Sica Fletcher

AUGUST 6, 2024

Our research team’s latest report compares the top insurance agency investment banks of 2024. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Focus Investment Banking

JULY 3, 2024

Upon completion of the merger, TSR became a privately held company controlled by Vienna Parent and Christian, and TSR’s common stock has ceased trading on the NASDAQ Capital Market. “It Download this press release as a PDF The post FOCUS Investment Banking Represents TSR, Inc.

Investment Banking 52

Investment Banking Corporation Mergers and Acquisitions Sale 52

The TRADE

OCTOBER 14, 2024

Jason Green was named director at BNP Paribas, focused on systematic macro sales following 10 and a half years at Morgan Stanley. Whilst at Morgan Stanley he most recently served as executive director in electronic FX institutional sales. Before that, Green worked in fixed income derivatives solutions at Barclays Investment Bank.

Electronics 64

Electronics Capital Market Sale Equities 64

Periculum Capital

JUNE 30, 2021

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed the sale of Central States Enterprises, LLC’s (“CSE” “Company”) two grain terminal elevators to ADM (NYSE: ADM). The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale Advisory Corporate Finance Middle Market 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. The post Liontrust adds former Northern Trust sales trader to its multi asset trading team appeared first on The TRADE. Davies joins Liontrust following a two-year stint at Northern Trust.

Trading 52

Trading Sale IT Investment Banking 52

The TRADE

OCTOBER 2, 2023

RBC appointed two former Credit Suisse senior algorithmic trading individuals to join its low touch electronic sales and trading team. Prior to joining Credit Suisse in 2006, Hilton spent six years at UBS Investment Bank as a director. He joined from Luminex where he most recently served as head of sales.

Asset Management 64

Asset Management Management Sale Capital Market 64

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

Periculum Capital

JULY 15, 2022

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed the sale of Central States Enterprises, LLC’s (“CSE” or “Company”) Feed and Bagging Operations located in Lake City, Florida (“Lake City”) to Furst-McNess Company. Periculum represented the Company in the sale of its grain operations to ADM in 2021.

Sale 52

Sale Advisory Corporate Finance Middle Market 52

Periculum Capital

MAY 21, 2024

Periculum Capital Company, LLC is pleased to announce it has advised Prairie Mills Products, LLC, an Indiana-based specialty corn milling company, in its sale to Consolidated Grain and Barge Co. Periculum was engaged to advise on the sale of the business by the owner, John Cory, due to Periculum’s extensive food and ag expertise.

Sale 52

Sale IT Food Retail 52

The TRADE

JUNE 10, 2024

In January, Panmure Gordon and Liberum agreed to merge and create the UK’s largest independent investment bank. Read more: Panmure Gordon and Liberum agree merger to create new investment banking giant in the UK Ed Husband and Hugo Hewitt join the firm’s US sales team in New York and London, respectively.

Investment Banking 64

Investment Banking Mergers Sale Capital Market 64

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 is set to take on the role of head of US equity solutions and structured product sales, whilst Gleave has been appointed as head of European equity solutions.

Equities 52

Equities Management Capital Market Investment Banking 52

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

Periculum Capital

APRIL 13, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed the sale of 21st Amendment, Inc. Periculum is committed to achieving superior outcomes for its clients by delivering customized investment banking services that maximize value while still meeting clients’ individual goals and objectives.

Sale 52

Sale IT Advisory Corporate Finance 52

Periculum Capital

DECEMBER 23, 2022

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed the sale of Interactions Incorporated dba Hoosier Refreshment Company (“Hoosier Refreshment” or the “Company”), an Indiana-based beverage distributor, to WP Beverages, LLC, a subsidiary of Wis-Pak, Inc. (“Wis-Pak”).

Sale 52

Sale IT Advisory Negotiation 52

The TRADE

JULY 3, 2023

New York-based independent prime broker Clear Street hired a team of investment bankers to build out its new investment banking and advisory offering. John D’Agostini was appointed co-head of investment banking, joining Clear Street from JonesTrading, where served as managing director, investment banking for over 12 years.

Trading 64

Trading Investment Banking Bank Banking 64

Periculum Capital

JUNE 6, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it advised LUNA Language Services (“LUNA” or the “Company”), an Indianapolis-based provider of interpretation, translation, and language training services, in its sale to GLOBO Language Solutions, LLC (“GLOBO”). appeared first on Periculum Capital.

Sale 52

Sale IT Advisory Corporate Finance 52

Periculum Capital

JULY 13, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it advised Pet Palace Enterprises, LLC (“Pet Palace” or the “Company”), a Columbus, OH based provider of pet boarding, daycare, and grooming services, in its sale to Destination Pet. in its Sale to Destination Pet appeared first on Periculum Capital.

