The Motley Fool

NOVEMBER 2, 2024

The company's newest strategy is to issue convertible debt as a way to buy even more Bitcoin in the future. From software company to investment bank? The plan, quite simply, is to transform MicroStrategy from an enterprise software company into an investment bank. In October, Saylor outlined a brand-new strategy.

Investment Banking 246

Investment Banking Investment Banks Banks Assets 246

Private Equity Insights

FEBRUARY 2, 2024

Wall Street banks including JPMorgan Chase & Co. and Bank of America Corp. and Deutsche Bank AG are also among the lenders considering a role in funding what would be the largest leveraged buyout of the year so far, according to the people, who asked not to be identified discussing the transaction. KKR & Co.

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Buyout Finance Financing Leveraged Buyouts 195

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

The Motley Fool

FEBRUARY 15, 2024

Bank stocks often move as a group, although they do better or worse depending on many individual factors. Some bank stocks are reporting better performance than others and have better risk management in place to help them succeed under pressure. bank by assets. 3 spot in investment banking fees.

Banks 130

Banks Investment Banking Investment Banks Accounting 130

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. Blackstone Secured Lending Fund invests in underserved companies and sports a 11.2%

Investors 246

Investors Collateral Mergers and Acquisitions Initial Public Offering 246

Financial Times - Banking

OCTOBER 1, 2024

Co-heads of British lender’s investment banking arm seek to reduce reliance on debt underwriting

Investment Banking 64

Investment Banking Investment Banks Banks Returns 64

The Motley Fool

MAY 1, 2024

In this podcast, Motley Fool analyst Asit Sharma and host Ricky Mulvey discuss: Why Bank of America 's $1.5 Plus, Motley Fool host Alison Southwick and personal finance expert Robert Brokamp answer listener questions about tracking investments, leveraged shares, and life insurance. We've got another batch of the big bank earnings.

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Banks Leveraging Debt Assets 130

The Motley Fool

JANUARY 10, 2024

December was a huge month for major bank stocks , with Bank of America (NYSE: BAC) and Wells Fargo (NYSE: WFC) both gaining 10.4%, and PNC (NYSE: PNC) charging 15.6% The banking sector was lifted by the Federal Reserve's commentary following its Open Market Committee meeting on Dec. Image source: Getty Images.

Banks 130

Banks Initial Public Offering Shareholders Investment Banks 130

Private Equity Insights

MAY 9, 2024

In this interview, Johannes Geberth, Head of Institutional Investors at Raiffeisen Bank International AG, discusses the key role of relationship banks in supporting alternative investment funds throughout their lifecycle. What makes a successful relationship bank – especially for the alternative investment industry?

Banks 130

Banks Funds Finance Financing 130

The Motley Fool

APRIL 16, 2024

Earlier this month, analysts at Bank of America (BofA) predicted that both Brent and West Texas Intermediate (WTI) crude oil prices could hit $95 a barrel this summer. While that likely wouldn't be good for your wallet due to higher prices at the pump, it could be good for your investment portfolio. The company will have about $28.5

Banks 130

Banks Debt Stakes Prospects 130

The Motley Fool

JULY 11, 2023

On the other hand, though, investment bank Citigroup cut its own price target on the stock -- from $13 down to just $9 a share. On top of that, Newell is carrying a net debt load of $6.1 times trailing sales, Newell still needs to earn some profits on those sales before I'd be willing to invest in it.

Debt 245

Debt Investment Banks Investment Banking Banks 245

The Motley Fool

JANUARY 5, 2024

The company specializes in an instrument called venture debt -- or loans made at high interest rates. For this reason, once the start-up reaches a maturity point generating consistent cash flow, it may seek out alternative financing options like debt. Hercules Capital: 11.5% Horizon Technology Finance: 9.9%

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

The Motley Fool

MARCH 19, 2024

Today, though, a different investment bank -- Wells Fargo -- pointed out how crazy that momentum rally looked. This means the company probably only has enough money to remain in business for another nine months before it must take on more debt or sell more stock to keep going. Should you invest $1,000 in NuScale Power right now?

