The Motley Fool

JUNE 27, 2023

But in the investment banking world, the best time to finalize potential mergers or acquisitions is over the weekend, as markets aren't open and companies don't have to worry about the potential for leaked information to cause an immediate spike in share prices. Under the deal, Brookfield Re would pay $38.85

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Mergers and Acquisitions Bidding Buyout Asset Management 130

The Motley Fool

AUGUST 6, 2024

But what about banks? Banks are a different kind of business, and there are even different kinds of banks that go well beyond the basic local branch offering savings and checking accounts to the community. According to the most recent Spend Report from the Financial Health Network, banks collected a total of $37.5

Banks 130

Banks High Net Worth Individuals Mergers and Acquisitions Initial Public Offering 130

The Motley Fool

JULY 9, 2023

Fueling the fire are rapidly rising interest rates and a pullback in bank lending. In addition to higher interest rates, banks have pulled back on funding commercial real estate loans. According to the Wall Street Journal , regional banks hold about 67% of commercial real estate loans.

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The Motley Fool

MARCH 16, 2024

Bank stocks have been slow to recover amid the high interest rate environment, which has been a headwind to businesses. However, there are at least three bank stocks that still trade at incredibly cheap valuations and could be poised to take off. Citigroup Citigroup (NYSE: C) is one of the largest banks in the U.S.

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Banks Mergers and Acquisitions Initial Public Offering Investment Banks 130

The Motley Fool

MAY 8, 2024

Last year, bank stocks were dragged down by some of the largest bank failures since the Great Recession. However, bank stocks have performed better over the past six months as the Federal Reserve pumped the brakes on its interest rate hiking campaign. Here are three banks that can make solid additions to your portfolio today.

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Banks Mergers and Acquisitions Initial Public Offering Debt 130

The Motley Fool

JULY 20, 2024

Shares of Bank of America (NYSE: BAC) surged following the release of its latest quarterly earnings. The positive headlines are encouraging, but are they enough to keep the rally in Bank of America stock going? The positive headlines are encouraging, but are they enough to keep the rally in Bank of America stock going?

Banks 130

Banks Mergers and Acquisitions Assets Investment Banks 130

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 Banks Investment Banking Mergers and Acquisitions 130

The Motley Fool

JANUARY 5, 2024

Moreover, one prediction I made for 2024 is that mergers and acquisitions will see a rebound this year. 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

APRIL 19, 2024

That led analysts at investment banking firm BTIG to lower their stock price target for VinFast from $8 to $5 per share. VinFast stock has been on a wild ride since it first went public through a special purpose acquisition company (SPAC) merger in August 2023. price over the next 12 months or so.

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Mergers and Acquisitions Investment Banking Investment Banks Banks 187

Private Equity Wire

OCTOBER 9, 2024

Investment banks, which faced significant losses on risky merger and acquisition (M&A) loans due to a spike in global interest rates, are now aggressively returning to the leveraged buyout (LBO) market — one of the most profitable sectors in finance, according to a report by Bloomberg.

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Leveraged Buyouts Leveraging Buyout Banks 97

Financial Times M&A

JANUARY 23, 2023

The investment bank is seeking to grow beyond advising on large-scale mergers and acquisitions

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Mergers and Acquisitions Banks Capital Investment Banking 98

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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Collateral Investors Mergers and Acquisitions Initial Public Offering 246

The Motley Fool

FEBRUARY 19, 2024

These are called private placements, and most of the time, the shares are sold to investment banks or hedge funds. Hedge funds are often far riskier than investing in a mutual fund, and they are exclusively for people with at least $200,000 in income or $1 million in net worth.

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Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

MAY 5, 2024

Bank of America Investors might be a bit hesitant to own any bank stocks right now. The industry is on the defensive, dealing with rising loan defaults and delinquencies at the same time it's experiencing tepid demand for other banking services. Bank of America (NYSE: BAC) is no exception to this trend. That reason?

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Mergers and Acquisitions Initial Public Offering Banks Investment Banking 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.

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Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

SEPTEMBER 19, 2024

Banks and other financial companies should benefit too, as long as there isn't a severe recession. Here's one bank stock to buy. A potential boost to earnings While banks have been known to perform well when rates are rising, the yield curve is more important. Over time, the steep yield curve will benefit the bank.

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Banks Mergers and Acquisitions Initial Public Offering Investment Banks 100

The Motley Fool

OCTOBER 6, 2024

One of Berkshire's smaller positions (less than one-tenth of 1% of the overall portfolio) is the investment bank Jefferies Financial Group (NYSE: JEF). Total investment banking revenue, which can be tricky to forecast, came in at $949.5 Berkshire owns roughly 433,500 shares. Should investors be worried?

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Mergers and Acquisitions Investors Initial Public Offering Exchange-Traded Funds 130

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. Ultimately, SunPro engaged Axial member Peakstone Group and began their transaction process.

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Due Diligence Mergers and Acquisitions Bidding Private Equity Firms 52

Axial

DECEMBER 18, 2024

M&A Industry Report: Business Services Q3 2024 | www.focusbankers.com FOCUS Investment Banking is a trusted name in M&A advisory services with a nationwide footprint and a global reach. An Axial member since 2010, FOCUS works across a broad range of industries and has marketed more than 225 deals on the Axial platform.

