Sentences with phrase «equity client base»

Not exact matches

By setting up deals in which Lunar would receive equity - based compensation from its clients, the founders could tap into «the power of the multiple» — the ability to turn what might have been simply a fee - for - service payment into an equity stake worth much more in the long run.

The deal, which is expected to be announced later on Monday, is the latest example of the private equity sector's appetite for U.S. business software companies with predictable maintenance and subscription revenue and a loyal client base.

Rabobank and Kepler Cheuvreux have agreed to let the Netherlands - based bank keep client relationships while using the French equity house's research and sales.

My first view is based on the finding that client equity growth and prevailing interest rates are the main drivers of brokerage equity prices.

Our client base includes many of the most prominent companies and families in Latin America, and many of the largest multinational corporations and private equity funds investing in the region.

George W. Smith IV, a Southfield - based accountant, said he's had some clients forget to bring him paperwork for their home equity loan interest because they were under the impression that home equity loan interest is no longer deductible.

Warsaw - based PKO Bank Polski raised $ 396 million for its clients in four equity deals last year, significantly growing its business with its $ 937 million purchase of Nordea Bank Polska from Nordea last June.

His client base includes private equity funds, financial institutions, developers, and operators in the acquisition, financing, development, sale and leasing of all classes of commercial properties including office, hotel, multifamily, retail, public storage, mixed use and condominium properties.

In serving clients, Rose works to help educators and others at the state, district and local levels to use data and evidence - based practices to address the many equity issues that arise across the three - state region.

GW&K is a dynamic investment management firm that offers active equity and fixed income investment solutions to help meet the needs of a diverse client base.

Launched in 2013, Finvasia is based out Chandigarh (Punjab) and allows its clients to trade in Equities, Derivatives and Commodities.

Essex manages growth equity portfolios for institutional clients, high net worth clients, mutual funds and private partnerships based on early identification of growth, wherever it exists.

We have many private mortgage lenders across Canada who have helped our clients receive second mortgages regardless of income or credit, on the basis of equity in their property.

The decision to close Independent Value was based upon the recommendation of the portfolio manager, Eric Cinnamond, who stated that given the current fundamental environment, the Strategy's roughly 90 % + cash balance, and the lack of discounts in the equity portfolio, it is no longer in the best interest of clients to continue offering the Strategy.

RK Global, now settled as a discount stockbroker, has its headquarters in Mumbai and offers free equity segment based tips to clients along with offering low brokerage charges, which is kind of rare.

I like to use equity ETFs based on broad indices as the core building blocks of client portfolios.

Franklin Templeton currently manages global equities, emerging markets and fixed income assets for Malaysia - based institutional clients.

We have clients that contact us on a regular basis to take out their home equity at low rates, and then invest with their financial planners for higher returns where they can get up to 8 % or more.

«I have counseled my clients to allocate a percentage to equities based upon market valuations.

Annual Disclosure Notice Brokerage and Investment Advisory Services Cash Management Awards Points Program Rules Consolidated Report Disclosure Electronic Funds Transfer Services and Cash Management Program Debit Card IRA Clients — Notice of Approval International Disclosures Margin Account Facts and Disclosures Options Level Descriptions for Accounts at Baird Private Investment Management (Commission - Based Pricing) Disclosure Routing of Equity Orders Safety of Client Assets Schedule of Fees and Services Charges

Ian Tam is the Manager of the Client Services team at CPMS, a division of Morningstar that focuses on providing high quality equity fundamental data and disciplined rules - based investment processes to the institutional buyside and investment advisors across North America.

Ian Tam is the Manager of the client services team at CPMS, a division of Morningstar that focuses on providing high quality equity fundamental data and disciplined rules - based investment processes to the institutional buyside and investment advisors across North America.

At first, the company designed portfolios for private clients and institutions looking for superior long - term equity returns, based exclusively on the relatively new style of investing known as Price Momentum.

