Global Newswire by Notified: M&A

SEPTEMBER 18, 2023

18, 2023 (GLOBE NEWSWIRE) -- World Insurance Associates LLC (“World”), a Top 50 Insurance Brokerage, announced today that it acquired the business of Ellsworth Corporation (“Ellsworth”) of Metairie, LA on September 1, 2023. Iselin, NJ, Sept. Terms of the transaction were not disclosed.

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Cleary M&A and Corporate Governance Watch

APRIL 25, 2023

And so are directors and management teams at corporates, whether public or private. While there have been a number of actual and threatened “government shutdowns” in recent years, and government agencies and executives have experience navigating them, a market perception of a credible default risk on U.S.

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The TRADE

AUGUST 1, 2023

Intercontinental Exchange (ICE) has relaunched ICE RMA, its sweeps protocol for corporate bonds, effectively expanding its fixed income liquidity offering, in response to market demand. The post ICE relaunches sweeps protocol for corporate bonds to meet market demands appeared first on The TRADE.

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The TRADE

NOVEMBER 22, 2023

The factors include upholding high standards around compliance, risk management and corporate governance.   Matt DellaRocca, head of liquidity and analytics, APAC, LMAX Exchange, said: “As Singapore becomes an increasingly important hub for global FX trading, we are delighted to have the support and recognition from MAS.

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Cleary M&A and Corporate Governance Watch

FEBRUARY 7, 2024

The Financial Reporting Council (FRC) has published an updated UK Corporate Governance Code (the Code), most of which will take effect from 1 January 2025. In addition, the FRC has published a summary of the principal changes to the Code , as well as a UK Corporate Governance Code 2024 mythbuster and a technical Q&A.

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Peak Frameworks

MAY 23, 2023

All profits generated by the business are yours alone , and tax procedures are relatively straightforward, given that they're filed as personal and not corporate income. As the owner, you bear all the business risks. On the positive side, you avoid the double taxation that corporations face.

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Cleary M&A and Corporate Governance Watch

JANUARY 23, 2024

In the last year, advances in generative AI have catalyzed board level discussion of use cases and increased budgets to fund investment and adoption, but for many corporations risk management lags behind and survey data indicate sub-optimal numbers of senior leaders taking ownership of AI risk management.

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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. The post ICE Bonds and MarketAxess connect liquidity networks to bolster bond market efficiency appeared first on The TRADE.

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The TRADE

NOVEMBER 2, 2023

Shifting strategies One way in which behaviours have changed is in terms of the length of tenors being used to hedge, with Huttman confirming that their clients – asset managers and corporates – have begun to use shorter dated hedging instruments in a bid to manage cash flow better and retain an element of nimbleness in the case of market movement.

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The TRADE

JULY 2, 2024

“As AI continues to play a critical and transformative role in enhancing AB’s investment-research, operational and business procedures, and improving efficiencies across our corporate functions, we look forward to having an industry veteran like Andrew lead our firm into the future in this newly created role.”

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Portfolio Management Risk Management Financial Services Collaboration 80

The TRADE

JUNE 12, 2024

DTCC’s Fixed Income Clearing Corporation (FICC) has launched an interactive, public facing Capped Contingency Liquidity Facility (CCLF) calculator to support the expansion of US Treasury clearing.

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Risk Management Government Management Funds 64

Growth Business

APRIL 23, 2024

By Joe Seddon on Growth Business - Your gateway to entrepreneurial success In the corridors of power within many a boardroom, discussions traditionally orbit around growth, culture, and risk management. Having a range of life experiences and viewpoints on tap also helps eradicate blind spots when it comes to risk management.

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OfficeHours

JUNE 6, 2023

Risk Mitigation: Private equity firms bring a disciplined approach to investment decision-making and risk management. Through extensive due diligence and financial analysis, they identify investment opportunities with favorable risk-return profiles.

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Global Banking & Finance

JULY 11, 2024

Kinil Doshi is a renowned Fintech expert in Banking Compliance and Risk Management, boasting two decades of extensive experience in the financial services and technology sectors. He has played a pivotal role in global corporations in successfully implementing Fintech solutions across various banking verticals.

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The TRADE

JULY 10, 2024

DTCC has launched a new public-facing Value at Risk (VaR) calculator to help increase transparency for market participants. The calculator enables participants to evaluate potential margin and clearing fund obligations associated with becoming a member of DTCC’s Fixed Income Clearing Corporation (FICC) Government Securities Division (GSD).

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The TRADE

OCTOBER 10, 2024

Catherine Clay, global head of derivatives at Cboe The new options on VIX futures will offer investors an additional tool to help manage US equity market volatility. They complement Cboe’s existing securities-based VIX index options, which are designed to provide similar risk management and yield enhancement capabilities.

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S&P Trading Risk Management Investors 69

The TRADE

SEPTEMBER 15, 2023

The entire reconciliation process from the earliest point is automated by the platform, providing increased efficiency, transparency and accuracy, alongside minimising risk and total cost of ownership. “As Self-build capability will also allow business users to design, build, test, modify and deploy their own reconciliations.

