The Motley Fool

OCTOBER 10, 2024

For instance, analyst Amit Daryanani, of investment banking firm Evercore ISI, raised his price target for IBM from $215 to $240 in September. Before this year, the last time IBM shares reached a record high was 2013. Its focus on artificial intelligence and cloud computing is producing revenue growth.

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The Motley Fool

AUGUST 26, 2024

Andy Hsieh, an analyst at the investment bank William Blair, predicts that VK2735 could generate about $21.6 The results of a Nobel Prize-winning discovery CRISPR Therapeutics is a mid-cap biotech company founded in 2013. Wall Street is excited about Viking Therapeutics' potential. billion in sales globally, including $14.4

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The Motley Fool

SEPTEMBER 25, 2023

billion in data center revenue in its most recent quarter, a massive number considering its companywide revenue in fiscal 2013 was $4.3 The success in the data center market has been central to Nvidia's outstanding gains in the past decade. The company generated $10.3

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The Motley Fool

OCTOBER 2, 2024

This transition is critical, as Humira, AbbVie's top-selling drug since 2013, faces biosimilar competition. Bank of America's projected 4.5% top-line growth for the next fiscal year is modest but solid for a large bank. AbbVie's forward price-to-earnings ratio (P/E) of 16.4 The projected 5.3% The debt-to-equity ratio of 1.1,

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The Big Picture

JULY 27, 2023

The Amazon founder, who purchased The Washington Post for $250 million in 2013, has taken a more active role in the paper’s operations this year. ( Previously, she was a senior reporter at Wall Street Journal covering finance, investment banking and M&A. ( Bloomberg ) • A Decade Ago, Jeff Bezos Bought a Newspaper.

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Axial

NOVEMBER 25, 2024

Website | LinkedIn Hillandale Advisors is a 2-person investment firm based out of Charlotte, focusing on building a portfolio of lower middle market acquisitions. 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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Axial

SEPTEMBER 28, 2023

Consumer Sentiment (2013-2023) Source: Federal Reserve Economic Data As the long-term effects of the pandemic on the consumer sector continue to evolve in today’s post-pandemic environment, we thought it was a prescient time to check in with some of the M&A investment bankers and consumer acquirers on Axial’s platform.

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The Motley Fool

JULY 12, 2024

billion or 21%, largely driven by higher investment banking revenue and asset management fees. Both periods included net investment securities losses. Next, the commercial and investment bank on Page 5. Our new commercial and investment bank reported net income of 5.9 NIR ex markets was up 7.3

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The Motley Fool

MAY 9, 2024

We are also exploring opportunities to leverage our AI agents with the various adjacent sectors ranging from earnings calls to PR agencies to investment banks to provide an ever-expanding universe of usage for AI capabilities.

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The Big Picture

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. I’m from a — a very small town in the middle of Pennsylvania. BITTERLY MICHELL: Exactly.

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The Big Picture

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. BERRUGA: You know, great question.

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The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. SALISBURY: So I led the European Special Situations Group from 2008 to 2013. SALISBURY: Honestly, I didn’t really have a long-term plan. I grew up in a family where my mother was a mathematician, my father was a chemist.

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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. Prior to joining MetLife in 2013, Bobby was a consultant to life insurers, distributors and high-end agents. 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.

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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. For the longest time, I thought that unconventional background is a shortcoming.

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Pension Pulse

JANUARY 22, 2024

Last year, Ontario Municipal Employees Retirement System (OMERS) hired investment banks to find a new owner for Toronto-based LifeLabs , according to four sources familiar with the sales process. Two of the sources said OMERS picked New York-based Evercore Group LLC to run the process and also brought in a Canadian bank.

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The Big Picture

APRIL 25, 2023

So, so let, let’s, that’s surprising because when we launched our firm in 2013, I felt like we were a decade past the real launch of registered investment advisories. He had experience working within, on the investment banking side, working for David Deveaux. RITHOLTZ: Really?

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Sara Grillo

SEPTEMBER 26, 2022

2013, March). Staff of the Investment Adviser Regulation Office. Division of Investment Management. Regulation of Investment Advisers by the U.S. City: Washington, DC. www.cfp.net. Code of Ethics and Standards of Conduct. 2022, August 1). CFP® Professional Demographics. Securities and Exchange Commission.

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The Big Picture

DECEMBER 14, 2022

So all the things that we’ve been doing during COVID, we started in 2013. And then also build a set of skills that could be used anywhere. And I wasn’t, at that point, sure if I would end up in a corporate role, or I would end up, you know, in the Peace Corps or something like that. MCCARTHY: Right.

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Assets Mergers and Acquisitions Capital Portfolios 64

Private Equity Wire

APRIL 2, 2025

The process, led by boutique investment bank Houlihan Lokey, has drawn interest from both consumer product companies and private equity firms. Color Wow, which launched in 2013, has built a strong following with best-selling products such as Root Cover Up and Dream Coat.

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Private Equity Insights

JUNE 30, 2023

A person added that Exim Bank started looking into the structure of the fund “after it suffered big losses” and they sent a representative from Beijing to divest on certain projects. Source: REUTERS Can’t stop reading? read more US private equity firm Silver Lake acquires majority stake in Software AG at €2.4

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Private Equity Firms Private Equity Firms Buyout Funds 130

Pension Pulse

MARCH 3, 2025

billion) funds approach to investing. After nearly 20 years in investment banking, at Deutsche Bank and then Credit Suisse, in 2013 he moved to Borealis, OMERS infrastructure arm, to run infrastructure globally and then head the capital markets team. And hes used that vast and varied experience to revamp the C$138.2

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The Big Picture

DECEMBER 17, 2024

You end up doing investment banking in New York in the mid nineties. None of the consultants would wanted to hire me, but the, somehow the investment banking side found me, or I found them. So you’ve been in BlackRock since 2013. What was the transition from being an engineer slash operator to an investor?

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The Big Picture

JULY 31, 2023

And then I don’t know what God smiled on me, but I got hired by the Wall Street Journal in 2013. RITHOLTZ: So you start in 2013, and then you proceed to get some major news stories that you either covered intimately or broke. You know, when I got hired in 2013, M&A was dead. How did you tumble your way into that?

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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. So that involved two years full tuition paid for business school as well as a summer internship.

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The Big Picture

JANUARY 7, 2025

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. 00:41:54 [Speaker Changed] That was in an Asian manager in 2013. So deal value values came down. Now they’re on their way back up. But your point is a salient one, how does it impact returns?

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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

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.

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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 you know, if you go back to some of the literature around, you know, the Swedish banking crisis, sort of the Nordic banking crisis, it was sort of, you know, six, seven years, you clear out the excess and things start to pick up. DUTTA: Yes.

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