The Motley Fool

OCTOBER 23, 2024

In short, I'd let familial ties replace due diligence. Editorial content from The Ascent is separate from The Motley Fool editorial content and is created by a different analyst team.Discover Financial Services is an advertising partner of The Ascent, a Motley Fool company. Why did the stock tank? I didn't know.

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Due Diligence Leveraging Investing Financial Services 130

The Motley Fool

SEPTEMBER 12, 2024

But before you buy a franchise, you must do your due diligence to make sure that you're buying into a system and franchise that has a high likelihood of success and profitability. The Motley Fool recommends Discover Financial Services. Consequently, there are more than 800,000 franchises in the U.S.

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Due Diligence Financial Services Accounting Companies 130

The Motley Fool

DECEMBER 12, 2023

While this digital approach to financial services may seem unconventional, it appears to be working. A strong operation with one noticeable blemish SoFi offers its users many of the same services you'd find at other banks. The company doesn't have physical brick-and-mortar locations akin to legacy players such as Wells Fargo.

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Due Diligence Financial Institutions Banks Financial Services 130

FinSMEs

JULY 17, 2024

Xapien, a London, UK-based AI due diligence provider, raised £8M in Series A funding.

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Due Diligence Funds Financial Services Companies 67

The Motley Fool

JANUARY 12, 2024

A policy in review I decided to ring in the year by doing my due diligence toward my personal finances and seeing where I might be able to make some easy cuts to save in 2024. The Motley Fool recommends Discover Financial Services. The Motley Fool has a disclosure policy.

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Due Diligence Finance Financing Financial Services 130

The Motley Fool

JUNE 28, 2024

Cash App targets individual users with financial services including bank accounts and credit cards and is one of the most popular peer-to-peer payment services. If you've done your due diligence and feel confident in Block's turnaround story, you could hold onto Block stock.

Due Diligence 100

Due Diligence Financial Services Banks Shareholders 100

Pension Pulse

FEBRUARY 10, 2025

Obviously they did their due diligence and liked what they saw or else they wouldn't have tendered an offer. With this take-private deal, BCI will grow its global infrastructure portfolio and use BBGI's experienced management team to add more assets as they come available.

Pension Funds 59

Pension Funds Education Stakes Asset Management 59

Private Equity Wire

JUNE 20, 2023

Partnering with a collaborative firm to help navigate this environment can help them exceed operational due diligence and SEC audits with less difficulty, says Vinod Paul, chief operating officer, Align. Are there upcoming regulatory changes which could affect your business and that of your clients?

Due Diligence 52

Due Diligence Hedge Funds Best Practices Financial Services 52

Sara Grillo

APRIL 19, 2024

Please conduct your own due diligence and come to your own decision. Also, I am under no obligation to update any financial advisor lists, and the conditions of service offered by these firms may change over time without being reflected here. There are many advisors who work with clients this way.

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Due Diligence Legal Accounting Education 97

Diamond Consultants

JUNE 23, 2022

Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. In 2021, Cetera Financial Group acquired Voya Financial Advisors. So what does an IBD advisor do next?

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Due Diligence Education Financial Services Assets 52

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. Fortune Financial evaluates various due diligence areas such as the track record, reputation and fees associated with these platforms to make an informed decision.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. Fortune Financial evaluates various due diligence areas such as the track record, reputation and fees associated with these platforms to make an informed decision.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Sara Grillo

DECEMBER 11, 2023

I compiled a list of low fee financial advisors for those seeking financial advice that won’t cost a fortune. Please conduct your own due diligence and come to your own decision. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them.

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Consulting Consultants Due Diligence Education 59

Sara Grillo

MAY 24, 2024

Please conduct your own due diligence and come to your own decision. Also, I am under no obligation to update this list and the conditions of service offered by these firms may change over time without being reflected here. . #3 Protect yourself from the financial services industry! Check it out.

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Due Diligence Education Consulting Consultants 52

Sara Grillo

JANUARY 8, 2024

By the way, if you happen to be a small investor looking for financial advice, I have a list of advisors who are open to serving such clients. Please conduct your own due diligence and come to your own decision. But before you read it, please understand that this is not an endorsement of any particular company or person.

Accounting 64

Accounting Consulting Consultants Due Diligence 64

The Motley Fool

AUGUST 29, 2023

These forward-looking statements are based on management's current views and expectations, entail certain assumptions made as of today's date, and are subject to various risks and uncertainties described in our SEC filings and other publicly available documents, the financial services industry, and global economic conditions.

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Banks Financial Institutions Accounting Mergers and Acquisitions 246

Pension Pulse

FEBRUARY 18, 2025

Renewi agreed to give Macquarie access to confirmatory due diligence and said the offer is at a value that it would be inclined to recommend. of the company and have pledged to support the potential offer. Macquarie has until 5:00 p.m. local time on Dec. We are pleased to welcome Natasha and Derrick to the team, added Pittman.

Asset Management 52

Asset Management Due Diligence Stock Exchanges Assets 52

The Motley Fool

NOVEMBER 8, 2024

Key verticals to call out includes life science and healthcare, emerging markets, and, notably, financial services and software and biotech, which both returned to sequential growth this quarter. Moving to our vertical performance, financial services increased 3.3% to Q3 GAAP EPS.

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Taxes Financial Services Consulting Consultants 130

Axial

JANUARY 30, 2024

Visit Merit Investment Bank’s Profile “Brentwood Growth assists home service and facility management business owners wanting to sell all or part of their business. We assist in valuation, transaction structure, marketing the business, leveraging our network of institutional buyers and managing due diligence / legal process to close.

