The Motley Fool

FEBRUARY 15, 2024

We also expanded Zelman's investment banking capabilities into the commercial market in 2023. And in the fourth quarter, the investment banking team closed three transactions, albeit all in the single-family sector, that boosted revenues and expanded the W&D brand significantly.

Debt 100

Debt Finance Financing Banks 100

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 Assets Mergers and Acquisitions Investment Banking 130

The Motley Fool

JANUARY 12, 2024

Investment banking revenue of 1.6 Gross investment banking and markets revenue of 924 million was up 32% year on year, primarily reflecting increased capital markets and M&A activity. So, the hope and expectation of continued rebound in the investment banking wallet and our share of that is part of that.

Banks 130

Banks Capital Assets Investment Banking 130

The Motley Fool

NOVEMBER 21, 2024

With this change, I'm happy to have Eric Prengel, Elastic's group vice president of finance, taking on the role of interim chief financial officer effective December 14th while the company conducts a search for a permanent replacement. Eric Prengel -- Group Vice President, Finance Thanks, Ash and Janesh. I really appreciate it.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Professional Services Finance 130

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

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

The Big Picture

OCTOBER 31, 2023

You would have the investment bank and the founders and a whole bunch of folks do these giant road shows and they would go from New York to Boston, they’d go out to San Francisco, they would go all around the country showing off the company before the big wedding. 00:45:53 [Speaker Changed] So where does your deal flow come from?

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Big Picture

JUNE 13, 2023

So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs. I joined, effectively, Deutsche Bank. And there was no hint at the time that I would be heading into finance.

Banks 59

Banks Asset Management Assets Capital 59

Axial

JUNE 6, 2023

Ability To Finance Deals The surveyed Independent Sponsors unanimously agreed that the ability to finance deals is critical for success due to the historic concerns associated with it. Family Office and SBIC Investment Funds rank in the top 3 sources of equity financing for Independent Sponsor deals.

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Finance 52

The Big Picture

SEPTEMBER 26, 2023

And it’s a, a reasonable way to do financing depending on what risk level the, the bar the lender wants to assume. The investment banks were stuck with syndications that they had committed to, to place in the markets with price caps on the, on the coupons. And, and there just is less competition from the banks.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

Trivest Partners

JULY 11, 2023

Firm Profile Based in New York, NY 25 Years of Experience Formed in 2020 Majority Investments Areas of Focus Technology/Media/Telecom Light Manufacturing Marketing Services Investment Criteria Consolidation Potential Strong Cash Flow $20-200M Revenue $3-20M EBITDA Q&A with David Acharya What’s the firm’s origin story?

Capital 40

Capital Private Equity Firms Private Equity Firms Buyout 40

Trivest Partners

NOVEMBER 1, 2022

Seneca Partners was formed in 1999 as a merchant bank, doing both investment banking and investing into privately held companies. In 2003, we formed Seneca Health Partners, a small, committed healthcare fund focused on growth stage investing. We will work on transactions with $3M-20M+ of EBITDA.

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 40

The Big Picture

APRIL 4, 2023

KENCEL: Well, the deal everybody thinks about in that era, and kind of the defining deal was RJR. KENCEL: “Barbarians at the Gate” and the financing. But we became one of the most active lenders and financing sources and investors to mid-sized U.S. And they were doing mid-sized deals. Yes, right. RITHOLTZ: Right.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Banks Finance 59

The Motley Fool

AUGUST 8, 2024

Financing volumes for the GSEs were down 23% year over year to $2.7 The GSEs have been sluggish in their lending over the past 18 months, but we are seeing them lean in on deals over the past month and expect higher volumes from them in the second half of 2024. Our investment sales market presence and team is extremely strong.

Assets 130

Assets Finance Financing Debt 130

The Motley Fool

AUGUST 3, 2023

We continue to focus on refinancing every loan maturity in our portfolio, finding new refinancing opportunities in other lenders' portfolios using our Galaxy database, and placing financing on every sale transaction our investment sales team is marketing. We continue to invest in our business even after our April reduction in force.

Asset Management 100

Asset Management Finance Financing Debt 100

The Motley Fool

NOVEMBER 16, 2024

Companies have been thinking twice about acquisition pipelines Before I became a writer at The Motley Fool, I spent a decade working on M&A deals at investment banks and start-ups. Broadly speaking, companies rarely have enough cash on the balance sheet to finance a large-scale acquisition (deals in excess of $10 billion).

Mergers and Acquisitions 130

Mergers and Acquisitions Companies Deal Flow Banks 130

The Big Picture

NOVEMBER 4, 2024

Forbes, Midas list five times top 100 venture capitalists according to CBE Insights, top VCs on the New York Times list, top 20 private equity power players, FinTech Finance 40. Just an incredible track record of investing primarily in the healthcare, but also the financial technology space.

Banks 52

Banks Startups Companies Boutique Investment Banks 52