Private Equity Insights

AUGUST 16, 2023

Silver Lake has hired an investment bank to explore options for Global Blue, which include a sale or capital market transactions, the sources said. It still faces headwinds, including price inflation and the prospect of an economic recession in Europe, which the company says it can tackle. billion valuation.

Taxes 130

Taxes Private Equity Firms Private Equity Firms Hedge Funds 130

Private Equity Insights

OCTOBER 19, 2023

While Quadria did not name the limited partners, VCCircle reported in August that the firm was set to receive $35m from German development financial institution DEG, which also invested $30m in its second fund. IFC committed about $40m to the new fund, with a co-investment sleeve of up to $30m.

Capital 130

Capital Funds Private Equity Firms Private Equity Firms 130

Private Equity Wire

AUGUST 5, 2024

Carlyle initially acquired Cogentrix from Goldman Sachs in 2012 for an undisclosed sum and has since doubled the company’s assets by purchasing new power plants and expanding its operations. We will continue to be very active in those areas through our existing portfolio companies, as well as new investments that we make.”

Boutique Investment Banks 96

Boutique Investment Banks Capital Pension Funds Law Firms 96

Private Equity Wire

FEBRUARY 17, 2025

He has spent over two decades in a range of client facing and senior business development roles across investment banks and alternative asset managers. Since 2012, Ahmed has been primarily focused on fundraising activities for specialist and opportunistic credit strategies.

Capital 40

Capital Investors Asset Management Investment Banking 40

Private Equity Wire

FEBRUARY 20, 2024

According to AFR’s sources, Richard Blackburn, Head of CVC’s Australia business, has been working closely on a potential take-private deal with AUD892bn global financial services group Macquarie Capital’s CEO, Dragi Ristevski, who left his role as Head of Investment Banking at Credit Suisse last year.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Bidding Banks 97

Private Equity Professional

OCTOBER 22, 2024

From 2020 to 2024, she was the managing director of investor relations at Audax Private Equity in San Francisco, and earlier, from 2012 to 2020, she was a managing director and head of investor relations at Lindsay Goldberg in New York. Lundy was on the investment team at DLJ Investment Partners and the investment banking group at Barclays.

Investors 100

Investors Education Investment Banking Investment Banks 100

The Motley Fool

SEPTEMBER 13, 2024

Historical scenario If you believe that history repeats (or at least rhymes, as Mark Twain said), then it's likely that Bitcoin will follow much the same pattern as it did in its three previous halving cycles in 2012, 2016, and 2020.

Exchange-Traded Funds 130

Exchange-Traded Funds Investment Banks Investment Banking Banks 130

The Motley Fool

JULY 1, 2023

as of June 29, which, aside from when it briefly dipped to 8 in March 2020 at the start of the pandemic, is the lowest it has been since 2012. With interest rates still high, a potential reduction in deposit pressures, and an improving forecast for investment banking, Bank of America is in a prime position to grow.

Banks 130

Banks Exchange-Traded Funds Shareholders Accounting 130

Axial

DECEMBER 11, 2024

Website | LinkedIn Hillandale Advisors, a Charlotte-based two-person investment firm, has been diligently expanding its portfolio since joining Axial in March 2022. They wanted to cover a wider group of boutique investment banks and advisory firms representing relevant deals within their focus areas: services, industrials, and healthcare.

Boutique Investment Banks 52

Boutique Investment Banks Consultants Consulting Investment Banking 52

Pension Pulse

DECEMBER 14, 2023

Ontario Teachers’ initially invested in Shearer’s in 2012 and became a significant majority owner in 2015. Deutsche Bank Securities Inc., UBS Investment Bank, BMO Capital Markets Corp, BNP Paribas, RBC Capital Markets LLC, and TD Securities provided financing and served as financial advisors to CD&R.

Stakes 59

Stakes Legal Banks Assets 59

JMI Equity

OCTOBER 1, 2024

Prior to joining JMI, Larry was an analyst in the multi-industries group in the investment banking division at Merrill Lynch & Co. Suken Vakil , Partner, joined JMI in 2012. Larry is currently a director of Apptegy, Bloomerang, ChurnZero, Incident IQ, RainFocus, and Raptor Technologies.

Leveraged Buyouts 40

Leveraged Buyouts Mergers and Acquisitions Investors Buyout 40

The Motley Fool

FEBRUARY 15, 2024

We also expanded Zelman's investment banking capabilities into the commercial market in 2023. And in the fourth quarter, the investment banking team closed three transactions, albeit all in the single-family sector, that boosted revenues and expanded the W&D brand significantly. But those are the big variables.

