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 64

Funds Shares Risk Management Trading 64

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 115

Trading Portfolio Management Asset Management Financial Services 115

How2Exit

OCTOBER 2, 2023

rn Summary: Dirk Sahlmer, the Head of Origination for SaaS Group, shares his journey from being a mechanical engineer to working in the SaaS industry. Ronald Skelton, the host, shares his experience as a virtual assistant to an AI and the incredible capabilities of AI in content creation. These are the main channels."

Acquisitions 130

Acquisitions M&A Profitability Engineering 130

The TRADE

OCTOBER 18, 2024

Additionally, multi-manager hedge funds have continued to win the lion’s share of the new capital coming into the industry as they have been rewarded for their ability to mitigate risk while still delivering positive alpha to their investors. Data from Convergence tracking the top 25 prime brokers showed their market share grew from 83.3%

Funds 69

Funds Broker Bank Banking 69

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

Sun Acquisitions

FEBRUARY 6, 2023

Domenic Rinaldi, Managing Director of Sun Acquisitions, shared after the sale, “it was a pleasure working with [Trouvaille Med Spa]. MSP is a portfolio company of Persistence Capital Partners, the leading private equity fund exclusively focused on high-growth opportunities in the healthcare field.

Sale 52

Sale Acquisitions Mergers and Acquisitions Medical 52

Lake Country Advisors

AUGUST 7, 2023

Mergers and acquisitions have also been prevalent, particularly among companies seeking to expand their reach or diversify their portfolios. Other less obvious factors, such as customer retention rate, product or service diversification, and market share, can also significantly impact the perceived value of your business.

Business 96

Business Sale Negotiation Broker 96

The TRADE

SEPTEMBER 28, 2023

Speaking in an announcement, Coalition Greenwich asserted that “for the buy-side, the ability to calculate the cost difference between executing a cleared and an uncleared FX derivative could impact portfolio performance”.

Investment 69

Investment Trading Management Broker 69

Sun Acquisitions

FEBRUARY 26, 2024

This strategic consolidation can lead to a more substantial portfolio, empowering firms to meet the needs of niche markets and maintain a presence in larger, diversified sectors. Acquiring a company with a strong presence in a new region can quickly penetrate new markets, broadening market share and creating a more resilient supply chain.

M&A 52

M&A Manufacturing Acquisitions Utilities 52

Sun Acquisitions

MARCH 8, 2024

Risk Sharing: By sharing financial and operational risks, equity partners help mitigate the inherent uncertainties of business acquisitions. This risk-sharing mechanism can provide peace of mind and allow you to focus on executing the acquisition strategy.

Profitability 59

Profitability Equities Acquisitions Business 59

The TRADE

OCTOBER 9, 2023

According to the UK regulator, the policy statement is most relevant to trading venues, service companies, interdealer brokers, broker dealers, portfolio managers, technology firms serving trading institutions, and investment-based crowdfunding firms operating in primary and/or secondary markets.

Trading 49

Trading Consulting Broker Portfolio Management 49

IBG

AUGUST 23, 2023

As an example, in our experience as M&A brokers, we have seen sellers achieve higher-than-expected prices for their businesses during a recession – not just despite the economic downturn but because of it – due to specific circumstances and market dynamics. Market Share. In a recession, industry consolidations are common.

Economics 52

Economics M&A Sale Business 52

The TRADE

APRIL 17, 2024

“In the end, the efficiency that we hoped to reach with having one desk was not realised and therefore we said we want to focus on one specific asset class with dedicated equity traders, fixed income traders and FX traders,” says head of equity trading and operational portfolio management at Robeco, Robbert Wijgerse. “We

Trading 59

Trading Equities Asset Management Portfolio Management 59

Lake Country Advisors

JANUARY 3, 2025

Whether youre a seasoned investor or exploring a new venture, partnering with a technology broker ensures you confidently navigate this complex process. Buyers seeking to enter high-demand sectors or expand their portfolios are drawn to the promise of sustained profitability and market leadership.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Profitability Acquisitions 52

Sun Acquisitions

AUGUST 2, 2024

For instance, acquiring a brand known for its organic or plant-based products instantly adds a range of health-focused items to the distributor’s portfolio. This geographic and demographic expansion is crucial for distributors looking to grow their market share and influence.

