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The TRADE
JANUARY 10, 2024
CME Group is set to launch options on S&P 500 annual dividend index futures on 29 January, subject to a regulatory review. ” The post CME and S&P DJI to collaborate on launch of options later this month appeared first on The TRADE.
111 
CNBC: Investing
JANUARY 8, 2024
RBC Capital Markets' Lori Calvasina sees the S&P 500 rising nearly 10% in 2024 despite near-term weakness to start the year.
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The TRADE
SEPTEMBER 12, 2024
Cboe Global Markets announced that its new Cboe S&P 500 Variance Futures are expected to begin trading on Monday 23 September on the Cboe Futures Exchange. The post Cboe set to launch new Cboe S&P 500 Variance Futures appeared first on The TRADE.
69 
CNBC: Investing
NOVEMBER 29, 2024
Trivariate Research says this pair trade offers a way to capitalize on postelection optimism heading into 2025.
111 
CNBC: Investing
DECEMBER 20, 2024
Jeff Kilburg describes selling a put spread on the SPDR S&P 500 ETF Trust.
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The TRADE
JUNE 23, 2023
The integrated solution from Bloomberg and S&P Global Market Intelligence has launched a new solution to streamline syndicated primary bond market workflows. The solution connects Bloomberg’s fixed income execution management system, TSOX and &P Global Market Intelligence’s InvestorAccess platform.
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CNBC: Investing
DECEMBER 1, 2023
The Harbor Human Capital Factor US Large Cap ETF has performed better than the S&P 500 through the first 11 months of 2023.
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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. He envisioned Conversant as a platform to capitalise on real estate opportunities across the liquidity spectrum in both public and private and up and down the capital structure including equity and credit. It’s been busy.
59 
PE Hub
JANUARY 16, 2024
General Atlantic moves for sustainable infrastructure firm Actis; S&P Global Market Intelligence confirms what we already knew – that 2023 had a big drop-off in dealmaking; new pharma deals from Vesey Street Capital and Aquiline Capital; Battery Ventures' majority investment in a decision-support software and data science company.
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Lake Country Advisors
AUGUST 8, 2024
It’s integral to ensuring that the sale benefits all stakeholders and should be one of your priorities before advertising it to potential buyers. It’s a delicate balancing act, as inaccurate valuations have polarizing consequences. However, company valuation isn’t as simple as slapping a price on your business.
97 
How2Exit
JUNE 16, 2024
E223: The Acquisitions Pilot Project: A Solution For 1st Time Buyers to Buy Lower Markets and Sell A Roll-Up - Watch Here About the Guest(s): Roger Best is a seasoned professional with a diverse background spanning mechanical engineering, law, and private equity.
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Focus Investment Banking
MARCH 10, 2025
Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. Optimize Working Capital (One Year Ahead) What It Is: Net Working Capital (NWC) is Current assets minus current liabilities (A/R + Inventory A/P + Accrued Expenses), excluding cash, which you keep (in a typical cash-free, debt-free transaction).
52 
Francine Way
JULY 11, 2017
Access to credible sources of information such as SEC EDGAR database , Treasury.gov , OECD GDP Forecast , Mergent Online, S&P Capital IQ, Hoovers, ValueLine, Yahoo Finance , MarketWatch , and Damodaran Online. Inexpensive Excel-plugin simulator such as @RISK are available for download online.
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The TRADE
MAY 16, 2024
There’s still this mistrust of TCA [among traders] because who’s to say whether I’ve done a good job or not? There’s often that initial resistance but we’re moving to a place where traders are now, for the most part, much more engaged with it. However, reservations about its usage still exist among users.
119 
Francine Way
JUNE 28, 2020
For example, it is common for conglomerates’ monthly / quarterly shareholder report to have a section on investments returns on invested capital (ROICs) and multiples on invested capital (MOICs). The Financial Update section typically starts with the presentation of the consolidated P/L (or income statement).
