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. And I'm wondering, as we're thinking about your liability mix in 2024. trillion at the end of the year.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

JULY 14, 2023

But when you guys are looking at your balance sheet and you're measuring your treasury functions on your assets and liabilities, can you share with us what you're thinking for the second half of the year or into next year in terms of how you're managing that? We also continue to focus on better serving our communities.

Banks 130

Banks Assets Investment Banking Investment Banks 130

The Motley Fool

JULY 27, 2023

Excluding the impact of Engineering Solutions in all periods, but including approximately $10 million from this year's tuck-in acquisitions, revenue growth would have been 7%. Given you have lots of data on corporate debt at the point of issuance and you now own an incumbent brand in the space post the IHS acquisition.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Banks Debt Capital 100

The Big Picture

FEBRUARY 13, 2023

RITHOLTZ: Was this a distressed acquisition or — RIEDER: It was. But then over the years, you know, through an acquisition or their merger with Merrill Lynch Investment Management, all of a sudden became a big equity house. It’s roughly two-thirds, three-quarters of the liabilities in the world.

Hedge Funds 59

Hedge Funds Education Funds Banks 59

The Motley Fool

JULY 20, 2023

We don't operate with a cross-collateralized balance sheet like depository institutions. And we have no insurance liabilities. I would also point out with the larger financial institutions, there are things to do with them to provide some balance sheet relief. So, I think what's happening is good for the financial system.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Big Picture

APRIL 25, 2023

ADVERTISEMENT) RITHOLTZ: Prior to 2022, when rates were cheap, when rates were zero, when capital was plentiful, it seemed like the entire industry went through this wild merger frenzy. RITHOLTZ: Now, let’s talk a little bit about the roll-ups and the mergers and acquisitions that are going on. HAMBURGER: Yes.

Legal 64

Legal Law Firms Consulting Consultants 64

The Motley Fool

JANUARY 24, 2025

As we close out the fourth quarter and reflect on another successful year, our most significant milestone was our merger with Cambridge Trust. We are now six months past the merger of Eastern and Cambridge, and we remain focused on continuing to capitalize on synergies, growth opportunities, and overall financial performance.

Mergers and Acquisitions 130

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

The Motley Fool

JANUARY 29, 2025

And so, I've had a chance to discuss, obviously, this very critical topic for many of these clients, whether it's managers or wealth managers, banks, insurance companies, and the like, and I have not seen any let up in the commitment of all these European financial institutions to sustainability. So, it's both a speed to market.

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Motley Fool

MAY 29, 2024

With more visibility into their own financial performance, more and more financial institutions have been able to refocus on strategic initiatives to improve their operations, create additional operating efficiencies, provide better user experiences for their clients, and improve their competitive positioning.

Banks 130

Banks Financial Institutions Mergers and Acquisitions Accounting 130