Axial

DECEMBER 23, 2024

Ashlyn Falahee, VP of Sales & Marketing, Sun Protection of Florida Peakstone Group is a Chicago-based, 40+ person investment bank that specializes in mergers and acquisitions advisory and capital raising. Ultimately, SunPro engaged Axial member Peakstone Group and began their transaction process.

Due Diligence 52

Due Diligence Mergers and Acquisitions Bidding Private Equity Firms 52

Private Equity Wire

MAY 8, 2024

Talisman most recently served as a Managing Director at Principal Alternative Credit, where he led and managed the sourcing, structuring and due diligence of non-sponsored private credit investments. Talisman has also worked in investment banking at GrowthCap, North Sea Partners and Lehman Brothers.

Due Diligence 97

Due Diligence Capital Investment Banks Investment Banking 97

Private Equity Wire

JUNE 24, 2024

Stax specialises in commercial due diligence, value creation and exit planning for private equity firms, PE-backed companies, hedge funds and investment banks, across software/technology, healthcare, business services, industrial, consumer/retail and education.

Consulting 95

Consulting Consultants Due Diligence Private Equity Firms 95

Axial

JANUARY 10, 2025

Sell-side advisory services are provided by investment banks, M&A advisory firms, and other specialized advisors to help business owners with sales, divestitures, mergers, and other transactions aimed at maximizing value and ensuring a smooth transition to new ownership. Reach out today. What Are Sell-Side Advisory Services?

Due Diligence 52

Due Diligence Mergers and Acquisitions Bidding Consulting 52

The Motley Fool

FEBRUARY 27, 2024

For some, investing in companies taking advantage of emerging trends, such as artificial intelligence (AI), can be lucrative. This can require lots of effort when it comes to performing due diligence, and there's always the risk that you could be wrong. It specializes in an investment vehicle called venture debt.

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Leveraged Buyouts Due Diligence Initial Public Offering Exchange-Traded Funds 130

Private Equity Insights

DECEMBER 11, 2023

Arkhouse Management, a real-estate focused investing firm, and Brigade Capital Management, a global asset manager, submitted a proposal to acquire the Macy’s stock they don’t already own for $21 a share on Dec. private, according to a person familiar with the matter on Sunday. 1, the person said.

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Bidding Due Diligence Stakes Asset Management 130

Private Equity Insights

JULY 7, 2023

US-based Warburg has signed an exclusivity agreement with Appasamy, and the due diligence has started, they said. Investment bank Edelweiss Finance is managing the sale process, the sources said. Read more Audax Private Equity Announces Agreement to Sell CorEvitas to Thermo Fisher Scientific In $912.5m

Private Equity Firms 130

Private Equity Firms Private Equity Firms Due Diligence Stakes 130

The Motley Fool

OCTOBER 31, 2024

But a smaller investment minimum doesn't mean that this type of bond has lower risks. Baby bonds are issued by the same types of companies that issue traditional bonds, including utility companies, investment banks, telecom companies and other types of corporate issuers. Learn more about bonds and other investment products.

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Due Diligence Investing Bidding Taxes 100

Axial

DECEMBER 19, 2023

When we surveyed our Investment Banking members on the topic of Exit-Preparation, only 9.6% We’re pleased to share more information on this topic from FOCUS Investment Banking, an Axial member since 2010 and an Axial sell-side partner since March of 2021. A sell-side QofE can also help expedite due diligence.

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Due Diligence Best Practices Education Investment Banks 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

Private Equity Professional

SEPTEMBER 10, 2024

If investment bankers were beginning a sale assignment in 2010, they would ask the business owners to share information on past exchanges with potential buyers. At the time, our primary competition on larger deals wasn’t the major data providers but the free information offered by larger investment banks.

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Mergers and Acquisitions Due Diligence Private Equity Firms Private Equity Firms 100

Private Equity Wire

JANUARY 30, 2024

Some 54% of the leaders and top-level executives, including Chief Operating Officers, Managing Partners, and Chief Investment Officers at large private equity firms surveyed for the report said they are targeting either a “pure” AI business or a company that creates AI-infused products.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Due Diligence Law Firms 98

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.

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Due Diligence Education Investment Banks Investment Banking 64

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. The transition towards cleaner energy sources has led to uncertainties and reduced investment in traditional energy projects.”

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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.

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Due Diligence Private Equity Firms Private Equity Firms Investment Banks 52

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%

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Due Diligence Investment Horizon Bidding Banks 59

Axial

DECEMBER 22, 2023

In the world of M&A, it’s the “investment teaser”. Read Now 5 Military Veterans Investing in SMBs On July 4th, in celebration and acknowledgment of America’s birthday, we highlighted U.S. Enjoy these featured podcast episodes from 2023. 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

DECEMBER 16, 2024

However, when we recently surveyed Investment Bankers within the Axial network about exit preparation, 66% of respondents said fewer than 1 in 4 of businesses that reached out to them were properly prepared. This will allow you to confidently address any questions buyers may have during due diligence.

