Private Equity Professional

DECEMBER 2, 2024

Aquilo Partners , a life sciences-focused investment bank with offices in San Francisco, Boston, and New York City, served as the financial advisor to DURECT Corporation. Senior debt financing for the transaction was provided by Byline Bank , with mezzanine debt from Brookside Capital Partners.

Debt 130

Debt Banks Investment Banking Investment Banks 130

Financial Times - Banking

OCTOBER 1, 2024

Co-heads of British lender’s investment banking arm seek to reduce reliance on debt underwriting

Investment Banking 97

Investment Banking Investment Banks Banks Returns 97

Axial

JANUARY 30, 2024

Axial is excited to release our 2023 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the 2023 deal-making activities of 807 investment banks and advisory firms that met the qualifications to be considered for league tables.

Investment Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

Financial Times M&A

JULY 29, 2022

Wall Street lenders stomach losses on private equity deal financing offered before market swoon

Investment Banking 115

Investment Banking Investment Banks Buyout Banks 115

Private Equity Wire

JANUARY 14, 2025

Blackstone is considering various strategic options for Liftoff, including a sale, which could value the mobile app marketing provider at over $4bn, including debt, according to a report by Reuters citing two sources familiar with the matter.

Exit Strategy 96

Exit Strategy Initial Public Offering Amortization Depreciation 96

The Motley Fool

JULY 24, 2023

How debt restructuring sent shares of Carvana up 30%. This is a business that is generally known for its investment banking activity, and it seems like we're continuing to see the lack of IPO activity affect Goldman's results. The debt is more expensive. The landscape of the world's largest car market. Bill Mann: Yes.

Debt 130

Debt Banks Financial Institutions Investment Banks 130

Private Equity Professional

JANUARY 8, 2025

BlackRock made headlines in late 2024 through the firms acquisition of HPS Investment Partners , backed by their expectation that the private debt market will more than double to $4.5 3] Consolidation Drivers What is driving the push towards consolidation and bank / private credit partnerships occurring in the market?

Mergers and Acquisitions 100

Mergers and Acquisitions Finance Financing Banks 100

Private Equity Professional

NOVEMBER 14, 2024

Siguler Guff & Company is providing unitranche debt capital and equity to support Branford Castle’s acquisition of Testek. Testek was advised on the sell-side by Kroll investment banking. © 2024 Private Equity Professional | November 14, 2024

Enterprise Values 130

Enterprise Values Investment Banks Investment Banking Debt 130

The Motley Fool

NOVEMBER 2, 2024

The company's newest strategy is to issue convertible debt as a way to buy even more Bitcoin in the future. From software company to investment bank? The plan, quite simply, is to transform MicroStrategy from an enterprise software company into an investment bank. In October, Saylor outlined a brand-new strategy.

Investment Banks 246

Investment Banks Investment Banking Banks Assets 246

The Motley Fool

OCTOBER 13, 2024

Plus, Boeing has nearly $58 billion in debt on its balance sheet, and interest and principal on those debts must be paid whether or not Boeing's building airplanes as the strike stretches on. Granted, that wouldn't be great for Boeing's credit rating, adding more debt on top of a near-$60 billion debt load already.

Debt 246

Debt Investment Banks Investment Banking Banks 246

The Motley Fool

JULY 11, 2023

On the other hand, though, investment bank Citigroup cut its own price target on the stock -- from $13 down to just $9 a share. On top of that, Newell is carrying a net debt load of $6.1 times trailing sales, Newell still needs to earn some profits on those sales before I'd be willing to invest in it.

Debt 245

Debt Investment Banks Investment Banking Banks 245

Private Equity Wire

NOVEMBER 15, 2024

Insight Partners, Blackstone, and Clearlake Capital, the joint owners of Diligent Corporation, are considering strategic options for the corporate governance software provider, including a potential sale that could value the business at around $7bn, including debt, according to a report by Reuters.

