How2Exit

OCTOBER 30, 2023

rn Visit [link] rn _ rn About The Guest(s): Jeffery Oboy is the founder of Paratus Capital, a search fund focused on acquiring and operating small to medium-sized businesses. rn Summary: Jeffery Oboy, founder of Paratus Capital, shares his journey in the search fund space and discusses the type of business he is looking to acquire.

Business 130

Business Capital Acquisitions Shares 130

How2Exit

APRIL 10, 2023

Ron Concept 1: Raise Capital Intro Raising capital compliantly is an important part of any business transaction, whether it be real estate, business acquisition, or any other venture. To do this, they work with registered broker-dealers that are legally able to raise money on behalf of companies.

Capital 130

Capital Investors Investment Broker 130

The TRADE

JUNE 28, 2023

New York-based independent prime broker Clear Street is set to launch a new investment banking business named Strategic Advisory Services. The new business line will offer strategic advisory, transaction and creative capital solutions to emerging growth companies, subject to regulatory approvals.

Investment Banking 64

Investment Banking Broker Bank Banking 64

The TRADE

AUGUST 15, 2023

LCH – part of the post-trade division of London Stock Exchange Group – has announced that Goldman Sachs International and Goldman Sachs Bank Europe SE have gone live as clearing brokers at CDSClear at it continues to expand its network. “By The post Goldman Sachs goes live as clearing broker for LCH appeared first on The TRADE.

Broker 52

Broker Portfolio Capital Trading 52

Sun Acquisitions

JANUARY 8, 2024

This is where business brokers step into the spotlight, pivotal in facilitating successful deals by identifying synergies, negotiating terms, and ensuring a seamless transition for all parties involved. Navigating these intricacies requires expertise and a comprehensive approach, which is precisely where business brokers shine.

Mergers and Acquisitions 59

Mergers and Acquisitions Broker Mergers Business 59

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.

Broker 100

Broker Accountant Finance Finance 100

The TRADE

SEPTEMBER 13, 2024

StoneX has moved to increase its remit and geographical reach through the acquisition of fixed income broker Octo Finances SA. Fixed income broker Octo Finances is in Paris. It specialises in bond and convertible sales, debt capital markets and credit research. StoneX will acquire 100% of Octo Finances SA shares once complete.

Broker 52

Broker Finance Finance Debt Capital Markets 52

Sica Fletcher

JUNE 11, 2024

The following report contains our projections for Q3 2024 insurance broker valuation multiples. Insurance Broker Valuation Multiples: Q3 2024 Projections Using these numbers as a baseline, let’s examine the insurance industry more closely to identify influential factors behind its specific changes. Buyer perception has changed.

Broker 52

Broker Insurance Valuation S&P 52

The TRADE

JULY 12, 2023

LCH – part of the post-trade division of London Stock Exchange Group – has announced that Barclays and Barclays Ireland are now live as clearing brokers at CDSClear. LCH also announced that its 24-hour foreign exchange clearing service, ForexClear, cleared the first NDF trade for Axis Bank – where Societe Generale acted as clearing broker.

Broker 52

Broker Trading Risk Management Investment Banking 52

The TRADE

SEPTEMBER 29, 2023

Axis Capital Markets has appointed Lewis Jones in an institutional sales and trading role, The TRADE can reveal. According to an update on social media, Jones joins Axis Capital Markets from IBP Markets, where he served as an equity sales trader for nearly three years.

Capital Market 64

Capital Market Sale Capital Trading 64

IBG

JANUARY 9, 2023

Good News for M&A Brokers: Congress Passes a New Securities Registration Exemption for Merger and Acquisition Brokers. A new federal exemption that Congress passed during its December 2022 lame-duck session provided a welcome holiday surprise for M&A Brokers and other business sale professionals. Johnson , M&AMI.

Broker 52

Broker Mergers and Acquisitions M&A Securities 52

How2Exit

SEPTEMBER 25, 2023

He emphasizes the importance of thorough research and due diligence when buying a business and the benefits of working with a business broker. The episode delves into the trends and challenges shaping the M&A landscape, offering valuable insights for entrepreneurs, business owners, and brokers alike.

