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Kinderhook Names New Managing Directors

Private Equity Professional

Today, Mr. Keenan focuses on Kinderhook’s environmental services and automotive verticals. Mr. Bubis began his career as an analyst in the investment banking division at Bank of America Merrill Lynch. From 2015 to 2016 he was with Roundtable Investment Partners and returned to Kinderhook as a vice president in 2017.

Legal 130
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Top 25 Lower Middle Market Investment Banks | Q1 2023

Axial

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.

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Aon Plc (AON) Q4 2023 Earnings Call Transcript

The Motley Fool

Most notably, we're executing our 3x3 plan to leverage our risk capital and human capital structure and capability, embed the Aon client leadership model across the firm, and utilize Aon Business Services to set a new standard of innovation in client service. All these are examples of our 3x3 plan in action.

Capital 130
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Aon Plc (AON) Q3 2024 Earnings Call Transcript

The Motley Fool

Together, we're executing our 3x3 Plan on each of the three pillars, delivering risk capital and human capital solutions through the Aon client leadership model, scaled by our Aon Business Services operating platform. And as we think about Aon Business Services, our data and analytics were a meaningful part of this win.

Taxes 130
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Citigroup (C) Q3 2024 Earnings Call Transcript

The Motley Fool

While we continue to make substantial investments in our transformation, the efficiencies gained from our simplification and other efforts drove a 2% reduction in overall expenses. Turning to the five businesses. Services delivered a record quarter with revenues up by 8%. It was a particularly pleasing quarter in banking.

Banks 130
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Citigroup (C) Q3 2023 Earnings Call Transcript

The Motley Fool

Our revenues were up 10% ex divestitures, and each of our 5 core interconnected businesses posted revenue growth. Let's start with our fastest-growing business, services. Half of that growth was business drivers and the other half rates. And finally, banking revenues. TTS was up 12% from a year ago.

Banks 130
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Transcript: Peter Mallouk, Creative Planning

The Big Picture

And I would do legal work for their clients, or give tax advice or do planning or investments. We never used hedge funds, but we used private equity, you know, private lending, you know, very early on for an RIA, we were doing legal tax investments, trust services, planning, all under one roof.