Private Equity Wire

SEPTEMBER 2, 2024

Graham has particular experience advising sophisticated financial sponsors in complex international or cross-border transactions. He works with clients investing in a broad range of sectors, including financial services and fintech, real estate, energy, manufacturing and industrials, infrastructure, transportation, healthcare and retail.

Leveraged Buyouts 75

Leveraged Buyouts Private Equity Firms Private Equity Firms Financial Institutions 75

The Motley Fool

NOVEMBER 20, 2024

The customer was facing rising costs in their SOC with little automation and adequate visibility into the rising number of tailored attacks that leveraged AI. We have hundreds of customers leveraging AI access. This deal was headlined by a SOC transformation where we both replaced multiple SIEMs with XSIAM and XDR.

Leveraging 246

Leveraging Debt Investors Portfolios 246

The Motley Fool

AUGUST 30, 2023

The e-commerce business grew rapidly, and the synergies with the main consumer finance business got further enhanced. With more merchants and product categories introduced on our e-commerce platform, a large number of existing users have been revitalized, resulting in the synergy between e-commerce and the consumer finance business.

Financial Institutions 130

Financial Institutions Financing Finance Assets 130

The Motley Fool

APRIL 6, 2024

Semantics, and how academic finance differs from a real-world balance sheet. Daniel Peris: As you pointed out, I trained as a historian and I ended up changing careers and moving into finance and I maybe naively read all those finance books and took the CFA and again, perhaps naively took it seriously. What caused that shift?

Investing 214

Investing Financing Finance Stock Market 214

The Motley Fool

AUGUST 22, 2023

The reason that I am highlighting his impressive resume is because I believe he has leveraged some important skills from both the banking side and corporate finance side of operations to build his vision for SoFi. Over the last several years SoFi has acquired a number of different companies.

Venture Capital 130

Venture Capital Banks Private Companies Financial Institutions 130

Private Equity Wire

OCTOBER 22, 2024

They work closely with clients, leveraging in-house legal expertise to develop proprietary insurance contracts that address industry-specific risks. The platform represents a significant step forward in leveraging technology to make insurance more accessible and tailored to the needs of Fund Directors and Officers.

Mergers and Acquisitions 92

Mergers and Acquisitions Financial Institutions Liabilities Venture Capital 92

The Motley Fool

MARCH 26, 2024

Harrison Masters -- Director, Investor Relations and Strategic Finance Good afternoon and welcome to nCino s fourth-quarter fiscal 2024 earnings call. With me on today's call are Pierre Naude, nCino's chairman and chief executive officer; Greg Orenstein, chief financial officer; and Josh Glover, president and chief revenue officer.

Financial Institutions 130

Financial Institutions Banks Professional Services Leveraging 130

The Motley Fool

MARCH 20, 2024

Leveraging enterprise WeChat will further improve customer service efficiency and satisfaction, accumulating 1.9 For the fourth -- third aspect, in terms of loan collection, we will strengthen collaboration with financial institutions, expand the scope of legal action, and improve its efficiency. million followers.

Assets 130

Assets Financing Finance Leveraging 130

The Motley Fool

MARCH 20, 2024

We further enhanced our operating profit growth from gross profit growth through operating leverage. On top of this solid base, we're providing additional products and services in collaboration with licensed financial institutions, which generates high incremental margins as these revenues are recorded on a net fee basis.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

FEBRUARY 6, 2024

We are a publicly traded operating company committed to the continued development of the Bitcoin network through activities in the financial markets, advocacy, and technology innovation. As an operating company, we can make use of intelligent leverage. And three, debt financing. One, cash flow from software operations.

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

JULY 27, 2023

First, we're expanding in payments by continuing to win deals with a diverse set of customers, powering growth and acceptance, capturing a prioritized set of new payment flows, and exploring new ways to ensure payment choice by leveraging multiple alternatives, including card rails, ACH, blockchain, and open banking.

Banks 189

Banks Leveraging Taxes Accounting 189

The Motley Fool

JULY 26, 2023

Nonetheless, we're working to drive further reductions in unit costs, which will help us generate greater operating leverage as we deploy capital into portfolio growth and while at the same time, deepening our competitive mode until no one can compete with us.

Mergers and Acquisitions 130

Mergers and Acquisitions Financing Finance Leveraging 130

The Motley Fool

MAY 14, 2024

We've had continued success with a multichannel focus, leveraging strong land-based franchises in the digital arena. We are in a solid financial position with net debt leverage of 2.9 Speaking of progress, we have advanced in the financing portion of the transaction. times, strengthening the company's financial condition.

