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

The TRADE

NOVEMBER 28, 2024

This is, and will likely continue to be, a people business, requiring strong interpersonal skills to manage relationships and collaborate effectively. This evolution will streamline trading operations, creating more efficient and dynamic trading desks powered by human-AI collaboration.

Trading 98

Trading Engineering Management Collaboration 98

Sun Acquisitions

DECEMBER 16, 2024

This strategic collaboration isn’t just about acquiring assets; it’s about supercharging sustainable solutions and accelerating progress. Cross-industry Collaboration: M&A deals will not be limited to companies within the clean energy and sustainability sectors.

M&A 59

M&A Mergers and Acquisitions Collaboration Private Equity 59

The TRADE

SEPTEMBER 19, 2023

The news follows JSCC’s plan to replace their existing process between clearing houses and brokers respectively following execution of clients’ Yen swap transactions, in favour of supporting MTF and SEF trading. The post Tradeweb and Japan Securities Clearing Corporation collaborate on Yen swaps appeared first on The TRADE.

Collaboration 59

Collaboration Corporation Securities Trading 59

Sun Acquisitions

NOVEMBER 26, 2024

Communication & Collaboration: Seamless and Secure Gone are the days of endless email chains and scattered documents. Cloud-based collaboration platforms have emerged as a game-changer, enabling seamless communication and information sharing between internal and external stakeholders, regardless of location.

M&A 59

M&A Mergers and Acquisitions Collaboration Valuation 59

Sun Acquisitions

NOVEMBER 18, 2024

Communication Silos: Different communication styles can create misunderstandings and hinder collaboration. Retention of Top Talent: The merged company can attract and retain top talent by fostering a culture of inclusion and collaboration. This can lead to a decline in morale, productivity, and innovation.

M&A 59

M&A Mergers and Acquisitions Collaboration Mergers 59

Sun Acquisitions

NOVEMBER 4, 2024

Enhancing Communication and Collaboration Effective communication and collaboration are essential for successful integration. Collaboration platforms enhanced with AI can also help manage projects, track progress, and resolve issues quickly. Ensure that all teams have access to real-time information and updates.

M&A 59

M&A Mergers and Acquisitions Risk Assessment Collaboration 59

How2Exit

AUGUST 5, 2024

The collaborative approach and cross-functional team dynamics play vital roles in the seamless operation and expansion of M&A ventures. Initially, the team encountered a cumbersome broker-led acquisition hampered by delays. “We collaborate a lot and we discuss and debate a lot,” Costandi noted.

Business 130

Business Mergers and Acquisitions Collaboration Acquisitions 130

Sun Acquisitions

JANUARY 3, 2025

By fostering a culture of collaboration, investing in talent development, and leveraging data analytics, companies can overcome obstacles and maximize the value of their mergers. The post The Power of Synergy: How Mergers Create Exceptional Value appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Mergers 59

Mergers Mergers and Acquisitions M&A Business 59

The TRADE

NOVEMBER 25, 2024

The Bank of New York Mellon Corporation and JP Morgan will be utilised by the service as tri-party collateral agents, while Pirum will serve as the transmitter of new trade instructions and post-trade lifecycle events on behalf of clients. “We

Finance 69

Finance Finance Securities Trading 69

The TRADE

JANUARY 22, 2025

The ATS will trade US-listed securities only (Reg NMS), with TMX Group adding that participants will be FINRA-registered broker dealers. Its through feedback and collaboration with our stakeholders that we are able to deliver solutions that make markets better.

Trading 72

Trading Equities Broker Collaboration 72

The TRADE

JUNE 14, 2024

Stephen Roche As part of the move, Jupiter will leverage Saphyre’s platform for the onboarding and maintenance of its trading relationships with brokers and custodians. Saphyre’s automated intelligence enables onboarding and maintenance of custody and broker trading, alongside synchronising associated reference data in real-time.

Broker 64

Broker Financial Institution Trading Investment Manager 64

The TRADE

DECEMBER 15, 2023

There was a recent case regarding short selling, where we had a certain interpretation of the short selling rule, commonly accepted among market participants, and we consulted with our brokers and the regulators to check that they agreed with that interpretation. It pays to be a bit more collaborative.

