How2Exit

MAY 16, 2023

Any successful business owner can expand their portfolio and net worth by leveraging their operations through acquisitions. It is important to understand that brokers may not always be the best option, as many businesses listed by brokers never sell. Finally, it is important to interview brokers before hiring them.

M&A 130

M&A Acquisitions Broker Mergers and Acquisitions 130

Sun Acquisitions

MAY 3, 2024

One avenue savvy business brokers are exploring is the acquisition of creative paving firms. Such strategic mergers are not just about expanding service portfolios; they’re about redefining the value proposition to clients by integrating cutting-edge designs and techniques into their projects.

Portfolio 52

Portfolio Mergers and Acquisitions Acquisitions Broker 52

Sun Acquisitions

MARCH 26, 2024

Integrating Cybersecurity as a Service (CSaaS) into an MSP’s portfolio through strategic business acquisitions offers a robust response to the increasing demand for comprehensive cybersecurity solutions. Business acquisition is a strategic leap, allowing an MSP to acquire these capabilities and market-ready solutions instantly.

Portfolio 52

Portfolio Acquisitions Business IT 52

How2Exit

FEBRUARY 12, 2024

Matt has a passion for passive income and has built a portfolio of cashflow websites that generate income while he sleeps. Matt also highlights the value of building a portfolio of websites and the opportunities for growth and profitability in the digital space. rn rn Notable Quotes: rn rn "Websites are like online real estate.

Business 130

Business Portfolio Profitability Investment 130

The TRADE

AUGUST 8, 2024

. “As the pioneer in volatility trading, Cboe continues to expand its VIX complex with additional products and services targeted at helping market participants better manage portfolio risk and trade volatility,” said Rob Hocking, head of product innovation at Cboe.

Trading 113

Trading Utilities Equities Management 113

How2Exit

MARCH 19, 2023

Carrick went to work for a Wall Street brokerage firm and managed money for clients as a stock broker. This is why it is important to work with a broker or financial advisor who can help you understand the true value of your business and set realistic expectations. This is because of the relative valuations of other asset classes.

Business 130

Business Broker Mergers and Acquisitions IT 130

OfficeHours

JUNE 6, 2023

Deal sourcing typically involves the “softer” skills, and this includes maintaining relationships with investment bankers, brokers, industry professionals, and other intermediaries who can provide leads on potential opportunities.

Private Equity 147

Private Equity Equities Debt Investment 147

Sun Acquisitions

NOVEMBER 15, 2024

For example, a company might acquire a competitor to expand its product portfolio or enter a new market. The post The Rise of Strategic M&A appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

M&A 59

M&A Profitability Finance Finance 59

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

APRIL 5, 2024

As part of the deal two Rothschild portfolio managers – Cristina Jarrin and Mikael Dauvert – will move to Ellipsis AM. Ellipsis AM’s convertible team currently comprises of four portfolio managers, with each one performing the role of trader alongside acting as portfolio manager.

Asset Management 62

Asset Management Portfolio Management Business Management 62

Global Banking & Finance

JUNE 20, 2023

Century Financial, a leading UAE-based provider of financial services, has been honoured as the “Best Multi Asset Broker, 2023” for its exceptional multi-asset trading capabilities. What is multi-asset trading?

Trading 52

Trading Financial Services Broker Portfolio 52

Sun Acquisitions

DECEMBER 16, 2024

For example, a renewable energy company looking to expand its portfolio might acquire a startup specializing in geothermal energy. The post Greening the Bottom Line: M&A Heats the Race for Sustainable Innovation appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

M&A 59

M&A Mergers and Acquisitions Collaboration Private Equity 59

The TRADE

MAY 20, 2024

Kepler Cheuvreux’s head of market structure and liquidity solutions has left the broker dealer, The TRADE can reveal. He joined the broker dealer in 2016 as its head of portfolio and electronic sales trading, later assuming his most recent role as head of market structure and liquidity solutions in 2022.