Business Services 52

Business Services Investment Banking Investment Banks Banks 52

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).

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Mergers and Acquisitions Investment Banking Investment Banks Banks 98

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

JANUARY 16, 2025

Bank of America (NYSE: BAC) Q4 2024 Earnings Call Jan 16, 2025 , 11:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, everyone, and welcome to today's Q4 Bank of America earnings announcement. Should you invest $1,000 in Bank of America right now?

Banks 130

Banks Leveraging Capital Accounting 130

Private Equity Professional

MAY 15, 2024

Greenside Capital Advisors has launched as a new independent investment banking boutique specializing in middle market sell-side and buy-side mergers, acquisition advisory and business valuation services.

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Mergers and Acquisitions Capital Investment Banks Investment Banking 100

The Motley Fool

JUNE 17, 2023

and overseas bank failures created a hostile investing climate for all financial-services companies. However, this investment bank has plenty to like over the long term. Investment banks are cyclical businesses whose performance follows the overall economic cycle.

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Mergers and Acquisitions Investing Investment Banking Investment Banks 130

Private Equity Professional

AUGUST 23, 2024

“Seth brings a tremendous amount of experience and expertise in the information services and business media industries—all of which are highly synergistic to our expanding services and technology investment banking teams,” said Effram Kaplan , the head of BGL’s services and infrastructure verticals. Mr. Rosenfield. “I

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Mergers and Acquisitions Professional Services Investment Banks Investment Banking 100

The Motley Fool

JUNE 11, 2024

Those who buy top-notch companies and stick with those investments for the long haul have an excellent opportunity to build generational wealth. The financial industry may make you think of banks, but it extends far beyond that to companies with broad customer bases offering a range of products and services that help the economy run smoothly.

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Mergers and Acquisitions Initial Public Offering Investment Banks Investment Banking 130

The Motley Fool

JULY 15, 2023

In 2021, the company had record revenue in investment banking and was No. 1 in mergers and acquisitions (M&A), equity and equity-related offerings, common stock offerings, and initial public offerings (IPOs). Goldman Sachs has an asset management arm, but its bread and butter is investment banking.

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Mergers and Acquisitions Initial Public Offering Exchange-Traded Funds Investment Banking 130

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.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

OCTOBER 19, 2024

But many individual stocks have performed even better, including the well-known investment bank Goldman Sachs (NYSE: GS). Founded in 1869, Goldman has long been viewed as a best-in-breed investment bank in an incredibly competitive industry. The stock price has jumped more than 37% this year. Let's investigate.

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Mergers and Acquisitions Investment Banks Investment Banking Banks 100

Private Equity Wire

SEPTEMBER 27, 2024

Speakig in an interview Zelter said: “This is where the industry is moving,” highlighting the increasing convergence between private capital providers and traditional banks, while emphasising that Citigroup’s role would evolve from its typical mergers and acquisitions (M&A) activity to offering a full range of financing options.

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Mergers and Acquisitions Debt Asset Management Leveraging 97

The Motley Fool

OCTOBER 13, 2024

Bank stocks tend to carry a low valuation even in a bull market because their growth is closely tied to the economy, and they're cyclical, meaning they're highly vulnerable to economic slowdowns or recessions. The Vanguard Financials ETF is also much more than bank stocks. The fund trades at a price-to-earnings (P/E) ratio of 16.6

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Mergers and Acquisitions Initial Public Offering Mutual Funds Exchange-Traded Funds 130

Private Equity Wire

JANUARY 12, 2024

He started his career as an Investment Banking Analyst with UBS Investment Bank’s mergers & acquisitions group and financial institutions group in New York City. Stanek will continue to focus on supply chains, an important part of the firm’s operations management capabilities.

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Mergers and Acquisitions Capital Private Equity Firms Private Equity Firms 98

The Motley Fool

JULY 19, 2023

Goldman's global banking and markets segment took the biggest hit, with revenue falling 14% from year-ago levels. Sales from investment banking activity fell 20%, while fixed-income-related activities saw revenue drop 26%. That sent net income for common shareholders falling 62% to $1.07 billion, working out to $3.08

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Mergers and Acquisitions Banks Management Fees Investment Banks 130

Private Equity Wire

APRIL 5, 2024

Last year, 99% of these holdings were sold either at or below their net asset value on the secondary market, marking the highest percentage since investment bank Jefferies began tracking this data in 2017. The trend continued with 95% in 2022 and 73% in 2021.

Pension Funds 98

Pension Funds Mergers and Acquisitions Stakes Investors 98

Axial

JUNE 20, 2024

The Axial Industrials Top 50 Buyside Sell-Side Appalachian Capital ACT Capital Advisors Applied Value Group BlackRose Group Argonaut Private Equity Brentwood Growth Dauntless Capital Partners Bridgepoint Investment Banking Dunes Point Capital, LLC Corporate Fuel Advisors Emigrant Capital EBB Group EO Capital Partners LLC eMerge M&A, Inc.

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Mergers and Acquisitions Deal Flow Investors Investment Banks 97

Private Equity Wire

JUNE 24, 2024

Pacala was most recently a managing director at Rockwood Capital, where he focused on acquisitions and asset management across property sectors. According to a press statement, Pacala led the expansion into several new investment markets across the US southeast and Texas.

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Mergers and Acquisitions Asset Management Investment Banks Investment Banking 74

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.

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