The Motley Fool

OCTOBER 7, 2024

We can use that information to make an educated guess about the remaining months of 2024. The chart below details year-end targets set by various investment banks and financial institutions. Specifically, the S&P 500 started the year at 4,770 and it has advanced about 21% to 5,751. The S&P 500 currently trades at 26.7

Stock Market 189

Stock Market Stock Market Banks Financial Institutions 189

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.

Consultants 95

Consultants Consulting Due Diligence Private Equity Firms 95

Axial

OCTOBER 24, 2024

Axial is excited to release our Q3 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 370 investment banks and advisory firms that met the qualifications to be considered for league tables last quarter.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Private Equity Insights

NOVEMBER 14, 2023

Bain has been interviewing investment banks to hire financial advisers that will help the private equity firm come up with a plan to cash out on its majority stake in Varsity Brands, the sources said. Varsity Spirit sells cheerleader uniforms and apparel, and also hosts educational camps, clinics and competitions.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Initial Public Offering 130

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 Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Private Equity Wire

MAY 22, 2024

Private credit lenders and banks are vying to offer debt financing for a potential acquisition of US education software provider PowerSchool Holdings, according to a report by Bloomberg citing people with knowledge of the matter.

Buyout 98

Buyout Banks Leveraged Buyouts Private Equity Firms 98

The Motley Fool

SEPTEMBER 13, 2023

This suggests that institutional investors, including investment banks and pension funds, are scrambling to take part in what could be the biggest IPO of the past couple of years.

Initial Public Offering 130

Initial Public Offering Pension Funds Education Investment Banking 130

The Motley Fool

JUNE 15, 2023

Meanwhile, shares of the online education company Gaotu Techedu (NYSE: GOTU) have surged roughly 21% this week and shares of the electronic-vape company RLX Technology (NYSE: RLX) were up nearly 15%. There's little incentive for people to buy homes other than for living in them," Shen Meng, a director of the investment bank Chanson & Co.

Hedge Funds 130

Hedge Funds Education Banks Investment Banking 130

Private Equity Professional

OCTOBER 22, 2024

Lundy was on the investment team at DLJ Investment Partners and the investment banking group at Barclays. Percheron targets middle-market essential services businesses with a specific interest in animal health, automotive, education, food and beverage, healthcare and wellness, and residential end markets.

Investors 100

Investors Education Investment Banking Investment Banks 100

Private Equity Wire

OCTOBER 5, 2023

With more than a decade of private equity and investment banking experience, Doshi will focus on supporting SGP’s existing portfolio companies and executing new investments within the technology driven B2B space. Doshi holds a BS in Business Administration and an MS in Finance from Villanova University.

Private Equity Firms 75

Private Equity Firms Private Equity Firms Education Investment Banking 75

The Motley Fool

MARCH 26, 2024

Things have trouble without a clear path to how are you going to grow and a clear path to growth isn't well, we're just going to get up to go back to being a good investment bank like we were. The thesis was busted when their consumer banking wasn't doing well, decided to sell. They lost that. That's not exciting to me.

Banks 244

Banks Education Shareholders Accounting 244

Private Equity Wire

MARCH 8, 2024

My focus spans media, consumer internet, financial services, and education. Meryem Bensaid, Principal, Blackstone – Meryem Bensaid is responsible for the sourcing and execution of deals in the media, information services, education and financial services. Today, I’m a Principal in the private equity team based in London.

