The Motley Fool

SEPTEMBER 18, 2023

Blackstone (NYSE: BX) recently reached a huge milestone when it surpassed over $1 trillion in assets under management ( AUM ) in the second quarter. It became the first global alternative asset manager to hit that level and will add another notch to its belt when it joins the S&P 500 index later this month.

Investment Banks 130

Investment Banks Investment Banking Banks Hedge Funds 130

Private Equity Insights

JUNE 13, 2023

Its owner of nearly a decade, American asset management firm Goldentree is said to be in talks with investment banks to explore a potential sale of the chain, with sources telling The Sunday Times that it is gunning for a £1.2bn offer for the 595 hotels.

Investment Banks 130

Investment Banks Investment Banking Banks Private Equity Firms 130

Private Equity Wire

NOVEMBER 4, 2024

Prior to joining Campbell Lutyens, Chirag spent 13 years as an institutional investor leading fund investments and co-investments at top investments, including the Alaska Permanent Fund Corporation, DB Private Equity, and GE Asset Management.

Mergers and Acquisitions 96

Mergers and Acquisitions Asset Management Financing Finance 96

The Motley Fool

NOVEMBER 28, 2023

Though the odds are definitely against short-sellers and bearish investors making boatloads of money on Wall Street, a few high-profile success stories stand out -- perhaps none more so than that of Michael Burry, the Chief Investment Officer of Scion Asset Management. economic growth.

Investors 231

Investors Asset Management Assets Banks 231

The Motley Fool

DECEMBER 15, 2023

BDCs typically compete with banks and even venture capital or private equity funds depending on the deal structure. By taking a different approach, Ares is not only carving out a niche in the world of BDCs, but it has found a way to tap into the types of activities usually handled by traditional investment banks.

Mergers and Acquisitions 246

Mergers and Acquisitions Exchange-Traded Funds Banks Financial Institutions 246

Private Equity Wire

OCTOBER 24, 2024

MSCI, a provider of critical decision support tools and services for the global investment community, has appointed Luke Flemmer as Head of Private Assets, effective 22 October, reporting to Chief Product Officer Alvise Munari.

Assets 94

Assets Asset Management Investment Banking Investment Banks 94

The Motley Fool

DECEMBER 4, 2024

The following table shows the P/E ratios of top payment processors and investment banks -- which are all top 10 holdings in the Vanguard Financials ETF. Here's a look at the P/B ratios of top diversified banks and Warren Buffett-led Berkshire Hathaway. Bank of America 1.3 American Express 22.4 Goldman Sachs 17.9

Mergers and Acquisitions 245

Mergers and Acquisitions Banks Mutual Funds Investment Banking 245

The Motley Fool

AUGUST 25, 2024

It focuses on investing in and acquiring companies. Riley also operates subsidiaries that provide asset management, brokerage, direct lending, investment banking, wealth management, and other services. The company's announcement of a $411 million decrease in net asset value (NAV) on Feb.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Asset Management Investment Banks 246

The Motley Fool

MARCH 26, 2025

Jefferies Financial Group (NYSE:JEF) , a prominent player in the investment banking industry and the capital markets, announced its fiscal 2025 first-quarter results on March 26. Overall, the quarter was challenging for Jefferies, but a rise in investment banking revenues provided some reason for optimism amidst market difficulties.

Investment Banking 130

Investment Banking Investment Banks Banks Asset Management 130

AltAssets

JUNE 4, 2024

Italian investment bank Equita's asset management arm has hit a €100m first close for a new fund targeting energy transition dealmaking and the fight against climate change.

Assets 94

Assets Funds Asset Management Investment Banking 94

The Motley Fool

DECEMBER 13, 2023

If you're considering buying Bank of America stock today, here are four things you'll want to consider. bank and offers a variety of financial services With over $2.5 trillion in assets, BofA is the second-largest bank in the U.S., Its traditional banking business benefits during times of rising interest rates.

Banks 223

Banks Investment Banking Investment Banks Assets 223

The Motley Fool

FEBRUARY 19, 2024

These services include cash and securities lending, risk management consulting, custody of assets (holding securities), and making introductions between clients and investors. The minimum amount a client must have to use a prime broker is $500,000, though it's not uncommon for clients to have $50 million in assets.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

JANUARY 5, 2024

While Hercules and Horizon typically compete for the same business, Ares is slightly different because it focuses on middle-market companies that may fall off the radar of investment banks and other BDCs. In fact, even Warren Buffett owns a position in Ares through Berkshire Hathaway 's subsidiary New England Asset Management.

