Neuberger Berman’s Post

Columbia Threadneedle Investments, US is closing down its offices in Sweden and Denmark and its two salespeople in the region will be leaving the company, AMWatch has learned. The USD 608bn manager, headquartered in Boston, confirms the changes to AMWatch, explaining that it has reviewed its strategy. #assetmanagement #institutionalinvestors #retailinvestors #nordics #strategy #fundmanagement #investments

Advisors get more calls today from RIA buyers and capital providers than fund wholesalers. 📈 We often hear that a seller is sitting on a term sheet and are feeling a bit paralyzed. "They’re intrigued in a transaction, but all of a sudden it went from first date to term sheet faster than they realized, and some potential sellers start to get anxious," said Ryan Halls, co-founder of Hue Partners. "We’re hearing from a lot of people who got serious fast ... and they want help." Founders want the peace of mind knowing that what is in front of them is best for their clients, their team and shareholders. They want to flip over every rock and check every box before making the biggest decision on their once-in-a-lifetime transaction. "There’s the brain tug, the heart tug and the gut tug," Teresa G. Carey - SSCC, CPAC, founder and executive coach at PerformancePointe, Inc.. "Yes we’re looking at the data and the numbers, but we better also be paying attention to what our heart and our gut are telling us." What a fun discussion with Sam Bojarski at Citywire RIA on such a relevant topic for RIA founders. Most are feeling this in their heart and gut, but few are talking about it!

SPAC Feed: Morgan Lewis Advises KME SE on De-SPAC Agreement for Cunova’s Special Product Business  Morgan Lewis Source: Morgan Lewis Advises KME SE… - https://lnkd.in/eDtnbeeU #SPACs #SPACNews #SPAC #IPO #markets #news #capitalmarkets #trends #goingpublic #finance #business

Who’s issuing the better credits? Looking forward to a lively debate between industry experts Christoph Gort (SIGLO Capital Advisors), Ross Morrow (DunPort Capital Management) and Laura Vaughan, CFA (Federated Hermes), moderated by Matthias Kirchgaessner (PLEXUS Research)! 🗝 Deal activity in large cap vs. lower mid market? 🗝 How selective are managers when looking at deals? 🗝 What's shaping underwriting and how do managers consider leverage levels? 🗝 What flexibility is being offered for challenging credits? #privatedebt #pei #pdilondon

Aquis Corporate Finance recently participated in the 11th edition of the Vlerick Mergers and Acquisitions Barometer. Full summary of this report can be found on our website: https://lnkd.in/eKzkp2kz

Aquis Corporate Finance recently participated in the 11th edition of the Vlerick Mergers and Acquisitions Barometer organised by Vlerick Business School. A number of interesting and important key takeaways emerged in this presentation: 1) Valuation multiples experienced a decrease in 2023, except for the smaller segment < 5 mio EUR.📊 2) An M&A process takes longer than before due to increased uncertainty in the market.🤝 3) ESG is becoming increasingly important in the context of an acquisition.🌎 4) AI & data analytics are becoming more important in an M&A process.🤖 Full summary of this report - as well as the outlook for 2024 - can be found on the website: https://lnkd.in/e78bswiY #corporatefinance #acquisition #mergers #overnamebegeleiding #letexperiencetakeover

Our team just got a lot stronger with the addition of Raymond Gonzalez to Tribeca Capital! He brings decades of experience & relationships across the small cap equity landscape in Australia with leading investment banks.   Our corporate advisory model is different than most 3rd party advisors in that it is part of a large investment group and therefore we think like investors first. That means our primary aim is to increase shareholder value and grow the company for the benefit of all of its owners. We have the capacity to invest our own capital and/ or bring in 3rd party money as well – we also partner closely with other banks and advisors.   This merchant banking model creates alignment when there is a long term approach to investment and advisory – and connecting Asia & Australia with Tribeca people on the ground is increasingly important to our key clients.   If you are a company with an outstanding business in need of aligned, expert advice regarding the capital markets and corporate strategy, please DM myself or Raymond. https://lnkd.in/gA7Fdn2T #investing #capitalmarkets #australia #corporatefinance 

Boyden has partnered with Fiera Capital in the recruitment of its Head of Financial Intermediaries Relationships, Canada.   With $165.2 billion in assets under management, #FieraCapital, an independent firm, is one of Canada’s leading #investment managers. They deliver customized #multiassetsolutions across public and private market asset classes to #institutional, #financialintermediary and #privatewealth clients across North America, Europe and key markets in Asia. With - Maxime Menard, Jérôme Bichut, Stephan Pizenberg, etc.   #AssetManagement #InvestmentManagement

Martec pounding the pavement and meeting with some of our great PE clients at ACG! Reach out to Josh Emington if you would like to discuss how Martec can support your commercial diligence or portco consulting needs!

M&A deals up 130% in 2024 https://lnkd.in/gaMNpfYu Big deals are happening! Is this really an accurate characterization of deal flow in the middle market? My fellow M&A Deal Makers, What are you seeing in current deal flow?