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 Banking Investment Banks Banks 98

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

MAY 5, 2024

Take corporate fundraising and M&A ( mergers and acquisitions ) as an example. Numbers from Dealogic indicate that total M&A deals were up 30% year over year during the first quarter of 2024, driving 14% growth in total investment banking fees during the same three-month stretch.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Banks Investment Banks 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 Banks 59

Investment Banks Investment Banking Banks Mergers and Acquisitions 59

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 Banking 130

Private Equity Wire

OCTOBER 9, 2024

Investment banks, which faced significant losses on risky merger and acquisition (M&A) loans due to a spike in global interest rates, are now aggressively returning to the leveraged buyout (LBO) market — one of the most profitable sectors in finance, according to a report by Bloomberg.

Leveraged Buyouts 97

Leveraged Buyouts Leveraging Buyout Banks 97

Private Equity Wire

SEPTEMBER 27, 2024

The partnership, which also includes Mubadala Investment Co and Apollo’s insurance unit, Athene, will initially focus on non-investment grade lending in North America. We’ve lost several transactions to private credit in the past,” said Richard Zogheb, Citigroup’s head of debt capital markets.

Mergers and Acquisitions 97

Mergers and Acquisitions Debt Asset Management Leveraging 97

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 Banking Investment Banks 130

The Motley Fool

OCTOBER 19, 2024

But many individual stocks have performed even better, including the well-known investment bank Goldman Sachs (NYSE: GS). Founded in 1869, Goldman has long been viewed as a best-in-breed investment bank in an incredibly competitive industry. The stock price has jumped more than 37% this year. Is it a buy?

Mergers and Acquisitions 100

Mergers and Acquisitions Investment Banking Investment Banks Banks 100

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 Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Axial

JULY 27, 2023

Axial is excited to release its Q2 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q2. In Q2, 771 sell-side investment banks and M&A advisors brought a total of 2,647 deals to market.

Investment Banks 52

Investment Banks Investment Banking Mergers and Acquisitions Banks 52

Axial

JANUARY 25, 2024

Last quarter, we surveyed the Axial Investment Bank membership on the topic of exit preparation. We are grateful to all the Investment Bankers who contributed to the survey and provided useful color for this series on exit preparation. Craig Dickens Merit Investment Bank Higher interest rates.

Mergers and Acquisitions 105

Mergers and Acquisitions Investing Investment Banking Investment Banks 105

Axial

MAY 4, 2023

Axial is excited to release its Q1 2023 Lower Middle Market Investment Banking League Tables. These league tables reveal the top 25 investment banks that were active on the Axial platform in Q1. In Q1, 740 sell-side investment banks and M&A advisors brought a total of 2,775 deals to market.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Private Equity Wire

OCTOBER 22, 2024

With a broad regulatory and transactional background, he also guides investment advisers in mergers and acquisitions. Rachel O’Brien (Washington DC) advises on the formation and management of private investment funds. He has a versatile skillset and deep experience with platform acquisitions and sales.

Mergers and Acquisitions 75

Mergers and Acquisitions Leveraged Buyouts Private Equity Firms Private Equity Firms 75

The Motley Fool

FEBRUARY 25, 2024

And yet, Bank of America is clearly something of a standout within the banking industry. It managed to add 130,000 new consumer checking accounts last quarter, and brought in 40,000 new brokerage and private-banking customers. This kind of asset optimization ultimately sets the stage for wider profit margins.

Mergers and Acquisitions 130

Mergers and Acquisitions Bidding Banks Financial Services 130

The Motley Fool

OCTOBER 21, 2024

Yes the banks are all trying to talk it up, but it's really not reflected in the numbers yet because it just happened toward the end of the third quarter. Ricky Mulvey: Not the deal making, not the debt pay down. But let's take it back a few years ago for the bank Slash Brokerage/ Wealth Manager. Take that as you will.

Banks 130

Banks Investment Banks Investment Banking Mergers and Acquisitions 130

Blackstone News

JULY 9, 2024

New York – July 9, 2024 – Blackstone (NYSE: BX) announced today that Tyler Dickson, formerly Global Head of Investment Banking and Vice Chair of Banking & International at Citi, will join Blackstone Credit & Insurance (“BXCI”) in a newly created role leading client relations for the group.

Mergers and Acquisitions 52

Mergers and Acquisitions Collateral Investment Banking Investment Banks 52

Axial

JUNE 15, 2023

ACT Capital Advisors Alvarez & Marsal Capital Partners SF&P Advisors Newbury Franklin FOCUS Investment Banking Pinewell Capital Cornerstone Business Services, Inc. ” – Stephen Sleigh, Managing Partner of Investment Bank, Peakstone Group “Across the board, the labor market continues to frustrate business owners.

Mergers and Acquisitions 52

Mergers and Acquisitions Due Diligence Deal Origination Investment Banks 52

The Motley Fool

JULY 30, 2024

This was a tremendous undertaking made possible through the merger that will benefit our existing customers and help potential customers more easily see the incredible value of Cap IQ Pro. I want to take a moment to discuss an important acquisition that closed in the second quarter. Back to the theme of generative AI.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mergers and Acquisitions Banks Debt 130

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 Banks 130

The Motley Fool

JANUARY 25, 2024

Jason Moser: I think it's with Goldman Sachs, Goldman is not the first bank I think that comes to people's minds when we think about consumer banking. Goldman, it's an investment bank. You can only go so far before you get to start paying that debt off a little bit. That is debt. IPOs are at a standstill.

