How2Exit

MARCH 17, 2023

11 Things You and I Can Learn About Business and Exit Events From Our Interview With Nate Lind - Successful Serial Entrepreneur and Broker. Nate then went on to meet the founders of Website Closers, and was able to use his influence to become a business broker. Nate Lind is a prime example of how to monetize your influence.

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Broker Business Sale IT 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. Earlier in his career he held equity sales and trading positions at Cantor Fitzgerald. Gerety joins from JonesTrading, where he served as managing director, equity capital markets.

Investment Banking 64

Investment Banking Broker Banking Bank 64

OfficeHours

AUGUST 23, 2023

Growth Equity (ex-TCV Investor) Webinar TOMORROW at 12PM ET! Come listen to Alice speak about her time recruiting as a Lazard IB Associate into TCV Growth Equity! How did your investment banking experience help you succeed in growth equity investing and beyond? Think it’s too late for you to recruit as an Associate?

Equities 130

Equities Recruitment Investment Banking Investment 130

Sun Acquisitions

SEPTEMBER 9, 2022

If it makes financial sense and you understand the dilution aspect of selling equity and the potential interference from investors, then yes, go ahead. Whatever your motives for giving up part ownership in your company, there are things M&A brokers want you to be aware of. Selling equity – the good, the bad, the ugly.

Equities 52

Equities Business Broker Investors 52

Sica Fletcher

FEBRUARY 6, 2024

2023 Year-End Index Reflects Continued Emphasis on Strategic Fit for Investors NEW YORK, NY - February 6, 2024 - Sica | Fletcher releases the 2023 Year-End Agency & Broker Buyer Index. According to the report, SF Index members acquired 566 Agents/Brokers in 2023, totaling $2.2B in agency and broker revenue.

Broker 52

Broker Insurance Mergers and Acquisitions S&P 52

The TRADE

MAY 8, 2025

Discussions around the want or need to expand trading hours for equities have been ongoing for several years, with varying levels of acceptance and subsequent action being taken across the globe. Whether equities will eventually adopt the 24/7 model is another story all together, however.

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The TRADE

AUGUST 8, 2024

Rob Hocking Cboe currently offers securities-based VIX Index options, allowing investors to manage or gain exposure to broad US equity market volatility. Cboe Global Markets is set to launch options on Cboe Volatility Index (VIX) futures, with an expected date to commence trading on 14 October, subject to regulatory review.

Trading 116

Trading Utilities Equities Management 116

The TRADE

JULY 8, 2024

Cboe Europe has confirmed plans for the launch of its new volume weighted average price (VWAP) crossing service for equities at the end of this year. Brokers are going to submit indications and then we’re going to match those indications and invite the respective counterparties to submit firm orders for matching.

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Broker Trading Equities IT 105

How2Exit

APRIL 10, 2023

He quickly realized that the bigger problem was companies wanting to raise money rather than investors needing to deploy money into cryptocurrency. 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

DECEMBER 8, 2023

SVB was the catalyst for a bank run that led to the collapse of FRB and Signature Bank as the latest iteration of March madness led to market volatility, credit contraction and negative investor sentiment, which very much defined the first half of the year. These forces have rumbled markets and led to heightened volatility.

Broker 113

Broker Asset Management Trading Funds 113

Sun Acquisitions

FEBRUARY 1, 2024

Among these, three prominent options are seller financing, equity investment, and all-cash offers. Equity Investment: Equity investment involves an outside investor injecting capital into a property purchase in exchange for a stake in the property’s ownership and future profits.

Finance 59

Finance Finance Equities Investment 59

The TRADE

AUGUST 9, 2024

It’s extremely important that the trading desks are also in tune with the analytics to ensure efficient onwards processes like liaising with brokers on their trading performance. Drilling deeper into brokers’ venue choices has also become imperative to analyse on the buy-side. Can the use of TCA in fixed income mirror equities?

Investors 52

Investors Trading Broker Equities 52

How2Exit

MARCH 19, 2023

Carrick went to work for a Wall Street brokerage firm and managed money for clients as a stock broker. Whether you're a business owner or an individual investor, having a plan and sticking to it is essential for success. Finally, it is important to remember that the success rate of businesses sold through brokers is only around 30%.

Business 130

Business Broker Mergers and Acquisitions IT 130

The TRADE

MAY 15, 2024

Named OTC Overnight, the new offering will make OTC equity securities available for trading from Sunday through to Thursday between 8 pm and 4 am EST. The new offering is due to launch in the second quarter and will be available on the OTC Link NQB Alternative Trading System (ATS).

Trading 75

Trading Broker Equities Securities 75

Sica Fletcher

SEPTEMBER 25, 2019

In recent posts, we outlined the background of and reasons for the dramatic upsurge of private equity investment in the insurance brokerage industry , how the combination of private equity and low interest rates have dramatically raised valuations , and how private equity sponsored agencies increasingly dominate the insurance agency business.

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Private Equity Equities Insurance Capital 52

The TRADE

AUGUST 21, 2023

The four separate rulemakings put forward by the US Securities and Exchange Commission (SEC) in December last year represent the most significant attempt to revamp market structure for US equities in recent memory. While evolution of equities market structure in the US is long overdue, what form it should come in is up for debate.

Equities 52

Equities Retail Trading Broker 52

The TRADE

JUNE 23, 2023

EU asset managers, banks and brokers are urging policy markets not to succumb to pressure that could potentially lead to suboptimal outcomes in the Markets in Financial Instruments Directive (Mifid/r) review.

Trading 59

Trading Equities Asset Management Initial Public Offering 59

Sica Fletcher

NOVEMBER 9, 2023

Q3 Index Reflects an Emphasis on Strategic Fit for Investors in 2023 NEW YORK, NY – November 8, 2023 - Sica | Fletcher releases the Q3 2023 Agency & Broker Buyer Index. The Sica | Fletcher Broker Buyer Index stands as the leading report on mergers and acquisitions within the insurance brokerage sector.

