The Motley Fool

OCTOBER 11, 2024

But given the recent acquisition, it might not issue another special dividend until 2026. A Permian powerhouse According to the Federal Reserve Bank of Dallas, the Permian Basin provides around 40% of the country's oil output and 15% of its natural gas production. million barrels of oil equivalent per day (boe/d).

Mergers and Acquisitions 246

Mergers and Acquisitions Assets Leveraging Taxes 246

The Motley Fool

DECEMBER 6, 2023

Riley Financial provides financial services including investment banking, wealth and asset management, business advisory, and asset disposal. According to financial analytics firm Refinitiv, dealmaking like initial public offerings (IPOs) and mergers and acquisitions (M&As) was at an all-time high that year.

Collateral 246

Collateral Investors Mergers and Acquisitions Initial Public Offering 246

Private Equity Wire

OCTOBER 7, 2024

Banks have seized the opportunity presented by lower interest rates to recapture corporate debt deals from private credit funds, refinancing around $30bn in private debt through broadly syndicated loans so far this year, according to a report by Bloomberg. percentage points, according to reports.

Banks 95

Banks Debt Mergers and Acquisitions Leveraging 95

The Motley Fool

FEBRUARY 21, 2024

billion merger with Spirit Realty Capital in an all-stock transaction in October, which closed subsequent to year-end on January 23rd. And importantly, together with the Spirit merger, set us up to deliver a compelling earnings growth backdrop in 2024. Third, and in addition to the achievements noted above, we also announced the $9.3

Mergers and Acquisitions 246

Mergers and Acquisitions Debt Capital Assets 246

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? That is $0.82

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

FEBRUARY 20, 2025

The strong cash flow will enable us to return to a debt-free status as we exit Q1 2025, paying off the remainder of the $1 billion debt inherited from the NuVasive merger. The acquisition of Nevro further expands our reach into the musculoskeletal market, adding an additional $2 billion market space for us to compete in and grow.

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Taxes Capital 130

American Investment Council

MAY 6, 2024

Key Insights from the Report: Outpacing Non-PE Backed M&A: Private credit is outpacing the broadly syndicated loan market in providing financing for mergers and acquisitions (M&A) that do not have a private equity sponsor, emerging as an important option for firms seeking financing in today’s market.

Finance 125

Finance Financing Leveraged Buyouts Mergers and Acquisitions 125

The Motley Fool

DECEMBER 18, 2023

In fact, many companies are banking on oil staying where it is or suffering only a minor decline. Consolidation is driving the upstream industry The last few months have featured a flurry of mergers and acquisitions on the upstream side of the energy sector. Image source: Getty Images. The deals vary in scope and scale.

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Mergers and Acquisitions Stock Market Stock Market Debt 130

The Motley Fool

JULY 1, 2024

Other big banks would typically be happy with a NIM in the 2%-3% range. Here's why I think the Discover merger could eventually put Capital One in the same realm as Visa (NYSE: V) and Mastercard (NYSE: MA). The bank currently has about 100 million credit card customers, while Discover has three times as many.

Capital 130

Capital Mergers and Acquisitions Banks Financial Services 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).

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Mergers and Acquisitions Investment Banking Investment Banks Banks 98

The Motley Fool

NOVEMBER 1, 2024

SoFi Technologies (NASDAQ: SOFI) , a provider of online financial services, went public by merging with a special purpose acquisition company ( SPAC ) on June 1, 2021. Like many other SPAC-backed start-ups, SoFi lost its luster after it missed its own ambitious pre-merger forecasts. The combined company's stock opened at $21.97

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Mergers and Acquisitions Banks Financial Services Amortization 130

The Motley Fool

NOVEMBER 8, 2024

And we continue to improve our capital efficiency by leveraging technology and innovation across both our foundational and emerging assets. For 2025, we anticipate a 50% increase in Utica activity as we continue to leverage consistent operations to achieve additional economies of scale.

