The Motley Fool

FEBRUARY 13, 2024

Building a leading asset manager Rithm Capital has been evolving over the past few years. Nierenberg said: We did a couple of very strategic transactions, which put us in a position to, one, maintain earnings and, two, grow our alternative asset business. Here's a look at the steps it's taking to increase its value.

Asset Management 241

Asset Management Shareholders Assets Capital 241

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

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

Private Equity Wire

OCTOBER 16, 2024

Lawther is an experienced financial services banker with two decades of experience advising clients in the wealth, pensions, and asset management sector. Nissan joins Continuum from Goldman Sachs, where he was a Vice President in the Financial Institutions Group investment banking team.

Financial Institutions 71

Financial Institutions Asset Management Investment Banking Investment Banks 71

Private Equity Wire

OCTOBER 22, 2024

Private equity firm Altor has agreed to sell Swedish investment bank and asset manager Carnegie to Norway’s largest bank, DNB, for approximately SEK12bn ($1.14bn), with the deal expected to close in the first half of next year, according to a report by Reuters. ” Shares of DNB rose 0.5%

Banks 74

Banks Private Equity Firms Private Equity Firms Investment Banking 74

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

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 Banks 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 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

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

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 94

Mergers and Acquisitions Asset Management Finance Financing 94

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

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 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 Pension Funds Private Equity Firms Private Equity Firms 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 Investment Banking Investment Banks Investing 130

Private Equity Wire

SEPTEMBER 30, 2024

Three Hills, an asset management platform offering financing solutions to mid-market companies, has appointed Pauline Ammeux as a Partner to invest funds across all the firm’s strategies – Capital Solutions, Impact, and Credit Opportunities – on the French market.

Private Equity Firms 95

Private Equity Firms Private Equity Firms Asset Management Investment Banking 95

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 Finance Financing 130

Private Equity Wire

JULY 24, 2024

Global private investment firm KKR is to acquire Janney Montgomery Scott, a wealth management, investment banking and asset management firm with over $150bn in assets under administration, from The Penn Mutual Life Insurance Company.

Asset Management 95

Asset Management Private Companies Investment Banking Investment Banks 95

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 Earnings Before Interest 130

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

Private Equity Wire

AUGUST 13, 2024

Lazard has appointed Guggenheim Securities banker Courtney Haydon as a Managing Director in a move to bolster its private equity and alternative asset management dealmaking efforts, according to a report by Reuters. At Guggenheim, Haydon served as Senior Managing Director in financial sponsor investment banking.

Pension Funds 98

Pension Funds Private Equity Firms Private Equity Firms Banks 98

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

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 Banks Investment Banking Assets 223

Private Equity Wire

AUGUST 12, 2024

Lazard has recruited Courtney Haydon from Guggenheim Securities as Managing Director to enhance its private equity and alternative asset management dealmaking capabilities, according to a report by Reuters. At Guggenheim, Haydon was a senior managing director specialising in financial sponsor investment banking.

Pension Funds 97

Pension Funds Buyout Banks Asset Management 97

Private Equity Wire

OCTOBER 21, 2024

Curtis has more than 20 years of experience in regulatory compliance for financial services firms in the UK and Middle East, working with investment banks, asset managers, corporate finance, broker-dealers, and exchanges. “We

Bidding 87

Bidding Consulting Consultants Financial Services 87

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

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 18, 2024

Arctos, a private investment firm that provides bespoke growth capital and liquidity solutions, to sports franchises via Arctos Sports, and alternative asset managers via Arctos Keystone, has appointed Gregory Baecher as a partner.

Asset Management 90

Asset Management Investment Banking Investment Banks Banks 90

Private Equity Wire

JUNE 6, 2024

He began his career as an investment banking analyst at Credit Suisse, where he worked on buy-side and sell-side transactions for insurance and asset management clients. Prior to Edison, Dirla was an associate at private equity firm Lightyear Capital, where he focused on the financial services industry.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Asset Management Investment Banking 98

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 Wire

SEPTEMBER 27, 2024

Speakig in an interview Zelter said: “This is where the industry is moving,” highlighting the increasing convergence between private capital providers and traditional banks, while emphasising that Citigroup’s role would evolve from its typical mergers and acquisitions (M&A) activity to offering a full range of financing options.

Mergers and Acquisitions 97

Mergers and Acquisitions Debt Leveraging Asset Management 97

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 Wire

SEPTEMBER 23, 2024

Enfusion, a US-based provider of financial software for asset managers, is in discussions with investment bankers to explore strategic options, including a potential sale, with operate equity firms among the interested parties, according to a report by Reuters. The company has yet to comment on the developments.

Hedge Funds 81

Hedge Funds Investors Asset Management Investment Banks 81

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

Private Equity Wire

JUNE 24, 2024

Real assets investment manager Pennybacker Capital Management has appointed Jamie Pacala as Managing Director, Real Estate Investments. In his new role based in New York, Pacala will lead investments across the northeast and southeast regions of the US.

Mergers and Acquisitions 95

Mergers and Acquisitions Asset Management Investment Banking Investment Banks 95

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 Finance Financing Leveraged Buyouts 195

Private Equity Wire

AUGUST 12, 2024

Gray, who has joined as Head of Investor Relations, has over 10 years of experience working in the private equity and asset management industries. Most recently, she led investor relations at Newlight, an emerging manager spinout from Soros Fund Management.

Buyout 93

Buyout Venture Capital Stakes Asset Management 93