Private Equity Insights

OCTOBER 23, 2023

OHA sourced this transaction through its strategic direct lending partnership with BMO Capital Markets (“BMO”), which includes over $1bn to invest in jointly originated senior secured private credit assets.

Finance 130

Finance Financing High Net Worth Individuals Collateral 130

Axial

MARCH 14, 2024

One item of note is that while technology was ranked only the fourth highest industry as it relates to total deal flow in Axial in 2023, deals in the tech sector had the leading pursuit rate at 8.92%.

Mergers and Acquisitions 96

Mergers and Acquisitions Investors Deal Flow Leveraging 96

Axial

AUGUST 31, 2023

Today, we’ve aggregated 10 recently published industry reports in top deal flow industries from three of our Investment Banking Partners – Bridgepoint Investment Banking , FOCUS Investment Banking , and Peakstone Group. Enjoy the reports! Selling a business in the next year?

Deal Flow 52

Deal Flow Investment Banking Investment Banks Banks 52

The Motley Fool

MAY 3, 2024

Importantly and atypically, over half of our Q1 debt brokerage deal flow was on non-multifamily assets in retail, hospitality, industrial, and office. million investment banking transaction. While some deals will need to be adjusted or even reworked, many deals remain on track. That's helpful. Thanks, Greg.

Debt 130

Debt Banks Assets Capital 130

Axial

SEPTEMBER 26, 2024

Insights into the process of deal flow management and strategic acquisition. The development of the 3F program (Faith, Family, and Finances) for enriching employees’ lives. The role of community and shareholder engagement in Garden City’s success.

Deal Flow 52

Deal Flow Shareholders Investment Banks Investment Banking 52

Axial

SEPTEMBER 26, 2024

Vladimir Andonov , Martis Capital – What are the biggest hurdles in closing healthcare deals in today’s market? Deal Flow & Valuations Do you anticipate that deal flow in the healthcare industry will stay the same, increase, or decrease over the next 12 months?

Deal Flow 52

Deal Flow Capital Finance Financing 52

The Motley Fool

APRIL 12, 2024

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. 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 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

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. But those are the big variables.

Debt 100

Debt Finance Financing Banks 100

The Motley Fool

NOVEMBER 21, 2024

Prior to joining Elastic, Eric spent nearly 10 years at JPMorgan in various investment banking leadership roles. To add more context around deal flow during the quarter, we had solid sales execution with improving performance compared to the prior quarter.

Securities and Exchange Commission (SEC) 130

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

Axial

JANUARY 23, 2025

Axial is excited to release our 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 400+ investment banks and advisory firms that met the qualifications to be considered for league tables last year.

Investment Banking 59

Investment Banking Investment Banks Banks Mergers and Acquisitions 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

JULY 2, 2024

. ’cause the returns are less than the initial investment. So in the early years we only had 10 million of assets, but we had billions of dollars of deal flow. And then the second is this guy named Amor Towels, who worked at an investment bank for 20 years and then switched completely to writing fiction.

Legal 59

Legal Hedge Funds Finance Financing 59

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

Axial

JUNE 6, 2023

A purely proprietary deal is a sure sign that the owners were not thinking about selling until you showed up. Sponsors lay out their investment focus across financials, geographies, and industries, and receive relevant opportunities directly from boutique investment banks, business brokers and company owners.

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Finance 52

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

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. If you have a job as a young person in finance, whether it’s in investment banking or consulting or, or buy side, sell side, you have it really good.

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 Banking 40

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 Banks 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 held our team together throughout the downturn to be able to capture deal flow when markets returned and our investment sales team's efforts in the back half of 2024 were fantastic and set us up very well for 2025 and beyond. Walker -- Chairman and Chief Executive Officer It was standard deal flow.

Assets 130

Assets Asset Management Finance Financing 130

The Motley Fool

AUGUST 3, 2023

We raised Alliant's 117th low-income tax credit fund during Q2, and we broadened our investment banking capabilities from predominantly single-family by hiring a new managing director focused on the commercial real estate market. Our technology-enabled businesses of small loans and appraisals continues to scale.

Asset Management 100

Asset Management Finance Financing Debt 100

The Motley Fool

AUGUST 8, 2024

Our investment sales market presence and team is extremely strong. And as property sales volumes pick up, it will benefit investment sales, debt placement, valuation services, investment banking, and our affordable housing business. Total Q2 transaction volume of $8.4 Thank you for your time this morning.

Assets 130

Assets Debt Finance Financing 130

Pension Pulse

MARCH 3, 2025

billion) funds approach to investing. After nearly 20 years in investment banking, at Deutsche Bank and then Credit Suisse, in 2013 he moved to Borealis, OMERS infrastructure arm, to run infrastructure globally and then head the capital markets team. And hes used that vast and varied experience to revamp the C$138.2

Buyout 52

Buyout Pension Funds Investing Assets 52

The Big Picture

JANUARY 7, 2025

00:37:45 [Speaker Changed] Is your, for sure you are going to get a, if you are comparing to SOFR, you are definitely going to get a a return normalization, which did happen when rates were in 2223 less deals got done because at higher rates, private equity funds had a difficult time borrowing, you know, the, the debt markets were shut.

Capital 52

Capital Hedge Funds Buyout Startups 52

The Big Picture

NOVEMBER 4, 2024

How does this affect the deal flow you see in the companies you look at, do you have your own space and and that’s what you drill into? I carry Steve Jobs bags on the Apple IPO Road show, my first three months there. Or are, are you guys a little broader thinking about a, a variety of different types of companies.

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.

Mergers and Acquisitions 130

Mergers and Acquisitions Companies Deal Flow Banks 130