The Motley Fool

FEBRUARY 27, 2024

This can require lots of effort when it comes to performing due diligence, and there's always the risk that you could be wrong. Investing $100,000 (split evenly) across these three leading BDCs could add $10,000 of dividend income to your portfolio this year. Hercules Capital: 10.3% Ares Capital: 9.6%

Leveraged Buyouts 130

Leveraged Buyouts Due Diligence Initial Public Offering Exchange-Traded Funds 130

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.

Mergers and Acquisitions 100

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

Axial

OCTOBER 26, 2023

Axial is excited to release its Q3 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q3. In Q3, 571 sell-side investment banks and M&A advisors brought a total of 2,360 deals to market.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Private Equity Wire

JANUARY 30, 2024

Some 54% of the leaders and top-level executives, including Chief Operating Officers, Managing Partners, and Chief Investment Officers at large private equity firms surveyed for the report said they are targeting either a “pure” AI business or a company that creates AI-infused products.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Due Diligence Law Firms 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

Axial

FEBRUARY 15, 2024

When we surveyed Axial’s Investment Banking membership on the topic of exit preparation, we asked a wide range of questions with the hope of distilling the best tips and insights for exit-curious business owners. This is issue 4 of a 5-part series featuring the Investment Bank survey results.

Due Diligence 64

Due Diligence Education Investment Banking Investment Banks 64

Axial

JUNE 15, 2023

ACT Capital Advisors Alvarez & Marsal Capital Partners SF&P Advisors Newbury Franklin FOCUS Investment Banking Pinewell Capital Cornerstone Business Services, Inc. Peakstone Group SouthWorth Capital Meritage Partners, Inc. AEC Equities, Inc.

Mergers and Acquisitions 52

Mergers and Acquisitions Due Diligence Deal Origination Investment Banking 52

Pension Pulse

AUGUST 8, 2023

He also spent 25 years in investment banking at Japanese dealer Nomura Securities, German lender Deutsche Bank AG and U.S.-based Previously, Michael spent over 25 years in investment banking, working across asset classes, in various roles at Nomura Securities, Deutsche Bank and Morgan Stanley. billion ($3.72

Venture Capital 52

Venture Capital Capital Pension Funds Startups 52

The Private Equiteer

SEPTEMBER 20, 2022

Courses are not strictly necessary but very helpful for candidates who have not gone through investment banking analyst programs. Wall Street Prep Premium Package As above, this program has hours upon hours of material covering all the basic types of modeling you would expect an investment banking or private equity analyst to know.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Investment Banking 52

Axial

DECEMBER 22, 2023

In venture capital, there’s the product demo and 10-slide pitch deck. In the world of M&A, it’s the “investment teaser”. 3 Investment Banking League Tables These league tables reveal the top 25 investment banks that were active on the Axial platform in the first three quarters of 2023.

Due Diligence 52

Due Diligence Investment Banking Investment Banks Banks 52

Axial

DECEMBER 16, 2024

With this in mind, lets take a detailed look at the preparations to consider while planning your exit: Define Your Motivations for Selling and Set Your Goals One respondent to our Investment Banking survey, Chris Perfect from Concept and Perspective , views motivations and goal-setting as foundational to the exit planning phase.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Accounting 40

Trivest Partners

NOVEMBER 1, 2022

November SPOTLIGHT Mike Skaff Managing Director FIRM OVERVIEW Seneca works closely with family offices and institutional capital partners to invest in profitable businesses based in the U.S. Seneca Partners was formed in 1999 as a merchant bank, doing both investment banking and investing into privately held companies.

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Investment Banking 40

The Big Picture

DECEMBER 5, 2023

And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. There was no m and a departments in any investment bank really until the very late seventies. And I was fortunate to be accepted to both.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Pension Pulse

SEPTEMBER 28, 2023

Under the SIA, Costa will be subject to customary exclusivity obligations, including no shop, no talk and no due diligence obligations (the latter two subject to a customary fiduciary exception), notification obligations and a matching right. Overland Advisors is targeting a minimum of $5 billion in investible capital, including $2.5

Shareholders 52

Shareholders Financing Finance Banks 52

The Big Picture

OCTOBER 31, 2023

Typically, when you’re invested in, in a hedge fund or private equity, you agree to be locked up for a certain period of time. There are occasional windows or gates that open and you could take some capital out. Generally we have a one to maybe two year lockup where you can, you can’t access that capital.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Big Picture

JULY 26, 2022

When I hear someone has an engineering degree, I tend to think of venture capital, not private equity. Well, you have to have a certain track record, be around for certain length of period, be able to check all of their due diligence boxes, and that takes time and money. They could have been in investment banking.

