Private Equity Insights

MARCH 26, 2025

Lanel, a veteran of the investment banking sector with over 30 years of experience, will focus on originating and executing GP-led deals, including continuation vehicles. His appointment comes as continuation funds increasingly become a mainstream exit route for private equity managers.

Private Equity Managers 147

Private Equity Managers Funds Banks Investment Banks 147

PE Hub

OCTOBER 24, 2023

Prior to joining Fulcrum in 2015, Morrison spent five years in the investment banking division at Scotiabank. The post Fulcrum Capital Partners promotes James Morrison to partner appeared first on PE Hub.

Capital 164

Capital Investment Banks Investment Banking Banks 164

Private Equity Professional

OCTOBER 29, 2024

investment banking team as a managing director within the technology, media, marketing, and information services (TMMIS) group. The firm’s diverse team of capital markets and advisory professionals has deep industry and transactional expertise in key growth sectors of the global economy.

Mergers and Acquisitions 100

Mergers and Acquisitions Investment Banks Investment Banking Consulting 100

Private Equity Insights

FEBRUARY 28, 2025

The investment bank has not provided further details on the status of the process. JPMorgan, which is advising Stroeer on the sale, continues to explore interest from alternative bidders. Source: Private Equity Wire If you think we missed any important news, please do not hesitate to contact us at news@pe-insights.com.

Due Diligence 147

Due Diligence Buyout Investment Banks Investment Banking 147

Private Equity Wire

DECEMBER 11, 2024

Bowmark Capital, a private equity investment firm focused on technology, data and services companies, has strengthened its team with the appointments of Monty Ismail as an Investment Director and Matthew Grady as an Investment Executive. Previously, he spent eight years as an M&A adviser at Barclays Investment Bank.

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Investing Consulting Consultants Banks 98

Private Equity Insights

JANUARY 31, 2025

The Big Ten Conference is exploring private equity investment opportunities, signaling a shift in its approach to college sports financing. Investment bank Evercore, retained by the conference, has received initial offers from private equity firms, though details remain undisclosed. Can’t stop reading?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Investing Investment Banks 130

Private Equity Wire

JANUARY 14, 2025

The California-based company is collaborating with investment banks Goldman Sachs and Jefferies to explore its alternatives, including the possibility of an initial public offering, the unnamed sources have said, cautioning that these discussions are in the early stages, and no deal is guaranteed.

Exit Strategy 96

Exit Strategy Initial Public Offering Amortization Depreciation 96

Private Equity Professional

DECEMBER 2, 2024

Aquilo Partners , a life sciences-focused investment bank with offices in San Francisco, Boston, and New York City, served as the financial advisor to DURECT Corporation. Senior debt financing for the transaction was provided by Byline Bank , with mezzanine debt from Brookside Capital Partners.

Debt 130

Debt Banks Investment Banking Investment Banks 130

The Motley Fool

DECEMBER 15, 2023

One leading BDC that has consistently outperformed the S&P 500 is Ares Capital (NASDAQ: ARCC). What makes Ares Capital different? Ares Capital sits in a unique position in the BDC world. BDCs typically compete with banks and even venture capital or private equity funds depending on the deal structure.

Mergers and Acquisitions 246

Mergers and Acquisitions Exchange-Traded Funds Banks Financial Institutions 246

The Motley Fool

JUNE 8, 2024

One area of the market you should consider investing in is capital markets. Here are three no-brainer capital markets stocks to scoop up today. Companies considering an IPO put those plans on ice until capital market conditions were more favorable. In the first quarter, Goldman's investment banking fees grew 32%.

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Capital Initial Public Offering Banks Investment Banks 130

Private Equity Insights

MARCH 15, 2024

Nordic Capital is weighing a sale of German regulatory software firm Regnology, in a deal which could value the business at up to 3 billion euros ($3.27 Read more Nordic Capital considers sale of regulatory tech firm Regnology Nordic Capital is weighing a sale of German regulatory software firm Regnology, in a deal which.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Buyout 130

Axial

FEBRUARY 17, 2025

We will continue to enable Core to grow by leveraging our MechanAir shared services, our other brands in the Chicagoland market, and continue to provide the necessary capital to support growth on larger contracts. is a commercial heating, ventilation, plumbing and mechanical maintenance services business with offices in Chicago.

Capital 52

Capital Investment Banks Investment Banking Banks 52

The Motley Fool

JUNE 10, 2024

Thus the public does not know if there are individuals who own more stock than Jamie Dimon but who just don't have to be listed in public filing as beneficial owners.