Private Equity Firms 84

Private Equity Firms Private Equity Firms Leveraged Buyouts Stock Exchanges 84

The Motley Fool

DECEMBER 6, 2023

Riley Financial provides financial services including investment banking, wealth and asset management, business advisory, and asset disposal. The company was a big beneficiary of the blistering investment activity seen in 2021. Blackstone Secured Lending Fund invests in underserved companies and sports a 11.2%

Collateral 246

Collateral Investors Mergers and Acquisitions Initial Public Offering 246

The Motley Fool

JANUARY 5, 2024

The company specializes in an instrument called venture debt -- or loans made at high interest rates. For this reason, once the start-up reaches a maturity point generating consistent cash flow, it may seek out alternative financing options like debt. Hercules Capital: 11.5% Horizon Technology Finance: 9.9%

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

The Motley Fool

DECEMBER 15, 2023

BDCs typically compete with banks and even venture capital or private equity funds depending on the deal structure. By taking a different approach, Ares is not only carving out a niche in the world of BDCs, but it has found a way to tap into the types of activities usually handled by traditional investment banks.

Mergers and Acquisitions 246

Mergers and Acquisitions Exchange-Traded Funds Banks Financial Institutions 246

The Motley Fool

OCTOBER 7, 2024

billion of that company's debt. The investment bank believes the company will see improved revenue in the future and could potentially start buying back its shares, given the improvement in its leverage ratio. However, it will receive the cash payments in stages through 2029. It's paying just $1 for Dish, plus assuming $9.8

Leveraging 246

Leveraging Stakes Investment Banking Investment Banks 246

Private Equity Insights

FEBRUARY 2, 2024

The amount of debt banks can provide is typically lower than direct lenders, so the preferred equity amount would stand to be higher should they win. Read More: Private Credit Duels With Banks for $8 Billion DocuSign LBO Debt Shares in DocuSign fell as much as 4.7% KKR & Co.

Buyout 195

Buyout Finance Financing Leveraged Buyouts 195

The Motley Fool

MARCH 19, 2024

Today, though, a different investment bank -- Wells Fargo -- pointed out how crazy that momentum rally looked. This means the company probably only has enough money to remain in business for another nine months before it must take on more debt or sell more stock to keep going. Should you invest $1,000 in NuScale Power right now?

Investment Banks 246

Investment Banks Investment Banking Debt Banks 246

The Motley Fool

DECEMBER 4, 2023

And the answer is investment bank HSBC. Meanwhile, between now and then, QuantumScape is expected to need roughly $9 billion in cash to remain solvent -- of which it currently has just $1 billion, net of debt. ET, the stock was up about 1.6%. The better question is who is to blame. That's the good news.

Investment Banks 246

Investment Banks Investment Banking Debt Banks 246

The Motley Fool

DECEMBER 18, 2023

Wall Street analysts who follow a real estate investment trust and one of the world's largest pharmaceutical companies think they aren't getting as much attention as they deserve. With interest rates likely to fall significantly in 2024, though, servicing its debt load could get much easier. this year.

Investment Banks 245

Investment Banks Investment Banking Banks Debt 245

The Motley Fool

DECEMBER 13, 2023

Additionally, Bank of America offers wealth and investment management services, providing investment advice and solutions on things like brokerage and retirement products. Finally, its investment banking business provides advisory and underwriting on equity and debt instruments.

Banks 223

Banks Investment Banks Investment Banking Assets 223

Private Equity Wire

MAY 29, 2024

UK mid-market financing activity significantly increased in Q1 2024, compared to the same period in 2023, driven by a strengthening M&A market and robust debt fund activity, according to the latest data by global investment bank Houlihan Lokey.

Debt 74

Debt Finance Financing Banks 74

The Motley Fool

AUGUST 15, 2024

government debt levels are reaching unsustainable levels, and investing in Bitcoin is one way to insulate your portfolio from a worst-case economic scenario. In 2022, Wall Street investment bank Goldman Sachs suggested that Bitcoin might eventually control as much as half of the store-of-value market. As he sees it, U.S.

Hedge Funds 245

Hedge Funds Assets Legal Investment Banks 245

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

Private Equity Wire

FEBRUARY 2, 2024

Global law firm White & Case is expanding its global debt finance practice and has appointed Lauren Winter, who has joined from Shearman & Sterling where she was Counsel, as a Partner in London.

Debt 75

Debt Finance Financing Leveraged Buyouts 75

The Motley Fool

SEPTEMBER 1, 2023

This information is valuable to almost any company, but especially for investment banks and money managers that need to be well informed when making decisions. This helps consumers and businesses know the perceived risk of investing in the debt of particular companies.

