Axial

DECEMBER 18, 2024

M&A Industry Report: Business Services Q3 2024 | www.focusbankers.com FOCUS Investment Banking is a trusted name in M&A advisory services with a nationwide footprint and a global reach. An Axial member since 2010, FOCUS works across a broad range of industries and has marketed more than 225 deals on the Axial platform.

Business Services 52

Business Services Investment Banking Investment Banks Banks 52

This is going to be BIG.

MARCH 5, 2014

One thing that I see too many people moving from the finance world doing, both in attempts to get into VC and to startups, is relinquishing the resources they have at their old job. They can''t wait to get out of their bank or consulting firm, but they forget that they have connections to something that startups want desperately--money.

Venture Capital 116

Venture Capital Capital Startups Consulting 116

Axial

OCTOBER 24, 2024

Axial is excited to release our Q3 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 370 investment banks and advisory firms that met the qualifications to be considered for league tables last quarter.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Axial

JULY 27, 2023

Axial is excited to release its Q2 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q2. In Q2, 771 sell-side investment banks and M&A advisors brought a total of 2,647 deals to market.

Investment Banks 52

Investment Banks Investment Banking Mergers and Acquisitions Banks 52

Private Equity Wire

OCTOBER 21, 2024

Governance, risk, and compliance (GRC) solutions provider, ACA Group (ACA), has acquired Effecta Compliance Group (Effecta), a regulatory consultancy practice that supports financial service firms throughout the United Kingdom and the United Arab Emirates.

Bidding 91

Bidding Consulting Consultants Financial Services 91

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 Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

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 Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Motley Fool

OCTOBER 13, 2023

We continue to invest in our corporate investment banking business with new co-heads of equity capital markets. We also hired a new head of trust services and chief fiduciary officer in our wealth and investment management segment and a new head of affluent and premier banking in consumer, small, and business banking.

Banks 246

Banks Capital Assets Collateral 246

Private Equity Wire

NOVEMBER 13, 2023

They closely scrutinise the long-term sustainability and impact of their investments. At RAISE Impact, we seek to be exemplary in our approach to manage sustainability risks (ESG), while financing new business models designed to address the pressing environmental and social challenges of today and tomorrow.

High Net Worth Individuals 98

High Net Worth Individuals Exit Strategy Consulting Consultants 98

Private Equity Wire

SEPTEMBER 10, 2024

FalconPoint Partners (FalconPoint), a private equity firm focused on investing in North American middle market companies in the business services and industrial sectors, has appointed Adam Gross as Partner, Head of Business Development and Capital Markets.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Capital Consulting 52

Axial

JUNE 27, 2023

Nick started Accordion after prior chapters in investment banking and private equity / mezzanine lending. Accordion has become a leading financial consulting firm focused exclusively on serving the office of the private equity-backed CFO. Today Peter Lehrman welcomes Accordion’s CEO and founder Nick Leopard onto the podcast.

Finance 40

Finance Financing Consulting Consultants 40

Sara Grillo

FEBRUARY 23, 2024

First… If you want my help on a one-on-one basis, let’s set up some time for a consultation! I’m also available for consulting on a hourly basis if you need additional support. CONTACT ME If you haven’t read the Interview Kit yet, check it out below. You could also sign up for my equity research newsletter.

Consulting 52

Consulting Consultants Investment Banking Investment Banks 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. But with the increasing hiring of candidates from management consulting (and other non-banking) backgrounds and the recruiting cycle arms race, some self-study is warranted for aspiring private equiteers.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 52

The Motley Fool

APRIL 12, 2024

We fully integrated our financing and securitization capabilities within our Markets business, and we started to see the benefits of having a unified spread product offering for our clients. Our strong performance in both DCM and ECM drove Investment Banking revenue growth of 35% and overall banking revenue growth of 49%.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banking 130

The Motley Fool

JANUARY 25, 2024

Plus, Motley Fool personal finance expert Robert Brokamp and host Alison Southwick open up the mailbag and answer questions about investing a lump sum, saving for kids, and ABLE accounts. Goldman, it's an investment bank. Jason Moser: Well, like I said, Goldman is an investment bank. I hope to work until 70."

Investors 130

Investors Taxes Banks Education 130

The Motley Fool

JULY 30, 2024

We continue to see particular strength in bank loans and structured finance, along with robust growth in high-yield investment-grade bonds. This is driven by strong trading volumes across key sectors in Global Trading Services and a pickup in consulting activity, particularly for energy transition-related initiatives.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mergers and Acquisitions Banks Debt 130

Axial

OCTOBER 10, 2024

If you’re ready for a curated list of advisors tailored to your industry and transaction goals to help you sell your business, request a free consultation from our team. Our process starts by pairing you with an Exit Consultant who understands your business and your specific exit goals.

Mergers and Acquisitions 52

Mergers and Acquisitions Consulting Consultants Bidding 52

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. Navigating Rising Cost of Capital Higher borrowing costs are presenting significant challenges in financing industrial M&A transactions.