Banks 246

Banks Investment Banks Investment Banking Assets 246

Private Equity Professional

MAY 22, 2024

Former Goldman Sachs partner Jo Natauri has launched Invidia Capital Management in New York City to invest in upper-middle market healthcare companies. In tandem with the launch, Invidia has received an investment from GCM Grosvenor. She joined Goldman Sachs as… This content is for members only.

Capital 113

Capital Investing Investment Banks Investment Banking 113

The Motley Fool

NOVEMBER 2, 2024

From software company to investment bank? The plan, quite simply, is to transform MicroStrategy from an enterprise software company into an investment bank. As Saylor notes: "The endgame is to be the leading Bitcoin bank, or merchant bank, or you could call it a Bitcoin finance company."

Investment Banks 246

Investment Banks Investment Banking Banks Assets 246

Private Equity Wire

NOVEMBER 15, 2024

Insight Partners, Blackstone, and Clearlake Capital, the joint owners of Diligent Corporation, are considering strategic options for the corporate governance software provider, including a potential sale that could value the business at around $7bn, including debt, according to a report by Reuters.

Private Equity Firms 84

Private Equity Firms Private Equity Firms Leveraged Buyouts Stock Exchanges 84

Private Equity Insights

DECEMBER 22, 2023

Buyout firm Levine Leichtman Capital Partners has hired investment bank Robert W. read more Levine Leichtman Capital Partners explores 2bn sale of tropical smoothie cafe The private equity owner of Tropical Smoothie Cafe is preparing to put the U.S. amid interest. restaurant chain.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Initial Public Offering 130

Private Equity Professional

NOVEMBER 14, 2024

Siguler Guff & Company is providing unitranche debt capital and equity to support Branford Castle’s acquisition of Testek. Testek was advised on the sell-side by Kroll investment banking. © 2024 Private Equity Professional | November 14, 2024

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Enterprise Values Investment Banking Investment Banks Debt 130

The Motley Fool

SEPTEMBER 8, 2024

It includes a diverse array of industries, from big banks to regional banks, investment banking, insurance providers, payment processors, financial exchanges, and more. Similarly, investment banks and venture capital firms may prefer lower capital costs to spur merger and acquisition activity.

Banks 240

Banks Mergers and Acquisitions Exchange-Traded Funds Venture Capital 240

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.

Mergers and Acquisitions 96

Mergers and Acquisitions Asset Management Finance Financing 96

The Motley Fool

JANUARY 31, 2024

Microsoft (NASDAQ: MSFT) is the world's second-largest company in terms of market capitalization, valued at $3 trillion as of this writing. Additionally, Microsoft is looking to capitalize on the growing demand for cloud-based AI services. The good part is that Microsoft's Azure OpenAI service has already gained solid traction.

Investment Banks 244

Investment Banks Investment Banking Banks Prospects 244

The Motley Fool

JULY 16, 2024

Beyond that, investment bank Morgan Stanley anticipates explosive growth, with the total addressable market potentially reaching a staggering $1 trillion by 2040. However, Archer's strategic partnerships, capital-efficient approach, and innovative aircraft design position it as a top contender in this high-growth industry.

Banks 245

Banks Stakes Investment Banks Investment Banking 245

Private Equity Professional

JANUARY 8, 2025

BlackRock made headlines in late 2024 through the firms acquisition of HPS Investment Partners , backed by their expectation that the private debt market will more than double to $4.5 In late 2024, Wendel Group acquired a majority stake in Monroe Capital , and Third Point (Dan Loebs hedge fund) acquired AS Birch Grove.

Mergers and Acquisitions 100

Mergers and Acquisitions Finance Financing Banks 100

The Motley Fool

JANUARY 5, 2024

Investing $100,000 in the three ultra-high-yield BDCs discussed below could generate $10,000 of passive income for your portfolio this year. Hercules Capital: 11.5% dividend yield Hercules Capital (NYSE: HTGC) is a prominent BDC that lends money to companies in the technology, life sciences, and energy sectors. Ares Capital: 9.6%

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

Private Equity Wire

NOVEMBER 27, 2024

Profit with Purpose investment firm LeapFrog Investments has held the final close of its fourth fund (Fund IV) with capital commitments and designated co-investments totalling $1.02bn, ahead of its original $1bn target.

