Axial

DECEMBER 19, 2023

When we surveyed our Investment Banking members on the topic of Exit-Preparation, only 9.6% We’re pleased to share more information on this topic from FOCUS Investment Banking, an Axial member since 2010 and an Axial sell-side partner since March of 2021. A sell-side QofE can also help expedite due diligence.

Due Diligence 98

Due Diligence Best Practices Education Investment Banks 98

Private Equity Wire

JANUARY 30, 2024

AI has also made inroads in the dealmaking process itself, with a significant share already using or planning to use it in their internal documentation (74%) and for M&A due diligence (63%). These AI-infused technology businesses are likely to be of interest to PE firms and strategic acquirers.”

Private Equity Firms 98

Private Equity Firms Private Equity Firms Due Diligence Law Firms 98

BlueMind

JULY 15, 2022

Unethical investment banking and insurance practices that handed all the risk to the investors resulted in one of the biggest financial crises after the Great Depression. Conduct interviews and request questionnaires, surveys, records, and documents. Have everything signed, documented, copied, and safely stored.

Securities and Exchange Commission (SEC) 98

Securities and Exchange Commission (SEC) Legal Investment Banks Investment Banking 98

Axial

JANUARY 10, 2025

Sell-side advisory services are provided by investment banks, M&A advisory firms, and other specialized advisors to help business owners with sales, divestitures, mergers, and other transactions aimed at maximizing value and ensuring a smooth transition to new ownership. Reach out today. What Are Sell-Side Advisory Services?

Due Diligence 52

Due Diligence Mergers and Acquisitions Bidding Consultants 52

Axial

DECEMBER 22, 2023

The BIG 8 Avoidable Mistakes That Derail Deals Read Full Article 7 M&A Documents Demystified Selling a company requires many complicated M&A documents and this eBook breaks down the main seven. In the world of M&A, it’s the “investment teaser”. To download, enter your email below.

Due Diligence 52

Due Diligence Investment Banks Investment Banking Banks 52

Axial

MAY 18, 2023

With a CIM, you can accomplish the equivalent of these conference calls, phone calls, and emails with one document. Your options include: Hiring a professional investment bank. Qualified investment banks have extensive experience building these materials.

Consultants 52

Consultants Consulting Legal Banks 52

The Motley Fool

APRIL 27, 2024

In addition, individuals who are associated with member firms and who are engaged in the investment banking or securities business must be qualified and registered with FINRA. FINRA, under the close supervision of the SEC, oversees its member firms' compliance with these requirements.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Mutual Funds Education Legal 100

Axial

FEBRUARY 15, 2024

When we surveyed Axial’s Investment Banking membership on the topic of exit preparation, we asked a wide range of questions with the hope of distilling the best tips and insights for exit-curious business owners. This is issue 4 of a 5-part series featuring the Investment Bank survey results.

Due Diligence 64

Due Diligence Education Investment Banks Investment Banking 64

The Motley Fool

OCTOBER 15, 2024

Our earnings release documents are available on the Investor Relations section of the bankofamerica.com website. I hope everyone's had a chance to review those documents. The strong year-over-year fee performance was led by a 15% improvement in investment in brokerage services, mostly in our global wealth management business.

Banks 130

Banks Leveraging Assets Capital 130

The Private Equiteer

SEPTEMBER 20, 2022

Courses are not strictly necessary but very helpful for candidates who have not gone through investment banking analyst programs. Wall Street Prep Premium Package As above, this program has hours upon hours of material covering all the basic types of modeling you would expect an investment banking or private equity analyst to know.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 52

The Motley Fool

JANUARY 16, 2025

Our earnings release documents are available on the investor relations section of the bankofamerica.com website, and they include the earnings presentation that we'll make reference to during this call. I hope everyone's had a chance to review the documents. Investment banking gained share of industry revenue in 2024.

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

JULY 14, 2023

We named Barry Simmons as the new head of national sales and wealth and investment management. As the slide shows, our office loans at the end of the second quarter were primarily in corporate investment banking and that is also where we had the most nonaccrual loans in the highest level of allowance for credit losses.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JULY 30, 2024

We're already seeing users leverage S&P Spark Assist to optimize code, rewrite configuration files for software migrations and summarize complex documents. As you know, there were over 60,000 seats that were eliminated from banks and investment banks since the COVID cycle. M&A is still relatively weak.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

JANUARY 12, 2024

As usual, our earnings release documents are available on the investor relations section of the bankofamerica.com website, and they include the earnings presentation that we will be referring to during this call. I trust everybody's had a chance to review the documents. The company's overall investment banking fees were 1.1

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

AUGUST 14, 2024

So, participants in this call who may not have already done so may wish to look at those documents as the company will only provide a summary of the results discussed on today's call. Today's call may include certain non-GAAP financial measures.

Assets 130

Assets Legal Capital Companies 130

The Motley Fool

JANUARY 6, 2024

I'm not an expert on the company or really any investment bank. But it also underperforms Citigroup , which is our version of Deutsche Bank. When it comes to investment banks, it's the dysfunctional member of the family. Matt Argersinger: Same with all the employees at Goldman Sachs and investment banks.

Investing 130

Investing Banks Shareholders Portfolios 130

Axial

DECEMBER 16, 2024

With this in mind, lets take a detailed look at the preparations to consider while planning your exit: Define Your Motivations for Selling and Set Your Goals One respondent to our Investment Banking survey, Chris Perfect from Concept and Perspective , views motivations and goal-setting as foundational to the exit planning phase.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Accounting 40

The Motley Fool

OCTOBER 17, 2024

These documents will be made available on our investor relations website at investor.wd40company.com. The descriptions and that conciliations of these non-GAAP measures are available in our SEC filings, as well as the earnings documents posted on our investor relations website.

