Private Equity Insights

JUNE 13, 2023

Its owner of nearly a decade, American asset management firm Goldentree is said to be in talks with investment banks to explore a potential sale of the chain, with sources telling The Sunday Times that it is gunning for a £1.2bn offer for the 595 hotels.

Investment Banks 130

Investment Banks Investment Banking Banks Private Equity Firms 130

Axial

JANUARY 30, 2024

Axial is excited to release our 2023 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the 2023 deal-making activities of 807 investment banks and advisory firms that met the qualifications to be considered for league tables.

Investment Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

The Motley Fool

NOVEMBER 2, 2024

From software company to investment bank? The plan, quite simply, is to transform MicroStrategy from an enterprise software company into an investment bank. As Saylor notes: "The endgame is to be the leading Bitcoin bank, or merchant bank, or you could call it a Bitcoin finance company."

Investment Banks 246

Investment Banks Investment Banking Banks Assets 246

The Motley Fool

SEPTEMBER 18, 2023

Blackstone (NYSE: BX) recently reached a huge milestone when it surpassed over $1 trillion in assets under management ( AUM ) in the second quarter. It became the first global alternative asset manager to hit that level and will add another notch to its belt when it joins the S&P 500 index later this month.

Investment Banking 130

Investment Banking Investment Banks Banks Hedge Funds 130

Private Equity Wire

JANUARY 14, 2025

The California-based company is collaborating with investment banks Goldman Sachs and Jefferies to explore its alternatives, including the possibility of an initial public offering, the unnamed sources have said, cautioning that these discussions are in the early stages, and no deal is guaranteed.

Exit Strategy 96

Exit Strategy Initial Public Offering Amortization Depreciation 96

The Motley Fool

JULY 18, 2024

banks, and for the most part, the numbers looked strong. Earnings and revenue grew by 25% and 20%, respectively, year over year, and investment-banking revenue jumped by more than 50%. Revenue grew by 20% year over year led by investment banking fees and 21% growth in equities trading revenue.

Investors 245

Investors Banks Investment Banks Investment Banking 245

Private Equity Wire

OCTOBER 24, 2024

MSCI, a provider of critical decision support tools and services for the global investment community, has appointed Luke Flemmer as Head of Private Assets, effective 22 October, reporting to Chief Product Officer Alvise Munari.

Assets 94

Assets Asset Management Investment Banks Investment Banking 94

Private Equity Wire

MAY 24, 2024

New York-based banking giant JPMorgan Chase & Co is actively seeking to acquire a private credit firm to strengthen its private capital operations within its $3.6tn asset management division, according to a report by Bloomberg.

Asset Management 98

Asset Management High Net Worth Individuals Assets Pension Funds 98

The Motley Fool

JUNE 10, 2024

Person Company Role Share Count Daniel Pinto President & chief operating officer 595,732 Mary Callahan Erdoes Asset & wealth management CEO 570,003 Marianne Lake CEO, consumer & community banking 209,296 Mellody Hobson Director 129,574 Stephen B. Burke Lead independent director 107,334 Data source: JPMorgan Chase.

Banks 246

Banks Investment Banks Investment Banking Assets 246

The Motley Fool

DECEMBER 4, 2024

The following table shows the P/E ratios of top payment processors and investment banks -- which are all top 10 holdings in the Vanguard Financials ETF. Here's a look at the P/B ratios of top diversified banks and Warren Buffett-led Berkshire Hathaway. Bank of America 1.3 American Express 22.4 Goldman Sachs 17.9

Mergers and Acquisitions 245

Mergers and Acquisitions Banks Mutual Funds Investment Banks 245

Private Equity Wire

NOVEMBER 27, 2024

Cornerstone investors for LeapFrog’s latest fund include top-tier institutional limited partners such as Temasek, AIA, Prudential Financial, and development financial institutions, including the European Investment Bank and the US International Development Finance Corporation.

Funds 98

Funds Education Financial Institutions Asset Management 98

The Motley Fool

AUGUST 15, 2024

Bitcoin as a top-performing asset Who wouldn't want to buy a digital asset that could soar in value by 20,000% during the next decade or two? Bitcoin as a hedge against risk And investors are looking beyond Bitcoin's value as a speculative asset. But the opportunity for huge returns is not their only incentive. Fair enough.

