Sun Acquisitions

MARCH 8, 2024

In business acquisitions , the right equity partner can be the key to unlocking growth, innovation, and success opportunities. Equity investment, when done strategically, not only provides the capital needed for acquisitions but also brings valuable expertise, networks, and resources to the table.

Profitability 59

Profitability Equities Business Acquisitions 59

Sun Acquisitions

DECEMBER 16, 2024

For example, a renewable energy company looking to expand its portfolio might acquire a startup specializing in geothermal energy. Rise of Sustainability-focused Private Equity: Private equity firms increasingly seek to invest in companies with strong sustainability credentials.

M&A 59

M&A Mergers and Acquisitions Collaboration Private Equity 59

Lake Country Advisors

MAY 9, 2025

Engaging local business brokers or specialized brokers for manufacturing or construction adds targeted expertise, while having the right advisors streamlines decision-making and overcomes potential hurdles. Comparing your operation to both enterprise-level organizations and smaller firms reveals insights to guide a successful sale.

Middle Market 52

Middle Market Business Broker Sale 52

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

APRIL 5, 2024

As part of the deal two Rothschild portfolio managers – Cristina Jarrin and Mikael Dauvert – will move to Ellipsis AM. Ellipsis AM’s convertible team currently comprises of four portfolio managers, with each one performing the role of trader alongside acting as portfolio manager.

Asset Management 64

Asset Management Portfolio Management Business Management 64

How2Exit

MARCH 19, 2023

Carrick went to work for a Wall Street brokerage firm and managed money for clients as a stock broker. This is why it is important to work with a broker or financial advisor who can help you understand the true value of your business and set realistic expectations. This is known as the micro private equity space.

Business 130

Business Broker Mergers and Acquisitions IT 130

The TRADE

JULY 1, 2024

Former head of market structure and liquidity solutions at broker dealer Kepler Cheuvreux Byron Griffin is set to join Franco-German financial services firm ODDO BHF. Griffin left Kepler in May after over eight years with the broker dealer. Jefferies appointed Peter Johansson as an equity sales trader.

Bank 64

Bank Banking Sale Trading 64

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

NOVEMBER 3, 2023

Almost two thirds (63%) of buy-side equity market participants believe outsourced desks would result in improved execution quality and trade performance when trading across regions, according to new research from Coalition Greenwich.

Trading 115

Trading Portfolio Management Asset Management Financial Services 115

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.

Retail 64

Retail Portfolio Management Equities Broker 64

The TRADE

MAY 20, 2024

Kepler Cheuvreux’s head of market structure and liquidity solutions has left the broker dealer, The TRADE can reveal. He joined the broker dealer in 2016 as its head of portfolio and electronic sales trading, later assuming his most recent role as head of market structure and liquidity solutions in 2022.

Broker 52

Broker Trading Electronics Sale 52

The TRADE

JUNE 26, 2024

Former head of market structure and liquidity solutions at broker dealer Kepler Cheuvreux Byron Griffin is set to join Franco-German financial services firm ODDO BHF, The TRADE can reveal. Griffin left Kepler in May after over eight years with the broker dealer. He joins as head of execution sales and microstructure.

Broker 52

Broker Trading Sale Financial Services 52

The TRADE

MAY 15, 2024

BNY Mellon has today announced the integration of Global Markets Trading (GMT), which will combine the firm’s capabilities in foreign exchange, fixed income, equities and capital markets to provide full-service client provisions.

Trading 69

Trading Asset Management Capital Market Broker 69

The TRADE

AUGUST 7, 2024

Offered through its Integrated Trading Solutions (ITS) platform, Northern Trust will provide services across equities, fixed income and exchange traded derivatives, with coverage from multiple trading locations. Northern Trust has been selected by UK-based wealth management firm True Potential to provide outsourced trading services.

