The TRADE

JANUARY 10, 2025

In addition, the firm added that the acquisition will advance the development of its leveraged finance platform, adding opportunistic high yield and bank loan strategies with risk-return profiles that complement MIMs current offering. Building businesses with investment talent is a core belief, said Jude Driscoll, president at MIM.

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Management Investment Asset Management Investment Manager 69

The TRADE

JULY 31, 2023

Deutsche Bank has re-entered the local DCM in South Korea as it expands its investment banking capabilities in the region in a bid to support its local clients in accessing global debt capital markets. Through this expansion, the bank will have a dedicated DCM presence in eight jurisdictions.

Investment Banking 52

Investment Banking Bank Banking Debt Capital Markets 52

OfficeHours

AUGUST 10, 2023

We are excited to invite you to our upcoming webinar, a unique opportunity to gain insights from an industry professional who transitioned successfully from being an M&A Investment Banking Analyst at RBC Capital Markets into a Senior Strategy Analyst at The Walt Disney Company.

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Corporation Recruitment Investment Banking Analyst M&A 130

The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. It’s been busy.

Funds 59

Funds Capital Capital Market S&P 59

Mergers and Inquisitions

JULY 17, 2024

If you have the option to work in finance in different parts of the world, investment banking in India should be at the bottom of your list. But the main problem is that winning a “true” front-office investment banking role in India is virtually impossible, even if you have outstanding academic credentials and work experience.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

AUGUST 7, 2024

We still offer coaching for more experienced candidates and students with significant work experience, and I used to personally do a good number of mock interviews and resume edits, but our business model has shifted over time. Desire to Break In: Investment banking should be your dream job , not just a “nice to have” option.

Investment Banking 82

Investment Banking Bank Banking Investment 82

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these. not banks or investment firms).

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Corporate Finance Finance Finance Corporation 105

Razorpay

AUGUST 9, 2023

Regular individuals have retail banks. Huge corporations have investment banks. What do medium to big-sized businesses have? The answer: Merchant banks. Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones.

Bank 52

Bank Banking Business Underwriting 52

Focus Investment Banking

JULY 3, 2024

“Working with the TSR team is a truly exciting step in the continued growth and expansion of the BC forward line of business,” commented Christian. “We Download this press release as a PDF The post FOCUS Investment Banking Represents TSR, Inc. The total consideration payable to TSR’s shareholders represents a 73.8%

Investment Banking 52

Investment Banking Corporation Mergers and Acquisitions Sale 52

Global Banking & Finance

JULY 26, 2024

By Arjun Jayaram, CEO of Baton Systems In the increasingly intricate and fast-moving capital markets landscape, there has never been greater pressure on investment banks to streamline and automate their post-trade and operations systems.

Investment Banking 52

Investment Banking Capital Market Capital Trading 52

How2Exit

MAY 23, 2023

It can be difficult to navigate the ever-changing landscape of the business world, but it is possible to adapt to uncertain times. Richard grew up in the suburbs of New York City and went to college, later working for a boutique investment bank. Castle Placement specializes in raising private equity and debt capital for clients.

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Capital Investors Business Investment 130

Mergers and Inquisitions

NOVEMBER 22, 2023

It also means that UBS, which acquired CS, is more firmly in the “bulge bracket bank” category, even though people sometimes debate its status. The full list changes over time because banks get acquired, go out of business, and change their focus – while other banks make acquisitions and grow organically.

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Bulge Bracket Bank Banking Boutique 105

The TRADE

JUNE 10, 2024

Panmure Liberum has expanded its US business with three new appointments to coincide with the newly combined business’ growth plans. In January, Panmure Gordon and Liberum agreed to merge and create the UK’s largest independent investment bank.

Investment Banking 64

Investment Banking Mergers Sale Capital Market 64

iMerge Advisors

APRIL 10, 2025

Unlike traditional industries, technology businesses especially software and internet-based models require advisors with deep domain expertise. Track Record: A history of closed deals in your revenue range and business model is more telling than a firms overall size. Morgan bring unmatched reach and capital markets expertise.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

iMerge Advisors

APRIL 9, 2025

Unlike traditional industries, technology businesses especially software and internet-based models require advisors with deep domain expertise. Track Record: A history of closed deals in your revenue range and business model is more telling than a firms overall size. Morgan bring unmatched reach and capital markets expertise.