Debt 100

Debt Financing Finance Banks 100

Tucker Advisors

SEPTEMBER 27, 2021

Shortly after The Great Recession began unraveling in 2008, many people feared insurance companies would suffer the same fate as investment banks like Lehman Brothers, Bear Sterns, Wachovia and Washington Mutual. After all, no one could have predicted those banks would fail, either. Forbes; June 1, 2012 [link].

Companies 52

Companies Liabilities Legal Banks 52

American Investment Council

OCTOBER 15, 2024

In Rice’s case, he struggled with addiction and had spent five years in prison for selling meth before co-founding his plumbing business in 2012 with his business partner, Mike Nagal. They are also springboards for those with bigger entrepreneurial ambitions. It specialized in sewer inspections and repair.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Stakes Buyout 52

Pension Pulse

JULY 11, 2024

A broader worry is that while buyers’ hunger may be back for higher-quality companies, as shown by the uptick in investment-banking activity on Wall Street, the books of PE firms are stuffed with less attractive businesses snapped up at inflated prices.

Buyout 59

Buyout Debt Leveraging Collateral 59

Pension Pulse

MAY 23, 2024

At the same time, Emond was rising through the ranks at Scotiabank, spending four years as the investment bank’s head of Quebec. Then he moved to Toronto to lead the bank’s entire Canadian corporate banking and global investment banking teams. faced a 2012 takeover bid from U.S.

Pension Funds 59

Pension Funds Stakes Banks Financing 59

The Big Picture

APRIL 18, 2023

Even when you read that announcement from — that was 2012 — RITHOLTZ: 2012. BARATTA: — we’re probably three times the size as we were in 2012. RITHOLTZ: — firms or private equity firms? BARATTA: Yeah. The first job for Morgan Stanley was McCown De Leeuw.

Private Equity Firms 64

Private Equity Firms Private Equity Firms Assets Financing 64

The Big Picture

OCTOBER 31, 2023

00:11:44 [Speaker Changed] So the rubbing of the chin occurred in October of 2012 when I wrote a memo to my partner in crime channel O’Reilly, who’s now my co-head on privates. What, what’s that process like? And I said, Hey, I think this might be a really long-term secular trend of companies staying private longer.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Big Picture

AUGUST 2, 2023

Bloomberg ) • Local Malls, Stuck in ‘Death Spiral,’ Plunge in Value Crystal Mall in Connecticut, worth $150 million in 2012, recently sold for $9.5 Wall Street Journal ) • India Shines as Investment Draw, at China’s Expense : The world’s most populous nation is enjoying a stock market surge and appears poised for further investment.

Financing 98

Financing Finance Investment Banking Investment Banks 98

Sara Grillo

MAY 8, 2023

The fair market value of the cap is what the carrier paid the investment bank to buy the 10% cap. He is also the Executive Editor of The Life Product Review since 2012. As you say, Well, the fair market value of the 10% cap is what the carrier paid the investment bank to buy the 10% cap. Transcript 0:00:00.6

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

JULY 24, 2023

And so for the longest time, I actually thought that my unconventional background, I wasn’t an Ivy League student, I didn’t train at an investment bank, I wasn’t working for a hedge fund, I started my career as a bank teller. In 2012 Facebook went public, the IPO flopped. RITHOLTZ: That’s right.

Banks 52

Banks Hedge Funds Debt Legal 52

The Big Picture

SEPTEMBER 26, 2023

The investment banks were stuck with syndications that they had committed to, to place in the markets with price caps on the, on the coupons. If you have a job as a young person in finance, whether it’s in investment banking or consulting or, or buy side, sell side, you have it really good.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Motley Fool

FEBRUARY 1, 2025

However, investors should bear in mind a few potential problems with the investment bank's long-term forecast: Artificial intelligence (AI) could increase productivity more than any technology in the past century , which could allow larger companies to sustain higher earnings growth than Goldman anticipates.

Funds 242

Funds Passive Investors Investment Banking Investment Banks 242

The Motley Fool

DECEMBER 21, 2024

But, recognizing it would be best served by taking on a partner for clinical development, in 2007 the company announced a collaborative partnership with Pfizer to eventually bring the anticoagulant to the market beginning in 2012. Its cancer-fighting Revlimid's story is considerably different. Again, however, keep things in perspective.

