The Motley Fool

JANUARY 5, 2024

Moreover, one prediction I made for 2024 is that mergers and acquisitions will see a rebound this year. 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.

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

The Motley Fool

FEBRUARY 19, 2024

These services include cash and securities lending, risk management consulting, custody of assets (holding securities), and making introductions between clients and investors. The minimum amount a client must have to use a prime broker is $500,000, though it's not uncommon for clients to have $50 million in assets.

Hedge Funds 239

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

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. In the report, the short-seller states that B.

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. Jefferies has also been gaining market share.

Mergers and Acquisitions 130

Mergers and Acquisitions Investors Initial Public Offering Exchange-Traded Funds 130

Axial

JANUARY 23, 2025

Axial is excited to release our 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 400+ investment banks and advisory firms that met the qualifications to be considered for league tables last year.

Investment Banking 59

Investment Banking Investment Banks Banks Mergers and Acquisitions 59

Private Equity Wire

JULY 10, 2024

Blackstone has appointed Tyler Dickson, formerly Global Head of Investment Banking and Vice Chair of Banking & International at Citi, in a newly-created role leading client relations at Blackstone Credit & Insurance (BXCI).

Mergers and Acquisitions 98

Mergers and Acquisitions Investment Banking Investment Banks Banks 98

The Motley Fool

MAY 8, 2024

Here are three banks that can make solid additions to your portfolio today. Citigroup Citigroup (NYSE: C) is one of the United States' largest banks, holding nearly $1.7 trillion in assets. Investment banking revenue at Goldman Sachs (NYSE: GS) plummeted 56% over two years ending in 2023.

Banks 130

Banks Mergers and Acquisitions Initial Public Offering Debt 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. BLK data by YCharts.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Exchange-Traded Funds Investment Banking 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

Axial

OCTOBER 24, 2024

Axial is excited to release our Q3 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 370 investment banks and advisory firms that met the qualifications to be considered for league tables last quarter.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

OCTOBER 19, 2024

But many individual stocks have performed even better, including the well-known investment bank Goldman Sachs (NYSE: GS). Founded in 1869, Goldman has long been viewed as a best-in-breed investment bank in an incredibly competitive industry. The other part of Goldman's business is asset and wealth management.

Mergers and Acquisitions 100

Mergers and Acquisitions Investment Banking Investment Banks Banks 100

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

The Motley Fool

JUNE 11, 2024

After a record 2021, led by robust demand for initial public offerings (IPOs) and a flurry of mergers and acquisitions (M&A), investment banking activity came to a screeching halt. As a result, investment banking revenue plummeted across the industry.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Investment Banking Investment Banks 130

The Motley Fool

JULY 20, 2024

The story this quarter was the momentum from the global wealth and investment management business, where revenue increased 6% from the prior-year quarter, driven by higher fees and net asset under management flows. On the other hand, the trends from the consumer banking group were more mixed.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banking 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

Axial

DECEMBER 18, 2024

M&A Industry Report: Business Services Q3 2024 | www.focusbankers.com FOCUS Investment Banking is a trusted name in M&A advisory services with a nationwide footprint and a global reach. An Axial member since 2010, FOCUS works across a broad range of industries and has marketed more than 225 deals on the Axial platform.

Business Services 52

Business Services Investment Banks Investment Banking Banks 52

The Motley Fool

JULY 19, 2023

Goldman's global banking and markets segment took the biggest hit, with revenue falling 14% from year-ago levels. Sales from investment banking activity fell 20%, while fixed-income-related activities saw revenue drop 26%. Yet despite cyclical issues, CEO David Solomon lauded Goldman's No.

Mergers and Acquisitions 130

Mergers and Acquisitions Banks Management Fees Investment Banking 130

Axial

MAY 4, 2023

Axial is excited to release its Q1 2023 Lower Middle Market Investment Banking League Tables. These league tables reveal the top 25 investment banks that were active on the Axial platform in Q1. In Q1, 740 sell-side investment banks and M&A advisors brought a total of 2,775 deals to market.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Axial

OCTOBER 26, 2023

Axial is excited to release its Q3 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q3. In Q3, 571 sell-side investment banks and M&A advisors brought a total of 2,360 deals to market.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Private Equity Wire

APRIL 5, 2024

US institutional investors are offloading their private equity holdings at slashed prices, reflecting a broader trend of reducing exposure to the illiquid asset class, with pension funds and endowments leading the charge, according to a report by the Financial Times. The trend continued with 95% in 2022 and 73% in 2021.

Pension Funds 98

Pension Funds Mergers and Acquisitions Stakes Investors 98

Private Equity Wire

JUNE 24, 2024

Real assets investment manager Pennybacker Capital Management has appointed Jamie Pacala as Managing Director, Real Estate Investments. In his new role based in New York, Pacala will lead investments across the northeast and southeast regions of the US.

