Private Equity Insights

MARCH 27, 2025

This is one of the most notable talent moves from investment banking to private credit to date, highlighting the growing shift of senior debt market professionals into the private capital space. Based in London, Ashcroft steps into the role previously held by Jurij Puth, who leaves the firm after 18 years.

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Private Equity Professional

MARCH 6, 2025

Source: H3 Manufacturing Group The companys machining services include laser cutting, sheet metal fabrication, complex welding, assembly, surface finishing, painting, and powder coating. H3 operates three facilities in Illinois, with a combined 165,000 square feet. . The firm is headquartered in Avon, Connecticut.

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Investment Banking Investment Banks Banks Capital 130

Private Equity Insights

MARCH 10, 2025

According to sources familiar with the matter, investment banks Jefferies and William Blair have been engaged to manage the sale process, expected to commence in the latter half of the year.

Private Equity Firms 165

Private Equity Firms Private Equity Firms Stakes Investment Banking 165

Private Equity Professional

OCTOBER 29, 2024

investment banking team as a managing director within the technology, media, marketing, and information services (TMMIS) group. WPP, the world’s largest advertising and marketing company, generates annual revenues exceeding $18 billion. Canaccord Genuity has announced the addition of Lance Maerov to its U.S.

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Mergers and Acquisitions Investment Banking Investment Banks Consulting 100

Private Equity Insights

APRIL 8, 2025

The new fund, managed by London-headquartered private equity firm MidEuropa, aims to invest in mid-cap companies throughout the region, with a long-term capital growth strategy. The proposed investment would represent a significant portion of the funds total projected cost of 800m.

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The Motley Fool

APRIL 11, 2025

Overview of Morgan Stanley Morgan Stanley is a major player in global financial services, offering a wide range of products and services including investment banking, securities, wealth management, and investment management. Meanwhile, the Investment Management segment reported a 16% revenue uptick to $1.6

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The Motley Fool

APRIL 15, 2025

In mid-session action, investors continued to sell out of the company's stock -- its American depositary receipts (ADRs) were down by nearly 4%, at a point when the benchmark S&P 500 (SNPINDEX: ^GSPC) was only sagging by 0.2%. On top of that, a generally stumbling global macroeconomy doesn't portend well for the company.

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Investment Banking Investment Banks Banks Returns 130

The Motley Fool

NOVEMBER 2, 2024

Right now, there are only a handful of companies with a market cap exceeding $1 trillion. So the natural assumption is that the next great $1 trillion company will be yet another tech company. But what if the next $1 trillion company is a crypto company instead? The company shows no signs of stopping anytime soon.

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Private Equity Professional

DECEMBER 2, 2024

Lafayette Instrument , a Branford Castle Partners portfolio company, has acquired the Alzet Osmotic Pump product line from publicly traded DURECT Corporation for $17.5 We are excited to work with the Lafayette management team to continue to support the company’s future growth.” million and $15 million.

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Debt Banks Investment Banking Investment Banks 130

The Motley Fool

JUNE 10, 2024

CEO Jamie Dimon owns 7,700,806 shares, according to the company's 2024 proxy statement, and they are currently worth a cool $1.5 But he's not the only one with a fortune tied up in the company's stock. See the 10 stocks » *Stock Advisor returns as of June 3, 2024 Citigroup is an advertising partner of The Ascent, a Motley Fool company.

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The Motley Fool

DECEMBER 4, 2024

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. Company P/E Ratio Forward P/E Ratio 3-Year Median P/E Ratio 5-Year Median P/E Ratio 7-Year Median P/E Ratio 10-Year Median P/E Ratio Mastercard 40.3 Bank of America 1.3

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The Motley Fool

SEPTEMBER 13, 2023

Its initial public offering (IPO) took place at the height of the bull market, and the share price went through the roof despite the fact that the company had no profits, few products, and little that differentiated it from the masses of other digital banks that were launching. However, investment banking is a new step for SoFi.

