The Motley Fool

APRIL 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. 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 Banks 130

The Motley Fool

FEBRUARY 15, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. We also expanded Zelman's investment banking capabilities into the commercial market in 2023.

Debt 100

Debt Financing Finance Banks 100

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. What is your investment thesis or value proposition?

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Investment Banking 40

The Motley Fool

JANUARY 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Investment banking revenue of 1.6 And as you know, our multifamily portfolio is much more affordable supply constrained markets.

Banks 130

Banks Capital Assets Investment Banks 130

Axial

JUNE 6, 2023

According to Nicholas Osborne, Managing Partner of Artinia Group, “Many M&A advisors are familiar and comfortable with the model if you have existing portfolio companies or investing experience to fall back on. However, working towards the first deal can be an uphill battle. What changed all of a sudden?

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Financing 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

The Big Picture

OCTOBER 31, 2023

And so to your point, I was a public portfolio manager, started as a tech analyst and made my way to associate portfolio manager and then began managing public portfolios in 1996. You’re, you are adding more private and illiquid stocks to your portfolio. Prior to getting to Wellington. That are all gone.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

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. Through the first half of 2023, the GSEs only deployed 30%, or $44.3

Asset Management 100

Asset Management Financing Finance Debt 100

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

The Big Picture

JULY 2, 2024

And basically what he said was, if you’re able to have this real time coverage of all these hard to access court dockets, then what you could do theoretically is pick out the cases that are going really, really well and invest in those. So you could cherry pick your own portfolio.

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

So, so let’s talk about some of those legacy portfolio issues. I I know not everybody gets to, to do a billion dollar deal with a 30 year fixed mortgage, but when, when rates were low, you would’ve thought most companies would try and refi their debt at, at a fixed rate. It, it, it was huge price declines.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

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. For the full year, our property sales team sold $9.8

Assets 130

Assets Asset Management Financing Finance 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 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. if you invested $1,000 at the time of our recommendation, you’d have $899,361 !* Consider when Nvidia made this list on April 15, 2005.

Mergers and Acquisitions 130

Mergers and Acquisitions Companies Deal Flow Banks 130

The Big Picture

JANUARY 7, 2025

And we get asked by pension plans, endowments, foundations, family offices saying, Hey, we’ve held this portfolio now for eight years, nine years, it’s getting long in the tooth. Or actually my predecessor made these investments. So IE the investor in the fund itself. I’m the new CIO. Can you sell this stuff for me?

Capital 52

Capital Hedge Funds Buyout Funds 52

The Motley Fool

AUGUST 8, 2024

if you invested $1,000 at the time of our recommendation, you’d have $606,079 !* Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Our investment sales market presence and team is extremely strong.

Assets 130

Assets Financing Finance Debt 130

The Motley Fool

APRIL 9, 2025

Here are a few reasons why Citigroup shares could be a compelling addition to your portfolio now. Additionally, Citigroup's investment banking arm might experience stalled deal flow. Simply put, the trade war presents a clear headwind for the entire banking industry. Start Your Mornings Smarter!

Banks 130

Banks Deal Flow Shareholders Leveraging 130