Hedge Funds 245

Hedge Funds Legal Assets Investment Banking 245

Private Equity Wire

NOVEMBER 4, 2024

Prior to joining Campbell Lutyens, Chirag spent 13 years as an institutional investor leading fund investments and co-investments at top investments, including the Alaska Permanent Fund Corporation, DB Private Equity, and GE Asset Management.

Mergers and Acquisitions 96

Mergers and Acquisitions Asset Management Finance Financing 96

The Motley Fool

DECEMBER 15, 2023

BDCs typically compete with banks and even venture capital or private equity funds depending on the deal structure. By taking a different approach, Ares is not only carving out a niche in the world of BDCs, but it has found a way to tap into the types of activities usually handled by traditional investment banks.

Mergers and Acquisitions 246

Mergers and Acquisitions Exchange-Traded Funds Banks Financial Institutions 246

AltAssets

JUNE 4, 2024

Italian investment bank Equita's asset management arm has hit a €100m first close for a new fund targeting energy transition dealmaking and the fight against climate change. The post Equita attracts EIF, CDP Real Asset as anchors to reach €100m green investment fund first close first appeared on AltAssets Private Equity News.

Assets 95

Assets Funds Asset Management Investment Banks 95

The Motley Fool

FEBRUARY 13, 2024

Building a leading asset manager Rithm Capital has been evolving over the past few years. Nierenberg said: We did a couple of very strategic transactions, which put us in a position to, one, maintain earnings and, two, grow our alternative asset business. Here's a look at the steps it's taking to increase its value.

Asset Management 241

Asset Management Shareholders Assets Banks 241

The Motley Fool

APRIL 19, 2024

JPMorgan Chase: The numbers To give you an idea of the vast difference in scale between these two bank stocks , here's a side-by-side comparison of some of the key numbers. Metric SoFi JPMorgan Chase Total assets $30.0 million 86 million Banking branches 0 4,700 2023 revenue growth 35% 23% 2023 net income -$301 million $37.7

Banks 246

Banks Financial Institutions Assets Investment Banks 246

The Motley Fool

DECEMBER 13, 2023

If you're considering buying Bank of America stock today, here are four things you'll want to consider. bank and offers a variety of financial services With over $2.5 trillion in assets, BofA is the second-largest bank in the U.S., Its traditional banking business benefits during times of rising interest rates.

Banks 223

Banks Investment Banks Investment Banking Assets 223

The Motley Fool

MAY 25, 2024

Risk assets usually perform better when interest rates are low. Cathie Wood, CEO and CIO at Ark Invest, believes spot Bitcoin ETFs will eventually capture about 5% of institutional assets under management, pushing the price of a single Bitcoin to $3.8 Is Bitcoin a good investment? However, U.S.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Exchange-Traded Funds Banks 246

The Motley Fool

OCTOBER 24, 2024

The investment bank predicts that the S&P will only produce an average annual return of 3% over the next decade. Continuing its dire predictions, the investment bank said there was a 72% chance the S&P 500 underperforms Treasury bonds and a 33% chance it won't keep up with inflation. Image source: Getty Images.

Investing 245

Investing Exchange-Traded Funds Investment Banks Investment Banking 245

Private Equity Professional

JANUARY 8, 2025

The sector has become extremely attractive for investors, with LPs and asset managers pouring money into private credit. Banks have also taken the plunge to offer product and garner revenue lost within their traditional lending and leveraged finance practices (most notably broadly syndicated loans or BSL).

Mergers and Acquisitions 100

Mergers and Acquisitions Finance Financing Banks 100

The Motley Fool

MARCH 26, 2025

Buffett loves stocks that are part of the American story, and as the second-largest bank in the U.S. by assets, Bank of America has a large role in the economy. In 2024, Bank of America added 1.1 It added 4 million credit cards, and consumer investment assets increased 22%. of the total equity position.

Banks 242

Banks Finance Financing Accounting 242

The Motley Fool

MARCH 29, 2024

Bitcoin is a unique asset Bitcoin is often discussed as a replacement for traditional money. Remittance asset: Bitcoin could represent between 5% and 25% of all non-commercial money transfers. Nation state treasury: Government treasury departments around the world could hold between 0% and 5% of their assets in Bitcoin.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Exchange-Traded Funds Financial Institutions 246

The Motley Fool

JULY 21, 2024

Bernstein and Ark Invest believe that demand will come from spot Bitcoin ETFs , a brand new asset class approved by the SEC earlier this year. Several major investment banks, including JPMorgan Chase , Morgan Stanley , and Wells Fargo , have also bought into spot Bitcoin ETFs.