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Due Diligence Legal Mergers and Acquisitions Accounting 40

Trivest Partners

NOVEMBER 1, 2022

November SPOTLIGHT Mike Skaff Managing Director FIRM OVERVIEW Seneca works closely with family offices and institutional capital partners to invest in profitable businesses based in the U.S. Seneca Partners was formed in 1999 as a merchant bank, doing both investment banking and investing into privately held companies.

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Due Diligence Private Equity Firms Private Equity Firms Investment Banks 40

Pension Pulse

AUGUST 8, 2023

Mr. Hill will join OMERS in September, the public pension fund announced Wednesday, and report to Ralph Berg, who took over as the chief investment officer in April. He also spent 25 years in investment banking at Japanese dealer Nomura Securities, German lender Deutsche Bank AG and U.S.-based based Morgan Stanley.

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Venture Capital Capital Pension Funds Startups 52

The Big Picture

DECEMBER 5, 2023

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. There was no m and a departments in any investment bank really until the very late seventies. And I was fortunate to be accepted to both.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Pension Pulse

SEPTEMBER 28, 2023

Led by PSP, the consortium also comprises entities controlled by the world's largest berry company Driscoll's Inc and the British Columbia Investment Management Corporation (BCI). The PSP-led consortium is comprised of entities controlled by PSP, Driscoll’s Inc and British Columbia Investment Management Corporation. cash per share 1.

Shareholders 52

Shareholders Finance Financing Banks 52

The Big Picture

FEBRUARY 28, 2023

They have a very thoughtful approach and a very long-term approach to making investments in the private markets. David is on the global investment committee. 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. in Colorado.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. We were originally very equity heavy back in the day, and we made a lot of investments on the fixed income side. So fixed income is now a substantial percentage of our assets. 00:07:20 [Speaker Changed] Right.

Hedge Funds 65

Hedge Funds Mutual Funds Funds Due Diligence 65

The Big Picture

JANUARY 9, 2024

It was underwriting, you know, it was like doing investment banking, underwriting public offerings. It was dealing with like the sort of guts of the bank and like new product development and capital and, and balance sheet. 00:33:08 Who, who is advising him to waive due diligence? I recall you wrote about that.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 119

Consulting Consultants Private Equity Firms Private Equity Firms 119

Sara Grillo

MAY 8, 2023

So, they invest $95,238 in their general account, which will give them the 100k they need to give back to you in a year (they earn 5% on the $95,238, $95,238*1.05 = $99,999). The invest it in call options to see if they can catch some market upside. So what do they do with the other ($100,000 – $95,238), or $4,762?

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

DECEMBER 20, 2022

His name is Robert Koenigsberger, and he has a fascinating career in emerging market, opportunistic and distressed debt investing. If you’re interested in what it’s like investing in emerging market debt, how that part of the investment firm has changed over the decades as the world itself has changed.

Hedge Funds 65

Hedge Funds Debt Banks Assets 65

The Big Picture

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. It was between corporate law and investment banking.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consulting Consultants 59

The Big Picture

MARCH 12, 2024

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate. The LTV was very high.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

Private Equity Wire

APRIL 1, 2025

AGL Credit Management, Barclays private credit partner, has struggled to attract fresh investor capital nearly a year after announcing its strategic partnership with the bank, dampening expectations that the tie-up would bolster Barclays ability to compete in the $1.6tn private credit market, according to a report by the Financial Times.

Leveraged Buyouts 73

Leveraged Buyouts Due Diligence Funds Buyout 73

The Big Picture

APRIL 11, 2023

What led you into that field of study in the world of investing? There are no Renaissance people left on Wall Street, and investing people who can talk about drama and talk about numbers at the same time. That’s a Graham approach investing, buy a bond with price appreciation. You’re known as the dean of valuation.

Education 119

Education Finance Financing Taxes 119

The Motley Fool

JANUARY 29, 2025

If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $334,473 !* Apple: if you invested $1,000 when we doubled down in 2008, youd have $45,122 !*

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

Pension Pulse

NOVEMBER 22, 2024

The most senior of those former officials, Cyril Cabanes, who was in charge of the Caisse’s infrastructure investments in the Asia-Pacific and Middle East regions at the time of the alleged offences, has also been charged with violating the Foreign Corrupt Practices Act by the U.S. Securities and Exchange Commission. CDPQ became a 49.4

Securities and Exchange Commission (SEC) 59

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

The Motley Fool

JANUARY 11, 2025

I would never recommend investing blindly without due diligence because large hedge funds invest over different time horizons than most retail investors and with distinct goals. Where to invest $1,000 right now? The $4 billion investment is Berkshire's 14th largest position, consuming 1.4% Let's take a look.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Due Diligence Initial Public Offering 246