Mergers and Inquisitions

MARCH 8, 2023

If you want to work in the most cyclical role in the finance industry, it’s hard to beat commodity hedge funds. Many of the largest hedge funds put commodity trading within their global macro strategies , but plenty of smaller funds, banks, and desks make it a separate category or focus on commodities within their macro strategies.

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Funds Finance Finance Trading 119

The TRADE

SEPTEMBER 13, 2024

StoneX has moved to increase its remit and geographical reach through the acquisition of fixed income broker Octo Finances SA. Fixed income broker Octo Finances is in Paris. The post StoneX to acquire fixed income broker Octo Finances appeared first on The TRADE.

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Broker Finance Finance Debt Capital Markets 52

Growth Business

AUGUST 7, 2023

Access to funding is often a key component in transforming an idea into a reality, particularly in sectors where initial start-up costs may be high. The different stages of a small business To ascertain what kind of funding you need and where you can get it from, it’s important to identify which stage your small business is at.

Funds 94

Funds Finance Finance Business 94

IBG

JANUARY 9, 2023

Good News for M&A Brokers: Congress Passes a New Securities Registration Exemption for Merger and Acquisition Brokers. A new federal exemption that Congress passed during its December 2022 lame-duck session provided a welcome holiday surprise for M&A Brokers and other business sale professionals. Johnson , M&AMI.

Mergers and Acquisitions 52

Mergers and Acquisitions Broker M&A Securities 52

Bronte Capital

NOVEMBER 12, 2022

A long time ago I wrote a blog post about rehypothecation with brokers. In some sense crypto provides fast-track learning as to why we have banking and broker regulation in the first place. The US had huge problems with broker-dealers in the 1930s. It is - unsurprisingly - relevant again.

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Broker Finance Accountant Finance 100

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 this year, Clear Street completed the second tranche of its $435 millions Series B funding round , valuing the company at $2 billion.

Investment Banking 62

Investment Banking Broker Banking Bank 62

The TRADE

APRIL 3, 2024

Société Générale has become the first prime broker to tap DTCC’s CTM’s new automated tri-party trade matching workflow as the industry prepares for the heightened focus on meeting global accelerated settlement requirements. Right from the start we were excited to be part of the initiative.

Trading 67

Trading Broker Funds Management 67

The TRADE

MAY 31, 2023

Interest rates have had a major impact on funding costs (irregular settlement cycles, overnight funding rates) and we’ve seen a compression of commissions – increase in algorithm usage. And finally brokers – in terms of evaluating which brokers are providing us with the tools we require.

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Broker Trading Funds Equities 104

The TRADE

JUNE 13, 2023

million funding round aimed at expediating the development of FIA Tech’s Trade Data Network (TDN) initiative. According to the business, the initial rollout “is focused on allocations processing and trade confirmations, with trade lifecycle transparency across the multiple brokers and the clearinghouse on each trade”.

Funds 57

Funds Banking Bank Broker 57

How2Exit

MAY 16, 2023

By cutting costs, businesses can free up funds for special projects or to invest in new markets. It is important to understand that brokers may not always be the best option, as many businesses listed by brokers never sell. Broker bidding wars occur when multiple brokers are competing to get the highest price for a business.

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M&A Acquisitions Broker Mergers and Acquisitions 130

The TRADE

MAY 14, 2024

Nasdaq’s Nordic and Baltic equity offering, QuoteView, will be made available through Nasdaq Data Link this month, covering primary venues and MTFs in the region across equities, mutual funds and ETFs. The offering, which is powered by BMLL, provides T+1 consolidated best bid and offer (CBBO) data for Nordic and Baltic equity markets.

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Book-building Equities Trading Investment Banking 109

The TRADE

SEPTEMBER 19, 2024

Historically market structure in foreign exchange (FX) has lent itself to ISDA-based, direct bilateral trading, meaning buy-side firms – in particular real money firms who don’t have the capabilities to use a prime broker model – are often locked into these relationships with banks based on credit lines.

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Broker Trading Banking Bank 104

CNBC: Investing

FEBRUARY 20, 2025

Several hidden gems gained popularity among the smart-money community last quarter, including insurance broker Arthur J. Gallagher.

Insurance 51

Insurance Broker Stock Funds 51

OfficeHours

JUNE 6, 2023

The goal is to support the development and expansion of innovative companies that may lack access to traditional funding sources. These investments are typically made in companies that are seeking capital to fund expansion, acquisitions, or other strategic initiatives.

Private Equity 147

Private Equity Equities Debt Investment 147

Business Standard - FInance

JUNE 8, 2023

Sebi has been planning to direct brokers and mutual funds to limit the use of financial influencers to curb the spread of financial advice via social media advertising and marketing campaigns. Social media influencers peddle personal views or those paying them on financial markets or stocks.

Media 98

Media Financial Market Broker Banking 98

The TRADE

DECEMBER 28, 2023

Eric Huttman, chief executive, MillTechFX Despite the relative calming of FX volatility compared to 2022, the management of currency risk was still a top priority for fund managers throughout 2023. Our Whether volatility will significantly increase again in 2024 is somewhat beside the point.

Trading 109

Trading Funds Risk Management Management 109

How2Exit

JULY 8, 2024

His journey spans from co-founding a venture capital-funded startup to working closely with private equity firms as an independent sponsor. Ownership Models : Insights on weighing the benefits of self-funded searches versus structured programs like search funds, particularly focusing on control and long-term returns.

IT 130

IT Mergers and Acquisitions Acquisitions Funds 130

American Banker - Investment Banking

OCTOBER 12, 2023

After Archegos' collapse, Nomura had lost almost $3 billion, one of the biggest losses in the history of the prime-broker industry that caters to investment funds.

