Chesapeake Corporate Advisors

NOVEMBER 14, 2024

AMA CEO Todd Woerner commented, “CCA was integral in achieving a successful sale of AMA. We are grateful for their invaluable advice, deal leadership, and the efficiency with which they ran the sale process. The laboratory receives samples from Maryland, Virginia, the D.C. region, New York, Pennsylvania, Minnesota, and Puerto Rico.

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The TRADE

AUGUST 19, 2024

Morgan Stanley appointed Gurpreet Ubhi as head of electronic FX sales for the EMEA region. Ubhi was selected to oversee FX sales for the region at Morgan Stanley after most recently serving at Citi for the last eight years. Michael Genetti joined Columbia Threadneedle Investments from as a fixed income trader.

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The TRADE

AUGUST 2, 2023

One of BCS Global Markets’ prime services sales leads has left the investment bank to join boutique merging markets broker and investment bank BancTrust. Grigoriy Kozin has been appointed head of business development, prime services and electronic execution at BancTrust after three years in his role at BCS.

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The TRADE

APRIL 29, 2024

Dom Lowres, head of execution strategy and Matthew West, electronic sales trader, at Liberum are set to join Investec in the coming months to set up a new low touch electronic desk. Lowres joins Investec as head of electronic trading and execution strategy after almost 17 years with Liberum.

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Focus Investment Banking

MAY 15, 2023

In this Q&A, we discuss how the owners prepared for a sale, which involved untethering two intertwined businesses while also ensuring that the buyers aligned with the Company’s strong culture. It evolved to be a healthcare electronic records translation and management services SaaS business.

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Sale Business Healthcare Management 52

The TRADE

MAY 17, 2024

SGX FX has confirmed African corporate and investment bank Rand Merchant Bank (RMB) as its newest liquidity provider, set to expand opportunities for traders trading the South African Rand. The post SGX FX partners with Rand Merchant Bank to enhance opportunities for South African Rand trading appeared first on The TRADE.

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The TRADE

JULY 17, 2023

Heraty is set to take on the role of head of US equity solutions and structured product sales, whilst Gleave has been appointed as head of European equity solutions. Heraty was previously at Credit Suisse where he spent four years as head of North American equity derivative sales.

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The TRADE

JULY 3, 2023

Alongside him, Torsten Schöneborn joined the bank from BNP Paribas where he had been global head of electronic platform and global head of quant prime broking. Before that, he spent almost 10 years at Deutsche Bank, where his roles included global co-head of electronic equities and head of eFX spot quant trading.

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The TRADE

OCTOBER 2, 2023

RBC appointed two former Credit Suisse senior algorithmic trading individuals to join its low touch electronic sales and trading team. Prior to joining Credit Suisse in 2006, Hilton spent six years at UBS Investment Bank as a director. He joined from Luminex where he most recently served as head of sales.

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The TRADE

JUNE 17, 2024

Start-up hedge fund Jain Global appointed a former Credit Suisse vice president and electronic sales trader to join its ranks on the trading desk ahead of its launch. Fluet takes up her new role after serving at Credit Suisse for the last five and a half years, originally joining the bank in 2018 as an analyst.

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The TRADE

OCTOBER 13, 2023

The new entity is a “leading force in UK investment banking and the adviser of choice for UK listed companies,” said Deutsche Bank, with Alex Ham, and Ross Mitchinson having been named co-chief executives.

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The TRADE

AUGUST 7, 2023

The bank is now in the process of determining who will be appointed to assume Ybarra’s responsibilities when he steps down next year, with plans to announce a succession plan in the coming months. Investment banking boutique KNG Securities appointed Gary Ballard as its new head of equities.

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The TRADE

NOVEMBER 27, 2023

In this new role, Sharma will be responsible for “leading the growth and development of Nomura’s FX Options business, enhancing both the bank’s client franchise offering and trading capabilities,” according to the business. In addition, he will focus on ensuring close coordination between the FX trading and sales teams.

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Equities Trading Electronics Investment Banking 64

The TRADE

SEPTEMBER 25, 2023

UK-based investment bank Peel Hunt appointed former head of electronic and program trading and sales at Numis Securities, Nishad Vallonthaiel, to head up its own electronic trading division. Banque, Banca Commerciale, and Lugano Espirito Santo Investment Bank.

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The TRADE

JUNE 19, 2023

Bloomberg appointed Colin Williams in an electronic trading and analytics solutions role. Fixed income investment banking boutique KNG Securities appointed Fernando Ortega as its new head of emerging market sales. Prior to that, Ortega worked at Morgan Stanley as head of institutional and onshore sales.

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The TRADE

DECEMBER 11, 2023

Kepler Cheuvreux’s execution sales specialist Cherry Albon is set to join Berenberg next year, according to multiple sources familiar with the matter. Albon has been appointed associate director, senior sales for EMEA electronic trading and program trading, set to join the firm in February next year.

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The TRADE

JANUARY 8, 2024

Industry stalwart Dan Hinxman joined Bloomberg as head of European credit electronic trading following almost six years as managing director at TP ICAP. Previously, he served as global head of institutional sales at TP ICAP, and before that worked as head of sales EMEA and Asia Pacific at BGC Partners for two years.

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The TRADE

JANUARY 29, 2024

Two former London Stock Exchange Group (LSEG) and SIX Swiss Exchange sales specialists were selected to join US equites alternative trading system (ATS) OneChronos to support its push into Europe. Elsewhere, Sherlock most recently served in a European equity sales role since 2021.

