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

Pension Pulse

JULY 11, 2024

“It gets back to the ability to grow the operating performance of the companies and making sure that returns” come from that rather than from “financial leverage,” he tells Bloomberg. We’re seeing a slow-grinding implosion of this titanic asset bubble that started in 2012,” says Dan Zwirn, CEO at Arena Investors.

Buyout 59

Buyout Debt Leveraging Pension Funds 59

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 Capital Banks 59

Sara Grillo

MAY 8, 2023

Add in some leverage and POOF it’s a powder keg waiting to explode! It gets even worse in the case of using leverage. 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. Transcript 0:00:00.6

Mutual Funds 59

Mutual Funds Taxes Collateral Leveraging 59

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. Those are the challenges.

Debt 100

Debt Capital Financing Finance 100

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

OCTOBER 31, 2023

But more importantly, when I’ve heard of liquid alts, it’s generally the investments that they’re making are in liquid, liquid products, mostly public market products. What do we, what have we done historically on the public side that would make sense to port over to the private side and leverage and scale that, right?

Hedge Funds 62

Hedge Funds Mutual Funds Funds Due Diligence 62