Global Newswire by Notified: M&A

SEPTEMBER 28, 2023

The acquisition, which closed on September 18th, continues Velocity's strategic expansion and represents their second successful acquisition and first Managing General Agent (“MGA”) acquisition. Nashville, TN, Sept. Nashville, TN, Sept.

Underwriting 74

Underwriting IT Insurance Acquisitions 74

PE Hub

OCTOBER 17, 2023

Alpine Ridge is focused on originating, underwriting, and managing factoring facilities from $50,000 to $30 million. The post Mountain Ridge Capital unveils factoring commercial finance firm Alpha Ridge Funding appeared first on PE Hub.

Finance 57

Finance Finance Underwriting Capital 57

Global Banking & Finance

SEPTEMBER 26, 2024

By Piers Williams, Global Insurance Manager at AutoRek Efficiency is a necessity in the intricate world of insurance but unfortunately for program administrators, complexity is an unavoidable reality.

Insurance 52

Insurance Underwriting Broker Management 52

Razorpay

AUGUST 9, 2023

They may help with underwriting, fundraising, credit or financial advice. Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. What is a Merchant Bank? Merchant banks may also provide services to high net worth individuals.

Bank 52

Bank Banking Business Underwriting 52

Global Newswire by Notified: M&A

MARCH 4, 2025

HAMILTON, Bermuda, March 04, 2025 (GLOBE NEWSWIRE) -- Enstar Group Limited (Enstar) (Nasdaq: ESGR) announced today its Lloyds syndicate (Syndicate 2008), managed by Enstar Managing Agency Limited, has completed the previously announced transaction with Atrium Syndicate 609, managed by Atrium Underwriters Limited.

Underwriting 40

Underwriting Management IT 40

OfficeHours

AUGUST 25, 2023

Following the GFC, the government enacted new regulations that limited banks’ abilities to underwrite highly leveraged financing. For example, banks suffered from numerous hung deals in the 2021-2022 timeframe (Citrix, Twitter, and many others), which limited the flexibility banks had to underwrite new financings.

Private Equity 130

Private Equity Equities Debt Finance 130

Global Newswire by Notified: M&A

JULY 18, 2023

Gulf Guaranty), a third-party administrator and managing general underwriter that designs, underwrites and administers group gap medical plans for small and mid-sized businesses. The transaction, which is subject to regulatory approval and other customary closing conditions, is expected to close in the third quarter of 2023.

Medical 40

Medical Underwriting Management Business 40

Cooley M&A

MAY 23, 2024

As a result of the competition among insurers, we have seen increasingly favorable rates and policy terms for policy purchasers in 2023 and continuing into 2024, as well as carrier expansion into alternative transaction structures and historically harder to underwrite areas, such as healthcare and financial services.

Insurance 52

Insurance M&A Underwriting Financial Statement 52

Growth Business

JANUARY 23, 2024

Risk management Needless to say, as with any form of insurance, there is an expectation that due consideration is given to understanding and managing your risk. However, from an (insurer’s) underwriting perspective, undertaking the relevant searches and making the appropriate filings is absolutely critical.

Insurance 111

Insurance Business Underwriting Risk Management 111

The Deal

JUNE 12, 2023

As FTV Capital marks its 25th anniversary, managing partner Brad Bernstein joined The Deal’s Behind the Buyouts podcast to discuss the evolution of payments, enterprise technology, software and financial technology over the past quarter century. Likewise, FTV Capital’s Sunlight Financial Holdings Inc.

Underwriting 52

Underwriting Middle Market Financial Services Accountant 52

How2Exit

FEBRUARY 25, 2024

With a background in bond hedge funds and management consulting, Austin transitioned into private equity before launching Steel River with his business partner, Eric Factor. rn Employee Equity : Offering equity to branch managers and employees drives investment in the company's success and helps retain top talent.

Acquisitions 130

Acquisitions Equities Private Equity Business 130

Razorpay

JULY 27, 2023

Investment banking is a branch of banking that organizes and enables large, complex financial transactions for businesses, like mergers, IPOs or underwriting. This is called underwriting. Let’s say ABC Investment Bank agrees to underwrite 1 lakh shares out of the total 5 lakh shares that Meena’s business is offering.

