Broker/dealer agency M&V Investments was established in 1995. It is specialised in the mediation in securities transactions and other types of financial mediation.
Its portfolio includes more than 70 securities. M&V Investments is one of the leading brokerages in the area and has been assuming a leading position at the market capital for many yeas.
As a stock exchange mediator in securities trade, M&V Investments provides services in the area of trade related to acquisitions, where it provides all interested bidders with the following services:
- Design of acquisition strategy
- Design of acquisition timeline
- Preparation of letters of intent and acquisition bids
- Opening of accounts for deposited securities
- Coordination with a bank in relation to confirmation of provided financial funds
- Filing requests for approving announcement of bids to the Securities and Trade Commission with required documents
- Informing shareholders, Central Securities Depository and Clearing House, Belgrade Stock Exchange and a targeted company on opening of a bid
- Monitoring of securities deposit process
- Monitoring of accounting process
- Announcement of acquisition reports
In addition, M&V Investments provides investors with the following services:
- Opening and management of securities accounts at the Central Securities Depository and Clearing House
- Issuing of account balance statements upon a client’s request
- Execution of orders for transfer of securities and registration of rights of third parties (inheritance, gift, etc.)
- Reception and control of order validity (in money, i.e. securities) and execution of buying/selling orders at the Stock Exchange
- Reception, control of ownership over securities and execution of deposit orders
- Consulting services for potential bidders and coordination of all activities in the process of acquisition of joint-stock companies
- Informing clients in written form on order execution/non-execution
- Clearing and accounting regarding accounts receivable and accounts payable in securities transactions
Furthermore, this brokerage conducts a range of financial and accounting analyses of business operations for companies listed or joining the organised market, analyses profitability of investments into specific market materials, price trends and securities liquidity at the organised market, analyses economic trends and business conditions, conducts economic analyses of business operations of local and foreign securities issuers per type of security, position of an issuer in its business sector and market position, as well as per other criteria in accordance with a client’s request, etc.
M&V Investments has business units in Belgrade and Novi Sad.