The TRADE

AUGUST 21, 2023

The four separate rulemakings put forward by the US Securities and Exchange Commission (SEC) in December last year represent the most significant attempt to revamp market structure for US equities in recent memory. While evolution of equities market structure in the US is long overdue, what form it should come in is up for debate.

Equities 52

Equities Retail Trading Broker 52

The Guardian: Mergers & Acquisitions

APRIL 17, 2023

THG’s share price jumped by 34% on Monday morning to 88p, having reached 97p in earlier trading, after it revealed the approach in a statement to the stock market.

Private Equity 52

Private Equity Equities Shares Retail 52

How2Exit

FEBRUARY 24, 2023

He has had the honor of serving as president and CEO of three national private equity-backed service companies over the past 21 years. The private equity world has changed drastically since Adam first started. Adam was recruited to join this industry and he was initially unfamiliar with the concept of private equity.

Private Equity 130

Private Equity Equities Business Mergers and Acquisitions 130

The TRADE

JUNE 8, 2023

The Depository Trust & Clearing Corporation (DTCC) will suspend its Investor Kinetics data service on 31 July, following ongoing concerns from clients and industry participants about information leakage from the service, The TRADE can reveal.

Investors 70

Investors Trading Stock Asset Management 70

The TRADE

JULY 17, 2023

Yet with equities, these markets are constrained by market hours which may be specific to a region and/or exchanges themselves. Each asset manager will need to consider the balance between the cost and benefit,” says Stuart Lawrence, head of UK equity trading at UBS Asset Management. Already in EMEA, we have six valid trading days.

Trading 52

Trading Equities Asset Management Retail 52

The TRADE

MARCH 20, 2024

The three new MSCI index options – namely Cboe MSCI world index option (MXWLD), Cboe MSCI ACWI index options (MXACW) and Cboe MSCI USA index option (MXUSA) – are designed to provide investors with exposure to international, developed and emerging markets, and US equity market performance.

Portfolio 70

Portfolio Investors Portfolio Management Equities 70

Mergers and Inquisitions

NOVEMBER 1, 2023

When you hear the words “healthcare private equity,” two thoughts probably come to mind: Wait a minute, isn’t healthcare a risky/growth-oriented sector? Before delving into these nuances, we should take a step back and define the sector: Definitions: What is a Healthcare Private Equity Firm? Why do PE firms operate there?

Private Equity 59

Private Equity Healthcare Equities Middle Market 59

Growth Business

JUNE 7, 2023

By Simon King on Growth Business - Your gateway to entrepreneurial success So, you’re trying to sell some equity… Just as with selling any other product, there is a sales process to go through: prep, introduction, qualification, presentation, objection handling, closing and follow up.

Investors 68

Investors Business Sale Investment 68

Software Equity Group

MARCH 26, 2024

For top private equity firms, there’s a lot to like about SaaS. Top Software Private Equity Firms Here is a select list of the most active PE investors in the SaaS and software industry over the past year (data taken from the SEG 2024 Annual SaaS Report ). The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

Peak Frameworks

MAY 22, 2023

The accounting equation is a fundamental concept in finance that every private equity professional, investment banker, and corporate , finance expert should be familiar with. If you're interested in recruiting for private equity and mastering concepts like the accounting equation, you should check out our Private Equity Course.

Accountant 52

Accountant Equities Debt Private Equity 52

The TRADE

SEPTEMBER 4, 2023

Prior to joining Union, Hock spent three years at Barclays as head of equity execution sales, four years at Tungsten Capital Management as head of portfolio trading and management, and two and a half years at Ferox Capital Management in a similar role. Allianz Global Investors appointed Kayvan Vahid as head of equity Europe core and value.

Investment 113

Investment Equities Trading Asset Management 113

The TRADE

MAY 28, 2024

The levels of trading volumes in European equities are influenced by a complex interplay of various factors like market fragmentation, economic conditions, monetary policy, investor behaviour and market volatility among other things. Where should regulators be focusing their attention to boost volumes in Europe?

Equities 57

Equities Trading Portfolio Management Investors 57

The Guardian: Mergers & Acquisitions

MAY 12, 2023

Investors, who have wiped out 90% of THG’s market value since September 2020, react to the latest development THG has ended talks about a possible takeover bid by Apollo saying the private equity company’s offer is an inadequate valuation of the online retail tech company.

