Financial Times - Banking

SEPTEMBER 21, 2023

Sports Direct owner seeks testimony from James Gorman as it gears up for High Court battle with investment bank

Legal 97

Legal Investment Banks Investment Banking Banks 97

Private Equity Insights

JANUARY 12, 2024

Thoma Bravo, a software investment firm with $134bn in assets under management, has completed its strategic growth investment in BlueMatrix, an end-to-end content creation and distribution platform for investment research providers. Source: Private Equity Wire Can’t stop reading?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Legal Investing 130

Private Equity Professional

JULY 30, 2024

Mr. Bubis began his career as an analyst in the investment banking division at Bank of America Merrill Lynch. From 2015 to 2016 he was with Roundtable Investment Partners and returned to Kinderhook as a vice president in 2017. Today, Mr. Keenan focuses on Kinderhook’s environmental services and automotive verticals.

Legal 130

Legal Banks Investment Banks 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 Banks 52

Investment Banks Investment Banking 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 Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Axial

JULY 27, 2023

Axial is excited to release its Q2 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q2. In Q2, 771 sell-side investment banks and M&A advisors brought a total of 2,647 deals to market.

Investment Banks 52

Investment Banks Investment Banking Mergers and Acquisitions Banks 52

Private Equity Insights

DECEMBER 14, 2023

BlueMatrix is the trusted investment research and publishing platform of choice for many of the world’s leading investment banks and research analysts. Kirkland & Ellis LLP is serving as legal advisor to Thoma Bravo and Raymond James is serving as financial advisor.

Investing 130

Investing Legal Investment Banks Investment Banking 130

The Motley Fool

JUNE 9, 2024

Once a Canada-only marijuana cultivation and sales business, the SNDL of today is also the country's largest private liquor retailer, and its SunStream Bancorp division is a major investment banking organization in the North American cannabis industry. If cannabis legalization or descheduling policies proceed in the U.S.,

Legal 130

Legal Banks Investment Banks Investment Banking 130

The Motley Fool

AUGUST 22, 2024

Furthermore, thanks to its SunStream Bancorp cannabis investment banking wing, it now has credit interests in a handful of U.S.-based cannabis legalization occurs, if it ever does, SNDL will be able to convert many of its arrangements into equity stakes in U.S. in Q2, that could change quickly in the event of legalization.

Legal 130

Legal Shareholders Stakes Investment Banks 130

Axial

APRIL 16, 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 guides for exit-curious business owners. We then put together a five-part article series with the results and insights gained from those survey responses.

Legal 98

Legal Investment Banks Investment Banking Banks 98

Private Equity Wire

JANUARY 8, 2024

Thoma Bravo, a software investment firm with $134bn in assets under management, has completed its strategic growth investment in BlueMatrix, an end-to-end content creation and distribution platform for investment research providers. Debt financing for the transaction was provided by Golub Capital.

Legal 97

Legal Investing Investment Banks Investment Banking 97

Private Equity Wire

DECEMBER 5, 2023

Global Investment Bank, Canaccord Genuity LLC, served as the exclusive financial advisor to Ansira for the transaction and Ropes & Gray LLP served as legal advisors. This transaction marks the fourth acquisition for Truelink, which was launched in 2022 by Todd Golditch and Luke Myers.

Capital 105

Capital Legal Investment Banks Investment Banking 105

Private Equity Professional

SEPTEMBER 17, 2024

Philpott Ball & Werner , an investment bank specializing in the defense, intelligence, aviation, and industrial sectors, acted as Thrust’s financial advisor. Charlotte and New York City-based Fidus Capital provided debt financing for the transaction, while McGuireWoods provided legal services to Summit Park.

