Private Equity Insights

SEPTEMBER 27, 2023

Cinven this month signed an accord with GIC, Singapore’s sovereign fund, and another two investors to purchase from them 140m euros of Tier2 Eurovita bonds, the source added. The offer aims to “to offer liquidity to holders and to assist in ensuring an orderly resolution of the issuer’s liabilities,” the document said.

Debt 130

Debt Private Equity Firms Private Equity Firms Financial Institutions 130

Private Equity Wire

OCTOBER 22, 2024

Streamlining innovation with Fundshield In July 2024, Consilium launched Fundshield, a specialised product designed to provide Fund Directors and Officers with secure and competitive premiums. This platform allows clients to obtain quotes and bind policies swiftly and securely, streamlining the insurance process even further.

Mergers and Acquisitions 92

Mergers and Acquisitions Financial Institutions Liabilities Venture Capital 92

The Motley Fool

APRIL 9, 2024

Not only is there intense competition in the industry, from huge global financial institutions all the way to small credit unions, but banking products are largely commoditized with little opportunity for premium pricing. But investors should know about certain factors that make investing in banks stocks unappealing.

Banks 130

Banks Financial Institutions Liabilities Shareholders 130

The Motley Fool

AUGUST 28, 2024

Regarding funding costs. During the quarter, our funding costs further dropped by 58 basis points compared to the first quarter, each of a new record low. In terms of financial institution collaboration, we'll enhance partnerships with various financial institutions who have different and complementary risk preferences and strategies.

Assets 130

Assets Financial Institutions Funds Shareholders 130

The Motley Fool

NOVEMBER 26, 2024

The second highlight is our improved profitability, driven by a continued focus on refining operations and optimizing funds and asset matching. Our assets got increasing recognition from various financial institutions, leading to a more diverse and healthy funding nets.

Assets 130

Assets Financial Institutions Leveraging Funds 130

The Motley Fool

MAY 2, 2024

Professional Liability and General Liability portfolios. General Liability and Professional Liability product lines within our Insurance segment. Favorable development in the first quarter this year was most notable within our International Professional Liability and Marine and Energy product lines.

Liabilities 130

Liabilities Shareholders Asset Management Portfolios 130

The Motley Fool

MAY 23, 2024

[Foreign language] In terms of funding costs, we continued to bringing in more financial institutions with strong, comprehensive capabilities. Our funding cost reached a new historical low level with a 34-basis-point decrease compared to the previous quarter. Number two, record-low funding costs.

Assets 130

Assets Financial Institutions Leveraging Liabilities 130

The Motley Fool

MARCH 20, 2024

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. The products are primarily low risk money market funds and, to a lesser extent, fixed-income mutual funds.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

AUGUST 30, 2023

In addition, we attached great importance to compliance capability-building and successfully completed the stage-by-stage credit reform, which was to disconnect with financial institutions, in Chinese [Foreign language] as scheduled in accordance with the June 30 end day compliance requirements. a year ago. months, versus 12.8

Financial Institutions 130

Financial Institutions Financing Finance Assets 130

The Motley Fool

MARCH 26, 2024

To truly benefit, financial institutions need nCino's single platform to surface data at the point of production to drive the actionable insights and intelligence that differentiate a bank and improve the customer experience. This was with a top 10 Canadian financial institution, Desjardins.

Financial Institutions 130

Financial Institutions Banks Professional Services Leveraging 130

The Motley Fool

MARCH 20, 2024

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. We have recorded a historically low funding cost of 6.18% in Q4, down 63 basis points year over year. Third, some notes on cost line items.

Assets 130

Assets Financing Finance Leveraging 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

MAY 14, 2024

We see the strong support through the extension of bank financing commitments to seven more high-caliber financial institutions. So, just curious what led you to decide to incorporate funding partners again this time around. Speaking of progress, we have advanced in the financing portion of the transaction.

