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

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 Banking 64

Investment Banking Investment Banks 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.

Consultants 52

Consultants Consulting Investment Banking Investment Banks 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 Financing Finance 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.

Financing 40

Financing Finance Consultants Consulting 40

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

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

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 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

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 Financing Finance 57

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 Banking Investment Banks 130

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 Banking Investment Banks 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 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

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

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 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

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

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 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.

Consultants 117

Consultants Consulting Private Equity Firms Private Equity Firms 117

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 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

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

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

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

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

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 Consultants Consulting 62

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

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.

Public Companies 57

Public Companies Startups Companies Assets 57

The Big Picture

JUNE 13, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. I joined, effectively, Deutsche Bank. And looking backwards, as much as investment banking, even with banks that are no longer there, was a great, that was a great training.

Banks 57

Banks Asset Management Assets Capital 57

The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg.

Hedge Funds 62

Hedge Funds Mutual Funds Funds Due Diligence 62

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 62

Mutual Funds Assets Funds Companies 62