CC Capital Advisors’ Post

🌟 A resounding congratulations to Tushar Singla for their remarkable accomplishments in our Investment Banking Course! 🚀 We're thrilled to announce their well-deserved placements: His dedication, diligence, and unwavering commitment have truly paved the way for their success! #SuccessStories #FinanceCareer #InvestmentBanking #CareerMilestones #Congratulations #FinancialAnalysis #FinancialModeling #ProudMoment

Commenting on Morgan Stanley and Goldman Sachs collaborating with Ares Management Corporation on the financing of UK insurance broker The Ardonagh Group, Aymen Mahmoud, co-head of the finance, restructuring and special situations group in London at McDermott Will & Emery told Francesca Ficai, Senior Editor at PitchBook LCD:   “Despite the increase in syndicated loan market activity, which is largely down to the availability of CLO dry powder, these hybrid structures may well become popular as a powerful blend of products which offer sponsors additional flexibility in larger capital structures. In particular, it is hard to imagine any slowing of what is a burgeoning private credit market, and anything that can work alongside private credit will be an attractive bet in the coming years.” https://lnkd.in/eRisQygA #hybridcapital #leveragedfinance #privateequity #privatelending

Some good news for dealmakers through the various earnings seasons around the world. Australian upstart Barrenjoey’s pretty swift move to profitability follows Jarden’s news earlier this year of black ink on the other side of the Tasman (despite much sniping about the Kiwi’s Aussie foray) as the young Turks shook things up during the covid pandemic. Enjoying the initial boom when free money seemed to fuel everything, there were a couple of cooler years for both investment banks, but there are signs of life in dealmaker-land (obviously helped in part as central bankers start loosening their grips on the monetary tillers). Not only did PwC New Zealand’s recent M&A report show a pick-up in deal flow through the June quarter, but we’ve also got a few live takeovers on the go, such as with Arvida Group Limited, Vital NZ, and asset sales from Fletcher Building and Fonterra. Investment banking in general seemed to be on the mend from the major banks reporting around the world in recent weeks. UBS and Barclays both booked higher advisory fees and their trading desks benefited from the market volatility. Meanwhile, Wall Street’s majors – Goldman Sachs, JPMorganChase, Bank of America, Morgan Stanley, Citi and Wells Fargo – all posted double-digit revenue growth at their investment banking divisions with M&A activity on the up and trading desks keeping busy. It might just be the start of the recovery, but here’s hoping the easier monetary policy helps free things up some.  https://lnkd.in/grXq5KkV

Operational resilience is top of mind as DORA looms. Looking forward to a webinar from Linklaters this Thursday as FIA, Inc. CEO Walt Lukken interviews Sasha Mills from the Bank of England. Should be very interesting! #resilience #operationalresilience #DORA

Unlocking the 1099 Model: Is it the right fit for your advisory business? Watch Harris Baltch, Dynasty Head of Investment Banking, share the pros and cons of adopting this approach as several major PE-backed firms, like Merit, Perigon, and Integrated Partners, incorporate it into their strategy as a complement to their traditional W-2 business. If you are interested in exploring M&A opportunities and need assistance in connecting with the right team, visit https://lnkd.in/e8NR-y72. Our team is here to provide personalized guidance tailored to your unique needs. Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #mergersandacquisitions #thoughtleadership

Happy New Year! I am posting to let you know that I have found a new employer to be working with! CWC Advisors is an independent investment advisor with their website linked below. I chose CWC for a few key reasons: 1) 𝐓𝐡𝐞𝐲 𝐚𝐫𝐞 𝐢𝐧𝐯𝐞𝐬𝐭𝐨𝐫𝐬 𝐟𝐢𝐫𝐬𝐭 𝐰𝐢𝐭𝐡 𝐚 𝐜𝐨𝐧𝐬𝐢𝐬𝐭𝐞𝐧𝐭 𝐩𝐡𝐢𝐥𝐨𝐬𝐨𝐩𝐡𝐲 𝐭𝐡𝐚𝐭 𝐩𝐚𝐫𝐚𝐥𝐥𝐞𝐥𝐬 𝐡𝐨𝐰 𝐈 𝐯𝐢𝐞𝐰 𝐦𝐚𝐫𝐤𝐞𝐭𝐬.  The team at CWC has managed large institutional funds for clients as well as high net worth individuals for over 20 years. They also have a verified investment track record for both a large company US stock portfolio and a composite against a small cap benchmark.  2) As a firm with credible assets under management, 𝐭𝐡𝐞𝐲 𝐡𝐚𝐯𝐞 𝐠𝐨𝐨𝐝 𝐫𝐞𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐚𝐧𝐝 𝐚 𝐫𝐨𝐛𝐮𝐬𝐭 𝐢𝐧𝐟𝐫𝐚𝐬𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐭𝐨 𝐛𝐞𝐧𝐞𝐟𝐢𝐭 𝐦𝐲 𝐜𝐥𝐢𝐞𝐧𝐭𝐬. With a strong seven-person team, CWC will compliment me and allow for ideas to be shared and debated on investments and broader financial planning issues. 3) 𝐓𝐡𝐞𝐲 𝐚𝐫𝐞 𝐚 𝐠𝐫𝐞𝐚𝐭 𝐜𝐮𝐥𝐭𝐮𝐫𝐚𝐥 𝐟𝐢𝐭. Being over a half century old, it was important that in “Life 2.0” I have a good balance between work, family, and other competing interests. At CWC, I will have the autonomy to ensure I’m managing well existing client portfolios while opportunistically taking on new clients.  Let me know if you have any interest in knowing more! Onward to the rest of 2024! #invest #investing #finance #advice #money

Meet Janet Hugo, a Director of Sterling Private Wealth. Stay tuned as we introduce you to the rest of our wealth management team! #TeamSpotlight #FinancialWellness #SPW #SterlingPrivateWealth #privatewealthmanagement #financialstrategies #investmentadvice #financialadvice

Why Board Composition is important when it comes to Corporate Governance! If you are an investor then you must look at the Board Composition to gauge the credibility & the intent of the Promoter. This 3rd video in Corporate Governance series highlights the steps that I personally follow before investing. Found this useful? Share with your connections & follow me Amar Ambani to learn more on Investing, Finance & Stock Markets. ----------- If you missed the 1st & 2nd video of Corporate Governance about AGMs & Annual Reports, check the link in comments below. YES BANK YES SECURITIES #finance #money #investing #wealth #boardofdirectors

The soaring earnings of private equity partners in London, reaching up to $20 million annually, are a testament to how the legal industry is evolving to mirror investment banking. Such figures were unimaginable five years ago and put significant pressure on the 'magic circle' to adapt and compete. #LegalIndustry #PrivateEquity #InvestmentBanking #MagicCircle #LondonFinance

Great insights from our most recent Hot Topics panel, who had much to say on why middle market M&A slowed in 2023 and how a rebound could take shape in 2024. Check out the blog post that Corey Habib and I prepared on this event and reach out if you would like to add to the conversation!