Sun Acquisitions

NOVEMBER 4, 2024

Automation can streamline various integration processes, from IT system consolidation to HR management. Enhancing Communication and Collaboration Effective communication and collaboration are essential for successful integration. 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

Walid's hands-on operational approach focuses on helping employees maximize their careers within the companies he manages. They transparently share their experiences, from identifying industries suitable for acquisition to navigating the due diligence process and managing changes post-acquisition.

Business 130

Business Mergers and Acquisitions Collaboration Acquisitions 130

The TRADE

NOVEMBER 25, 2024

Vikesh Patel With this approval, the pan-European clearing house will introduce a service for European SFT transactions in cash equities and ETFs, which includes central clearing, settlement and post-trade lifecycle management.

Finance 69

Finance Finance Securities Trading 69

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

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

APRIL 5, 2024

Kepler Cheuvreux subsidiary Ellipsis Asset Management has moved to expand its capabilities in the convertible bond segment with the acquisition of Rothschild & Co’s business. As part of the deal two Rothschild portfolio managers – Cristina Jarrin and Mikael Dauvert – will move to Ellipsis AM.

Asset Management 64

Asset Management Portfolio Management Business Management 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. ” In this new role, he will be responsible for coordinating and managing the business’ global credit trading teams across a range of markets.

Trading 96

Trading Management M&A Broker 96

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

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. 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

Sun Acquisitions

AUGUST 22, 2024

Understanding the Role of M&A in Supply Chain Management Mergers and acquisitions involve the consolidation of companies or assets, allowing businesses to achieve greater efficiency, market power, and strategic capabilities. These technologies can include advanced inventory management systems, automation, and predictive analytics.

M&A 52

M&A Management Mergers and Acquisitions Food 52

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

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

FEBRUARY 13, 2024

In a keynote speech at the Johannesburg Stock Exchange (JSE) South Africa (SA) Trade Connect 2024 conference, James Baugh, managing director, head of European market structure at TD Cowen, kicked off by highlighting that market structure and liquidity dynamics in South Africa mirror those felt in other markets and in particular, Europe.

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

Sun Acquisitions

MAY 8, 2024

Understanding and managing one’s own and those of others plays a pivotal role in negotiating business deals, particularly in the intricate dance of buying or selling a business. Managing Stress and Pressure M&A negotiations are high-stakes endeavors that often come with intense pressure.

Negotiation 59

Negotiation Business Mergers and Acquisitions M&A 59

Sun Acquisitions

APRIL 18, 2024

Equipped with a proficient management team, this niche catering business has grown significantly by delivering healthy, high-quality, organic meals to daycare centers, senior care facilities, and government establishments. This collaboration enables the client to concentrate on its core operations while seamlessly navigating the sale process.

Acquisitions 59

Acquisitions Mergers and Acquisitions Business Food 59

The TRADE

OCTOBER 2, 2023

This is where a partnership with a firm like Cassini can come into its own because we see them as our equivalents in the collateral management and margin space.

Funds 64

Funds Shares Risk Management Trading 64

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

MAY 2, 2024

Domenic Rinaldi, managing partner of Sun Acquisitions, emphasizes Mike’s expertise, stating, “Mike Walton brings a wealth of experience and strategic insight to this engagement, ensuring our client receives unparalleled guidance throughout the transaction.”

Acquisitions 59

Acquisitions Mergers and Acquisitions M&A Middle Market 59

Sun Acquisitions

SEPTEMBER 5, 2024

Blockchain-based solutions facilitate the secure sharing of sensitive information, streamline document management processes, and mitigate the risk of fraud or tampering. The post The Emerging Role of Technology in Enhancing M&A Due Diligence Processes appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

M&A 64

M&A Mergers and Acquisitions Collaboration Risk Assessment 64

The TRADE

OCTOBER 26, 2023

UK-based boutique fixed income trading desk BlueBay Asset Management is beginning a new chapter in its life. The move has opened up swathes of synergy opportunities for the pure fixed income asset manager, with its traders now working directly alongside RBC BlueBay Asset Management’s equities desk.

Trading 98

Trading Asset Management Management Electronics 98

Sun Acquisitions

MARCH 1, 2024

A leading provider of commercial food-service furniture solutions initiates sell-side engagement managed by Sun Acquisitions. 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.