Enterprise Values 130

Enterprise Values Legal Investment Banking Investment Banks 130

The Motley Fool

FEBRUARY 5, 2024

That could mark the beginning of a new urban air mobility market that's projected to reach $1 trillion by 2040, according to investment bank Morgan Stanley. DraftKings Fast-growing industries are fertile ground for fortune-building investments. The legalization of sports gambling is gaining steam in the U.S.,

Legal 130

Legal Conglomerates Amortization Depreciation 130

The Motley Fool

AUGUST 14, 2023

That caused concerns that Verizon and its peers might have to spend money to remedy the problem and cover future legal liabilities. The Wall Street investment bank's analyst team has an overweight rating on the stock with a $44-per-share price target, in part because of its growth potential.

Leveraging 130

Leveraging Investment Banks Investment Banking Legal 130

Private Equity Insights

OCTOBER 18, 2023

Pacific Equity Partners has agreed terms to acquire lifestyle communities business Serenitas, put up for sale by investment bank Goldman Sachs earlier this year. Mirvac shared bankers with PEP, but had its own legal advisers from Ashurst. An announcement is expected as early as Wednesday.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Law Firms Legal 130

Private Equity Wire

DECEMBER 18, 2023

BlueMatrix is the investment research and publishing platform of choice for many of the world’s leading investment banks and research analysts. Kirkland & Ellis LLP is serving as legal advisor to Thoma Bravo and Raymond James is serving as financial advisor. Terms of the transaction were not disclosed.

Legal 96

Legal Investing Investment Banks Investment Banking 96

The Motley Fool

JUNE 25, 2024

Beyond the immediate gains that expanding its retail footprint is likely to provide, its SunStream Bancorp cannabis investment bank is now officially cruising for opportunities to invest in U.S. marijuana businesses. Florida is an area of special interest thanks to its large market and shifting regulations.

Legal 130

Legal Bidding Assets Investment Banks 130

The Motley Fool

OCTOBER 6, 2023

Though its SunStream Bancorp cannabis investment bank launched its U.S. mean that it's exceptionally well-positioned to start tacking on revenue from cannabis legalization , should it occur there. recreational marijuana market via realizing its option to secure a minority stake in another company upon federal legalization.

Legal 130

Legal Bidding Shareholders Stakes 130

The Motley Fool

DECEMBER 4, 2023

DraftKings is gaining access to new markets as more governments move to legalize betting on sports. With the prospect of higher tax revenue likely to eventually lure the remaining state legislatures to legalize sports gambling, DraftKings has plenty of room for further expansion within the United States.

Legal 130

Legal Amortization Depreciation Earnings Before Interest 130

The Motley Fool

AUGUST 8, 2023

Investment bank Cowen puts the U.S. legal cannabis market at $28.9 Cannabis legalization is sweeping over North America – 19 states plus Washington, D.C., have all legalized recreational marijuana over the last few years, and full legalization came to Canada in October 2018. billion in 2023, climbing to $36.3

Legal 130

Legal Amortization Depreciation Earnings Before Interest 130

Private Equity Wire

FEBRUARY 5, 2024

She advised private equity sponsors, commercial banks, investment banks, subordinated finance providers, and corporate borrowers on their complex European leveraged and acquisition financings, in addition to alternative capital providers including alternative debt funds and credit solutions providers.

Law Firms 75

Law Firms Legal Leveraging Finance 75

The Big Picture

AUGUST 26, 2022

Doing this puts the probabilities more on their side, with the bonus that fewer regulatory headaches, legal liability, and compliance issues occur – they more or less go away if you manage this kind of model properly. Now if only the Sell-side would get religion about fiduciary standards, I would stop hating on them so much.

Asset Management 141

Asset Management Assets Legal Liabilities 141

Private Equity Wire

NOVEMBER 28, 2023

Latham & Watkins has made a double partner hire, with Fergus Wheeler and Paul Yin joining the London office within the Banking Practice. Yin received his Bachelor of Laws from the University of Sydney in 2009, and his Graduate Diploma of Legal Practice from The College of Law in 2010.