Investment Banks 246

Investment Banks Investment Banking Debt Banks 246

The Motley Fool

JULY 24, 2023

How debt restructuring sent shares of Carvana up 30%. We know that all of the banks tend to kick off earning season, and so we've been able to process both recent results from Goldman that came out this morning and also some of the results from some of the other banking institutions out there. We're going to start with Goldman.

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Debt Banks Financial Institutions Investment Banks 130

The Motley Fool

OCTOBER 13, 2024

Plus, Boeing has nearly $58 billion in debt on its balance sheet, and interest and principal on those debts must be paid whether or not Boeing's building airplanes as the strike stretches on. Granted, that wouldn't be great for Boeing's credit rating, adding more debt on top of a near-$60 billion debt load already.

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Debt Investment Banks Investment Banking Banks 246

The Motley Fool

JULY 23, 2023

Image source: Getty Images Banks generally decide how much risk they want to take and what types of risks they're exposed to. The Federal Reserve wants to help mitigate some of this risk by having large banks shift toward a standardized way of evaluating credit, trading, and operational risks based on international standards.

Banks 130

Banks Accounting Investment Banks Investment Banking 130

The Motley Fool

JANUARY 22, 2024

Why banks are socking away money for credit losses. The potential advantage for regional banks. Deidre Woollard: Well, I always like to tap you if we're going to talk about banking and financials because you're one of the people who studies that. We're going to talk about some regional bank earnings. I'm happy to be here.

Banks 130

Banks Liabilities Debt Capital 130

The Motley Fool

JULY 26, 2024

In this podcast, Motley Fool contributor Matt Frankel and host Ricky Mulvey discuss: Bank of America 's comeback story. To get started investing, check out our quick-start guide to investing in stocks. Should you invest $1,000 in Bank of America right now? That's the menu of what's going on with Bank of America.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

Private Equity Wire

MAY 22, 2024

Private credit lenders and banks are vying to offer debt financing for a potential acquisition of US education software provider PowerSchool Holdings, according to a report by Bloomberg citing people with knowledge of the matter. The financing could include a $2.4bn funded term loan, a $500m delayed-draw term loan and a $300m revolver.

Buyout 92

Buyout Banks Leveraged Buyouts Private Equity Firms 92

The Motley Fool

DECEMBER 18, 2023

Wall Street analysts who follow a real estate investment trust and one of the world's largest pharmaceutical companies think they aren't getting as much attention as they deserve. With interest rates likely to fall significantly in 2024, though, servicing its debt load could get much easier. this year.

Investment Banking 245

Investment Banking Investment Banks Banks Debt 245

The Motley Fool

OCTOBER 7, 2024

billion of that company's debt. The investment bank believes the company will see improved revenue in the future and could potentially start buying back its shares, given the improvement in its leverage ratio. However, it will receive the cash payments in stages through 2029. It's paying just $1 for Dish, plus assuming $9.8

Leveraging 246

Leveraging Stakes Investment Banks Investment Banking 246

The Motley Fool

SEPTEMBER 5, 2023

The Federal Reserve's interest rate hiking spree over the past couple of years has been a double-edged sword for banks. But they also work against economic growth, crimping banks' other profit centers. So how has Bank of America (NYSE: BAC) fared in the middle of this tug-of-war? Data source: Bank of America.

Banks 130

Banks Investment Banks Investment Banking Debt 130

The Motley Fool

DECEMBER 4, 2023

And the answer is investment bank HSBC. Meanwhile, between now and then, QuantumScape is expected to need roughly $9 billion in cash to remain solvent -- of which it currently has just $1 billion, net of debt. ET, the stock was up about 1.6%. The better question is who is to blame. That's the good news.

