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 57

Equities Collaboration Broker Asset Management 57

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. They further highlight the importance of a strong general manager to lead operations post-acquisition.

Business 130

Business Mergers and Acquisitions Collaboration Acquisitions 130

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 62

Trading Bank Banking Retail 62

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 62

Broker Financial Institution Trading Investment Manager 62

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. It encompasses everything from communication styles to dress codes to performance expectations.

M&A 59

M&A Mergers and Acquisitions Collaboration Mergers 59

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

AUGUST 6, 2024

Saphyre’s technology manages the onboarding and maintenance of custody, broker trading, and buy-side accounts. Captial Group has become the latest buy-side firm to integrate Saphyre’s technology. Capital Group is elevating its finance operations while at the same time helping streamline procedural engagements with their counterparties.

Capital 57

Capital Investment Manager Asset Management Trading 57

Lake Country Advisors

JUNE 20, 2024

Moreover, we’ll highlight the invaluable role of a business broker in facilitating this process, providing you with the necessary expertise and guidance. In this blog, we will learn about the importance of due diligence and explore tips to do it right before your business sale. Pending lawsuits or legal disputes.

Sale 52

Sale Business IT Utilities 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 62

Trading Broker Collaboration Financial Market 62

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.

Trading 62

Trading Equities Architecture Collaboration 62

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 57

Trading Broker Architecture Collaboration 57

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 104

Broker Trading Stock Consulting 104

The TRADE

FEBRUARY 13, 2024

As an already established common theme at this year’s conference, the liquidity landscape was noted by Erica Bruce, president of the South African Institute of Stockbrokers (SAIS), as being key to future developments around the number of brokers participating in the region and the way in which they operate.

Trading 62

Trading Broker Collaboration Financial Institution 62

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 62

Bank Banking Trading Broker 62

Sun Acquisitions

NOVEMBER 8, 2024

Successful M&A requires careful planning and a commitment to fostering a collaborative environment that encourages exchanging ideas. By combining resources, acquiring talent, and fostering a culture of collaboration, M&A deals can fuel the innovation engine and propel companies toward a brighter future.

Mergers and Acquisitions 59

Mergers and Acquisitions Engineering Mergers Acquisitions 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 62

Asset Management Portfolio Management Business Management 62

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

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. At its core, acquisition involves more than just numbers on a balance sheet. However, achieving synergy requires more than just identifying complementary assets.

Mergers 59

Mergers Mergers and Acquisitions Acquisitions Business 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

How2Exit

JULY 13, 2023

They also mention their collaboration on a chocolate roll-up project, which involved researching different industries and using tools and templates to identify the chocolate industry as the most suitable for their parameters. The episode concludes with a discussion on the importance of collaboration and sharing ideas as entrepreneurs.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

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

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

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 70

Trading Broker Portfolio Management Collaboration 70

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. ABN Amro Clearing, Goldman Sachs and Morgan Stanley became the first participant banks to back the new Cboe Amsterdam derivatives exchange in April 2021 ahead of its launch.

Trading 52

Trading Broker Equities Stock 52

Sun Acquisitions

MAY 2, 2024

This collaboration allows the client to remain focused on its core operations while seamlessly navigating the sale process. The post Sun Acquisitions Facilitates Sell-Side Engagement for Wholesale Nursery Plant Grower/Supplier appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Acquisitions 59

Acquisitions Mergers and Acquisitions M&A Middle Market 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

APRIL 18, 2024

This collaboration enables the client to concentrate on its core operations while seamlessly navigating the sale process. Sun Acquisitions announces its latest sell-side engagement, representing a well-established catering business in operation for over 30 years and based in Illinois.

Acquisitions 59

Acquisitions Mergers and Acquisitions Business Food 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 Trading Investors Funds 52

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

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

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. Speaking to The TRADE, Blair said: “ Fixed income trading is in a period of significant structural change.

Trading 95

Trading Management M&A Collaboration 95

Sun Acquisitions

OCTOBER 15, 2024

Collaborative Culture: Foster a culture of collaboration and open communication within the negotiating team. Organizations can unlock new value, mitigate risks, and drive sustainable growth through strategic M&A transactions by assembling a diverse, skilled, and collaborative negotiating team.

Negotiation 59

Negotiation M&A Mergers and Acquisitions Collaboration 59

Sun Acquisitions

MARCH 1, 2024

As a wholesale furniture distribution business, our client collaborates closely with suppliers to offer an extensive selection of furniture solutions, enabling them to meet the diverse needs of their clientele. They serve clientele nationwide from its headquarters in IL.

Food 59

Food Mergers and Acquisitions Acquisitions Middle Market 59

Sun Acquisitions

OCTOBER 28, 2024

Effective communication and a willingness to collaborate can help navigate conflicts and reach a mutually beneficial agreement. Selling a business is a monumental milestone, one that’s often met with a mix of emotions. Let’s delve into the emotional rollercoaster of selling your business and how to navigate it.

Business 59

Business Mergers and Acquisitions M&A Negotiation 59

Sun Acquisitions

AUGUST 29, 2024

Whether it’s R&D collaboration, joint marketing initiatives, or shared production facilities, strategic alliances enable synergistic partnerships that drive innovation and efficiency. This blog post explores the nuances of strategic alliances versus acquisitions in unlocking growth opportunities for mid-market businesses.

Acquisitions 59

Acquisitions Mergers and Acquisitions Business Collaboration 59

Sun Acquisitions

JUNE 13, 2024

Assemble a team of experienced advisors, such as attorneys, accountants, and business brokers, specializing in mergers and acquisitions. Effective communication and a collaborative approach can create a win-win outcome for both parties. What do you hope to achieve through the sale?

Sale 59

Sale Mergers and Acquisitions Negotiation Business 59

Sun Acquisitions

MARCH 20, 2024

Enhanced Communication and Collaboration Collaboration among the various stakeholders involved in an M&A deal is essential for success. Technology has made communication and collaboration more efficient through virtual meeting platforms, project management software, and secure communication tools.

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Mergers and Acquisitions Mergers Acquisitions M&A 59