Private Equity Professional

AUGUST 24, 2023

Earlier, beginning in 2016, he was with the investment banking group of Barclays in New York City. The Capstreet Group has promoted Chas Richard from vice president to principal. Mr. Richard joined Capstreet as an associate in May 2018 and was promoted to vice president in March 2020.

Investment Banks 130

Investment Banks Investment Banking Banks Investing 130

The Motley Fool

JULY 21, 2024

Several major investment banks, including JPMorgan Chase , Morgan Stanley , and Wells Fargo , have also bought into spot Bitcoin ETFs. Halving Date Peak Return Time to Peak Return November 2012 10,485% 371 days July 2016 3,103% 525 days May 2020 707% 546 days Source: Fidelity Digital Assets.

Hedge Funds 246

Hedge Funds Funds Stakes Assets 246

The Motley Fool

APRIL 28, 2024

Rather, many of the companies in Ares' portfolio are lower middle market businesses that go overlooked by investment banks or private equity investors. Over the last 15 years, the economy has witnessed the 2008-2009 Great Recession , prolonged cratering oil prices between 2014 and 2016, and most recently the COVID-19 pandemic.

Leveraged Buyouts 244

Leveraged Buyouts Due Diligence Buyout Venture Capital 244

Axial

JANUARY 23, 2025

Axial is excited to release our 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 400+ investment banks and advisory firms that met the qualifications to be considered for league tables last year.

Investment Banks 59

Investment Banks Investment Banking Banks Mergers and Acquisitions 59

Private Equity Professional

SEPTEMBER 17, 2024

In 2016, recognizing a clear need and opportunity, Thrust launched the Zero Time to Airline program and refocused its strategy on exclusively serving the professional pilot training market. Founded in 2006, Summit Park has made over 40 investments in the lower middle market, totaling more than $2 billion in enterprise value.

Enterprise Values 130

Enterprise Values Legal Investment Banks Investment Banking 130

Private Equity Wire

MARCH 19, 2024

Genstar Capital, a private equity firm focused on investment in the financial services, industrials, software and healthcare sectors, has promoted Principals Matt McCabe and Dominic Martellaro to Directors. Prior to Genstar, Matt was an Investment Banking Associate in the industrials and business services group at Credit Suisse.

Capital 97

Capital Private Equity Firms Private Equity Firms Investment Banks 97

The Motley Fool

JUNE 17, 2024

Whatever the case, Bank of America (NYSE: BAC) is a compelling way to generate reliable cash flow from your investments. Bank of America stock's dividend-paying potential BofA stock currently boasts a dividend yield of just under 2.5%. s second-biggest bank has been steadily raising its per-share dividend payment.

Banks 130

Banks Investing Prospects Stakes 130

The Big Picture

AUGUST 26, 2022

They can’t help themselves, as too much money is up for grabs from syndicate, leveraged loans, underwriting, annuity sales, investment banking, IPOs, wrap accounts, and other forms of financial engineering that have all historically accrued to the benefit of the brokerage firms. Do No Harm (March 20, 2016).

Asset Management 141

Asset Management Assets Legal Liabilities 141

Axial

OCTOBER 24, 2024

Axial is excited to release our Q3 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 370 investment banks and advisory firms that met the qualifications to be considered for league tables last quarter.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Motley Fool

APRIL 17, 2024

Berkshire Hathaway's investment represents 5.9% For context, Berkshire's second-largest stock investment, Bank of America , is less than one-fourth the size of its Apple stake. How Berkshire's Apple stake grew Berkshire Hathaway first reported Apple stock in its portfolio in the first quarter of 2016.

Investing 130

Investing Stakes Banks Investment Banks 130

The Motley Fool

JANUARY 26, 2024

The company was founded in 2016 to develop a liquefied natural gas (LNG) export facility. It has also hired investment bank Lazard to help it explore "commercial opportunities," but according to Bloomberg , the bank will also advise on a potential sale of the company. Could M&A save the day?

Finance 130

Finance Financing Banks Investment Banks 130

Private Equity Insights

DECEMBER 6, 2023

An investment bank is advising Third Financial on the process, and an information memorandum has reportedly been distributed to prospective buyers, with a target valuation of just under £100m. The London-based PE firm became Third Financial’s majority shareholder in 2020, having invested £7m into the business since 2015.

