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

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

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 13, 2023

Additionally, Bank of America offers wealth and investment management services, providing investment advice and solutions on things like brokerage and retirement products. Finally, its investment banking business provides advisory and underwriting on equity and debt instruments.

Banks 223

Banks Investment Banks Investment Banking Assets 223

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

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

FEBRUARY 19, 2024

These are called private placements, and most of the time, the shares are sold to investment banks or hedge funds. Hedge funds are often far riskier than investing in a mutual fund, and they are exclusively for people with at least $200,000 in income or $1 million in net worth.

Hedge Funds 239

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

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. Schwab also holds more than $7 trillion worth of clients' (nonbanking) investments.

Investment Banks 130

Investment Banks Investment Banking Asset Management Banks 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 Banks Investment Banking 130

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 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

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.

Banks 130

Banks Portfolios Investment Banks Investment Banking 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 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 Banks Investment Banking 98

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 Banks 97

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

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%

Investors 246

Investors Collateral Mergers and Acquisitions Initial Public Offering 246

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 Banks Investment Banking Assets 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. While large financial sponsors in European space tend to seek global investment bank financing, local funds often turn to domestic banks.

Leveraging 130

Leveraging Banks Financing Finance 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 Wire

SEPTEMBER 25, 2023

Prior to that he was at Spectrum Equity, having started his career as an Investment Banking Analyst at M&A advisory firm North Point Advisors. Previously, she served as an Investment Banking Analyst at Houlihan Lokey and SunTrust Robinson Humphrey.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Investment Banks Investment Banking 97

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. Source: CNBC Can’t stop reading? is said to be nearing a deal to buy a stake in Cotiviti Inc.

Funds 130

Funds Private Equity Firms Private Equity Firms Pension Funds 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

OCTOBER 24, 2024

Previously, Flemmer served as Managing Director, Head of Digital Strategy for Alternative Investments in the Asset Management Division at Goldman Sachs.

Assets 94

Assets Asset Management Investment Banks Investment Banking 94

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

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

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 91

Assets Funds Asset Management Investment Banks 91

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 Banks 98

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.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Pension Funds Asset Management 98

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 Asset Management Banks 97

Private Equity Insights

JUNE 8, 2024

Goldman Sachs Asset Management closed its purchase of Norwegian e-learning platform Kahoot! The shift is catching the eye of major investment banks. Darren Allaway, a London-based managing director in Goldman Sachs Group Inc.’s

Buyout 130

Buyout Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Wire

NOVEMBER 27, 2024

Cornerstone investors for LeapFrog’s latest fund include top-tier institutional limited partners such as Temasek, AIA, Prudential Financial, and development financial institutions, including the European Investment Bank and the US International Development Finance Corporation.

Funds 98

Funds Education Financial Institutions Asset Management 98

Private Equity Wire

APRIL 11, 2024

Global investment bank Houlihan Lokey has appointed Dr Ashish Patel as a Managing Director within its capital markets group in expanding its equity private placement capability and presence in Europe. Patel will be based in London.

Capital 98

Capital Venture Capital Asset Management Investment Banks 98

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”.

Investors 130

Investors Private Equity Firms Private Equity Firms Bidding 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

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 72

Financial Institutions Asset Management Investment Banks Investment Banking 72

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 96

Asset Management Private Companies Investment Banks Investment Banking 96