Hedge Funds 246

Hedge Funds Funds Stakes Assets 246

The Motley Fool

AUGUST 25, 2024

It focuses on investing in and acquiring companies. Riley also operates subsidiaries that provide asset management, brokerage, direct lending, investment banking, wealth management, and other services. The company's announcement of a $411 million decrease in net asset value (NAV) on Feb. Riley's yield so high?

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Asset Management Investment Banks 246

The Motley Fool

NOVEMBER 13, 2024

Although it has a heavy focus on retail (about 73% of rents), it also has exposure to industrial assets (17%) and some unique properties that fall into the "other" category (10%), like vineyards and casinos. For example, it's the second largest bank in Canada and a top-10 bank in North America. Why is the yield so high?

Banks 244

Banks Assets Investment Banking Investment Banks 244

The Motley Fool

OCTOBER 20, 2024

Executive Chairman Michael Saylor is among Bitcoin's most dedicated supporters and wants to eventually leverage MicroStrategy's assets to create a Bitcoin investment bank. This isn't a stock you value using traditional financials since most of its value is pegged to a digital asset.

Consulting 241

Consulting Consultants Leveraging Investment Banks 241

The Motley Fool

JANUARY 30, 2024

They present an opportunity for more investors to gain access to the crypto asset class. Under the in-kind model, the authorized participants buy each of the individual assets held by the ETF in the exact weighting held by the fund and deliver them to the ETF issuer. billion in assets within two weeks of launching the fund.

Securities and Exchange Commission (SEC) 233

Securities and Exchange Commission (SEC) Exchange-Traded Funds Banks Assets 233

The Motley Fool

OCTOBER 11, 2024

Plenty of billionaires are building positions in this promising digital asset these days, hoping to capture the crypto's long-term wealth creation at an early stage. When investment banks and financial advisors start taking the Bitcoin plunge, the whole industry should "fall in line pretty quick" with price-boosting results, Wood said.

Exchange-Traded Funds 244

Exchange-Traded Funds Education Banks Assets 244

The Motley Fool

AUGUST 21, 2023

Stock investing can be a similar gamble for those who trade aggressively, but the markets themselves and some of the bigger investment banks are highly regulated. The SEC plans to meet Wednesday to vote on standards for shadow banks that were first proposed in February 2022. Private funds, not so much.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Funds Stock Exchanges 246

The Motley Fool

JULY 12, 2024

It's worth noting, however, that the existing Pershing Square Holdings (OTC: PSHZ.F) , which has $15 billion in assets under management, is already listed on several foreign exchanges and is available as an over-the-counter stock.

Hedge Funds 242

Hedge Funds Fee Structure Accredited Investors Management Fees 242

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 Banks 130

Investment Banks Investment Banking Banks Asset Management 130

The Motley Fool

SEPTEMBER 30, 2024

Those tools help customers integrate data, develop and manage machine learning models, and incorporate those assets into analytical applications that improve decision-making. I think those investment banks would wholeheartedly disagree on the basis of valuation.

Consulting 246

Consulting Consultants Investment Banks Investment Banking 246

The Motley Fool

NOVEMBER 28, 2023

Though the odds are definitely against short-sellers and bearish investors making boatloads of money on Wall Street, a few high-profile success stories stand out -- perhaps none more so than that of Michael Burry, the Chief Investment Officer of Scion Asset Management. economic growth.

Investors 231

Investors Asset Management Assets Banks 231

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

Its new growth programs are also asset-light, like the traditional parts of the business, leading to incredible and unmatched profit margins. It's a Visa-like, asset-light business that lends itself to long-term growth and shareholder value creation. Bank of America is the second-largest U.S. Net profit margin was 54% in Q4.

Initial Public Offering 246

Initial Public Offering Banks Assets Leveraging 246

The Motley Fool

OCTOBER 18, 2024

While NII typically can be pressured as the Fed lowers rates , given that we've had an inverted yield curve (where two-year Treasury yields have been higher than 10-year Treasury yields) for quite some time, the normalization of the yield curve should help most big banks moving forward. times multiples, while JPMorgan trades at over 2.4

Banks 130

Banks Portfolios Investment Banks Investment Banking 130