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.

Due Diligence 97

Due Diligence Capital Investment Banking Investment Banks 97

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.

Consulting 95

Consulting Consultants Due Diligence Private Equity Firms 95

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.

Bidding 130

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.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Due Diligence Stakes 130

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. Reach out today. What Are Sell-Side Advisory Services?

Due Diligence 52

Due Diligence Mergers and Acquisitions Bidding Consulting 52

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 Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

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 Banks Investment Banking 98

Private Equity Professional

SEPTEMBER 10, 2024

At the time, our primary competition on larger deals wasn’t the major data providers but the free information offered by larger investment banks. Over the past decade, increased specialization among investment banks in specific verticals has extended this capability down-market in certain niches.

Mergers and Acquisitions 100

Mergers and Acquisitions Due Diligence Private Equity Firms Private Equity Firms 100

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

The Motley Fool

OCTOBER 31, 2024

But a smaller investment minimum doesn't mean that this type of bond has lower risks. Baby bonds are issued by the same types of companies that issue traditional bonds, including utility companies, investment banks, telecom companies and other types of corporate issuers.

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Due Diligence Investing Bidding Taxes 100

Axial

FEBRUARY 15, 2024

When we surveyed Axial’s Investment Banking membership on the topic of exit preparation, we asked a wide range of questions with the hope of distilling the best tips and insights for exit-curious business owners. This is issue 4 of a 5-part series featuring the Investment Bank survey results.

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Due Diligence Education Investment Banks Investment Banking 64

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 Banks 52

The Private Equiteer

SEPTEMBER 20, 2022

Courses are not strictly necessary but very helpful for candidates who have not gone through investment banking analyst programs. But with the increasing hiring of candidates from management consulting (and other non-banking) backgrounds and the recruiting cycle arms race, some self-study is warranted for aspiring private equiteers.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 52

Axial

DECEMBER 14, 2023

Asset Quality The Move Towards Highly Structured Deals Increased Activity From Family Offices & Independent Sponsors The Tightening of Credit Markets The tightening of credit markets has created significant challenges for borrowers, particularly as bank and non-bank lenders have increased rates and shortened term lengths for loans.

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Due Diligence Investment Horizon Bidding Banks 59

Axial

DECEMBER 22, 2023

3 Investment Banking League Tables These league tables reveal the top 25 investment banks that were active on the Axial platform in the first three quarters of 2023. Enjoy these featured podcast episodes from 2023.

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Due Diligence Investment Banks Investment Banking Banks 52

Axial

DECEMBER 16, 2024

With this in mind, lets take a detailed look at the preparations to consider while planning your exit: Define Your Motivations for Selling and Set Your Goals One respondent to our Investment Banking survey, Chris Perfect from Concept and Perspective , views motivations and goal-setting as foundational to the exit planning phase.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Accounting 40

The Big Picture

JULY 26, 2022

Well, you have to have a certain track record, be around for certain length of period, be able to check all of their due diligence boxes, and that takes time and money. ” “Well, we — you know, we just missed our bank projections a second time,” and I’m going on and on. WEAVER: Yeah. RITHOLTZ: Right.

Consulting 119

Consulting Consultants Private Equity Firms Private Equity Firms 119

The Big Picture

JANUARY 9, 2024

I mean, I, I liked, I, I like learned a lot from that job and it’s like really helped me do what I do today because it really touched on a lot of elements of the bank. It was underwriting, you know, it was like doing investment banking, underwriting public offerings. I recall you wrote about that.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Big Picture

DECEMBER 5, 2023

And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. There was no m and a departments in any investment bank really until the very late seventies. And I was fortunate to be accepted to both.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Sara Grillo

MAY 8, 2023

If you see the IUL grifters on TikTok claiming an IUL policy is better than a 401k, or that is has upside potential with downside protection, a “can’t lost money asset”, or “privatized banking” you’ll know why the outrage is well deserved. The fair market value of the cap is what the carrier paid the investment bank to buy the 10% cap.

