The Motley Fool

JANUARY 20, 2024

But once you have done your due diligence and made sure that there will be enough money with your reduced Social Security check, you should make the choice that's based on the lifestyle you want to live. But life isn't about math, or even about ending up with the biggest bank account.

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The Motley Fool

SEPTEMBER 15, 2024

For example, at least eight different countries are now experimenting with XRP's blockchain technology to create central bank digital currencies (CBDCs), and that number could increase to 30. That could be why you haven't heard much about Ripple or XRP recently -- all the action has been happening overseas.

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Accredited Investors Due Diligence Legal Prospects 246

Diamond Consultants

SEPTEMBER 20, 2022

When the thought of making a move “gets real,” there’s another level of due diligence that advisors should embark upon. Most advisors consider the process of due diligence to be a disruptive and cumbersome ritual of “meet and greet.” So, what’s “strategic due diligence”? So, what are you to do?

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The Motley Fool

JULY 2, 2023

These types of loans are typically short-term (one to two years) and come with higher interest rates than a traditional bank loan (typically above 10%). This is especially beneficial for those who might not qualify for a traditional bank loan due to strict credit requirements or time restrictions.

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Portfolios Due Diligence Finance Financing 246

The Motley Fool

NOVEMBER 8, 2024

But we've also had a number of transactions or investments that we were actively executing on in due diligence and legal documentation that just, for one reason or another, slipped away. When you get into due diligence, you're expecting certain banks. Again, that's not something we can control.

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Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

The Motley Fool

DECEMBER 14, 2024

But every investor should do their due diligence and make sure they fully understand each stock and its investing thesis before buying. Nu Holdings Nu Holdings (NYSE: NU) is a Brazil-based digital bank that's disrupting traditional banking in Latin America and growing like a weed. by sales, it has so much more potential.

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Due Diligence Banks Debt Financial Services 237

The Motley Fool

JANUARY 5, 2024

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

MAY 26, 2024

But the list goes on and includes the likes of Morgan Stanley (the sixth-largest bank in the U.S.), The influx of institutions into the Bitcoin market will likely be gradual, as they typically engage in extensive due diligence before making allocations. billion tied to Bitcoin ETFs, around 3% of its total portfolio.

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Hedge Funds Due Diligence Exchange-Traded Funds Pension Funds 246

The Motley Fool

OCTOBER 13, 2024

You'll need to do some due diligence before making any investment, but once you buy shares of a high-quality REIT, you can sit back and watch the passive dividend income flow into your account. A much easier and lower-cost alternative Whereas rental properties aren't exactly passive investments, REITs are as passive as they get.

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Due Diligence Investing Taxes Banks 246

The Motley Fool

JULY 17, 2023

If the company decides to go public it will typically hire a big bank like Goldman Sachs or Morgan Stanley to underwrite the deal.

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Securities and Exchange Commission (SEC) High Net Worth Individuals Due Diligence Initial Public Offering 246

The Motley Fool

APRIL 28, 2024

Although start-ups can be risky, Hercules has demonstrated that it employs robust due diligence processes before making an investment. Rather, many of the companies in Ares' portfolio are lower middle market businesses that go overlooked by investment banks or private equity investors.

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Leveraged Buyouts Due Diligence Buyout Venture Capital 244

Ballast Advisors

MARCH 15, 2023

However, recent events involving the collapse of Silicon Valley Bank have raised questions about the safety and security of custodial relationships. The collapse of Silicon Valley Bank has had significant repercussions for its clients, including investors who had entrusted their assets to custodial relationships managed by the bank.

Banks 75

Banks Due Diligence Financial Institutions Assets 75

Axial

NOVEMBER 16, 2023

Below are a few highlights from the presentation, assembled using Axial platform data and insights from Axial investment banking members. Failed Exits 70% of Failed Exits Are Due Diligence Related Below are three deals that were sourced via the Axial platform and subsequently fell through for various reasons.

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Due Diligence Investment Banking Investment Banks Banks 111

Private Equity Wire

MAY 8, 2024

Talisman most recently served as a Managing Director at Principal Alternative Credit, where he led and managed the sourcing, structuring and due diligence of non-sponsored private credit investments. Talisman has also worked in investment banking at GrowthCap, North Sea Partners and Lehman Brothers.