Private Equity 47

Private Equity Retail Shares Valuation 47

The TRADE

JULY 12, 2023

This issue of The TRADE Magazine touches on all this and more, with in-depth features exploring the potential shift to 24/7 trading in equities and what the SEC’s equities market structure overhaul might mean for institutional investors. In depth – Are we on our way to 24/7 trading in equities?

Trading 52

Trading Equities Retail Investors 52

The TRADE

SEPTEMBER 1, 2023

What is driving the push for increased trading hours for US equities? When I tell people that we trade US equities overnight, they can’t believe it hasn’t been done before. Futures and FX also trade 24/23 hours, so why not US equities? What sort of benefits could 24/7 trading of equities provide?

Trading 67

Trading Equities Broker Stock 67

The TRADE

OCTOBER 18, 2023

Cboe Europe Derivatives (CEDX) has confirmed that it is set to offer single stock options from next month, with equity options available from 6 November, having secured backing from a broad range of participants. According to the business, these products amount to 70% of current ADV and open interest for the top 600 European equity options.

Stock 70

Stock Equities Trading Broker 70

The TRADE

NOVEMBER 22, 2023

The sophisticated offering is aimed at active traders and investors and offers thousands of tradable assets. The platform operates across: listed equities, commodities, cryptocurrencies, CFDs, forex, treasuries and indices. Too much of the retail trading industry has focused on gimmicky features, trend-chasing and gamification.

Trading 117

Trading Accountant Retail Equities 117

The TRADE

JUNE 23, 2023

What movement have you seen in the global equities market in the last week? Hedge funds and institutional investors were positioned too defensively and as the market’s momentum gather speed they had to adjust their positions accordingly, moving from short to long positions. What needs to be done to boost equities in Europe?

Equities 57

Equities Investors Trading Funds 57

The Deal

OCTOBER 17, 2023

On the latest episode of The Deal’s Behind the Buyouts podcast, Solomon Partners co-head of consumer and retail Cathy Leonhardt talks about the sector’s slow start to M&A this year, categories that continue to shine and potential signs of a resurgence in dealmaking.

M&A 64

M&A IPO Retail Medical 64

Focus Investment Banking

FEBRUARY 25, 2024

Lastly, going public is a liquidity event for the founders and early investors, allowing them to cash in on their success. But when it comes to tire and auto service retailers, I can only think of three – Monro Inc., According to Wells Fargo, in 2023 there are five times as many private equity-backed firms in the U.S.

Private Equity 52

Private Equity IPO Public Trading Equities 52

The Deal

JULY 21, 2023

GNL), an office and industrial REIT, agreed to combine with Necessity Retail REIT Inc. The calamity is par for the course in a REIT industry that’s exploded with disgruntled investors in recent years. Last month, Global Net Lease Inc. Soon after, the activist, Blackwells Capital LLC, settled with the combining REITs.

Retail 52

Retail Management Government Investors 52

The TRADE

SEPTEMBER 7, 2023

Named ALTD <GO>, the new function will support equity analysts and portfolio managers with intra-quarter insights which can be incorporated into research workflows, paired with consensus estimates, company news, research and guidance – ahead of earnings announcements. A privacy by design approach is used by Placer.ai

Portfolio Management 104

Portfolio Management Investment Retail Portfolio 104

The Deal

AUGUST 9, 2023

The SEC study appears to support a thesis posed by activist investor critics: That existing rules hurt rank-and-file investors who sell shares at arguably discounted prices to activists and other investors in the know before the activist discloses their campaign, a move that often results in share-price spikes.

Investors 52

Investors Retail Shares Funds 52

The TRADE

APRIL 25, 2024

What does this mean for those international investors looking into Europe, thinking, well, where’s the liquidity? Everyone in this room is to blame for the liquidity problem in Europe,” said Rupert Fennelly, EU head of equities electronic trading and sales at Barclays. There’s nothing to be doing here.

Trading 67

Trading Retail IT Equities 67

The TRADE

NOVEMBER 29, 2023

At the time of the launch, PureStream claimed to enable institutional investors to execute up to 40 times faster without price impact on their portfolio implementations. PureStream has been one of the more disruptive ideas to the equities market structure that the market has seen in quite some time.