Broker 52

Broker Trading Electronics Sale 52

Beyond M&A

SEPTEMBER 13, 2023

Yet I meet numerous investors whose portfolio company has been attacked/hacked post-deal; whilst no one can guarantee 100% protection for these growing firms, its essential to address the known gaps. If done well your firm/portfolio firm will be ‘wedded’ to the supplier for years.

Investors 147

Investors IT Engineering Management 147

The TRADE

DECEMBER 5, 2023

FlexTrade Systems and BTON Financial have delivered a new integration which provides users of FlexTRADER EMS access to AI-driven broker selection suggestions to help improve best execution performance. “We think this is brilliant news for all concerned.

Trading 70

Trading Broker Portfolio Management Collaboration 70

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

Broker Trading Sale Financial Services 52

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

Sun Acquisitions

NOVEMBER 1, 2024

Actionable Insight: Evaluate the target company’s R&D initiatives and intellectual property portfolio. The post Mergers & Acquisitions in a Tech-Driven World: How to Prepare Your Business appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Mergers 59

Mergers Mergers and Acquisitions Business Acquisitions 59

The TRADE

JULY 1, 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. Griffin left Kepler in May after over eight years with the broker dealer. He joins as head of execution sales and microstructure.

Banking 62

Banking Bank Sale Trading 62

The TRADE

MAY 15, 2024

Read more: Fireside Friday with… BNY Mellon’s Geoffrey Yu BNY Mellon’s execution offering provides clients with access to a liquidity pool which leverages the firm’s client footprint consisting of asset managers, asset owners, alternatives, banks, broker dealers and wealth clients.

Trading 67

Trading Asset Management Capital Market Broker 67

The TRADE

JANUARY 17, 2024

As a trader, I think it is critical to build strong relationships with portfolio managers, brokers and various internal teams, and this is something I look forward to and enjoy on a daily basis. A portion of my day is always spent working with brokers to continue developing our relationships and the offerings we consume from them.

Trading 109

Trading Portfolio Management Management Broker 109

The TRADE

JUNE 20, 2024

On the latter, we work really closely with our brokers to adapt our algo strategies to benefit from those changes, where possible through strict A/B experimentation. We think this leads us to faster insights and, ultimately, a stronger partnership with our portfolio managers who can also access and consume the same analytics.

Broker 57

Broker Portfolio Management Trading Portfolio 57

The TRADE

NOVEMBER 27, 2023

Earlier this year, trading, portfolio and risk management solutions provider TS Imagine added CLSA’s AI-powered European algo suite to its list of certified brokers.

Sale 57

Sale Risk Management Asset Management Trading 57

The TRADE

JANUARY 24, 2024

In such periods, it can be observed that traders move from automated algo trading to high touch and portfolio trading, relying on more blocks. “As The client’s desired customisation might also achieve different outcomes across brokers. Typically, as volatility increases, liquidity decreases, resulting in an increase in impact.

Trading 126

Trading Electronics Portfolio Management Broker 126

The TRADE

FEBRUARY 6, 2024

Adroit’s offering is a single point of access, cross-asset, all-in-one tool for traders and portfolio managers active in cash and derivatives markets (often across tangled global account structures). Founded by Jaglan in 2014 focused on OTC solutions, Adroit has since expanded into EMS and achieved profitability in 2016.

Trading 57

Trading Capital Broker Portfolio Management 57

The TRADE

AUGUST 7, 2024

True Potential selected Northern Trust as their outsourced trading partner to leverage our extensive access to brokers, trading expertise and transparent commission model,” said Amy Thorne, head of ITS, EMEA, Northern Trust. “In billion in assets under management. This is important for us all as we continue to grow our investment solutions.

