Browsing: Exits

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2016 In Perspective: Despite Many Mergers & Acquisitions, Valuations Languished

12/29/2016
2016 was an active year with 23 research-related mergers and acquisitions of note.  However, it was a buyer’s market as many firms looked to exit their research businesses.  ITG, S&P ...
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Nomura Completes Its Dump of US Research on Instinet

11/15/2016
Nomura completed the transfer of its U.S. equity research and research sales operations to Instinet, according to a press release.  Despite being ‘integrated’ into Instinet, the former Nomura research offering ...
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Mirabaud Rumored to Exit Equities

09/20/2016
Sources in London indicate that Mirabaud Group is considering shutting down its equities markets business including its 27-person research team as it decides to focus on its core wealth management ...
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ESG Research Firm Didas Research Wound Down

08/26/2016
ESG research firm Didas Research is being dissolved, according to a notice in the UK’s company registrar, Companies House.  As we reported in April, the head of Didas Research, Andy ...
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Sterne Agee CRT Shuttered After Spinning Off Fixed Income Unit

07/19/2016
Sterne Agee CRT is being shut down about one year after buying Sterne Agee’s equity business, according to an article in the Wall Street Journal.  Private-equity firm Aquiline Capital Partners LLC ...
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Boutique Athlos Research Quietly Folds Into Consumer Edge Research

06/21/2016
Athlos Research, an independent fundamental investment research boutique covering the North American food & beverage industry, has merged with consumer sector specialist Consumer Edge Research as the Athlos founder has ...

Boutique Broker Dealer Topeka Capital Markets Said to Close Firm

06/06/2016
Topeka Capital Markets, a NY-based research boutique with around forty employees, is reportedly closing its firm, according to an unconfirmed report on the Bloomberg terminal. The Bloomberg article said it obtained ...
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Roubini Global Economics Sold And Merged With 4CAST

05/25/2016
A London family office acquired the core subscription business of Roubini Global Economics (RGE) and will merge it with real-time economics firm 4CAST.  Terms of the acquisition were not announced. ...
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ITG Dumps Its Research In Fire-Sale to Leucadia

05/10/2016
Agency broker ITG is completing its exit of the research business by selling ITG Research to the parent of Jefferies Group, Leucadia National Corp, for the bargain price of $12 ...
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Aviate Global Avoids MiFID II Unbundling By Selling To Northern Trust

05/06/2016
Aviate Global, a UK-based institutional equity brokerage, was acquired by Northern Trust in a well-timed exit in advance of new regulation unbundling research and trading.  Although Northern Trust will continue ...
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