The TRADE

OCTOBER 16, 2023

In September, Winterflood, a division of Close Brothers, said annual profits had collapsed by 75% to £3.5 Parent company Close Brothers reported a 52% drop in operating profit for the year to £112 million. Winterflood isn’t the only financial services firm cutting headcount in equities in London.

Profitability 64

Profitability Financial Services Trading Equities 64

OfficeHours

FEBRUARY 26, 2024

If you are anything like me, I entered the financial services industry a few years ago with a naive sense of job security. For example, increased standards for compliance is one area where financial firms can face increased costs and attention. In doing so, firms may be forced to downsize to maintain profitability.

Finance 130

Finance Finance Economics Private Equity 130

M&A Leadership Council

SEPTEMBER 16, 2024

He has both operated and consulted in roles across the leadership spectrum in a variety of industries including business services, healthcare, retail, financial services, and others. After growing up in Portland, Oregon, Adam attended Indiana University and graduated with BA in Political Science, Economics, and Russian Studies.

Mergers and Acquisitions 52

Mergers and Acquisitions Profitability M&A Financial Services 52

OfficeHours

MARCH 6, 2024

Written by a Top OfficeHours Female Coach If you are anything like me, I entered the financial services industry a few years ago with a naive sense of job security. For example, increased standards for compliance is one area where financial firms can face increased costs and attention.

Finance 130

Finance Finance Economics Private Equity 130

4Degrees

JANUARY 30, 2023

For deal-driven teams (venture capital, private equity, financial services, real estate, etc.), it’s all about who you know. And keeping track of your network is crucial for success. Unfortunately, traditional relationship management systems have not been designed with dealmakers in mind.

Private Equity 52

Private Equity Financial Services Equities Capital 52

The TRADE

NOVEMBER 15, 2023

Event driven trading strategies seek to profit from corporate events, including mergers and acquisitions, restructurings, and spin-offs. Market maker Winterflood Securities recently cut six trading positions following a 75% drop in annual profits.

Mergers and Acquisitions 52

Mergers and Acquisitions Trading Profitability Equities 52

Growth Business

NOVEMBER 23, 2023

Ascension Ventures Early-stage VC built by exited entrepreneurs ready to back the next generation of tech and impact founders Augmentum Fintech Augmentum Europe’s leading publicly listed fintech fund, investing in fast growing businesses that are disrupting the financial services sector. mortgages, insurance) software (e.g.

Investment 111

Investment Funds Capital Investors 111

Razorpay

AUGUST 9, 2023

Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. Merchant banking is a special branch of banking that provides financial services to medium to small-sized businesses. What is a Merchant Bank?

Bank 52

Bank Banking Business Underwriting 52

Razorpay

JULY 20, 2023

These funds serve as the primary source of capital for the bank’s lending activities and other financial services. However, they can be further subdivided into short and long-term financial institutions depending on the services offered.

Bank 69

Bank Banking Financial Institution Capital 69

Peak Frameworks

MAY 2, 2024

Financial deregulation, for example, saw a pivotal moment with the partial repeal of the Glass-Steagall Act in 1999 , a move that obliterated the firewalls between commercial and investment banking and profoundly influenced the landscape of financial services.

IT 52

IT Finance Finance Financial Services 52

The TRADE

MAY 29, 2024

Why are these cloud providers – hugely profitable in their own right – injecting money into exchanges and seemingly competing for market share across the capital markets landscape in order to assist the trading ecosystem with their shift? But we must ask ourselves – why?

Capital Market 72

Capital Market Financial Services Capital Trading 72

The Deal

AUGUST 9, 2023

Overall, the company has about 1,500 customers in retail, financial services and other markets. Profitable Growth SymphonyAI , which became profitable in the first quarter, aims to be the No. Revenue is growing at about 20% to 25%, with the software-as-a-service portion of the business growing at 35% to 40%.

M&A 40

M&A Private Equity Retail Financial Services 40

Razorpay

MAY 23, 2023

Regular retail banks provide financial services to individuals but are not equipped to service businesses. Corporate banking provides businesses financial services like account holding, loans, capital, vendor management, and more. They manage all aspects of a business's financial needs. Check out RazorpayX!

