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PHLX signs four equity partners


Philadelphia Stock Exchange (PHLX) announced on 17 August that Citigroup, Credit Suisse First Boston (CSFB), Morgan Stanley and UBS have each acquired equity stakes in the exchange, a move that is expected to be a major boost for the loss-making venture.

PHLX said Morgan Stanley will invest $7.5m for 10% of the total PHLX shares outstanding and also received a warrant to increase its stake to 19.9%. Citigroup, CSFB and UBS, meanwhile, will each invest $3.75m for 5% each of the total PHLX shares outstanding. Those firms will also receive a warrant for a nominal consideration to increase each stake up to 9.9% if certain criteria are met.

The four firms join Citadel and Merrill Lynch, which each took 10% equity stakes that could rise to 19.9% in June (see FO...

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