Consultants 119

Consultants Consulting Private Equity Firms Private Equity Firms 119

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. It was underwriting, you know, it was like doing investment banking, underwriting public offerings. And he lost.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

Sara Grillo

MAY 8, 2023

Policy lapse results in phantom income tax on the entire amount of the capital gain in the policy, plus there is the disappointment of having an asset you counted on (maybe to retire) go to zero. The fair market value of the cap is what the carrier paid the investment bank to buy the 10% cap. Here’s why that stinks.

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

JANUARY 24, 2023

 The transcript from this week’s, MiB: Steven Klinsky, New Mountain Capital , is below. Eventually, Steve takes his experience and knowledge and stands up his own firm, New Mountain Capital, which is one of the largest private equity shops in the world. It was between corporate law and investment banking. KLINSKY: Yeah.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

FEBRUARY 28, 2023

I found David Layton, CEO of the firm, to be very thoughtful and very much different in how he thinks about risk-reward liquidity, various market sectors, processes, just the whole gestalt of we are a steward of capital with our clients, and we are aligned with those clients. It was really a fascinating conversation. RITHOLTZ: Right.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

Private Equity Wire

APRIL 1, 2025

AGL Credit Management, Barclays private credit partner, has struggled to attract fresh investor capital nearly a year after announcing its strategic partnership with the bank, dampening expectations that the tie-up would bolster Barclays ability to compete in the $1.6tn private credit market, according to a report by the Financial Times.

Leveraged Buyouts 73

Leveraged Buyouts Due Diligence Funds Buyout 73

The Big Picture

MARCH 12, 2024

And we said, let’s just take a little detour here and make sure we understand the credit risk of these things before we sort of travel, start making markets and banking and, and, and really making these a core part of our business. There were financial experiments where the borrower hadn’t been through due diligence.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Big Picture

DECEMBER 20, 2022

It’s just a fascinating conversation about looking at the world from both bottoms up and top-down, as well as thinking about what valuations are like, how likely are macro events, the impact you’re getting not just the return on capital, but as famously said in fixed income, a return of your capital. I’m like 25 years old.

Hedge Funds 64

Hedge Funds Debt Banks Assets 64

The Motley Fool

JANUARY 29, 2025

During the fourth quarter and through yesterday, we repurchased over $425 million worth of MSCI shares in alignment with our shareholder-centric capital allocation policy. We also completed large index deals with two of the world's top investment banks, which Baer will discuss shortly. Turning finally to asset managers.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

Pension Pulse

NOVEMBER 22, 2024

Mr. Adani and two other defendants “lied about the bribery scheme as they sought to raise capital from U.S. Over 20 years ago, I used to invest in top hedge funds for CDPQ and had to conduct thorough investment and operational risk due diligence and fraud was a major concern. and international investors.”

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 59

The Big Picture

APRIL 11, 2023

DAMODARAN: Capital gains then were taxed with 28 percent. Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. The original research actually, the Fama-French paper argued that market capitalization was standing in as a proxy for us, that small companies were riskier than larger companies.

Education 119

Education Financing Finance Taxes 119

The Motley Fool

JANUARY 11, 2025

Many of these investors run large funds that manage billions in capital. I would never recommend investing blindly without due diligence because large hedge funds invest over different time horizons than most retail investors and with distinct goals. Should you invest $1,000 in Citigroup right now?

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Due Diligence Initial Public Offering 246

The Motley Fool

JANUARY 2, 2025

See the 10 stocks Given these impressive returns, investors should keep an eye on Berkshire's portfolio for new ideas although make sure to do your due diligence. Bank of America -- 11.3% Banks also expect to see more favorable loan growth in 2025 and better investment-banking revenues.

Due Diligence 246

Due Diligence Banks Debt Conglomerates 246