Trading 62

Trading Broker Management Portfolio 62

The TRADE

OCTOBER 4, 2023

As part of the acquisition, Bryan Messer has been appointed general manager of Asia Pacific, managing director of portfolio management solutions and artificial intelligence at LiquidityBook, with his staff also joining. In addition, the accounting and reconciliation engines of Messer Financial Software will be integrated.

Portfolio Management 57

Portfolio Management Architecture Portfolio Accountant 57

The TRADE

FEBRUARY 13, 2024

The exchange operator has signed a deal with one of the largest institutional brokers in Thailand – Kiatnakin Phatra Securities (KKPS) – and expects the development to act as a launchpad for further deals with banks and broker-dealers in Asia as it looks to expand its platform further in the region.

Securities 52

Securities Broker Trading Capital Market 52

The TRADE

NOVEMBER 3, 2023

Read more – The Outsourced Trading Handbook 2023 Coalition Greenwich shared the response of one portfolio manager, which highlighted how outsourced providers “act as an extension to the trading desk and understand [our] trading goals,” while another commented on the importance of “added expertise that [we] do not have in-house.”

Trading 113

Trading Portfolio Management Asset Management Financial Services 113

The TRADE

FEBRUARY 14, 2024

Agency broker BTIG has selected the former head of execution strategy at Millennium to take up the same role. Effective from December 2023, Stephen Ponzio has joined BTIG as its head of execution strategy. In his new role, he will also co-head electronic trading and be responsible for the development of BTIG’s new generation algorithms.

Electronics 52

Electronics Trading Broker Portfolio 52

The TRADE

NOVEMBER 8, 2023

Tiefenbrun also spent 13 years at agency broker Instinet developing the firm’s algo trading portfolio trading and sponsored access business. The post Cboe’s Natan Tiefenbrun takes on newly expanded role as president of North American and European equities appeared first on The TRADE.

Equities 57

Equities Trading Broker Consulting 57

The TRADE

OCTOBER 10, 2024

This platform aims to offer our clients deeper insights into the efficiency and cost-effectiveness of their trades, provide a complete feedback loop (including pre- and post-trade analysis), and support the decision-making process for portfolio managers. What are the pros and cons of building in-house versus using a third-party provider?

Trading 57

Trading Portfolio Management Portfolio Management 57

The TRADE

AUGUST 10, 2023

Around 24% of derivatives traders and portfolio managers on the buy-side surveyed highlighted FX options as one of the products ‘most desired to have increased availability in clearing in the next two years’.

Portfolio Management 52

Portfolio Management Trading Portfolio Broker 52

The TRADE

JULY 6, 2023

Despite retail flows not necessarily adding much in terms of available liquidity, Liquidnet noted that book depth, lower correlations and reduced volatility had improved for traders and portfolio managers. Wholesales were found to have increased their consumption of flow from retail brokers. billion worth of purchasing.

Retail 62

Retail Portfolio Management Equities Broker 62

The TRADE

DECEMBER 28, 2023

 Institutional investors are increasingly diversifying their portfolios with a range of crypto assets, including Bitcoin, Ethereum, and other more established cryptocurrencies. Rob Wing, head of digital assets, 4OTC The adoption of digital assets trading by institutions will continue in 2024. Institutional

Trading 119

Trading Investors Valuation Broker 119

Lake Country Advisors

NOVEMBER 18, 2024

Working with knowledgeable business brokers throughout the process can offer valuable insights and ensure you cover all bases. Growth Potential : Are you aiming to expand an existing portfolio? Consider partnering with local business brokers or industry advisors if you find skill gaps. Who Are the Competitors?

Business 98

Business Mergers and Acquisitions Broker Healthcare 98

The TRADE

JUNE 29, 2023

In preparation for Candriam’s entry into the new market, New York Life Investments’ sales teams will support introductory conversations with US-based broker dealers and other financial intermediaries. Candriam’s European trading desks will cover the US offshore market from the Bloc.

Investment 62

Investment Investors Asset Management Sale 62