The TRADE

JANUARY 14, 2025

Capital markets technology provider Trading Technologies (TT) has moved to enhance its institutional clients visibility and agility in the equities markets with the launch of a new broker ranking system. The post Trading Technologies launches new equities broker ranking system appeared first on The TRADE.

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Broker Trading Equities Capital Market 52

PE Hub

SEPTEMBER 13, 2023

Smith & Reid Insurance Brokers and O’Neil Insurance Brokers are both headquartered in Ottawa. The post Eurazeo-backed BMS picks up two Canadian insurance brokers appeared first on PE Hub.

Broker 99

Broker Insurance 99

JD Supra: Mergers

SEPTEMBER 21, 2023

Pan-European banks, including Mediobanca and Deutsche Bank, seek senior dealmaker bench strength through high profile acquisitions. By: White & Case LLP

Corporate Finance 155

Corporate Finance Broker Finance Finance 155

The TRADE

JANUARY 10, 2024

Data, price sharing and workflow solutions provider MDX Technology (MDXT) has launched a new customisable broker screen solution. The new broker screen builds on MDXT’s existing Connect platform, which offers tailored features that can help brokers better navigate competitive markets.

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Broker Investors Trading Shares 109

How2Exit

MARCH 11, 2023

Josh Ploch is a serial entrepreneur and business broker/advisor who has seen firsthand how advisors can help business owners. Josh has also seen the need for business brokers in helping business owners transition into a new business or out of their current one.

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Broker Business Mergers and Acquisitions IT 130

JD Supra: Mergers

JULY 5, 2023

The bane of every start-up company is the never-ending quest to raise capital for its operations. Newly (and not so new) formed companies seemingly would do anything to raise funds. Over the course of many decades, these entities and those who operate them have employed numerous individuals to find them money.

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Broker M&A Capital Funds 130

Global Newswire by Notified: M&A

OCTOBER 15, 2024

15, 2024 (GLOBE NEWSWIRE) -- Tim Wild, Director of the Midwest and Plains Region for the Tim Lamb Group, has brokered the acquisition of Marty Cancila Dodge Chrysler Jeep Ram in Florissant, Missouri to Clement Auto Group. Columbus, OH, Oct.

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Broker Sale Acquisitions 105

PE Hub

OCTOBER 10, 2023

David H Coons Insurance Brokers is a family-owned insurance brokerage located in Burlington, Ontario. The post Westland Insurance snaps up David H Coons Insurance Brokers appeared first on PE Hub.

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Insurance Broker 82

PE Hub

AUGUST 28, 2023

Based in Mexico City, Sekura is an insurance broker. The post Australis-backed Sekura acquires Mexican insurance broker SER appeared first on PE Hub.

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Broker Insurance 79

How2Exit

MARCH 15, 2023

He interviewed a few brokers and went with the one he thought was the best match. This pushed him to become a business broker himself, so he could treat clients better and build a better brokerage. Zoran is now a successful business broker and has been for over 18 years. With hard work and dedication, anything is possible.

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Broker Business Book-building IT 130

PE Hub

DECEMBER 20, 2023

The post Aon to acquire PE-backed insurance broker NFP appeared first on PE Hub. The sellers are Madison Dearborn Partners and HPS Investment Partners.

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Broker Insurance Investment 80

Global Banking & Finance

APRIL 1, 2024

2024 Spotlight: How To Review the Top Life Insurance Brokers in the UK for Your Financial Security Choosing the right life insurance broker is a pivotal decision in securing your financial future.

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Broker Insurance Securities Finance 81

CNBC: Investing

FEBRUARY 28, 2025

CNBC's Dominic Chu speaks with Steve Sosnick, chief strategist at Interactive Brokers, to learn how investors can weather uncertainty driven by tariff threats and other headwinds. Plus, he takes questions from Pro subscribers.

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Broker Investors 72

The TRADE

JUNE 12, 2024

Global electronic broker Interactive Brokers has added European stock options and European index futures and options through Cboe Europe Derivatives (CEDX). Interactive Brokers’ clients will have access to more than 300 stock options, through CEDX, based on European cominies from 14 countries and European equity index derivatives.

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Broker Trading Equities Stock 62

Cisco: M&A

APRIL 15, 2024

The ability to generate NetFlow from devices that do not natively produce it along with significant storage efficiency and improved workflows make for a significant update to CTB. Cisco Telemetry… Read more on Cisco Blogs

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Broker IT Securities 98

CNBC: Investing

FEBRUARY 11, 2025

UBS analyst Chris Kuntarich pointed to Compass' recently closed acquisition as a major catalyst for the stock.

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Broker Stock Acquisitions 115

The TRADE

JUNE 20, 2024

Over half (54%) of buy-side respondents say that getting proper coverage from their brokers is one of their biggest pain points in their daily equity trading workflow, a new report from Coalition Greenwich has found. A quarter said they prefer a one-touch/hybrid coverage model, while 26% said it depends on the broker.

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Broker Trading Equities Electronics 76

H. Friedman Search

NOVEMBER 2, 2023

Background Check & Broker Check: What Do They Say About You? Yes, the traditional ones in public finance are your broker check, but even a broker check does not get everything right. Social Media Is A Form Of A Background Check Now It’s more than just the basic broker check. Let’s delve into this deeper.

Recruitment 233

Recruitment Broker Media Finance 233

JD Supra: Mergers

SEPTEMBER 26, 2024

Trade and investment between the Middle East and Asia-Pacific (APAC) regions is booming, underpinned by restored bilateral relations between Saudi Arabia and Iran—brokered by China—and renewed economic growth potential. Meanwhile, the West’s separation from Russia has arguably pushed Eastern regions to become more cooperative.