Tom McCullough, president of Northwood Family Office, a Toronto - based adviser to wealthy clients, points out that an equity investor who lost 24 % during the downturn would have suffered just a 9 % decline if half of his money had been in bonds.Pay close attention to your investments.

An Edinburgh, Scotland based investment management company that was founded in 1881, Martin Currie Ltd. has a strong legacy of investing in international equities for clients worldwide.

Knowing that she was a sitting Judge and Justice helps clients to feel confident that her arbitration decisions are objective and based on a solid legal understanding as well as principles of equity and fairness.

It was also retained by Advent International and Bain Capital Private Equity regarding the acquisition of Concardis, and its client base includes Platinum Equity, TPG Capital, Lone Star and Bregal Unternehmerkapital.

Latham & Watkins LLP advises a high - calibre client base, which predominantly includes active funds such as CVC, HgCapital and Triton in the large - cap arena, as well as private equity firms such as Chequers Capital, Silverfleet, H.I.G. and Quadriga who concentrate on mid-sized transactions.

A brief, almost off - handed finding in the Equity Committee's report stated that the client bases of PLAP recipients were in the middle and low income levels (at $ 75,000 annual income per household or less), which the Equity Committee endorsed as proof that the program successfully assists in the promotion of access to justice.

The Group's storm ® platforms provide «mission - critical communications» to a blue - chip client base of utilities, travel, financial services and retail organisations, as well as government and public - sector bodies This announcement appears as a matter of record only Redwood Technologies Receives # 25m Minority Investment from Scottish Equity Partners Customer due diligence advisor to Redwood Technologies Group: Technology due diligence advisor to Redwood Technologies Group: Legal advisor to Scottish Equity Partners: Legal advisor to Redwood Technologies Group:

«Peggy's extensive private equity experience will be a valuable asset as we continue to broaden our M&A client base across Asia and expand our role advising corporates, private equity firms and financial institutions.

Cheltenham - based practice head Jonathan Whitbread and senior associate Hayley Hooper, who is based in Worcester, represented private equity clients on a number of insolvent acquisitions.

We offer successful representation of a broad client base of corporate and institutional investors across the full range of national and international transactions including M&A, joint ventures, private equity and corporate reorganizations.

The department handles the full gamut of corporate and commercial mandates, from corporate transactions and financing, to private equity, share incentive schemes and IP matters for a client base of multinationals, SMEs, individual shareholders and investors.

The Securities Law group is composed of seasoned attorneys who have experience representing businesses with various interests in raising money from investors, creating partnerships and other business entities, merger and acquisition transactions which almost always involve securities issues, sale of businesses, broker dealer issues, employees receiving equity - based compensation, and representing individual clients who wish to invest in companies and purchase or sell stocks.

Our London - based team practices English and U.S law, and consists of over 55 lawyers representing corporate, investment banking and private equity clients on a wide range of international and cross-border corporate finance transactions.

She has a varied client base with backgrounds in private equity, sport, retail and technology.

The group focuses on private equity, financial services, TMT and manufacturing sector transactions, and maintains a solid client base of international market entrants.

He focuses on cross-border public and private M&A, private equity transactions, venture capital and general corporate governance, as well as advising clients based in the US, Europe, Asia and Middle East on commercial arrangements, including licensing, collaboration and joint venture arrangements.

Her clients rely on her counsel for a wide range of matters, including nonqualified deferred compensation, equity and equity - based compensation, executive employment and severance agreements and qualified retirement planning and compliance.

Chanani also counsels his clients on how to effectively design, implement, communicate and administer equity - based compensation benefits and other long - term incentive awards to their worldwide employees in over 100 countries.

The tax team has a varied client base and works on business and share sales, investments in new and established companies, property sales, corporate group reconstructions and the implementation of equity incentive arrangements.

AXL Strategic Partners provide investment advice and capital for quality early stage venture capital and private equity investment opportunities on behalf of our domestic and international client base.