Mergers and Acquisitions 52

Mergers and Acquisitions Due Diligence Deal Origination Investment Banks 52

The Motley Fool

OCTOBER 27, 2023

To obtain information on factors that may lead to results different from those forecast by Vale, please consult the report Vale has filed with the U.S. Gustavo Pimenta -- Executive Vice President, Finance and Investor Relations Thanks, Eduardo, and good morning, everyone. Now, for our financial results, I'll pass the floor to Gustavo.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Assets Financing Finance 100

The Motley Fool

APRIL 25, 2024

With our in-house expertise, we've developed tools to help market participants benchmark performance of large language models, specifically for business and finance use cases. We are continuing to invest in our energy transition offerings where we see opportunities across our divisions. Now, turning to ratings.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Debt Capital 130

Trivest Partners

SEPTEMBER 13, 2022

September SPOTLIGHT Krishnan Ramaswami Managing Director FIRM OVERVIEW Fallbrook’s principals have been providing private debt and equity across a variety of industries and growth sectors for more than 30 years; They’ve invested over a wide range of economic cycles and have the experience to be an active investor post-closing.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Buyout Consulting 40

Pension Pulse

MAY 23, 2024

But what’s even more relevant, he says, is that with $88 billion now invested in a province with a GDP of nearly $500 billion, “the Caisse is the pension fund that is the most invested, in the world, in its local economy.” Seated at Emond’s left elbow, a powerful ally—Quebec Finance Minister Eric Girard—comes to the Caisse’s defence.

Pension Funds 59

Pension Funds Stakes Banks Financing 59

Axial

FEBRUARY 27, 2025

Axial first introduced quarterly League Tables in 2019 to recognize the top Investment Banks and M&A Advisory Firms on Axial based on platform data and activity. Omar Brown of Young America Capital represented this $1MM equipment finance facility for Shillat Crypto Mining, which was funded by J.J. Astor & Co.

Mergers and Acquisitions 59

Mergers and Acquisitions Education Private Equity Firms Private Equity Firms 59

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

The Motley Fool

OCTOBER 13, 2023

This helped drive investment banking revenue up 34%, albeit of a low base and a small wallet. We've been bringing in new talent in key sectors, and we've begun to provide more leverage finance for key clients in the right situation. Personal Banking was also up double digits at 13%. And finally, banking revenues.

Banks 130

Banks Capital Assets Accounting 130

The Big Picture

DECEMBER 5, 2023

Were you always thinking about going into finance? What, what was it that made you say, Hey, this finance thing looks like it’s fun and interesting? 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.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Motley Fool

MAY 9, 2024

I'm with Western Avenue Advisors LLC, which was hired in April as an investor relations consultant to the company following Sara Buda's recent departure. I would like to turn it over to the -- Bob Burrows -- Investor Relations Good morning. My name is Bob Burrows.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Legal Leveraging Capital 130

The Big Picture

APRIL 18, 2023

I mean, I knew nothing about finance. And so I didn’t know, you know, what finance was all about. And, you know, I needed to earn some money and I was adept in finance. So it’s a whole broad spectrum of investing in the energy complex focused on the transition from hydrocarbons to renewable sources.

Private Equity Firms 64

Private Equity Firms Private Equity Firms Assets Financing 64

The Big Picture

FEBRUARY 28, 2023

That’s kind of unusual these days, you went straight to the Partners Group after you got a Bachelor’s in Finance from Brigham Young University and the Marriott School of Management, and you’ve stayed there your entire career. That seems to be inordinately lengthy compared to the way traditional finance operates.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

FEBRUARY 12, 2024

They could put me running a grain elevator, gosh knows where I interviewed with consulting companies and banking companies. And eventually I got a job offer at Donaldson Lefkin Jenette, which is no longer here, but it was an investment bank of, of some note at the time. I interviewed with some airlines.

Capital 117

Capital Hedge Funds Funds Mutual Funds 117

The Big Picture

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. BERRUGA: You know, great question.

Mutual Funds 64

Mutual Funds Assets Funds Companies 64

The Big Picture

JULY 26, 2022

I really didn’t know the difference between private equity or consulting, or anything. I financed with credit cards. We hired a consulting and coaching firm for our whole organization. That sounds like, man, that’s a consulting field fraught with, you know, let’s be polite and just say high risks.

Consulting 119

Consulting Consultants Private Equity Firms Private Equity Firms 119

The Big Picture

MARCH 27, 2023

How did you end up in finance? Because a lot of the Stanford MBA graduates tend to find their way into technology, not finance. Well, by the time I got to Stanford, I pretty much knew I wanted to be in finance, but where I started was at Lehman Brothers in New York before Stanford, and that was serendipity really.

Hedge Funds 114

Hedge Funds Funds Assets Financing 114

The Big Picture

JULY 2, 2024

Eva Shang co- founded Legalist while she was in Harvard and then subsequently dropped out with her co-founder to launch what essentially became an alternative credit fund that specialized in litigation financing along with two other types of credit related to litigation outcomes. And we were like, okay, so what should we do?

Legal 59

Legal Hedge Funds Finance Financing 59

The Big Picture

NOVEMBER 22, 2022

He really began as a traditional engineer/finance person working at IBM as a network engineer before he got his MBA at Duke. Why is finance so bad at this? I would say the most general issue here is that folks don’t have the networks and the access to careers in finance from across the country. His name is Marcus Shaw.

Financing 59

Financing Finance Hedge Funds Venture Capital 59

The Motley Fool

JANUARY 12, 2024

While activity picked up in the fourth quarter with revenues up 22%, overall banking revenue continued to be impacted by a weak wallet globally. Investment banking was up slightly for the year, and we finished 2023 as a fifth-leading franchise. Banking revenues decreased 15% to $4.6 We certainly aspire to be better.

Banks 130

Banks Capital Investment Banks Investment Banking 130

The Big Picture

JULY 30, 2023

How a pair of “union avoidance” consultants using fake names turned a small Midwestern workplace upside down. The Walrus ) Be sure to check out our Masters in Business this week with Liz Hoffman, Liz Hoffman, the Business and Finance Editor at Semafor. What happens to the Indigenous people who depend on them for survival?

Venture Capital 98

Venture Capital Consulting Consultants Financing 98