The Motley Fool

APRIL 12, 2024

We're committed to getting these right, and we look to self-fund the necessary investments to do so. The rebound in Banking gained speed during the quarter, led by near-record levels of investment-grade debt issuance as improved market conditions enables issuers to pull forward activity. Turning to the quarter.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banks 130

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 Banking 40

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. billion of bridge business.

Debt 100

Debt Financing Finance Banks 100

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 Banks 130

Axial

JUNE 6, 2023

Limited partners are gravitating towards Independent Sponsors given their lower management fees, and the flexibility that comes with co-investing on a deal by deal basis. 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 Financing 52

The Big Picture

OCTOBER 31, 2023

At one point in time, Jack Bogle, founder of, of Vanguard was chairman of their mutual funds. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Everybody knows what a hedge fund is, but let’s talk about liquid alts.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

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. What a fascinating conversation. What were you thinking?

Legal 59

Legal Hedge Funds Financing Finance 59

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. We decided to try to have a go on our own. We were 28, 30 respectively.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Big Picture

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: It’s the investment banking affiliate.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

Private Equity Wire

NOVEMBER 28, 2024

UK sponsor-backed financing activity experienced a modest slowdown in Q3 2024, as ongoing M&A sluggishness and seasonal dynamics impacted deal flow, according to the latest data from global investment bank, Houlihan Lokey.

Leveraged Buyouts 93

Leveraged Buyouts Debt Buyout Deal Flow 93

The Motley Fool

FEBRUARY 13, 2025

We will continue to invest in these businesses by hiring and retaining the very best bankers in our industry, improving the processes and systems we use to underwrite and fund loans, and continuing to integrate all of the products and service offerings Walker & Dunlop has built to bring one-stop shopping to our clients across the country.

Assets 130

Assets Financing Finance Asset Management 130

The Motley Fool

AUGUST 3, 2023

The great tightening started by the Federal Reserve in March of 2022 has added 525 basis points to the Fed funds rate and dramatically reduced transaction volumes across the commercial real estate industry. Private capital is coming into the CRE market to replace bank capital. We appear to have averted a meltdown of the U.S.

Asset Management 100

Asset Management Financing Finance Debt 100

Pension Pulse

MARCH 3, 2025

Ralph Berg, chief investment officer at OMERS for nearly two years, brings a fresh perspective to pension fund management with a history and work pedigree different to what you might expect from a Canadian fund investment boss. billion) funds approach to investing. billion ($97.2

Buyout 52

Buyout Pension Funds Investing Assets 52

The Motley Fool

AUGUST 8, 2024

And as property sales volumes pick up, it will benefit investment sales, debt placement, valuation services, investment banking, and our affordable housing business. Finally, Zelman Research and Investment Banking revenues were down slightly on the quarter but will grow as the market recovers and transaction volumes accelerate.

Assets 130

Assets Financing Finance Debt 130

The Big Picture

JANUARY 7, 2025

Made the decision to leave just to try something new at that point, went to Harvard for my MBA and then had made the ch his choice at that point to switch out of biotech and interviewed with a whole bunch of of firms and ended up getting into the hedge fund world, doing capital raising for two large hedge funds. I use that day to day.

Capital 52

Capital Hedge Funds Buyout Funds 52

The Big Picture

NOVEMBER 4, 2024

No, we always had, and we do have at Oak HCFT one Fund that everything, and, and we would choose the allocation, 00:06:57 [Speaker Changed] Huh. How much service does Oak provide to the companies you work with besides funding? And you talk about five levers of change that the fund looks at. Put some flesh on those bones.

Banks 52

Banks Startups Boutique Investment Banks Companies 52

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