Private Equity Wire

OCTOBER 24, 2024

LCM Partners, an alternative asset manager partially owned by Brookfield Asset Management, is seeking to raise €6bn ($6.5bn) for its new Credit Opportunities 5 fund, which will focus on investing in non-performing loans (NPLs) across Europe.

Financial Institutions 90

Financial Institutions Funds Asset Management Leveraging 90

The Motley Fool

APRIL 24, 2024

With a market cap approaching $300 billion and total assets on the balance sheet of $3.3 trillion, Bank of America is undoubtedly one of the largest financial institutions out there. This means it has built up a core competency when it comes to operating a massive financial institution in a profitable manner.

Banks 130

Banks Financial Institutions Shareholders Leveraging 130

The Motley Fool

AUGUST 29, 2023

Leveraging this holistic view of the customer, nCino facilitates gathering deposits, originating any loan product, onboarding customers, and portfolio management, all from one platform. With high interest rates still in effect, financial institutions are seeing pressure on net interest margins. We proved that value proposition.

Banks 246

Banks Financial Institutions Accounting Mergers and Acquisitions 246

The Motley Fool

SEPTEMBER 7, 2024

The big open secret here is that AGNC, like other mortgage REITs , makes liberal use of leverage in an effort to enhance shareholder returns. In and of itself using leverage isn't a bad thing, but it increases risk. That's particularly true when you use a lot of leverage, like pledging 92% of your mortgage bond portfolio as collateral.

Collateral 130

Collateral Investing Leveraging Financial Institutions 130

Private Equity Insights

JUNE 21, 2024

With our debut fund, we leveraged the Charlesbank platform and our team’s deep sector expertise to offer investors access to high-growth technology companies with proven business models, and the success of the TOF II fundraise demonstrates that this approach has resonated.”

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

JUNE 21, 2024

With our debut fund, we leveraged the Charlesbank platform and our team’s deep sector expertise to offer investors access to high-growth technology companies with proven business models, and the success of the TOF II fundraise demonstrates that this approach has resonated.”

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

JANUARY 12, 2024

LCP X’s strategy is principally focused on the acquisition of private equity and alternative asset partnership portfolios from large-scale investors as they rebalance their allocations or seek liquidity, while also engaging in smaller opportunities leveraging Lexington’s deep industry relationships.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Financial Institutions 130

Private Equity Wire

OCTOBER 13, 2023

With the global private credit market now worth around $1.5tn, large financial institutions such as HSBC are aiming to leverage their existing relationships to build a presence in the space.

Financial Institutions 98

Financial Institutions Asset Management Leveraging Finance 98

The Motley Fool

NOVEMBER 30, 2024

With a $364 billion market cap and an asset base (as of Sept. trillion, Bank of America (NYSE: BAC) is a leader in the financial services industry. It has its hands in numerous areas, from consumer and commercial banking to capital markets and asset management. 30) that totals a gargantuan $3.3

Banks 130

Banks Financial Institutions Prospects Financial Services 130

Private Equity Wire

FEBRUARY 19, 2024

Stricter rules for private credit funds operating in Europe are set to be approved by the European Union this week in response to recent rapid growth in the sector and a subsequent uptick in concerns over potential risks to the stability of financial markets, according to a report by Bloomberg. times their equity. times their equity.

Financial Institutions 92

Financial Institutions Bidding Leveraging Asset Management 92

Private Equity Professional

JUNE 25, 2024

Limited partners in TOF II include public and corporate pensions, endowments, foundations, financial institutions, fund of funds, asset managers and family offices, as well as high-net-worth individuals. The new fund had an original target of $1.1 billion and an original hard cap of $1.2

High Net Worth Individuals 100

High Net Worth Individuals Funds Financial Institutions Asset Management 100

The Motley Fool

NOVEMBER 26, 2024

This approach has allowed us to reduce our overall portfolio's risk and improve our asset quality as low-risk new loans continue to grow our overall asset structure is gradually improving. This increased the credit identification accuracy for small and micro business assets by over 10%. billion, revenue was RMB 3.7

Assets 130

Assets Financial Institutions Leveraging Funds 130

The Motley Fool

NOVEMBER 20, 2024

The customer was facing rising costs in their SOC with little automation and adequate visibility into the rising number of tailored attacks that leveraged AI. We have hundreds of customers leveraging AI access. This deal was headlined by a SOC transformation where we both replaced multiple SIEMs with XSIAM and XDR.