Investors 130

Investors Taxes Banks Education 130

Axial

DECEMBER 3, 2024

At Axial, we use data collected over 14 years of working in mergers and acquisitions, such as recently closed deals and how many bids an advisor generates, to recommend the best advisors for your business. Bridgepoint Investment Banking Bridgepoint Investment Banking serves a range of privately owned companies.

Companies 52

Companies Mergers and Acquisitions Consulting Consultants 52

The Motley Fool

JANUARY 16, 2025

Our customer investments team, what we call Merrill Edge, crossed a new milestone this quarter and now sits in excess of $518 billion in balances. Investment banking gained share of industry revenue in 2024. Investment banking grew 44%. In Q4, global banking produced earnings of $2.1 NII grew 3%.

Banks 130

Banks Leveraging Capital Accounting 130

The Big Picture

DECEMBER 5, 2023

And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. And the entire merger department of Goldman Sachs in 1983 was 32 people. There was no m and a departments in any investment bank really until the very late seventies.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Motley Fool

OCTOBER 11, 2024

NII ex-markets was up $274 million or 1%, driven by the impact of balance sheet mix and securities reinvestment, higher revolving balances in card, and higher wholesale deposit balances, predominantly offset by lower deposit balances in banking and wealth management and deposit margin compression. NIR ex-markets was up $1.8 Expenses of $22.6

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

OCTOBER 24, 2024

The debt, equity and commodities markets all continue to show improvement, benefiting our businesses. It's very encouraging to see how participants in the debt markets, both public and private, consistently turned to S&P Global Ratings to help assess risk, balance exposures across portfolios and assess credit conditions.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Financial Services Shareholders Mergers and Acquisitions 130

Pension Pulse

JANUARY 31, 2024

It is not monolithic and includes such varied enterprises as pension fund investment managers such as AIMCo , insurance companies, investment banks, broker dealers, hedge funds, mortgage investment companies – and still others. However, this diversity should rather be seen as a source of strength, not as a vulnerability.

Banks 59

Banks Pension Funds Financial Institutions Investing 59

The Motley Fool

JANUARY 12, 2024

This capitalizes on a multiyear build of our relationship management team in the global banking businesses, especially in product expansion also, especially in the global transaction services area and midmarket investment banking. The company's overall investment banking fees were 1.1 1 in investment grade, No.

Banks 130

Banks Taxes Accounting Assets 130

The Big Picture

JANUARY 9, 2024

Matt Levine : 00:05:09 There’s some of that, but like, you have to like, like yeah, you’re like writing merger agreements and then the other side is marking up the merger agreement and like you’re arguing over commas and stuff. What was your experience like? And I love that. I thought that was really fun.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Big Picture

JANUARY 24, 2023

They grew a business where they issued junk debt. It was between corporate law and investment banking. And so I joined Goldman in there, it was a 12-person merger department. So I joined Goldman and their merger department, but said, I’d like to be your LBO guy. RITHOLTZ: Oh, really? KLINSKY: Yeah.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

DECEMBER 14, 2022

But I’d say, overall, folks are more kind of corporate-oriented, you know, investing in companies. I definitely wanted to gain investing skills. And so I wanted to be part of that kind of follow-through, and that’s why moving to the investment side was interesting to me. And for me, that was interesting.

Assets 64

Assets Mergers and Acquisitions Capital Portfolios 64

The Big Picture

APRIL 4, 2023

In fact, that was pre -merger with Manny Hanny and Chemical, and JP Morgan, and et cetera. They really weren’t in the investment banking business, and they looked at the opportunity there and said, gee, we should really have a high yield business and a financing business. How did you get to Chase? KENCEL: Sure.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Banks Financing 59

The Motley Fool

MARCH 10, 2025

And it wasn't just big banks: Across the financial-services industry, stocks were taking a big hit. To name a few examples, megabank Citigroup (NYSE: C) was down by about 6%; investment banking giant Morgan Stanley (NYSE: MS) was lower by 8%; and online banking disruptor SoFi (NASDAQ: SOFI) plunged by about 12%.

Banks 189

Banks Mergers and Acquisitions Initial Public Offering Investment Banks 189

Private Equity Professional

FEBRUARY 27, 2025

Canaccord Genuity has appointed Thomas (Tom) Murphy as a managing director to lead its aerospace and defense investment banking activities within its United States investment banking platform. 2025 Private Equity Professional | February 27, 2025

Mergers and Acquisitions 100

Mergers and Acquisitions Transaction Execution Investment Banking Investment Banks 100

The Motley Fool

JANUARY 29, 2025

We also completed large index deals with two of the world's top investment banks, which Baer will discuss shortly. In two of our most notable index business wins, we expanded our relationships with a pair of large investment banks in the Americas. I was wondering if you can provide a bit more color on that.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Big Picture

MARCH 4, 2025

Previously she was co-head of the bank’s Innovation Economy Group. Really fascinating because she sees the world from a very unique perch, has incredible access to every aspect of both commercial and investing banking that a small startup or medium-sized company, and by medium I mean up to $2 billion in revenue might need.

Banks 52

Banks Debt Startups Capital 52

The Big Picture

FEBRUARY 7, 2023

So, by the time I got there, it was well beyond just, you know, financing customer acquisitions of appliances. You know, GE Capital, you have to understand, like, investment banking was so hot then. COHAN: Everybody wanted to be an investment banker. I mean, investment bankers were rock stars, right? COHAN: Right.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103