The Motley Fool

NOVEMBER 8, 2024

Key verticals to call out includes life science and healthcare, emerging markets, and, notably, financial services and software and biotech, which both returned to sequential growth this quarter. Moving to our vertical performance, financial services increased 3.3% to Q3 GAAP EPS. Moving on to a few operational metrics.

Taxes 130

Taxes Financial Services Consulting Consultants 130

Diamond Consultants

JUNE 23, 2022

Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. In 2021, Cetera Financial Group acquired Voya Financial Advisors. So what does an IBD advisor do next?

Due Diligence 52

Due Diligence Education Financial Services Assets 52

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. Fortune Financial evaluates various due diligence areas such as the track record, reputation and fees associated with these platforms to make an informed decision.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. Fortune Financial evaluates various due diligence areas such as the track record, reputation and fees associated with these platforms to make an informed decision.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Sara Grillo

DECEMBER 22, 2023

Please conduct your own due diligence and come to your own decision. Also, I am under no obligation to update this list and the conditions of service offered by these firms may change over time without being reflected here. If you have questions about anyone on this list, let me know. Sara G Sources Rostad, Knut. (9

Due Diligence 52

Due Diligence Consulting Consultants Legal 52

Axial

MAY 4, 2023

We closed 32 deals in 2022 in various industries, including manufacturing, distribution, e-commerce, logistics, consulting and healthcare; generating $619 million in liquidity for our clients. We specialize in providing services to the printing, packaging and allied graphic arts industries with an emphasis on mergers and acquisitions.”

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Sara Grillo

MAY 16, 2022

I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry.

Assets 52

Assets Due Diligence Consulting Consultants 52

Sara Grillo

JUNE 12, 2023

It requires care, skill, prudence, and due diligence (a best interests standard of care) to be followed when selling insurance. New York State Department of Financial Services. If fiduciaries were to behave as fiduciaries there would be fewer issues with these life insurance illustrations! 2017, Nov 15). And 0:30:26.4

Due Diligence 59

Due Diligence Consulting Consultants Accounting 59

Pension Pulse

JUNE 1, 2023

A unique collaboration to build sustainable finance Innocap, a global leader in managed account platforms, will act as the investment fund manager for the Investi Fund and will provide a rigorous institutional framework for due diligence, risk management, and ongoing monitoring. In 2020, Ms. This will not be your typical ESG fund.

Finance 52

Finance Financing Due Diligence Funds 52

Axial

JANUARY 30, 2024

We closed 32 deals in 2022 in various industries, including manufacturing, distribution, e-commerce, logistics, consulting and healthcare; generating $619 million in liquidity for our clients. We specialize in providing services to the printing, packaging and allied graphic arts industries with an emphasis on mergers and acquisitions.”

Investment Banks 105

Investment Banks Investment Banking Banks Mergers and Acquisitions 105

The Big Picture

FEBRUARY 28, 2023

When I came up in the industry, when a company would come up for sale, we would have four or five months to research that business, and to do due diligence, and to meet the management team, to build our models. And this isn’t dissimilar from what’s happened in prior eras within the financial services sector.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

APRIL 11, 2023

RITHOLTZ: So you also mentioned you’re at the intersection of three businesses; education, publishing, and financial services that are all inefficiently run and deserve to be disrupted. And can we not say that financial services haven’t been wildly disrupted over the past 40 years? DAMODARAN: Has it, though?

Education 119

Education Finance Financing Taxes 119