Investment Banking 52

Investment Banking Bank Banking Investment 52

How2Exit

OCTOBER 10, 2023

rn rn The Boopos Approach rn Boopos takes a unique approach to underwriting businesses by evaluating them as if they were the ones buying the company. Boopos also offers a personalized interview to assess the buyer's management skills, commitment to the business, and overall business plan.

Funds 130

Funds Business Mergers and Acquisitions Finance 130

Peak Frameworks

OCTOBER 30, 2023

Commercial Banks: These cater to businesses, providing loans, treasury, and cash management services. Morgan, which offer services in underwriting and M&A advisory. Goldman Sachs was one of the lead underwriters and earned considerable fees and reputation points for facilitating one of the largest tech IPOs ever.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

Razorpay

DECEMBER 15, 2024

Private banking is a personalized financial and wealth management service provided by banks to high-net-worth individuals (HNWIs). It involves offering exclusive products, tailored advice, and one-on-one attention to help clients manage, grow, and protect their wealth. What is Private Banking?

Bank 52

Bank Banking IT Management 52

Benchmark International

JULY 31, 2023

They are a Managing General Agent that services individual and commercial insurance agents. Benchmark International has successfully facilitated the transaction of George W. Evan & Associates. The firm lends its expertise in helping in

Insurance 52

Insurance Management IT Underwriting 52

Razorpay

JUNE 16, 2023

Technology infrastructure: These companies heavily rely on technology to handle various aspects of their operations, including policy management, underwriting, claims processing, and customer service. These upfront costs can strain cash flow, especially in the early stages of operations, due to the following reasons: a.

Insurance 52

Insurance Investment Underwriting Acquisitions 52

Mergers and Inquisitions

NOVEMBER 22, 2023

Bulge Bracket Bank Definition: The “bulge brackets” are the largest global banks that operate in all regions and offer all services – M&A, equity, debt, and others – to clients; they work on the biggest deals (usually $1 billion+) and have divisions for sales & trading , equity research , wealth management , corporate banking , and more.

Bulge Bracket 105

Bulge Bracket Bank Banking Boutique 105

Peak Frameworks

SEPTEMBER 10, 2023

Air and Water Pollution: Beverage giant Coca-Cola has implemented significant water management initiatives to reduce its global water footprint. Waste Management: IKEA is striving to become a circular business by 2030, meaning no products should end up as waste. Energy Efficiency: Unilever saved 1.5

Government 52

Government Private Equity Investment Banking Investment 52

Razorpay

NOVEMBER 30, 2023

NBFCs’ reliance on agents and other companies to find consumers and manage loans is an operations-heavy game. Technology can help with automating the processes for loan application, underwriting and closing the loan at speed without having to hire more staff. This means they can meet customer expectations for fast service.

Accountant 52

Accountant Book-building Business Financial Services 52

Cleary M&A and Corporate Governance Watch

APRIL 17, 2023

Insurance companies are beginning to formalise their approach to incorporating ESG risk into their underwriting processes across lines of business. Continuous education on these evolving topics for directors is key to demonstrate a level of sophistication during critical exchanges (for example, with underwriters, investors, etc.).

Underwriting 52

Underwriting Investors IT Corporation 52

How2Exit

AUGUST 8, 2023

By separating the ownership of the property from the business, entrepreneurs can focus on their core operations without the burden of property management responsibilities. The lease payments can be structured to align with the cash flow of the business, providing entrepreneurs with predictable and manageable expenses.

Sale 130

Sale Mergers and Acquisitions Business Funds 130

Razorpay

SEPTEMBER 12, 2024

Risk Management and Credit Scoring AI analyses various data points, including transaction history, spending patterns, and social behaviour, to generate accurate credit scores and perform risk assessments. It can manage complex processes without fatigue or oversight. Challenges in AI for Digital Payments 1.

Financial Institution 52

Financial Institution Business Securities IT 52

Razorpay

JULY 24, 2024

Merchant onboarding is the process of a payment company allowing a business to manage customer payments securely. Underwriting: Assess the business’s financial stability, creditworthiness, and risk profile. Some PSPs provide additional services like fraud detection, risk management, and reporting.

IT 40

IT Business Risk Assessment Risk Management 40

Cooley M&A

MARCH 1, 2019

Flexibility to restructure transaction timetables is critical in managing a dual-track process. On their own, each of the IPO and M&A processes place significant demands on a business and its management. A dual-track process can be managed to limit interference with the day-to-day operations of the business.