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

The Motley Fool

DECEMBER 6, 2023

Riley Financial provides financial services including investment banking, wealth and asset management, business advisory, and asset disposal. The company was a big beneficiary of the blistering investment activity seen in 2021. I'll also clue you in on which one I'd buy first. Riley Financial's lofty 17.3%

Collateral 246

Collateral Investors Mergers and Acquisitions Initial Public Offering 246

The Motley Fool

JUNE 15, 2023

Comparing JPMorgan Chase to Charles Schwab JPMorgan Chase is the nation's biggest bank , as measured by its $3.3 trillion worth of assets. It also just happens to offer brokerage, wealth management, and investment banking services. Beyond that though, asset management is by far Schwab's biggest breadwinner.

Investment Banking 130

Investment Banking Investment Banks Asset Management Mutual Funds 130

The Motley Fool

OCTOBER 6, 2024

One of Berkshire's smaller positions (less than one-tenth of 1% of the overall portfolio) is the investment bank Jefferies Financial Group (NYSE: JEF). Total investment banking revenue, which can be tricky to forecast, came in at $949.5 Berkshire owns roughly 433,500 shares. Revenue of roughly $1.68

Mergers and Acquisitions 130

Mergers and Acquisitions Investors Initial Public Offering Exchange-Traded Funds 130

Private Equity Insights

FEBRUARY 2, 2024

has been leaning toward a financing package provided by banks for its potential buyout of Cotiviti Inc. Investment banks are also ahead of their private credit rivals to provide a €3 billion ($3.25 KKR & Co. billion) debt package backing a potential buyout of Techem GmbH. Source: Yahoo Finance Can’t stop reading?

Buyout 195

Buyout Financing Finance Leveraged Buyouts 195

The Motley Fool

JULY 15, 2023

BlackRock is the world's largest asset manager with some $9 trillion in assets under management (AUM) and the market leader in exchange-traded funds (ETF). Goldman Sachs is the leading investment banker in the country. In 2021, the company had record revenue in investment banking and was No.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Exchange-Traded Funds Investment Banking 130

The Motley Fool

JUNE 17, 2023

However, this investment bank has plenty to like over the long term. Investment banking is a cyclical business Goldman Sachs is a global investment bank, one of the largest in the world, with offices in over 30 countries and 60 cities globally.

Mergers and Acquisitions 130

Mergers and Acquisitions Investing Investment Banking Investment Banks 130

The Motley Fool

OCTOBER 18, 2024

While NII typically can be pressured as the Fed lowers rates , given that we've had an inverted yield curve (where two-year Treasury yields have been higher than 10-year Treasury yields) for quite some time, the normalization of the yield curve should help most big banks moving forward. times multiples, while JPMorgan trades at over 2.4

Banks 130

Banks Portfolios Investment Banking Investment Banks 130

The Big Picture

AUGUST 26, 2022

Our previous discussions (debates really) were over the traditional model of brokerage I push back against versus the fee-based fiduciary asset management I embrace. My examples of overpriced, low-performing, abusive account management have been derided as outliers. He was aghast over this. But I digress.

Asset Management 141

Asset Management Assets Legal Liabilities 141

The Motley Fool

JANUARY 16, 2025

Multinational investment bank and financial services giant Morgan Stanley (NYSE:MS) delivered an impressive performance in its fourth quarter of 2024. Business Overview and Strategic Focus Morgan Stanley operates across three primary segments: Institutional Securities, Wealth Management, and Investment Management.

Investment Banking 130

Investment Banking Investment Banks Banks Assets 130

The Motley Fool

JULY 19, 2024

Net interest income is the difference between the interest a bank earns from its loans and the interest it pays out on its deposits, and is an important metric for banks. billion, powered by trading revenue and investment banking fees. Investment banking fees soared by 29%. billion, or $0.83

Banks 130

Banks Investment Banking Investment Banks Management Fees 130

Private Equity Insights

DECEMBER 12, 2023

Top global asset managers including BlackRock are among investors in an Asia-focused infrastructure private equity fund that raised $800m, underscoring growing interest in the asset class amid market volatility. Most major players have yet to put focus on capital deployment in the mid-market infrastructure space in Asia.

Funds 130

Funds Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

MAY 21, 2024

Discover the advantages of a relationship bank providing leverage on both fund and portfolio level, optimizing your investments for maximum returns. To counter this, Net Asset Value (NAV) facilities emerge as an intriguing option. 12 markets of the region are covered by subsidiary banks.