Trading 64

Trading Broker Management Portfolio 64

The TRADE

OCTOBER 2, 2023

Webster also joins from Credit Suisse where she had previously spent 18 years, first as a pan European equity cash trader and later in a sales and trading role also within the AES division. Balyasny Asset Management appointed Harrison Chesterton as associate director within its equity finance trading division.

Asset Management 64

Asset Management Management Sale Capital Market 64

The TRADE

JUNE 29, 2023

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. Candriam’s European trading desks will cover the US offshore market from the Bloc.

Investment 64

Investment Investors Asset Management Sale 64

The TRADE

JULY 3, 2023

Before that, he spent almost 10 years at Deutsche Bank, where his roles included global co-head of electronic equities and head of eFX spot quant trading. New York-based independent prime broker Clear Street hired a team of investment bankers to build out its new investment banking and advisory offering. His next role is unconfirmed.

Trading 64

Trading Investment Banking Bank Banking 64

The TRADE

JANUARY 17, 2024

As a trader, I think it is critical to build strong relationships with portfolio managers, brokers and various internal teams, and this is something I look forward to and enjoy on a daily basis. For over three years, I only traded equities, so moving to a role where I would be trading multi-asset was attractive.

Trading 111

Trading Portfolio Management Management Broker 111

The TRADE

FEBRUARY 6, 2024

Order and execution management platform, Adroit Trading Technologies, has raised $15 million in its series A funding round led by specialised growth equity firm, Centana Growth Partners, with the capital set to be used to accelerate the business’ growth. It services the likes of Invesco.

Trading 59

Trading Capital Broker Portfolio Management 59

Mergers and Inquisitions

JULY 26, 2023

But over the years, they morphed into a well-known topic and then a commonly derided topic – as many people argue that search fund experience is worthless, while others claim it’s “just as good” as working in banking or private equity. Its “portfolio” consists of that single company, assuming it finds and acquires one.

Private Equity 52

Private Equity Investment Banking Funds Equities 52

The TRADE

JANUARY 24, 2024

“On our systematic side, we have adaptive algorithms that are identified in our EMS and routed to multiple venues to achieve the optimal outcome,” notes Samuel Henderson, EMEA equities head trader at Invesco. Typically, as volatility increases, liquidity decreases, resulting in an increase in impact.

Trading 128

Trading Electronics Portfolio Management Broker 128

The TRADE

DECEMBER 28, 2023

 Institutional investors are increasingly diversifying their portfolios with a range of crypto assets, including Bitcoin, Ethereum, and other more established cryptocurrencies. In this context, Bitcoin has proven to offer significantly greater diversification compared to other asset classes.

Trading 121

Trading Investors Valuation Broker 121

The TRADE

OCTOBER 10, 2024

This platform aims to offer our clients deeper insights into the efficiency and cost-effectiveness of their trades, provide a complete feedback loop (including pre- and post-trade analysis), and support the decision-making process for portfolio managers. What are the pros and cons of building in-house versus using a third-party provider?

Trading 59

Trading Portfolio Management Portfolio Management 59

The TRADE

JULY 4, 2024

Avelacom has expanded its low latency solution portfolio through enabling access to the Brazil Stock Exchange (B3), providing clients a direct market access port to B3’s matching engine. Through RCB’s connectivity method, Avelacom has gained access to all of B3’s markets, including equities, derivatives, digital assets, and OTC.

Stock 64

Stock Trading Proprietary Trading Capital Market 64

The TRADE

SEPTEMBER 11, 2023

Chalkley brings more than three decades worth of financial services to the role, in both portfolio management and rates sales. His most recent role at the inter-dealer broker was as a cross asset sales trader, having spent seven years with the business. RBC appointed Guy Chalkley as managing director, UK flow rates sales.

Sale 64

Sale Management Trading Portfolio Management 64

The TRADE

OCTOBER 18, 2024

Meanwhile, with regards to equities, revenue deriving from prime brokerage compared to trading shifted from a 30% versus 70% ratio a decade ago, to 40% to 60% in 2023. Data from Convergence tracking the top 25 prime brokers showed their market share grew from 83.3% billion in 2023. in April 2023, to 92% in 2024.

