Viking Mergers & Acquisitions

MAY 9, 2023

Reed Kelly’s journey from a small town in Tennessee to a Senior Advisor at Viking M&A is an inspiring one. He has navigated various challenges and changes in his career and emerged as a successful leader in the financial services and M&A industry. After college, Reed began his career as a Financial Advisor.

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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

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Sica Fletcher

AUGUST 6, 2024

To begin, we need to start with a few definitions: Investment Banks: We use the colloquial meaning of “investment banks,” which often includes M&A advisory firms and other financial services firms that facilitate the growth and sale of insurance agencies around a possible sale.

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The TRADE

AUGUST 2, 2024

The joint venture is set to play into a much wider theme of consolidation seen across the street in recent years as many firms look to grow inorganically or cope with rising costs via the M&A route. billion, and Deutsche Bank agreeing to acquire institutional broker Numis in a £410 million deal.

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The TRADE

JANUARY 3, 2024

The service provider landscape for outsourced trading is made up of an eclectic mix of firms. Boutique independents and the largest financial services providers co-exist in this burgeoning space which has some elements of comradery and others of fierce rivalry. Will we see more M&A?

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Cooley M&A

DECEMBER 3, 2019

Aon estimates that over 45% of all private M&A transactions in North America had R&W insurance in 2018. [2]. 3] Based on our own experience, for the first time, both strategic and financial parties in almost every deal over $30 million are at least considering the use of R&W insurance. Advantages.

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Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. The software landscape is dynamic, and strategic buyers are continuously seeking new and innovative ways to gain a competitive edge.

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The TRADE

JULY 24, 2023

Werner Eppacher has spent the entirety of his two-decade financial career with German asset manager DWS Group, catching his first glimpse of a trading floor as an intern for Deutsche Bank in 2003. “A But Eppacher began to notice a distance between himself and the day-to-day action of what was happening in the markets. You had the gilt crisis.

Trading 52

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The TRADE

DECEMBER 21, 2023

One of the greatest revelations across the financial services sector (and beyond) was that mantra of ‘we don’t have to do things the way we used to’ as office hours turned to hybrid work-from-home setups and video conferencing and instant messaging became the norm. It’s no longer all or nothing. It’s no longer relinquishing control.

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The TRADE

APRIL 14, 2025

We look forward to working with the OSTTRA team and leveraging our experience in the tech-enabled and financial services sectors to help the company further innovate and drive value for its customers. The firm offers post-trade services across: interest rates, FX, credit and equity asset classes. The deal is valued at $3.1

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