JD Supra: Mergers

OCTOBER 1, 2024

UK & European Financial Services M&A: Sector Trends H2 2023 | H1 2024 — Brokers / Corporate Finance - Mid-market investment banks consolidate at the fastest rate yet—Panmure Gordon & Liberum, Redburn (Europe) & Atlantic Equities and Cenkos Securities & FinnCap Group mergers reshape the City skyline.

Corporate Finance 172

Corporate Finance Broker Finance Finance 172

PE Hub

JULY 27, 2023

JFS and BlackRock are targeting an initial investment of $150 million each in Jio BlackRock. The post BlackRock and Jio Financial Services to form India-based asset management JV appeared first on PE Hub.

Asset Management 69

Asset Management Financial Services Management Investment 69

PE Hub

JANUARY 16, 2024

The funding will be used to back FirstSun's merger with HomeStreet, a financial services firm headquartered in Seattle. The post Castle Creek to invest $30m in financial holding company FirstSun appeared first on PE Hub.

Investment 92

Investment Financial Services Funds Mergers 92

Growth Business

NOVEMBER 23, 2023

Other than the US and India, there is no other country attracting the numbers of VC investment in the sector. It invests in early-stage companies in software, SaaS, healthcare, fintech, security and media. Its UK funds primarily invest at Series A through to Series C, and typically lead rounds with cheques between £2m and £10m.

Investment 111

Investment Funds Capital Investors 111

Beyond M&A

DECEMBER 18, 2024

Companies that harness this technology effectively can achieve significant competitive advantages, making them attractive targets for investment. By investing in startups and companies that are pioneering these applications, investors can tap into a growing market that is set to revolutionize how businesses operate.

Investors 130

Investors Investment Healthcare IT 130

Global Banking & Finance

NOVEMBER 12, 2024

For businesses operating in the financial services sector, it’s a continuous balancing act between keeping the lights on and innovating to meet changing customer demands and expectations. Limited budget increases mean that more of the funds needed to invest in emerging technologies must be found within existing operations.

Financial Services 52

Financial Services Funds Investment Business 52

Growth Business

NOVEMBER 2, 2023

per cent invested in all-male founded teams and comes despite an increase in businesses founded by women – of which now make up 20.5 The Investing in Women Code was also established in 2019 by the financial services industry to improve access to finance. per cent of UK businesses.

Investment 110

Investment Funds Equities Financial Services 110

Global Banking & Finance

OCTOBER 21, 2024

By Don Boxley, CEO and Co-Founder, DH2i The financial services sector, including banking, mortgages, credit cards, payment services, tax preparation and planning, accounting, and investing, is one of the world’s most important and influential sectors. Here, assuring reputation and trust are a must.

Financial Services 59

Financial Services Accountant Banking Bank 59

PE Hub

OCTOBER 4, 2023

Co-investments are on the rise in many sectors, including software, infrastructure and financial services. The post Cambridge Associates: Co-investing with LPs can help GPs buy and build appeared first on PE Hub.

Investment 78

Investment Financial Services 78

Global Banking & Finance

OCTOBER 29, 2024

With two decades of experience spanning technology, project management, and digital transformation, he has spearheaded critical initiatives in the financial services sector. As a CFA Charterholder and IEEE Senior Member, Swapnil combines deep financial expertise with […]

CFA 52

CFA Investment Manager Management Financial Services 52

How2Exit

NOVEMBER 25, 2024

The Roll-Up Strategy REVEALED - Watch Here About the Guest(s): Matt Duckworth is the CEO and founder of Rhapsodi, a financial services firm based in Little Rock, Arkansas. Duckworth shares his unique journey from music composition to becoming a prominent figure in financial services, focusing on the art and science of roll-ups.

Business 130

Business Mergers and Acquisitions Finance Finance 130

The TRADE

JANUARY 16, 2024

Panmure Gordon and Liberum are set to merge to create the UK’s largest independent investment bank, with ex-Barclays executive Rich Ricci stepping into the chief executive role of the combined entity. The post Panmure Gordon and Liberum agree merger to create new investment banking giant in the UK appeared first on The TRADE.