Leveraging 246

Leveraging Debt Investors Portfolios 246

The Motley Fool

MAY 23, 2024

For newly issued loans, we undertook the high credit standards, ensuring the good quality of new assets, to be more specific, on these two fronts of asset quality measures. For existing assets, we strengthened efforts to collect tail-end assets in the first quarter.

Assets 130

Assets Financial Institutions Leveraging Liabilities 130

The Motley Fool

AUGUST 28, 2024

In terms of risk management, we managed to strike a fine balance between business growth and asset quality, continuously resolved and cleared existing assets, and strengthened profitability. The early risk indicators, FPD7, for new customer assets, decreased by 23% compared to Q1. compared to the beginning of the quarter.

Assets 130

Assets Financial Institutions Funds Shareholders 130

The Motley Fool

APRIL 9, 2024

Management expects the bottom line to skyrocket in the years ahead, as the business starts to scale up and leverage its operating costs. Because banks typically have to report their assets and liabilities on the balance sheet at market value, looking at book value can give us a decent estimate of what SoFi should be worth.

Banks 130

Banks Financial Institutions Liabilities Shareholders 130

Private Equity Wire

SEPTEMBER 2, 2024

Graham has particular experience advising sophisticated financial sponsors in complex international or cross-border transactions. He works with clients investing in a broad range of sectors, including financial services and fintech, real estate, energy, manufacturing and industrials, infrastructure, transportation, healthcare and retail.

Leveraged Buyouts 75

Leveraged Buyouts Private Equity Firms Private Equity Firms Financial Institutions 75

The Motley Fool

AUGUST 30, 2023

[Foreign language] In the second quarter, we adhered to the two main focuses of risk and data, pushed forward more refined operations, iteratively upgraded user risk identification system, and improved the quality of new assets. Continued refinement of operations also brought us a steadily improvement in asset quality.

Financial Institutions 130

Financial Institutions Financing Finance Assets 130

Private Equity Insights

OCTOBER 5, 2023

The oversubscribed fund received strong support from both new and existing investors comprising a broad range of leading global institutions, including public and private pension plans, asset managers, financial institutions, insurance companies, fund-of-funds, endowments and foundations, family offices and high net worth individuals.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

The Motley Fool

FEBRUARY 6, 2024

Over the past year, we've seen Bitcoin mature further as an institutional-grade asset class with broader regulatory recognition and institutional adoption. As an operating company, we can make use of intelligent leverage. In 2024 so far, we've acquired an additional 850 bitcoins for a total purchase cost of $37 million.

Leveraging 130

Leveraging Debt Assets Shareholders 130

A VC: Musings of a VC in NYC

NOVEMBER 15, 2022

This perception is only reinforced by the companies and individuals who started web3 companies and projects with the exclusive intent of making a lot of money very quickly through leveraged trading and speculation, pumping and dumping, and, sometimes, outright fraud. Software development will be more open-source and composable.

Financial Institutions 108

Financial Institutions Assets Banks Leveraging 108

The Motley Fool

JANUARY 1, 2024

He specifically said that these up-and-coming financial institutions don't need to abide by many of the same regulatory requirements as traditional banks. CEO Anthony Noto has even set a goal of becoming a top-10 financial institution in the United States. bank in consolidated assets as of Sept.

Financial Institutions 100

Financial Institutions Banks Amortization Depreciation 100

The Big Picture

NOVEMBER 26, 2024

Full transcript below. ~~~ About this week’s guest: Matt Hougan, Chief Investment Officer at Bitwise Asset Management discusses the best ways to responsibly manage crypto assets. His firm runs over $10 billion in client crypto assets. There certainly has been a push by well-known financial institutions into the space.

Investing 59

Investing Assets Asset Management Financial Institutions 59

Private Equity Wire

OCTOBER 22, 2024

They work closely with clients, leveraging in-house legal expertise to develop proprietary insurance contracts that address industry-specific risks. The platform represents a significant step forward in leveraging technology to make insurance more accessible and tailored to the needs of Fund Directors and Officers.

