The TRADE

JANUARY 23, 2024

Omar Darwish has joined fintech pioneer GTN as equity sales trader following a three-and-a-half-year stint at Arqaam Capital. Throughout his career, UAE-based Darwish has also worked as sales trader at investment banks Credit Suisse and Commercial International Bank (CIB).

Sale 105

Sale Equities Asset Management Capital 105

How2Exit

FEBRUARY 5, 2024

b' E183: Chad Ettmueller and Monty Walker Discusses Structured Installment Sales and Annuity Products - Watch Here rn rn About the Guest(s): rn rn Chad Ettmueller: Chad is with JCR Settlements, a settlement planning firm based in Scottsdale, Arizona. rn Monty Walker: Monty is a CPA with a formal background in accounting.

Sale 130

Sale Business Funds M&A 130

iMerge Advisors

APRIL 13, 2025

Summary of: Asset Sale vs. Stock Sale: What Tech Founders Need to Know When a technology company enters M&A discussions, one of the earliest and most consequential decisions is whether the transaction will be structured as an asset sale or a stock sale. Defining the Structures What Is an Asset Sale?

Sale 40

Sale Stock M&A Negotiation 40

JD Supra: Mergers

FEBRUARY 17, 2025

Brian Andreosky,President ofAldrich Capital Advisors, andlawyerMatt Bisturis,Shareholder at Schwabe, Williamson & Wyatt,P.C.,discusssteps discusssteps thatprivate company ownersshould consider before, during, and after sale of their business tosupporta successful transition. By: Schwabe, Williamson & Wyatt PC

Business 171

Business Capital Sale 171

The TRADE

MARCH 21, 2024

US-based block trading start up OptimX has selected a former Virtu buy-side sales specialist to become its new head of institutional sales, The TRADE can reveal. Michelle Butler joins OptimX to head up its buy-side business after most recently serving at Virtu for 19 years, managing sales for its POSIT Alert business.

Sale 111

Sale Asset Management Trading Management 111

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. Effective from 1 September, Salcedo will be based in New York, reporting to Dan Murphy, Americas head of franchise sales. Hosie took up the role on an interim basis in March.

Capital Market 69

Capital Market Finance Finance Sale 69

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.

Sale 52

Sale IT Investment Banking Advisory 52

How2Exit

JUNE 3, 2024

E219: Unlocking True Business Value: Strategies and Insights for Mid-Market Sales w/ Trever Acers - Watch Here About the Guest(s): Trever Acers is an investment banking and valuation expert with over two decades of experience in the industry.

Sale 130

Sale Business Mergers and Acquisitions Valuation 130

Wall Street Mojo

JANUARY 3, 2024

What Is Sales Return Journal Entry? Sales Return in terms of payroll journal entry can be defined as the one which shall be used to account for the customer returns in the books of account or to account for when there is a return of goods sold by the customer due to defective goods sold, or misfit in requirement of the customer, etc.

Sale 98

Sale Accountant Financial Modeling Financial Models 98

The TRADE

JULY 31, 2024

RBC Capital Markets has appointed Mitul Patel director, central bank sales, based in London. As part of the role, Patel will hold responsibility for distributing global rates product, alongside collaborating closely with global trading teams, internal partners in DCM, syndicate, and sales to execute strategy and drive growth.

Capital Market 64

Capital Market Sale Capital Bank 64

CNBC: Investing

JUNE 13, 2023

A bet on luxury brands should pay off for Ulta Beauty in the not too distant future, according to Loop Capital.

Capital 98

Capital Sale 98

How2Exit

OCTOBER 30, 2023

rn Visit [link] rn _ rn About The Guest(s): Jeffery Oboy is the founder of Paratus Capital, a search fund focused on acquiring and operating small to medium-sized businesses. rn Summary: Jeffery Oboy, founder of Paratus Capital, shares his journey in the search fund space and discusses the type of business he is looking to acquire.

Business 130

Business Capital Acquisitions Shares 130

JD Supra: Mergers

JANUARY 25, 2024

​In a venture capital deal, a liquidation preference refers to the payout investors receive in a liquidation event (like a sale or merger) prior to any payments made to the common stockholders.

