Axial

JUNE 15, 2023

On Axial’s deal origination platform, it has accounted for the highest volume of deals each year, representing anywhere from 20% – 34% of total annual deals since 2009. ” – Stephen Sleigh, Managing Partner of Investment Bank, Peakstone Group “Across the board, the labor market continues to frustrate business owners.

Mergers and Acquisitions 52

Mergers and Acquisitions Due Diligence Deal Origination Investment Banking 52

Axial

DECEMBER 16, 2024

With this in mind, lets take a detailed look at the preparations to consider while planning your exit: Define Your Motivations for Selling and Set Your Goals One respondent to our Investment Banking survey, Chris Perfect from Concept and Perspective , views motivations and goal-setting as foundational to the exit planning phase.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Accounting 40

Pension Pulse

AUGUST 8, 2023

He also spent 25 years in investment banking at Japanese dealer Nomura Securities, German lender Deutsche Bank AG and U.S.-based Michael is a highly respected investment professional and leader with more than 30 years of broadly diversified, global investment experience. based Morgan Stanley. to the end of 2022.

Venture Capital 52

Venture Capital Capital Pension Funds Startups 52

Pension Pulse

SEPTEMBER 28, 2023

Under the SIA, Costa will be subject to customary exclusivity obligations, including no shop, no talk and no due diligence obligations (the latter two subject to a customary fiduciary exception), notification obligations and a matching right. million, equity accounted investments of $34.8 A break fee of $14.9

Shareholders 52

Shareholders Financing Finance Banks 52

The Big Picture

DECEMBER 5, 2023

But if I had a plan as to how to do that when I went to college, it was learn as much as I could, as fast as I could and get a ba and then become an accountant and a lawyer. And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

JANUARY 9, 2024

And so the thing we were doing was sort of solving like often securities law or tax or accounting problems for people with like derivatives. Like, like the, you know, like the accounting standards. You know, it was all this like structuring and like tax and legal and accounting stuff. I recall you wrote about that.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

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. And so we are very, very focused on making our boards the center of vision and strategy and accountability. LAYTON: I would say that investing is a team sport. LAYTON: Yeah.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

JULY 26, 2022

Well, you have to have a certain track record, be around for certain length of period, be able to check all of their due diligence boxes, and that takes time and money. They could have been in investment banking. WEAVER: Yeah. And I checked zero of those boxes. RITHOLTZ: Right. Dorm room, check. What else we got?

Consulting 119

Consulting Consultants Private Equity Firms Private Equity Firms 119

Sara Grillo

MAY 8, 2023

Now… indexed universal life insurance is where a carrier takes a universal life product (as described above) and instead of paying a crediting rate to the policyholder (as they would in a fixed universal life policy), they take those earnings out of their general account and go out and buy call options. What is AG49?

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

JANUARY 24, 2023

It was between corporate law and investment banking. RITHOLTZ: So even back then, when it was the size that you could take a Christmas picture with everybody in one room at Goldman, they’re still doing investment banking. KLINSKY: Why would I take more than the value of the accounts receivables.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consulting Consultants 59

The Big Picture

APRIL 11, 2023

I’m not a natural accountant or an actuary. And about 200 put up their hands; ex-bankers, recovering accountants, auditors, actuary, scientists, mathematicians. And as you well know, in 2007, accountants fixed what I thought was a horrendous mistake — RITHOLTZ: Right. Fair value accounting is not about value.

Education 119

Education Financing Finance Taxes 119

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. So that, that sort of put Amherst on a different pact because prior to that, our core business model was investment banking, brokerage market making, and underwriting. The LTV was very high.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Motley Fool

JANUARY 29, 2025

We also completed large index deals with two of the world's top investment banks, which Baer will discuss shortly. MSCI Wealth Manager has positioned us to support a wide range of use cases, including proposal generation, model portfolio construction, and home office account management and monitoring.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

Pension Pulse

NOVEMBER 22, 2024

CDPQ, which oversees C$452 billion ($324 billion) on behalf of pension plans and other accounts in Canada’s second-largest province, has made a number of investments in Azure since 2016, boosting its stake to more than 50%. It invested a total of about $480 million, according to calculations made by Bloomberg last year.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 59