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Initial Public Offering Investment Banking Investment Banks Banks 246

AltAssets

FEBRUARY 4, 2025

Investment banking major Moelis & Company has brought in former Jefferies senior exec Matt Wesley as its global head of private funds advisory. The post Jefferies senior exec Wesley joins Moelis as global head of private funds advisory appeared first on AltAssets Private Equity News.

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Funds Investment Banking Investment Banks Banks 87

Private Equity Wire

NOVEMBER 15, 2024

KKR was advised by Morgan Stanley, Moelis & Company, UBS Investment Bank, and Simpson Thacher & Bartlett. JP Morgan Securities served as lead financial advisor for Instructure, with legal counsel from Kirkland & Ellis.

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New York Stock Exchange Education Legal Stock Exchanges 97

Private Equity Wire

NOVEMBER 22, 2024

The report cites unnamed sources familiar with the matter as revealing that the IPO, anticipated as early as the second quarter of 2025, could value the Northfield, Illinois-based company at approximately $50bn. In 2021, the company was acquired in a $34bn deal by Blackstone, Carlyle, and Hellman & Friedman.

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Initial Public Offering Private Equity Firms Private Equity Firms Investment Banking 90

The Motley Fool

NOVEMBER 22, 2024

An effective thumbs-down from an influential investment bank before the week kicked off was a major reason for the drop. A top investment bank takes flight once again That bank is none other than Goldman Sachs , which has relaunched its coverage of U.S. airline stocks. Then you’ll want to hear this.

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Investment Banking Investment Banks Banks Companies 243

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.

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Exit Strategy Initial Public Offering Amortization Depreciation 96

The Motley Fool

OCTOBER 24, 2024

The investment bank predicts that the S&P will only produce an average annual return of 3% over the next decade. It cited the large concentration of top tech companies among the S&P's top 10 holdings as well as a higher starting point for the index after recent strong returns. Image source: Getty Images.

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Investing Exchange-Traded Funds Investment Banking Investment Banks 245

Private Equity Professional

NOVEMBER 14, 2024

The company, led by CEO Bruce DeWitt, was founded in 1969 and is headquartered in Wixom, Michigan, near Detroit. The company’s leading position in the market, along with its proprietary capabilities, make it a terrific platform for growth.” Hoffman Engineering was acquired from Trident Maritime Systems , a portfolio company of J.F.

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Enterprise Values Investment Banking Investment Banks Debt 130

The Motley Fool

MAY 4, 2024

Despite nearly doubling over the past 12 months, Eli Lilly stock still has heaps of upside according to investment bank analysts who follow the century-old pharmaceutical giant. Barclay's , an investment bank, recently raised its price target on the pharma giant to $913 per share. billion for Novo Nordisk.

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Investment Banking Investment Banks Banks Returns 241

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.

Investing 98

Investing Consulting Consultants Banks 98

The Motley Fool

JUNE 19, 2023

Speaking at an investor conference, one of the company's executives said the company was seeing an uptick in seniors who are undergoing elective surgeries that they had delayed during the pandemic. For the full year, the company expects its MBR to land between 84.2% As a result, second-quarter earnings could be affected.

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Investment Banking Investment Banks Banks Investors 262

Private Equity Info

JANUARY 3, 2025

Private equity firms continue to leverage add-on acquisitions as a strategic tool to accelerate growth, achieve synergies, and expand market reach for their portfolio companies. By targeting niche players within key industries, PE-backed platforms are reshaping competitive landscapes and driving significant value creation.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Companies Portfolios 130

The Motley Fool

APRIL 10, 2025

Learn More A bull makes a cut Well before market open, Kash Rangan from influential investment bank Goldman Sachs reset his fair value assessment on ServiceNow. After all, the company has substantial business with public-sector clients, which will be affected by the government's current push to downsize.

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Investment Banking Investment Banks Banks Returns 225

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.

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Investment Banking Investment Banks Banks Prospects 246

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. It is now the sixth-largest company in the world, valued at $1.5 As a result, Microsoft customers can develop generative AI applications without investing in expensive hardware.

Investment Banking 244

Investment Banking Investment Banks Banks Prospects 244

The Motley Fool

SEPTEMBER 8, 2024

Although Berkshire is known for its public equity investments in companies like Apple and Coca-Cola , the value of the rest of the business is actually much higher. In fact, Berkshire's holdings in public companies are worth about $320 billion compared to the $1.026 trillion market cap for Berkshire as a whole.

