX central limit order book supporting bank algo platforms; a pre-trade and post‐trade analytics platform which real‐time data analysis; and a peer-to-peer matching pool.

Business 69

Business Book-building Trading Asset Management 69

Mergers and Inquisitions

FEBRUARY 19, 2025

The main differences are: Less involvement in portfolio company review, fundraising, and deal execution. What do you think about our portfolio companies? It wont quite match a summer camp, but it will still be more fun than an internship spent burning the midnight oil on pitch books. Can you explain it?

Capital 59

Capital Banking Bank Recruitment 59

The TRADE

APRIL 26, 2024

Simon Barriball, Virtu Financial Simon Barriball, ETF and portfolio trading, EMEA, at Virtu Financial emphasised the detrimental impact the fragmented venue landscape was having on the assets – highlighting the sheer number of listing venues that Europe has for each ETF, as well as multiple sets of currencies and settlement depots.

Trading 78

Trading Retail Sale Capital Market 78

The TRADE

AUGUST 1, 2024

The exchange has extended its cloud-based services to offer a full tick feed, offering full depth-of-book data. “We We are also expanding the reach of our low-latency feeds portfolio, built on the MayStreet acquisition, adding over 70 feeds during the first half,” said the exchange in its update.

Capital Market 59

Capital Market Capital Trading Stock 59

The TRADE

SEPTEMBER 15, 2023

I see the current credit trading environment split into three main protocols: electronic trades, voice trades and portfolio trades. However, increases in efficiencies have meant smaller trades (up to $2-3 million in EM) are moving to electronic platforms and the bigger flows are being packaged into portfolio trades.

Trading 59

Trading Electronics Portfolio Bank 59

The TRADE

DECEMBER 27, 2023

Raquel Alves, global head of buy-side OMS, Bloomberg Buy-side firms are seeking partners that can support their entire investment book and in 2024 we expect they will increase efforts to consolidate vendors and prioritise providers that can offer a comprehensive front-to-back operating model.

Trading 69

Trading Investment Banking Electronics Investment 69

Razorpay

MARCH 11, 2024

Flights and hotels are easy to book, popular destinations are suggested on the web, and so is access to currency conversions. LRS enables diversification of investment portfolios by allowing individuals to invest in foreign assets such as stocks, bonds, and real estate. Travel -related expenses, including tickets and hotel bookings.

Accountant 52

Accountant Medical Education Investment 52

Software Equity Group

OCTOBER 10, 2023

Contracted (or committed) annual recurring revenue (CARR): This metric provides another view of recurring revenue that also includes bookings (new customers that have yet to start paying). Bookings: A customer is considered booked when they sign a contract, even if their go-live date has yet to occur.

IT 52

IT Private Equity Mergers and Acquisitions Valuation 52

How2Exit

OCTOBER 2, 2023

With a background in finance and private equity, Codie has closed hundreds of deals and built a portfolio of 26 businesses. rn "The exact opposite of all the books we were read early on is that the richest guys in the world tell us you must focus on one thing." rn rn Quotes: rn rn "Easier to buy profits than it is to build them."

Book-building 130

Book-building Profitability Acquisitions Business 130

How2Exit

DECEMBER 11, 2023

Peterson Acquisitions provides comprehensive education and resources for both buyers and sellers, including tools, books, and a unique methodology called QSI (Quality, Scalability, and Investability). The company offers buy-side advisory services, helping buyers find off-market deals and guiding them through the entire acquisition process.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

Tyton Partners

MARCH 28, 2024

For example, Cengage had a competitive high school product portfolio and a market-leading database business in Gale, while Scholastic was a leading literacy player across institutional and consumer channels with its own K-5 basal ELA program. A handful of players tried to break in. However, these efforts won’t be sufficient to win the race.

Sale 59

Sale Education Book-building Portfolio 59

FineMark

JANUARY 20, 2023

These periods are now known as “Minsky Moments.” 2022: One for the Record Books These days, words such as “unprecedented” or “extraordinary” seem overused in our daily vernacular, however, they do feel appropriate when describing 2022. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

Economics 52

Economics Portfolio Equities Investors 52

The TRADE

OCTOBER 9, 2023

Beginning her career on the buy-side at boutique asset manager Credit Suisse First Boston as an investment portfolio analyst in London in 1986, Ruffles has seen the markets through several highs and lows. In Europe, for our style of business we don’t use portfolio trading that much.

Trading 64

Trading Electronics Portfolio IT 64

How2Exit

OCTOBER 15, 2023

This mentorship was instrumental in David's ability to close deals and build his own portfolio of businesses. Aaron provided guidance and support, teaching David the ins and outs of acquisitions. With the right strategies and support, buyers can uncover off-market deals and achieve their acquisition goals.

Business 130

Business Mergers and Acquisitions Media Book-building 130

Mergers and Inquisitions

OCTOBER 4, 2023

We never understand why these billionaires cared about GameStop or Redditors so much, given everything else in their lives and portfolios. Their scenes reminded me of fantasy novels where the evil wizards sit around discussing their schemes in the prologue… but then never enter the story directly.

Finance 105

Finance Finance Retail Entertainment 105

Mergers and Inquisitions

SEPTEMBER 13, 2023

However, various books and textbooks have defined “distressed” as follows: Debt Discounts – If Secured Debt is trading in the low 90% range or below, or Unsecured Debt is trading in the 60-70% range or less, it’s typically distressed. A sharply declining stock price does not necessarily mean a company is “distressed.”

Debt 103

Debt Funds Investment Equities 103

The TRADE

DECEMBER 8, 2023

This has forced prime brokers to focus more on risk management and diversification of their client portfolios with increased regulatory pressures.” The market volatility has certainly been a defining feature of the year, for both clients and providers, and gave rise to opportunities for certain strategies, while costing others dearly.

Broker 113

Broker Asset Management Trading Funds 113

The TRADE

AUGUST 15, 2023

Trading, portfolio and risk management solutions provider TS Imagine has added CLSA’s AI-powered European algo suite to its list of certified brokers. The algo suite uses neural networks and dynamic execution planning, including prediction, detection and stock clustering of order book behaviour.

Broker 40

Broker Trading Risk Management Investment Manager 40

The TRADE

DECEMBER 5, 2024

Khokhar continues to highlight that margin and portfolio funding impact should be another key focus for institutions as they adapt to these rules. We need to assess the impact to operations, risk, and other business units as well as our external providers for sourcing portfolio liquidity,” argues Khokhar.

Trading 59

Trading Risk Management Portfolio Broker 59