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

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 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 Banks Investment Banking 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

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 66

Legal Investment Banks Investment Banking Banks 66

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 78

Legal Investing Investment Banks Investment Banking 78

Private Equity Wire

NOVEMBER 15, 2024

JP Morgan Securities served as lead financial advisor for Instructure, with legal counsel from Kirkland & Ellis. KKR was advised by Morgan Stanley, Moelis & Company, UBS Investment Bank, and Simpson Thacher & Bartlett.

New York Stock Exchange 78

New York Stock Exchange Education Legal Stock Exchanges 78

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 92

Capital Legal Investment Banks Investment Banking 92

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

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 74

Legal Investing Investment Banks Investment Banking 74

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 62

Law Firms Legal Leveraging Investment Banks 62

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 Assets Mergers and Acquisitions Investment Banking 130

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 70

Legal Liabilities Finance Financing 70

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 Capital 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 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

The Motley Fool

JANUARY 28, 2024

We've got updates on the state of investment banking, some curious snacks in foot long form, and of course stocks on our radar. Dylan Lewis: Over to banking. What is the state of deal-making and investment banking right now? This was a theme, but it was a theme of opposites in regard to these two banks.

Investors 130

Investors Banks Mergers and Acquisitions Legal 130

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

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

The Motley Fool

OCTOBER 13, 2023

And between our high-quality asset portfolio, our strong reserve levels are ample liquidity and our diversified earnings base, we are proving to our clients that we are truly a bank for all seasons. Banking had a good quarter with revenues up 17% with activity playing to our mix. Personal Banking was also up double digits at 13%.

Banks 130

Banks Capital Assets Accounting 130

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 82

Legal Leveraging Investment Banking Investment Banks 82

Insight Partners

DECEMBER 17, 2024

They combine AI capabilities with deep functional knowledge to address high-volume use cases like Relevance for GTM, Harvey and Flank for Legal, and Sierra for customer service. Insurance loan AI sales Agent (Buy): A leading EU bank employs outbound voice AI Agents to increase conversions for loan insurance products.

Startups 115

Startups Leveraging Consulting Consultants 115

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.

Due Diligence 64

Due Diligence Investment Banks Investment Banking Education 64

Private Equity Wire

JULY 25, 2023

TripleTree, Guggenheim Securities, and UBS Investment Bank served as financial advisors to TPG, and Ropes & Gray served as legal counsel. Kirkland & Ellis served as legal counsel to Nextech and THL. Like this article? Sign up to our free newsletter Author Profile Related Topics Deals Intelligence

Legal 52

Legal Investment Banks Investment Banking Banks 52

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.

Leveraged Buyouts 61

Leveraged Buyouts Mergers and Acquisitions Private Equity Firms Private Equity Firms 61

SEI

AUGUST 16, 2022

Kevin is a Financial Services Sales Executive with a proven track record of establishing and cultivating strategic partnerships in the investment, insurance, trust, legal, and accounting communities.

Legal 52

Legal Investment Banks Investment Banking Financial Services 52

The Motley Fool

MAY 9, 2024

Our products analyze political and policy trends and provide us with a unique and unparalleled view into understanding the most pressing regulatory, legal, and policy challenges that our clients face every single day. The information services market has been making investments in AI at this stage for years.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Legal Leveraging Capital 130

The Motley Fool

APRIL 27, 2024

In addition, individuals who are associated with member firms and who are engaged in the investment banking or securities business must be qualified and registered with FINRA. Do you or your firm have a legal or disciplinary history? What investments and services can you provide me? What are your other qualifications?

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Mutual Funds Education Legal 100

The Motley Fool

JULY 12, 2024

Now, by way of background, while the Federal Reserve is the primary regulator for Citigroup, our bank holding company, the OCC is a primary regulator for Citibank, N.A., we call it CBNA, which is our largest banking vehicle with approximately 70% of our assets. We are currently developing a plan for submission to the OCC.

Banks 130

Banks Capital Leveraging Assets 130

Blackstone News

FEBRUARY 27, 2024

27, 2024) — Barclays PLC (“Barclays”) and Blackstone Credit & Insurance (“Blackstone”) today announced that Barclays Bank Delaware (“BBDE”) has entered into an agreement with insurance accounts managed by Blackstone’s Asset Based Finance group, to sell approximately US$1.1 LONDON and NEW YORK (Feb.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Banks Hedge Funds Financial Institutions 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

The Big Picture

AUGUST 8, 2022

It turns out their business model is a little similar to the way the banking industry has managed to capture a lot of regulators and continue to operate fairly freely without this sort of regulation and capital requirements and equity requirements that would make banking safer. RITHOLTZ: Sure. They hate equity with this fashion.

Banks 81

Banks Debt Finance Financing 81

Axial

MAY 18, 2023

The CIM can also serve as a useful tool when approaching commercial banks for a loan. Your options include: Hiring a professional investment bank. Qualified investment banks have extensive experience building these materials. Lastly, a good CIM can be used in emergency situations (e.g., Hire an M&A consultant.

Consultants 52

Consultants Consulting Legal Banks 52