Leveraging 130

Leveraging Banks Financing Finance 130

Private Equity Wire

MAY 22, 2024

New York-based Blue Owl Capital has appointed Chris Eby, formerly Co-Head of Asset Management Investment Banking at Goldman Sachs, as Head of Strategy and Corporate Development, according to a report by Bloomberg. Eby joined Goldman Sachs as a managing director in 2021 from Credit Suisse.

Capital 98

Capital Asset Management Investment Banking Investment Banks 98

Private Equity Insights

MARCH 22, 2024

BlueGem was advised by Houlihan Lokey, BPER Corporate & Investment Banking, Latham & Watkins, PwC, PedersoliGattai and ERM. read more Goldman Sachs Asset Management raises over $700m for new fund Goldman Sachs Asset Management said on Thursday it had raised over $700 million for a new fund.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Stakes Asset Management 130

Private Equity Insights

SEPTEMBER 21, 2023

According to recent investment banking industry sources, Hahn & Company’s 4th blind fund, which has been in the collection phase since last year, has approached an agreement amount close to $2.5bn. The investment size from securities firms is also at the level of 100bn won.

Pension Funds 130

Pension Funds Funds Asset Management Investing 130

Private Equity Insights

FEBRUARY 2, 2024

Private equity firms TA Associates and Warburg Pincus are exploring a sale of portfolio company Procare Solutions, a provider of child-care management software, that could value the business at nearly $2bn, including debt, according to a report by Reuters. Source: Private Equity Wire Can’t stop reading?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Bidding Stakes 130

Private Equity Insights

AUGUST 7, 2023

JPMorgan Chase & Co, the investment bank advising Subway, has given the private equity firms interested in buying the company a $5 billion acquisition financing plan. The sources said Subway expects to sell for more than US$9 billion, and that it was unclear whether the two companies would be able to meet this mark.

Bidding 130

Bidding Private Equity Firms Private Equity Firms Capital 130

Private Equity Insights

MARCH 17, 2023

Ares Management Corp. It has vaulted to the top rungs of the alternative-asset management world by focusing on what it does best: private credit. Yet, like its peers, Ares feels compelled to diversify into other asset classes, such as real estate, infrastructure, and private equity. Apollo Global Management, and KKR.

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 130

The Motley Fool

JUNE 27, 2023

But in the investment banking world, the best time to finalize potential mergers or acquisitions is over the weekend, as markets aren't open and companies don't have to worry about the potential for leaked information to cause an immediate spike in share prices. Most people do their best not to do too much work on the weekends.

Mergers and Acquisitions 130

Mergers and Acquisitions Bidding Buyout Asset Management 130

Private Equity Insights

MARCH 16, 2023

Investcorp, an alternative asset manager that counts Mubadala Investment Company as its biggest shareholder, has distributed $1.2bn in total to its GCC-based investors over the past 12 months, driven by “several value realisation initiatives”. The fund currently has seven investments within its portfolio.

Investors 130

Investors Private Equity Firms Private Equity Firms Bidding 130

Private Equity Insights

DECEMBER 11, 2023

An investor group consisting of Arkhouse Management and Brigade Capital has made a $5.8bn offer to take department store chain Macy’s (M.N) read more Arkhouse and Brigade Unveil $5.8bn Bid to Take Macy’s Private An investor group consisting of Arkhouse Management and Brigade Capital has made a $5.8bn offer to.

Bidding 130

Bidding Due Diligence Stakes Asset Management 130

Private Equity Wire

SEPTEMBER 25, 2023

OceanSound Partners (OceanSound), a private equity firm that invests in technology and technology-enabled services companies serving government and enterprise end markets, has added seven professionals to its team to support portfolio companies and investment activity.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Investment Banking Investment Banks 97

Private Equity Wire

JANUARY 16, 2024

Arcmont Asset Management and Churchill Asset Management, the European and US asset management companies of Nuveen Private Capital, have appointed Bonsoo Koo as Head of Business Development for Korea.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Asset Management Investment Banking 97

The Motley Fool

JANUARY 16, 2025

An impressive growth of 22% was seen in investment assets despite a slight 2% decrease in average deposits. The Global Wealth and Investment Management segment also saw a 15% increase in revenue, strongly driven by higher asset management fees. Net income for the segment was $1.2

Banks 130

Banks Asset Management Management Fees Assets 130