Investment Banking 109

Investment Banking Mergers Banking Bank 109

Global Newswire by Notified: M&A

SEPTEMBER 9, 2024

SMC Entertainment Enters Letter of Intent to Acquire Boutique Investment Manager, Bateau Asset Management.

Boutique 65

Boutique Asset Management Entertainment Investment Manager 65

Business Standard - FInance

JUNE 22, 2023

Investment in Indian Market: The brokerage expects manufacturing, technology, and banking & financial services to outperform.

Financial Services 98

Financial Services Manufacturing Banking Bank 98

The TRADE

DECEMBER 6, 2023

During a panel hosted by the Association for Financial Markets in Europe (AFME), panellists explored existing developments on investment research in the EU and the UK as part of the respective EU Listing Act and the UK Investment Research Review.

Investment 104

Investment Financial Market Public Trading Broker 104

Global Newswire by Notified: M&A

JANUARY 8, 2025

SMC Entertainment Closes Acquisition of Boutique Investment Manager, Bateau Asset Management.

Boutique 56

Boutique Asset Management Entertainment Investment Manager 56

Global Newswire by Notified: M&A

DECEMBER 18, 2024

(OTCQB: AIUG), a leader in AI-powered solutions across fintech, investment, and travel sectors, is pleased to announce a binding agreement to acquire BeyondTrade Securities, a licensed broker-dealer, at $2.95

Financial Services 40

Financial Services Securities Broker Trading 40

American Banker - Investment Banking

JANUARY 30, 2024

Generative artificial intelligence could streamline numerous operations across the financial services landscape, from building investor presentations to processing regulatory and legal documents.

Investment Banking 56

Investment Banking Financial Services Investment Banking 56

Accenture Capital Markets

SEPTEMBER 5, 2023

In recent years, this technique has captivated large financial services players given its potential to help drive down labor costs, reduce human errors and improve the customer experience. The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing.

Investors 88

Investors Financial Services Insurance Investment 88

The TRADE

JUNE 15, 2023

Previously, Williams served as an investment account manager at Northern Trust. Elsewhere in his career, Williams held a pricing analyst role at Financial Times and a junior business development role at Deloitte.

Electronics 108

Electronics Trading Financial Services Media 108

Global Newswire by Notified: M&A

MAY 14, 2024

Westford, USA, May 14, 2024 (GLOBE NEWSWIRE) -- SkyQuest projects that the Global Artificial Intelligence (AI) in Banking, Financial Services, and Insurance (BFSI) Market will attain a value of USD 180.93 As a result, investments in AI technology by banks, corporations, insurers and other financial institutions worldwide have soared.

Financial Services 40

Financial Services Insurance Banking Bank 40

Sica Fletcher

AUGUST 6, 2024

Our research team’s latest report compares the top insurance agency investment banks of 2024. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

The TRADE

JULY 5, 2023

AB has been granted a Category 4 Licence from the Dubai Financial Services Authority (DFSA), the independent regulator of financial services conducted in the DIFC. We are confident that with the opening of its new office in DIFC, AB is poised to become a leading player in the region’s financial industry.”

Asset Management 109

Asset Management Financial Services Financial Institution Investors 109

Global Banking & Finance

MAY 14, 2024

Latin American Investment Horizon: Trends and Insights By Andrew Seiz, SVP of Finance at Kueski, the leading buy now, pay later (BNPL) and online consumer credit platform in Latin America, known for its innovative financial services.

Investment 40

Investment IPO Financial Services Finance 40

Global Banking & Finance

MAY 31, 2024

Italian banks must invest more in technology, central bank says ROME (Reuters) – Technology investments by larger Italian banks lag behind those of their European peers, the central bank said on Friday, urging lenders to step up spending to support innovation in their offer of financial services.

