How2Exit

MARCH 15, 2023

He interviewed a few brokers and went with the one he thought was the best match. This pushed him to become a business broker himself, so he could treat clients better and build a better brokerage. Zoran is now a successful business broker and has been for over 18 years. With hard work and dedication, anything is possible.

Broker 130

Broker Business Book-building 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. Clear Street has hired a team of investment bankers to build out the investment banking and advisory offering.

Investment Banking 64

Investment Banking Broker Bank Banking 64

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.

Broker 64

Broker Trading Equities Collaboration 64

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.

Broker 59

Broker Collaboration Trading Equities 59

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.

Broker 110

Broker Investment 110

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.

Broker 64

Broker Retail Trading Portfolio 64

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.

Investment Banking 130

Investment Banking Bank Banking Investment 130

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.

Investment 106

Investment Financial Market Public Trading Broker 106

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.

Broker 130

Broker Business Sale IT 130

The TRADE

MARCH 6, 2024

European retail brokers are expected to target growth in institutional markets alongside expanding into listed derivatives if restrictions on contract for difference (CFD) markets continue to gain traction, a study by Acuiti in partnership with ION has found.

Broker 69

Broker Retail Trading Proprietary Trading 69

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.

Broker 52

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.

M&A 52

M&A Broker Sale Valuation 52

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.

Investment Banking 111

Investment Banking Mergers Bank Banking 111

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.

Broker 59

Broker Accountant Negotiation Financial Transaction 59

Sun Acquisitions

APRIL 29, 2025

However, to ensure that M&A deals are successful, measuring their return on investment (ROI) is essential. It is calculated by dividing the net profit from the investment by the initial investment. It calculates the discount rate at which the net present value of the investment’s cash flows equals zero.

M&A 65

M&A Mergers and Acquisitions Profitability Investment 65

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.

M&A 130

M&A Acquisitions Broker Mergers and Acquisitions 130

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

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.

Trading 69

Trading Investment Electronics Government 69

The TRADE

APRIL 29, 2025

Many buy-side traders use broker sales traders to offer guidance on these options, and for more than 60% of them, performance and minimising market impact are the driving force in the decision-making process. Buy-side traders value the expertise and risk management capabilities of high-touch sales traders.

Equities 52

Equities Trading Stock Electronics 52

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.

Acquisitions 130

Acquisitions Mergers and Acquisitions Business Education 130

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.

Sale 105

Sale Equities Asset Management Capital 105

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.

Middle Market 52

Middle Market Investment Banking M&A Bank 52

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.

Private Equity 147

Private Equity Equities Debt Investment 147

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.

Investment 64

Investment Investors Asset Management Sale 64

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.

Sale 130

Sale Business Mergers and Acquisitions M&A 130

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.

Management 64

Management Investment Asset Management Investment Manager 64

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.

Capital 130

Capital Investors Investment Broker 130

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.

Investment 69

Investment Trading Management Broker 69

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.

Book-building 111

Book-building Equities Trading Investment Banking 111

Global Newswire by Notified: M&A

MARCH 11, 2025

SAN DIEGO, March 11, 2025 (GLOBE NEWSWIRE) -- LPL Financial LLC (NASDAQ: LPLA) today announced it has closed its acquisition of the wealth business of The Investment Center, Inc., a broker-dealer and registered investment adviser based in Bedminster, N.J.

Investment 40

Investment Acquisitions Broker Business 40

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.

Middle Market 52

Middle Market Investment Banking M&A Bank 52

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.

Investment Banking 52

Investment Banking M&A Middle Market Bank 52

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.

Profitability 59

Profitability Equities Business Acquisitions 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.

Investment 52

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.

Funds 114

Funds Trading Broker Consulting 114