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Broker Funds Investment Investment Banking 59

How2Exit

DECEMBER 18, 2023

He discovered the concept of leveraged buyouts and realized that he could buy an existing business and use bank financing to fund the acquisition. Bakari did classes at top business schools and built a network of business brokers and investment bankers to source deals. rn "I actually don't put up a lot of money.

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Mergers and Acquisitions Mergers Acquisitions M&A 130

How2Exit

MARCH 3, 2024

Kevin is also the co-founder of Fruition Capital, a fund that aims to help entrepreneurs in the search and acquisition process by providing capital and resources. Additionally, Kevin discusses his role in Fruition Capital and how the fund aims to support entrepreneurs in raising capital for their deals.

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Capital Business Acquisitions Funds 130

Viking Mergers & Acquisitions

MAY 25, 2023

Find a Dependable Broker Advisor When selling a small business, a good business advisor is your ally from valuation to closing. When evaluating a broker or M&A advisor, you’ll want to look at their reputation, standing in the industry, and sales track record. Confidentiality is critical when selling a small business.

Business 98

Business Broker Mergers and Acquisitions Sale 98

Sun Acquisitions

NOVEMBER 7, 2022

The PPP lender has received their funds as stated in the PPP Note from the SBA. This escrow fund is controlled by the SBA lender and they’ll have direct access to the money during the processing of your loan forgiveness. What happens in the case where you don’t have enough funds to place into an escrow account? The PPP Loan.

Business 98

Business Mergers and Acquisitions Sale Debt 98

The TRADE

NOVEMBER 25, 2024

“We are excited to build out this new clearing eco- system in collaboration with market participants and are already in advanced discussions with a wide variety of firms, including banks, asset managers, broker-dealers, and agent lenders – representing beneficial owners like pension funds and UCITS – to help ensure a smooth launch in the (..)

Finance 67

Finance Finance Securities Trading 67

The TRADE

OCTOBER 18, 2024

But the headwinds have subsided, and the tailwinds have finally arrived in the form of new fund launches, a rise in allocations and increasing returns for funds, not to mention the continuing emergence of multi-strategy hedge funds. That’s adding a level of interest in the sector again by allocators. billion in 2023.

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Funds Broker Banking Bank 67

The TRADE

OCTOBER 2, 2023

With this integration, TS Imagine users will now be able to: calculate margin requirements, optimise collateral usage in derivatives markets, analyse drivers and movement in margin exposure, reduce initial margin levels, and maximise margin efficiency.

Funds 62

Funds Shares Risk Management Trading 62

Mergers and Inquisitions

JULY 26, 2023

A long time ago, hardly anyone knew about search funds or search fund internships. 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.

Private Equity 52

Private Equity Investment Banking Funds Equities 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.

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Broker Financial Institution Trading Investment Manager 62

The TRADE

OCTOBER 4, 2023

Before this extension, the Atlantis settlement platform facilitated brokerage payments from clearing brokers to executing brokers. The first buy-side participant on Atlantis has been confirmed to be a multi-strategy, multi-billion dollar hedge fund.

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Broker Trading Management Funds 62

The TRADE

OCTOBER 25, 2023

Named Universal FX, the platform supports BNY Mellon clients across all market segments, including investment managers, corporates, hedge funds and wealth managers. BNY Mellon has launched a new foreign exchange (FX) platform, meeting client demands to manage execution across their entire portfolio and access improved price transparency.

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Management Financial Institution Portfolio Investment Manager 108

The TRADE

JULY 19, 2023

Acuiti’s research – commissioned by MIAX – included responses from senior executives across 94 proprietary trading firms, hedge funds, banks and interdealer brokers, as well as the main futures commission merchants ( FCM ) that serve the derivatives market.

Trading 98

Trading Proprietary Trading Funds Broker 98

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

The TRADE

JUNE 4, 2024

Subject to conditions, the amendments also permit broker-dealers to include customer margin required and on deposit at a clearing agency in the US Treasury market as a debit in the customer reserve formula. The amendments also require covered clearing agencies to separately collect and calculate margin for house and customer transactions.

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Broker Financial Institution Risk Management Capital Market 103

Razorpay

SEPTEMBER 16, 2024

Mutual funds have emerged as one of the most popular and accessible investment choices for retail investors in India. lakh crore, reflecting the growing trust and confidence investors have in mutual funds as a key avenue for financial growth. Fast forward to August 2024, and the AUM has now surged to an impressive Rs 66.70

Investment 52

Investment Funds Accountant Investors 52

OfficeHours

OCTOBER 11, 2023

OfficeHours is an online platform that provides 1-on-1 coaching, training, and advice to help you land a job in competitive finance careers including investment banking, private equity, growth equity, venture capital, and hedge funds. Got an offer Waiting game Going to recruit later What makes you most nervous about recruiting?

Investment Banking 130

Investment Banking Banking Bank Investment 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. However, the interest rate environment and strategic acquisitions are causing a slight slowdown for a few platforms.

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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. However, the interest rate environment and strategic acquisitions are causing a slight slowdown for a few platforms.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52

Growth Business

JANUARY 15, 2024

. #4 – Loadsure Loadsure is a freight insurance platform that allows retail brokers to offer single shipment cover in 40 seconds or less. million) in Series A funding in 2022. #5 in funding in November 2023. #8 In 2021, it raised £400,000 in pre-seed funding. #10 The startup was founded in 2022 and raised £1.5m

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Insurance Funds Business IT 104