Mergers and Acquisitions 92

Mergers and Acquisitions Financial Institutions Liabilities Venture Capital 92

The Motley Fool

JULY 27, 2023

First, we're expanding in payments by continuing to win deals with a diverse set of customers, powering growth and acceptance, capturing a prioritized set of new payment flows, and exploring new ways to ensure payment choice by leveraging multiple alternatives, including card rails, ACH, blockchain, and open banking.

Banks 189

Banks Leveraging Taxes Accounting 189

The Motley Fool

MARCH 26, 2024

nIQ demonstrated our initial success in utilizing an unmatched data assets to provide intelligence and actionable insights at the point of production across our single platform. Banking Advisor leverages generative AI to further automate banking-specific tasks. Our existing customer base continues to be nCino's most strategic assets.

Financial Institutions 130

Financial Institutions Banks Professional Services Leveraging 130

The Motley Fool

MARCH 20, 2024

We further enhanced our operating profit growth from gross profit growth through operating leverage. Our search revenue grew multiple times year on year in 2023 as we ramped up monetization on these under-monetized assets. First, we streamlined operations and prudently reduced aggressive marketing expenditures.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

MARCH 20, 2024

This will effectively bolster the inflow of high-quality customers and improve the overall asset quality. Leveraging enterprise WeChat will further improve customer service efficiency and satisfaction, accumulating 1.9 Inaudible], we are confident in bringing down the risk level of our assets going forward. million followers.

Assets 130

Assets Financing Finance Leveraging 130

The Motley Fool

AUGUST 1, 2024

And by leveraging generative AI, we can deliver great client experiences at scale by handling more interactions and keeping more clients engaged with better automation. Recent data shows that clients using chat have conversion rates three times higher compared to those who didn't leverage chat.

Companies 130

Companies Leveraging Assets Capital 130

The Motley Fool

APRIL 6, 2024

But Chapter 1, and frankly more than Chapter 1 of all of that training treated the issue of cash flows to investors as central to who the ownership of an asset. But on the whole, the US stock market, along with most other markets and most other assets, it's characterized by the income stream that you get from them.

Investing 214

Investing Financing Finance Stock Market 214

The Motley Fool

AUGUST 6, 2024

These actions will significantly reduce leverage, moderate the variability of hardware-related revenue beginning in 2025, align our current operating cost to the new structure, and position NCR Voyix for accelerated top-line growth and margin expansion. times net leverage, $2.6 This will reduce the net interest expense of the company.

Banks 130

Banks Leveraging Debt Shareholders 130

The Motley Fool

NOVEMBER 29, 2023

These ones are the result of having our products available on a single integrated platform, and we are excited to deliver an enhanced omnichannel experience for consumer lending in the spring, further leveraging the technology we acquired in the SimpleNexus transaction.

Banks 130

Banks Leveraging Financial Institutions Professional Services 130

The Motley Fool

MAY 9, 2024

In addition to expanding our existing relationships, we also signed five new financial institutions this quarter, further expanding our industry-leading client roster. For example, we signed a contract with Apple Bank, the largest state chartered savings bank in New York with over 80 branches and 17 billion of assets under management.

Leveraging 130

Leveraging Banks Capital Conglomerates 130

The Motley Fool

AUGUST 1, 2024

We continue to see firsthand the power of Project Matterhorn from our commercial teams who are successfully leveraging our full suite of products and solutions to help position Iron Mountain has an ideal partner to our customers. The first example to highlight is a major contract signed with a large financial institution.

Assets 130

Assets Banks Leveraging Depreciation 130

Private Equity Wire

AUGUST 22, 2023

A graduate of the firm's partner development programme, Touhy has particular experience acting for private equity firms in corporate debt and leveraged finance transactions.

Banks 52

Banks Finance Financing Private Equity Firms 52

The Motley Fool

MAY 14, 2024

We've had continued success with a multichannel focus, leveraging strong land-based franchises in the digital arena. We are in a solid financial position with net debt leverage of 2.9 We see the strong support through the extension of bank financing commitments to seven more high-caliber financial institutions.

Mergers and Acquisitions 130

Mergers and Acquisitions Bidding Taxes Financial Institutions 130

The Motley Fool

JANUARY 19, 2024

Asset yields benefited from the maturity and replacement of lower-yielding fixed-rate loans and securities. The benefits of fixed-rate asset turnover will persist, overcoming the headwinds and driving net interest income growth in the second half of the year. We feel good about that asset class because we're good at it.

Banks 130

Banks Leveraging Capital Portfolios 130