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

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. banks' share of senior secured loans went from 33% in 1995 to just 8% in 2022.

Collateral 246

Collateral Investors Mergers and Acquisitions Initial Public Offering 246

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

Private Equity Insights

JUNE 8, 2024

Goldman Sachs Asset Management closed its purchase of Norwegian e-learning platform Kahoot! Roping in a co-investor allows private equity firms to reduce the money they front themselves for a deal, a welcome prospect at a time when high borrowing costs are crimping the amount of leverage they can use.

Buyout 130

Buyout Private Equity Firms Private Equity Firms Pension Funds 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

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

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 Asset Management Leveraging 97

Private Equity Insights

MAY 9, 2024

The third success factor is tailored solutions: A Relationship Bank offers customized financial solutions that meet the specific needs of the funds. Can you discuss the role of relationship banks in supporting alternative investment funds through various stages of the fund lifecycle, from fundraising to exit?

Banks 130

Banks Funds Finance Financing 130

The Motley Fool

MARCH 17, 2024

This is an interesting strategy, and has helped Ares earn a positive reputation among businesses that often go overlooked by large investment banks. By contrast, Ares has the ability to complete much more sophisticated deals, including leveraged buyouts. For instance, Hercules and Horizon usually offer revolving or term loans.

Leveraged Buyouts 130

Leveraged Buyouts Exchange-Traded Funds Private Equity Firms Private Equity Firms 130

Private Equity Wire

SEPTEMBER 24, 2024

Historically, the focus was on leveraged buyouts and cost-cutting to boost profitability, but this approach is no longer sufficient. x, which represents the modernization of these functions, focuses on advanced cash management and aligning financial operations with broader strategic goals. Treasury 4.x,

Mergers and Acquisitions 95

Mergers and Acquisitions Private Equity Firms Private Equity Firms Leveraged Buyouts 95

Private Equity Wire

DECEMBER 20, 2023

Realty Partners benefits from a conservatively leveraged portfolio of investments that is diversified by geography and asset class, access to H.I.G.’s became a signatory to the UN Principles for Responsible Investment (“UN PRI”). David Hirschberg, Managing Director and Co-Head of H.I.G. He is located in H.I.G.’s

Investment Banking 98

Investment Banking Investment Banks Banks Assets 98

The Motley Fool

OCTOBER 15, 2024

The strong year-over-year fee performance was led by a 15% improvement in investment in brokerage services, mostly in our global wealth management business. We are focused on driving market share in all our businesses, investing in technology to further enhance the customer experience, and continue to increase our efficiency.

Banks 130

Banks Leveraging Assets Capital 130

The Motley Fool

OCTOBER 21, 2024

He was formerly head of Schwab asset management, so he knows the business really well. He is expected to continue what they're doing right now, I mentioned, leaning into the more profitable areas of the business, like the actively managed accounts the lending business, things like that. Goldman's great at investment banking.

Banks 130

Banks Investment Banking Investment Banks Mergers and Acquisitions 130

The Motley Fool

JANUARY 16, 2025

We ended the year with $6 trillion in total client balances that we manage for people in America across our global wealth and consumer businesses. 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 grew 44%.

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

APRIL 23, 2024

Despite the tough Q1 operating environment for us, we delivered double-digit organic subscription run rate growth among asset owners, hedge funds, wealth management -- managers, and corporates. At the segment level, analytics achieved recurring sales growth of 27% among banks, 20% among hedge funds, and 15% among asset owners.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

The Motley Fool

APRIL 12, 2024

billion or 12% driven by higher firmwide asset management and Investment Banking fees as well as lower net investment securities losses. Next, the Corporate & Investment Bank on Page 5. Investment Banking revenue of $2 billion was up 27% year on year. NIR ex Markets was up $1.2

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Investment Banking Investment Banks 130

The Motley Fool

FEBRUARY 15, 2024

We also expanded Zelman's investment banking capabilities into the commercial market in 2023. And in the fourth quarter, the investment banking team closed three transactions, albeit all in the single-family sector, that boosted revenues and expanded the W&D brand significantly. billion, down only 16% from 2022.

Debt 100

Debt Financing Finance Banks 100

The Motley Fool

JULY 26, 2024

But you mentioned their equities trading, which was really strong, their investment banking fee growth, which was 29% year over year, which came from a very low bar, but now more companies are going public, more M&A activities happening, and the banks are a big beneficiary of that. trillion.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

Pension Pulse

JULY 11, 2024

“It gets back to the ability to grow the operating performance of the companies and making sure that returns” come from that rather than from “financial leverage,” he tells Bloomberg. And the use of PIK and other forms of so-called “back leverage” makes it even more difficult to get a clear picture on the state of privately owned companies.

