Midaxo

DECEMBER 11, 2023

To successfully navigate this intricate landscape, teams must embrace the concept of living playbooks — dynamic, adaptable frameworks saved within your online work management platform — that can be applied to and evolve with different future deals. The Evolution of M&A Playbooks A playbook is essentially a roadmap for the M&A process.

M&A 254

M&A Corporation Mergers and Acquisitions Collaboration 254

M&A Leadership Council

NOVEMBER 11, 2024

Her career includes impactful tenures with leading organizations such as Maersk, Google, Oracle, and Puppet, where she has demonstrated her skill in managing intricate, cross-functional M&A processes.

M&A 52

M&A Mergers and Acquisitions Risk Management Corporation 52

The TRADE

NOVEMBER 15, 2023

The new application, currently available to clients, was created as part of the Monetary Authority of Singapore’s (MAS) ‘project guardian’ – a collaborative initiative between MAS and financial market players “seeking to test the feasibility of applications in asset tokenization and DeFi, while managing risks to financial stability and integrity”.

Trading 90

Trading Collaboration Risk Management Financial Market 90

The TRADE

AUGUST 6, 2024

“This collaboration connects two mature liquidity networks in fixed income markets to offer new trading and risk management solutions for clients,” said Pete Borstelmann, president of ICE Bonds.

Trading 68

Trading Risk Management Corporation Collaboration 68

The TRADE

OCTOBER 23, 2024

Algorithms, especially when developed and managed internally, can significantly enhance the front-office tech stack. Moreover, algorithms help better understand the market, providing investment managers with valuable information to make more informed decisions. What role could algos play in levelling up the front-office tech stack?

Risk Management 58

Risk Management Investment Manager Book-building Management 58

The TRADE

NOVEMBER 22, 2023

. “In today’s complex and fast-paced investment landscape, real-time performance attribution can provide transparency and clarity regarding the drivers of financial returns, particularly in portfolio construction and active risk management,” said Lars Ole Hansen, global product manager at SimCorp.

Investment 110

Investment Investment Manager Portfolio Management Management 110

The TRADE

JULY 2, 2024

Read more – Artificial Intelligence in fixed income: A paradigm shift Chin has held a range of leadership roles in quantitative research, risk management and portfolio management at AB, both in New York and London, since joining the firm in 1997. As part of his new appointment, Chin will be based in New York.

Portfolio Management 79

Portfolio Management Risk Management Financial Services Collaboration 79

The TRADE

AUGUST 22, 2024

China Minsheng Bank has adopted Bloomberg’s sell-side execution management solution, ETOMS, alongside expanding its use of Trade Order Management Solutions (TOMS). The development will be used to support the commercial bank’s RMB cash bond market-making under Bond Connect and its USD interest rate swap (IRS) market-making in Hong Kong.

Bank 63

Bank Banking Trading Financial Market 63

The TRADE

AUGUST 10, 2023

Glawgow-based Scott’s experience includes equity swaps, operational risk management, and business process optimisation. She previously held the position of EMEA head of equity OTC settlements and vice president of operations, focused on equity derivatives and cash settlements. billion for the second quarter, up from $13.1

Equities 52

Equities Risk Management Investment Banking Collaboration 52

The TRADE

OCTOBER 2, 2023

This is where a partnership with a firm like Cassini can come into its own because we see them as our equivalents in the collateral management and margin space.

Funds 63

Funds Shares Risk Management Trading 63

Devensoft

AUGUST 24, 2023

Among the transformative strategies that stand as pivotal game-changers, managing both corporate development and integrations under one business unit or team emerges as a beacon, channeling the dynamic force of synergy to foster value creation that transcends separated teams.

Business 52

Business Collaboration Mergers and Acquisitions Management 52

The TRADE

MAY 14, 2024

Whether it comes to market structure, risk management, sourcing liquidity or keeping up to speed with current regulatory and technological changes, traders are required to evolve. Traders still need to be adaptable, strong communicators, pay attention to details and risk manage.

Risk Management 52

Risk Management Trading Education Collaboration 52

Sun Acquisitions

AUGUST 2, 2024

Managed Service Providers (MSPs) play a crucial role in delivering IT services and solutions that help businesses operate efficiently. The Importance of Modern Workplace Solutions The modern workplace is characterized by increased reliance on digital tools, remote working capabilities, and seamless collaboration technologies.

