Peak Frameworks

MAY 2, 2024

Risk Management: Offering sales on credit introduces the risk of default, requiring businesses to implement robust risk management strategies. Bad Debt Management: Estimating the likelihood of non-payment and accounting for bad debts is crucial for providing a realistic view of financial health.

Sale 52

Sale Accountant Financial Statement Business 52

The TRADE

OCTOBER 24, 2023

Eurex onboarded State Street in May of this year, becoming the first clearing house outside of the US to trade and centrally clear repo transactions with the move allowing State Street clients to benefit from multilateral netting providing risk management and collateral optimisation.

Trading 59

Trading Risk Management Equities Management 59

The TRADE

JANUARY 30, 2024

Esposito joined Goldman Sachs in 1995 as a salesperson for emerging markets debt. He was named managing director in 2002 and partner in 2006. Jim Esposito “No matter the role, Jim has dedicated himself to our business with a keen focus on serving our clients, promoting effective risk management and enhancing the culture of the firm.

Banking 52

Banking Bank Investment Banking Risk Management 52

Focus Investment Banking

MARCH 10, 2025

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). Why It Matters: Healthy working capital keeps the business running smoothly day-to-day.

Investment 52

Investment Book-building Sale Business 52

The TRADE

JUNE 5, 2023

outstanding shares held and UBS will assume responsibility for Credit Suisse’s obligations under its outstanding debt securities. Todd Tuckner, UBS global wealth management chief financial officer and head of business performance and risk management, is set to replace her.

Shares 52

Shares Risk Management Business Debt 52

Mergers and Inquisitions

MARCH 13, 2023

Remember that, normally, a bank issues loans and then finds the liabilities (deposits, debt, etc.) Banks are now incentivized to be even more reckless in their “risk management” since they know this backstop exists. Why bother managing your regulatory capital if the government will save you when too many loans default?

Bank 123

Bank Banking Funds Government 123

Razorpay

AUGUST 9, 2023

Example of Merchant Banking In 2021, merchant bank Avendus Capital helped the Indian company Piramal Enterprises acquire the debt-ridden assets of Dewan Housing Finance Corporation (DHFL) for ₹34,250 crore ($4.4 It can also provide advice and assistance in areas such as financial management, corporate strategy and risk management.

Bank 52

Bank Banking Business Underwriting 52

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.

Trading 59

Trading Risk Management Portfolio Broker 59

Devensoft

JUNE 1, 2023

Debt and liabilities: assess the company’s debt levels and liabilities to determine whether it can manage its obligations during economic uncertainty. Management team: evaluate the management team’s experience and track record to determine whether it can lead the company through difficult economic times.

Economics 98

Economics M&A Management Financial Statement 98

Peak Frameworks

AUGUST 15, 2023

They are commonly used to hedge against interest rate risk. For instance, a company with variable-rate debt may enter into an interest rate swap to convert its variable-rate obligations to fixed-rate payments, providing stability in uncertain interest rate environments.

Portfolio 52

Portfolio Private Equity Risk Management Investment Banking 52

The TRADE

JULY 7, 2023

These legacy systems are entrenched in manual processes and siloed data, resulting in costly errors and expensive technical debt. We started with clearing, settlement, and custody and subsequently added securities finance, risk management, and trading. This API-first approach lets us seamlessly add new capabilities.

Capital Market 52

Capital Market Risk Management Investment Banking Funds 52

M&A Leadership Council

JUNE 18, 2024

Key Components of an M&A Risk Assessment 1. Use dashboards and reporting tools to visualize risk data. Ensure alignment of monitoring activities with overall risk management framework. Schedule regular meetings with senior management and the board to review risk status.

Risk Assessment 52

Risk Assessment M&A Mergers and Acquisitions Risk Management 52

Peak Frameworks

MAY 24, 2023

The advent of derivatives in the 1970s marked a significant milestone in global finance, offering a structured risk management approach and fostering efficient price discovery. These complex instruments enable investors to hedge risks, speculate on future price movements, and exploit arbitrage opportunities.

Portfolio Management 52

Portfolio Management Private Equity Investors Risk Management 52

Sun Acquisitions

JULY 21, 2023

It also includes analyzing cash flow, debt obligations, and potential liabilities. Legal Due Diligence: Legal, due diligence identifies any legal risks or issues arising from the transaction. Due diligence is a foundation for negotiations, valuation, integration planning, and overall risk management.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

M&A Leadership Council

JUNE 18, 2024

Key Components of an M&A Risk Assessment 1. Use dashboards and reporting tools to visualize risk data. Ensure alignment of monitoring activities with overall risk management framework. Schedule regular meetings with senior management and the board to review risk status.