IPO 52

IPO Valuation M&A Business 52

Cooley M&A

MARCH 22, 2023

For that, you need to understand the US regulatory and shareholder litigation landscape, retain the right board and management teams taking into account applicable independence and diversity considerations, and gear up for US public company reporting and internal controls.

Mergers 52

Mergers IT Mergers and Acquisitions IPO 52

How2Exit

JUNE 10, 2024

Throughout his career, he has been instrumental in underwriting IPOs for family-held businesses and tracking the evolution of private equity. Proper preparation and due diligence, including maintaining audited financials and a strong management team, can significantly impact the outcome of a sale.

Investment Banking 100

Investment Banking Business Investment Bank 100

The TRADE

OCTOBER 24, 2024

Order and/or execution management systems (OEMS) Kicking off this whistle-stop summary as the number one most impactful innovation in the industry is the order and/or execution management system (OEMS) – the beating heart of trading desks around the world. Conditional orders Conditional orders do what they say on the tin.

Trading 120

Trading Investors IT S&P 120

Focus Investment Banking

NOVEMBER 11, 2024

Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. Meet Thrive, the Do it all small business software that can save you over 20 hours a week, attract customers, manage day to day tasks and keep communication simple with one powerful tool made for your auto business.

Insurance 52

Insurance M&A Healthcare Medical 52

Growth Business

AUGUST 22, 2023

Hopin is an all-in-one management platform where users can create a virtual venue, create branded video streams and promotional tools and manage on-site events. Insurance Bio: Howden Group Holdings is the largest European insurance intermediary group in the world, managing premiums of more than £10bn.

Insurance 52

Insurance Bank Banking Funds 52

InvestmentBank.com

MAY 26, 2021

Debt Markets Prior to COVID-19, some analysts and debt underwriters encouraged debt issuers to exercise caution after the tenth straight year of economic expansion [1]. Underwriting a New World. Though far short of 2019’s predictions, this outcome was far better than the 50 to 60% losses experienced in the first half of the year.

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

Global Newswire by Notified: M&A

NOVEMBER 25, 2024

25, 2024 (GLOBE NEWSWIRE) -- Bishop Street Underwriters (“Bishop Street”), a RedBird Capital Partners portfolio company, today announced that it will acquire Landmark Underwriting, a specialty focused managing general agent (MGA) in the London Insurance market. NEW YORK and LONDON, Nov. Financial terms were not disclosed.

Underwriting 81

Underwriting Insurance Portfolio Capital 81

Razorpay

MARCH 5, 2025

Starting March 1st, 2025, insurers will be required to block the premium amount in the policyholder’s account and only debit it once underwriting is successfully completed. The blocked amount is only deducted once the insurer completes underwriting and issues the policy. What are UPI One-Time Mandates?

Insurance 52

Insurance Underwriting Accountant Funds 52

Razorpay

NOVEMBER 25, 2024

This approach allows businesses to start accepting payments quickly with minimal paperwork and underwriting requirements. Merchant Service Providers (MSPs) Merchant Service Providers offer dedicated merchant accounts with comprehensive underwriting processes. It eliminates the complexity of managing multiple individual integrations.

IT 52

IT Accountant Business Funds 52

Razorpay

DECEMBER 23, 2024

Consent Managers: AAs manage user consent for the sharing of financial data. They can enable faster credit decisions, improved wealth management, personalised products, and inclusion of the underserved. Data Usage: The FIU uses the data for the purpose it was intended for, say loan underwriting.

Accountant 52

Accountant Shares Financial Institution Financial Services 52

The TRADE

FEBRUARY 7, 2025

For dealers and asset managers, technology becomes a core business requirement, and market share tends to accrue to firms with the most efficient and scalable infrastructure. Timelines are long, processes are manual, and underwriting fees haven’t budged. The automation train only goes in one direction.

Securities 59

Securities Electronics Trading Book-building 59

Cooley M&A

FEBRUARY 21, 2017

As the underwriting process has streamlined, and premiums have come down in the US, R&W insurance has secured a significant position in the M&A toolbox for middle-market M&A nationwide (outside of the PE context). Increasingly, we are seeing deals structured with no seller contribution for an increased premium.

Insurance 52

Insurance M&A Underwriting Private Equity 52