Retail 52

Retail Corporation Bank Banking 52

MergersCorp M&A International

NOVEMBER 1, 2024

Asset management companies are integral players in the financial services sector, managing investments on behalf of clients, which can include individuals, institutions, and corporations. Their value is determined not only by their financial metrics but also by qualitative factors, market position, and growth potential.

Asset Management 52

Asset Management Management Valuation Discounted Cash Flow 52

The TRADE

NOVEMBER 24, 2023

Replacing retained EU law will enable firms to benefit from a streamlined and accessible legislative framework for financial services, where rules adapt over time in response to changing practices in an agile manner,” said HM Treasury in its findings. It was controversially re-banned in South Korea until 2024 earlier this month.

Shares 72

Shares Consulting Financial Institution IT 72

Software Equity Group

DECEMBER 21, 2023

Qualitative responses from investors and buyers alike indicate that profitability and the Rule of 40 are deal breakers—or makers. The most active verticals last quarter were Healthcare, Financial Services, and Government. In 3Q23, vertically focused businesses comprised 48% of all SaaS deals, up from 42% in 3Q22 and 46% in 2Q23.

M&A 52

M&A Valuation Private Equity Investors 52

The TRADE

OCTOBER 18, 2024

It’s about finding the balance which reduces duplication, synchronisation issues, translation problems, and breaks, while maintaining the controls required for financial services. All of this contributes to a significant challenge for the profitability of asset managers. So that’s not quite the right solution.

Asset Management 64

Asset Management Management Capital Risk Management 64

Software Equity Group

MAY 7, 2024

The most active verticals in 2023 were Healthcare, Financial Services, and Real Estate. Second was financial services (14%), as financial firms leaned on technology amidst a tight operating environment driven by increased capital costs. In other words, they placed a high value on profitably growing targets.

M&A 52

M&A Valuation Economics Business 52

Software Equity Group

MAY 8, 2024

The most active verticals in 2023 were Healthcare, Financial Services, and Real Estate. Second was financial services (14%), as financial firms leaned on technology amidst a tight operating environment driven by increased capital costs. In other words, they placed a high value on profitably growing targets.

M&A 52

M&A Valuation Economics Business 52

The TRADE

DECEMBER 8, 2023

While these regulations may reduce cybersecurity risks across the financial services industry, the costs of implementation may be significant and some of the filing requirements may distract entities when they are dealing with cybersecurity incidents,” the firm explained.

Broker 113

Broker Asset Management Trading Funds 113

Software Equity Group

MARCH 26, 2024

And it typically boils down to a few common elements that successful SaaS companies do particularly well: High-quality SaaS companies feature predictable, recurring revenues, solid unit economics , and high gross margin and gross profit rates. The firm employs 246 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

TM Capital

AUGUST 8, 2024

” Fitt’s experience highlights the significant strides that the financial services industry and broader business world have made toward gender balance over the last 50 years. The next morning, I called a friend of mine in the art world who had founded a non-profit, and I said, How can I help?”

Book-building 52

Book-building Financial Services Finance Finance 52

Wall Street Mojo

FEBRUARY 9, 2024

In the financial services industry, insurance companies use these portfolios to manage their assets and liabilities positions. As hedging tools, these portfolios balance risk-return tradeoffs, particularly in the financial services sector. Such portfolios enable timely financial reporting.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

M&A Leadership Council

JUNE 20, 2024

Consider the following data points published in Forbes: Companies with highly engaged employees outperform their competition by 147% Companies that invest in employee experience are four times more profitable than those that don’t Companies with a highly engaged workforce experienced a 19.2%

M&A 52

M&A Business Management Accountant 52

Razorpay

AUGUST 14, 2024

Organized by Razorpay, a leading payments and financial services platform, this summit will be held on 5th September 2024 at Le Meridien, Gurgaon. From Pitch to Profit: Learn from successful entrepreneurs who have scaled their businesses. Winning Strategies for Your Shopify Store: Optimize your Shopify store for maximum impact.