Food 52

Food M&A Mergers and Acquisitions Portfolio 52

Sun Acquisitions

JUNE 28, 2024

Small enterprises can optimize costs, improve productivity, and enhance overall efficiency through shared infrastructure, technology, and resources. Enhanced Product and Service Offerings Acquiring a business that complements the existing product or service portfolio can be a game-changer for small enterprises.

Business 59

Business Acquisitions Mergers and Acquisitions M&A 59

Francine Way

JULY 8, 2017

Lack of financial / strategic progress: Shareholders’ frustration with the lack of growth of a company’s stock price / dividends / earnings per share / other financial metrics may drive exits. Peaked market valuations: When market cycle peaks or an industry fully matures, it may be advantageous for shareholders to cash out.

M&A 130

M&A Acquisitions Sale Investment 130

Sun Acquisitions

NOVEMBER 15, 2023

However, the impact of M&A on innovation goes beyond merely consolidating market share; it can be a catalyst for transformation and technological progress. By combining forces, companies can navigate the uncertainties of innovation more effectively, sharing the financial and operational risks.

Mergers and Acquisitions 59

Mergers and Acquisitions M&A Mergers Acquisitions 59

How2Exit

APRIL 9, 2023

They acquire assets at a fair price point and then aggregate them to create a portfolio. By acquiring assets and businesses, Treasure Hunter can create a holistic portfolio within various verticals with huge synergies in place. This is in contrast to many other M&A brokers who try to "harass" the seller into a deal.

M&A 130

M&A Media Mergers and Acquisitions Business 130

Sun Acquisitions

FEBRUARY 28, 2024

The business world is dynamic, and growth often requires expanding one’s portfolio through strategic acquisitions. Equity Financing Equity financing involves selling shares of your company to raise funds for the acquisition. It can be attractive if interest rates are low, and your cash flow can support the debt service.

Finance 59

Finance Finance Acquisitions Business 59

The TRADE

JANUARY 3, 2024

That line-up is largely made up of independent firms, prime brokers and custodians, all of whom are enjoying a piece of the growing pie, with their own strengths and weaknesses. Coalition Greenwich points out that from 2018 to 2022 the number of outsourced trading providers grew from fewer than 10 to more than 40. The list goes on.

Trading 64

Trading Asset Management M&A Broker 64

Lake Country Advisors

OCTOBER 3, 2024

This guide delineates the various types of business sales, analyzes the corresponding tax ramifications, and underscores the importance of collaborating with a team of experienced transaction specialists, including a proficient business broker. This method involves setting up a trust to distribute shares to employees.

Business 52

Business Mergers and Acquisitions Sale Capital 52

The TRADE

AUGUST 7, 2024

The reality is many are not prepared to make the significant investments required to maintain or grow their share of the market.” The important impact of changing market sentiment Demonstrably, things are ramping up and outsourced trading providers are highly cognisant of the importance of keeping up with the pack in this high-stakes game. “If

Trading 59

Trading Management IT Investment Manager 59

How2Exit

AUGUST 28, 2023

rn rn Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so. b' Revolutionizing Due Diligence with DueDilio W/ Roman Beylin - Watch Here.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

Sun Acquisitions

FEBRUARY 26, 2024

This approach can quickly extend service offerings and position the merged entity as a comprehensive provider capable of catering to a more extensive customer base.Strategic acquisitions enable sharing best practices, leading to improved operational efficiencies and cost reductions.

M&A 52

M&A Mergers and Acquisitions Mergers Acquisitions 52

Sun Acquisitions

MARCH 27, 2024

In today’s business landscape, mergers and acquisitions (M&A) are not just about profit and market share. The purchase allowed Danone to expand its portfolio of environmentally responsible products.