Food 59

Food Mergers and Acquisitions Acquisitions Middle Market 59

Sun Acquisitions

FEBRUARY 26, 2024

Collaborating closely with the customer, our client designs, and prototypes products, ensuring seamless integration into medical devices. Our expertise in managing transactions across various industries ensures a seamless and confidential sale process, enabling business owners to focus on their core operations.

Medical 52

Medical Mergers and Acquisitions Middle Market Acquisitions 52

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

AUGUST 22, 2024

Encourage cross-functional collaboration and integration activities to bridge cultural gaps and cultivate a shared identity. Break down the integration plan into manageable phases, addressing critical areas such as technology integration, process harmonization, and organizational restructuring.

M&A 59

M&A Mergers and Acquisitions Collaboration Mergers 59

Sun Acquisitions

MARCH 20, 2024

This technology simplifies document management, accelerates the due diligence process, and improves data security. Enhanced Communication and Collaboration Collaboration among the various stakeholders involved in an M&A deal is essential for success.

Mergers and Acquisitions 59

Mergers and Acquisitions Mergers Acquisitions M&A 59

The TRADE

MAY 20, 2024

Tradefeedr’s industry advisory board was established earlier this year and seeks to “collaborate with industry leaders to create a trading process that is more transparent and data driven” by bringing together established and knowledgeable market participants. Faenson joined Citi in 2005 as a credit valuation adjustment (CVA) trader.

Sale 64

Sale Asset Management Trading Investment Banking 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

Lake Country Advisors

FEBRUARY 16, 2024

Address Liabilities Selling a manufacturing business involves more than just highlighting its strengths; it also requires addressing and managing liabilities effectively. Business brokers bring expertise, industry knowledge, and a network of potential buyers to the table, facilitating a smoother and more efficient sale.

Manufacturing 105

Manufacturing Business Negotiation Sale 105

Sun Acquisitions

OCTOBER 4, 2023

Assemble a Strong Team Exiting your business is a collaborative endeavor. Surrounding yourself with a competent team of advisors, including lawyers, accountants, and business brokers, can make the process more manageable and efficient. So, embrace the journey and prepare to seize new opportunities beyond your business.

Business 59

Business Broker Negotiation M&A 59

Sun Acquisitions

MAY 10, 2024

In this blog post, we’ll explore the complexities of cross-cultural differences in international M&A and discuss strategies for effectively addressing and managing these challenges. Every organization has unique values, communication styles, and management approaches, which can significantly differ across borders.

M&A 59

M&A Mergers and Acquisitions Corporation Management 59

Sun Acquisitions

OCTOBER 15, 2024

A skilled negotiating team is adept at managing these dynamics, building rapport with counterparties, and steering negotiations toward win-win outcomes. Collaborative Culture: Foster a culture of collaboration and open communication within the negotiating team.

Negotiation 59

Negotiation M&A Mergers and Acquisitions Collaboration 59

Sun Acquisitions

JULY 8, 2024

Encourage open communication, mutual respect, and collaboration to bridge cultural differences and cultivate a unified corporate culture. Leadership and Talent Development: Invest in leadership development and talent management initiatives to harness both organizations’ collective expertise and capabilities.

Acquisitions 59

Acquisitions Business Mergers and Acquisitions M&A 59

Sun Acquisitions

SEPTEMBER 16, 2024

Build a Strong Management Team: A capable and experienced management team is invaluable during the transition phase. Cultivate a collaboration, innovation, and accountability culture to empower your management team to drive the business forward independently.

Negotiation 59

Negotiation Business Sale Management 59

Successful Acquisitions

AUGUST 17, 2023

Broker vs. Transaction Advisor The decision between a broker and a transaction advisor often hinges on two crucial factors: the size and complexity of the business. For smaller businesses with revenues between $5 to $10 million, a broker can often suffice. Brokers help connect sellers with buyers and facilitate the transaction.

Broker 52

Broker Advisory Business M&A 52

Sun Acquisitions

AUGUST 16, 2024

Negotiating robust dispute resolution mechanisms and indemnification provisions is essential to managing contractual risks. Collaborating with legal, financial, and technical experts can provide comprehensive insights into the target company’s legal and operational aspects.

M&A 59

M&A Mergers and Acquisitions Negotiation Collaboration 59