Funds 69

Funds Broker Bank Banking 69

Sica Fletcher

APRIL 17, 2020

We are all painfully aware of the impact the coronavirus pandemic has had on our investment and retirement portfolios. As a result, the top tier of these companies has had ready access not only to equity provided by PE firms, but also to highly inexpensive debt. In total, these four companies successfully borrowed $7.8

Debt 52

Debt Insurance M&A Broker 52

The TRADE

NOVEMBER 29, 2023

Armando Diaz, chief executive of PureStream The ATS claims to provider brokers and their institutional clients with improved bandwidth in order to access liquidity faster, more cost-effectively and with greater security. PureStream is exclusively available to broker dealers and does not connect directly with the buy-side.

Trading 64

Trading Retail Broker Electronics 64

Sun Acquisitions

FEBRUARY 6, 2023

MSP is a portfolio company of Persistence Capital Partners, the leading private equity fund exclusively focused on high-growth opportunities in the healthcare field. appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. Additional information on MSP is available at www.medspapartners.com.

Sale 52

Sale Acquisitions Mergers and Acquisitions Medical 52

Sun Acquisitions

FEBRUARY 14, 2024

Consider options such as raising capital through equity financing or securing a bank loan to fund your expansion plans. Diversification: Diversifying your business portfolio can be a prudent goal. Financial strategies involve leveraging existing assets as loan collateral or tapping into private equity partnerships to support this goal.

Acquisitions 59

Acquisitions Business Debt Finance 59

The TRADE

AUGUST 15, 2023

Trading, portfolio and risk management solutions provider TS Imagine has added CLSA’s AI-powered European algo suite to its list of certified brokers. TS Imagine’s TradeSmart features pre-certified connections to more than 250 listed brokers and venues, as well as broker algos.

Broker 40

Broker Trading Risk Management Investment Manager 40

Sun Acquisitions

SEPTEMBER 30, 2024

Intellectual Property Portfolio While tangible assets such as property and equipment are typically factored into valuation models, the value of your intellectual property (IP) portfolio is often underestimated. Conduct a comprehensive audit of your IP portfolio, highlighting its breadth, depth, and potential for future monetization.

Mergers and Acquisitions 59

Mergers and Acquisitions Valuation Mergers Acquisitions 59

The TRADE

OCTOBER 24, 2023

The pan-European central counterparty (CCP) has approval to clear cash equities, depositary receipts, ETFs, and equity derivatives (index futures and options). Its overall market share for cash equities clearing was 34% in the first half of 2023, an year-on-year increase from 2022.

Trading 59

Trading Risk Management Equities Management 59

The TRADE

OCTOBER 26, 2023

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. The trading team work closely in tandem with portfolio managers when preparing a strategy. Convertible bonds are a hybrid of bonds and equities.

Trading 98

Trading Asset Management Management Electronics 98

Sun Acquisitions

FEBRUARY 28, 2024

The business world is dynamic, and growth often requires expanding one’s portfolio through strategic acquisitions. Equity Financing Equity financing involves selling shares of your company to raise funds for the acquisition. It can be attractive if interest rates are low, and your cash flow can support the debt service.

Finance 59

Finance Finance Acquisitions Business 59

Francine Way

JULY 8, 2017

Many of these causes have their equivalences to the reasons behind the sale of a company (also known as a divestiture): Liquidity: As the equity holding period matured, investors (private equity funds behind companies) will look to sell. the house failed to increase in expected value), mature market (i.e. divorce, etc.).

M&A 130

M&A Acquisitions Sale Investment 130

The TRADE

SEPTEMBER 1, 2023

Speaking to The TRADE about this correlation between less predictable markets and a move towards volatility trading, Arik Reiss, former co-head of global equity derivatives research at Bank of America Merrill Lynch, stressed the fact that “volatility trading is more reliable in more variable conditions.”

Trading 59

Trading IT Equities Bank 59