M&A 52

M&A Mergers and Acquisitions Collaboration Acquisitions 52

Sun Acquisitions

FEBRUARY 23, 2024

Budgeting and Forecasting: They assist in creating post-acquisition budgets and forecasts , which are crucial for financial planning and risk management. Risk Assessment: Accountants identify potential financial risks and recommend strategies to mitigate them.

Broker 59

Broker Accountant Negotiation Financial Transaction 59

The TRADE

DECEMBER 11, 2023

The lack of regulated trading venues is materially hampering the growth of the crypto derivatives trading market,” said Jeremy Punnett, M&G portfolio manager. LCH DigitalAssetClear will focus on counterparty credit, risk management, and the settlement needs of the digital asset derivatives market as institutional products develop.

Investment 52

Investment Funds M&A Trading 52

The TRADE

OCTOBER 3, 2023

We will also benefit from LCH’s world class risk management solutions and the capital and margin efficiencies that it will enable across our rates and FX clearing activity.” The post UOB goes live as clearing member for LCH appeared first on The TRADE.

Risk Management 58

Risk Management Bank Banking Trading 58

Sun Acquisitions

AUGUST 19, 2024

Contingency Planning and Scenario Analysis: Effective risk management is essential when financing M&A deals in a volatile economy. Companies should conduct thorough due diligence, stress testing, and scenario analysis to assess potential risks and develop contingency plans.

M&A 59

M&A Finance Finance Economics 59

The TRADE

JANUARY 3, 2024

Decentralised finance (DeFi) and tokenisation represent a paradigm shift in financial services and there is widespread expectation that AI will bring improved capital efficiency and risk management. To be the winners, platforms will need both the scale to fund the investments needed for change and the right culture to collaborate.

Trading 110

Trading Capital Market Capital Economics 110

M&A Leadership Council

MAY 15, 2024

Unified Strategic Vision Both teams should collaborate to understand and align with the overarching strategic goals of the merger. A unified strategic vision ensures that both diligence and integration efforts are directed towards common goals, promoting coherence in decision-making and reducing the risk of conflicting priorities.

Mergers and Acquisitions 52

Mergers and Acquisitions Mergers Risk Management M&A 52

M&A Leadership Council

JUNE 18, 2024

Cultural Risks: - Corporate Culture: Assessing the compatibility of corporate cultures. - Employee Morale: Evaluating potential impacts on employee morale and engagement. - Management Styles: Identifying differences in management styles and potential conflicts. Steps in Conducting an M&A Risk Assessment 1.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

The TRADE

FEBRUARY 29, 2024

He added: “In capital markets, we are collaborating more extensively with Tradeweb, creating new avenues for growth. Our post-trade business is in the early phase of its next stage of growth, helping financial institutions manage risk and improve capital efficiency across the whole trading book.”

Trading 112

Trading Acquisitions Capital Market Book-building 112

Peak Frameworks

OCTOBER 17, 2023

Matrix Organizational Structure Matrix Organizational Structure is a fusion of functional and divisional structures , employees report to both the functional manager and the product manager. Enhanced Interdisciplinary Collaboration: Promotes collaboration between different departments.

Corporation 52

Corporation Finance Finance Management 52

OfficeHours

JUNE 6, 2023

Through their strategic guidance, the management of private equity firms can often drive organizational changes, streamline operations, and enhance efficiency, ultimately increasing profitability and generating a return on investment for the company.

Private Equity 147

Private Equity Economics Equities Capital 147

Sun Acquisitions

MAY 31, 2024

Establishing clear and transparent communication channels helps manage uncertainties and keeps all stakeholders informed. A phased approach allows for better management and minimizes disruptions to ongoing business operations. A lack of risk management strategy may lead to financial losses, legal issues, and a damaged reputation.

Mergers 59

Mergers Mergers and Acquisitions Risk Management M&A 59

M&A Leadership Council

JUNE 18, 2024

Cultural Risks: - Corporate Culture: Assessing the compatibility of corporate cultures. - Employee Morale: Evaluating potential impacts on employee morale and engagement. - Management Styles: Identifying differences in management styles and potential conflicts. Steps in Conducting an M&A Risk Assessment 1.

