The Motley Fool

JUNE 11, 2024

After a record 2021, led by robust demand for initial public offerings (IPOs) and a flurry of mergers and acquisitions (M&A), investment banking activity came to a screeching halt. As a result, investment banking revenue plummeted across the industry.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Investment Banks Investment Banking 130

Axial

DECEMBER 18, 2024

M&A Industry Report: Business Services Q3 2024 | www.focusbankers.com FOCUS Investment Banking is a trusted name in M&A advisory services with a nationwide footprint and a global reach. An Axial member since 2010, FOCUS works across a broad range of industries and has marketed more than 225 deals on the Axial platform.

Business Services 52

Business Services Investment Banking Investment Banks Banks 52

Axial

JULY 27, 2023

Axial is excited to release its Q2 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q2. In Q2, 771 sell-side investment banks and M&A advisors brought a total of 2,647 deals to market.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

Axial

MAY 4, 2023

Axial is excited to release its Q1 2023 Lower Middle Market Investment Banking League Tables. These league tables reveal the top 25 investment banks that were active on the Axial platform in Q1. In Q1, 740 sell-side investment banks and M&A advisors brought a total of 2,775 deals to market.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Axial

OCTOBER 26, 2023

Axial is excited to release its Q3 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q3. In Q3, 571 sell-side investment banks and M&A advisors brought a total of 2,360 deals to market.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

JULY 20, 2024

The bank's global markets segment is also capturing the strong performance in financial markets boosting sales and trading activity. An industry theme has been the rebound in mergers and acquisitions with Bank of America generating higher fees adding to its investment banking fees this quarter.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banking 130

Axial

JANUARY 10, 2025

This will help you better understand the entire mergers and acquisitions process, when to engage an advisor, and the role youll play as a business owner in your exit. When to Use Sell-Side Advisory Services At Axial, weve been involved in small business mergers and acquisitions for over 14 years. Reach out today.

Due Diligence 52

Due Diligence Mergers and Acquisitions Bidding Consulting 52

The Motley Fool

FEBRUARY 7, 2024

The five Dow components with the lowest share prices in the ageless index -- Walgreens Boots Alliance , Verizon Communications , Intel , Cisco Systems , and Dow Inc. -- collectively account for just 3.6% 2, health insurance and healthcare services company UnitedHealth Group (NYSE: UNH) accounted for almost 3,363 Dow points by itself.

Mergers and Acquisitions 130

Mergers and Acquisitions Accounting Investment Banking Investment Banks 130

The Motley Fool

FEBRUARY 25, 2024

It's the nation's second-biggest banking name, with $2.5 Like most of its peers, it provides basic banking services like checking accounts and loans, as well as a variety of investment and wealth-management services. And yet, Bank of America is clearly something of a standout within the banking industry.

Mergers and Acquisitions 130

Mergers and Acquisitions Bidding Banks Financial Services 130

The Motley Fool

APRIL 23, 2024

Roughly $7 million worth of cancels came from a single client event, a historic merger of two major global banks in Europe that affected us across index, ESG, and analytics. Just last week, we closed our acquisition of the London-based index provider, Foxberry. Turning to our other recent acquisitions.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

The Motley Fool

OCTOBER 21, 2024

But let's take it back a few years ago for the bank Slash Brokerage/ Wealth Manager. When the Fed was raising interest rates, this created a problem because Schwab's customers were moving savings in low interest paying accounts over to investments like bonds that paid interests, money market funds, that thing. That's up 4%.

Banks 130

Banks Investment Banking Investment Banks Mergers and Acquisitions 130

The Motley Fool

JANUARY 25, 2024

Plus, Motley Fool personal finance expert Robert Brokamp and host Alison Southwick open up the mailbag and answer questions about investing a lump sum, saving for kids, and ABLE accounts. To get started investing, check out our quick-start guide to investing in stocks. Goldman, it's an investment bank.

Investors 130

Investors Taxes Banks Education 130

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

The Motley Fool

JANUARY 16, 2025

Our customer investments team, what we call Merrill Edge, crossed a new milestone this quarter and now sits in excess of $518 billion in balances. Investment banking gained share of industry revenue in 2024. Investment banking grew 44%. Expense rose 8% as we continued investments in our business.

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

MAY 3, 2024

It's a member acquisition business, it's a content business, and it's an expense cost structure business and you can be unprofitable for a long time until you get all three of those things correct. Just in the first-quarter, $96 billion in core net new assets, one million new brokerage account openings. Pretty, impressive.

Banks 130

Banks Assets Accounting Mergers and Acquisitions 130

The Motley Fool

APRIL 12, 2024

We have clear lines of accountability, starting with my management team, fewer layers, increased spans of control, and frankly, much less bureaucracy and needless complexity. Our strong performance in both DCM and ECM drove Investment Banking revenue growth of 35% and overall banking revenue growth of 49%.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banking 130

The Motley Fool

MAY 9, 2024

Just last month in April, we added more than 1,000 principal agents with our accretive acquisition of Latter & Blum, the largest agency in the Gulf South and New Orleans. We expect this acquisition to be accretive to adjusted EBITDA in 2024, but the additional opex needs to be considered.

Mergers and Acquisitions 130

Mergers and Acquisitions Banks Amortization Public Companies 130

The Motley Fool

JANUARY 12, 2024

Second point we've made is that our consumer deposit balances at Bank of America remain 30% higher than pre-pandemic. We saw the deposit balance consumer accounts move lower this quarter but are now seeing more differentiation and behavior. Third, the consumers of Bank of America have had access to credit and are borrowing responsibly.