Broker 105

Broker Trading Stock Consulting 105

The TRADE

SEPTEMBER 3, 2024

The firm has also added Virtu Financial as an executing broker for client flows negotiated on Appital’s BookBuilder platform, offering buy-side participants improved options for executing large orders. This latest development follows the integration of Virtu Financial’s Triton Valor EMS with Appital’s BookBuilder platform in April last year.

Equities 59

Equities Broker Collaboration Asset Management 59

The TRADE

JULY 23, 2024

In recent years, Baader Bank has also expanded its retail broker client base significantly, which will help enhance Spectrum’s presence in Germany. The Germany-based securities and banking services company will serve as an intermediary, facilitating clients’ trades on to Spectrum Markets’ trading venue, as part of this collaboration.

Trading 64

Trading Bank Banking Retail 64

The TRADE

AUGUST 10, 2023

As part of the collaboration, Virtu’s network of retail broker-dealers will gain access to the primary markets and to secondary market liquidity via an integration with InvestorLink’s primary market order management and artificial intelligence based matching platform. “We

Retail 52

Retail Investors Broker Collaboration 52

The TRADE

FEBRUARY 13, 2024

Brokers and nonresident brokers with access to international markets were noted by Baugh to have been increasingly sourcing liquidity in dual listed names offshore. With connection to agency brokers, Baugh also discussed opportunities to differentiate smaller businesses from larger players.

Trading 64

Trading Broker Collaboration Financial Market 64

The TRADE

DECEMBER 5, 2023

FlexTrade Systems and BTON Financial have delivered a new integration which provides users of FlexTRADER EMS access to AI-driven broker selection suggestions to help improve best execution performance. “We think this is brilliant news for all concerned.

Trading 72

Trading Broker Portfolio Management Collaboration 72

The TRADE

OCTOBER 26, 2023

Fixed income broker-dealer Millennium Advisors has appointed Dylan Blair managing director and global head of US dollar credit trading as the business continues its expansion efforts. Millennium is a fantastic organisation with a rich history of success, based on providing the very best service to a broad range of counterparties.

Trading 96

Trading Management Broker M&A 96

The TRADE

APRIL 16, 2024

The collaboration will provide KCx with a new front-office equities execution platform which enables clients to observe and manage KCx’s execution flow through one interface, offering new functionality and simplified workflows.

Equities 64

Equities Trading Architecture Collaboration 64

The TRADE

MAY 23, 2024

According to the firms, they have collaborated closely to go-live in three months’ time. LBX Post-Trade Hub will operate as a single, standalone middle office allocation system, interfacing with a range of front office OMS platforms and clearing brokers. The update retires a legacy solution that was used for nearly 20 years.

Trading 59

Trading Broker Architecture Collaboration 59

Sun Acquisitions

NOVEMBER 1, 2024

Prioritize retaining key employees and fostering a culture of collaboration and innovation. The post Mergers & Acquisitions in a Tech-Driven World: How to Prepare Your Business appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. Address potential cultural clashes early to ensure a smooth transition.

Mergers 59

Mergers Mergers and Acquisitions Business Acquisitions 59

The TRADE

AUGUST 6, 2024

Saphyre’s technology manages the onboarding and maintenance of custody, broker trading, and buy-side accounts. Saphyre suggests this solution eliminates issues related to failed trades downstream and allows for better real-time collaboration which should support participants in light of the global shifts to a T+1 settlement regime.

Capital 59

Capital Investment Manager Asset Management Trading 59

The TRADE

MARCH 12, 2024

Deutsche Bank has signed up to the onboarding and maintenance platform for custody, broker trading, and buy-side accounts offered by ascending fintech Saphyre. This provides a real-time golden source of data to all external parties.

Bank 64

Bank Banking Trading Broker 64

Sun Acquisitions

NOVEMBER 3, 2023

This process should involve representatives from both merging companies and be guided by a collaborative approach. Foster Cross-Cultural Collaboration To integrate corporate cultures successfully, organizations must encourage collaboration between employees from both merging entities.