Mergers and Acquisitions 130

Mergers and Acquisitions Bidding Taxes Financial Institutions 130

Fortune Financial

APRIL 11, 2024

Career change has become one of the defining characteristics of the modern workforce, leading to a significant issue for millions of Americans: the potential loss of 401(k) funds through oversight or lack of information. Recognizing and addressing the issue of unclaimed 401(k) funds is vital for safeguarding your financial future.

Education 59

Education Taxes Consulting Consultants 59

The Motley Fool

AUGUST 1, 2024

First, customers are adopting Cloudflare broader platform and signing pool of fund deals that can have some revenue recognition and DNR impacts, but we believe it is actually an extremely healthy sign as when customers buy into our broad platform that we know of no competitors that can match our feature set.

Taxes 130

Taxes Funds Leveraging Liabilities 130

The Motley Fool

NOVEMBER 23, 2023

It can also bring better synergy to funding cooperation and drive deeper and broader collaborations between Lexin and the financial institutions. The drop in funding cost has further improved profitability. Funding costs reached a new record low, 21-bip drop on a Q-on-Q basis. months, compared to 13.8

Assets 130

Assets Banks Shareholders Funds 130

The Motley Fool

NOVEMBER 14, 2023

I want to emphasize that in making investment decisions, we are committed to maintaining a strong cash position, not relying on external funding and investing within our means at the time and the pace of our choosing. We also continue to expand the funding sources. The portfolio included $2.4 The remaining approximately $0.5

Banks 130

Banks Financial Institutions Portfolios Financial Services 130

The Motley Fool

NOVEMBER 13, 2024

was lower year over year due to continuing resolutions discussions, the impact of the Fiscal Responsibility Act, and the diversion of funds within U.S. It's pressure that's being put on by the funding of continuing resolution in the Fiscal Responsibility Act. Federal spending in the U.S. Federal customers are simply delayed, not lost.

Financing 246

Financing Finance Leveraging Portfolios 246

The Motley Fool

AUGUST 1, 2024

The first example to highlight is a major contract signed with a large financial institution. We remain focused on a disciplined approach to fund our growth initiatives and drive meaningful shareholder returns while maintaining a strong balance sheet. Maybe you could just talk about funding sources going forward.

Assets 130

Assets Banks Leveraging Depreciation 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. So, in terms of the funding side of it, as you say, it's a high-class problem.

Assets 130

Assets Capital Banks Leveraging 130

The Motley Fool

JULY 19, 2024

In fact, we now expect to invest around $6 billion in marketing this year, up about $800 million versus last year, all of it funded from the results of our core business. Have you, in fact, increased your expectations and funded it organically? We can afford to spend more and to fund it through the core business.

Banks 130

Banks Accounting Funds Capital 130

The Motley Fool

JULY 27, 2023

banks, including Barclays, Lloyds Bank, Halifax, Bank of Scotland, Networth, Monzo, and TSB, to stop scam payments before funds leave a victim's account. These entities will leverage our smart and consumer permission data to drive increased financial inclusion and make digital interaction simpler and safer. Turning to digital identity.

Banks 189

Banks Leveraging Taxes Accounting 189

The Motley Fool

AUGUST 2, 2023

Our clients' endpoint builds and our clients' need to process disbursements real-time with good funds and reduce cost can be enabled by our platform, which helps connect and decision routing between all financial institutions within the United States. The Motley Fool has no position in any of the stocks mentioned.

Financial Institutions 130

Financial Institutions Debt Capital Portfolios 130

The Motley Fool

MAY 2, 2024

A leading technology company expanded their relationship with Cloudflare signing a 3-year $40 million pool of funds contract, $8.5 A Fortune 100 financial services company signed a similar 4-year $10 million pool of funds deal. This customer represents our largest new logo win with a major financial institution.