Banks 240

Banks Mergers and Acquisitions Exchange-Traded Funds Venture Capital 240

The Motley Fool

JULY 18, 2024

banks, and for the most part, the numbers looked strong. Earnings and revenue grew by 25% and 20%, respectively, year over year, and investment-banking revenue jumped by more than 50%. Revenue grew by 20% year over year led by investment banking fees and 21% growth in equities trading revenue.

Investors 245

Investors Banks Investment Banking Investment Banks 245

The Motley Fool

DECEMBER 15, 2023

Business development companies (BDCs) can be a great source of dividend income, in part because they are required to pay out at least 90% of their taxable income each year as dividends. BDCs typically compete with banks and even venture capital or private equity funds depending on the deal structure. Data source: YCharts.

Mergers and Acquisitions 246

Mergers and Acquisitions Exchange-Traded Funds Banks Financial Institutions 246

The Motley Fool

SEPTEMBER 28, 2024

Companies across the globe have been using cloud services to train AI models for their specific purposes. 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. The company's AI-specific services gained impressive traction.

Investment Banking 246

Investment Banking Investment Banks Banks Accounting 246

The Motley Fool

NOVEMBER 22, 2024

A pundit stands by his buy On Wednesday, white-shoe investment bank Morgan Stanley published a new note on the company authored by Matthew Cost. Cost's latest take on the highly specialized tech company came after a series of investor meetings with CEO Matt Bromberg. Then you’ll want to hear this.

Investment Banking 246

Investment Banking Investment Banks Banks Investors 246

The Motley Fool

NOVEMBER 6, 2024

Progressive (NYSE: PGR) , the insurance company perhaps best known for its quirky TV ads, had a fine Wednesday on the stock market. It reiterated its existing buy recommendation on the company's shares and slightly increased its price target on them. Goldman feels that the company will enact a "modest" increase in its ad spending.

Prospects 242

Prospects Investment Banking Investment Banks Banks 242

The Motley Fool

SEPTEMBER 25, 2024

The company's AI solutions have been gaining traction with enterprise and government customers, fueling strong sales and profit growth. The headliner was the company's U.S. The company puts on AIP boot camps , pairing business and government customers with Palantir engineers to create solutions to real-world problems.

Investment Banking 246

Investment Banking Investment Banks Banks Accounting 246

The Motley Fool

JULY 8, 2024

The trend is the gnawing investor hunger for companies involved in the development of artificial intelligence (AI) , and the high-profile chip maker is front and center of this. Meanwhile, on the first day of the trading week, influential white shoe investment bank Morgan Stanley raised its price target on Taiwan Semiconductor.

Banks 246

Banks Investment Banking Investment Banks Stock Market 246

The Motley Fool

SEPTEMBER 30, 2024

As proof, the company holds between 70% and 95% market share in AI chips, according to analysts. Phil Panaro at Boston Consulting Group believes Nvidia's next-generation GPU, called Blackwell, will further reinforce the company's dominance in AI as the new chips start to percolate the market in the fourth quarter.

Consulting 246

Consulting Consultants Investment Banking Investment Banks 246

The Motley Fool

APRIL 18, 2024

Coca-Cola Yes, The Coca-Cola Company (NYSE: KO) is such a predictable stock suggestion that it's almost cliché. You know the company as the name behind its popular namesake cola. There are couple of important things you may not know about The Coca-Cola Company, however. Take investment banking as an example.

Initial Public Offering 246

Initial Public Offering Banks Investment Banking Investment Banks 246

The Motley Fool

NOVEMBER 14, 2023

Shares of electric air taxi company Archer Aviation (NYSE: ACHR) soared 10.2% ET on Tuesday, marking its second straight day of gains after Deutsche Bank predicted the stock would double. The company announced plans to raise an additional $70 million through issuances of new stock on Monday. through 10:15 a.m.

Banks 263

Banks Investment Banking Investment Banks Accounting 263