Mergers and Acquisitions 130

Mergers and Acquisitions Bidding Taxes Financial Institutions 130

Zajac Group

FEBRUARY 10, 2025

Behavioral finance focuses on the idea that psychological influences and emotions can impact outcomes. While the data isnt as black and white as other aspects of finance, the impact of behavioral finance is clearjust consider the Covid-induced crash in February 2020 or the meme stock phenomenon of 2021 (to name a few more recent events).

Financing 52

Financing Finance Taxes Legal 52

The Motley Fool

AUGUST 1, 2024

And by leveraging generative AI, we can deliver great client experiences at scale by handling more interactions and keeping more clients engaged with better automation. Recent data shows that clients using chat have conversion rates three times higher compared to those who didn't leverage chat.

Companies 130

Companies Leveraging Assets Capital 130

The Motley Fool

MAY 23, 2024

We improved the matching of different-priced products among various customer segments, enhancing the competitiveness of offers for super prime and prime customers, leveraging the advantage of launching a large user base of over 200 million accumulated registered users. The total credit impairment costs lowered slightly quarter over quarter.

Assets 130

Assets Financial Institutions Leveraging Liabilities 130

The Motley Fool

AUGUST 28, 2024

Our domestic interest rates further go down, we will engage in differentiated collaborations with more financial institutions that have complementary risk preference, balancing risk and scale to enhance returns. The risk of newly issued assets has returned to a healthy and reasonable level. in Q2 of last year to 27.2% in Q2 this year.

Assets 130

Assets Financial Institutions Funds Shareholders 130

The Motley Fool

JULY 26, 2024

We're on track to fully deliver in line with guidance on all aspects of the combination through efficiencies, cost synergies, and free cash flow impact leveraging operational best practices from Aon business services. Christa, over to you for your thoughts on our financial results and long-term outlook. And fourth, bottom line growth.

Capital 130

Capital Taxes Financing Finance 130

The Big Picture

NOVEMBER 26, 2024

There certainly has been a push by well-known financial institutions into the space. Hey, if you want to own a percent or three in your portfolio (of your liquid net worth) the responsible way to do this is not through a leveraged product, not anything that’s reflective of the old Wild West ethos of crypto, but a traditional ETF.

Investing 59

Investing Assets Asset Management Financial Institutions 59

The Motley Fool

JUNE 6, 2024

This industry-leading machine, which leverages 30 existing and pending patents, is the world's most powerful all-terrain horizontal directional drill. The year-over-year increase was largely due to net sales leverage and productivity improvements. The AT120 enables productivity, while at the same time, reducing job site noise.

Taxes 130

Taxes Leveraging Capital Finance 130

The Motley Fool

MAY 7, 2024

Beyond geographical expansion, our customers are growing with Marqeta by leveraging our deep payments and program management expertise. While we've seen tremendous growth from early large adopters like Uber and Walmart's One finance, we're approaching other channels to bring our solution to a broader market. Over to you, Mike.

Banks 130

Banks Financing Finance Financial Institutions 130

The Motley Fool

MARCH 13, 2024

Our platform drives ROI for both large organizations and smaller ones like Innovative Toll Solutions, a compliance and toll management solution for trucking fleets, which has leveraged automation to drive efficient growth. Leveraging core automation and Document Understanding they have been able to efficiently process over 2.5

Leveraging 130

Leveraging Banks Finance Financing 130

Insight Partners

DECEMBER 5, 2024

New industry-specific AI and data startups are emerging to bridge these gaps and redefine operational standards across financial services. In recent years, several startups have emerged to streamline search and knowledge management, leveraging AI for front-office research, analysis, and decision-making.

Financial Services 69

Financial Services Due Diligence Startups Hedge Funds 69

The Motley Fool

FEBRUARY 13, 2024

Michael Kreindel, our co-founder and chief technology officer; Yair Malca, our chief financial officer; Shakil Lakhani, our president in North America; and Rafael Lickerman, our VP, finance. In some cases, we directly leverage our strong balance sheet to support physicians by providing financing option ourselves.

Financing 130

Financing Finance Accounting Capital 130

Advent International

OCTOBER 10, 2023

Working on-the-ground in more than 50 countries over the course of her career, Kahina brings an invaluable wealth of global experience from her roles at several leading financial institutions, large technology companies and high-growth start-ups.