Capital 130

Capital Private Equity Firms Private Equity Firms Startups 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. Quadria Capital’s inaugural fund’s target corpus was $300m, although it eventually invested $450m, including co-investments.

Capital 130

Capital Funds Private Equity Firms Private Equity Firms 130

The Motley Fool

JULY 13, 2023

What happened Shares of Cava Group (NYSE: CAVA) , the fast-casual Mediterranean restaurant chain and recent IPO, were soaring this week after the quiet period following the company's IPO expired, allowing analysts from the underwriting investment banks to issue ratings on the stock. million last year. Comparable sales rose 14.2%

Amortization 130

Amortization Depreciation Earnings Before Interest Investment Banks 130

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

Axial

JANUARY 27, 2025

Mertz Taggart, an Axial member since 2016, contributes content and industry insights to Axials Middle Market Review. Home-Based Care Q4 2024 | www.mertztaggart.com Mertz Taggart is a Florida-based M&A advisory firm specializing in healthcare services and has marketed seven deals on the Axial platform over the last 12 months.

Investment Banks 52

Investment Banks Investment Banking Banks Companies 52

The Motley Fool

SEPTEMBER 3, 2023

After being taken private by SoftBank Group in 2016, along with an abandoned acquisition by Nvidia last year, Arm Holdings is set to go public again. How does IPO investing work? A company typically hires an investment bank to underwrite the deal when it goes public.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) High Net Worth Individuals Initial Public Offering Banks 100

The Motley Fool

OCTOBER 21, 2024

The environment is actually really strong for investment banks in particular right now. The environment's expected to get strong for consumer banks, which we'll get to in a minute with Bank of America. But right now is actually a really strong time for investment banking. Matt Frankel: A few places.

Banks 130

Banks Investment Banks Investment Banking Mergers and Acquisitions 130

Private Equity Wire

JULY 12, 2023

From 2011 to 2016, he was Vice Chairman, Senior Managing Director and Head of US Financial Sponsor Coverage at Macquarie Group, where he first worked with Jean-Baptiste. Earlier in his career, Mora was Managing Director and Head of Financial Sponsor Coverage at Lazard Freres & Co and Managing Director at UBS Investment Bank.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investment Banks Investment Banking 52

Private Equity Wire

JUNE 13, 2023

Grundy joined Houlihan Lokey from Barclays in 2016 and is a member of the Global Technology Team where his focus lies in the human capital management sector.

Mergers and Acquisitions 52

Mergers and Acquisitions Investment Banks Investment Banking Financing 52

The Motley Fool

JANUARY 15, 2025

Early last year, the OCC terminated a consent order it issued in 2016 regarding sales practices. We created a strategic partnership with Centerbridge Partners and introduced Overland Advisors to better service our commercial banking customers with a direct lending product. Turning to corporate and investment banking on Slide 14.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

OCTOBER 15, 2024

This activity is consistent with how customers are spending money in the 2016 to 2019 timeframe. The strong year-over-year fee performance was led by a 15% improvement in investment in brokerage services, mostly in our global wealth management business. On Slide 15, you see Global Banking results. We reported $16.5

Banks 130

Banks Leveraging Assets Capital 130

JMI Equity

JANUARY 7, 2025

Prior to joining JMI, Thomet was an investment banking analyst in the mergers & acquisitions group at Bank of America Merrill Lynch. Williams joined JMI in 2016 and is currently a director at OnBoard and Raptor Technologies, as well as a board observer at Apptegy, Higher Logic, Ontic, and UKG. He received a B.S.

Mergers and Acquisitions 40

Mergers and Acquisitions Enterprise Values Banks Investment Banks 40

The Motley Fool

JULY 24, 2023

This is a business that is generally known for its investment banking activity, and it seems like we're continuing to see the lack of IPO activity affect Goldman's results. Ricky Mulvey: There is this shotgun-style approach to electric vehicles in China between 2016 and today, more than 50 new car companies have sprouted up.

Debt 130

Debt Banks Financial Institutions Investment Banking 130

Trivest Partners

NOVEMBER 1, 2022

Seneca Partners was formed in 1999 as a merchant bank, doing both investment banking and investing into privately held companies. In 2003, we formed Seneca Health Partners, a small, committed healthcare fund focused on growth stage investing. Finally, can you regale us with an interesting or funny M&A story?