M&A 40

M&A Boutique Valuation Mergers and Acquisitions 40

The TRADE

SEPTEMBER 11, 2023

The London Stock Exchange has appointed Charlie Walker as deputy chief executive officer, where he will support the daily running of the exchange and oversee the Group’s primary markets business. Walker originally joined LSEG in 2018 and has since served as head of equity and fixed income primary markets.

Stock 69

Stock Capital Market Capital Equities 69

Focus Investment Banking

SEPTEMBER 16, 2024

Washington, DC, (September 16, 2024) – FOCUS Investment Banking , a national middle market investment banking firm providing merger, acquisition, divestiture, and corporate finance services, would like to congratulate Cole Strandberg on his promotion to Managing Director within its Automotive Aftermarket group.

Management 52

Management Investment Banking Mergers and Acquisitions Transportation 52

How2Exit

OCTOBER 8, 2023

Ron rn rn Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. Arthur and Ronald also discuss the fascinating and diverse businesses they encounter in the M&A space.

M&A 130

M&A Capital Securities Mergers and Acquisitions 130

The TRADE

APRIL 5, 2024

He joined Cowen as managing director for fixed income outsourcing in February 2022, transitioning to commodities specialist Marex as part of the sale of Cowen’s outsourced trading and prime brokerage business at the end of last year. Other previous tenures include credit trading roles at both Barclays Investment Bank and Credit Suisse.

Trading 72

Trading Investment Banking Sale Capital Market 72

The TRADE

OCTOBER 13, 2023

The new entity is a “leading force in UK investment banking and the adviser of choice for UK listed companies,” said Deutsche Bank, with Alex Ham, and Ross Mitchinson having been named co-chief executives.

Bank 59

Bank Banking Acquisitions Investment Banking 59

Focus Investment Banking

AUGUST 6, 2023

It’s increasingly becoming a must for small and medium-sized businesses. According to Grant Thornton, one of the largest accounting firms in U.S, “ESG credentials are no longer merely a ‘nice to have’: they are a must have for much of the mid-market.” How can ESG manifest itself in your small or medium-sized business?

Middle Market 52

Middle Market Business Government Profitability 52

The TRADE

JULY 17, 2023

RBC Capital Markets has appointed Giles Gleave and Mike Heraty as its newest managing directors, according to an internal memo seen by The TRADE. Heraty will report to Sian Hurrell, head of global sales and relationship management and global markets Europe.

Equities 52

Equities Management Capital Market Investment Banking 52

Accenture Capital Markets

APRIL 3, 2025

Such agents are therefore supposed to do more than just automate routine tasks: ultimately, they are intended to be able to choreograph entire business workflows, learn from their past performance, acquire further knowledge, and then self-improve. This forces operations analysts to switch between numerous systems.

Trading 94

Trading Financial Services Investment Banking Business 94

The Deal

FEBRUARY 6, 2024

For Janney Montgomery Scott LLC, which is projected to exceed $1 billion in revenue for the first time in 2023, its capital markets business is a key vector of growth in the next five years. 8, Janney made a splash with a deal for New York-based middle market investment bank TM Capital Corp.,

Middle Market 52

Middle Market Investment Banking Capital Market Banking 52

The TRADE

OCTOBER 2, 2023

James Hilton was appointed multi-asset managing director in RBC’s low touch team, joining from Credit Suisse, where he had been serving as head of sales for EMEA for the bank’s advanced execution sales (AES) team. Prior to joining Credit Suisse in 2006, Hilton spent six years at UBS Investment Bank as a director.

Asset Management 64

Asset Management Management Sale Capital Market 64

The TRADE

JULY 25, 2023

According to an update on his social media, Taitz joins buy-side OEMS provider Adroit as its head of business operations after seven and a half years with Invesco helming its fixed income trading business. During his time with the asset manager Taitz was responsible for Invesco’s fixed income trading desks in the US, UK and Hong Kong.