Buyout 59

Buyout Debt Leveraging Collateral 59

The Motley Fool

JANUARY 12, 2024

All of this was helped by the years of Bank of America's assiduous dedication to responsible growth. Adjusted full year revenue grew 5% on a back of 9% NII improvement and strong asset management fees and sales and trading results. Risk-weighted assets increased $19 billion on loan growth and growth in global markets RWA.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

JULY 30, 2024

We're already seeing users leverage S&P Spark Assist to optimize code, rewrite configuration files for software migrations and summarize complex documents. Leveraging LLM from multiple sources allows us to benefit from the rapid innovation taking place across the technology ecosystem without being locked into a single vendor.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mergers and Acquisitions Banks Debt 130

The Motley Fool

FEBRUARY 23, 2024

billion of investment with approximately $1.6 billion of cash and equity and only about $200 million of incremental debt, achieving an equity to debt funding ratio on that investment activity of 8-to-1, demonstrating our commitment to our long-range net leverage target of 5.0 times within our target leverage range.

Assets 130

Assets Capital Leveraging Debt 130

Blackstone News

FEBRUARY 27, 2024

Barclays Bank PLC, acting through its Investment Bank, served as exclusive structuring advisor to Blackstone in the transaction, to which it also served as risk retainer and liquidity facility provider. About Blackstone Blackstone is the world’s largest alternative asset manager.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Banks Hedge Funds Financial Institutions 52

The Motley Fool

JULY 14, 2023

In banking, the momentum in investment-grade debt has spread into other DCM products. But the long-awaited rebound in investment banking has yet to materialize. And it was a disappointing quarter in terms of both the wallet and our own performance, with investment banking revenues down 24%.

Banks 130

Banks Capital Investment Banks Investment Banking 130

Pension Pulse

JULY 16, 2024

Various factors including the appetite for deals led some of the pension funds to become over-exposed to private equity within their larger portfolio of investments. Canada Pension Plan Investment Board (CPPIB), the country’s largest pension fund, owns half the building. Alberta Investment Management Corp.

Pension Funds 64

Pension Funds Buyout Assets Debt 64

The Motley Fool

MAY 3, 2024

Our small balance lending business has maintained market share with Fannie and Freddie and grew Q1 revenues 17% year over year, with the opportunity to grow dramatically as banks continue to pull back from originating new, small balance, multifamily loans. million investment banking transaction. So how do you fill that gap?

Debt 130

Debt Banks Assets Capital 130

The Motley Fool

OCTOBER 13, 2023

This helped drive investment banking revenue up 34%, albeit of a low base and a small wallet. We brought together the management of the investments, corporate, and commercial banks under one umbrella. Personal Banking was also up double digits at 13%. And finally, banking revenues.

Banks 130

Banks Capital Assets Accounting 130

SEI

SEPTEMBER 17, 2022

Maybe we can touch base on your asset management distribution business. So if you look at AUM and the private banks, it's been I think pretty range bound. I think we've always believed that the change in our approach from not leading with just an asset management, kind of a more closed architecture solution.

Assets 49

Assets Banks Asset Management Accounting 49

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 I went to pitch this asset management guy on why he should come be a part of that process. Leverage levels have come down materially. That has changed.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

DECEMBER 6, 2022

And before that, Morgan Stanley, doing technology and operations planning for the wealth and asset management group. So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing.

Mutual Funds 64

Mutual Funds Assets Funds Companies 64

The Big Picture

OCTOBER 31, 2023

But more importantly, when I’ve heard of liquid alts, it’s generally the investments that they’re making are in liquid, liquid products, mostly public market products. For, for hedge fund or for, 00:06:29 [Speaker Changed] So that was actually Montgomery Asset Management. 00:06:35 [Speaker Changed] Correct.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Motley Fool

AUGUST 3, 2023

In the midst of dramatically lower transaction volumes in the first half of 2023, Walker & Dunlop's countercyclical lending businesses, exemplary credit track record, and consistent servicing and asset management revenues provided us with the financial strength to continue investing in the business for long-term growth and success.

Asset Management 100

Asset Management Financing Finance Debt 100

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. KENCEL: It’s the investment banking affiliate.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

The Motley Fool

JANUARY 12, 2024

While activity picked up in the fourth quarter with revenues up 22%, overall banking revenue continued to be impacted by a weak wallet globally. Investment banking was up slightly for the year, and we finished 2023 as a fifth-leading franchise. Banking revenues decreased 15% to $4.6 We certainly aspire to be better.

Banks 130

Banks Capital Investment Banks Investment Banking 130

The Big Picture

NOVEMBER 22, 2022

And so they stood up a firm called AltFinance, whose main purpose was to help alternative asset managers tap into that rich pool of potential hires. RITHOLTZ: From there, you ended up going into a decade of equity research and investment banking at shops like Bank of America, Piedmont, others.

Financing 59

Financing Finance Hedge Funds Venture Capital 59

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He’s a member of the management committee. He co-chairs a number of the asset management investment committees. Investment banks were not really a known concept in the area where I grew up.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119