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. ” – Stephen Sleigh, Managing Partner of Investment Bank, Peakstone Group “Across the board, the labor market continues to frustrate business owners.

Mergers and Acquisitions 52

Mergers and Acquisitions Due Diligence Deal Origination Investment Banking 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%

Due Diligence 59

Due Diligence Investment Horizon Bidding Banks 59

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, and we wanted to have relatively modest leverage.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

FEBRUARY 28, 2023

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. Leverage levels have come down materially. You’re investing majority equity in most of the transactions that are occurring today. LAYTON: Leverage levels have changed.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

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 Wells Fargo ranked No.

Shareholders 52

Shareholders Financing Finance Banks 52

The Big Picture

OCTOBER 31, 2023

But more importantly, when I’ve heard of liquid alts, it’s generally the investments that they’re making are in liquid, liquid products, mostly public market products. What do we, what have we done historically on the public side that would make sense to port over to the private side and leverage and scale that, right?

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Big Picture

JULY 26, 2022

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. That looks — always looks good in a spreadsheet, but the — RITHOLTZ: Leverage is the problem. It’s more important than the leverage levels.

Consulting 119

Consulting Consultants Private Equity Firms Private Equity Firms 119

Sara Grillo

MAY 8, 2023

Add in some leverage and POOF it’s a powder keg waiting to explode! It gets even worse in the case of using leverage. The fair market value of the cap is what the carrier paid the investment bank to buy the 10% cap. Let’s supposed for a minute the cap is 10%. And that’s it. SARA GRILLO: Why is it dangerous?

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. RITHOLTZ: Oh, really? KLINSKY: Yeah.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

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 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