Funds 98

Funds Education Financial Institutions Asset Management 98

The Motley Fool

FEBRUARY 13, 2024

Rithm Capital (NYSE: RITM) currently offers investors a monster dividend. The real estate investment trust (REIT) pays them $1 per share in dividends each year. The stock has lost nearly 40% of its value over the past five years, and that's something Rithm Capital wants to change. In the fourth quarter, we closed on Sculptor.

Asset Management 241

Asset Management Shareholders Assets Banks 241

The Motley Fool

AUGUST 21, 2023

Not only do they invest money from ultra-wealthy clients, but they also throw massive amounts of leverage (borrowed capital) into the mix for precarious bets. The end result can be incredibly lucrative or devastating -- the late 1990s downfall of Long-Term Capital Management being one prime example.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Funds Stock Exchanges 246

The Motley Fool

APRIL 16, 2024

Investment banking saw a nice rebound this quarter. billion in investment banking fees and grew 35% from the first-quarter 2023. In addition, our results reflect the benefits of investments beta, our middle-market investment banking teams and dual-coverage teams. We delivered nearly $1.6

Banks 246

Banks Taxes Investment Banks Investment Banking 246

The Motley Fool

APRIL 28, 2024

Hercules Capital Hercules Capital (NYSE: HTGC) is a business development company (BDC). Ares Capital Another prominent BDC is Ares Capital (NASDAQ: ARCC). Unlike Hercules, Ares doesn't typically work with high-profile tech companies that have raised funds from venture capital firms. Image source: Getty Images.

Leveraged Buyouts 244

Leveraged Buyouts Due Diligence Buyout Venture Capital 244

The Motley Fool

JULY 12, 2024

Pershing Square USA will have no assets to start, other than a relatively small amount of cash on hand that will cover the investment banking expenses related to the IPO itself. The idea is that the fund will essentially be a publicly traded hedge fund, but with lower fees and quicker access to capital.

Hedge Funds 242

Hedge Funds Fee Structure Accredited Investors Management Fees 242

The Motley Fool

MARCH 26, 2025

Jefferies Financial Group (NYSE:JEF) , a prominent player in the investment banking industry and the capital markets, announced its fiscal 2025 first-quarter results on March 26. Significant segments such as investment banking and asset management are pivotal to Jefferies' business strategy. billion $1.86

Investment Banks 130

Investment Banks Investment Banking Banks Asset Management 130

The Motley Fool

SEPTEMBER 28, 2024

The investment bank forecasts that generative AI alone could drive $200 billion to $300 billion in annual cloud spending by the end of the decade. Investment banking firm Piper Sandler estimates that Microsoft 365 Copilot alone could generate $10 billion in annual revenue for the company by 2026.

Investment Banks 246

Investment Banks Investment Banking Banks Accounting 246

The Motley Fool

JUNE 13, 2024

Even if your priority is growth -- or capital appreciation -- most investors' portfolios benefit from the occasional cash bump. Also bear in mind that everything working against the banking business this time is cyclical. As long as there's money, the world's going to need banking services. Like dividends? It will do so again.

Banks 242

Banks Shareholders Capital Business Development Companies 242

The Motley Fool

JULY 14, 2023

The EV company said this was due to its terminating of a distribution agreement of those shares with a pair of investment banks, JPMorgan Chase unit J.P. While no investor likes when a company shuts off a money tap, Fisker is not in desperate need of capital. Morgan Securities and Cowen.

Investment Banks 246

Investment Banks Investment Banking Finance Financing 246

The Motley Fool

OCTOBER 24, 2024

Analysts at the investment bank Morgan Stanley project the global urban air mobility market to reach $1 trillion by 2040, as electric air taxis promise to transform how people move through congested cities. The Japanese auto giant will own over 20% of Joby once the second part of this investment tranche is funded in 2025.

Investment Horizon 246

Investment Horizon Stakes Investment Banks Investment Banking 246

The Motley Fool

DECEMBER 13, 2023

Additionally, Bank of America offers wealth and investment management services, providing investment advice and solutions on things like brokerage and retirement products. Finally, its investment banking business provides advisory and underwriting on equity and debt instruments. times its tangible book value , 2.47

Banks 223

Banks Investment Banks Investment Banking Assets 223

The Motley Fool

JANUARY 19, 2024

Investment bank UBS predicts that sales of AI-focused graphics processing units (GPUs) and chips could rise 60% annually between 2022 and 2027. The investment banking firm also adds that semiconductor companies could witness a 25% jump in revenue and a 50%-plus jump in operating profit in 2024. Let's find out.

Investment Banks 246

Investment Banks Investment Banking Banks Prospects 246