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 40

The Motley Fool

OCTOBER 16, 2024

The focus on net interest income, considering that their commercial investment banking business was so good with revenues increasing 8% year of a year. This is dating all the way back to 2016 with that fake account scandal. Looking at some of the commentary that we got from him, Andy, anything jumped out to you?

Banks 130

Banks Assets Shareholders Companies 130

The Motley Fool

JANUARY 22, 2024

It's not a giant amount of money in the grand scheme of things, this is not a giant revenue center for the banks. At the end of the day, banks still make the bulk of their money on things like charging interest on loans, investment banking fees, mortgage origination fees. They've been hovering at about 84% since 2016.

Banks 130

Banks Liabilities Debt Capital 130

Trivest Partners

SEPTEMBER 27, 2022

In fact, that’s exactly why we launched TGIF in 2016. Fortunately, long before we even began speaking with investment bankers, Trivest had already been doing tons of exit preparation with us. On the other, I needed to have some type of an exit strategy so I could begin transitioning to the next stage in my personal journey.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Exit Strategy Banks 40

Private Equity Professional

JANUARY 29, 2025

Brown Gibbons Lang (BGL) has added Meghan Welch as a managing director to its Aerospace, Defense & Government Services (ADGS) investment banking team. Welch was a managing director at KPMG Corporate Finance , where she led the firms investment banking activities in the ADGS sector.

Mergers and Acquisitions 100

Mergers and Acquisitions Investment Banks Investment Banking Professional Services 100

The Motley Fool

JULY 28, 2023

And if you go back to 2016, we started with an amazing investment writing 601West at Aon. You know, we've now invested in hundreds of colleagues with a truly unique market-leading platform to really help understand this opportunity and these risks and these -- the value of these assets. It's 20, 25 colleagues.

Capital 100

Capital Business Services Liabilities Debt 100

The Motley Fool

JULY 9, 2023

The investment bank faces several headwinds Investors shouldn't ignore Goldman Sachs' exposure to commercial real estate compared with its peers. The Federal Reserve recently released results from its annual stress tests , where it analyzes how major banks would perform in a severe recession.

Mergers and Acquisitions 246

Mergers and Acquisitions Banks Investment Banks Investment Banking 246

The Big Picture

FEBRUARY 28, 2023

I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. We were really transitioning from, back then, outsourcing a lot of the investment content that we had done with other managers, to bring a lot of that in-house.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

APRIL 12, 2024

Earlier this year, the OCC terminated a consent order issued in 2016 regarding sales practices misconduct. We continue to make investments in talent and technology to strengthen Corporate and Investment Banking. Turning to Corporate and Investment Banking on Slide 14.

Banks 130

Banks Securities and Exchange Commission (SEC) Investment Banks Investment Banking 130

The Big Picture

JULY 2, 2024

So we got into Y Combinator the summer of 2016 just off of this legal analytics idea. Eva Shang : We drop out of Harvard in 2016 and it takes us a full year to raise our first $10 million fund in 2017. And even though you dropped out in 2016, you kept promising yourself, Hey, I’d be back on campus in the fall.

Legal 59

Legal Hedge Funds Financing Finance 59

The Big Picture

NOVEMBER 22, 2022

But if you don’t, if you grew up in a market, where there’s not an investment bank, there’s nothing other than a branch bank for one of the multi-dimensional financials, then you’re not really going to have an understanding of what that career looks like at a young age. Your parent may work there.

Finance 59

Finance Financing Hedge Funds Venture Capital 59

The Big Picture

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. Before that, 2016, the energy crisis, same. I wanted a job that would take me away from Paris. And so what that’s done is a couple things. It was a few months in 20, 25 months.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

The Big Picture

JUNE 18, 2024

And we wanted to, I really wanted them to move beyond the blog at, at, when I got to Barstool in 2016, it was, it was predominantly a blog operation. So I can remember going to, to Facebook, I write about this in the book when I was, you know, 2016, I had a meeting with Facebook that somebody gave to me as a favor.

Companies 59

Companies Education Legal Law Firms 59