Financial Institutions 246

Financial Institutions Banks Public Companies Investment Banks 246

The Motley Fool

OCTOBER 6, 2024

One of Berkshire's smaller positions (less than one-tenth of 1% of the overall portfolio) is the investment bank Jefferies Financial Group (NYSE: JEF). Total investment banking revenue, which can be tricky to forecast, came in at $949.5 Berkshire owns roughly 433,500 shares. Revenue of roughly $1.68

Mergers and Acquisitions 130

Mergers and Acquisitions Investors Initial Public Offering Exchange-Traded Funds 130

AltAssets

FEBRUARY 4, 2025

Investment banking major Moelis & Company has brought in former Jefferies senior exec Matt Wesley as its global head of private funds advisory. The post Jefferies senior exec Wesley joins Moelis as global head of private funds advisory appeared first on AltAssets Private Equity News.

Funds 87

Funds Investment Banks Investment Banking Banks 87

The Motley Fool

MAY 8, 2024

Investment banking revenue at Goldman Sachs (NYSE: GS) plummeted 56% over two years ending in 2023. However, green shoots are emerging, which could be a good sign for Goldman and its investment banking heavy business. times its forward earnings for 2024. It should also benefit from falling interest rates.

Banks 130

Banks Mergers and Acquisitions Initial Public Offering Debt 130

The Motley Fool

MARCH 16, 2024

Goldman Sachs Rising interest rates have dampened investment banking activity over the past several years, impacting Goldman Sachs (NYSE: GS) , one of the largest investment banks in the world. Goldman Sachs' investment banking revenue plummeted 56% over two years ending in 2023. times earnings and just 9.9

Banks 130

Banks Mergers and Acquisitions Initial Public Offering Investment Banks 130

FinSMEs

AUGUST 1, 2024

Protembis, an Aachen, Germany-based medical-technology company, received €20m in venture-debt financing. The European Investment Bank (EIB) provided the financing.

Finance 109

Finance Financing Investment Banks Investment Banking 109

Private Equity Insights

FEBRUARY 23, 2024

A roughly $5 billion debt deal for the buyout of health-care tech company Cotiviti Inc. KKR and Veritas relied on their own capital markets teams to do much of the work that’s typically carried out by banks for debt offerings of this size. JPMorgan and Goldman officially launched the debt sale later on Feb.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Debt 130

The Motley Fool

APRIL 16, 2024

However, investors expected the bank to raise its full-year NII by $2 billion to $3 billion, which was one reason for the stock's sell-off. Investment banking fees are up After a blistering hot 2021, initial public offerings ( IPOs ) and debt offerings fell off a cliff.

Investors 130

Investors Initial Public Offering Banks Investment Banks 130

The Motley Fool

JULY 7, 2024

This tidal shift works against debt-reliant growth companies , but works in favor of the companies that are usually categorized as value stocks. Mutual fund giant Fidelity and investment bank Morgan Stanley see the opportunity as well, with both citing an unexpected rekindling of economic growth as a key driver of any immediate gains.

Exchange-Traded Funds 246

Exchange-Traded Funds Mutual Funds Prospects Funds 246

The Motley Fool

APRIL 28, 2024

Rather, many of the companies in Ares' portfolio are lower middle market businesses that go overlooked by investment banks or private equity investors. Unlike Hercules, Ares doesn't typically work with high-profile tech companies that have raised funds from venture capital firms.

Leveraged Buyouts 244

Leveraged Buyouts Due Diligence Buyout Venture Capital 244

Private Equity Wire

JULY 10, 2024

Blackstone has appointed Tyler Dickson, formerly Global Head of Investment Banking and Vice Chair of Banking & International at Citi, in a newly-created role leading client relations at Blackstone Credit & Insurance (BXCI).

Mergers and Acquisitions 98

Mergers and Acquisitions Investment Banks Investment Banking Banks 98

The Motley Fool

JUNE 11, 2024

After a record 2021, led by robust demand for initial public offerings (IPOs) and a flurry of mergers and acquisitions (M&A), investment banking activity came to a screeching halt. As a result, investment banking revenue plummeted across the industry. Should you invest $1,000 in Progressive right now?

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Investment Banks Investment Banking 130