Debt 130

Debt Shareholders Leveraging Capital 130

The Motley Fool

MARCH 2, 2024

That gave it the flexibility to make two acquisitions last year. Even after completing those deals, the company expects its leverage ratio to be in the lower half of its 4.0 Energy Transfer's stable cash flow, low payout ratio, and strong balance sheet mean investors can bank on its 8.5% Its most recent acquisition (a $7.1

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Debt Banks 130

The Motley Fool

JANUARY 3, 2025

Archrival ExxonMobil has sued to block the merger, arguing it has preexisting rights due to a joint venture with Hess and another company. Chevron has expressed confidence in completing the merger, which would help the company grow during the next decade and beyond. An arbitrator could rule on the case sometime this year.

Mergers and Acquisitions 130

Mergers and Acquisitions Banks Leveraging Assets 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

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.

Mergers and Acquisitions 97

Mergers and Acquisitions Debt Asset Management Leveraging 97

The Motley Fool

SEPTEMBER 28, 2024

ConocoPhillips' medium-term plan During the past year, there has been a flurry of mergers and acquisitions (M&A) in the oil patch. That said, ConocoPhillips prides itself on having a lean balance sheet and low leverage. Here's why the dividend stock is a buy now. Image source: Getty Images.

Mergers and Acquisitions 130

Mergers and Acquisitions Debt Leveraging Shareholders 130

The Motley Fool

OCTOBER 10, 2024

Net losses are rare and short-lived, and almost always the result of extraordinary circumstances like a pandemic or accounting charges linked to divestures or acquisitions. KR Dividend data by YCharts Management expects this growth streak to continue indefinitely, driven by continued inflation, population growth, and acquisitions.

Mergers and Acquisitions 130

Mergers and Acquisitions Banks Conglomerates Leveraging 130

The Motley Fool

JANUARY 21, 2025

Banking services and credit card giant Capital One Financial (NYSE:COF) reported mixed fourth-quarter results on Tuesday, Jan. Capital One's Business Overview Capital One Financial is a major bank in the United States, well-recognized for its extensive credit card offerings. The company's adjusted EPS of $3.09 in the previous year.

Capital 100

Capital Mergers and Acquisitions Financial Services Banks 100

The Motley Fool

JANUARY 30, 2024

Last week, we notified the Spirit that certain conditions to close may not be satisfied prior to the outside date set out in the merger agreement. We are evaluating our options under the merger agreement, which remains in effect. Operator instructions] Our first question comes from Mike Linenberg, Deutsche Bank.

Mergers and Acquisitions 246

Mergers and Acquisitions Banks Finance Financing 246

The Motley Fool

JULY 26, 2024

See the 10 stocks » *Stock Advisor returns as of July 22, 2024 We are delighted to announce that we closed our merger with Cambridge Trust on July 12 and successfully converted all banking customers that we get. And we believe our best days are still ahead of us due to the strategic benefits of the Cambridge merger. 10 overall.

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Assets 130

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.

Mergers and Acquisitions 97

Mergers and Acquisitions Deal Flow Investors Investment Banking 97

The Motley Fool

AUGUST 17, 2023

We have also expanded our banking solutions with the launch of debit card, and we are now piloting credit cards for Stone clients, and we continue to test our credit product with early results very much in line with our expectations. Now, let's move to the banking performance on Slide 10. Our banking active client base increased 3.2

Banks 228

Banks Leveraging Financial Services Securities and Exchange Commission (SEC) 228

The Motley Fool

DECEMBER 14, 2023

The company's business model makes it more like a bank than a traditional REIT that owns income-producing commercial real estate. The company uses shareholder capital that it leverages with short-term borrowings to buy MBS. In addition to organic growth, the MLP has a long history of making value-enhancing acquisitions.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Assets Banks 130

Axial

JANUARY 10, 2025

This will help you better understand the entire mergers and acquisitions process, when to engage an advisor, and the role youll play as a business owner in your exit. When to Use Sell-Side Advisory Services At Axial, weve been involved in small business mergers and acquisitions for over 14 years. Reach out today.