Capital 130

Capital Financial Institutions Financial Services Financing 130

The Motley Fool

FEBRUARY 22, 2024

Also in the quarter, we were awarded a contract by one of the oldest financial institutions in the U.S. In terms of foreign exchange, we are using a forecast based on those of several major financial institutions. We have a fully funded plan, so we don't see any shortage of capital. AFFO was $328 million or $1.11

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Leveraging Assets 130

The Motley Fool

AUGUST 1, 2024

billion of corporate cash used to self-fund loan originations. This fully committed facility, which is typically reserved for investment-grade institutions and is unmatched by any of our peers further underscores our creditworthiness and strong financial standing. Together, these assets represent a total of approximately $10.4

Companies 130

Companies Leveraging Assets Capital 130

The Motley Fool

JULY 12, 2024

As managers of a large complex financial institution, we think about both the risks and the opportunities and work to be prepared for the downside while continually building our ability to serve customers and clients. These improved deposit trends allowed us to reduce higher cost market funding. Looking ahead, overall, the U.S.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

OCTOBER 11, 2024

I've worked with Bridget in the past and know firsthand how her deep experience, leading large-scale technology transformations of large global financial institutions will benefit Wells Fargo. And then I know -- gosh, it's only been less than a month since the Fed cut the Fed funds rate. Gerard Cassidy -- Analyst Very good.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

JULY 18, 2023

These core Synchrony strengths, combined with our disciplined approach to underwriting, our diverse funding model and RSA arrangements continue to provide effective offsets to changes in the macroeconomic environment. Funding, capital, and liquidity continue to be highlights of Synchrony's performance. Turning to Slide 10.

Accounting 100

Accounting Banks Capital Assets 100

The Motley Fool

JULY 26, 2024

What big financial institutions are counting on from the Fed. I think you said it was basically a buying opportunity, saying that that was that's a little bit weird for this massive of a bank, book value being basically assets minus liabilities for a bank. You can trade it throughout the day.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

The Motley Fool

FEBRUARY 9, 2024

Contributing to portfolio growth during the year, we acquired Home Point and its $83 billion portfolio in a transaction which was accretive to tangible book value and which was essentially self-funded through the assumption of 500 million in senior notes. Whereas three years ago, we were funding a plus or minus 6 and investing at around 9.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Portfolios Assets 130

The Motley Fool

JULY 26, 2023

We're in active discussions with potential new clients, and we're also building out our asset management capability in preparation for launching an MSR fund later this year. Additionally, as you know, we're in the process of launching an MSR fund, which is intended to be another source of subservicing. All right, thanks.

Mergers and Acquisitions 130

Mergers and Acquisitions Financing Finance Leveraging 130

The Motley Fool

JUNE 6, 2024

independent dealers and distributors take advantage of inventory floor plan financing programs to fund their purchases as customary in our industry. We offer programs with third-party financial institutions, as well as through our Red Iron joint venture with Huntington Bank. The majority of our U.S.

Taxes 130

Taxes Leveraging Capital Financing 130

Pension Pulse

JUNE 27, 2023

billion) in investment liabilities managed by BCI’s funding program 1. 1 Includes clients’ investment liabilities achieved through government bond repurchase agreements. Additionally, our public markets team manages BCI’s funding program 1 representing ($18.0 Earlier today BCI put out a press release announcing a 3.5

Pension Funds 45

Pension Funds Assets Debt Liabilities 45

The Motley Fool

JANUARY 12, 2024

Throughout 2023, we added new heads and co-heads of equity capital markets, global mergers and acquisitions, financial institutions, financial sponsors, healthcare, and technology, media, and telecom. In the third quarter, we sold private equity investments in certain Norwest Equity Partners and Norwest Mezzanine Partners funds.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

AUGUST 5, 2024

Representative of that, we closed our first Data-as-a-Service opportunity in EMEA to support a global network that allows financial institutions to send and receive secure messages and information about financial transaction. Our net leverage ratio is 1.8 times trailing 12 months adjusted EBITDA and 1.8

Accounting 130

Accounting Debt Liabilities Banks 130

The Motley Fool

JANUARY 30, 2024

trillion in non-listed products linked to MSCI Indices, such as separately managed accounts and other institutional and retail fund wrappers. This underscores the value we provide to many of the world's largest financial institutions and also the unique and vital role of MSCI in the capital markets.

Assets 130

Assets Hedge Funds Capital Taxes 130