The Motley Fool

AUGUST 23, 2023

Analysts at investment bank UBS have given it a price target of $86, or 135% higher than where it trades as of this writing. Things were going well up until 2022 when a rapid rise in interest rates shook the confidence of Upstart's funding partners (banks and financial institutions).

Financial Institutions 246

Financial Institutions Banks Investment Banking Investment Banks 246

The Motley Fool

JULY 14, 2023

Helping to pave the way ahead for the Dow Jones Industrial Average was the banking industry , with reports from major financial institutions helping to boost confidence in the sector. However, not every bank managed to ride the coattails of the winners in the industry. Revenue eased lower by 1% year over year to $19.4

Banks 130

Banks Financial Institutions Investment Banking Investment Banks 130

The Motley Fool

MAY 1, 2024

In our capitalist system, we need financial institutions to facilitate the smooth flow of capital from savers to borrowers. Just imagine what would happen if we didn't have banks. I think Buffett has confidence that Bank of America will still be around decades from now, continuing to dominate the banking sector.

Financial Institutions 130

Financial Institutions Portfolios Banks Conglomerates 130

The Motley Fool

OCTOBER 7, 2024

The chart below details year-end targets set by various investment banks and financial institutions. Not surprisingly, many Wall Street strategists expect the S&P 500 to decline modestly in the weeks ahead. It also shows the implied upside (or downside) based on the S&P 500's current level of 5,751.

Stock Market 189

Stock Market Stock Market Banks Financial Institutions 189

Private Equity Wire

JANUARY 12, 2024

He started his career as an Investment Banking Analyst with UBS Investment Bank’s mergers & acquisitions group and financial institutions group in New York City. Koch first joined Kainos in 2014 as an Associate and rejoined in 2019 as a Vice President.

Mergers and Acquisitions 98

Mergers and Acquisitions Capital Private Equity Firms Private Equity Firms 98

Private Equity Wire

SEPTEMBER 20, 2024

Henry began her career at Merrill Lynch working in investment banking within the Financial Institutions Group and later as a Principal in the Global Private Equity Group. She holds an MBA from Columbia Business School and a BA from Wellesley College.

Capital 96

Capital Private Equity Firms Private Equity Firms Investors 96

Private Equity Wire

NOVEMBER 1, 2023

As well as fund structuring advice, Han Mong also counsels fund managers on the establishment of business operations in Singapore, together with the formation, structuring, and registration of investment funds in Singapore and numerous other jurisdictions across Asia-Pacific and various offshore fund domiciles.

Law Firms 97

Law Firms Financial Institutions Investment Banks Investment Banking 97

Private Equity Insights

OCTOBER 19, 2023

While Quadria did not name the limited partners, VCCircle reported in August that the firm was set to receive $35m from German development financial institution DEG, which also invested $30m in its second fund.

Capital 130

Capital Funds Private Equity Firms Private Equity Firms 130

Private Equity Wire

NOVEMBER 28, 2024

Blackstone Credit & Insurance (BXCI), Blackstone’s asset backed credit division, and Santander Corporate & Investment Banking (CIB) have agreed to a strategic deal that will see BXCI acquire a $1bn portfolio of infrastructure loans from the bank.

Portfolios 72

Portfolios Financial Institutions Finance Financing 72

Private Equity Wire

NOVEMBER 27, 2024

Cornerstone investors for LeapFrog’s latest fund include top-tier institutional limited partners such as Temasek, AIA, Prudential Financial, and development financial institutions, including the European Investment Bank and the US International Development Finance Corporation.

Funds 98

Funds Education Financial Institutions Asset Management 98

The Motley Fool

JULY 15, 2024

That's a big move for a large-cap bank stock. While the interest income miss was definitely disappointing, it's important for investors to realize that this is a rock-solid financial institution that has done a great job of turning itself around in recent years, and that interest-rate headwinds are temporary.

Investors 130

Investors Banks Financial Institutions Investment Banking 130

The Motley Fool

NOVEMBER 23, 2024

In September, 14 prominent financial institutions announced support to triple global nuclear capacity by 2050. According to the investment bank Craig-Hallum, we are at the dawn of a multidecade megatrend when nuclear energy takes center stage. The momentum is undeniable.

Financial Institutions 130

Financial Institutions Investment Banking Investment Banks Banks 130

Private Equity Wire

OCTOBER 16, 2024

Having led Deloitte’s UK wealth and asset management M&A advisory team for five years, as well as serving as a senior member of Canaccord Genuity Hawkpoint’s FIG investment banking team, Lawther will co-lead Continuum’s wealth, pensions, and asset management M&A advisory business alongside Myles Phillips.

Financial Institutions 72

Financial Institutions Asset Management Investment Banks Investment Banking 72

The Motley Fool

AUGUST 16, 2023

Berkshire Hathaway is a holding company that also deals with insurance; JPMorgan Chase is a top investment bank; Bank of America is a top consumer bank ; and Visa and Mastercard lead the way in payments processing. Despite the top-heaviness of the ETF, it covers a lot of ground.

Banks 130

Banks Exchange-Traded Funds Financial Institutions Investment Banking 130

The Motley Fool

JANUARY 25, 2024

These new investment products are offered by financial institutions such as Ark Invest, BlackRock , and many others. Management's vision for SoFi is that the platform will be a one-stop shop for all your financial needs -- lending, investing, banking, and more.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Initial Public Offering Exchange-Traded Funds Financial Institutions 130

The Motley Fool

JULY 24, 2023

Bill Mann: You always have to be a little bit careful when you're talking about financial institutions and their earnings because a lot of times what you're basing on, I think when a lot of people think earnings, they think of a cash return, and in the case of Goldman, they had two things that impacted their earnings very badly.