Risk Assessment 40

Risk Assessment M&A Risk Management Mergers and Acquisitions 40

Software Equity Group

MARCH 26, 2024

Main Capital has made 215 total investments since its founding, with current assets under management (AUM) of $2.37B and an active portfolio of 47 firms, with a median valuation of $10.25M. The firm employs 99 professionals to manage an active portfolio of 44 companies with an AUM of $35B and a $125M median valuation.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Sun Acquisitions

OCTOBER 17, 2024

Assessing cultural fit early on can help mitigate risks and ensure a smoother transition post-acquisition, enabling both organizations to collaborate effectively towards common goals. Mitigating these risks requires careful planning, due diligence, and risk management strategies.

M&A 59

M&A Acquisitions Mergers and Acquisitions Business 59

The TRADE

MAY 29, 2024

In a joint letter, the CEOs of the three organisations said: “Ultimately, we believe that industry collaboration is not only the most expedient way but also the most effective way to build a robust global digital assets ecosystem.

Architecture 63

Architecture Trading Securities Risk Management 63

Razorpay

JULY 24, 2024

Merchant onboarding is the process of a payment company allowing a business to manage customer payments securely. A poorly executed onboarding process leads to delayed or failed transactions, increased risk of fraud, and non-compliance with industry regulations. Regularly reassess merchant profiles to detect any changes in risk.

IT 40

IT Business Risk Assessment Risk Management 40

Peak Frameworks

SEPTEMBER 11, 2023

It encompasses various principles and models, such as the McKinsey 7-S framework, Lewin's Change Management Model, and Kotter's 8-Step Process. Case in point: JP Morgan Chase utilized an OD strategy to manage the tumultuous transition during the 2008 financial crisis, demonstrating the potential of OD in the face of adversity.

Financial Institution 52

Financial Institution Finance Finance Management 52

Devensoft

AUGUST 22, 2023

Similarly, when companies from different geographic regions aim to collaborate, freelance modeling can cater to the complexities of cross-cultural integration. Rather than being absorbed into a standardized integration process, target companies become part of a dynamic collaboration that leverages their unique attributes.

M&A 52

M&A Business Mergers and Acquisitions Collaboration 52

The TRADE

DECEMBER 27, 2023

The $549 million penalties underscore the urgency for a paradigm shift in risk management. It’s time to recalibrate risk strategies to align with modern trading practices, fostering a culture of responsible communication and innovation instead of futile attempts to curb the inevitable evolution of technology-driven collaboration.

Trading 68

Trading Investment Banking Electronics Investment 68

The TRADE

SEPTEMBER 18, 2024

Is it the fund manager? The panel agreed that priority-wise, figuring out the element of risk management in the automation game comes first, before beginning to run down that road. It’s very much collaboration between trading researchers, technology and compliance within the company.” Is it compliance?

Trading 58

Trading IT Management Risk Management 58

The TRADE

JANUARY 31, 2024

Head of the EMEA equities desk at the world’s largest asset manager, Paul Battams, oversees a highly talented team of 14 traders covering the scope of equities and equity derivatives execution for the entirety of BlackRock’s investment teams. Trading will be more complex, and we will be managing more risk.

Equities 58

Equities Trading Collaboration Management 58

The TRADE

MAY 16, 2024

Today, trades are not solely measured by outcome in isolation, but instead, the focus has shifted towards understanding the holistic impact of every transaction on portfolio performance, risk management, and overall market dynamics. Collaboration needs to be impartial.

Trading 118

Trading S&P Collaboration M&A 118

Wizenius

AUGUST 16, 2023

This stage requires mastering valuation techniques, conducting thorough market research, and engaging in insightful discussions with management teams to unearth the true potential of the company. This journey encompasses risk management, optimization of financial returns, and the creation of value within the portfolio.

Private Equity 52

Private Equity Equities Investment Banking Financial Modeling 52

Peak Frameworks

OCTOBER 30, 2023

Commercial Banks: These cater to businesses, providing loans, treasury, and cash management services. Asset Management and Private Banking While most of us are familiar with regular banking services, there's a high-end segment dedicated to the uber-rich and institutional investors. Take UBS's Wealth Management division.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52