Trading 52

Trading Asset Management Investment Banking Capital Market 52

The TRADE

OCTOBER 13, 2023

Read more – Citi reports double-digit Q2 decline in investment banking and markets revenue Treasury and trade solutions posted its best quarter in a decade for Q3 2023 results, while services was the fastest growing business according to the results, increasing by 12%.

Equities 59

Equities Investment Banking Trading Banking 59

The TRADE

APRIL 15, 2024

Markets & securities services (MSS) revenue saw a lesser decrease, down 2% to $9.2 Moreover, the bank’s overall gross investment banking and markets revenue was posted at $913 million, a 4% increase. billion thanks to the securities services revenue having increase 3% to $1.2 year on year (up 47.9%

Equities 59

Equities Investment Banking Capital Market Banking 59

The TRADE

OCTOBER 16, 2023

Head of EMEA equity trading at Janus Henderson and markets stalwart, Richard Worrell, is set to leave the institution for a sales role at the London Stock Exchange Group (LSEG). He will join the exchange group as head of secondary markets sales and business development in January 2024, sources have confirmed.

Equities 69

Equities Sale Trading Investment Banking 69

Solganick & Co.

SEPTEMBER 29, 2024

September 30, 2024 – Solganick , a data-driven investment bank focused exclusively on software and IT services companies, announced the addition of a senior level hire to launch and lead the firm’s cybersecurity M&A practice. Davidson and Imperial Capital. For more information, please contact us.

Investment Banking 40

Investment Banking M&A Mergers and Acquisitions Capital Market 40

The TRADE

FEBRUARY 5, 2024

During his tenure at Goldman, Esposito served in a variety of roles including operating officer of the investment banking division, head of the EMEA financing group, and co-head of the global financing group. Prior to that, he was director, head of ETF business development at the firm.

Investment Banking 64

Investment Banking Finance Finance Equities 64

The TRADE

APRIL 8, 2024

He joined Cowen as managing director for fixed income outsourcing in February 2022, transitioning to commodities specialist Marex as part of the sale of Cowen’s outsourced trading and prime brokerage business at the end of last year. Other previous tenures include credit trading roles at both Barclays Investment Bank and Credit Suisse.

Trading 64

Trading Asset Management Sale Investment Banking 64

The TRADE

JANUARY 8, 2024

Chris Jenkins, managing director and global head of sales, professional services and support at LSEG TORA announced his departure following almost two decades with the business. Throughout his career Jenkins has also worked at SWIFT, Macgregor, and AXA Investment Managers. Before that, he was co-head of Asia Pacific at FIX Protocol.

Asset Management 64

Asset Management Equities Sale Investment Manager 64

Focus Investment Banking

MARCH 3, 2024

The first is Private Capital Markets by Rob Slee (John Wiley & Sons: 2011). Slee also lived in Charlotte and had an Investment Banking firm called Robertson & Foley. And that’s all it took to become an investment banker. For example, Collateral value is the value as perhaps viewed by an asset-based lender.

Negotiation 52

Negotiation Middle Market Private Equity Capital Market 52

The TRADE

JULY 31, 2023

Taitz joined buy-side OEMS provider Adroit as its head of business operations after seven and a half years with Invesco helming its fixed income trading business. Goldman Sachs veteran, Christopher Daur, left the investment bank to head up buy-side sales and relationships at AccessFintech.

Asset Management 52

Asset Management Investment Banking Trading Investment Manager 52

The TRADE

JULY 10, 2023

Former Northern Trust sales trader Maddy Davies has joined Liontrust as a trader in its multi asset trading team, The TRADE can reveal. Davies joins Liontrust following a two-year stint at Northern Trust. Liontrust recently won The TRADE’s multi asset trading desk of the year award in 2022 at Leaders in Trading.

Trading 52

Trading Sale IT Investment Banking 52

The Deal

FEBRUARY 7, 2024

We continue to look to where there is a gap in the market and evaluate opportunities to stay current, relevant and address the needs of our clients.” Katz’s comments come after the company on May 22 announced the acquisition of New York-based boutique investment bank Greenhill & Co. GHC) for about $550 million.

Middle Market 52

Middle Market Private Equity Advisory M&A 52