Axial

DECEMBER 22, 2023

To download, enter your email below. 3 Investment Banking League Tables These league tables reveal the top 25 investment banks that were active on the Axial platform in the first three quarters of 2023. Download the ebook below. In venture capital, there’s the product demo and 10-slide pitch deck.

Due Diligence 52

Due Diligence Investment Banks Investment Banking Banks 52

Axial

JANUARY 2, 2024

If you’d like to go deeper, head to Axial.com, where there are dozens of recorded Axial member roundtables, downloadable tools for dealmakers, quarterly lower middle market investment banking league-table rankings, and other useful information. If you enjoy the podcast, give us a review on Apple or Spotify.

Investment Banks 64

Investment Banks Investment Banking Banks Capital 64

Axial

JUNE 4, 2024

If you’d like to go deeper, head to Axial.com, where we make available the Axial member directories, downloadable tools for dealmakers, the Axial quarterly lower middle market investment banking league-table rankings, the SMB M&A pipeline report, and other useful information.

Consulting 52

Consulting Consultants Investment Banks Investment Banking 52

Axial

FEBRUARY 1, 2024

If you’d like to go deeper, head to Axial.com, where there are dozens of recorded Axial member roundtables, downloadable tools for dealmakers, quarterly lower middle market investment banking league-table rankings, and other useful information. If you enjoy the podcast, give us a review on Apple or Spotify.

Leveraging 52

Leveraging Investment Banks Investment Banking Banks 52

The Big Picture

JULY 22, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. Previously, she was a senior reporter at Wall Street Journal covering finance, investment banking and M&A.

Hedge Funds 52

Hedge Funds Finance Financing Leveraging 52

Axial

JUNE 13, 2023

In this episode, host Peter Lehrman sits down with Brad Smith, Co-Founder and Managing Director of specialist healthcare investment bank Vertess Advisors. Brad shares his journey from employee to CEO of a durable medical equipment provider to co-founding Vertess.

Mergers and Acquisitions 52

Mergers and Acquisitions Investment Banks Investment Banking Banks 52

Axial

NOVEMBER 14, 2023

To download, please enter your email below. The deal spent 257 days in market before the Winning LOI was executed and successfully closed 98 days later. The Winning LOI eBook | Vol. 1-25 To assemble this eBook, we compiled the first 25 Winning LOIs and included summary breakdowns of key data points. EBITDA Range (TTM) $2M - $2.5M

Enterprise Values 52

Enterprise Values Investment Banks Investment Banking Banks 52

Axial

JUNE 27, 2023

Nick started Accordion after prior chapters in investment banking and private equity / mezzanine lending. Their clients, which include investment leaders Bain, Apollo, Hellman & Friedman, Golden Gate, Thoma Bravo, and many others, speaks for itself. If you enjoy the podcast, give us a review on Apple or Spotify.

Finance 40

Finance Financing Consulting Consultants 40

Axial

MAY 18, 2023

Your options include: Hiring a professional investment bank. Qualified investment banks have extensive experience building these materials. Ask them for samples so you can get familiar with their work; some banks might be a better fit for your business and style than others.

Consulting 52

Consulting Consultants Legal Banks 52

Tucker Advisors

SEPTEMBER 27, 2021

Shortly after The Great Recession began unraveling in 2008, many people feared insurance companies would suffer the same fate as investment banks like Lehman Brothers, Bear Sterns, Wachovia and Washington Mutual. After all, no one could have predicted those banks would fail, either. High Profile Use of Annuities Download.

Companies 52

Companies Liabilities Legal Banks 52

The Motley Fool

APRIL 12, 2024

I'd like to remind you that today's presentation, which is available for download on our website, citigroup.com, may contain forward-looking statements which are based on management's current expectations and are subject to uncertainty and changes in circumstances. On Slide 14, we show the results for Banking for the first quarter.

Banks 130

Banks Assets Mergers and Acquisitions Capital 130

The Big Picture

JANUARY 24, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. It was between corporate law and investment banking. All you got to do is download them like you would a Netflix movie. RITHOLTZ: Oh, really? KLINSKY: Yeah.

Leveraged Buyouts 104

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 104

The Big Picture

NOVEMBER 22, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: From there, you ended up going into a decade of equity research and investment banking at shops like Bank of America, Piedmont, others. Your parent may work there.

Financing 57

Financing Finance Hedge Funds Venture Capital 57

The Big Picture

SEPTEMBER 7, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , and Acast. What is your process like to prepare for — I don’t know if we still use the phrase beauty contest, but that was the old investment banking phrase. Is it the investment bank?

Securities and Exchange Commission (SEC) 120

Securities and Exchange Commission (SEC) New York Stock Exchange Stock Exchanges Public Companies 120

The Big Picture

JULY 2, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Now this is a website that had cost the state $70 million to make and it was extremely janky and his intent was just to download all the information and then see what he could do with it.

Legal 57

Legal Hedge Funds Finance Financing 57

The Motley Fool

JULY 14, 2023

I'd like to remind you that today's presentation, which is available for download on our website, citigroup.com, may contain forward-looking statements, which are based on management's current expectations and are subject to uncertainty and changes in circumstances. But the long-awaited rebound in investment banking has yet to materialize.

Banks 130

Banks Capital Investment Banks Investment Banking 130

Axial

OCTOBER 12, 2023

Building a top-notch buyer list can single-handedly help one investment bank win a deal over another. To read more on each lesson above, download the eBook below. For advisors, the thing that has the highest impact on the success of a closed transaction is the strength of their buyer list.