Education 98

Education Private Equity Firms Private Equity Firms Hedge Funds 98

Axial

DECEMBER 19, 2023

Click here to subscribe to Exit-Ready – the Axial newsletter that distills the best content, tips, and guides designed to educate exit-minded business owners running $5-$100M businesses. When we surveyed our Investment Banking members on the topic of Exit-Preparation, only 9.6%

Due Diligence 98

Due Diligence Best Practices Investment Banking Investment Banks 98

The Motley Fool

APRIL 27, 2024

In addition, individuals who are associated with member firms and who are engaged in the investment banking or securities business must be qualified and registered with FINRA. FINRA, under the close supervision of the SEC, oversees its member firms' compliance with these requirements.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Mutual Funds Education Legal 100

The Motley Fool

JANUARY 25, 2024

Jason Moser: I think it's with Goldman Sachs, Goldman is not the first bank I think that comes to people's minds when we think about consumer banking. Goldman, it's an investment bank. Jason Moser: Well, like I said, Goldman is an investment bank. What are they reacting to? Congratulations, Christopher. "I

Investors 130

Investors Taxes Banks Education 130

The Motley Fool

OCTOBER 13, 2023

We continue to invest in our corporate investment banking business with new co-heads of equity capital markets. We also hired a new head of trust services and chief fiduciary officer in our wealth and investment management segment and a new head of affluent and premier banking in consumer, small, and business banking.

Banks 246

Banks Capital Assets Collateral 246

This is going to be BIG.

MARCH 10, 2011

More recently, Jim and Vinny the founders of Yipit taught themselves how to code to get their service up and running, after working in investment banking. Plus, there are a ton of in person networking and educational events related to startups that are free or relatively inexpensive. Don't want to learn code?

Startups 107

Startups Education Finance Financing 107

Private Equity Wire

SEPTEMBER 16, 2024

Downing, a private investment firm focussed on healthcare, education, and housing, as well as a small number of other specialist sectors has expanded its Development Capital team with the appointment of Luke Stevenson as Associate Director.

Capital 52

Capital Education Investment Banking Investment Banks 52

The Motley Fool

JULY 1, 2024

From there I went to a small investment bank as an equity research analyst, also, following technology companies and some other sectors as well. At that firm is where I started my first hedge fund with the chairman of that investment bank, and it was a value focused, small CAP activist hedge fund.

Hedge Funds 130

Hedge Funds Finance Financing Education 130

Axial

JULY 25, 2023

Exit-Ready Subscribe A twice-monthly newsletter with content, tips, and guides designed to inform, educate (and entertain) exit-minded business owners running $5-$100M businesses. Masters in Small Business M&A Podcast Subscribe Monthly podcast conversations with SMB dealmakers. Hosted by Axial founder and CEO, Peter Lehrman.

Education 52

Education Investment Banking Investment Banks Banks 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 Banking Investment Banks 64

Axial

FEBRUARY 27, 2025

Axial first introduced quarterly League Tables in 2019 to recognize the top Investment Banks and M&A Advisory Firms on Axial based on platform data and activity. 9.16% Education $3,543,197 $1,550,988 122.7 6.31% Education $3,200,000 $1,400,000 83.0 9.16% Education $3,543,197 $1,550,988 122.7

Mergers and Acquisitions 59

Mergers and Acquisitions Education Private Equity Firms Private Equity Firms 59

The Motley Fool

MARCH 9, 2024

Let me talk about one study that happened at an investment bank. These researchers went in and this was an investment bank where there's a lot of strangers inside the company. It's about educating ourselves to use it wisely. Why did you learn in your research about how to initiate conversations with strangers?

Hedge Funds 130

Hedge Funds Stakes Education Investment Banks 130

The Motley Fool

JULY 14, 2023

We named Barry Simmons as the new head of national sales and wealth and investment management. The centers help empower community members to achieve their financial goals through financial education workshops and free one-on-one coaching. Turning to corporate investment banking on Slide 13.

Banks 130

Banks Assets Investment Banks Investment Banking 130

JMI Equity

DECEMBER 11, 2024

IKONA Partners, a San Francisco -based technology-focused boutique investment bank, acted as the exclusive financial advisor to SmartPass and Reach Capital in this transaction. Goodwin Procter LLP acted as legal advisor to Raptor. For more information about this acquisition and Raptor’s solutions, visit www.raptortech.com.