Due Diligence 52

Due Diligence Mergers and Acquisitions Bidding Consulting 52

Private Equity Wire

SEPTEMBER 24, 2024

Historically, the focus was on leveraged buyouts and cost-cutting to boost profitability, but this approach is no longer sufficient. This evolution leverages technology and data analytics to streamline processes and unlock value. Treasury 4.x,

Mergers and Acquisitions 95

Mergers and Acquisitions Private Equity Firms Private Equity Firms Leveraged Buyouts 95

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. For 37 years, Corum has created the standard for success.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Axial

JANUARY 25, 2024

Last quarter, we surveyed the Axial Investment Bank membership on the topic of exit preparation. Robert Latham IBG Business Availability of debt / leverage and interest rates, followed modestly by slower growth rates. Craig Dickens Merit Investment Bank Higher interest rates. Ronald D Torretti Turris Group Inc.

Mergers and Acquisitions 105

Mergers and Acquisitions Investing Investment Banking Investment Banks 105

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. million and $3.2

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

MAY 7, 2024

Non-GAAP EPS was $0.72, increasing 36% versus prior year, even with the 32% increase in outstanding shares driven by the merger. The combination of these two businesses is one of the strengths of our merger, offering a broad range of product and market-changing innovation. Operations remains the strength of the merger.

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Accounting Capital 130

Axial

MARCH 14, 2024

This was a tenth of a percentage point higher than the runner-up – healthcare – and was based off of a total of 974 technology-focused deals.

Mergers and Acquisitions 96

Mergers and Acquisitions Investors Deal Flow Leveraging 96

The Motley Fool

OCTOBER 12, 2024

Hims & Hers went public via a reverse merger with a special purpose acquisition company ( SPAC ) in January 2021. The company operates a platform that leverages artificial intelligence and incorporates a machine learning model that was trained on more than 73 million repayment events to drive better lending decisions.

Mergers and Acquisitions 130

Mergers and Acquisitions Banks Leveraging Finance 130

The Motley Fool

SEPTEMBER 17, 2024

Not only the Apple stake, he's trimming the Bank of America stake, and building that balance sheet up considerably. Cash flows continue to be strong for the business, and Kroger's done a good job of bringing down the leverage on its balance sheet. They had taken on some debt in recent years to make some acquisitions.

Mergers and Acquisitions 246

Mergers and Acquisitions Stakes Banks Companies 246

Private Equity Wire

OCTOBER 18, 2024

The second half of 2024 saw a mixed environment for mergers and acquisitions (M&), with transaction volumes levelling off compared to earlier in the year, according to the US Private Equity Mid-Market Monitor: H2 2024 & Outlook report from investment bank DC Advisory.

Mergers and Acquisitions 71

Mergers and Acquisitions Private Equity Firms Private Equity Firms Leveraging 71

The Motley Fool

APRIL 25, 2024

In our Consumer Banking segment, the allowance increased by $46 million, resulting in a seven-basis-point increase to the coverage ratio. And finally, our Commercial Banking allowance decreased by $7 million, primarily driven by portfolio contraction. Slide 12 shows first quarter results for our Consumer Banking business.

Capital 130

Capital Taxes Banks Mergers and Acquisitions 130

Private Equity Wire

OCTOBER 22, 2024

Dee Kuchukulla (New York) guides leading private equity sponsors and their portfolio companies on an array of complex transactions, from leveraged buyouts and sales to carve-outs, cross-border deals, joint ventures, and take-privates across industries. 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

JULY 23, 2024

In our consumer banking segment, the allowance decreased by $23 million, resulting in a 5 basis-point-decrease to the coverage ratio. And finally, our commercial banking allowance increased by $6 million. However, as we disclosed in our last 10-Q, the announcement of the acquisition of Discover constituted a material business change.

Capital 130

Capital Mergers and Acquisitions Banks Taxes 130