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Investment Banks Investment Banking Banks Mergers and Acquisitions 105

Axial

FEBRUARY 27, 2024

” Industries: Financial Services, Technology, Business Services, Healthcare, Industrials Visit JLL’s Profile “Founded in 2005, KLH Capital is a private equity firm serving family- and founder-owned, lower middle-market companies. We are able to complete due diligence with limited information.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Mergers and Acquisitions 59

Sara Grillo

DECEMBER 22, 2023

Please conduct your own due diligence and come to your own decision. Also, I am under no obligation to update this list and the conditions of service offered by these firms may change over time without being reflected here. If you have questions about anyone on this list, let me know. Sara G Sources Rostad, Knut. (9

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Due Diligence Consulting Consultants Legal 52

Sara Grillo

AUGUST 25, 2023

Please conduct your own due diligence and come to your own decision. Also, I am under no obligation to update this list and the conditions of service offered by these firms may change over time without being reflected here. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

Accounting 52

Accounting Consulting Consultants Due Diligence 52

Sara Grillo

MAY 16, 2022

I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. There are alot of schmucks out there hawking crap products disguised as financial advice. Please conduct your own due diligence and come to your own decision.

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Assets Due Diligence Consulting Consultants 52

Axial

MAY 4, 2023

” Industries: Consumer Goods, Manufacturing, Materials, Financial Services, Distribution, Industrials, Real Estate , Business Services, Consumer Services Visit Ardent’s Profile “Plethora Businesses is a leading M&A Advisor for the lower middle market.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Axial

MAY 23, 2023

” Industries: Financial Services, Business Services, Technology Visit Weave Growth’s Profile “Amalgam Capital, LLC is a private investment firm focused on small to medium sized acquisitions. .” The firm utilizes experienced operators to help expedite due diligence and identify ways to unlock value.”

Private Equity Firms 52

Private Equity Firms Private Equity Firms Accredited Investors Business Services 52

Pension Pulse

OCTOBER 11, 2024

With S&P 500 financial services stocks adding 1.95%, the S&P 500 Banks index added 4.2%. Alright, let me wrap it up with the top performing large-cap stocks this week: And here's my stock of the week (do your due diligence): Enjoy your weekend and wish all Canadians a Happy Thanksgiving!

Banks 59

Banks Due Diligence Asset Management Assets 59

The Motley Fool

APRIL 26, 2024

In the first quarter of 2024, the financial services loss of approximately $700,000 included $5.8 This compares to financial services profit of $2.9 Excluding these charges, the profitability of our financial services is held in line with our historical averages. million in similar write-offs.

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Securities and Exchange Commission (SEC) Leveraging Finance Financing 130

The Motley Fool

FEBRUARY 1, 2024

In our pipeline, we also have another approximately 28,000 lots where due diligence is still ongoing. The first quarter EPS guidance is inclusive of about $70 million of costs to unwind a rate lock, which will be incurred through our Financial Services segment. billion to $1.3 billion, home closing gross margin of 23.5%

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Securities and Exchange Commission (SEC) Leveraging Finance Financing 130

Pension Pulse

SEPTEMBER 28, 2023

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. A break fee of $14.9 For more information, please visit www.centerbridge.com and LinkedIn.

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Shareholders Finance Financing Banks 52

The Big Picture

OCTOBER 31, 2023

And so our initial thrust was what our first hedge fund called Bay Pond, which is a financial services hedge fund, started by Nick Adams back in 1994, which will, I guess be celebrating its 30th anniversary next year. And so we, we kind of stay very stealth when we’re in the due diligence process.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Big Picture

FEBRUARY 28, 2023

When I came up in the industry, when a company would come up for sale, we would have four or five months to research that business, and to do due diligence, and to meet the management team, to build our models. And this isn’t dissimilar from what’s happened in prior eras within the financial services sector.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

MARCH 2, 2024

In this podcast, Motley Fool host Ricky Mulvey and analyst Jim Gillies discuss: How a merged Capital One and Discover Financial Services would compare to the big banks. Three members of the Discover Financial board are going to be joining Capital One board. The investor reaction to the proposed merger. Home Depot 's earnings.

Financial Services 130

Financial Services Capital Mergers and Acquisitions Banks 130

The Motley Fool

FEBRUARY 28, 2024

We then used that platform to design, develop, and bring to market over 45 production enterprise AI applications that address the value chains of manufacturing, financial services, agribusiness, chemicals, lumber, paper products, utilities, oil and gas, state and local government, defense and intelligence.

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Liabilities Due Diligence Professional Services Legal 130

Pension Pulse

JUNE 1, 2023

A unique collaboration to build sustainable finance Innocap, a global leader in managed account platforms, will act as the investment fund manager for the Investi Fund and will provide a rigorous institutional framework for due diligence, risk management, and ongoing monitoring. This will not be your typical ESG fund.

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Finance Financing Due Diligence Funds 52

Sara Grillo

JUNE 12, 2023

It requires care, skill, prudence, and due diligence (a best interests standard of care) to be followed when selling insurance. New York State Department of Financial Services. If fiduciaries were to behave as fiduciaries there would be fewer issues with these life insurance illustrations! 2017, Nov 15). And 0:30:26.4

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Axial

FEBRUARY 13, 2024

There are numerous factors that can lead to the breakdown of a deal, including financing challenges, discrepancies in EBITDA evaluations, and findings uncovered during due diligence, among others. Holding Company Industrials Other One of the acquisition partners withdrew from the deal.

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Due Diligence Mergers and Acquisitions Finance Financing 52

Axial

FEBRUARY 13, 2025

Family Office Arts & Entertainment Services Renegotiation The seller changed their asking, and the deal fell apart. Independent Sponsor Financial Services Couldn't Secure Financing The financing costs were too high to make it work. 136 Business Services $9,983,399 $1,553,277 8.26

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Due Diligence Mergers and Acquisitions Exit Strategy Finance 52