Banks 130

Banks Taxes Accounting Assets 130

Axial

DECEMBER 3, 2024

At Axial, we use data collected over 14 years of working in mergers and acquisitions, such as recently closed deals and how many bids an advisor generates, to recommend the best advisors for your business. Professionalism and reputation: This is assessed through feedback from their account manager. Request an introduction.

Companies 52

Companies Mergers and Acquisitions Consulting Consultants 52

The Motley Fool

JANUARY 12, 2024

We've also been investing in the corporate investment bank. CIB revenue grew 26% from a year ago, and our investment banking and trading market shares increased. For commercial clients, we continued to invest in order to have the right people and the right capabilities to better penetrate our customer base.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

JULY 14, 2023

As the slide shows, our office loans at the end of the second quarter were primarily in corporate investment banking and that is also where we had the most nonaccrual loans in the highest level of allowance for credit losses. Turning to corporate investment banking on Slide 13. at the end of the first quarter to 8.8%

Banks 130

Banks Assets Investment Banking Investment Banks 130

Axial

OCTOBER 10, 2024

Professionalism & Reputation Feedback on the advisor’s professionalism and reputation from their Account Manager. An M&A advisor helps businesses navigate mergers and acquisitions. M&A advisors can work for boutique advisory firms, investment banks, or business brokerage firms.

Mergers and Acquisitions 52

Mergers and Acquisitions Consulting Consultants Bidding 52

The Motley Fool

OCTOBER 11, 2024

NII ex-markets was up $274 million or 1%, driven by the impact of balance sheet mix and securities reinvestment, higher revolving balances in card, and higher wholesale deposit balances, predominantly offset by lower deposit balances in banking and wealth management and deposit margin compression. NIR ex-markets was up $1.8 Expenses of $22.6

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

OCTOBER 24, 2024

We've also seen an increase in cloud costs throughout the year as we've moved many products to the cloud and have exited 15 data centers since the IHS Markit merger closed. Desktop grew 8% or 1% when excluding the impact from the Visible Alpha acquisition. Turning to our divisions. Now, turning to our outlook for the remainder of 2024.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Financial Services Shareholders Mergers and Acquisitions 130

Pension Pulse

JANUARY 31, 2024

It is not monolithic and includes such varied enterprises as pension fund investment managers such as AIMCo , insurance companies, investment banks, broker dealers, hedge funds, mortgage investment companies – and still others. However, this diversity should rather be seen as a source of strength, not as a vulnerability.

Banks 59

Banks Pension Funds Financial Institutions Investing 59

Axial

DECEMBER 16, 2024

At Axial, we have over 14 years of experience in small business mergers and acquisitions. As you prepare your business for sale, work alongside a lawyer or accountant to resolve as many of these issues as possible before starting the M&A process. Its a major time commitment that can be avoided with the right team.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Accounting 40

The Big Picture

JANUARY 9, 2024

Matt Levine : 00:05:09 There’s some of that, but like, you have to like, like yeah, you’re like writing merger agreements and then the other side is marking up the merger agreement and like you’re arguing over commas and stuff. Like, like the, you know, like the accounting standards. And I love that.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 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 Motley Fool

JULY 16, 2024

Why bank earnings were a bit of a mixed bag, and Delta 's results show the pain may continue for airlines. A small acquisition from AMD that could be a big deal in the AI race. They focused on the fact that investment grade bond issuance was strong, a rebound in the IPO market, although it's still not where it has been in past years.

Banks 130

Banks Mergers and Acquisitions Investment Banks Investment Banking 130

The Big Picture

APRIL 4, 2023

In fact, that was pre -merger with Manny Hanny and Chemical, and JP Morgan, and et cetera. They really weren’t in the investment banking business, and they looked at the opportunity there and said, gee, we should really have a high yield business and a financing business. KENCEL: It’s the investment banking affiliate.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

The Big Picture

JUNE 11, 2024

Peter is the guy I look to when I wanna learn things about how to build a firm, how to grow organically, how to think about acquisitions, how to structure your company, really to become an enterprise as opposed to merely being a business. You did no acquisitions. This is the right investment approach. And, and now it’s up.

Mergers and Acquisitions 65

Mergers and Acquisitions Consulting Consultants Taxes 65

The Big Picture

APRIL 25, 2023

ADVERTISEMENT) RITHOLTZ: Prior to 2022, when rates were cheap, when rates were zero, when capital was plentiful, it seemed like the entire industry went through this wild merger frenzy. RITHOLTZ: Now, let’s talk a little bit about the roll-ups and the mergers and acquisitions that are going on. HAMBURGER: Yes.

Legal 65

Legal Law Firms Consulting Consultants 65

The Big Picture

JANUARY 24, 2023

It was between corporate law and investment banking. And so I joined Goldman in there, it was a 12-person merger department. So I joined Goldman and their merger department, but said, I’d like to be your LBO guy. You know, he’s a great entrepreneur, and it was a half a million-dollar investment from the firm.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

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

Axial

NOVEMBER 18, 2024

In this post, we cover: Definitions Key differences between brokers and advisors How Axial helps you find the right partner for your business To write this post, we used data from our network of brokers and advisors, which includes over 1,100 investment banks and M&A advisory firms, as well as 900 brokerage firms.

Fee Structure 52

Fee Structure Boutique Investment Banks Bidding Mergers and Acquisitions 52

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need.

Banks 52

Banks Debt Startups Capital 52

The Motley Fool

NOVEMBER 15, 2024

Aside from the Great Recession and the bank failures of last year, few issues in the recent banking era have been more scandalous than Wells Fargo 's (NYSE: WFC) infamous phony-accounts scandal. Employees at the bank opened millions of credit card and bank accounts without customers' consent.

Banks 189

Banks Assets Mergers and Acquisitions Investment Banking 189