Debt 130

Debt Banks Financial Institutions Investment Banking 130

The Motley Fool

JULY 12, 2024

We continue to generate strong fee-based revenue growth with increases across most categories compared to a year ago due to both the investments we're making in our businesses and favorable market conditions with particular strength in investment advisory, trading activities, and investment banking.

Banks 130

Banks Assets Investment Banking Investment Banks 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. For commercial clients, we continued to invest in order to have the right people and the right capabilities to better penetrate our customer base.

Banks 130

Banks Assets Investment Banking Investment Banks 130

Insight Partners

DECEMBER 17, 2024

Research and document analysis (Production): An investment bank uses AI Agents for research tasks such as reading unstructured documents, summarizing content, and mapping company names to tickers for investment analysis.

Startups 78

Startups Leveraging Consultants Consulting 78

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

JULY 26, 2024

In this podcast, Motley Fool contributor Matt Frankel and host Ricky Mulvey discuss: Bank of America 's comeback story. What big financial institutions are counting on from the Fed. Any other big trends you're seeing from the parade of bank reportings this week? That's pretty much across the board.

Banks 130

Banks Investment Banking Investment Banks Portfolios 130

Blackstone News

FEBRUARY 27, 2024

Barclays Bank PLC, acting through its Investment Bank, served as exclusive structuring advisor to Blackstone in the transaction, to which it also served as risk retainer and liquidity facility provider. The Transaction is expected to release approximately GBP£1.0

Securities and Exchange Commission (SEC) 52

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

The Motley Fool

OCTOBER 11, 2024

We are also investing in our branches and have refurbished over 460 branches during the first three quarters of this year. We continue to hire proven leaders in our corporate investment bank. We also hired a new vice chair of corporate banking, who is focused on helping us continue to expand and grow that franchise.

Banks 130

Banks Assets Capital Investment Banking 130

The Motley Fool

JULY 14, 2023

As the slide shows, our office loans at the end of the second quarter were primarily in corporate investment banking and that is also where we had the most nonaccrual loans in the highest level of allowance for credit losses. Turning to corporate investment banking on Slide 13. at the end of the first quarter to 8.8%

Banks 130

Banks Assets Capital Investment Banking 130

The Motley Fool

JULY 14, 2023

In banking, the momentum in investment-grade debt has spread into other DCM products. But the long-awaited rebound in investment banking has yet to materialize. And it was a disappointing quarter in terms of both the wallet and our own performance, with investment banking revenues down 24%.

Banks 130

Banks Capital Investment Banking Investment Banks 130

Axial

NOVEMBER 18, 2024

In this post, we cover: Definitions Key differences between brokers and advisors How Axial helps you find the right partner for your business To write this post, we used data from our network of brokers and advisors, which includes over 1,100 investment banks and M&A advisory firms, as well as 900 brokerage firms.

Fee Structure 52

Fee Structure Boutique Investment Banks Bidding Mergers and Acquisitions 52

Oakhill

MAY 4, 2023

is a full-service investment banking firm headquartered in Little Rock, Arkansas serving a broad client base of corporations, state and local governments, financial institutions, institutional and individual investors throughout the United States and overseas. Stephens Inc.

Capital 40

Capital Leveraged Buyouts New York Stock Exchange Private Equity Firms 40

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. SALISBURY: Generally, it’s asset liability mismatches that causes bank failures, but it also causes, in some cases, hedge fund failures and other financial institutions to fail. I graduated college, realized I needed to get a job.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

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

OCTOBER 13, 2023

This helped drive investment banking revenue up 34%, albeit of a low base and a small wallet. We leverage our unique assets and capabilities to serve corporates, financial institutions, investors, and individuals with global needs. These institutional deposits are complemented by $416 billion of U.S.

Banks 130

Banks Capital Assets Accounting 130

The Motley Fool

MARCH 13, 2024

And as part of a seven-figure fourth quarter deal, they plan to deploy Communications Mining in their corporate investment banking, commercial banking, and HR departments. Also the messaging around the GSIs, the partners, that's where the platform becomes even more important.

Leveraging 130

Leveraging Banks Capital Finance 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. BITTERLY MICHELL: Yeah, so any data that we have obviously has a large financial ….

Banks 119

Banks Assets Capital Hedge Funds 119

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 Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

The Big Picture

AUGUST 8, 2022

In the financial crisis, let’s remember, Goldman Sachs and Morgan Stanley became bank holding companies. ADMATI: They were investment banks. What should banks and financial institutions be doing differently? And so, it was a wonderful life and during COVID in the banking sector.

Banks 81

Banks Debt Finance Financing 81

The Big Picture

MARCH 27, 2023

I wanted to see the world, and whether it was investment banking, or basket weaving really had absolutely no bearing on my decision. MIELLE: Of course, I was and it was particularly ruthless because I was in a group called FIG, Financial Institutions Group. MIELLE: So financial institutions were not my industry to cover.

Hedge Funds 114

Hedge Funds Funds Assets Finance 114

Pension Pulse

NOVEMBER 25, 2024

Just how badly Northvolt and its financiers misjudged the situation a year ago has now become evident. Last fall, the company invited investment banks to pitch for roles in an IPO that could have valued the battery maker at US$20 billion, the FT then reported. Canada Pension Plan Investment Board, Investment Management Corp.

Pension Funds 59

Pension Funds Funds Finance Financing 59

The Motley Fool

JULY 18, 2023

While our businesses performed well this quarter, I would particularly highlight our global markets and sales and trading team and our investment banking teams. We did see some competitive pressure this quarter within about roughly $40 billion of CDs as some of the financial institutions pushed prices higher.

Banks 100

Banks Leveraging Taxes Accounting 100