Boutique Investment Banks 40

Boutique Investment Banks Education Consultants Consulting 40

The Motley Fool

JULY 16, 2024

JP Morgan's quarterly profit fell, that is excluding some one-off gains from their stake in Visa, but their operating profits fell, and that's even as their revenue was higher than Wall Street's expected, and they had a nice jump in investment banking fees. They're blaming net interest income being down and short of expectations.

Banks 130

Banks Mergers and Acquisitions Investment Banks Investment Banking 130

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

Udu

APRIL 19, 2023

Greater Access to Quality Opportunities Off-market businesses are usually not as readily available as those being marketed by business brokers and investment banks. Whether it’s a website, public record, or social media site, AI can help you compile the information you need to make an educated decision.

Bidding 52

Bidding Education Leveraging Prospects 52

The Big Picture

NOVEMBER 22, 2022

But if you don’t, if you grew up in a market, where there’s not an investment bank, there’s nothing other than a branch bank for one of the multi-dimensional financials, then you’re not really going to have an understanding of what that career looks like at a young age. Your parent may work there.

Finance 59

Finance Financing Hedge Funds Venture Capital 59

The Motley Fool

OCTOBER 31, 2023

But two, because if it's the first stock that you're going to own, I like that it helps you get educated on both hardware, one-off-ish sales and software subscription sales. I think it's actually misleading when a very large investment bank comes out and says, hold, buy, strong buy. We're downgrading from strong buy to buy.

Legal 130

Legal Banks Portfolios Companies 130

The Big Picture

SEPTEMBER 12, 2022

KRISTEN BITTERLY MICHELL, HEAD OF NORTH AMERICAN INVESTMENTS, CITI GLOBAL WEALTH: It’s really interesting because I’m not someone that you would think would be the typical profile to end up in capital markets or — or sales and trading. And so, it’s a little bit of an educational process, but …. RITHOLTZ: Sure. RITHOLTZ: Yeah.

Banks 120

Banks Assets Capital Hedge Funds 120

Axial

JUNE 6, 2023

Regardless of how many companies have been acquired, it is critical to continue “building relationships, educating sellers, and clearly communicating you are here to get a deal done,” says Ajay Amin, Principal at CMG Companies. The platform is used by over 2,000 boutique investment banks that don’t post/list their deals anywhere online.

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Finance 52

Pension Pulse

SEPTEMBER 6, 2024

Last, we note that non-cyclical employment from government and private H/C + education services accounted for 50% of the 142k nonfarm release this morning. There are several real-time proxies of the unemployment rate, but one of my favorites is from the Conference Board.

Banks 52

Banks Pension Funds Hedge Funds Capital 52

The Motley Fool

NOVEMBER 30, 2023

The company was adding new Domo Everywhere customers at a faster rate than expected, and it was challenging under a seat-based model where they had to commit to their investment before receiving the value. An educational software company was debating which vendor to use for their ETL needs. And yes, that math works. This assumes 36.1

Debt 130

Debt Accounting Prospects Capital 130

The Motley Fool

OCTOBER 25, 2024

We continue to invest behind, it's got a lot of derivative connections, and we've really developed it in the downturn. I would just, for context, just to remind M&A volume, as you've heard on the investment banking calls, by the way, is still 13% below the 10-year average year-to-date.

Taxes 130

Taxes Capital Debt Business Services 130

The Motley Fool

FEBRUARY 22, 2024

We have many exciting things going on in training and education that Leo will highlight in a moment. lot times getting through the InfoSec to actually get those things actually allowed or firewalls or other things would just prevent the application in the way that we envision it.

Legal 100

Legal Management Fees Leveraging Accounting 100

The Big Picture

SEPTEMBER 23, 2024

Let’s just start with your educational background. That whole distressed debt department at city 00:06:31 [Speaker Changed] Banks are wanting to sell? I work for a really senior guy in the investment bank. It was very much a brokerage house with a growing, expanding investment bank. In those years.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59