Financial Institutions 52

Financial Institutions Financial Services Banks Financing 52

Advent International

OCTOBER 10, 2023

Working on-the-ground in more than 50 countries over the course of her career, Kahina brings an invaluable wealth of global experience from her roles at several leading financial institutions, large technology companies and high-growth start-ups.

Financial Institutions 52

Financial Institutions Financial Services Banks Financing 52

The Motley Fool

FEBRUARY 22, 2024

Finally, the Hong Kong division of a major multinational bank has chosen Iron Mountain to be its partner in a major transformation of its finance operations. This customer manages a large volume of finance documents and has outsourced this work to Iron Mountain with a goal of streamlining the process of checking and scanning these files.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Leveraging Assets 130

Pension Pulse

JANUARY 31, 2024

AIMCo CEO Evan Siddall wrote an op-ed for the Globe and Mail stating ‘shadow banks’ aren’t a problem for the financial system – they are the solution: During the Great Financial Crisis of 2008-09, society paid a heavy price for having allowed financial institutions to become “too big to fail.”

Banks 59

Banks Pension Funds Financial Institutions Investing 59

The Motley Fool

FEBRUARY 22, 2024

By leveraging AI, we will transform an industry that is ripe for innovation, establishing Rocket as the premier choice for clients and partners, including local real estate agents, mortgage brokers and financial institutions. Today, we're in an even better position to drive operating leverage through automation and AI.

Companies 130

Companies Assets Leveraging Banks 130

Blackstone News

FEBRUARY 27, 2024

27, 2024) — Barclays PLC (“Barclays”) and Blackstone Credit & Insurance (“Blackstone”) today announced that Barclays Bank Delaware (“BBDE”) has entered into an agreement with insurance accounts managed by Blackstone’s Asset Based Finance group, to sell approximately US$1.1 LONDON and NEW YORK (Feb.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Banks Hedge Funds Financial Institutions 52

The Motley Fool

MAY 16, 2024

Our focus in the security business is to continue to leverage our expertise to enhance our GBS and GIS offerings while also focusing on accelerating growth of our stand-alone services. The second priority is to further reduce debt levels, including significantly minimizing finance lease originations.

Resale 130

Resale Consulting Consultants Debt 130

The Motley Fool

AUGUST 1, 2024

We continue to see firsthand the power of Project Matterhorn from our commercial teams who are successfully leveraging our full suite of products and solutions to help position Iron Mountain has an ideal partner to our customers. The first example to highlight is a major contract signed with a large financial institution.

Assets 130

Assets Banks Leveraging Depreciation 130

The Motley Fool

MAY 2, 2024

We are poised to lead and revolutionize how homes are bought, sold, and financed. That means we are committed to delivering industry-leading experiences powered by AI, benefiting our clients, mortgage brokers, real estate agents, financial institution partners, and our team members alike. This is our grand challenge.

Companies 130

Companies Banks Leveraging Bidding 130

Pension Pulse

JUNE 20, 2023

Previously Andrew led the Americas Structured Credit and Financials team where he was responsible for investments in sub-investment grade structured credit and debt capital solutions for financial institutions, as well as the intellectual property investment strategy. leveraged loans and emerging market bonds.

Investing 52

Investing Leveraging Banks Debt 52

The Motley Fool

JULY 25, 2024

And third, through capital recycling and demand-driven equity issuance in the quarter, we reduced our leverage to 5.3 That same partner was also assisting two large financial institutions to increase their capacity on PlatformDIGITAL in APAC and North America. During the second quarter, we remained focused on our key priorities.

Capital 130

Capital Leveraging Debt Banks 130

The Motley Fool

MAY 2, 2024

Operator instructions] I now like to turn the call over to your host, Phil Winslow, vice president of strategic finance, treasury, and investor relations. Phil Winslow -- Vice President, Strategic Finance, Treasury, and Investor Relations Thank you for joining us today to discuss Cloudflare's financial results for the first quarter of 2024.

Capital 130

Capital Financial Institutions Financial Services Financing 130

The Motley Fool

MAY 2, 2024

Also, in this quarter, an existing Iron Mountain global financial institution customer signed a program deal to manage their secure ITAD, recycling, and remarketing requirements, including their remote workplace inventory for over 400 sites nationwide. This $300 million financing was well received and considerably oversubscribed.

Assets 130

Assets Capital Banks Leveraging 130