Leveraging 52

Leveraging Best Practices Assets Prospects 52

The Motley Fool

OCTOBER 15, 2024

I'd like to remind you that today's presentation, which is available for download on our website, citigroup.com, may contain forward-looking statements, which are based on management's current expectations and are subject to uncertainty and changes in circumstances. It was a particularly pleasing quarter in banking. year to date.

Banks 130

Banks Assets Leveraging Capital 130

The Motley Fool

JANUARY 12, 2024

I'd like to remind you that today's presentation, which is available for download on our website, citigroup.com, may contain forward-looking statements, which are based on management's current expectations and are subject to uncertainty and changes in circumstances. Banking revenues decreased 15% to $4.6

Banks 130

Banks Capital Investment Banks Investment Banking 130

The Motley Fool

JULY 30, 2024

If you need a copy of the release and financial schedules or the supplemental deck, they can be downloaded at investor.spglobal.com. As you know, there were over 60,000 seats that were eliminated from banks and investment banks since the COVID cycle. We saw softness as the interest rates had gone up.

Securities and Exchange Commission (SEC) 130

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

The Big Picture

DECEMBER 5, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. 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.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

JANUARY 9, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. It was underwriting, you know, it was like doing investment banking, underwriting public offerings. So like if you’re a fancy corporate lawyer, you wanna be an investment maker.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

The Big Picture

DECEMBER 19, 2023

 You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Sitting, you know, sitting with you Barry, and, and you know, investing and being a part of a great investment firm. All of our earlier podcasts on your favorite pod hosts can be found here.

Hedge Funds 62

Hedge Funds Funds Portfolios Banks 62

The Big Picture

JULY 26, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. They could have been in investment banking. She is — I actually downloaded it on Audible so I get to hear her talk about it. They could have been in consulting firm.

Consulting 117

Consulting Consultants Private Equity Firms Private Equity Firms 117

The Big Picture

SEPTEMBER 23, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. That whole distressed debt department at city 00:06:31 [Speaker Changed] Banks are wanting to sell? I work for a really senior guy in the investment bank. I write a business plan for it.

Debt 57

Debt Leveraging Banks Leveraged Buyouts 57

The Motley Fool

APRIL 25, 2024

If you need a copy of the release and financial schedules, or the supplemental deck, they can be downloaded at investor.spglobal.com. And also if the large investment bank consolidation impact was in this quarter or if it hasn't hit yet. So I wanted to see if that was your experience as well? Thank you very much.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Debt Capital 130

The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. Investment banks were not really a known concept in the area where I grew up.  The transcript from this week’s, MiB: Julian Salisbury, CIO, Goldman Sachs , is below.

Liabilities 117

Liabilities Assets Banks Hedge Funds 117

The Motley Fool

JULY 12, 2024

I'd like to remind you that today's presentation, which is available for download on our website, citigroup.com, may contain forward-looking statements, which are based on management's current expectations and are subject to uncertainty and changes in circumstances. On Slide 15, we show the results for banking for the second quarter.

Banks 130

Banks Capital Leveraging Assets 130

The Big Picture

JUNE 18, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. I think it’s a great book for 30 something men in investment banking. Last night I downloaded Max, I looked up Hulu, I was on Paramount, I was on Netflix, I was on Amazon.

Companies 57

Companies Education Legal Law Firms 57

The Motley Fool

FEBRUARY 22, 2024

So, Frame is -- I've referred to it in the past when we've talked about it as really kind of the do-it-yourself Metaverse, meaning that it doesn't, whereas Virbela was a fairly heavy application, you had to download a client and then those clients when you get into large enterprises, investment banks, etc.,

Legal 100

Legal Management Fees Leveraging Companies 100

The Big Picture

SEPTEMBER 10, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. So I was really investment banking.  The transcript from this week’s, MiB: Mike Wilson, Morgan Stanley , is below. What was that experience like? What was your trading career like?

Companies 62

Companies Investing Hedge Funds Pension Funds 62

The Big Picture

JUNE 11, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Investment banks, there’s two and a few others. But the brokerage houses, you know, Morgan and Merrill and the investment banks, multi-trillion dollars.

Mergers and Acquisitions 62

Mergers and Acquisitions Taxes Consulting Consultants 62

The Big Picture

JANUARY 30, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. What sort of advice would you give to a recent college grad interested in a career in either media or investing?  The transcript from this week’s, MiB: Sarah Kirshbaum Levy, CEO Betterment , is below.

Startups 57

Startups Public Companies Companies Assets 57

The Big Picture

JULY 24, 2023

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , Stitcher , Google , YouTube , and Bloomberg. There literally was just a “Wall Street Journal” article out recently that said 90% of the investment bank economists all went to the same six graduate schools.

Banks 52

Banks Hedge Funds Debt Legal 52

The Big Picture

AUGUST 8, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. In the financial crisis, let’s remember, Goldman Sachs and Morgan Stanley became bank holding companies. ADMATI: They were investment banks. ?. Transcript: Anat Admati.

Banks 80

Banks Debt Financing Finance 80

The Big Picture

MAY 23, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes Stitcher , Bloomberg , Spotify , Google , and YouTube. GREW: So, I got a call and this one was ultimately from a recruiter who’s working for Lehman Brothers, an investment bank, a bond house. RITHOLTZ: Uh-oh. RITHOLTZ: Right.

Hedge Funds 62

Hedge Funds Financing Finance Funds 62

The Big Picture

SEPTEMBER 12, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , Bloomberg , and Acast. It’s a town of about 4,000 people, so exposure to markets or investment banking or any of the careers in finance was not something that you really envisioned.

Banks 117

Banks Assets Capital Hedge Funds 117