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. Clear Street has hired a team of investment bankers to build out the investment banking and advisory offering.

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Investment Banking Broker Banking Bank 62

The TRADE

MAY 22, 2024

Cboe Europe Derivatives (CEDX) has welcomed Interactive Brokers as a participant, providing its clients with access to CEDX’s equity index derivatives and equity options this quarter. The post Interactive Brokers joins Cboe Europe Derivatives as new trading participant appeared first on The TRADE.

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Broker Trading Equities Collaboration 62

The TRADE

JULY 10, 2024

Interactive Brokers is set to provide HSBC with a new trading solution aimed at providing comprehensive, single platform to trade assets in the UAE. The post Interactive Brokers and HSBC collaborate on single platform trading solution appeared first on The TRADE.

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Broker Collaboration Trading Equities 57

CNBC: Investing

OCTOBER 15, 2024

Kalshi and Interactive Brokers are building out markets for the U.S. presidential race with three weeks to go before election day.

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Broker Investment 112

OfficeHours

OCTOBER 11, 2023

We cover topics like private equity, investment banking, switching careers, and how to grow in your job. 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.

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Investment Banking Banking Bank Investment 130

The TRADE

NOVEMBER 28, 2023

Interactive Brokers has become the first SFC-licensed securities broker to receive approval to allow retail clients to trade cryptocurrencies in Hong Kong. Eligible clients of Interactive Brokers Hong Kong trading cryptocurrencies will now be able to transact and manage their portfolio through a single platform with a unified view.

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The TRADE

DECEMBER 6, 2023

During a panel hosted by the Association for Financial Markets in Europe (AFME), panellists explored existing developments on investment research in the EU and the UK as part of the respective EU Listing Act and the UK Investment Research Review.

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Investment Financial Market Public Trading Broker 104

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

How2Exit

JUNE 10, 2024

E221: Michael Mufson Discusses Investment Banking and Business Exit Strategies - Watch Here About the Guest(s): Michael Mufson is a seasoned investment banker with a distinguished career spanning over several decades. Talk to a lot of investment bankers and understand the rules of the road when you're going out to sell your business."

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Investment Banking Business Investment Banking 100

Sica Fletcher

JUNE 11, 2024

The following report contains our projections for Q3 2024 insurance broker valuation multiples. Insurance Broker Valuation Multiples: Q3 2024 Projections Using these numbers as a baseline, let’s examine the insurance industry more closely to identify influential factors behind its specific changes.

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Broker Insurance Valuation S&P 52

CNBC: Investing

JULY 13, 2023

Investors' move to reallocate toward fixed income can boost shares of certain asset managers and brokers.

Asset Management 98

Asset Management Broker Investors Shares 98

GillAgency

MAY 19, 2024

Whether you’ll pay a retainer to a broker or an M&A advisor largely depends on the specific agreement you reach with them. Brokers typically work on a commission basis, earning a percentage of the final sale price once the transaction is completed. We at GillAgency, as M&A Advisors, do not charge any retainer.

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M&A Broker Sale Valuation 52

Sun Acquisitions

FEBRUARY 23, 2024

Financial transactions, whether buying a business , selling a property, or investing in a venture, can be complex and riddled with potential pitfalls. Accountants, lawyers, and brokers are pivotal in helping buyers and sellers make informed decisions that safeguard their economic interests.

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Broker Accountant Negotiation Financial Transaction 59

The TRADE

JANUARY 16, 2024

Panmure Gordon and Liberum are set to merge to create the UK’s largest independent investment bank, with ex-Barclays executive Rich Ricci stepping into the chief executive role of the combined entity. The deal comes just three months after Deutsche Bank completed the acquisition of institutional broker Numis for £410 million.

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Investment Banking Mergers Banking Bank 109

Lake Country Advisors

FEBRUARY 25, 2024

In this intricate arena, the expertise of business brokers and M&A advisors is not just valuable — it’s often a crucial determinant of success. Specializing in the sale and purchase of small to medium-sized businesses, business brokers play a pivotal role alongside M&A advisors, who navigate larger and more complex transactions.

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Broker M&A Business Mergers and Acquisitions 52

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 9, 2024

Citi has made a strategic minority investment in Greenwich-based fintech, Cicada Technologies (CT), to facilitate institutional e-trading of Mexican government bonds. Citi’s Markets Strategic Investments unit handled the investment, with Citi set to act as a liquidity provider for the trading platform.

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Trading Investment Electronics Government 67

How2Exit

MARCH 19, 2023

Carrick went to work for a Wall Street brokerage firm and managed money for clients as a stock broker. He became the family office for some ultra-high net-worth families and his service offering was writing investment policy statements. Carrick studied philosophy and psychology and his father sold the business his senior year.

Business 130

Business Broker Mergers and Acquisitions IT 130

How2Exit

DECEMBER 11, 2023

rn Visit [link] rn _ rn About The Guest(s): rn Devin Craig is an acquisition entrepreneur and broker with Peterson Acquisitions. rn Summary: rn Devin Craig, an acquisition entrepreneur and broker with Peterson Acquisitions, shares his journey into the world of mergers and acquisitions.

