Lake Country Advisors

OCTOBER 17, 2024

If you’re considering buying or selling a business, you’ve likely come across the term “business broker.” ” A business broker facilitates transactions as a middleman between sellers and buyers. Why Do You Need a Business Broker? One of their key responsibilities is finding qualified buyers.

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Sun Acquisitions

NOVEMBER 27, 2023

That’s where a professional business broker comes into play, acting as a valuable ally in navigating the intricate world of business transactions. In this blog post, we will explore a business broker’s indispensable role and highlight why you need their expertise when selling your business.

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Broker Business Negotiation Sale 72

The TRADE

JUNE 20, 2024

Over half (54%) of buy-side respondents say that getting proper coverage from their brokers is one of their biggest pain points in their daily equity trading workflow, a new report from Coalition Greenwich has found. A quarter said they prefer a one-touch/hybrid coverage model, while 26% said it depends on the broker.

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Broker Trading Equities Electronics 78

The TRADE

MARCH 5, 2024

When it comes to selecting an algo provider, ease of system use, reliability and quality of technical support was the top consideration for asset managers across both sides of the Channel in 2023 – 71% in the UK and 73% in Continental Europe – according to a Coalition Greenwich report.

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Broker IT Electronics Trading 121

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

Sun Acquisitions

FEBRUARY 23, 2024

Accountants, lawyers, and brokers are pivotal in helping buyers and sellers make informed decisions that safeguard their economic interests. Budgeting and Forecasting: They assist in creating post-acquisition budgets and forecasts , which are crucial for financial planning and risk management.

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Broker Accountant Negotiation Financial Transaction 59

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. Buyer perception has changed.

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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.

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Asset Management Broker Investors Shares 98

Global Banking & Finance

FEBRUARY 6, 2024

China’s exchanges restrict stock selling by some hedge funds SHANGHAI/BEIJING (Reuters) – China’s stock exchanges are restricting share selling by some hedge funds, four fund managers and a broker said, in the latest attempt to stabilise a market that has slumped to five-year lows.

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Funds Stock Broker Shares 104

The TRADE

NOVEMBER 20, 2023

Umair Khan Marwat joined Millennium as a trader, following almost two and a half years at Balyasny Asset Management. Hong Kong-based Marwat previously worked at Credit Suisse, focused on AES, algorithmic, and direct market access (DMA) trading, before joining Balyasny Asset Management in 2021 as a trader.

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Asset Management Management Trading Investment 64

The TRADE

AUGUST 2, 2024

BNP Paribas has entered into a definitive agreement to acquire 100% of AXA Investment Managers – representing around €850 million in assets under management – for just over €5 billion. The deal is set to include an agreement for BNP Paribas’ long term management of a large part of AXA’s assets. The post BNP Paribas to pay €5.1

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Asset Management Investment Manager Management Investment 59

How2Exit

APRIL 24, 2023

A small-town broker or attorney can be a valuable resource to help you navigate the complexities of the process. Concept 8: Brokers and ExitGuide.com Collaborate The collaboration between brokers and ExitGuide.com is an important one. The collaboration between brokers and ExitGuide.com is beneficial to both parties.

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M&A Business Broker Sale 130

H. Friedman Search

AUGUST 17, 2023

You will not be able to keep business-related secrets from the hiring manager. The Hiring Manager Will Go Digging. The process of dealing with them depends on who is representing you to the hiring manager. Here I am referring to bankruptcy, tax liens, or other more common violations I see on FINRA broker checks.

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Recruitment Management IT Shares 193

Global Banking & Finance

NOVEMBER 11, 2024

(Reuters) – Endeavor Group will sell its OpenBet and IMG Arena businesses to management-led group OB Global backed by Hollywood power broker Ari Emanuel for about $450 million, the sports and entertainment company said on Monday.

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Management Entertainment Broker Business 52

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. Alloy’s clients consist of a range of firms including family offices, hedge funds and listed asset managers.

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Management Investment Asset Management Investment Manager 64

How2Exit

MAY 16, 2023

This is known as “acqua-retiring” and it allows the retiring entrepreneur to still have a say in the business while allowing the new management team to take the reins. It is important to understand that brokers may not always be the best option, as many businesses listed by brokers never sell.

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M&A Acquisitions Broker Mergers and Acquisitions 130

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. The post Société Générale goes live on DTCC’s CTM tri-party trade matching workflow appeared first on The TRADE.

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Trading Broker Funds Management 69

The TRADE

JUNE 26, 2024

Elsewhere, on the asset management side, speaking to The TRADE earlier this year, Kendell James, multi-asset trader at Federated Hermes, labelled broker differentiation as the biggest roadblock when it comes to algo adoption. The survey is accessible here.

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Funds Trading Broker Consulting 114

How2Exit

MARCH 19, 2023

Ron Concept 1: Discipline And Planning Are Key Discipline and planning are key to success in any endeavor, and this is especially true when it comes to managing money. Carrick went to work for a Wall Street brokerage firm and managed money for clients as a stock broker.

Business 130

Business Broker Mergers and Acquisitions IT 130

How2Exit

APRIL 4, 2023

Jim is the managing partner for IBG, Fox and Fin and has been in the business of mergers and acquisitions for over 35 years. This means that it is important to make sure that the buyer is comfortable with the management team and that they will be able to work together in order to make sure that the sale is successful.

