The Motley Fool

OCTOBER 21, 2024

In this podcast, Motley Fool contributor Matt Frankel joins host Ricky Mulvey for a look at bank earnings. Bank of America CEO Brian Moynihan's outlook on the American economy. Ricky Mulvey: We've got big themes from big bank earnings. We're getting a macro picture is a lot of the big banks have kicked off this earnings season.

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Banks Investment Banking Investment Banks Mergers and Acquisitions 130

The Motley Fool

FEBRUARY 22, 2024

Financial stocks can cover the gamut of big, established banks through digital upstarts. SoFi Technologies (NASDAQ: SOFI) is a young and growing all-digital bank that's adding customers at a rapid pace. Bank of America (NYSE: BAC) is a large, traditional bank that pays a dividend.

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Banks Amortization Investment Banks Investment Banking 130

The Motley Fool

SEPTEMBER 18, 2023

Alternative investments have grown in popularity among institutions and hedge funds because they provide diversification and have a low correlation with traditional financial assets. Blackstone utilizes its expertise to take nontraditional approaches to investing in less-liquid asset classes and can also use leverage to boost returns.

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The Motley Fool

OCTOBER 7, 2024

Furthermore, the company is on pace to reach its leverage ratio target of around 2.5 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. Is AT&T a buy after last month's surge?

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Leveraging Stakes Investment Banking Investment Banks 246

The Motley Fool

AUGUST 21, 2023

The Securities and Exchange Commission is gearing up to pass sweeping regulations for private equity groups, hedge funds, and real estate investment firms that aim to bring oversight and transparency in line with US stock exchanges. Private funds, not so much.

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Securities and Exchange Commission (SEC) Hedge Funds Funds Stock Exchanges 246

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?

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Banks Funds Finance Financing 130

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?

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Banks Leveraging Assets Capital 130

The Motley Fool

DECEMBER 6, 2023

Nu Holdings: Profitable growth at scale Nu Holdings (NYSE: NU) runs a banking operation in Brazil. Since Nu is a bank, it has tons of cash on hand, which is likely one of the main features that attracted Buffett when he and his team invested in Nu at an early stage phase before its initial public offering (IPO) in December 2021.

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Initial Public Offering Banks Assets Leveraging 246

The Motley Fool

APRIL 18, 2024

Also being the biggest name in the beverage business, it enjoys leverage when it comes to selling and marketing its goods. Take investment banking as an example. Coca-Cola also owns Dasani water, Gold Peak tea, Minute Maid juices, Powerade sports drinks, and Fresca, just to name a few.

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Initial Public Offering Banks Investment Banking Investment Banks 246

The Motley Fool

DECEMBER 3, 2023

You can still invest in Berkshire Hathaway today and likely watch your money grow. Apple (NASDAQ: AAPL) , Coca-Cola (NYSE: KO) , American Express (NYSE: AXP) , and Bank of America (NYSE: BAC) are four top picks. It has strong relationships with its loyal clientele, which it leverages into annual fees that support net income growth.

Banks 246

Banks Accounting Leveraging Investment Banking 246

The Motley Fool

SEPTEMBER 9, 2024

Businesses and consumers may not be able to access loans at higher rates or will simply choose not to get a loan even if their credit meets a bank's underwriting protocols. Investment banks including Goldman Sachs , Bank of America , JP Morgan , Wells Fargo , Morgan Stanley , and Citigroup are all forecasting a rate cut in September.

Banks 246

Banks Financial Services Leveraging Prospects 246

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.

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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 Banking Investment Banks Portfolios 130

The Motley Fool

OCTOBER 13, 2024

For example, high-profile investment banks such as JP Morgan or Wells Fargo could begin covering the stock from an equity research perspective. If more analysts from Wall Street's largest banks begin to regularly report on Palantir and its prospects, the company has a good chance to land on more investors' radar.

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Hedge Funds Financial Institutions Deal Flow Banks 244

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. Banks are also said to be offering competing packages that include a smaller amount of debt and preferred equity.

Buyout 90

Buyout Banks Leveraged Buyouts Private Equity Firms 90

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 88

Buyout Banks Private Equity Firms Private Equity Firms 88

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.

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Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

The Motley Fool

OCTOBER 20, 2024

Executive Chairman Michael Saylor is among Bitcoin's most dedicated supporters and wants to eventually leverage MicroStrategy's assets to create a Bitcoin investment bank. Instead, buying MicroStrategy is essentially an investment in Bitcoin's long-term performance and potential to become part of a digital economy.

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Consulting Consultants Leveraging Assets 241

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. banks' share of senior secured loans went from 33% in 1995 to just 8% in 2022.

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Investors Collateral Mergers and Acquisitions Initial Public Offering 246

The Motley Fool

SEPTEMBER 22, 2024

More importantly, the company's operating leverage has improved dramatically in the form of margin expansion and consistent profitability. Now that Palantir is in the S&P 500, there is a good chance more investment banks and research analysts will begin following the company more closely. This leads me to a broader point.