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Acquisitions Mergers and Acquisitions Business Education 130

Focus Investment Banking

JULY 25, 2024

Washington, DC, (July 25, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services is honored to again be named among the Top 25 Lower Middle Market Investment Banks of Q2 2024 by Axial.

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Middle Market Investment Banking M&A Banking 52

Focus Investment Banking

APRIL 26, 2024

Washington, DC, (April 26, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services is honored to be named among the Top 25 Lower Middle Market Investment Banks of Q1 2024 by Axial.

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Middle Market Investment Banking M&A Banking 52

The TRADE

JANUARY 23, 2024

His appointment comes as GTN continues its expansion efforts to build a comprehensive electronic trading and investment platform. GTN serves brokers, banks, asset managers, and fintech clients. Last March, GTN tapped Saxo Bank for its new chief executive of Americas , with the appointment of Eric Krueger.

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Sale Equities Asset Management Capital 104

OfficeHours

JUNE 6, 2023

Private equity is an investment asset class that has gained significant prominence and popularity in recent decades. It has become a preferred choice for investors seeking attractive returns and diversification from traditional investment options such as stocks and bonds.

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Private Equity Equities Debt Investment 147

How2Exit

OCTOBER 13, 2024

Importance of Preparation: Business owners should invest in exit planning and business preparation to maximize value and ensure smooth transactions. Having a written investment policy statement around your wealth… you should have that same thing when planning to sell your business." Proper valuation and advisory are essential.

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Sale Business Mergers and Acquisitions M&A 130

How2Exit

APRIL 10, 2023

To do this, they work with registered broker-dealers that are legally able to raise money on behalf of companies. They also partner with other broker-dealers in the United States and have a chaperone broker-dealer arrangement which allows foreign broker-dealers to have oversight of American broker-dealers when working in the US.

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The TRADE

JUNE 29, 2023

Specialist multi-asset manager Candriam and its parent company New York Life Investments have expanded their partnership to grow their remit in the US offshore market. Following the expansion of the partnership, the pair will offer solutions and services to non-US resident investors who invest through US intermediaries.

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Investment Investors Asset Management Sale 62

The TRADE

DECEMBER 12, 2023

Deutsche Börse Group subsidiary SimCorp and infrastructure and technology provider for digital assets, Alloy, have entered a strategic partnership to assist SimCorp clients with managing digital asset investments. The post SimCorp and Alloy partner to improve management of digital asset investments for clients appeared first on The TRADE.

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Management Investment Asset Management Investment Manager 62

The TRADE

SEPTEMBER 28, 2023

As the global foreign exchange market evolves and desks aim to enhance trade execution, data and workflow management have become the cornerstone of investments aimed at reaching this goal, says Coalition Greenwich. Investments are being made with efficiency in mind, with ambitious targets set out across the market.

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Investment Trading Management Broker 67

The TRADE

MAY 14, 2024

Nasdaq Ventures invested in BMLL in its Series B round which took place in Q4 2022. The offering allows investment banks and brokers to identify addressable liquidity to enhance data and analytics processes and add value across research, algo optimisation, trading analytics and risk parameters.

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Book-building Equities Trading Investment Banking 109

Focus Investment Banking

JUNE 21, 2024

Washington, DC, (June 21, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the industrials sector. For more information, visit www.focusbankers.com.

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Investment Banking M&A Middle Market Banking 52

Focus Investment Banking

MARCH 19, 2024

Washington, DC, (March 19, 2024) – FOCUS Investment Banking (“FOCUS”), a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, has been recognized as a leading M&A advisor in the technology services industry by Axial, the trusted deal platform serving the lower middle market.

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Investment Banking M&A Banking Bank 52

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

Sun Acquisitions

NOVEMBER 18, 2024

The Synergy of Cultures Effective cultural integration, however, can unlock a wealth of benefits: Enhanced Employee Engagement: When employees feel valued and heard, they become more engaged and invested in the success of the merged company.

M&A 59

M&A Mergers and Acquisitions Collaboration Mergers 59

Sun Acquisitions

MARCH 8, 2024

Equity investment, when done strategically, not only provides the capital needed for acquisitions but also brings valuable expertise, networks, and resources to the table. This article will explore the art of selecting the right equity partners for your business vision and how partnering can lead to profitable investments.

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Profitability Equities Acquisitions Business 59

Razorpay

SEPTEMBER 16, 2024

Mutual funds have emerged as one of the most popular and accessible investment choices for retail investors in India. In this blog, we will explore essential best practices that can help merchants safeguard their clients’ investments and ensure a secure trading environment. 10 Best Practices to Safeguard Against Fraud 1.

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Investment Funds Accountant Investors 52

The TRADE

JUNE 26, 2024

This comes as no surprise as algorithmic trading frequently involves proprietary strategies that are developed with large investments in research and technology. This segment saw the largest annual shift, increasing by 38 basis points since last year.

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Funds Trading Broker Consulting 112

Lake Country Advisors

OCTOBER 31, 2024

A local business broker can be invaluable in identifying opportunities, assessing the business’s financial health, and negotiating on your behalf to ensure a smooth transaction. This guide will help you navigate the process and make informed decisions to protect your investment.

Business 52

Business Profitability Debt Shares 52