Negotiation 171

Negotiation Investors Capital Sale 171

PE Hub

JANUARY 31, 2024

Bain Capital bets on consumer food and health. The post Searchlight preps sale of auto diagnostics company Opus Group; Bain Capital finds opportunity in consumer food and health appeared first on PE Hub.

Food 75

Food Sale Capital 75

The TRADE

JANUARY 5, 2024

Jefferies’ managing director and head of US equity distribution in Europe, Guy Trust, has left the bank after nearly a decade to join Daiwa Capital Markets Europe, The TRADE can reveal. Prior to joining Jefferies, he spent just under a decade at Morgan Stanley as an executive director covering US equity sales in London and Scandinavia.

Capital Market 104

Capital Market Equities Capital Portfolio Management 104

The Guardian: Mergers & Acquisitions

SEPTEMBER 6, 2024

Co-founder of British cybersecurity company says ‘now is the right time to hand over the reins’, to Jill Popelka Poppy Gustafsson, the co-founder and chief executive of the British cybersecurity firm Darktrace, is to leave the company after its $5.3bn (£4.2bn) sale to the US private equity business Thoma Bravo. Continue reading.

Private Equity 84

Private Equity Equities Sale Capital 84

Sun Acquisitions

APRIL 7, 2022

Sun Acquisitions is pleased to announce the successful sale of AMIC Global, Inc. CSI is owned by private equity firm Argosy Capital based in Wayne, PA. After the sale of the business, Larry noted, “AMIC is an outstanding business built around quality products and will have a strong legacy going forward at CSI.

Manufacturing 98

Manufacturing Sale Acquisitions Mergers and Acquisitions 98

Cisco: M&A

AUGUST 6, 2024

The growing demand for advanced networking solutions in Multiple Dwelling Units MDUs presents significant business opportunities for MSPs to offer a range of cross-sale and up-sale of managed and professional IT services.

Capital 98

Capital Sale Management Business 98

JD Supra: Mergers

JANUARY 29, 2024

Section 8 of the Clayton Act prohibits one person from serving as a director or officer of two competing corporations if the corporations meet certain size and competitive sales thresholds. For 2024, Section 8 applies if each corporation has capital, surplus, and undivided profits aggregating more than $45,257,000; however, no.

Corporation 171

Corporation Profitability Sale Capital 171

How2Exit

OCTOBER 16, 2023

b' E149: Bill Snow: From Sales to Mergers and Acquisitions Expert - Watch Here rn rn Here is what my team and I learned from this interview: (These are notes from team members, writers, sometimes AI, and even listeners who submitted what i learned loosely edited and shared here) - If it seems a bit unrefined, you're reading our notes, so.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions Sale 130

Global Newswire by Notified: M&A

MARCH 17, 2025

Nexans enters into exclusive negotiations with Latour Capital for the sale of Lynxeo PRESS RELEASE Nexans announces having entered into exclusive.

Negotiation 52

Negotiation Sale Capital 52

The TRADE

OCTOBER 10, 2024

Olivia Gassner has joined JP Morgan as VP, equity electronic sales trader following a stint at RBC Capital Markets. New York-based Gassner served in the same role at RBC Capital Markets for three years prior to the move. The post RBC Capital Markets trader joins JP Morgan appeared first on The TRADE.

Capital Market 64

Capital Market Capital Electronics Equities 64

PE Hub

JANUARY 31, 2024

PE interest in continuous glucose monitoring device makers has picked up, with Highland Capital, One Equity Partners and Blackstone investing. The post Court Square to launch review of Advanced Diabetes Supply sale, sources say appeared first on PE Hub.

Sale 77

Sale Equities Capital Investment 77

Global Newswire by Notified: M&A

APRIL 2, 2025

Cotton Creek Capital Announces the Sale of Bobcat Power to Asplundh Tree Expert, LLC. Bobcat Power has grown into one of the largest dedicated providers.

Sale 40

Sale Capital 40

How2Exit

SEPTEMBER 25, 2023

With over 11 years of experience in the industry, Bob has been instrumental in growing BizBuySell and its sister sites, BizQuest and LoopNet, into the largest network of business-for-sale marketplaces in the United States. This has consequently led to a slight dip in sale prices, as buyers now require more upfront capital.