130 
How2Exit
SEPTEMBER 2, 2024
E241: Diving Deep into SME Acquisitions: Essential Insights, Strategies, and Success Secrets - Watch Here About the Guest(s): Danny O'Neill : Danny O'Neill is a seasoned entrepreneur with a rich background in sales and marketing. Hailing from Scotland with ties to Ireland, Danny has diverse experience in turning around small businesses.
130 
Mergers and Inquisitions
SEPTEMBER 20, 2023
Look around online, and you will quickly discover that most coverage of venture capital interview questions is junk. Categories of Venture Capital Interview Questions I would split VC interview questions into 6 main categories. Venture Capital Interview Questions: Fit / Background Q: Walk me through your resume.
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Francine Way
JUNE 22, 2020
A discussion of the target’s financials typically starts with the P/L or Income Statement, followed by the Balance Sheet, and then the Cash Flow Statement. In discussing the P/L, I typically comment on: Revenue - by lines of business, whether they appear to be gross or net, and if there is any meaningful customer concentration.
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InvestmentBank.com
JANUARY 14, 2021
The Overall Space Similar to other spaces across the globe, the initial state of emergency regarding Covid-19 in the United States brought heavy concerns for those in venture capital. While other groups and industries were still facing losses, Venture Capital managed to pull off one of its most successful years yet.
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OfficeHours
AUGUST 23, 2023
She earned her bachelor’s degree in Business Administration (BBA) from the University of Michigan – Stephen M. Ross School of Business and her master’s degree from Harvard Business School. How has your role as an investor helped you succeed personally and professionally?
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InvestmentBank.com
MAY 26, 2021
A liquidity crisis slammed businesses across the board, and COVID-19 added a new layer of complexity for companies who tried to obtain capital to weather the storm. of debt capital raised in 2019 [9]. By June 30 th , total funding came to $48M — down significantly from the $145M of capital raised over the course of 2019.
Successful Acquisitions
SEPTEMBER 11, 2023
It’s a balance where numbers meet intuition, and neither aspect should be ignored. Purposes of Valuation Before diving into the nuts and bolts of valuation, it’s crucial to understand its purposes. It’s where the art of valuation truly comes into play. It serves various purposes, each with its unique standards.
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Wall Street Mojo
JANUARY 17, 2024
A profit and loss (P&L) statement, sometimes called as an income statement, is a financial report that provides investors and outsiders with a financial overview of a company. The P&L outcome plotted on a trendline assists investors in understanding the organization’s performance over time.
Mergers and Inquisitions
MARCH 8, 2023
There are two broad categories of commodity trading, and each firm above fits within one or the other: 1) Physical – This category is more capital-intensive and requires serious logistics and operations know-how and a wide network. As the delivery date approaches, the underlying commodity’s price and its futures price converge.
119 
Francine Way
JULY 12, 2017
Calculate cost of debt, cost of equity, and weighted average cost of capital (WACC). A mature company that has been around forever (think S&P 500 companies) would be well forecasted using a 1-stage growth model (when there is only one growth rate for the entire forecast horizon). Derive Free Cash Flow to Firm (FCFF).
The TRADE
SEPTEMBER 12, 2024
Alongside these, The TRADE is excited to reveal the Editors’ Choice Awards for 2024, recognising excellence from all corners of the capital markets industry, including exchanges, trading venues, technology and data vendor services and more.
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Wizenius
APRIL 1, 2023
When companies need to raise capital, they have two primary options: Debt involves borrowing money, while equity involves issuing shares of ownership in the company. Let's take a look at examples of companies that raised capital through debt, and analyze the factors that influenced their decision.
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Mergers and Inquisitions
DECEMBER 4, 2024
There’s also some variation in how teams account for player wages, training, and equipment, with some capitalizing and amortizing this spending over time. Fixed expenses include property maintenance, professional fees, advertising/marketing, security, catering, and general/administrative.
The TRADE
MAY 29, 2024
The new futures will be based on the S&P Dow Jones Indices’ iBoxx USD Liquid Emerging Market Sovereigns and Sub-Sovereigns Index. Cboe Global Markets has set out plans to expand its credit futures product universe with the listing of new index futures on Cboe Futures Exchange.
