Axial

JUNE 15, 2023

ACT Capital Advisors Alvarez & Marsal Capital Partners SF&P Advisors Newbury Franklin FOCUS Investment Banking Pinewell Capital Cornerstone Business Services, Inc. ” – Stephen Sleigh, Managing Partner of Investment Bank, Peakstone Group “Across the board, the labor market continues to frustrate business owners.

Mergers and Acquisitions 52

Mergers and Acquisitions Due Diligence Deal Origination Investment Banks 52

Axial

DECEMBER 14, 2023

Elevated Valuations vs. Asset Quality In 2023, elevated interest rates and economic uncertainty have put pressure on business valuations. On the sell-side, advisors reported that owners have been less eager to enter the market due to declining asset valuations. There are over 150 private credit firms on the Axial platform.

Due Diligence 59

Due Diligence Investment Horizon Bidding Banks 59

Pension Pulse

AUGUST 8, 2023

He also spent 25 years in investment banking at Japanese dealer Nomura Securities, German lender Deutsche Bank AG and U.S.-based The infrastructure portfolio owns 30 assets in North America, Europe and the Asia-Pacific region, and has more than 90 investment professionals. based Morgan Stanley. to the end of 2022.

Venture Capital 52

Venture Capital Capital Pension Funds Startups 52

Trivest Partners

NOVEMBER 1, 2022

Seneca Partners was formed in 1999 as a merchant bank, doing both investment banking and investing into privately held companies. In 2003, we formed Seneca Health Partners, a small, committed healthcare fund focused on growth stage investing. Finally, can you regale us with an interesting or funny M&A story?

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 40

Pension Pulse

SEPTEMBER 28, 2023

Under the SIA, Costa will be subject to customary exclusivity obligations, including no shop, no talk and no due diligence obligations (the latter two subject to a customary fiduciary exception), notification obligations and a matching right. It also fits well into BCI's sustainable investment approach. A break fee of $14.9

Shareholders 52

Shareholders Financing Finance Banks 52

The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. We were originally very equity heavy back in the day, and we made a lot of investments on the fixed income side. Michael Carmen: 00:05:54 [Speaker Changed] Correct.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Big Picture

JULY 26, 2022

Well, you have to have a certain track record, be around for certain length of period, be able to check all of their due diligence boxes, and that takes time and money. All-in, you’re $8 billion in assets totally. They could have been in investment banking. WEAVER: And you can overpay for any asset.

Consultants 119

Consultants Consulting Private Equity Firms Private Equity Firms 119

Sara Grillo

MAY 8, 2023

If you see the IUL grifters on TikTok claiming an IUL policy is better than a 401k, or that is has upside potential with downside protection, a “can’t lost money asset”, or “privatized banking” you’ll know why the outrage is well deserved. Indexed Universal Life (IUL) insurance is all too commonly sold by smoke-and-mirrors.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

DECEMBER 5, 2023

They run over $27 billion in, in assets. And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. There was no m and a departments in any investment bank really until the very late seventies.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

JANUARY 9, 2024

It was underwriting, you know, it was like doing investment banking, underwriting public offerings. It was dealing with like the sort of guts of the bank and like new product development and capital and, and balance sheet. How, how indexing works and how big asset managers like BlackRock or Vanguard or State Street work.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Big Picture

JANUARY 24, 2023

It was between corporate law and investment banking. KLINSKY: But I also just finished being the chairman of the private equity industry, something called the American Investment Council. KKR was the biggest with $400 million of assets and eight people. RITHOLTZ: What other lines of investment do you focus on?

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consultants Consulting 59

The Big Picture

FEBRUARY 28, 2023

They run over $135 billion in assets. David is on the global investment committee. 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.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. No income, no job, no assets were exactly ninja, Sean Dobson : No pulse seems reasonable. We’re we’re the quant shop in real estate, in the quant shop in physical assets. The LTV was very high.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Big Picture

DECEMBER 20, 2022

And that, quite frankly, was the beginning of the of the asset class. And emerging market is not this homogeneous asset class. And you can see, you know, assets have gone. And if you look on your Bloomberg screen today, on that day, the asset went from 6 cents to 12 cents — RITHOLTZ: Wow. KOENIGSBERGER: Yeah.

Hedge Funds 64

Hedge Funds Debt Banks Assets 64

The Motley Fool

JANUARY 29, 2025

In the fourth quarter, our operating metrics included organic subscription run rate growth of 8%, excluding FX headwinds, and 7% on a reported basis; asset-based fee run rate growth of 15%; and a retention rate of 93%. In index products, the ecosystem linked to MSCI indices remains central to global investing.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

Pension Pulse

NOVEMBER 22, 2024

He oversaw a team of 25 investment professionals based in Singapore, Sydney and Delhi managing assets that included renewables, ports, electricity networks and power generation. Although the fund has significant losses on Azure, “the reality is that there is still very good assets underneath. Good luck to him Good luck to him?

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 59

The Big Picture

APRIL 11, 2023

How important is it for a mature company to have a mature CEO to come in and maximize their assets? RITHOLTZ: So have we now gotten to the point where this sort of silliness is over, or are the venture capitalists and investment banks that bring these companies public, are they still playing that game? RITHOLTZ: Right.

Education 119

Education Financing Finance Taxes 119

The Motley Fool

JANUARY 11, 2025

I would never recommend investing blindly without due diligence because large hedge funds invest over different time horizons than most retail investors and with distinct goals. I also think the environment for banking has improved dramatically. I also think the environment for banking has improved dramatically.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Due Diligence Initial Public Offering 246

The Motley Fool

JANUARY 2, 2025

See the 10 stocks Given these impressive returns, investors should keep an eye on Berkshire's portfolio for new ideas although make sure to do your due diligence. Bank of America -- 11.3% Even if the 10-year yield continues to climb, banks can perform well as long as the yield curve doesn't invert.

Due Diligence 246

Due Diligence Banks Debt Conglomerates 246