Sale 52

Sale IT Advisory Corporate Finance 52

The TRADE

JANUARY 8, 2024

Previously, he served as global head of institutional sales at TP ICAP, and before that worked as head of sales EMEA and Asia Pacific at BGC Partners for two years. He originally joined the asset manager as an investment operations analyst in 2020. Previously in his career, he spent a year as an operation analyst at Liquidnet.

Asset Management 64

Asset Management Equities Sale Investment Manager 64

Periculum Capital

OCTOBER 27, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it advised AMW Construction Supply, LLC (“AMW” or the “Company”), a Phoenix-based distributor of construction supplies, tools, fasteners, and related products, in its sale to Gypsum Management & Supply, Inc (NYSE:GMS) (“GMS”).

Sale 52

Sale Management IT Advisory 52

Periculum Capital

MAY 14, 2024

Periculum is committed to achieving superior outcomes for its clients by delivering customized investment banking services that maximize value while still meeting clients’ individual goals and objectives. The post Periculum Advises Micro-Dyn Systems in its Sale to The Brydon Group appeared first on Periculum Capital.

Sale 52

Sale IT Mergers and Acquisitions Advisory 52

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

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

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 Bank 59

Periculum Capital

MARCH 8, 2024

Periculum Capital Company, LLC is pleased to announce it has advised PrecisionPoint, Inc., Periculum is committed to achieving superior outcomes for its clients by delivering customized investment banking services that maximize value while still meeting clients’ individual goals and objectives.

Sale 52

Sale IT Capital Advisory 52

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

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 Bank 59

Periculum Capital

NOVEMBER 2, 2023

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has advised Hoosier Penn Oil, Inc. (“HP Their ability to build the story of my company and always listen to my concerns made them the perfect partner for the sale of a business where I spent 26 years of my life. I will always be grateful I had them on my side.” “We

Sale 52

Sale IT Capital Advisory 52

The TRADE

JULY 31, 2023

Prior to joining Invesco in 2016, Taitz spent two and a half years at RBC Capital Markets in a fixed income role and 10 and a half years at UBS Investment Bank as an executive vice president. 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 24, 2023

RBC Capital Markets appointed Giles Gleave and Mike Heraty as its newest managing directors, according to an internal memo seen by The TRADE. Heraty will take on the role of head of US equity solutions and structured product sales, whilst Gleave has been appointed as head of European equity solutions.

Asset Management 52

Asset Management Investment Manager Management Equities 52

The TRADE

DECEMBER 11, 2023

Kepler Cheuvreux’s execution sales specialist Cherry Albon is set to join Berenberg next year, according to multiple sources familiar with the matter. Albon has been appointed associate director, senior sales for EMEA electronic trading and program trading, set to join the firm in February next year.

Trading 64

Trading Sale Electronics Financial Institution 64

Periculum Capital

MARCH 11, 2022

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has advised Select Home Health Services, Inc. SHHS” “Company”), a leading home healthcare service provider, in its sale to Fortis Home Health and Hospice, LLC (“Fortis”), a portfolio company of Grant Avenue Capital, LLC (“Grant Avenue”).

Sale 52

Sale IT Healthcare Capital 52

The TRADE

SEPTEMBER 25, 2023

Previously in his career, he served as president and chief executive of TD Ameritrade Holding Corporation for eight years and as vice chairman of TD Bank Financial Group. Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank. Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank.

Sale 64

Sale Trading Electronics Bank 64

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. Virtu Financial appointed Simon McGhee in an exchange-traded product (ETP) and fixed income sales role.

Investment Banking 64

Investment Banking Finance Finance Equities 64

Periculum Capital

NOVEMBER 15, 2022

Periculum is committed to achieving superior outcomes for its clients by delivering customized investment banking services that maximize value while still meeting clients’ individual goals and objectives. in its Sale to Global Tungsten & Powders Corp, U.S. Periculum, along with the Company’s owner, A.J

Sale 52

Sale IT Government M&A 52

Tyton Partners

JANUARY 18, 2024

Generative AI can potentially revolutionize this market segment, impacting everything from measuring training effectiveness and developing job-specific content to tracking personalized performance and behavior analysis. This technology is still in the early innings though, as there are currently few scalable opportunities ripe for investment.

Education 52

Education Sale Middle Market Mergers and Acquisitions 52

Solganick & Co.

JANUARY 2, 2024

Negotiation Missteps : Poor negotiation tactics may result in unfavorable terms, leaving money on the table or causing long-term issues post-sale. Key Personnel : Retention of key personnel is crucial; the departure of essential staff during the sale process can harm the company’s value and operational continuity.

M&A 52

M&A Negotiation Valuation Mergers and Acquisitions 52

Focus Investment Banking

AUGUST 6, 2023

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.” Companies that can demonstrate strong ESG programs are more likely to command greater valuations when it comes to a sale.

Middle Market 52

Middle Market Business Government Profitability 52