59 
How2Exit
OCTOBER 7, 2024
E247: Why Accurate Financials are Key to Success in Buying, Selling, and Valuing Businesses - Watch Here About the Guest(s): Ryan Hutchins is an accomplished entrepreneur and expert in the field of mergers and acquisitions. A QOE engagement, he explains, "provides a pure deep dive beyond what you read in a P&L or a tax return."
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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. He explains: “If somebody’s entering a huge notional-sized order into the marketplace, they might not want to put that on-screen.
130 
Growth Business
MAY 23, 2023
London’s firms attracted $10.2bn of investment funds last year, only a 5 per cent drop from 2021’s figure – and there are still plenty of fintech roles available. While London remains a superhub within the sector, one third of all fintech roles exist outside the capital, making the UK a true global innovator. Apply here.
80 
Sun Acquisitions
NOVEMBER 17, 2023
It’s the process of determining the financial worth of a business, helping acquirers and sellers establish a fair price and make informed decisions. It uncovers any hidden risks or opportunities, allowing parties to assess the target company’s financial health. The net asset value represents the company’s worth.
Wizenius
APRIL 8, 2023
The quick fix - Venture Capital Method of valuation for start-ups Previously, as elaborated in my previous posts in this thread, the conventional DCF falls apart when it comes to valuing a start-up/young firm A quick (and a dirty) fix to the above problem is the VC Method where 1) Estimate revenue or earnings in the near future of the start-up (typically (..)
52 
Sica Fletcher
MAY 13, 2024
Investors continue to be more selective when evaluating acquisition opportunities, with many well-funded buyers in the market still mindful of the high cost of capital. The complexity of transaction activity amidst the market’s high cost of capital reinforces the importance of engaging with a strategic financial advisor.”
52 OfficeHours
OCTOBER 16, 2023
This results in the target company receiving a potentially very different capital structure than they previously had, typically with higher debt levels. According to S&P Global, the S&P fell 18.11% in 2022 amid surging inflation, rising interest rates, and an overall uncertain global outlook.
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Focus Investment Banking
JULY 24, 2024
This loss was despite a generally positive market backdrop that saw the S&P 500 gain 3.9% This performance once again trailed the broader indices, as both the S&P 500 and the NASDAQ were up more than 20% over the past year. McCarthy Capital acquired cloud communications company NUSO. and the NASDAQ gain 8.3%
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The TRADE
SEPTEMBER 26, 2024
Alongside these, The TRADE is excited to reveal the Editors’ Choice Awards for 2024, recognising excellence from all corners of the capital markets industry, including exchanges, trading venues, technology and data vendor services and more. Buy-side, Industry Person of the Year and Innovation Awards will follow in the coming weeks.
52 
How2Exit
MARCH 31, 2024
b' E199: Franchising: Unveiling the Wealth-Building Power of Franchising with Ralph Yarusso - Watch Here rn rn About the Guest(s): rn Ralph Yarusso brings a wealth of experience to the table, with a diverse background that began in military service. rn System support is vast in franchising.
130 
Francine Way
JULY 8, 2017
Lack of financial resources to grow: Lack of capital to properly market, R&D, and/or acquire may drive shareholders elsewhere. Regardless of the base reason(s), the current owners and management of a company looking for a new owner should seek to: Maximize return on investment for current owners.
130 
Razorpay
APRIL 10, 2024
Let’s delve into the world of purpose codes and understand their significance. A purpose code is a unique identifier issued by a country’s central bank that is necessary for the successful execution of international payments. This categorization facilitates the tracking of capital flow and identifies investment avenues.
52 
OfficeHours
OCTOBER 23, 2023
This results in the target company receiving a potentially very different capital structure than they previously had, typically with higher debt levels. According to S&P Global, the S&P fell 18.11% in 2022 amid surging inflation, rising interest rates, and an overall uncertain global outlook.
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