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Business Management Negotiation Sale 130

The TRADE

JANUARY 23, 2024

GTN serves brokers, banks, asset managers, and fintech clients. Throughout his career, UAE-based Darwish has also worked as sales trader at investment banks Credit Suisse and Commercial International Bank (CIB). Last March, GTN tapped Saxo Bank for its new chief executive of Americas , with the appointment of Eric Krueger.

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The TRADE

AUGUST 8, 2024

Rob Hocking Cboe currently offers securities-based VIX Index options, allowing investors to manage or gain exposure to broad US equity market volatility. Cboe Global Markets is set to launch options on Cboe Volatility Index (VIX) futures, with an expected date to commence trading on 14 October, subject to regulatory review.

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Trading Utilities Equities Management 116

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. We then need a new route.

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Broker Trading Bank Banking 105

The TRADE

OCTOBER 17, 2023

Broadridge Financial Solutions has launched a new solution designed to meet the needs of asset managers with high volume and/or high-touch orders. According to the firm, NYFIX Fill matching is the only platform that matches fills between brokers and asset managers in real-time. “As

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Trading Asset Management Broker Management 69

The TRADE

DECEMBER 29, 2023

Perpetual merges regional asset management businesses under one global umbrella At number two in our most read stories series, we have the announcement that Perpetual Group had merged its regional assets management businesses to form one global division in August.

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Asset Management Management Broker Trading 111

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 That goes for all markets, including FX swaps where it will be more important to manage short term interest rate risk.

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Trading Funds Risk Management Management 111

How2Exit

OCTOBER 13, 2024

Lane has owned and operated various businesses, including banks and wealth management firms. The Role of Advisors in Setting Expectations Many business brokers shy away from having tough conversations with business owners about what their companies are truly worth. And so pretty much anybody can be a business broker," Carrick observed.

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Sale Business Mergers and Acquisitions M&A 130

Sun Acquisitions

AUGUST 2, 2022

Sun Acquisitions is pleased to announce the closing of three Buy-Side campaigns in the last two months including an industrial pumps distributor, specialty electronics distributor, and a waste management firm. Larry Sanderman, Managing Director, led all these Buy-Side campaigns which produced numerous leads for our clients.

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Acquisitions Mergers and Acquisitions Advisory Middle Market 98

Sun Acquisitions

JULY 13, 2022

Since 1983, Larry’s has met the growing need for transportation solutions from ocean lines, brokers, importers, and freight forwarders. Matt Brunstrum, Senior Advisor of Sun Acquisitions, was the lead advisor and managed all aspects of this client engagement. Larry’s Cartage Co, Inc.

Sale 98

Sale Acquisitions Mergers and Acquisitions Transportation 98

The TRADE

JANUARY 17, 2024

According to Coalition Greenwich, managers expect the trend to continue to increase, projecting algorithmic trading to reach 40% and crossing networks to increase to 8% over the next three years. With increasing electronic execution from the buy-side, these firms are also reducing the amount of brokers they use to trade US equities overall.

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Trading Equities Electronics Shares 75

The TRADE

MARCH 12, 2024

The full hosted platform has been designed for futures commission merchants (FCMs) and agency brokers. We strongly believe this fully hosted solution is a significant step change in order and execution management for the derivatives markets, helping firms simplify and optimise trading.”

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Trading Risk Management Architecture Management 78

How2Exit

JUNE 26, 2023

Concept 4: Get A Business Broker However, not all business owners are aware of the importance of cash flow analysis and documenting their business cycles. This is where the role of a business broker comes in. A business broker is a professional who specializes in buying and selling businesses.

Business 130

Business Sale Broker Mergers and Acquisitions 130

The TRADE

JUNE 12, 2024

Several top Indian brokers already use Fidessa to trade or for connectivity outside of India. Already established as a trusted market data vendor to brokers and exchanges in India, the partnership with BSE further strengthens ION’s position in the region, and unlocks Fidessa’s full capabilities for exchange members.”

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Equities Trading Broker Risk Management 64

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 64

Sun Acquisitions

AUGUST 2, 2024

As the industry expands, MedSpa owners and operators face the challenge of managing growth while maintaining high standards of quality and operational efficiency. This article explores how M&A can help manage growth in MedSpas, ensuring quality and efficiency.

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M&A Management Mergers and Acquisitions Acquisitions 52

The TRADE

MARCH 4, 2024

JP Morgan subsidiary Neovest has moved to expand its capabilities in the hedge fund sphere with the acquisition of investment management platform LayerOne Financial. The deal is intended to allow the multi-asset and broker neutral order and execution management platform to offer integrated execution, order and portfolio management services.

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Funds Risk Assessment Investment Manager Broker 59

Sun Acquisitions

AUGUST 22, 2024

Understanding the Role of M&A in Supply Chain Management Mergers and acquisitions involve the consolidation of companies or assets, allowing businesses to achieve greater efficiency, market power, and strategic capabilities. These technologies can include advanced inventory management systems, automation, and predictive analytics.

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M&A Management Mergers and Acquisitions Food 52