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.

Collateral 246

Collateral Investors Mergers and Acquisitions Initial Public Offering 246

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. Should investors be worried?

Mergers and Acquisitions 130

Mergers and Acquisitions Investors Initial Public Offering Exchange-Traded Funds 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

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

OCTOBER 9, 2024

Investment banks, which faced significant losses on risky merger and acquisition (M&A) loans due to a spike in global interest rates, are now aggressively returning to the leveraged buyout (LBO) market — one of the most profitable sectors in finance, according to a report by Bloomberg.

Leveraged Buyouts 97

Leveraged Buyouts Leveraging Buyout Banks 97

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 Wire

JUNE 24, 2024

Pacala was most recently a managing director at Rockwood Capital, where he focused on acquisitions and asset management across property sectors. According to a press statement, Pacala led the expansion into several new investment markets across the US southeast and Texas.

Mergers and Acquisitions 74

Mergers and Acquisitions Asset Management Investment Banking Investment Banks 74

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

Private Equity Wire

SEPTEMBER 24, 2024

Managing financial risks In a volatile economic environment, managing risks such as currency fluctuations and interest rate volatility has become a key concern for private equity firms, especially those involved in cross-border acquisitions.

Mergers and Acquisitions 95

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

The Motley Fool

OCTOBER 21, 2024

Also active brokerage accounts continuing to climb even after the TD Ameritrade merger. If you have $10 trillion in assets and the stock market rises by 20%, you're going to have $12 trillion of assets. After the TDA Mertde acquisition, I thought they were going to have a tougher time retaining those clients.

Banks 130

Banks Investment Banking Investment Banks Mergers and Acquisitions 130

The Motley Fool

JULY 30, 2024

This was a tremendous undertaking made possible through the merger that will benefit our existing customers and help potential customers more easily see the incredible value of Cap IQ Pro. I want to take a moment to discuss an important acquisition that closed in the second quarter. Back to the theme of generative AI.

Securities and Exchange Commission (SEC) 130

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

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

Banks 130

Banks Assets Capital 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

JANUARY 12, 2024

Adjusted full year revenue grew 5% on a back of 9% NII improvement and strong asset management fees and sales and trading results. We achieved 170 basis points of operating leverage in 2023, as heightened quarterly expense levels were driven lower throughout the year, even as the investments in growth continued. billion in Q4.

Banks 130

Banks Taxes Accounting Assets 130

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. It was derivatives math, it was like working with the traders on like risk management.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

The Big Picture

DECEMBER 14, 2022

But I’d say, overall, folks are more kind of corporate-oriented, you know, investing in companies. I definitely wanted to gain investing skills. And so I wanted to be part of that kind of follow-through, and that’s why moving to the investment side was interesting to me. And for me, that was interesting.

Assets 64

Assets Mergers and Acquisitions Capital Portfolios 64

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. This is really a fascinating story. It’s fantastic.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Banks Finance 59

The Motley Fool

JANUARY 29, 2025

Among client segments, we also had a strong quarter with hedge funds and wealth managers as we grew our firmwide subscription run rate growth by 15% and 12%, respectively, excluding FX. In index products, the ecosystem linked to MSCI indices remains central to global investing. And in Q4, we saw a number of milestones.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Motley Fool

FEBRUARY 20, 2025

Bank stocks struggled today as investors grew more concerned about the economy and the strength of consumers. Shares of JPMorgan Chase (NYSE: JPM) , the largest bank in the U.S. by assets, fell 4.5%. Shares of investment banks and asset managers Goldman Sachs (NYSE: GS) and Morgan Stanley (NYSE: MS) also fell 3.9%

Banks 185

Banks Mergers and Acquisitions Initial Public Offering Investment Banks 185

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 Big Picture

FEBRUARY 7, 2023

So, by the time I got there, it was well beyond just, you know, financing customer acquisitions of appliances. You know, GE Capital, you have to understand, like, investment banking was so hot then. COHAN: Everybody wanted to be an investment banker. I mean, investment bankers were rock stars, right? COHAN: Right.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103