The TRADE

FEBRUARY 28, 2024

The global head of capital markets at German asset manager DWS, Keshava Shastry, has left the business, according to two people with knowledge of the matter, The TRADE can reveal. Prior to joining Deutsche Asset Management, Shastry was employed as head of capital markets at Credit Suisse Asset Management (CSAM).

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Accenture Capital Markets

NOVEMBER 16, 2023

At Accenture’s capital markets team, we’ve completed a research project into the future of capital raising. The results should be of interest for anyone in the industry—for both public and private markets. We were keen to develop some insights into the evolving landscape of financial market infrastructure.

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The TRADE

DECEMBER 5, 2024

Liquidity management service provider OptimX Markets has partnered with BMO Capital Markets to bring the firm’s institutional algorithmic trading flow to institutional buy-side trading desks in European markets. BMO will now offer a range of trading opportunities tailored to their institutional client base through OptimX.

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JD Supra: Mergers

MARCH 4, 2024

The use of earnout provisions, which buyers and sellers often use to bridge differing views of value, is on the rise, especially in the private equity and corporate venture capital markets. By: Jones Day

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Global Newswire by Notified: M&A

MAY 3, 2024

NEW YORK, May 03, 2024 (GLOBE NEWSWIRE) -- Infinite Reality (“iR” or the “Company”), a leading global provider of cutting-edge virtual, AI-powered immersive experiences, today announced that its previously announced business combination partner, Newbury Street Acquisition Corporation (Nasdaq: NBST) (“Newbury”), has engaged BTIG, LLC (“BTIG”) as its (..)

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Accenture Capital Markets

JUNE 28, 2023

But what are their implications for capital markets firms? When looking at the concept of Total Enterprise Reinvention in my recent blog , I mentioned that creating compelling technology capabilities—a central digital core—would be key for succeeding in the markets of tomorrow. Let me begin my explanation with some history.

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JD Supra: Mergers

MAY 29, 2024

In a perplexing decision, Mithaq Canada Inc (Re), the Ontario Capital Markets Tribunal upheld a defensive private placement by a target corporation completed in the face of a hostile bid, effectively denying shareholders the opportunity to accept a premium offer. At the time of the bid the target company, Aimia Inc.

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The TRADE

JUNE 19, 2024

UBS has appointed Carlos Salcedo head of capital markets financing sales Americas, according to an internal memo seen by The TRADE. The post UBS names new head of capital markets financing sales for Americas appeared first on The TRADE. Hosie took up the role on an interim basis in March.

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The TRADE

APRIL 29, 2024

Joe Wald, BMO Capital Markets’ managing director and co-head of electronic trading left the bank, departing after four years in his most recent role, according to an update on his social media. Prior to founding Clearpool, Wald spent a year and a half at GAIN Capital as an executive vice president.

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JD Supra: Mergers

AUGUST 13, 2024

The growth in private credit (lending by institutions other than banks) has been one of the most significant capital market developments of the last decade. It is estimated that the size of the private credit market was approximately $1.5 trillion at the start of 2024 and could grow to approximately $2.8 trillion by 2028.

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The TRADE

APRIL 19, 2024

BMO Capital Markets has appointed Harj Bagria within its electronic trading division, The TRADE can reveal. BMO Capital Markets had not yet responded to a request for comment at the time of publishing. Bagria joins BMO from Credit Suisse, where he spent nearly five years.

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The TRADE

APRIL 22, 2024

BMO Capital Markets managing director and co-head of electronic trading has left the bank, The TRADE can reveal. Prior to founding Clearpool, Wald spent a year and a half at GAIN Capital as an executive vice president. The post BMO Capital Markets co-head of electronic trading departs appeared first on The TRADE.

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Periculum Capital

FEBRUARY 24, 2025

Periculum Capital Company, LLC (Periculum) is pleased to announce it advised Hope Plumbing (Hope or the Company), an Indianapolis-based provider of residential plumbing services, in its recapitalization by Redwood Services (Redwood). Faegre Drinker Biddle & Reath LLP served as Hopes legal advisor.

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How2Exit

OCTOBER 8, 2023

rn Visit [link] rn _ rn About The Guest(s): Arthur Petropoulos is the managing partner at Hill View Partners, a firm that specializes in helping privately held companies sell themselves and secure capital. rn Key Takeaways: rn rn Hill View Partners specializes in helping privately held companies sell themselves and secure capital.

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The TRADE

AUGUST 5, 2024

RBC Capital Markets appointed Mitul Patel director, central bank sales, based in London. The post People Moves Monday: State Street Global Advisors, RBC Capital Markets, Fidelity Investments and more… appeared first on The TRADE.

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Mergers and Inquisitions

OCTOBER 18, 2023

Even though we’ve covered industry groups vs. product groups and teams such as M&A , ECM , DCM , and Leveraged Finance , we continue to get questions about capital markets vs. investment banking. The questions usually go like this: Are capital markets teams (ECM, DCM, and LevFin) “real” investment banking?

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The TRADE

JUNE 25, 2024

“Mosaic has been at the leading edge of data analytics for capital markets since our inception, and the launch of Smart Markets takes our offering to the next level, introducing a new category of data product,” said Matthew Hodgson, chief executive and founder of Mosaic Smart Data.