Business 244

Business M&A Mergers and Acquisitions Finance 244

The TRADE

APRIL 11, 2024

Euronext has appointed former Credit Suisse sales trader Nathalie Ruiz as head of continental equity sales. Ruiz previously spent nearly 12 years at Credit Suisse, most recently as director, sales trader for Credit Suisse’s suite of algorithmic trading strategies, Advanced Execution Services (AES).

Sale 64

Sale Equities Electronics Trading 64

PE Hub

FEBRUARY 20, 2024

The sale is expected to close toward the end of the first quarter of 2025. The post Bernhard Capital-backed Delta Utilities to acquire CenterPoint’s natural gas operations in Louisiana and Mississippi appeared first on PE Hub.

Utilities 82

Utilities Capital Sale 82

Lake Country Advisors

MAY 16, 2024

The ability to respond quickly to customer concerns and celebrate their feedback publicly builds a positive brand image that is crucial during acquisitions or sales. A robust social media strategy that contributes to this agility is often viewed as a valuable asset, making the business more attractive during sale negotiations.

Media 98

Media Business Sale Valuation 98

How2Exit

MARCH 10, 2025

The Importance of Value Creation – Instead of simply acquiring businesses, Richmond emphasizes improving them through strategic changes, sales optimization, and operational efficiency. Richmond’s strategy is to shift the conversation from an unrealistic sales price to the actual post-sale cash in the seller’s bank account.

Business 130

Business Acquisitions Mergers and Acquisitions Finance 130

H. Friedman Search

SEPTEMBER 19, 2024

For example, there are niche recruiters in sales, yet sales is so broad. Therefore, working with a niche recruiter in sales who specializes in sales of oil filters is highly individualized and exactly what you want! Firms want to capitalize on this deal flow.

Recruitment 246

Recruitment Finance Finance Sale 246

Software Equity Group

JUNE 14, 2023

One such metric is net working capital (NWC). What is Net Working Capital? Net working capital plays a central role in running your business on a daily basis because it tells you how much capital you have available (or could have in the near term) to cover the company’s near-term obligations.

M&A 93

M&A Capital Negotiation Accountant 93

PE Hub

JANUARY 26, 2024

The investment will be used to enable OnPoint to accelerate its product development roadmap, bolster its sales and marketing efforts, and strengthen the company’s customer service. The post Peloton Equity and Fort Maitland Capital invest in medical tech company OnPoint appeared first on PE Hub.

Medical 77

Medical Equities Capital Investment 77

PE Hub

OCTOBER 2, 2023

Bridge Growth Partners closes its sale of Accedian to Cisco; Chicago’s Hughes & Company is backing a healthcare data management provider; and Boston’s Bain Capital is marking its first investment in Vietnam. Also, a story about AEA Investors’ pursuit of add-ons for its portfolio company SiteLogIQ.

Sale 76

Sale Healthcare Portfolio Investors 76

Global Newswire by Notified: M&A

NOVEMBER 14, 2024

14, 2024 (GLOBE NEWSWIRE) -- FourPoint Resources, LLC (“FourPoint”), together with their partners Quantum Capital Group (“Quantum”) and Kayne Anderson, announced today the signing of a purchase and sale agreement to acquire Ovintiv Inc.’s DENVER and HOUSTON, Nov. s (NYSE, TSX: OVV) Uinta Basin assets for a purchase price of $2.0

Capital 75

Capital Sale 75

PE Hub

JANUARY 22, 2024

In this role, Knudson will lead global commercial strategy focused on driving sales, marketing, and product innovation. The post Solace Capital-backed Sun Mountain Sports recruits Knudson as president and chief brand officer appeared first on PE Hub.

Recruitment 73

Recruitment Capital Sale 73

The TRADE

APRIL 19, 2024

BMO Capital Markets has appointed Harj Bagria within its electronic trading division, The TRADE can reveal. Elsewhere in his tenure at Credit Suisse, Bagria held APAC equity trading and electronic sales trading positions, based in Hong Kong. BMO Capital Markets had not yet responded to a request for comment at the time of publishing.

Electronics 64

Electronics Capital Market Equities Trading 64

The New York Times: Mergers, Acquisitions and Dive

JUNE 6, 2024

Humane’s Ai Pin was supposed to free people from smartphones, but sales have been slow. Now Humane is talking to HP and others about a potential sale.

Sale 141

Sale Mergers and Acquisitions Capital Mergers 141