Anyone can sign the deal. Few can deliver the growth, retain the clients, and realize the synergies.

That’s where Botsford Associates comes in.

We help financial services organizations turn M&A potential into measurable, lasting success — faster, smarter, better.

Last week, our team came together for our annual summer outing — and what a fantastic day it was! As a fully remote company, we deeply value opportunities to connect in person and strengthen our sense of team camaraderie.

Earlier this month, the Botsford team had the incredible opportunity to take part in the Bay Street Games, hosted by Capitalize for Kids. It was an unforgettable experience, rallying together for a cause that truly matters: supporting youth mental health. Watch us in action! (video)

In recognition of Mental Health Month, we are thrilled to share that we will be participating in the Capitalize for Kids Bay Street Games on June 5th!

We partnered with Capitalize for Kids and the Geneva Centre for Autism in the development of a sustainable and equitable subsidy program that enhances access to essential autism services for families facing financial barriers.

Our Regulatory Advisory team attended the CRTA Derivatives Forum at S&P Global. The event featured insightful discussions with industry leaders tackling key regulatory challenges, particularly the CSA Rewrite and evolving global reporting mandates.

Scott Kerr, CFA had the opportunity to join Cappitech from S&P Global Market Intelligence CSA Trade Reporting Rewrite - Impact and Analysis Webinar.

Learn More here: https://www.cappitech.com/resources/csa-trade-reporting-rewrite-impact-analysis/

On July 5, 2024, the Office of the Superintendent of Financial Institutions (OSFI) announced a one year delay in implementing an increase to the Basel III output floor, a regulatory measure designed to standardize risk-weighted asset (RWA) calculations across banks.

On September 28, 2024, the CSA MI 93-101 Derivatives: Business Conduct will come into effect with a five-year transition period. The instrument sets out a comprehensive framework for regulating conduct within the OTC derivatives market

Firms continue to contend with regulatory challenges as the drive to standardize regulatory reporting persists. Regulators continue to strengthen their focus on transparency and harmonization, particularly in the derivatives space