The TRADE

OCTOBER 27, 2023

There will be a well-documented impact on other areas, such as stock lending, FX and ETFs, and we will be looking to see how T+1 lands in the US on those wider activities. To get an idea of the scale of this change, it’s been estimated that we will see an 85% reduction in time to match and settle trades.

Trading 64

Trading IT Financial Services Investors 64

RKJ Partners

AUGUST 6, 2017

This valuation framework and basis is incorporated into the letter of intent (LOI) and purchase agreement, two legal documents signed by both the buyer and seller that layout the basic and detail terms of the business acquisitions. How valuing a target works An integral part of valuing a target company involves crunching the numbers.

M&A 40

M&A Valuation Mergers and Acquisitions Discounted Cash Flow 40

M&A Leadership Council

FEBRUARY 8, 2023

Learn and document new, upgraded, or innovative integration techniques focused on speed-to-value capture and be ready to immediately apply them at your own company after the event.

M&A 52

M&A Collaboration Corporation Business 52

Software Equity Group

MARCH 26, 2024

Recent software acquisitions include Sensire, a developer of cold chain monitoring technologies for the food and healthcare industries; Cloud Coach, a provider of business and productivity software; and Xential, a document creation SaaS firm. The firm employs 246 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Wizenius

JULY 26, 2023

In the past, before foreign banks entered India and the rise of MBA programs, Chartered Accountants (CAs) dominated the financial services sector and finance jobs. Financial Modelling: Understanding and building financial models to analyze company performance and make informed investment decisions.

Investment Banking 52

Investment Banking Investment Banking Bank 52

Razorpay

MAY 27, 2024

Core banking solutions help in efficient documents and record management. RazorpayX, the business banking arm of Razorpay extends a suite of financial services and facilities aligned with core banking which caters to the changing market patterns. How RazorpayX Has Emerged to Supercharge Business Banking?

Banking 52

Banking Bank Accountant Business 52

Razorpay

JULY 11, 2023

Documents Required to Open a Current Account Opening a current account is a little more complicated than opening a personal banking account – since current accounts are tied to high volumes of transactions and big amounts of money coming in and going out, they are tightly regulated and require a list of documents to open.

Accountant 40

Accountant Bank Banking Business 40

Growth Business

OCTOBER 2, 2023

Cybersecurity (and fintech ) Much VC attention is being concentrated on cybersecurity, particularly its application in the growing fintech space, payment services and financial services platforms more generally. This is not just a legal necessity. Tim Bird is a corporate partner and a member of the VC practice at Fieldfisher.

Finance 52

Finance Finance Capital Funds 52

Mergers and Inquisitions

AUGUST 16, 2023

But you’ll also see manufacturing, cleantech, consumer, energy, real estate, and financial services deals. You can’t necessarily trust documents at face value, and there are issues with multiple versions of “the books” and other key data. You’ll often evaluate deals based on the people before even looking at a CIM.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Razorpay

OCTOBER 26, 2023

Also, banks and traditional lenders offer solutions that are document-incentive with stringent requirements and limited innovation. They’ll ask you for a pile of documents, including bank statements dating back a couple of years. This way, we simplify the flow of funds and contribute to making financial services more efficient.

Business 52

Business Management IT Banking 52

The TRADE

JANUARY 3, 2024

The service provider landscape for outsourced trading is made up of an eclectic mix of firms. Boutique independents and the largest financial services providers co-exist in this burgeoning space which has some elements of comradery and others of fierce rivalry.

Trading 64

Trading Asset Management M&A Broker 64

Mergers and Inquisitions

JULY 17, 2024

Among the domestic banks, most people view Avendus, Kotak, JM Financial, ICICI, and Axis as “the best” in terms of deals, work, and compensation. Mumbai is the financial capital, but some firms also operate in cities such as Bangalore, Kolkata (Calcutta), and Delhi NCR.

Investment Banking 59

Investment Banking Banking Bank Investment 59

Software Equity Group

AUGUST 20, 2024

Notable recent deals include the May 2024 purchase of MyCompanyFiles SAS, a provider of documents and information exchange software and related mobile applications for the accounting industry in France. The company made 12 software deals in the past 12 months ending June 30, including three in 2024. The company made 15 acquisitions in 2023.

Investment 52

Investment Management Acquisitions Business 52

Growth Business

MARCH 1, 2024

We then moved through management presentations , with the firm doing some market analysis through to negotiation of documentation and close. We went through a formal pitch process and created a shortlist of firms that were then invited to do due diligence and make investment proposals.

Private Equity 59

Private Equity Equities Investment Business 59

M&A Leadership Council

JUNE 12, 2023

We also recommend you do a dark web search for target company credentials, usernames, passwords, personal information, confidential documents, customer information, account numbers, and social security numbers, to name a few. We also believe it is vital to engage third parties to obtain a security risk assessment. .

IT 52

IT M&A Insurance Securities 52

M&A Leadership Council

SEPTEMBER 9, 2021

We also recommend you do a dark web search for target company credentials, usernames, passwords, personal information, confidential documents, customer information, account numbers, and social security numbers, to name a few. We also believe it is vital to engage third parties to obtain a security risk assessment.

IT 52

IT M&A Insurance Securities 52

The TRADE

APRIL 30, 2024

The actual implementation of UMR also led to operational challenges for market participants, given the requirement for significant upgrades to risk management systems, collateral management processes and legal documentation. A key determinant of the regulation is ESMA’s rules on AI is the promotion of responsible AI use.

Financial Institution 69

Financial Institution Financial Market Risk Management Banking 69

Razorpay

DECEMBER 23, 2024

Traditionally, you would need to provide various documents like bank statements, salary slips, tax returns, etc. Role of Account Aggregators in Financial Services Account Aggregators play a pivotal role in streamlining data sharing in the financial services ecosystem. Here are some of the key advantages: 1.

Accountant 52

Accountant Shares Financial Institution Financial Services 52

The TRADE

DECEMBER 30, 2024

Zac Maufe, global head of regulated industries, Google Cloud Next year will mark a turning point for the financial services industry as generative AI moves from pilot programs to widespread adoption. AI tools are becoming increasingly common across the financial services industry, including within FX.

Trading 52

Trading Financial Institution Financial Services IT 52

iMerge Advisors

APRIL 14, 2025

Vertical Focus and Domain Expertise Horizontal SaaS platforms still attract interest, but vertical SaaS and AI solutions those tailored to specific industries like healthcare, legal, logistics, or financial services are commanding premium valuations. Is the codebase modular and well-documented, or will integration be a nightmare?

Acquisitions 40

Acquisitions Valuation M&A Private Equity 40