Business 244

Business M&A Mergers and Acquisitions Finance 244

The TRADE

DECEMBER 8, 2023

Following the height of Covid, we’ve had the memestock saga, the collapse of Archegos Capital and the war in Ukraine impacting the space in concurrent years as unprecedented events seem to have become the norm, driving market volatility in each of the post-pandemic years. These forces have rumbled markets and led to heightened volatility.

Broker 113

Broker Asset Management Trading Funds 113

The TRADE

JANUARY 23, 2024

Omar Darwish has joined fintech pioneer GTN as equity sales trader following a three-and-a-half-year stint at Arqaam Capital. Prior to his appointment as equity sales trader at Arqaam Capital in 2020, Darwish was director at Beltone Financial and before that worked as VP sales trader at Renaissance Capital.

Sale 105

Sale Equities Asset Management Capital 105

The TRADE

AUGUST 6, 2024

Saphyre’s technology manages the onboarding and maintenance of custody, broker trading, and buy-side accounts. Having Capital Group, a top five financial investment management firm, join this endeavor is incredibly exciting,” said Stephen Roche, president and co-founder at Saphyre.

Capital 59

Capital Investment Manager Asset Management Trading 59

Global Newswire by Notified: M&A

APRIL 17, 2024

Columbus, OH, April 17, 2024 (GLOBE NEWSWIRE) -- Steve Corle, Director of the Plains Region for the Tim Lamb Group, headquartered in Columbus, Ohio, the largest auto dealership sales and acquisitions firm in North America, has brokered the sale of Folsom Lake Chrysler Dodge Jeep Ram in Folsom, California.

Broker 59

Broker Sale Capital Acquisitions 59

How2Exit

APRIL 24, 2023

Through his experience, Eric has learned the mechanics of buying and selling businesses, especially in the venture capital space. Buying and selling businesses online can be a great way to increase capital and expand a business. ExitGuide.com provides a solution for the 90% of the market that is not going to go to a business broker.

M&A 130

M&A Business Broker Sale 130

The TRADE

NOVEMBER 25, 2024

The service also supports key regulatory initiatives including EMIR, CSDR and the Securities Financing Transactions Regulation (SFTR), with the aim to help promote transparency, market integrity and the competitiveness of European capital markets. “We

Finance 69

Finance Finance Securities Trading 69

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.

M&A 130

M&A Acquisitions Broker Mergers and Acquisitions 130

How2Exit

MARCH 3, 2024

Kevin is also the co-founder of Fruition Capital, a fund that aims to help entrepreneurs in the search and acquisition process by providing capital and resources. Additionally, Kevin discusses his role in Fruition Capital and how the fund aims to support entrepreneurs in raising capital for their deals.

Capital 130

Capital Business Acquisitions Funds 130

The TRADE

AUGUST 14, 2023

European agency broker and equities research specialist Redburn and US equity brokerage Atlantic Equities have completed the merger of their operations under Redburn’s parent company Rothschild & Co, initially announced on 26 April.

Broker 52

Broker Equities Mergers IPO 52

Sun Acquisitions

OCTOBER 4, 2024

Among the most critical factors to consider is the capital gains tax rate. An increase in capital gains taxes can directly and profoundly impact the valuation of M&A transactions. Understanding Capital Gains Taxes Capital gains taxes are levied on the profit realized from the sale of an asset held for more than one year.

Mergers and Acquisitions 59

Mergers and Acquisitions Capital Mergers Acquisitions 59

Global Newswire by Notified: M&A

JUNE 27, 2024

SAN DIEGO, June 27, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that the advisors of First Summit Capital Management have joined LPL Financial’s broker-dealer, RIA and custodial platforms, aligning with Momentum Wealth Partners , an existing firm supporting LPL-affiliated advisors.

Capital 45

Capital Management Advisory Broker 45

Sun Acquisitions

JANUARY 3, 2025

Financial Synergies: Mergers can optimize capital structure, improve credit ratings, and enhance access to financing, leading to lower borrowing costs and increased financial flexibility. Human Capital Synergies: Bringing together talented individuals from different companies can foster innovation, creativity, and knowledge sharing.