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Due Diligence Capital Investment Banking Investment Banks 97

Axial

DECEMBER 23, 2024

Ashlyn Falahee, VP of Sales & Marketing, Sun Protection of Florida Peakstone Group is a Chicago-based, 40+ person investment bank that specializes in mergers and acquisitions advisory and capital raising. Website | LinkedIn As one of the most important decisions of our lives, we knew we needed the right partners to execute this for us.

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Due Diligence Mergers and Acquisitions Bidding Private Equity Firms 52

Axial

JANUARY 10, 2025

Sell-side advisory services are provided by investment banks, M&A advisory firms, and other specialized advisors to help business owners with sales, divestitures, mergers, and other transactions aimed at maximizing value and ensuring a smooth transition to new ownership. Once executed, you’re officially in the due diligence phase.

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Due Diligence Mergers and Acquisitions Bidding Consulting 52

Private Equity Wire

JUNE 24, 2024

Stax specialises in commercial due diligence, value creation and exit planning for private equity firms, PE-backed companies, hedge funds and investment banks, across software/technology, healthcare, business services, industrial, consumer/retail and education.

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Consulting Consultants Due Diligence Private Equity Firms 95

The Motley Fool

OCTOBER 3, 2024

China's central bank lowered interest rates and announced stimulus measures ranging from lowering bank reserve requirements to dropping mortgage rates and down payment requirements to injecting capital into Chinese banks and other financial firms. However, even after these announcements, the market still appeared to have doubts.

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Exchange-Traded Funds Due Diligence Hedge Funds Banks 130

The Motley Fool

SEPTEMBER 4, 2023

But all hope isn't lost: The company's shares rallied last week on CEO Pat Gelsinger's announcement at the Deutsche Bank technology conference that it's likely to hit its third-quarter projections. And I think it's going to be tough for anyone to incentivize developers to move away from one ecosystem to another."

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Due Diligence Banks Companies Investing 246

Private Equity Insights

NOVEMBER 28, 2023

Allianz Global Investors and Dutch development bank FMO have agreed one of the largest “blended finance” funds on record, raising $1.1bn to invest in loans that help emerging and frontier countries meet sustainable development targets. The needs are vast – one estimate last year said the cost of meeting the U.N.’s

Finance 130

Finance Financing Due Diligence Funds 130

The Motley Fool

MAY 8, 2024

According to the Federal Reserve Bank of St. Consider online-only lenders, big national banks, and even small local financial institutions, because any one of these could have the right mortgage deal for you. Louis, the median price of a home sold during Q2 2020 was $322,600 -- that figure had become $417,700 by Q4 2023.

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Due Diligence Financial Institutions Banks Finance 130

The Motley Fool

JUNE 19, 2024

Changing finance in an underpenetrated region Nu is a digital bank based in Brazil and also serving Mexico and Colombia. of bank accounts. Even though it's been operating in Mexico for several years, it only recently received a bank charter. However, your best bet is buying growth stocks that don't come with a lot of risk.

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Due Diligence Financial Institutions Banks Public Companies 130

The Motley Fool

JULY 24, 2023

Motley Fool host Deidre Woollard speaks with Steve Wyett, the Chief Investment Strategist at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else. We had big banks report this week officially kicking off earning season. Jason Moser: Hello.

Banks 246

Banks Financial Institutions Portfolios Due Diligence 246

Private Equity Insights

DECEMBER 11, 2023

Arkhouse and Brigade believe Macy’s is undervalued in the public markets and have indicated a willingness to raise the offer subject to due diligence, the WSJ report said, adding that an investment bank has provided a letter supporting the group’s ability to raise the necessary financing to get through the deal.

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Bidding Due Diligence Stakes Asset Management 130

Private Equity Insights

JULY 7, 2023

US-based Warburg has signed an exclusivity agreement with Appasamy, and the due diligence has started, they said. Investment bank Edelweiss Finance is managing the sale process, the sources said.

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Private Equity Firms Private Equity Firms Due Diligence Stakes 130

The Big Picture

MARCH 20, 2023

Silicon Valley Bank depositors made whole; Credit Suisse counter-parties saved; First Republic bondholders protected — are these bailouts or something else? All of the huge brokers and many of the largest banks enjoyed those privatized gains and socialized losses. Were these people “bailed out?” that truly understands this.

