Axial

JANUARY 23, 2025

Axial is excited to release our 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 400+ investment banks and advisory firms that met the qualifications to be considered for league tables last year.

Investment Banks 59

Investment Banks Investment Banking Banks Mergers and Acquisitions 59

Private Equity Wire

JULY 10, 2024

Blackstone has appointed Tyler Dickson, formerly Global Head of Investment Banking and Vice Chair of Banking & International at Citi, in a newly-created role leading client relations at Blackstone Credit & Insurance (BXCI).

Mergers and Acquisitions 98

Mergers and Acquisitions Investment Banking Investment Banks Banks 98

Private Equity Professional

AUGUST 23, 2024

“Seth brings a tremendous amount of experience and expertise in the information services and business media industries—all of which are highly synergistic to our expanding services and technology investment banking teams,” said Effram Kaplan , the head of BGL’s services and infrastructure verticals.

Mergers and Acquisitions 100

Mergers and Acquisitions Professional Services Investment Banking Investment Banks 100

Private Equity Wire

OCTOBER 9, 2024

Investment banks, which faced significant losses on risky merger and acquisition (M&A) loans due to a spike in global interest rates, are now aggressively returning to the leveraged buyout (LBO) market — one of the most profitable sectors in finance, according to a report by Bloomberg.

Leveraged Buyouts 97

Leveraged Buyouts Leveraging Buyout Banks 97

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

The Motley Fool

SEPTEMBER 7, 2023

Banks, which are by design pretty staid and boring, are facing a technology challenge, as more and more customers shift online. Canada's Toronto-Dominion Bank (NYSE: TD) is upending its own business so it remains a finance leader for years to come. Here's what you need to know. hails from Canada. Image source: Getty Images.

Banks 130

Banks Mergers and Acquisitions Finance Financing 130

The Motley Fool

MAY 8, 2024

Investment banking revenue at Goldman Sachs (NYSE: GS) plummeted 56% over two years ending in 2023. However, green shoots are emerging, which could be a good sign for Goldman and its investment banking heavy business.

Banks 130

Banks Mergers and Acquisitions Initial Public Offering Debt 130

The Motley Fool

AUGUST 6, 2024

Investment banks Investment banks, on the other hand, offer very few of these services and focus primarily on acting as advisors in an array of capacities to large corporations and high-net-worth individuals. Because they are nonprofit organizations, credit unions are very different from banks.

Banks 130

Banks High Net Worth Individuals Mergers and Acquisitions Initial Public Offering 130

Axial

JULY 27, 2023

Axial is excited to release its Q2 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q2. In Q2, 771 sell-side investment banks and M&A advisors brought a total of 2,647 deals to market.

Investment Banks 52

Investment Banks Investment Banking Mergers and Acquisitions Banks 52

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

SEPTEMBER 27, 2024

Speakig in an interview Zelter said: “This is where the industry is moving,” highlighting the increasing convergence between private capital providers and traditional banks, while emphasising that Citigroup’s role would evolve from its typical mergers and acquisitions (M&A) activity to offering a full range of financing options.

Mergers and Acquisitions 97

Mergers and Acquisitions Debt Asset Management Leveraging 97

Axial

DECEMBER 18, 2024

M&A Industry Report: Business Services Q3 2024 | www.focusbankers.com FOCUS Investment Banking is a trusted name in M&A advisory services with a nationwide footprint and a global reach. An Axial member since 2010, FOCUS works across a broad range of industries and has marketed more than 225 deals on the Axial platform.

Business Services 52

Business Services Investment Banks Investment Banking Banks 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 Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Private Equity Wire

SEPTEMBER 24, 2024

PARTNER CONTENT By Lou Gueroeva Private Equity Business Development Lead, Zanders In the modern private equity (PE) landscape, there is a growing shift from traditional financial engineering towards operational value creation, with treasury and finance optimization becoming key drivers of sustainable returns.

Mergers and Acquisitions 95

Mergers and Acquisitions Private Equity Firms Private Equity Firms Leveraged Buyouts 95

Private Equity Wire

OCTOBER 22, 2024

Chris Holt (Boston) represents private equity sponsors and their portfolio companies in a wide range of financing transactions, including syndicated, and private credit facilities, ABL facilities, and mezzanine financings. Rachel O’Brien (Washington DC) advises on the formation and management of private investment funds.

Mergers and Acquisitions 75

Mergers and Acquisitions Leveraged Buyouts Private Equity Firms Private Equity Firms 75

The Motley Fool

OCTOBER 21, 2024

Bank of America CEO Brian Moynihan's outlook on the American economy. Then, Motley Fool analyst Buck Hartzell joins host Alison Southwick and Motley Fool personal finance expert Robert Brokamp to kick off a series on Berkshire Hathaway , and how the conglomerate's collection of businesses work together. That's up 4%. For a few reasons.

Banks 130

Banks Investment Banking Investment Banks Mergers and Acquisitions 130

The Motley Fool

APRIL 23, 2024

Roughly $7 million worth of cancels came from a single client event, a historic merger of two major global banks in Europe that affected us across index, ESG, and analytics. Just last week, we closed our acquisition of the London-based index provider, Foxberry. Turning to our other recent acquisitions.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

Blackstone News

JULY 9, 2024

New York – July 9, 2024 – Blackstone (NYSE: BX) announced today that Tyler Dickson, formerly Global Head of Investment Banking and Vice Chair of Banking & International at Citi, will join Blackstone Credit & Insurance (“BXCI”) in a newly created role leading client relations for the group.