Trading 62

Trading Retail Broker Electronics 62

The TRADE

FEBRUARY 29, 2024

Exegy claims that Liquidity Lamp offers a distinct perspective on US equities trading, helping filter out the ‘noise’ created by retail and high-frequency trading (HFT) activities. Summarised updates on iceberg trading activity are provided as a CSV file via a cross-connect at the NY4 data centre or to a chosen AWS S3 bucket.

Trading 70

Trading Retail Portfolio Equities 70

Peak Frameworks

SEPTEMBER 19, 2023

Many investors heavily poured their money into tech companies, not because of their underlying value or future revenue streams , but largely because these firms looked representative of successful startups. For instance, consider two companies in the retail sector. For instance, let's consider the tech boom of the early 2000s.

Finance 52

Finance Finance Private Equity Corporate Finance 52

M&A Leadership Council

JULY 22, 2023

Tony specializes in advising private equity and corporate investors on mergers and acquisitions, carve-outs, recapitalizations and divestitures. Tony regularly shares his network of deal-related service providers to assist clients with their transaction opportunities. Tony brings a hands-on approach to servicing clients.

Middle Market 52

Middle Market Mergers and Acquisitions M&A Private Equity 52

The TRADE

FEBRUARY 13, 2024

We need to look at markets holistically and think how we’re going to boost supply and demand in our market,” said Helina Sumbhoolaul, head of SA delta one trading and head of dealing at JP Morgan. “The derivatives market is more liquid than the underlying equity market.

Trading 62

Trading Investors Equities Electronics 62

Growth Business

MAY 31, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success According to research from Beauhurst , the first quarter of 2022 was the top performing equity investment quarter on record, with £7.28bn invested into UK start-ups. An angel investor is an individual investor with, usually, a high net worth.

Investment 71

Investment Investors Funds Business 71

Mergers and Inquisitions

JULY 31, 2024

If you ever tire of the hype around tech, industrials private equity might be an ideal hiding spot. Morgan’s acquisition of Carnegie Steel in 1901 – was an industrials private equity deal. Table Of Contents Industrials Private Equity Defined What Has Drawn Private Equity Firms to Industrials Companies?

Private Equity 59

Private Equity Equities Middle Market Debt 59

Cooley M&A

DECEMBER 14, 2020

The bankers on the panel shared the belief that the quality of SPAC sponsors has increased as private equity firms, successful dealmakers and well-regarded VC investors launching their own SPACs. More private companies have chosen to remain private for longer periods due to the availability of capital from VC and private equity funds.

IPO 52

IPO Mergers and Acquisitions Investors Private Equity 52

The Deal

JULY 24, 2023

The SEC study appears to support a thesis posed by activist investor critics: That existing rules hurt rank-and-file investors who sell shares at arguably discounted prices to activists and other investors in the know before the activist discloses their campaign, a move that often results in share-price spikes.

Investors 52

Investors Shares Management Funds 52

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth.

Private Equity 59

Private Equity Equities Investment Business 59

Focus Investment Banking

OCTOBER 30, 2023

While overall M&A activity among tire retailers, wholesalers and commercial tire dealerships remains active but noticeably slower, it’s harder for wholesalers and commercial tire dealerships to have a sale event as compared with retailers. It’s estimated that 70% of private businesses in the U.S. never have a successful exit.

Debt 52

Debt Retail Private Equity Business 52

Focus Investment Banking

SEPTEMBER 10, 2024

The North American ice cream market is currently valued at $22 billion in retail sales, with a projected growth rate of 3.4% Some deals have involved PEG-backed strategics, where private equity firms support strategic buyers in acquisitions, which are referred to below as Hybrid. CAGR through 2027. DOWNLOAD THE ARTICLE HERE.

Food 52

Food Private Equity Business Sale 52

How2Exit

MAY 6, 2024

He advocates for the importance of protecting investors and leveraging multiple valuation methods to maximize returns from both businesses and their associated real estate. rn rn rn Dan Taylor stresses the importance of having a long-term vision for investment and structuring deals in a way that benefits both investors and business owners.

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Mergers and Acquisitions Business Mergers Acquisitions 130