The Motley Fool

APRIL 28, 2024

In an age when just about anything can be accomplished online, the idea of going to a brick-and-mortar bank to complete a basic transaction is not appealing. SoFi went public a few years ago following a merger with a special purpose acquisition company (SPAC) led by billionaire investor Chamath Palihapitiya. Until now, that is.

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Private Equity Wire

NOVEMBER 4, 2024

He began his career in investment banking at Citi/Salomon Smith Barney in New York and Singapore focusing on mergers and acquisitions and financings.

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The Motley Fool

DECEMBER 31, 2023

Financial industry disrupter SoFi (NASDAQ: SOFI) has been a rare bright spot among the hundreds of companies that went public via reverse mergers with special purpose acquisition companies during the 2021 SPAC boom. With about $28 billion in assets, SoFi is roughly the size of Simmons Bank or Glacier Bancorp.

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Mergers and Acquisitions Banks Assets Accounting 246

The Motley Fool

MARCH 15, 2024

A surprising leader in online banking If someone had told you 20 years ago that General Motors ' financial arm would become one of the top online banks in the U.S., The bank's average cost of funding (mostly deposits) is 4.35%, even with a reasonable amount of loan defaults, which leaves a pretty solid margin.

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Mergers and Acquisitions Banks Conglomerates Financial Services 241

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

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

The Motley Fool

FEBRUARY 22, 2024

billion acquisition could bring big changes to credit card customers. That means Discover (unlike most banks) can make extra money from credit card processing fees that are paid by merchants (restaurants, stores, and other retailers). You know how most banks have a Visa or Mastercard logo on front of the bank's credit card?

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The Motley Fool

APRIL 23, 2024

After a two-year slump, investment banking looks like it's entering the early stages of a recovery. Investment banks reported earnings growth of double-digit percentages in the first quarter, driven by strong initial public offering ( IPO ) markets and a pick-up in debt underwriting. It wasn't entirely by choice.

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The Motley Fool

APRIL 17, 2024

Shares of VinFast Auto (NASDAQ: VFS) , the Vietnamese vehicle maker that went public in a merger with a special purpose acquisition company ( SPAC) last summer, tumbled 11.5% million left in the bank. through 11 a.m. ET Wednesday after reporting big misses on both sales and earnings for its first fiscal quarter of 2024.

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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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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

DECEMBER 15, 2023

BDCs typically compete with banks and even venture capital or private equity funds depending on the deal structure. By taking a different approach, Ares is not only carving out a niche in the world of BDCs, but it has found a way to tap into the types of activities usually handled by traditional investment banks. Data source: YCharts.

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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?

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Banks Mergers and Acquisitions Assets Investment Banks 130

The Motley Fool

FEBRUARY 12, 2025

Bank of America (NYSE: BAC) has done a great job at winning over investors in recent times. The second-largest bank in the U.S. Bank of America is a diversified giant. Corporations can raise equity or debt financing, and even get advice on mergers and acquisitions. Bank of America's profitability is notable.

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Banks Mergers and Acquisitions Stakes Debt 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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Private Equity Insights

DECEMBER 15, 2023

This acquisition marks a significant move in the Japanese pharmaceutical market and presents a potential opportunity for CVC to expand and re-list the company in the foreseeable future. CVC’s acquisition of Sogo Medical reflects the confidence in the Japanese healthcare market and its potential for future growth.

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Mergers and Acquisitions Private Equity Firms Private Equity Firms Capital 204

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

DECEMBER 4, 2024

Meteoric rise The financial sector had a rocky 2023, driven by the March 2023 banking crisis that saw some small to midsize banks fail and pressure the entire sector. The following table shows the P/E ratios of top payment processors and investment banks -- which are all top 10 holdings in the Vanguard Financials ETF.

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The Motley Fool

SEPTEMBER 9, 2024

You might be wondering if a BDC is just a fancy term for a bank. I think Hercules offers a level of flexibility that most traditional banks simply aren't willing to offer. A middle-market business may be turned away from a bank or will not be able to get as high of a loan as it's looking for. Well, not exactly.

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AltAssets

JULY 27, 2023

Banc of California and PacWest Bancorp have announced a pivotal merger and a $400m equity investment from Warburg Pincus and Centerbridge. This strategic union will create a leading, relationship-focused business bank in California.

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Banks Mergers and Acquisitions Financial Services Investing 98

The Motley Fool

AUGUST 23, 2024

After acquiring just over 2,000 properties from the merger with Spirit Realty, Realty Income's property portfolio has grown to around 15,500 properties. Assuming the lower interest rates allow Realty Income to refinance debt or fund more projects and acquisitions, lower rates should help boost profits. Its dividend return of around 5.3%

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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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The Motley Fool

MARCH 21, 2024

SoFi stock: Down 26% this year and 73% from its high Jennifer Saibil : SoFi has been demonstrating fantastic growth since it went public in 2021 through a merger with a special purpose acquisition company (SPAC). But SoFi is demonstrating much higher growth than the typical, established bank stock.

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Mergers and Acquisitions Amortization Depreciation Earnings Before Interest 246

The Motley Fool

NOVEMBER 26, 2023

of its public equity portfolio and making it the fifth largest position behind Apple , Bank of America , American Express , and Coca-Cola. of its public equity holdings, which would be the second largest position behind Apple and ahead of Bank of America if it were the same company. The report showed that Berkshire held 110.25

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Mergers and Acquisitions Banks Leveraging Debt 240

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

Private Equity Wire

OCTOBER 15, 2024

Banks are at risk of losing out on significant underwriting fees from two of Europe’s largest buyout deals, as private-equity firms are adjusting debt terms mid-process, affecting their ability to generate revenue, according to a report by Bloomberg. This clause would otherwise require new debt to be issued after the acquisition closes.

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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 Banks 98

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.

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Banks Debt Mergers and Acquisitions Financing 95

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.

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Collateral Investors Mergers and Acquisitions Initial Public Offering 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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The Motley Fool

DECEMBER 26, 2023

The central bank's leaders pointed to supply chain disruptions as the primary culprit, and they predicted that the inflationary pressures would be temporary. Corporations and governments took advantage of ultra-low interest rates and issued debt to fund operations, mergers and acquisitions, and other projects. Chart by author.

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The Motley Fool

AUGUST 11, 2024

Recursion runs millions of experiments and banks the data they throw off. Wait and see Exscientia isn't Recursion's first technology acquisition since it went public with a promise to make drug discovery more efficient. Then, the company mines its data trove for potential new drug targets. billion as of June 30, 2024.

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Initial Public Offering Banks Returns Investors 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.

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

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).

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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 Assets Financing 246

The Motley Fool

DECEMBER 22, 2023

SoFi stock: Down 61% from its high Jennifer Saibil : I was wary of the hype surrounding SoFi Technologies (NASDAQ: SOFI) when it went public through a merger with a special purpose acquisition company ( SPAC ) in June of 2021. It acquired Golden Pacific Bancorp in 2022, and with it, a bank charter.

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Mergers and Acquisitions Amortization Depreciation Earnings Before Interest 246

The Motley Fool

JULY 20, 2023

Betting on mergers and acquisitions? Perhaps nobody feels the pain of 2023's dealmaking slump worse than so-called merger arbitrage traders, or hedge funds that essentially bet on the success of M&A deals, according to an analysis published Thursday by the Financial Times. In this economy?

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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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