Mergers 59

Mergers Mergers and Acquisitions M&A Business 59

The TRADE

FEBRUARY 6, 2024

Order and execution management platform, Adroit Trading Technologies, has raised $15 million in its series A funding round led by specialised growth equity firm, Centana Growth Partners, with the capital set to be used to accelerate the business’ growth. It services the likes of Invesco.

Trading 59

Trading Capital Broker Portfolio Management 59

The TRADE

JUNE 5, 2024

The biggest roadblock when it comes to algo adoption is broker differentiation. For example, targeting percentage of market volume, a pretty straightforward and achievable strategy, doesn’t normally see much deviation per broker across the normal evaluation metrics. How is algo usage evolving?

Broker 106

Broker IT Trading Equities 106

OfficeHours

JUNE 6, 2023

Venture capital focuses on early-stage companies with high growth potential. VC investors provide capital to startups and small businesses in exchange for equity ownership. These investments are typically made in companies that are seeking capital to fund expansion, acquisitions, or other strategic initiatives.

Private Equity 147

Private Equity Equities Debt Investment 147

How2Exit

DECEMBER 18, 2023

rn Visit [link] rn _ rn About The Guest(s): Bakari Akil is the founder of Graves Hall Capital and an expert in mergers and acquisitions. Bakari did classes at top business schools and built a network of business brokers and investment bankers to source deals. I would reach out to business brokers, investment bankers.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

How2Exit

DECEMBER 11, 2023

rn Visit [link] rn _ rn About The Guest(s): rn Devin Craig is an acquisition entrepreneur and broker with Peterson Acquisitions. rn Summary: rn Devin Craig, an acquisition entrepreneur and broker with Peterson Acquisitions, shares his journey into the world of mergers and acquisitions.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

The TRADE

JULY 26, 2023

Emerging markets broker Arqaam Capital has launched a new proprietary trading infrastructure tool, ArqNET, aimed at enabling European institutional clients to trade faster in Middle East and North Africa (MENA) markets. Looking ahead, ArqNeT’s coverage is also set to be further expanded to other regions in the near future.

Proprietary Trading 52

Proprietary Trading Capital Trading Electronics 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.

Business 130

Business Broker Mergers and Acquisitions IT 130

The TRADE

AUGUST 24, 2023

The move to increase the number of broker dealer firms registering with FINRA comes as the commission aims to promote fair, orderly, and more efficient markets. Today [23 August], many broker-dealers conduct significant cross-exchange or off-exchange activity. to cover previously exempt proprietary trading firms.

Trading 98

Trading Proprietary Trading Broker Securities 98

Francine Way

JULY 7, 2017

Thus far in the last 10 blog posts, we have discussed what M&A is, its success metrics, types of acquirers and value creations, capital structure, debt, and equity. Profitability: What is the targeted return on invested capital (ROIC), return on assets (ROA), or return on equity (ROE) - along with the payback period.

M&A 130

M&A Acquisitions Consulting Capital 130

Global Newswire by Notified: M&A

SEPTEMBER 11, 2023

11, 2023 (GLOBE NEWSWIRE) -- via IBN -- The Graystone Company ( OTC: GYST ) is pleased to announce the successful completion of its acquisition of Direct Capital, a leading mortgage banker and broker, through a reverse merger transaction. PLANTATION, Fla.,

Mergers 40

Mergers Mergers and Acquisitions Capital Acquisitions 40

Benchmark International

JUNE 17, 2024

I wanted to personally thank you (Matthew Kekelis) and the entire Benchmark team for all of your assistance in brokering the sale of 3:13 Sales Group to Gladhaven Capital. I believe Gladhaven Capital will do just that. I highly recommend Benchmark International to anyone looking to sell their business.

Sale 45

Sale Capital Business Management 45

Sun Acquisitions

JUNE 5, 2024

As recommended by industry leaders and associations, paving companies must continue to stay informed and proactive in their strategic decisions to truly capitalize on the growing trend of eco-friendly paving.

M&A 52

M&A Capital Mergers and Acquisitions Acquisitions 52

The TRADE

JUNE 12, 2024

Several top Indian brokers already use Fidessa to trade or for connectivity outside of India. As a result, this latest development will support the continued growth of Indian capital markets. BSE was established in 1875 and serves as Asia’s oldest stock exchange, with more than 5,700 listings.

Equities 64

Equities Trading Broker Risk Management 64