Banking 40

Banking Bank Investment Financial Services 40

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. With the expansion of investment banking in India, CAs have been presented with new opportunities and challenges.

Investment Banking 52

Investment Banking Investment Banking Bank 52

Global Banking & Finance

OCTOBER 7, 2024

With over 45% of adults in the UK struggling to manage their domestic bills and credit commitments, millions are left without access to essential financial services. Boshhh Mobile helps customers improve their credit scores just by paying their phone bills—offering a seamless way to build financial […]

Financial Services 52

Financial Services Investment Management 52

Software Equity Group

MARCH 26, 2024

Based in the Netherlands and with additional offices in Antwerp, Boston, Dusseldorf, and Stockholm, the firm maintains a diverse international portfolio of companies across the consumer products, consumer services, SaaS, information technology, healthcare, and ad tech sectors. The firm currently employs 31 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

OfficeHours

JUNE 2, 2023

When you are a junior at a financial service firm, your job is to complete deliverables and take orders – nobody cares about your opinion, because quite frankly, you do not have enough seniority and experience in the field to the point where your opinion could be justified in any capacity. investment banking, private equity , VC, etc.)

Private Equity 162

Private Equity Equities Investment Banking Financial Services 162

OfficeHours

JUNE 2, 2023

When you first decide to enter the world of private equity, you will undoubtedly be more overwhelmed than you were when you entered investment banking recruiting. When it comes to investment banking, there are only so many investment banks that you can choose from. GTCR has invested more than $8.5 Best of luck!

Private Equity 147

Private Equity Equities Middle Market Funds 147

The TRADE

AUGUST 2, 2024

BNP Paribas has entered into a definitive agreement to acquire 100% of AXA Investment Managers – representing around €850 million in assets under management – for just over €5 billion. billion for AXA Investment Managers in trillion-dollar asset management JV appeared first on The TRADE. The post BNP Paribas to pay €5.1

Asset Management 57

Asset Management Investment Manager Management Investment 57

Global Banking & Finance

JULY 29, 2024

Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.

Capital 52

Capital Investment Advice Asset Management Finance 52

PCE

APRIL 5, 2024

PCE Investment Bankers, Inc. PCE), a leading financial services firm specializing in midmarket companies, is excited to announce the recent transition of 100% ownership of Group Sales, Inc. PCE served as the exclusive financial adviser to Group Sales. Group Sales”) into an Employee Stock Ownership Plan (“ESOP”).

Sale 52

Sale Financial Services Stock Investment 52

PCE

SEPTEMBER 6, 2024

PCE Investment Bankers, a leading financial services firm specializing in mid-market transactions, is pleased to announce the sale of T&E Industries Inc. (T&E) PCE acted as the exclusive financial advisor to T&E. T&E) to Carco PRP Ltd. through its U.S. subsidiary, Columbia Holdings, Inc.

Sale 52

Sale Financial Services Investment IT 52

PCE

JULY 12, 2024

PCE Investment Bankers, a leading financial services firm specializing in mid-market companies, is pleased to announce the sale of Florida Discount Drugs, Inc., doing business as Taylors Pharmacy (Taylors), to Revelation Pharma (“Revelation”), a portfolio company of Osceola Capital.

Sale 52

Sale Financial Services Portfolio Capital 52

The TRADE

OCTOBER 25, 2024

There is a n interesting dynamic with in AI where it is accessible to all of us, but challenging to implement within financial services. As much as there are some really exciting things that we can do with AI, in financial services we have a lot of regulation and compliance that we need to think abou t.

Financial Services 62

Financial Services IT Transportation Trading 62

PCE

MAY 31, 2024

PCE Investment Bankers, a leading financial services firm specializing in mid-market companies, is pleased to announce the sale of Eagle Metal Distributors (“Eagle Metal”) to Eastern Metal Supply (“EMS”), a premier distributor of aluminum products and Wynnchurch Capital, a private equity firm.

Sale 52

Sale Private Equity Financial Services Equities 52