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%). Cash reserves are an overwhelmingly popular option, with 90% expecting it to be a commonly used form of financing, particularly in the US.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Due Diligence Law Firms 98

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 Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

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 Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

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

Axial

DECEMBER 14, 2023

On the sell-side, advisors reported that owners have been less eager to enter the market due to declining asset valuations. We recently surveyed the Axial Investment Bank membership on the topic of exit preparation. Out of the 73 investment bankers who participated in the survey, only 1.4%

Due Diligence 59

Due Diligence Investment Horizon Bidding Banks 59

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. Navigating Rising Cost of Capital Higher borrowing costs are presenting significant challenges in financing industrial M&A transactions.

Mergers and Acquisitions 52

Mergers and Acquisitions Due Diligence Deal Origination Investment Banks 52

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

Axial

DECEMBER 22, 2023

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. We are honored to count these American veterans as members of Axial and are eager to witness and support their endeavors in the private sector.

Due Diligence 52

Due Diligence Investment Banks Investment Banking Banks 52

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

Trivest Partners

NOVEMBER 1, 2022

Seneca Partners was formed in 1999 as a merchant bank, doing both investment banking and investing into privately held companies. In 2003, we formed Seneca Health Partners, a small, committed healthcare fund focused on growth stage investing. We will work on transactions with $3M-20M+ of EBITDA.

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 40

Pension Pulse

AUGUST 8, 2023

He also spent 25 years in investment banking at Japanese dealer Nomura Securities, German lender Deutsche Bank AG and U.S.-based Previously, Michael spent over 25 years in investment banking, working across asset classes, in various roles at Nomura Securities, Deutsche Bank and Morgan Stanley. billion ($3.72

Venture Capital 52

Venture Capital Capital Pension Funds Startups 52

Pension Pulse

SEPTEMBER 28, 2023

The Scheme is not subject to any financing condition. Under the SIA, Costa will be subject to customary exclusivity obligations, including no shop, no talk and no due diligence obligations (the latter two subject to a customary fiduciary exception), notification obligations and a matching right. Wells Fargo ranked No.

Shareholders 52

Shareholders Financing Finance Banks 52

The Big Picture

JANUARY 9, 2024

And so he has this unique way of taking these very complicated, sophisticated ideas and making them both accessible and amusing to both finance professionals and, and laypeople. Nobody in the world writes about markets, finance derivatives, hedge funds, you name it, the way Matt does. Over 300,000 people get his, his daily missive.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Big Picture

JULY 26, 2022

I financed with credit cards. Well, you have to have a certain track record, be around for certain length of period, be able to check all of their due diligence boxes, and that takes time and money. They could have been in investment banking. RITHOLTZ: How did that initial PE transaction work out? WEAVER: Yeah.

Consultants 119

Consultants Consulting Private Equity Firms Private Equity Firms 119

The Big Picture

DECEMBER 5, 2023

Were you always thinking about going into finance? What, what was it that made you say, Hey, this finance thing looks like it’s fun and interesting? 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

OCTOBER 31, 2023

And what I think distinguishes us at Wellington is that we’re able to utilize our public market investors in the due diligence process in helping us assess. And we have co-investors that we work with that are clients of ours that we want to be able to offer them the opportunity to invest also.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Big Picture

JANUARY 24, 2023

It was between corporate law and investment banking. RITHOLTZ: So even back then, when it was the size that you could take a Christmas picture with everybody in one room at Goldman, they’re still doing investment banking. RITHOLTZ: Oh, really? KLINSKY: Yeah. They’re trading. They’re advising clients.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

FEBRUARY 28, 2023

That’s kind of unusual these days, you went straight to the Partners Group after you got a Bachelor’s in Finance from Brigham Young University and the Marriott School of Management, and you’ve stayed there your entire career. That seems to be inordinately lengthy compared to the way traditional finance operates.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

Private Equity Wire

APRIL 1, 2025

The agreement grants AGL the right of first refusal on Barclays private credit deals while also allowing it to participate in transactions underwritten by other banks. He cited AGLs investment expertise and credentials as key advantages. However, Barclays did not commit its own capital to the initiative.

Leveraged Buyouts 73

Leveraged Buyouts Due Diligence Funds Buyout 73

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. So that, that sort of put Amherst on a different pact because prior to that, our core business model was investment banking, brokerage market making, and underwriting. The LTV was very high.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Big Picture

DECEMBER 20, 2022

KOENIGSBERGER: So I did my study on that, and I got fortunate enough to meet a gentleman who had been the Finance Minister of Peru. And again, I’m Political Science and History major prior to graduate school, so that I actually get experienced in finance. RITHOLTZ: Sure. He’d been the head of Wells Fargo International.

Hedge Funds 64

Hedge Funds Debt Banks Assets 64

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. Turning finally to asset managers.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

Pension Pulse

NOVEMBER 22, 2024

“This indictment alleges schemes to pay over US$250 million in bribes to Indian government officials, to lie to investors and banks to raise billions of dollars, and to obstruct justice,” deputy assistant attorney general Lisa H. Spent most of his career, until then, on an investment banking desk. Miller said in a statement.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 59

The Big Picture

APRIL 11, 2023

And then meld in a little psychology and behavioral finance, and you have what is truly a masterclass by one of the great professors in the world of finance. ASWATH DAMODARAN, KERSCHNER FAMILY CHAIR IN FINANCE EDUCATION, NYU STERN SCHOOL OF BUSINESS: I’m glad to be back. RITHOLTZ: That’ll help finance the purchase.

Education 119

Education Financing Finance Taxes 119