Mergers and Acquisitions 52

Mergers and Acquisitions Collateral Investment Banking Investment Banks 52

Private Equity Wire

JUNE 13, 2023

Houlihan Lokey makes three VP promotions in Manchester Submitted 13/06/2023 - 1:43pm Three members of the Manchester-based Corporate Finance team of Houlihan Lokey, a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation, have been promoted to vice president – James Grundy, Durgesh (..)

Mergers and Acquisitions 52

Mergers and Acquisitions Investment Banking Investment Banks Finance 52

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 Banking 52

JMI Equity

JANUARY 7, 2025

Prior to joining JMI, Thomet was an investment banking analyst in the mergers & acquisitions group at Bank of America Merrill Lynch. Prior to joining JMI, he was an analyst at Tiger Veda Management, an associate at New Mountain Capital and a mergers and acquisitions analyst at Lazard.

Mergers and Acquisitions 40

Mergers and Acquisitions Enterprise Values Banks Investment Banking 40

The Motley Fool

JULY 30, 2024

We continue to see particular strength in bank loans and structured finance, along with robust growth in high-yield investment-grade bonds. This was a tremendous undertaking made possible through the merger that will benefit our existing customers and help potential customers more easily see the incredible value of Cap IQ Pro.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mergers and Acquisitions Banks Debt 130

Private Equity Wire

SEPTEMBER 5, 2023

Hawksford expands global M&A team Submitted 05/09/2023 - 1:28pm Global corporate, private client, and fund services provider Hawksford has expanded its mergers and acquisitions team with three new appointments in the firm's offices in London, Singapore and Mauritius. Like this article?

Mergers and Acquisitions 40

Mergers and Acquisitions Finance Financing Investment Banking 40

The Motley Fool

APRIL 12, 2024

We fully integrated our financing and securitization capabilities within our Markets business, and we started to see the benefits of having a unified spread product offering for our clients. Our strong performance in both DCM and ECM drove Investment Banking revenue growth of 35% and overall banking revenue growth of 49%.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banks 130

The Motley Fool

MAY 9, 2024

Just last month in April, we added more than 1,000 principal agents with our accretive acquisition of Latter & Blum, the largest agency in the Gulf South and New Orleans. Originally, we organically in Q1 2024, we recruited 518 principal agents, the highest quarterly counts since we ceased using cash and equity sign-on bonuses.

Mergers and Acquisitions 130

Mergers and Acquisitions Banks Amortization Public Companies 130

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. Brandywine Mergers and Acquisitions has been an Axial member since 2010 and has represented 124 deals on the platform. Astor & Co.

Mergers and Acquisitions 59

Mergers and Acquisitions Education Private Equity Firms Private Equity Firms 59

The Motley Fool

JANUARY 25, 2024

Plus, Motley Fool personal finance expert Robert Brokamp and host Alison Southwick open up the mailbag and answer questions about investing a lump sum, saving for kids, and ABLE accounts. Goldman, it's an investment bank. Jason Moser: Well, like I said, Goldman is an investment bank. I hope to work until 70."

Investors 130

Investors Taxes Banks Education 130

The Motley Fool

JANUARY 16, 2025

Our customer investments team, what we call Merrill Edge, crossed a new milestone this quarter and now sits in excess of $518 billion in balances. Investment banking gained share of industry revenue in 2024. Investment banking grew 44%. In Q4, global banking produced earnings of $2.1 NII grew 3%.

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

JANUARY 12, 2024

We've also been investing in the corporate investment bank. CIB revenue grew 26% from a year ago, and our investment banking and trading market shares increased. Our special purpose credit program lowered mortgage rates and reduced financing costs to help thousands of customers.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JULY 14, 2023

We announced a 10-year strategic partnership with TD JX Group that could result in up to $1 billion in capital and financing from Wells Fargo to drive economic vitality and inclusivity in communities across America. Turning to corporate investment banking on Slide 13. We also continue to focus on better serving our communities.

Banks 130

Banks Assets Investment Banks Investment Banking 130

Axial

OCTOBER 10, 2024

An M&A advisor helps businesses navigate mergers and acquisitions. This includes buying and selling businesses, capital raising, restructuring businesses, and addressing other corporate finance issues. M&A advisors can work for boutique advisory firms, investment banks, or business brokerage firms.

Mergers and Acquisitions 52

Mergers and Acquisitions Consulting Consultants Bidding 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 Finance 52

Pension Pulse

JANUARY 31, 2024

It is not monolithic and includes such varied enterprises as pension fund investment managers such as AIMCo , insurance companies, investment banks, broker dealers, hedge funds, mortgage investment companies – and still others. However, this diversity should rather be seen as a source of strength, not as a vulnerability.

Banks 59

Banks Pension Funds Financial Institutions Investing 59

The Motley Fool

OCTOBER 11, 2024

NII ex-markets was up $274 million or 1%, driven by the impact of balance sheet mix and securities reinvestment, higher revolving balances in card, and higher wholesale deposit balances, predominantly offset by lower deposit balances in banking and wealth management and deposit margin compression. NIR ex-markets was up $1.8 Expenses of $22.6

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

JANUARY 12, 2024

Just like in consumer, we have seen good growth in customers seeking the benefits of our physical and digital capabilities, but, most importantly, our talent relationship managers who provide financing solutions, treasury services, and strategic advice for clients with local and global needs. 1 in investment grade, No. billion in Q4.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

OCTOBER 24, 2024

We've also seen an increase in cloud costs throughout the year as we've moved many products to the cloud and have exited 15 data centers since the IHS Markit merger closed. Desktop grew 8% or 1% when excluding the impact from the Visible Alpha acquisition. Turning to our divisions. Thanks, David. Let me start.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Financial Services Shareholders Mergers and Acquisitions 130

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