Mergers and Acquisitions 59

Mergers and Acquisitions Mergers Acquisitions M&A 59

Sun Acquisitions

JANUARY 26, 2024

Acquiring a paving business that fills gaps in a company’s portfolio can rapidly extend its service offerings. Moreover, such strategic acquisitions enable sharing of best practices, leading to enhanced operational efficiencies and reduced costs, further strengthening market position.

Mergers 52

Mergers Mergers and Acquisitions M&A Acquisitions 52

Sun Acquisitions

JUNE 6, 2024

By acquiring companies with a strong portfolio of skilled and certified IT professionals, MSPs can quickly and effectively fill critical skill shortages without the prolonged process of recruiting and training new staff.

M&A 52

M&A IT Mergers and Acquisitions Acquisitions 52

Sun Acquisitions

JUNE 5, 2024

In this context, M&A activities serve as a critical pathway for traditional companies aiming to integrate these new technologies into their portfolios and operational practices. The post Tech-Forward Mergers: Driving Innovation in Sign Manufacturing appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm.

Manufacturing 52

Manufacturing Mergers Mergers and Acquisitions M&A 52

Sun Acquisitions

JUNE 5, 2024

This demand creates fertile ground for MedSpas to explore M&A as a strategy to harness a larger share of the consumer base while diversifying service offerings. Enhanced Service Offerings: Acquisitions enable MedSpas to enhance their service portfolios by integrating specialized treatments and technologies from the acquired companies.

M&A 52

M&A Mergers and Acquisitions Medical Acquisitions 52

The TRADE

OCTOBER 2, 2024

Already electronic execution and direct market access has reduced the reliance on sales traders to source liquidity,” emphasises Scott Chace, head on trading for portfolio solutions at State Street. We view this as a complement to broker led avenues of liquidity, not as a replacement.”

Trading 64

Trading Electronics Management Broker 64

The TRADE

APRIL 25, 2024

Specifically, Collery highlighted the important role of portfolio managers and a proactive approach to forging those key relationships.

Trading 64

Trading Investors Investment Portfolio Management 64

Lake Country Advisors

AUGUST 28, 2024

Whether you’re in the manufacturing, healthcare, or technology sector, engaging local business brokers can streamline the process, providing expert guidance to maximize the value of your business. Business brokers provide critical insights into how local economic elements influence these valuations.

Business 52

Business Sale Valuation Manufacturing 52

Sun Acquisitions

AUGUST 22, 2024

For instance, a small MSP acquiring a firm with advanced cloud automation tools can enhance its service portfolio, offering more efficient and scalable cloud solutions to its clients. This immediate access allows them to provide sophisticated cloud services without the need for significant upfront investment in R&D.

M&A 52

M&A Mergers and Acquisitions IT Acquisitions 52

Sun Acquisitions

FEBRUARY 14, 2024

Diversification: Diversifying your business portfolio can be a prudent goal. The post Matching Financial Strategies to Business Acquisition Goals appeared first on Sun Acquisitions | Chicago Business Broker and M&A Firm. These strategies can provide the financial firepower needed to fuel growth.

Acquisitions 59

Acquisitions Business Debt Finance 59

The TRADE

MAY 23, 2024

It is rare, for example, that you’ll find an asset manager worrying about the good of the market or how an order might influence the primary lit market share, over whether or not they have achieved the optimal outcome for their portfolio manager and end investor. billion and market share which accounted for 6.3%

Trading 52

Trading Investors Broker IT 52

Sun Acquisitions

FEBRUARY 26, 2024

These acquisitions are more than just adding new products to a portfolio; they represent a strategic move towards embracing new design trends and technologies. Companies that can effectively integrate minimalist designs with new technologies while maintaining sustainability will likely see increased market share and growth.

Manufacturing 52

Manufacturing Acquisitions Mergers and Acquisitions M&A 52