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Due Diligence Banks Leveraging Capital 130

This is going to be BIG.

MAY 11, 2015

Softball is also networking, though, because we have some entrepreneurs, another investor, and a left-handed female infielder who works at a venture bank and turns a double play as well as anyone in the league. E-mail is networking, deal work, due diligence. It's ever present and always on.

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Due Diligence Startups Venture Capital Banks 167

The Motley Fool

JULY 21, 2023

A recent report from the Federal Reserve Bank of Chicago analyzed the bankruptcy filings of FTX, Celsius, Voyager Digital, and Genesis. The trouble is that in the scenario of a bank run, when large investors start to withdraw their assets, it's like pouring oil on a fire. Can large investors really tank a crypto platform?

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Investors Due Diligence Financial Institutions Assets 130

The Motley Fool

JANUARY 31, 2024

It's certainly time to consider buying some, as long as you do your due diligence and understand the risks and opportunities. Pagaya has relationships with many top brands you know and use, including Visa for its credit card risk management, as well as banks like Ally Financial and SoFi Technologies. banks are in its pipeline.

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Due Diligence Bidding Financial Institutions Amortization 130

Private Equity Insights

DECEMBER 6, 2023

In the next two weeks, Fortissimo, managed by Yuval Cohen, will receive exclusivity for the acquisition of control of Cellcom, headed by CEO Daniel Sapir, and will perform a targeted due diligence. At the end of these two weeks, the deal should be finalized.

Capital 130

Capital Due Diligence Private Equity Firms Private Equity Firms 130

The Motley Fool

SEPTEMBER 25, 2024

Those stimulus measures included lower reserve requirements for banks and efforts to stimulate the housing market, including lower mortgage rates and down payments. The PBOC reduced the rate of medium-term loans to banks and lowered the interest rate on a one-year lending facility by 30 bps to 2%.

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Due Diligence Mutual Funds Exchange-Traded Funds Banks 100

The Motley Fool

DECEMBER 12, 2023

A strong operation with one noticeable blemish SoFi offers its users many of the same services you'd find at other banks. When doing due diligence on a company, one of the most helpful things investors can do is listen to earnings calls. Price-to-book value is typically a good valuation metric to use when assessing banks.

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Due Diligence Financial Institutions Banks Financial Services 130

The Motley Fool

OCTOBER 23, 2024

Penny stocks, leveraged investments, and early 401(k) withdrawals formed the unholy trifecta, back when I barely knew a bank teller from a brokerage account. In short, I'd let familial ties replace due diligence. You're already three steps ahead of me, considering you're reading before leaping. Why did the stock tank?

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Due Diligence Leveraging Investing Financial Services 130

The Motley Fool

JULY 8, 2024

However, this Fool has done the due diligence to prepare you for what might happen. Everyone buying Nvidia stock now is banking on future growth, not what has already happened. Unfortunately, nobody can tell you the answer. Is Nvidia a stock to buy now? Here is what you need to know. How should investors approach Nvidia stock?

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Due Diligence Banks Returns Return On Investment 130

The Motley Fool

FEBRUARY 27, 2024

This can require lots of effort when it comes to performing due diligence, and there's always the risk that you could be wrong. Unlike a traditional bank that may pass on a start-up due to its risk profile, Hercules specializes in term loans and other debt structures for venture-backed companies.

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Leveraged Buyouts Due Diligence Initial Public Offering Exchange-Traded Funds 130

Axial

DECEMBER 19, 2023

When we surveyed our Investment Banking members on the topic of Exit-Preparation, only 9.6% We’re pleased to share more information on this topic from FOCUS Investment Banking, an Axial member since 2010 and an Axial sell-side partner since March of 2021. A sell-side QofE can also help expedite due diligence.

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Due Diligence Best Practices Investment Banking Investment Banks 98

Private Equity Insights

AUGUST 15, 2023

They joined the sovereign wealth fund more than a decade ago, having met earlier when they worked at Bank of America Merrill Lynch. After more than a year of effort, today its backers include the Asian Development Bank and the World Bank’s International Finance Corp. to Indonesian e-commerce platform PT Bukalapak.com. “At

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Due Diligence 130