Mergers and Acquisitions 74

Mergers and Acquisitions Asset Management Investment Banking Investment Banks 74

The Motley Fool

OCTOBER 13, 2024

Falling interest rates can create a headwind for banks because they tend to squeeze net interest margins, or the difference between interest earned on loans and other assets and the interest paid on deposits. Meanwhile, a strengthening economy and falling rates will also lower the risk of credit losses, helping to boost profits.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Mutual Funds Exchange-Traded Funds 130

The Motley Fool

APRIL 23, 2024

Operationally, we delivered our highest Q1 recurring sales in analytics in a decade at $14 million, our best-ever Q1 of recurring sales among hedge funds at nearly $11 million, and another quarter of double-digit subscription run rate growth of 11% among asset owners, driven by index and analytics. Turning to our other recent acquisitions.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

The Motley Fool

SEPTEMBER 19, 2024

Lower interest rates can serve as a shot of adrenaline for stocks, because lower treasury yields make riskier assets more appealing. Banks and other financial companies should benefit too, as long as there isn't a severe recession. Here's one bank stock to buy. Over time, the steep yield curve will benefit the bank.

Banks 100

Banks Mergers and Acquisitions Initial Public Offering Investment Banking 100

The Motley Fool

FEBRUARY 25, 2024

But if you're looking for reliable and consistent results, Bank of America is for you. It's the nation's second-biggest banking name, with $2.5 trillion worth of assets on its books. And yet, Bank of America is clearly something of a standout within the banking industry.

Mergers and Acquisitions 130

Mergers and Acquisitions Bidding Banks Financial Services 130

Axial

JANUARY 10, 2025

This will help you better understand the entire mergers and acquisitions process, when to engage an advisor, and the role youll play as a business owner in your exit. When to Use Sell-Side Advisory Services At Axial, weve been involved in small business mergers and acquisitions for over 14 years. Reach out today.

Due Diligence 52

Due Diligence Mergers and Acquisitions Bidding Consulting 52

Axial

JANUARY 25, 2024

Last quarter, we surveyed the Axial Investment Bank membership on the topic of exit preparation. We are grateful to all the Investment Bankers who contributed to the survey and provided useful color for this series on exit preparation. Craig Dickens Merit Investment Bank Higher interest rates.

Mergers and Acquisitions 105

Mergers and Acquisitions Investing Investment Banking Investment Banks 105

The Motley Fool

DECEMBER 12, 2023

This means there are still some terrific, albeit under-the-radar, businesses out there with share prices that undervalue their assets by a mile. Right now, Iovance Biotherapeutics (NASDAQ: IOVA) stock can be purchased for a fraction of its true value, at least according to investment bank analysts on Wall Street.

Mergers and Acquisitions 130

Mergers and Acquisitions Buyout Investment Banking Investment 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

When the Fed was raising interest rates, this created a problem because Schwab's customers were moving savings in low interest paying accounts over to investments like bonds that paid interests, money market funds, that thing. Matt Frankel: Schwab has to keep a certain amount of assets on its balance sheet. That's up 4%. You're right.

Banks 130

Banks Investment Banking Investment Banks Mergers and Acquisitions 130

Private Equity Wire

OCTOBER 18, 2024

The second half of 2024 saw a mixed environment for mergers and acquisitions (M&), with transaction volumes levelling off compared to earlier in the year, according to the US Private Equity Mid-Market Monitor: H2 2024 & Outlook report from investment bank DC Advisory.

Mergers and Acquisitions 71

Mergers and Acquisitions Private Equity Firms Private Equity Firms Leveraging 71

The Motley Fool

JUNE 23, 2023

Indeed, today's drops in Virgin Galactic Holdings (NYSE: SPCE) and Canopy Growth (NASDAQ: CGC) show how many investors in special purpose acquisition companies ( SPACs ) and marijuana stocks didn't get the huge returns they'd hoped to achieve. Securities and Exchange Commission. That works out to just $4.40

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Mergers and Acquisitions Investors Legal 100

Pension Pulse

JULY 25, 2024

In a separate statement, MMA said the scheme of arrangement between the company and its shareholders for Cyan's acquisition has been implemented and the delisting of MMA is expected to take effect on Friday. The acquisition was supported by a group of co-investors, including the Alberta Investment Management Corporation (AIMCo).

Mergers and Acquisitions 59

Mergers and Acquisitions Funds Leveraging Shareholders 59

The Motley Fool

APRIL 12, 2024

Our strong performance in both DCM and ECM drove Investment Banking revenue growth of 35% and overall banking revenue growth of 49%. In wealth, while revenues were down in the quarter, we grew fees and gathered an estimated $22 billion of net new assets over the past 12 months. Now turning to the asset side.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banking 130

Blackstone News

JULY 9, 2024

New York – July 9, 2024 – Blackstone (NYSE: BX) announced today that Tyler Dickson, formerly Global Head of Investment Banking and Vice Chair of Banking & International at Citi, will join Blackstone Credit & Insurance (“BXCI”) in a newly created role leading client relations for the group.

Mergers and Acquisitions 52

Mergers and Acquisitions Collateral Investment Banking Investment Banks 52

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

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 Banking 52