Axial

APRIL 4, 2024

Today’s guest is Matt Plooster, founder and CEO of Bridgepoint, a boutique investment bank based in Omaha, Nebraska. We start the conversation with a background on private credit and its origins. If you enjoy the podcast, we’d love a review on Apple or Spotify. And if you have an interesting guest in mind, feel free to drop us a line.

Boutique Investment Banks 52

Boutique Investment Banks Buyout Investment Banking Investment Banks 52

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 Banking Investment Banks Banks 52

Axial

DECEMBER 5, 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.

Investment Banking 59

Investment Banking Investment Banks Capital Banks 59

Axial

AUGUST 15, 2024

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

Leveraging 52

Leveraging Investment Banking Investment Banks Banks 52

Axial

JULY 18, 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.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investment Banking Investment Banks 52

Axial

SEPTEMBER 26, 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.

Deal Flow 52

Deal Flow Shareholders Investment Banking Investment Banks 52

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.

Consultants 52

Consultants Consulting Investment Banking Investment Banks 52

Axial

JANUARY 30, 2025

If youd 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.

Investment Banking 52

Investment Banking Investment Banks Financing Finance 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 Banking Investment Banks 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 Banking Investment Banks 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 Banking Investment Banks 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 Consultants Consulting 40

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 Mergers and Acquisitions Assets Investment Banks 130

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.

Consultants 52

Consultants Consulting Legal Banks 52

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

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

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

FEBRUARY 27, 2025

Axial first introduced quarterly League Tables in 2019 to recognize the top Investment Banks and M&A Advisory Firms on Axial based on platform data and activity. At Arketi, were focused on enabling every marketing communications professional inside our company and outside our walls to realize their potential.

Mergers and Acquisitions 59

Mergers and Acquisitions Education Private Equity Firms Private Equity Firms 59

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 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

OCTOBER 24, 2024

If you need a copy of the release and financial schedules or the supplemental deck, they can be downloaded at investor.spglobal.com. We saw this when the investment banks and both the buy side and the sell side were pulling back when inflation had gone up quite dramatically, interest rates were spiking. Thanks, David.

Securities and Exchange Commission (SEC) 130

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

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) 122

Securities and Exchange Commission (SEC) New York Stock Exchange Stock Exchanges Public Companies 122

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 Motley Fool

OCTOBER 13, 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. And finally, banking revenues.

Banks 130

Banks Capital Assets Accounting 130

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 64

Hedge Funds Funds Portfolios Banks 64

The Motley Fool

NOVEMBER 21, 2024

We continue to innovate to maintain our position as the most downloaded vector database on the market. Prior to joining Elastic, Eric spent nearly 10 years at JPMorgan in various investment banking leadership roles. Elasticsearch now supports bit vectors, SIMD acceleration, and INT4 quantization to improve performance.

Securities and Exchange Commission (SEC) 130

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

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 119

Banks Assets Capital Hedge Funds 119

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 Accounting 100

The Big Picture

FEBRUARY 28, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. 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. And he’s been a great mentor.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

FEBRUARY 12, 2024

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

Capital 117

Capital Hedge Funds Funds Mutual Funds 117

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 Financing 52

The Big Picture

APRIL 18, 2023

You can stream and download our full conversation, including any podcast extras, iTunes , Spotify , Stitcher , Google , Bloomberg , and Omny.  The transcript from this week’s, MiB: Joe Barratta, Blackstone’s Global Head of Private Equity , is below. RITHOLTZ: — firms or private equity firms? BARATTA: Yeah.

Private Equity Firms 64

Private Equity Firms Private Equity Firms Assets Financing 64

The Big Picture

DECEMBER 6, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing.

Mutual Funds 64

Mutual Funds Assets Funds Asset Management 64

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 59

Startups Public Companies Assets Companies 59