Leveraging 130

Leveraging Capital Companies Banks 130

The Motley Fool

JULY 10, 2024

These documents are available on our investor relations website at investor.wd40company.com. The descriptions and reconciliations of these non-GAAP measures are available in our SEC filings, as well as the earnings documents posted on our investor relations website. Should you invest $1,000 in WD-40 right now?

Leveraging 130

Leveraging Capital Funds Assets 130

The Motley Fool

MAY 9, 2024

Just like when merger and investment bankers meet with people. When I was investment banking, we had the Gantt chart, the entire process, and they would coordinate the lawyers and the accountants. The second are the documents. That will all be visual in this place with all the tasks and who does what.

Mergers and Acquisitions 130

Mergers and Acquisitions Banks Amortization Public Companies 130

The Motley Fool

NOVEMBER 30, 2023

For a discussion of these risks and uncertainties, please refer to documents we filed with the SEC. These documents contain and identify important risk factors and other information that may cause our actual results to differ materially from those contained in our forward-looking statements. This assumes 36.1

Debt 130

Debt Accounting Prospects Capital 130

The Motley Fool

MAY 9, 2024

We are also exploring opportunities to leverage our AI agents with the various adjacent sectors ranging from earnings calls to PR agencies to investment banks to provide an ever-expanding universe of usage for AI capabilities.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Legal Leveraging Capital 130

Axial

JUNE 6, 2023

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. The platform is used by over 2,000 boutique investment banks that don’t post/list their deals anywhere online.

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Finance 52

The Motley Fool

FEBRUARY 23, 2024

John Payne -- President and Chief Operating Officer Yeah, Greg, and then it comes down, as I mentioned, quality of the sponsors, the amount of equities, the overall, you know, loan-to-cost or loan-to-value and then the protections that are obviously ultimately documented in our agreements. They are a force multiplier for us.

Assets 130

Assets Capital Leveraging Debt 130

The Motley Fool

NOVEMBER 21, 2024

Prior to joining Elastic, Eric spent nearly 10 years at JPMorgan in various investment banking leadership roles. And our core strength is when it comes to unstructured messy data, right, whether it's logs, whether it's Word documents, whether it's product descriptions, that data is always is best suited to bring into Elasticsearch.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

OCTOBER 24, 2024

It's been inspiring to see some of these early use cases emerge in code development, document analysis, record-keeping and process improvement, and the way people are sharing their new skills across S&P Global. Not only does this make our employees more productive, but it allows us to cross-pollinate new use cases across the organization.

Securities and Exchange Commission (SEC) 130

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

The Big Picture

FEBRUARY 28, 2023

I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. I just signed a whole bunch of bank docs through DocuSign on my laptop. I was tentatively committed to go to Lehman Brothers. That’s been around forever, but it’s ubiquitous.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

FEBRUARY 12, 2024

And eventually I got a job offer at Donaldson Lefkin Jenette, which is no longer here, but it was an investment bank of, of some note at the time. I interviewed with some airlines. I interviewed with just whatever was coming onto campus. And I joined their two year analyst program. 00:36:58 [Speaker Changed] Wow.

Capital 117

Capital Hedge Funds Funds Mutual Funds 117

SEI

SEPTEMBER 17, 2022

So you have custody banks, you have investment banks, and then you have kind of independent providers like SS&C and Citco. The most important document is probably the cashflow statement. But we have more ways than land, I guess, is one key competitive advantage of ours. Rajiv Bhatia: Makes sense.

Assets 49

Assets Banks Asset Management Accounting 49

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 Finance Financing 59

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 Big Picture

APRIL 25, 2023

One of the, you know, risks of being an attorney is people will always come up to you and ask you about a problem, and then two-thirds of the way through the conversation you find they already signed that document, oh, I’m sorry, but I can’t help you, you have a contract. And your answer is, oh, that’s a terrible deal.

Legal 64

Legal Law Firms Consultants Consulting 64

Sara Grillo

MAY 8, 2023

The fair market value of the cap is what the carrier paid the investment bank to buy the 10% cap. As you say, Well, the fair market value of the 10% cap is what the carrier paid the investment bank to buy the 10% cap. Let’s supposed for a minute the cap is 10%. And that’s it. SARA GRILLO: Why is it dangerous?

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

Sara Grillo

SEPTEMBER 26, 2022

Salaske: I think part of the other challenge too is, is even if you have the data and even if the CFP Board was inclined to actually use that data and go make folks go through their disciplinary process, if you look at their disciplinary process and also the disciplinary items that they actually look at it.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consultants Consulting 59

The Motley Fool

MARCH 30, 2025

Check them out and earn up to 4.65% annual percentage yield (APY) on your investment. Step 3: Gather required information Prepare the necessary personal information and documents required for opening an account. Now is a great time to lock in high rates, enhancing your financial portfolio. We compiled a list of the best CD rates below.

Banks 130

Banks Accounting Investment Banks Investment Banking 130

The Motley Fool

DECEMBER 26, 2024

The new rule paves the way for the widespread use of air taxis and is viewed as "broadly positive" by the investment bank Canaccord. In November, Joby broke ground on constructing its first "vertiport" in its planned Dubai air taxi network. Thus far, Joby has completed three of the five stages to achieve this certification.

Investment Banks 130

Investment Banks Investment Banking Banks Shareholders 130

The Motley Fool

FEBRUARY 23, 2025

This new rule facilitates the widespread use of air taxis and has been described as "broadly positive" by the investment bank Canaccord. In October, the FAA made a big step for advanced air mobility (AAM) by releasing its final Special Federal Aviation Regulation (SFAR) concerning powered-lift pilot certification and operation.

Investment Banks 130

Investment Banks Investment Banking Banks Shareholders 130