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.”

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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].

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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.

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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

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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.

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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.

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Hedge Funds Mutual Funds Funds Due Diligence 64

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.

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Stakes Legal Banks Capital 59

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.

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Private Equity Firms Private Equity Firms Debt Banks 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.

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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.

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Pension Funds Stakes Banks Finance 59

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.

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Securities and Exchange Commission (SEC) Education Consulting Consultants 59

The Motley Fool

SEPTEMBER 13, 2023

SoFi's vision for the future SoFi began as a student loan cooperative (hence its original name, "Social Finance"), and in 2012, it became the first company to offer refinancing on government and private student loans. However, investment banking is a new step for SoFi. SoFi works with a different clientele.

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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 Finance 64

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.

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Investors Initial Public Offering Shareholders Stakes 246

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.

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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

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.

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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.

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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.

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Taxes Banks Capital Debt 112

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.

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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.

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Banks Stock Market Stock Market Finance 59

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.

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