Initial Public Offering 244

Initial Public Offering Prospects Banks Investment Banks 244

Sara Grillo

SEPTEMBER 26, 2022

Robert is the father of three amazing children: Macie, Liam, and Charlotte; and husband to Priscila Moraes-Wright since 2012. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University. About Scott Salaske.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consultants Consulting 59

The Big Picture

APRIL 11, 2023

And then in 2012, I think Berkshire Hathaway initiated its buybacks with a cap, which is, you know, that they will do buybacks as long as the price was less than intrinsic value. And again, some history, until 2009 or ‘10, Warren Buffett actually spoke out against buybacks. RITHOLTZ: He was not a fan. DAMODARAN: He was a big dividend person.

Education 119

Education Financing Finance Taxes 119

The Motley Fool

NOVEMBER 25, 2024

Since Palo Alto's initial public offering (IPO) in mid-2012, the stock has soared from a split-adjusted price of $14 to more than $383, representing impressive gains of 2,638%. Investment banks and brokerage firms handle all the specifics behind the scenes. But there's more.

Investors 246

Investors Initial Public Offering Shareholders Stakes 246

The Big Picture

AUGUST 23, 2022

Asset management group had made an argument and then the investment bank says, he works here, and then the emerging market people say, what about us, and it was going on and on. And in November of 2012, it went for a vote in the Senate and it cast 92-4. The Magnitsky Act passed 92-4.

Legal 128

Legal Banks Law Firms Taxes 128

The Big Picture

FEBRUARY 17, 2025

So when I resigned from JP Morgan to pursue my MBA at Harvard, I applied to and got accepted into Morgan Stanley’s MBA fellowship within the investment bank. Within the investment bank. 00:12:42 [Speaker Changed] Yeah, so I joined in August, 2009, and I left to join Hawaiian Bernstein in late 2012.

Investing 59

Investing Funds Finance Financing 59

The Big Picture

JANUARY 7, 2025

But growing rapidly, that market, when we first did our first secondaries transaction as a, as a firm in 2012 was only 20 billion a drop in the bucket. If you look at the m and a volumes at at most of the major investment banks, including at Raymond G’s volumes came down. So deal value values came down.

Capital 52

Capital Hedge Funds Buyout Funds 52

The Big Picture

FEBRUARY 11, 2025

You, I love this line in your Twitter bio gave up a grand slam on ESPN in 2012 and still waiting for it to land discuss. Incredible group of people, small group. They were just starting to hire at the analyst level when I was getting done with school. 00:45:27 [Speaker Changed] Yeah, I, this is my last hurrah.

Financing 59

Financing Finance Hedge Funds Assets 59

The Big Picture

JANUARY 23, 2024

Barry Ritholtz : 00:02:14 [Speaker Changed] Did you do for the campaign in oh eight, and then what’d you do in 2012? Which kind of haunts me 00:47:19 [Speaker Changed] There, there is a fascinating book that was very early in energy investment called Windfall. I was 24 years old, cocky, and a little bit insane.

Startups 52

Startups Conglomerates Venture Capital Capital 52

The Big Picture

OCTOBER 3, 2023

2012 Watson beat Casper off at chess. You know, after you’ve learned the fundamentals, you know, after a couple years, just because you went into a sales and trading program, or just because you went into investment banking program, doesn’t mean that’s what you should do. Now for decades.

Taxes 112

Taxes Banks Capital Debt 112

The Big Picture

OCTOBER 31, 2022

There’s a lot of people writing about that back in 2012, 2013, that they started selling at a premium multiple to the market, which is very obviously not the case today. RITHOLTZ: What sort of advice would you give to a recent college grad who is interested in a career in investing in finance? That’s — SIEGEL: Yeah.

Finance 59

Finance Financing Debt Banks 59

The Big Picture

FEBRUARY 7, 2023

You know, GE Capital, you have to understand, like, investment banking was so hot then. COHAN: Everybody wanted to be an investment banker. I mean, investment bankers were rock stars, right? COHAN: — because, you know, there were 72 partners and 72 non-partners in the investment banking group, so very small.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103

The Big Picture

JANUARY 31, 2023

So a lot of the investment banking analysts had already lined up their gig. And I think in September of that year, Bank of America Merrill Lynch, at that point, hired Ethan Harris, who I think he was at Lehman Barclays. And so I worked with him until 2012. But it was kind of late. RITHOLTZ: Really? DUTTA: Yes.

Banks 59

Banks Stock Market Stock Market Finance 59

Pension Pulse

FEBRUARY 19, 2025

Construction of the project started in mid-2012 and was completed in early 2017. Sources for LISEAs financing include equity contribution by LISEA shareholders, the European Investment Bank (EIB), Fonds dEpargne, bank debts guaranteed by the French Government, and non-guaranteed bank debts.

Pension Funds 59

Pension Funds Bidding Financing Finance 59