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Mutual Funds Collateral Taxes Leveraging 59

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 Banks 105

Investment Banks Investment Banking Banks Mergers and Acquisitions 105

The Big Picture

OCTOBER 31, 2023

And what I think distinguishes us at Wellington is that we’re able to utilize our public market investors in the due diligence process in helping us assess. And we have co-investors that we work with that are clients of ours that we want to be able to offer them the opportunity to invest also.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

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 Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Big Picture

JANUARY 24, 2023

It was between corporate law and investment banking. RITHOLTZ: So even back then, when it was the size that you could take a Christmas picture with everybody in one room at Goldman, they’re still doing investment banking. RITHOLTZ: Oh, really? KLINSKY: Yeah. They’re trading. They’re advising clients.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Pension Pulse

SEPTEMBER 28, 2023

Under the SIA, Costa will be subject to customary exclusivity obligations, including no shop, no talk and no due diligence obligations (the latter two subject to a customary fiduciary exception), notification obligations and a matching right. and is a leading middle market banking provider in the U.S. A break fee of $14.9

Shareholders 52

Shareholders Financing Finance Banks 52

Private Equity Wire

JANUARY 30, 2024

AI has also made inroads in the dealmaking process itself, with a significant share already using or planning to use it in their internal documentation (74%) and for M&A due diligence (63%).

Private Equity Firms 98

Private Equity Firms Private Equity Firms Due Diligence Law Firms 98

Trivest Partners

NOVEMBER 1, 2022

Seneca Partners was formed in 1999 as a merchant bank, doing both investment banking and investing into privately held companies. In 2003, we formed Seneca Health Partners, a small, committed healthcare fund focused on growth stage investing. Finally, can you regale us with an interesting or funny M&A story?

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 40

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consulting Consultants 59

The Big Picture

FEBRUARY 28, 2023

I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. Tell us a little bit about the corporate culture which is decidedly different than the typical Wall Street bank. I just signed a whole bunch of bank docs through DocuSign on my laptop.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

Pension Pulse

AUGUST 8, 2023

He also spent 25 years in investment banking at Japanese dealer Nomura Securities, German lender Deutsche Bank AG and U.S.-based Previously, Michael spent over 25 years in investment banking, working across asset classes, in various roles at Nomura Securities, Deutsche Bank and Morgan Stanley.

Venture Capital 52

Venture Capital Capital Pension Funds Startups 52

The Big Picture

DECEMBER 20, 2022

To lead the bank’s efforts in investing in sovereign debt restructurings and to bring our clients along was a great experience. KOENIGSBERGER: — you know, when I got to Merrill in 1995, and you looked at the trade blotter of who you were trading with, it was basically banks trading with each other.

Hedge Funds 64

Hedge Funds Debt Banks Assets 64

The Motley Fool

JANUARY 29, 2025

We also completed large index deals with two of the world's top investment banks, which Baer will discuss shortly. Moving on to banks and broker dealers. In two of our most notable index business wins, we expanded our relationships with a pair of large investment banks in the Americas.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Big Picture

APRIL 11, 2023

And if you’re a lazy value investor buying high yields, you’re going to be buying a lot of banks right now. DAMODARAN: A lot of regional banks right now have dividend yields of 6, 7, 8 percent. DAMODARAN: The write-offs are going to be the banks writing it off. RITHOLTZ: Right. RITHOLTZ: Not the debt. RITHOLTZ: Wait.

Education 119

Education Financing Finance Taxes 119

The Big Picture

MARCH 12, 2024

And we said, let’s just take a little detour here and make sure we understand the credit risk of these things before we sort of travel, start making markets and banking and, and, and really making these a core part of our business. There were financial experiments where the borrower hadn’t been through due diligence.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

Pension Pulse

NOVEMBER 22, 2024

The most senior of those former officials, Cyril Cabanes, who was in charge of the Caisse’s infrastructure investments in the Asia-Pacific and Middle East regions at the time of the alleged offences, has also been charged with violating the Foreign Corrupt Practices Act by the U.S. Securities and Exchange Commission.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 59

The Motley Fool

JANUARY 11, 2025

I would never recommend investing blindly without due diligence because large hedge funds invest over different time horizons than most retail investors and with distinct goals. However, in recent years the bank has started to get its act together under the leadership of CEO Jane Fraser. Let's take a look.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Due Diligence Initial Public Offering 246

The Motley Fool

JANUARY 2, 2025

See the 10 stocks Given these impressive returns, investors should keep an eye on Berkshire's portfolio for new ideas although make sure to do your due diligence. Bank of America -- 11.3% Bank of America also had balance sheet issues because the company invested too early in low-yielding, long-duration U.S.

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Due Diligence Banks Debt Conglomerates 246