Retail 52

Retail Business Funds Shares 52

Mergers and Inquisitions

MARCH 13, 2024

Most companies are already profitable, the potential returns are lower, and there’s usually a large secondary component (i.e., Growth equity firms could invest in any industry but tend to be skewed toward technology and TMT , with some exposure to consumer/retail , healthcare , and financial services.

Private Equity 105

Private Equity Equities Capital Portfolio 105

The TRADE

DECEMBER 21, 2023

One of the greatest revelations across the financial services sector (and beyond) was that mantra of ‘we don’t have to do things the way we used to’ as office hours turned to hybrid work-from-home setups and video conferencing and instant messaging became the norm. Why are firms outsourcing?

Trading 64

Trading Management Funds Asset Management 64

The TRADE

OCTOBER 18, 2024

“If you look at what those firms need in terms of prime-related services, well, cash PB and synthetics are just the basics. This trend, and shift away from an equity-centric sector, has cemented these prime brokerage divisions as the jewel in the investment banking crown for many of the largest players in financial services. “A

Funds 69

Funds Broker Bank Banking 69

Wall Street Mojo

JANUARY 15, 2024

Access to Financial Services Influence: Reliance on cash is impacted by factors such as restricted access to traditional banking services or the existence of alternative financial systems. You can learn more about financing from the following articles – Profit Motive Arm’s Length Transaction Speculative Motive

Economics 52

Economics Financial Transaction Business Management 52

Growth Business

MARCH 1, 2024

If your business has an innovative product that can disrupt the market as well as strong figures that suggest it can generate a large profit within five years, it’s very likely that a private equity company will be interested in you.

Private Equity 59

Private Equity Equities Investment Business 59

Razorpay

OCTOBER 3, 2024

Importance of Payment Operations As digital payments grow, businesses encounter several challenges with traditional payment systems: Managing Multiple PSPs: Coordinating relationships and integrations with various payment service providers(PSPs) can be complex. This enables the integration of financial services into non-financial platforms.

Bank 52

Bank Banking Business Accountant 52

Razorpay

OCTOBER 26, 2023

This process can be quite a hassle, especially for business loans where not all businesses can show three years of profitability. This way, we simplify the flow of funds and contribute to making financial services more efficient.

Business 52

Business Management IT Bank 52

How2Exit

AUGUST 2, 2023

rn The speaker also mentions BlackRock, a financial services company that has one of the oldest and most powerful AIs in the world. BlackRock's AI, known as Aladdin, is used for making financial decisions and is considered indispensable by top stock brokerage firms and insurance providers.

Mergers and Acquisitions 130

Mergers and Acquisitions Mergers Acquisitions M&A 130

The TRADE

APRIL 30, 2024

The implementation of Basel III did, however, face a range of challenges , particularly in relation to its potential impact on bank profitability and lending activities. Higher capital requirements have come about for market participants, namely for financial institutions as it has impacted their profitability and trading strategies.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

Beyond M&A

FEBRUARY 14, 2025

Areas of Accountancy M&A Activity There’s a lot of value in tech due diligence within services firms and accountancy offers a broad level of firms to invest or buy, These are some areas we’ve worked in in the past: Accountancy Practices Traditional accounting firms providing financial services to businesses and individuals.

Accountant 130

Accountant M&A Management IT 130

Growth Business

FEBRUARY 19, 2025

However, while fintech continues to disrupt traditional financial services, the increasingly complex funding landscape has created challenges. Angel investors, while still active, are becoming more selective with their capital deployment, favouring fintech startups with clear revenue models and strong paths to profitability.

Investors 59

Investors Funds Capital Investment 59

iMerge Advisors

APRIL 14, 2025

Private equity firms, in particular, are favoring SaaS businesses with: Consistent YoY growth of 20%+ EBITDA margins of 1525% or a clear path to profitability Low customer acquisition costs (CAC) and high LTV/CAC ratios For AI companies, the same principles apply but with added scrutiny on R&D spend.

Acquisitions 40

Acquisitions Valuation M&A Private Equity 40