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The TRADE

JUNE 4, 2024

According to the survey conducted by DTCC across 83 sell-side institutions, daily activity on its Fixed Income Clearing Corporation (FICC) will see an increase of $4 trillion as a result of the regulatory change – thanks in large part to new stipulations around mandatory central clearing.

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The TRADE

APRIL 17, 2024

London-based fintech C8 Technologies is set to launch an FX hedging platform which employs systemic trading models to help businesses manage their currency exposures. The post C8 Technologies launches new systemic FX hedge platform appeared first on The TRADE.

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M&A Leadership Council

OCTOBER 1, 2024

As an executive team member, she provides strategic oversight of the organization’s financial, legal, HR, and corporate and client operations, ensuring resiliency and stability across all divisions. She led financial functions, risk management, HR, and IT during her tenure.

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M&A Leadership Council

MARCH 25, 2024

Peet van Biljon Advisor, BMNP Strategies LLC Peet van Biljon advises clients on strategy, transformation, and R&D and innovation management. He is a former consultant at McKinsey & Company and expert in the Strategy & Corporate Finance Practice. He also managed McKinsey’s global Innovation Practice.

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M&A Leadership Council

OCTOBER 5, 2024

She specializes in managing Human Capital activities during corporate transactions. In this capacity, she shares her expertise with other M&A professionals and organizations involved in corporate growth, consolidation, restructuring and divestitures.

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Actuary Consulting M&A Mergers and Acquisitions 40

Peak Frameworks

MAY 23, 2023

Strategic planning is an important part of corporate decision-making, providing a roadmap to guide organizations toward financial stability and growth. It helps guide capital allocation, risk management , and growth initiatives, thereby driving financial performance. For instance, Apple Inc.,

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The TRADE

SEPTEMBER 20, 2024

One counterparty defaulting could pass risk on to another party, this in turn could have a cascading effect on liquidity across the market. In addition, currently, the Fixed Income Clearing Corporation (FICC) is indirectly exposed if one of its members makes a trade with a non-member and subsequently defaults on the transaction.

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The TRADE

JULY 12, 2023

As a clearing broker, Barclays is set to advance its clearing efficiencies and its clients will benefit from capital gain opportunities and the clearing house’s ‘robust’ risk management.

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The TRADE

DECEMBER 5, 2024

These changes are designed to improve market stability, increase transparency, and mitigate systemic risks in bond markets, affecting everything from Treasury securities to corporate debt. Clearing obligations will become stricter, with enhanced oversight of margin requirements and risk management processes.

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Peak Frameworks

SEPTEMBER 12, 2023

Strategic Corporate Decisions Adam Smith's invisible hand and broader macroeconomic views are continuously at play in the corporate world. By learning from past market behaviors, professionals can craft more informed predictions and develop comprehensive risk management strategies.

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The TRADE

JUNE 14, 2023

Cboe said it is the only pan-European CCP offering these consolidated services for SFTs in European cash equities and ETFs, and subsequently it expects “to help to bring improved capital efficiencies, enhanced risk management and streamlined operational procedures to this market”.

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The TRADE

OCTOBER 27, 2023

Marex’s clearing business offers infrastructure services to a range of clients including banks, hedge funds, asset managers, corporates and trading groups. Through this addition, ASX – which currently only has a few participants – will see better counterparty risk management and more depth added to the marketplace, according to Marex.

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Peak Frameworks

AUGUST 15, 2023

Natural Hedging Natural hedging involves using the natural business operations of a company to offset financial risks. This strategy leverages existing business activities to mitigate risk exposure.

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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. Stay Current Leaning heavily on one product, service, outdated technology or critical piece of equipment is a risk. Proper risk management before a sale means diversifying offerings and updating facilities and equipment ahead of time.

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The TRADE

JUNE 19, 2023

He also spent several years at Goldman Sachs in a risk management and product control role. Elsewhere in his career, Ortega served as European head of emerging market sales at Santander Corporate and Investment Banking. Bloomberg appointed Colin Williams in an electronic trading and analytics solutions role.

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Peak Frameworks

SEPTEMBER 11, 2023

SPV in Action: The Mechanics of SPVs To better understand how SPVs work, let's look at an example: Imagine a large corporation, Company A, that owns an array of assets. Risk Management Companies utilize SPVs as a risk management tool by transferring assets and liabilities associated with particular risks to the SPV.

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Peak Frameworks

SEPTEMBER 12, 2023

The Role of WTO in Private Equity, Investment Banking, and Corporate Finance The World Trade Organization (WTO) serves as a linchpin in the realm of international trade, thereby indirectly shaping the global finance industry. China trade wars, with tariffs being imposed back and forth, posed challenges for corporate finance teams.

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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.

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Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Peak Frameworks

SEPTEMBER 11, 2023

In a financial setting, quality planning might involve setting standards for investment evaluations, defining risk management protocols, or outlining due diligence procedures for potential acquisitions. In 2012, Microsoft made a significant corporate financial decision — the acquisition of Yammer for $1.2

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The TRADE

MAY 29, 2024

Building on the partnership formed last year to tackle the future of digital assets together, the Depositary Trust and Clearing Corporation (DTCC), Clearstream and Euroclear have published a whitepaper to establish a set of risk management controls and guidelines for the future development of the technology. The principles, named the Digital Asset (..)

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