Investment Banks 246

Investment Banks Investment Banking Debt Banks 246

The Motley Fool

OCTOBER 15, 2024

Bank of America (NYSE: BAC) Q3 2024 Earnings Call Oct 15, 2024 , 8:30 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, everyone, and welcome to Bank of America's earnings announcement. Should you invest $1,000 in Bank of America right now?

Banks 130

Banks Leveraging Assets Capital 130

Private Equity Wire

JANUARY 24, 2024

Private equity firm CVC Capital Partners has shunned the private credit markets in favour of loans from investment banks to finance two of its latest buyouts – restaurant group La Piadineria and vitamin manufacturer Sunday Natural – according to a report by Bloomberg.

Buyout 90

Buyout Banks Private Equity Firms Private Equity Firms 90

The Motley Fool

JANUARY 12, 2024

Bank of America (NYSE: BAC) Q4 2023 Earnings Call Jan 12, 2024 , 11:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, everyone, and welcome to Bank of America's earnings announcement. Should you invest $1,000 in Bank of America right now? Good morning.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

SEPTEMBER 1, 2023

This information is valuable to almost any company, but especially for investment banks and money managers that need to be well informed when making decisions. This helps consumers and businesses know the perceived risk of investing in the debt of particular companies.

Financial Institutions 246

Financial Institutions Banks Public Companies Private Companies 246

Private Equity Insights

FEBRUARY 23, 2024

A roughly $5 billion debt deal for the buyout of health-care tech company Cotiviti Inc. KKR and Veritas relied on their own capital markets teams to do much of the work that’s typically carried out by banks for debt offerings of this size. JPMorgan and Goldman officially launched the debt sale later on Feb.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Debt 130

Financial Times M&A

JULY 29, 2022

Wall Street lenders stomach losses on private equity deal financing offered before market swoon

Investment Banks 71

Investment Banks Investment Banking Buyout Banks 71

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. Revenue of roughly $1.68

Mergers and Acquisitions 130

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

The Motley Fool

AUGUST 15, 2024

government debt levels are reaching unsustainable levels, and investing in Bitcoin is one way to insulate your portfolio from a worst-case economic scenario. In 2022, Wall Street investment bank Goldman Sachs suggested that Bitcoin might eventually control as much as half of the store-of-value market. As he sees it, U.S.

Hedge Funds 245

Hedge Funds Assets Legal Investment Banks 245

The Motley Fool

APRIL 16, 2024

Several banks in the U.S. kicked off the first-quarter earnings season, with investors paying particular attention to the largest bank in the U.S., The bank beat analysts' top- and bottom-line estimates on several metrics. The bank's NII fell quarter over quarter due to margin compression and lower deposit balances.

Investors 130

Investors Initial Public Offering Banks 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 81

Leveraged Buyouts Leveraging Buyout Banks 81

Private Equity Wire

FEBRUARY 2, 2024

Global law firm White & Case is expanding its global debt finance practice and has appointed Lauren Winter, who has joined from Shearman & Sterling where she was Counsel, as a Partner in London. White & Case has dedicated bank lending, private credit & direct lending and borrower finance teams.

Debt 71

Debt Financing Finance Leveraged Buyouts 71

The Motley Fool

JUNE 11, 2024

Those who buy top-notch companies and stick with those investments for the long haul have an excellent opportunity to build generational wealth. The financial industry may make you think of banks, but it extends far beyond that to companies with broad customer bases offering a range of products and services that help the economy run smoothly.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Investment Banking Investment Banks 130

Private Equity Insights

MARCH 15, 2024

The private equity firm is speaking with investment banks about its options for Regnology and could launch an auction as early as the second half of this year, three of the people said, speaking on condition of anonymity. Seeks $655 m of Private Debt for USA DeBusk Deal H.I.G. billion Swiss-franc ($2.6. read more H.I.G.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Buyout 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