article thumbnail

M&A Blog #20 – valuation (Dividend Discount Model - DDM)

Francine Way

For this valuation post, I wanted to talk about a valuation method that is making its way out of academia and into the real world, a method that is gaining popularity in the world of portfolio management. The major steps of DDM are: Deriving the proper discount rate (rate of return). Deciding on a forecast horizon (holding period).

Valuation 130
article thumbnail

Clearwater agrees to buy investment management platform Enfusion for $1.5B

TechCrunch: M&A

Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for asset managers, said on Monday it has entered into a definitive agreement to acquire investment management platform Enfusion for $1.5

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

When Tech Can Create Value Destruction

Beyond M&A

Value creation is often the primary focus in the investment world, where the goal is to paint a picture of prosperity and success for portfolio companies. While it’s undoubtedly magnetic to focus on value creation, a holistic approach to portfolio management must account for both creation and potential destruction.

article thumbnail

Project Portfolio Management Market Size to Surpass USD 7.95 billion by 2030, exhibiting a CAGR of 7.7%

Global Newswire by Notified: M&A

As per the report by Fortune Business Insights, the global Project Portfolio Management Market size is projected to reach USD 7.95 As per the report by Fortune Business Insights, the global Project Portfolio Management Market size is projected to reach USD 7.95 billion by 2030, at a CAGR of 7.7%

article thumbnail

Jyske Bank acquires PFA Bank

Global Newswire by Notified: M&A

As part of the transaction, Jyske Bank has entered into an agreement with PFA Invest on the administration and portfolio management of client assets. According to the agreement, the price totals DKK 245 m, including equity of approx. According to the agreement, the price totals DKK 245 m, including equity of approx.

Bank 52
article thumbnail

People Moves Monday: Nomura’s Laser Digital, Liquidnet and StoneX Group

The TRADE

This followed an internship at M&G Investments in 2017. Throughout his career, Halpern has held trading and portfolio management roles at a wide variety of firms. Most recently, he held portfolio management roles at Walleye Capital, Millennium and UBS O’Connor.

article thumbnail

The Holy Grail of Investing Letters – Warren Buffett’s Partnership Letters

Life on the Buy Side

Well, you’d be right if it wasn’t for one subtle difference – I’m talking about the Buffett Partnership letters to investors, not Berkshire Hathaway’s letters. At the age of 25, Buffett became the portfolio manager of his first fund. Mike has lost it! per year.