Risk Assessment 40

Risk Assessment M&A Mergers and Acquisitions Risk Management 40

Wall Street Mojo

JANUARY 17, 2024

The Credit default swap helps to transfer the credit risk Credit Risk Credit risk is the probability of a loss owing to the borrower's failure to repay the loan or meet debt obligations. read more from the buyer to the third party. read more to the third party or the seller.

Financial Models 52

Financial Models Financial Modeling Insurance Valuation 52

Peak Frameworks

SEPTEMBER 19, 2023

Principles of Natural Law in Finance In the world of finance, three primary principles derived from Natural Law play a crucial role: Universality : Just as laws like gravity apply everywhere, certain principles in finance, such as risk and reward, are universally recognized. Rationality: Making decisions based on reason and not emotion.

Business 52

Business Finance Finance Investment Banking 52

Peak Frameworks

MAY 23, 2023

As the owner, you bear all the business risks. If your business, for instance, a hypothetical bike repair shop incurs debt or faces a lawsuit, your personal , assets could be at risk. Drawbacks However, the simplicity of a sole proprietorship comes with certain downsides.

Corporation 52

Corporation Private Equity Business Finance 52

Wall Street Mojo

JANUARY 17, 2024

Interest rate swaps are risk management tools, allowing parties to hedge against interest rate fluctuations and achieve desired cash flow structures. The broker-dealer network facilitates such decentralized trading of derivatives, equity and debt instruments. The banks use interest rate swaps to manage interest rate risk.

Financial Institution 91

Financial Institution Bank Banking Financial Models 91

The TRADE

OCTOBER 16, 2024

As Jean-Charles Sambor, head of emerging market debt at TT International Investment Management tells The TRADE: “The emerging markets fixed income sphere is recovering, and we expect inflows back to the asset class after years of investor exodus.”

Trading 59

Trading Investors Portfolio Investment 59

Peak Frameworks

OCTOBER 30, 2023

Risk Management and Loan Loss Reserves Lending money is a risky business. Provisioning for Bad Debts: Banks use sophisticated models to predict the amount of loan defaults they might experience in a given period. Not all borrowers will pay back, and banks have to be prepared for these eventualities.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

Software Equity Group

AUGUST 20, 2024

Visma Visma is a developer of cloud enterprise software that digitizes core business processes in the private and public sectors, including accounting, ERP, procurement, payroll, and debt collection solutions. The company made 12 software deals in the past 12 months ending June 30, including three in 2024.

Investment 52

Investment Management Acquisitions Business 52

Solganick & Co.

NOVEMBER 15, 2023

It aids in assessing the efficiency and profitability of a business, enabling stakeholders to gauge its ability to repay debt, fund future growth, and generate sustainable earnings. EBITDA acts as a valuable tool for investors, analysts, and stakeholders, providing a quick assessment of a company’s financial health.

Financial Analysis 52

Financial Analysis Mergers and Acquisitions Profitability Accountant 52

Razorpay

DECEMBER 15, 2024

Private banking services may differ from one bank to another but here are the main services provided by private banks: Wealth Management and Investment Advice Private banks provide comprehensive wealth management services, such as customised portfolio management, global asset allocation, and financial planning services.

Bank 52

Bank Banking IT Management 52

Midaxo

APRIL 25, 2023

Assess the target’s financial health, profitability, and growth potential.Evaluate the target’s working capital management, debt structure, and capital expenditure requirements. Identify any potential financial risks or red flags. Assess the potential risks or challenges associated with integrating the two companies.

M&A 130

M&A Consulting Mergers and Acquisitions Valuation 130

GillAgency

FEBRUARY 10, 2022

For example, a buyer may not assume a debt or take over a piece of real estate. Risk Management Every project has risks. There is also a risk of not doing a project. All parties are paid at the same time – attorneys, brokers, any outstanding debt that is getting settled or any partner stock or share.

Business 52

Business Sale Broker IT 52

The TRADE

APRIL 30, 2024

In a wider sense, Basel III impacted financial market by promoting greater stability, resilience, and risk management within the banking sector. This has resulted in a range of operational and legal challenges, as well as potential basis risk between Libor and RFR-based contracts.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

The TRADE

FEBRUARY 24, 2025

Allen Zimmerman, SimCorp The move will enable SimCorp to complement its Axioma risk models and portfolio construction capabilities with Yield Books fixed income analytics to deliver analytics for securitised debt. The post SimCorp and Yield Book partner on analytics suite integration appeared first on The TRADE.

Book-building 64

Book-building Risk Management Asset Management Debt 64

The TRADE

FEBRUARY 28, 2025

Much work has been done to increase capital requirements, enhance risk management, improve liquidity, reduce leverage, and improve oversight. Whilst mandatory clearing may reduce risk and some may debate that it does bring a host of post-trade operational efficiencies.

Financial Institution 59

Financial Institution Trading Architecture Risk Management 59