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Asset Management Trading Sale Equities 64

Peak Frameworks

AUGUST 24, 2023

Consumer products are goods sold to the end customer for personal use, including anything from food items to clothing to electronics. An example of this category would be Best Buy, with its wide range of electronics. In 2020, Apple's international sales accounted for 59% of its total revenue.

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Focus Investment Banking

JULY 17, 2024

Many of the areas below are what company acquirers focus on after sale. It turns out that knowing what these “value creation” strategies are and implementing some of them pre-sale can prove to be extremely valuable for owners of companies planning for exit. How do I know what buyers are looking for? Download the article here.

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The TRADE

NOVEMBER 6, 2023

During his tenure, Vincent held various positions across Credit Suisse, most recently as head of AES sales trading, based in London. He also worked on the client coverage team of Credit Suisse’s agency electronic trading platform, Europe, focused on bespoke execution consulting and strategies.

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The TRADE

JANUARY 16, 2024

Saxo Bank has integrated FairXchange’s liquidity management data analytics platform, Horizon, in a bid to maximise opportunities for the bank, its liquidity providers, and their clients. Rapid access to actionable data is essential, and the audience for it has also grown significantly.

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The TRADE

NOVEMBER 6, 2023

Industry Person of the Year 2023 shortlist: Seema Arora, managing director, head of execution sales, Instinet Europe Champion of The TRADE’s Rising Stars of Trading and Execution award scheme, Instinet Europe’s Seema Arora needs little introduction with an extensive financial career spanning more than 25 years.

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Trading Asset Management Equities Management 52

Focus Investment Banking

JANUARY 18, 2024

The role of a senior advisor at FOCUS Investing Banking is to provide strategic advice and guidance to clients on various financial transactions. Prior to the sale of the company to ABRA, now Caliber Collision, he was president and COO, operating 12 facilities encompassing two states, with sales exceeding $30 million.

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Focus Investment Banking

SEPTEMBER 10, 2024

The rise of plant-based alternatives has impacted traditional dairy sales, but the industry remains strong. The North American ice cream market is currently valued at $22 billion in retail sales, with a projected growth rate of 3.4% The ice cream division, which posted sales of $8.57 CAGR through 2027. It saw growth of 0.6%

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Food Private Equity Business Sale 52

Focus Investment Banking

NOVEMBER 1, 2024

Ongoing litigation around the idea of Right to Repair argues that manufacturers don’t legally have control over vehicles post-sale. Hybrid sales in the first quarter of 2024 increased 18% year-over-year , while EV sales only increased 3.8% as consumer confidence in electric vehicles declining.

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The TRADE

NOVEMBER 2, 2023

A friend suggested I consider investment banking and following a trading and sales summer placement at ABN AMRO in the City, I was instantly captivated – I had found my fit. Fast forward to the end of my studies, I applied for a position at a European investment bank. Adaptability is key.

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The TRADE

AUGUST 1, 2023

Much like many of its rivals, initial investment banking revenues from this year were curbed by difficulties in the asset class. Goldman’s smart order router (SOR), for example, connects to around 27 electronic liquidity provider (ELP) streams. Goldman Sachs’ equities revenues globally had fallen from $3.24

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Focus Investment Banking

MARCH 28, 2024

Waiting to Recapitalize We expect many PPM recapitalizations (the sale of a PPM company from one investor group to another) in 2025, assuming more clarity around interest rates arrives beforehand. First, the effect of interest rates on individual practice sales has been limited. Download the article.

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The TRADE

OCTOBER 24, 2024

Given the proliferation of high frequency trading (HFT) several investment banks chose to launch these alternative trading systems (ATS) as a means of protecting institutional clients who are typically slower to execute. In years gone by, buy-side firms have placed orders via a sell-side broker to be traded on exchange.

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Wall Street Mojo

JANUARY 4, 2024

Organic Growth : Organic growth involves expanding the company’s existing operations, increasing sales, and capturing a larger market share without merging or acquiring other businesses. This might include increasing market share significantly, becoming a household name, or setting industry standards.

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The TRADE

MAY 9, 2024

“If we could flag OTC trades and get consistency across the UK an EU it would go a long way to solving a lot of what the consolidated tape is supposed to be doing,” added Rupert Fennelly, head of electronic trading sales and coverage, Barclays Investment Bank, also speaking at Bloomberg’s event.

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The TRADE

OCTOBER 9, 2024

Previously in his career, Hagan also spent four years on the sell-side at Société Générale in various FX sales roles. Historically, investment banking and trading was fairly wild and there was a lack of control generally in terms of the way banks managed traders, P&L and risk,” he adds.

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Focus Investment Banking

OCTOBER 16, 2024

Key speakers discussed the decline in investment and sales within the EV market, drawing parallels to past technological market fluctuations, such as the dot-com bubble. I have engineers, I have electronical engineers that I work with. It’s not just us here. I have a whole team. We’re building our own BMS systems.

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Mergers and Inquisitions

APRIL 19, 2023

Metals & mining investment banking used to be a “sleepy” group. But let’s forget about the children temporarily and focus on the verticals, the drivers, deal examples, and the exit opportunities if you escape from the underground mines: What Is Metals & Mining Investment Banking?

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Focus Investment Banking

FEBRUARY 1, 2024

The dynamics of the business are changing, the basis of competition is evolving, and owners are strongly encouraged to develop a strategy that is equity-focused , not sales-focused. An equity strategy is one that focuses on maximizing your invested wealth, after taxes, come your retirement date. It’s more complicated than that.

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Equities Manufacturing Business M&A 52