Basic # 80 - 100k OTE # 150 + uncapped + equity options Sales Director - I.T. Contract Recruitment Due to achieving their expansion plans my client a niche European Contract Recruitment company based in the City are looking for a high - level Sales Director.

Our client base spans a variety of industries including energy, investment banking, private equity, management consulting, and more.

Real Estate Agent • Take information from clients regarding their need for buying, selling, leasing and renting • Look through company database to determine if similar properties are available in needed categories • Compare prices and chart out the best possible solution for clients, based on their individual needs • Appraise properties using local comparison charts and discuss cost of maintenance and repair • Visit sites to determine suitability for clients and show properties that are deemed suitable • Create effective and meaningful relationships with clients for further purchase and sale purposes • Provide clients with financial assistance solutions and ensure that appropriate background checks are carried out • Educate clients on equity in their property and refinancing options • List properties for sale or purchase in local newspapers and respond to calls for information • Assist clients through the payment procedures and indulge in negotiations • Ascertain that all paperwork involved is in order and that any discrepancies are managed before a transaction is carried out

Recruitment Consultant Executive Search and Selection Key Facts — • Search desk • 100 % retained • Award - winning business • Superb office facilities • Established International client base - Go to brand • Very experienced team / management team • Base salary to # 45 k + bonus — negotiable — will consider Equity Benefits — • Pension • Healthcare • Fantastic reward scheme / profit share • Further Learning and Development (In - House and External Training) The Company — My client has a track record of success and an enviable reputation for staff retention, career development and outstanding benefits and reward schemes in today's recruitment marbase - Go to brand • Very experienced team / management team • Base salary to # 45 k + bonus — negotiable — will consider Equity Benefits — • Pension • Healthcare • Fantastic reward scheme / profit share • Further Learning and Development (In - House and External Training) The Company — My client has a track record of success and an enviable reputation for staff retention, career development and outstanding benefits and reward schemes in today's recruitment marBase salary to # 45 k + bonus — negotiable — will consider Equity Benefits — • Pension • Healthcare • Fantastic reward scheme / profit share • Further Learning and Development (In - House and External Training) The Company — My client has a track record of success and an enviable reputation for staff retention, career development and outstanding benefits and reward schemes in today's recruitment market.

RMB GROUP A Division of MF Global Inc., Chicago, IL Account Executive January, 2009 — Present • Establish and maintain relationships with clients located throughout the world in an effort to meet their investing needs as a full service, commodities, equities, and options broker • Solicit futures and securities trade recommendations, based on extensive technical and fundamental research, to customers through phone conversations, in - person meetings, and the regular production and distribution of a trading newsletter • Assist in the growth and management of an international client listing through regular correspondence with customers

Professional Experience RMB Group — A Division of MF Global Inc. (Chicago, IL) 2009 — Present Account Executive • Establish and cultivate relationships with clients globally to provide investment solutions as a full service commodities ($ 7.8 million AUM), equities ($ 2.2 million AUM), and options broker partnership • Solicit futures and securities trade recommendations based on extensive technical and fundamental, utilizing polished communication and presentation skills, generating over $ 1 million in production • Aid in the growth and management of the firm's international client listing through regular correspondence with clients, including the production and distribution of a monthly newsletter

Arrowhead Electronic Healthcare, Inc. (Austin, TX) 3/2008 — 8/2010 Manager, Customer Support and Corporate Facilities • Oversaw customer service operations and staff ensuring effective and efficient operations • Set team schedules, workflows, and documented compliance with all corporate policies • Trained junior team members in customer service best practices • Tracked and communicated performance metrics for customer service deliverables • Provided phone - based client and team training in various software applications • Studied internal literature to maintain an up to date knowledge of products and services • Maintained and updated Siebel CRM system ensuring information accuracy • Responsible for the Facility Security SOP and employee compliance • Managed the vendor relationship with the Equity Office of Property Management • Served as office manager ensuring a productive and adequately provisioned work environment • Assisted with payroll, benefit administration, and provided administrative support as needed