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Hedge Funds Stakes Prospects Leveraging 246

The Motley Fool

JUNE 3, 2024

According to an estimate by Japanese investment bank Mizuho , Broadcom's AI-related revenue could spike to $20 billion in 2027. Therefore, companies that are leveraging AI to capture a bigger share of the digital ad market should ideally grow at a faster pace than the industry. through 2030, generating $1.04

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Leveraging Investment Banking Investment Banks Banks 241

Private Equity Insights

FEBRUARY 23, 2024

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. Yet with the support of the banks the group was able to double the amount of investors participating in the deal, said the people, who asked not to be named discussing a private transaction.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Debt 130

Axial

OCTOBER 24, 2024

Axial is excited to release our Q3 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 370 investment banks and advisory firms that met the qualifications to be considered for league tables last quarter.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

OCTOBER 18, 2024

By leveraging existing company data, AIP can provide businesses with solutions tailored to specific needs. Thanks in part to its decades of experience, the company quickly recognized the opportunity represented by generative AI and developed timely solutions to meet the need.

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Leveraging Investment Banking Investment Banks Stock Market 246

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

The Motley Fool

FEBRUARY 18, 2024

Investment bank UBS recently adjusted its price target on midstream giant Energy Transfer (NYSE: ET). The investment bank made the tweak following Energy Transfer's fourth-quarter earnings report. It also has a much-improved balance sheet (it sees its leverage ratio in the lower half of its 4.0-4.5

Amortization 130

Amortization Depreciation Earnings Before Interest Investment Banks 130

The Motley Fool

APRIL 28, 2024

Rather, many of the companies in Ares' portfolio are lower middle market businesses that go overlooked by investment banks or private equity investors. ARCC Price to Book Value data by YCharts At a price-to-book (P/B) ratio of just 1.1, Ares stock is trading essentially in line with its 10-year average.

Leveraged Buyouts 244

Leveraged Buyouts Due Diligence Buyout Venture Capital 244

The Motley Fool

MARCH 26, 2024

The banks to watch instead. We're going to hit the other item for you and that's banking. We have an update on the state of things with struggling bank New York Community Bank. New York Community Bank is one that, I got to admit, I really didn't see coming. We hit real estate. Some turmoil there as well.

Banks 244

Banks Education Shareholders Accounting 244

Private Equity Insights

SEPTEMBER 28, 2023

The industry growth is being driven by investment bank caution around underwriting leveraged buyouts given volatile market conditions. Blackstone, meanwhile, is helping fund the combination of New Mountain Capital’s HealthComp Holding Company LLC and Marlin Equity Partners’ Virgin Pulse.

Leveraged Buyouts 147

Leveraged Buyouts Buyout Private Equity Firms Private Equity Firms 147

Private Equity Wire

JANUARY 24, 2024

Investment banks including Goldman Sachs Group, Citigroup and Barclays are among a number of investment banks that are looking to take back leveraged finance deals lost to private credit lenders during the market volatility of recent years, according to a report by Bloomberg.

Leveraging 52

Leveraging Buyout Investment Banks Investment Banking 52

The Motley Fool

AUGUST 14, 2023

times leverage ratio (down from 2.7 The telecom giant's improving leverage ratio supports its excellent bond ratings (A-/BBB+/Baa1). 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

The Motley Fool

OCTOBER 2, 2024

Bank of America: A value play in the financial industry Bank of America 's (NYSE: BAC) stock has gained 16.8% This underperformance might create an opportunity for value investors, especially considering the bank's attractive 2.62% yield and conservative 33.6% Bank of America's projected 4.5% payout ratio.

Banks 130

Banks Debt Prospects Shareholders 130

Private Equity Wire

JULY 10, 2024

Blackstone has appointed Tyler Dickson, formerly Global Head of Investment Banking and Vice Chair of Banking & International at Citi, in a newly-created role leading client relations at Blackstone Credit & Insurance (BXCI).

Mergers and Acquisitions 86

Mergers and Acquisitions Investment Banks Investment Banking Banks 86

Axial

JANUARY 25, 2024

Last quarter, we surveyed the Axial Investment Bank membership on the topic of exit preparation. We are grateful to all the Investment Bankers who contributed to the survey and provided useful color for this series on exit preparation. Craig Dickens Merit Investment Bank Higher interest rates.

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Mergers and Acquisitions Investing Investment Banks Investment Banking 105

Private Equity Insights

JUNE 8, 2024

Roping in a co-investor allows private equity firms to reduce the money they front themselves for a deal, a welcome prospect at a time when high borrowing costs are crimping the amount of leverage they can use. The shift is catching the eye of major investment banks.

Buyout 130

Buyout Private Equity Firms Private Equity Firms Pension Funds 130

The Motley Fool

MARCH 17, 2024

You might be wondering what makes Hercules stand out from a traditional bank. Well, banks may pass on making loans to start-ups given their risk profile as money-burning businesses. This is an interesting strategy, and has helped Ares earn a positive reputation among businesses that often go overlooked by large investment banks.

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Leveraged Buyouts Exchange-Traded Funds Private Equity Firms Private Equity Firms 130

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. “We look forward to leveraging Thoma Bravo’s deep sector expertise to help drive continued growth and innovation.”

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Investing Legal Investment Banks Investment Banking 130