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The TRADE

AUGUST 1, 2024

The London Stock Exchange Group (LSEG) achieved a strong H1 according to results released on Thursday, with growth across capital markets, data and analytics, post-trade and its index business. “We Total revenue for capital markets grew by just over 17% to £880 million on the back of fixed income and derivatives, among other things.

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The TRADE

JANUARY 22, 2025

I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. I made the jump to Credit Suisse and we developed this product nucleus within the equities division to facilitate content distribution and market making across all asset classes, including volatility strategies tailored for hedge fund clients.

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CNBC: Investing

DECEMBER 30, 2024

The new year could be another strong one for internet stocks, and BMO Capital Markets picked its favorites for investors looking to capitalize.

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The TRADE

JUNE 3, 2024

Societe Generale has moved to bolster its equity capital markets (ECM) offering in the US with the addition of three new individuals, according to an internal memo seen by The TRADE. The post Societe Generale Americas expands equity capital markets team with three new hires appeared first on The TRADE.

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The TRADE

JUNE 17, 2024

The expanded partnership will also include an extension of Nasdaq’s market surveillance partnership with IDX, alongside an agreement to enhance IDX’s index business to help foster a global capital markets ecosystem. The post Indonesia Stock Exchange taps Nasdaq to build out market infrastructure appeared first on The TRADE.

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The TRADE

JANUARY 14, 2025

The firm said this latest approval further strengthened its support of the evolving needs of the Indian capital markets. India remains a key strategic market for ION and this empanelment enhances our ability to meet the regions evolving needs. In June last year, ION received approval to become an equities trading vendor on BSE.

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The TRADE

MARCH 4, 2024

Tourmaline Partners has appointed Peter Murden as managing director – equity trading, as it seeks to further enhance its market reach, The TRADE can reveal. Before the move to Tourmaline, Murden was a managing director at RBC Capital Markets.

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The TRADE

JANUARY 15, 2025

Novobanco and Nasdaq have expanded their technology partnership, wherein Novobanco will expand its use of Nasdaqs Calypso platform to support the banks entire capital market operations. Nasdaq Calypso currently supports Novobancos treasury workflows, spanning trade settlement to payment and accounting processes.

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Accenture Capital Markets

OCTOBER 11, 2023

In my previous blog in this short series on generative AI in capital markets, I gave my perspective on why gen AI is so game-changing for our industry. Here are just a few of the many applications of gen AI that could offer a potential for efficiency gains in capital markets in the operations space.

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The TRADE

DECEMBER 4, 2024

As a result, policy makers have been urged to ensure that the European Union will maintain its competitiveness in the global fixed income markets, alongside preserving and potentially expanding existing liquidity in EU bond markets, which in turn will continue to ensure issuers have an effective way to finance their investment needs. “It

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The TRADE

NOVEMBER 25, 2024

The service also supports key regulatory initiatives including EMIR, CSDR and the Securities Financing Transactions Regulation (SFTR), with the aim to help promote transparency, market integrity and the competitiveness of European capital markets. “We However, the group now believes it has the correct recipe for success.

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How2Exit

MAY 23, 2023

He then worked for what are called bulge bracket investment banks, mostly in the capital market space. Castle Placement specializes in raising private equity and debt capital for clients. Concept 2: Data and Technology Drives Success Richard’s business, Castle Placement, utilizes data and technology to raise capital.

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CNBC: Investing

JULY 7, 2024

RBC Capital Markets is offering up some alternative ways to play artificial intelligence.

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H. Friedman Search

AUGUST 1, 2024

Yes, there’s great movement between firms, but when there is an individual with any sort of character flaws, that will be shared amongst senior capital market individuals; thus, preventing a colleague from making a hiring decision mistake. It is the surprise element with an issue of background checks that don’t go well.

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The TRADE

FEBRUARY 27, 2024

The deal will further bolster FIS’ capital markets technology offering, having acquired SunGard in a major deal back in 2015. Fintech giant FIS has acquired SaaS post-trade platform Torstone Technology, according to multiple sources close to the matter.

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The TRADE

JUNE 26, 2024

CME Group has enhanced its partnership with Google Cloud as it plans for a new private cloud region and co-location facility in Illinois aimed at bolstering its markets offering for futures and options. Ultimately, this will become the disaster recovery facility for the Illinois offering.

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European Investment Bank

JULY 23, 2024

The analysis follows firms that received venture capital backing and reached the scale-up phase in the European Union after 2013. Closing the scale-up financing gap is essential for the European Union to maintain its edge in technology.

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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. What Are Corporate Finance Jobs? not banks or investment firms).

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H. Friedman Search

FEBRUARY 22, 2024

Let me be very clear at the outset: my role as Head of Capital Markets Recruiting for H. I want to address questions I have received after making the announcement of our new affiliation with Core Wealth Search, in which I was hired as the President of this new and exciting recruiting company. Friedman Search.

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The TRADE

NOVEMBER 27, 2024

Conary’s capital markets career spans four decades, with his retirement paving the way for Kezar Markets’ continued growth plans. Elsewhere in his career, Miele held trading and financial services positions at organisations such as Fidelity Capital Markets and the Boston Stock Exchange.

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