Legal 75

Legal Liabilities Finance Financing 75

The Motley Fool

APRIL 12, 2024

We're already seeing some central banks in the emerging markets starting to cut rates. The rebound in Banking gained speed during the quarter, led by near-record levels of investment-grade debt issuance as improved market conditions enables issuers to pull forward activity. In the U.S., Expenses were $14.2

Banks 130

Banks Mergers and Acquisitions Assets Investment Banks 130

Private Equity Insights

OCTOBER 9, 2023

The Company’s leading team has experience from global investment banks and private equity firms, having completed over US$200bn of mining transactions, while the technical team is comprised of industry professionals from major mining companies who have brought over 60 mines into production.

Capital 130

Capital Private Equity Firms Private Equity Firms Funds 130

The Motley Fool

APRIL 12, 2024

These results included a $725 million increase to the special assessment resulting from the FDIC's updated estimate of expected losses from the closures of Silicon Valley Bank and Signature Bank. billion or 12% driven by higher firmwide asset management and Investment Banking fees as well as lower net investment securities losses.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Investment Banks Investment Banking 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.

Due Diligence 98

Due Diligence Best Practices Education Investment Banks 98

Private Equity Wire

SEPTEMBER 24, 2024

The show portrays ESG as a hedge bet, a prop play, and as it often is in the real world, a source of controversy as opponents often launch attacks to discredit its investing approach. While the heady investors of Pierpoint & Co.

Legal 98

Legal Leveraging Investment Banks Investment Banking 98

FinSMEs

DECEMBER 5, 2023

UBS Investment Bank served as the exclusive financial advisor and Morgan Lewis & Bockius LLP provided legal counsel to Transtelco. Europe and Asia. The amount of the deal was not disclosed. Deutsche […] The post Transtelco Acquires Neutrona Networks appeared first on FinSMEs.

Legal 64

Legal Investment Banks Investment Banking Banks 64

Private Equity Wire

OCTOBER 22, 2024

Rachel O’Brien (Washington DC) advises on the formation and management of private investment funds. She counsels both first-time and established private fund sponsors on a range of operational, legal, and regulatory issues. He has a versatile skillset and deep experience with platform acquisitions and sales.

Mergers and Acquisitions 75

Mergers and Acquisitions Leveraged Buyouts Private Equity Firms Private Equity Firms 75

The Motley Fool

JUNE 23, 2023

Virgin Galactic entered into a new distribution agency agreement with three different Wall Street investment banking firms to underwrite up to $400 million in secondary stock offerings in the future, according to a filing with the U.S. market to legal consumer recreational use nationwide. Securities and Exchange Commission.

Securities and Exchange Commission (SEC) 100

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

The Motley Fool

OCTOBER 15, 2024

We continue to have share gains in services and banking. In wealth, we saw a sizable increase in client investments and flows. Last week, we announced that we are the first global bank to complete the integration of our cross-border services with Mastercard Move. It was a particularly pleasing quarter in banking.

Banks 130

Banks Assets Leveraging Capital 130

The Motley Fool

OCTOBER 11, 2024

NII ex-markets was up $274 million or 1%, driven by the impact of balance sheet mix and securities reinvestment, higher revolving balances in card, and higher wholesale deposit balances, predominantly offset by lower deposit balances in banking and wealth management and deposit margin compression. NIR ex-markets was up $1.8 Expenses of $22.6

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

JULY 14, 2023

billion, or 8% year on year, primarily driven by higher compensation expense, including wage inflation and higher legal expense. The net reserve build included a 389 million build in the commercial bank, a $200 million build in card, and a 243 million release in corporate, all of which I will cover in more detail later. Expenses of 20.2

Banks 130

Banks Liabilities Capital Assets 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

The Motley Fool

JULY 12, 2024

billion or 21%, largely driven by higher investment banking revenue and asset management fees. Both periods included net investment securities losses. Next, the commercial and investment bank on Page 5. Our new commercial and investment bank reported net income of 5.9 NIR ex markets was up 7.3

Banks 130

Banks Capital Finance Financing 130