Broker, Collaboration and Risk Management

The Role of Professional Advisors: Accountants, Lawyers, and Brokers in Guiding Financial Choices for Buyers and Sellers

Sun Acquisitions

FEBRUARY 23, 2024

Accountants, lawyers, and brokers are pivotal in helping buyers and sellers make informed decisions that safeguard their economic interests. Budgeting and Forecasting: They assist in creating post-acquisition budgets and forecasts , which are crucial for financial planning and risk management.

Broker

Broker Accountant Negotiation Financial Transaction

TS Imagine and Cassini Systems announce partnership as firms seek to increase market share in the hedge fund and prime brokerage space

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

Funds Shares Risk Management Trading

Navigating Uncertainty: Strategies for Financing M&A Deals in a Volatile Economy

Sun Acquisitions

AUGUST 19, 2024

Contingency Planning and Scenario Analysis: Effective risk management is essential when financing M&A deals in a volatile economy. Companies should conduct thorough due diligence, stress testing, and scenario analysis to assess potential risks and develop contingency plans.

M&A

M&A Finance Finance Economics

Enhancing Customer Retention in MSPs through M&A: Acquiring Firms with Modern Workplace Solutions

Sun Acquisitions

AUGUST 2, 2024

The Importance of Modern Workplace Solutions The modern workplace is characterized by increased reliance on digital tools, remote working capabilities, and seamless collaboration technologies. This includes cloud-based platforms, remote collaboration tools, and cybersecurity solutions.

M&A

M&A Mergers and Acquisitions Collaboration Acquisitions

Unlocking Innovation: The Strategic Power of M&A in Finding the Perfect Acquisition Partner

Sun Acquisitions

OCTOBER 17, 2024

Assessing cultural fit early on can help mitigate risks and ensure a smoother transition post-acquisition, enabling both organizations to collaborate effectively towards common goals. Mitigating these risks requires careful planning, due diligence, and risk management strategies.

M&A

M&A Acquisitions Mergers and Acquisitions Business

Post-Merger Integration Best Practices and Pitfalls to Avoid

Sun Acquisitions

MAY 31, 2024

IT teams should collaborate closely to integrate systems seamlessly, and potential challenges should be identified and addressed early in the process. Inadequate Risk Management: Inherent risks come with any merger, and overlooking potential risks can be detrimental.

Mergers

Mergers Mergers and Acquisitions Risk Management M&A

M&A as a Pathway to Technological Advancement in Paving

Sun Acquisitions

AUGUST 2, 2024

Companies should focus on fostering a collaborative culture, promoting knowledge sharing, and aligning organizational values to ensure smooth integration. Regulatory Compliance and Risk Management Technological advancements in paving often come with regulatory requirements and potential risks.

M&A

M&A Mergers and Acquisitions Acquisitions Corporation

Embracing change on the BlackRock EMEA equity trading desk

The TRADE

JANUARY 31, 2024

The uniform use of our OMS and EMS and the complete visibility of the platform allows for efficient execution while frequent system enhancements improve oversight and risk management controls.” I think our dynamic is best characterised as fast-paced, collaborative, and a results-driven environment.

Equities

Equities Trading Collaboration Investment

The 11 Concepts And Ideas I Learned From Interviewing ChatGPT On How To Buy A Business.

How2Exit

FEBRUARY 23, 2023

Techniques such as mirroring, labeling, and calibrated questioning can help to build rapport and establish a collaborative relationship. This is the process of reviewing and evaluating a company's operations, processes, and systems in order to assess its efficiency, effectiveness, and risk profile.

Business

Business Negotiation DCF Acquisitions

Meet the Top Strategic Buyers Investing in SaaS

Software Equity Group

AUGUST 20, 2024

The software provides features for data sharing, email notifications, permission management, reminders, web and mobile interfaces, collaboration, and dashboards. The company is in the Business Management/ERP, Compliance Management, and Content & Workflow Management product categories, and serves the Manufacturing vertical.

Investment

Investment Management Acquisitions Business

Elevating Expertise: Senior Advisor Spotlight, Mike LeVasseur

Focus Investment Banking

JANUARY 18, 2024

Senior advisors play a key role in client relationship management, strategic advisory, market research, networking, team collaboration and risk management. Sometimes people don't realize they need a broker. Senior advisors are seasoned professionals with extensive experience in a specific industry.

Sale

Sale Business M&A IT

Why Buying a Manufacturing Business Might Be Your Best Investment?

Lake Country Advisors

NOVEMBER 26, 2024

Many business brokers view manufacturing businesses as valuable assets for investors. Many companies are relocating production closer to primary markets, increasing the need for local business brokers to facilitate acquisitions. Recognizing these trends helps investors choose a manufacturing business positioned for future growth.

Manufacturing

Manufacturing Business Investment Profitability

CME Group and DTCC expand cross-margining arrangement

The TRADE

FEBRUARY 25, 2025

To access end-user cross margining, clients will need to leverage the same dually registered Futures Commission Merchant (FCM) and broker or dealer as registered with the SEC at both CCPs. Our ongoing collaboration with CME Group remains focused on extending cross-margin benefits to more customer accounts and eventually, to other products.

Accountant

Accountant Trading Capital Risk Management

The TRADE predictions series 2025: The liquidity landscape

The TRADE

DECEMBER 17, 2024

Investors have learnt that they need to expect the unexpected, which is why liquidity risk management practices are now so important. Our preferred approach involves a broker in the middle, allowing buy-side firms to outsource ELP onboarding and benefit from aggregated prices in competition.

Trading

Trading Equities Electronics IPO

Investment Banking Today

The Role of Professional Advisors: Accountants, Lawyers, and Brokers in Guiding Financial Choices for Buyers and Sellers

TS Imagine and Cassini Systems announce partnership as firms seek to increase market share in the hedge fund and prime brokerage space

Trending Sources

Navigating Uncertainty: Strategies for Financing M&A Deals in a Volatile Economy

Enhancing Customer Retention in MSPs through M&A: Acquiring Firms with Modern Workplace Solutions

Unlocking Innovation: The Strategic Power of M&A in Finding the Perfect Acquisition Partner

Post-Merger Integration Best Practices and Pitfalls to Avoid

M&A as a Pathway to Technological Advancement in Paving

Embracing change on the BlackRock EMEA equity trading desk

The 11 Concepts And Ideas I Learned From Interviewing ChatGPT On How To Buy A Business.

Meet the Top Strategic Buyers Investing in SaaS

Elevating Expertise: Senior Advisor Spotlight, Mike LeVasseur

Why Buying a Manufacturing Business Might Be Your Best Investment?

CME Group and DTCC expand cross-margining arrangement

The TRADE predictions series 2025: The liquidity landscape

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