Broker 40

Broker M&A Insurance Mergers and Acquisitions 40

The TRADE

OCTOBER 18, 2023

Cboe Europe Derivatives (CEDX) has confirmed that it is set to offer single stock options from next month, with equity options available from 6 November, having secured backing from a broad range of participants. Goldman Sachs, Morgan Stanley, Susquehanna International Securities, and Interactive Brokers.

Stock 72

Stock Equities Trading Broker 72

The TRADE

SEPTEMBER 1, 2023

What is driving the push for increased trading hours for US equities? When I tell people that we trade US equities overnight, they can’t believe it hasn’t been done before. Futures and FX also trade 24/23 hours, so why not US equities? What sort of benefits could 24/7 trading of equities provide?

Trading 69

Trading Equities Broker Stock 69

The TRADE

DECEMBER 28, 2023

Spot exchange operating models will continue to unbundle, with the separation of execution and custody becoming the default for institutional market participants; this unbundling will protect investors. Monetary policy remains a crucial factor influencing Bitcoin’s valuation.

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Trading Investors Valuation Broker 121

The TRADE

JANUARY 16, 2024

In addition to Ricci’s role, the Panmure Liberum board will comprise Shane Le Prevost – founder and executive director at Liberum – as non-executive chair, Bidhi Bhoma as deputy chief executive, David Parsons as head of equities, and Richard Morecombe as president, head of origination and business development.

Investment Banking 111

Investment Banking Mergers Banking Bank 111

The TRADE

APRIL 25, 2024

The post Buy-side trading head recommends cautious approach to emerging markets despite strong investor interest appeared first on The TRADE. In terms of liquidity, we’re seeing high growth, especially after Covid and today we’re seeing around 2.5

Trading 64

Trading Investors Investment Portfolio Management 64

How2Exit

MAY 20, 2024

Starting from childhood enterprises to careers in sales and a formal education in business school, Barnett has accumulated a wealth of experience that led him to own a business broker office for several years before venturing into banking. It's a leveling up." - David Barnett rn rn rn "People who raise $100 million in series C financing.

Business 130

Business Book-building Equities Acquisitions 130

The TRADE

MAY 28, 2024

The levels of trading volumes in European equities are influenced by a complex interplay of various factors like market fragmentation, economic conditions, monetary policy, investor behaviour and market volatility among other things. Where should regulators be focusing their attention to boost volumes in Europe?

Equities 59

Equities Trading Portfolio Management Investors 59

The TRADE

APRIL 17, 2024

And, like most asset managers across the street, its global equity trading desk plays host to a variety of characters, each bringing their own individual string to the wider team’s bow. Robeco formerly had a central multi-asset trading desk across equities, foreign exchange and fixed income, headed up by Robbert Wijgerse.

Trading 59

Trading Equities Asset Management Portfolio Management 59

The TRADE

AUGUST 1, 2023

The players that now dominate in the EMEA equities space are typically larger and have roots that stretch across the Atlantic due to tricky market conditions that have made economies of scale and the ability to internalise risk increasingly essential. “If Goldman Sachs’ equities revenues globally had fallen from $3.24

Equities 52

Equities Trading Electronics Sale 52

The TRADE

JUNE 29, 2023

Following the expansion of the partnership, the pair will offer solutions and services to non-US resident investors who invest through US intermediaries. Investors in the US offshore market will be able to access Candriam’s existing UCITS funds that cover US high yield corporate bonds, emerging market equity and debt, and thematic strategies.

Investment 64

Investment Investors Asset Management Sale 64

Sica Fletcher

MAY 13, 2024

Q1 2024 Agency and Broker Buyer Index Reveals a Dynamic Landscape for Insurance M&A NEW YORK, NY - May 13, 2024 - Sica | Fletcher releases the Q1 2024 Agency & Broker Buyer Index. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

How2Exit

DECEMBER 18, 2023

Bakari did classes at top business schools and built a network of business brokers and investment bankers to source deals. rn The importance of deal sourcing and building a network of business brokers and investment bankers. rn "The rejection that I got from the search fund community and the search fund investors at that time.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 6, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Sica Fletcher

AUGUST 5, 2024

YTD June 2024 Agency and Broker Buyer Index Shows a Steady Rise for M&As NEW YORK, NY – August 5, 2024 - Sica | Fletcher releases the Q2 2024 Agency & Broker Buyer Index. Private Equity-backed buyers maintain a dominant position in M&A activity, accounting for 87% of YTD June 2024 Index transactions.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

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

How2Exit

APRIL 4, 2023

This is especially true for larger transactions, such as those involving private equity. Private equity firms get their money from investors, and when interest rates are high, they have to lower the multiple they pay in order to get the same return they did when interest rates were lower.

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Business Management Negotiation Sale 130

The TRADE

JULY 6, 2023

Retail traders typically follow equity performance closely – a trend dating back to 2021. According to Liquidnet’s review, pressure put on equities throughout the course of this year has presented retail traders with a number of “valleys” that offer large percentage gains on specific stocks. billion worth of purchasing.

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Retail Portfolio Management Equities Broker 64

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. Convertible bonds are a hybrid of bonds and equities.

Asset Management 64

Asset Management Portfolio Management Business Management 64

Sun Acquisitions

SEPTEMBER 20, 2024

Mezzanine Financing: Mezzanine financing sits between equity and debt in the capital structure and is often used to fund M&A transactions. Mezzanine lenders provide capital in exchange for a combination of interest payments and an equity stake in the target company.

Economics 59

Economics M&A Finance Finance 59