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M&A Broker Economics Trading 182

JD Supra: Mergers

AUGUST 30, 2023

In this edition of Fintech Flash, we discuss important things you should know about the change of control requirements when acquiring a fintech company with state lender, loan broker, debt collector, or money transmitter licenses. By: Goodwin

Debt 167

Debt Broker 167

CNBC: Investing

DECEMBER 27, 2023

Market volume may be dormant this time of the year, but some retail traders snapped up some stocks and options in recent days.

Broker 110

Broker Stock Retail Trading 110

How2Exit

MARCH 17, 2023

11 Things You and I Can Learn About Business and Exit Events From Our Interview With Nate Lind - Successful Serial Entrepreneur and Broker. Nate then went on to meet the founders of Website Closers, and was able to use his influence to become a business broker. Nate Lind is a prime example of how to monetize your influence.

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Broker Business Sale IT 130

JD Supra: Mergers

JUNE 21, 2024

broker non-votes and abstentions) tipped the balance. Earlier this week, I noted that the stockholders of Fidelity Financial Inc. failed to approve a proposal to convert the corporation from a Delaware to a Nevada corporation. The vote was hardly decisive because more stockholders voted for the move than against it. By: Allen Matkins

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Corporation Broker IT 161

JD Supra: Mergers

JUNE 4, 2024

919 (“Bill 919”), will address a gap in the regulation of franchise sales – namely, a lack of transparency regarding the role and background of independent franchisee recruiters, often known as “franchise brokers.” A bill passed by the California Senate on May 22, 2024, Senate Bill No.

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Sale Recruitment Broker 167

The New York Times: Banking

MARCH 13, 2024

Big-name investors such as Reid Hoffman and Michael Moritz are pulling back, creating room for a new generation of tech power brokers.

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Capital Broker Investors Mergers and Acquisitions 139

CNBC: Investing

NOVEMBER 12, 2024

Investors may be paid a little more interest for buying brokered CDs with call provisions, but the high-yield bonanza may be coming to an end soon.

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Broker Investors 129

CNBC: Investing

SEPTEMBER 14, 2023

The broker, part of the Rothschild group, upgraded both Carnival and Norwegian Cruise Line to buy, citing strong industry demand.

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Broker 130

CNBC: Investing

OCTOBER 15, 2024

Kalshi and Interactive Brokers are building out markets for the U.S. presidential race with three weeks to go before election day.

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Broker Investment 119

CNBC: Investing

SEPTEMBER 19, 2023

Get to know brokered CDs, which can give investors another bite at higher yields.

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Broker Investors 123

How2Exit

APRIL 24, 2023

A small-town broker or attorney can be a valuable resource to help you navigate the complexities of the process. Concept 8: Brokers and ExitGuide.com Collaborate The collaboration between brokers and ExitGuide.com is an important one. The collaboration between brokers and ExitGuide.com is beneficial to both parties.

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M&A Business Broker Sale 130

Bronte Capital

NOVEMBER 12, 2022

A long time ago I wrote a blog post about rehypothecation with brokers. In some sense crypto provides fast-track learning as to why we have banking and broker regulation in the first place. The US had huge problems with broker-dealers in the 1930s. It is - unsurprisingly - relevant again.

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Broker Finance Finance Accountant 100

How2Exit

MAY 16, 2023

It is important to understand that brokers may not always be the best option, as many businesses listed by brokers never sell. Concept 6: Avoid Broker Bidding Wars When it comes to buying or selling a business, it is important to be aware of the potential pitfalls of broker bidding wars.

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M&A Acquisitions Broker Mergers and Acquisitions 130

The TRADE

MARCH 5, 2024

The European equities market saw the total amount of equity commissions earned by brokers on trades fall by 14% in 2023, to $2.21 billion as investors’ commissions flowed to fewer brokers. The continued transition of trading volumes to electronic execution seems to be accelerating the concentration trend,” said Coalition Greenwich.

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Broker IT Electronics Trading 119

JD Supra: Mergers

JULY 27, 2023

Specifically, we described ways in which sellers can find potential buyers and work with advisors and brokers to evaluate the best fit. In our last installment, we discussed some of the initial steps involved in the process of selling a dental practice, including preparing your practice for sale and finding a potential suitor.

Negotiation 130

Negotiation Broker Sale 130

JD Supra: Mergers

OCTOBER 17, 2023

We'll cover: - The rollercoaster of RWI pricing - The RWI claims spike and its implications - Insurance due diligence and the rising importance of deal models - How an insurance due diligence mistake can significantly impact EBITDA - The growing number of different ways brokers get compensated and what you should be asking your.

Private Equity 128

Private Equity M&A Equities Insurance 128

The TRADE

NOVEMBER 21, 2024

Banks and broker/dealers have long struggled with the complexity and scale of structured product quotations, which span multiple markets and various quoting modes,” stated Konstantin Romanov, global head of principal trading products, Broadridge Trading and Connectivity Solutions.

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Broker Trading Banking Bank 52

How2Exit

MARCH 19, 2023

Carrick went to work for a Wall Street brokerage firm and managed money for clients as a stock broker. This is why it is important to work with a broker or financial advisor who can help you understand the true value of your business and set realistic expectations. This is because of the relative valuations of other asset classes.

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Business Broker Mergers and Acquisitions IT 130