Periculum Capital

OCTOBER 27, 2023

Commenting on the transaction, Scott Brown, Chairman of AMW, complimented Periculum Capital, “I have worked with Periculum on several transactions, and they never disappoint. They were well-organized and made the due diligence process and documentation run smoothly. appeared first on Periculum Capital.

Sale 52

Sale Management IT Advisory 52

The TRADE

APRIL 22, 2024

Named FIX Wizard and built on Imandra’s neuro-symbolic architecture, the new offering automatically reasons complex financial protocols and APIs, serving as an AI assistant for onboarding clients in capital markets. The problems with LLMs are well documented these days – ‘hallucinations’, a lack of correctness and transparency.

Architecture 49

Architecture Engineering Trading Capital Market 49

Accenture Capital Markets

SEPTEMBER 5, 2023

What you should end up with is a counterparty pairing list that will drive subsequent documentation discussions and custodian setups. 1] Refer to the COMMISSION DELEGATED REGULATION (EU) 2016/2251 The post Key Considerations for Firms Impacted by Future Phases of the Uncleared Margin Rules appeared first on Accenture Capital Markets Blog.

Book-building 52

Book-building Management Financial Institution Utilities 52

Cooley M&A

OCTOBER 29, 2020

Just as it would in a traditional IPO, the target must be prepared to provide the required financial information and other documentation necessary to operate as a public company, including PCAOB financials. Revisiting Governance Documentation. For more on Chairman Clayton’s remarks regarding SPACs, see this Cooley Pubco post.

M&A 52

M&A IPO Valuation Mergers and Acquisitions 52

Tyton Partners

DECEMBER 19, 2024

This figure is down from more than 50 million before the pandemic; it will continue to trend down given districts well-documented shortcomings, the accelerating ecosystem of school alternatives available to parents and students, and significant momentum at the federal and state level around school choice initiatives. If not now, when?

Education 91

Education Private Equity Capital Management 91

Periculum Capital

MARCH 8, 2024

PrecisionPoint is a leader in two distinct market segments: (1) providing as-built documentation to architecture, engineering and construction companies and (2) providing reality capture and technology integration services for global manufacturing and distribution companies seeking to exploit digital twin technologies.

Sale 52

Sale IT Capital Advisory 52

Mergers and Inquisitions

JULY 17, 2024

Firms like the State Bank of India (SBI Capital Markets), IIFL, Arpwood, Trust Group, AK Financial Services, HDFC, Edelweiss, Veda, and o3 Capital are also well-regarded but are closer to middle-market or “in-between-a-bank” firms.

Investment Banking 59

Investment Banking Banking Bank Investment 59

Mergers and Inquisitions

AUGUST 7, 2024

For example, what if you get into IB out of undergrad instead of having to take a Big 4 job first , or you get into the M&A group without having to work in capital markets and then switch after a year? It is subjective, but I think either of these outcomes is worth a multiple of the coaching fees.

Investment Banking 82

Investment Banking Banking Bank Investment 82

Cooley M&A

JANUARY 24, 2020

Be prepared for regulatory review of any tech deal – regardless of how a company may currently define the relevant competitive market. Ensure that documents and other materials presented to regulatory agencies are carefully vetted and prepared. The details, and related preparedness, matter more than ever before. No More MAEs (Yet).

M&A 40

M&A Mergers and Acquisitions Mergers Business 40

The TRADE

AUGUST 7, 2024

Outsourced trading, though undoubtedly a contentious topic, is something that has been around in capital markets for decades in some form or another. However, an undeniable surge has occurred across the trading sphere over the last few years, with decidedly mixed results.

Trading 59

Trading Management IT Investment Manager 59

The TRADE

JANUARY 3, 2024

Over the past 12 months, Tourmaline has also tapped rival BTIG and hired from Vantage Capital Markets and Liquidnet. Examining provider’s SEC 606 disclosure document can reveal whether a provider is taking financial incentives from clearing brokers that may negatively affect order price for the client,” Capco added.

Trading 64

Trading Asset Management M&A Broker 64

Wall Street Mojo

JANUARY 15, 2024

CDOs are considered highly astute financial instruments Financial Instruments Financial instruments are certain contracts or documents that act as financial assets such as debentures and bonds, receivables, cash deposits, bank balances, swaps, cap, futures, shares, bills of exchange, forwards, FRA or forward rate agreement, etc.

Debt 52

Debt Banking Bank Investors 52

Growth Business

MARCH 1, 2024

For institutional investors, therefore, private equity can offer exposure to fast-growing, high-potential, mid-sized private companies at a comparatively earlier stage of their growth trajectory than is available through the capital markets. What is private equity and how does it work?

Private Equity 59

Private Equity Equities Investment Business 59

How2Exit

JUNE 10, 2024

The discussion dives deep into the evolution of the capital markets, the rise of private equity, and the intricate process behind selling a business. Maintaining Strong Financial Records Mufson insists on the significance of having well-documented financials. Adjusted EBITDA is another critical aspect.

Investment Banking 100

Investment Banking Business Investment Banking 100

The TRADE

JANUARY 18, 2024

Despite the indisputable decline in physical trading practices, it is enduring within an increasingly technological capital markets world which has already put innumerable out-dated practices out of fashion. Market opinion – and moves – suggest that mourning the death of open outcry  may be premature.

Trading 130

Trading Electronics S&P Broker 130

How2Exit

JULY 13, 2023

These individuals have ambitions for growth and are driven by business expansion, capitalization, marketing, and other related factors. They recommend having a will, power of attorney, and other necessary documents to ensure a smooth transition of ownership and to protect the interests of the owner and their family.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

The TRADE

APRIL 30, 2024

The actual implementation of UMR also led to operational challenges for market participants, given the requirement for significant upgrades to risk management systems, collateral management processes and legal documentation.

Financial Institution 69

Financial Institution Financial Market Risk Management Banking 69

iMerge Advisors

APRIL 14, 2025

Summary of: What Buyers Are Looking for in AI and SaaS Company Acquisitions in 2025 As we move deeper into 2025, the M&A landscape for AI and SaaS companies continues to evolve shaped by macroeconomic pressures, shifting capital markets, and the accelerating integration of artificial intelligence across enterprise software.

Acquisitions 40

Acquisitions Valuation M&A Private Equity 40