Corporation 59

Corporation Mergers Mergers and Acquisitions Collaboration 59

Sun Acquisitions

SEPTEMBER 21, 2023

Engage with a professional business broker or advisor who can create a personal marketing plan targeting only qualified buyers who have signed non-disclosure agreements. Collaborating with a professional business appraiser or consultant can help you obtain an objective valuation.

Sale 64

Sale Business Broker Valuation 64

Sun Acquisitions

AUGUST 26, 2024

Enhanced Collaboration and Transparency: Collaboration among deal team members and stakeholders is paramount during the due diligence. Cloud-based collaboration platforms and virtual data rooms (VDRs) facilitate seamless information sharing and communication, irrespective of geographical barriers.

M&A 59

M&A Mergers and Acquisitions Collaboration Risk Assessment 59

Sun Acquisitions

MAY 8, 2024

This self-awareness and awareness of others contribute to a more constructive and collaborative negotiation environment. This flexibility is essential in fostering a collaborative atmosphere and overcoming potential cultural barriers that could impede the deal’s success.

Negotiation 59

Negotiation Business Mergers and Acquisitions M&A 59

Sun Acquisitions

SEPTEMBER 29, 2023

Engage with a professional business broker or advisor who can create a personal marketing plan targeting only qualified buyers who have signed non-disclosure agreements. Collaborating with a professional business appraiser or consultant can help you obtain an objective valuation.

Sale 59

Sale Business Broker Valuation 59

The TRADE

APRIL 5, 2024

The transition will be carefully managed through close collaboration between Ellipsis AM and Edmond de Rothschild AM to ensure seamless service continuity for investors,” Kepler said in a statement confirming the transaction. European agency broker Kepler moved to acquire Ellipsis from Exane in 2021.

Asset Management 64

Asset Management Portfolio Management Business Management 64

Sun Acquisitions

SEPTEMBER 5, 2024

Virtual Data Rooms (VDRs) for Efficient Collaboration: Virtual data rooms have become indispensable tools for streamlining due diligence workflows and facilitating collaboration between deal parties. Human Expertise and Judgment: While technology can augment due diligence efforts, human expertise and judgment remain indispensable.

M&A 64

M&A Mergers and Acquisitions Collaboration Risk Assessment 64

The TRADE

AUGUST 2, 2023

ION and Cboe Europe Derivatives (CEDX) are set to expand Tier 1 banks and brokers’ access to pan-European derivatives markets through a new collaboration.

Trading 52

Trading Broker Equities Stock 52

Sun Acquisitions

FEBRUARY 6, 2023

continues their goal of acquiring and integrating leading medical aesthetics clinics, enabling medical professionals in their subsidiaries to achieve personal and professional goals while creating world-class customer experiences by networking support, collaboration, and community.

Sale 52

Sale Acquisitions Mergers and Acquisitions Medical 52

Sun Acquisitions

JULY 11, 2024

Far from being mere business deals, mergers can be seen as an art form—an intricate dance of collaboration, innovation, and transformation to build more robust, resilient entities. However, beneath the surface lies a realm where creativity, intuition, and vision converge to shape the destiny of companies.

Mergers 59

Mergers Mergers and Acquisitions Business Acquisitions 59

Sun Acquisitions

AUGUST 22, 2024

Encourage cross-functional collaboration and integration activities to bridge cultural gaps and cultivate a shared identity. Collaborate with IT professionals from both organizations to ensure a smooth transition, minimize disruptions, and mitigate risk migration risks and system downtime risks.

M&A 59

M&A Mergers and Acquisitions Collaboration Mergers 59

The TRADE

JUNE 11, 2024

This marks a significant milestone for brokers and retail investors throughout Europe, as they can now access a diverse range of ETFs from some of the most recognised providers through Spectrum.” As a result, we believe that collaborating with Spectrum aligns seamlessly with our international growth strategy.

Retail 52

Retail Investors Trading Funds 52

The TRADE

JUNE 12, 2023

While the best relationships have always been collaborative, I would say the developments in analytic capabilities have certainly changed some of the conversations the buy- and sell-side have. What challenges are you seeing given the current liquidity fragmentation, and what steps are you taking to meet them?

Collaboration 59

Collaboration Trading Investors Broker 59