The Motley Fool

APRIL 28, 2024

Rather, many of the companies in Ares' portfolio are lower middle market businesses that go overlooked by investment banks or private equity investors. Rithm Capital Real estate investment trusts (REITs) are another great source of dividend income. yield and prepare to hold for the long-run.

Leveraged Buyouts 244

Leveraged Buyouts Due Diligence Buyout Venture Capital 244

The Motley Fool

JUNE 17, 2023

and overseas bank failures created a hostile investing climate for all financial-services companies. If you have an investing timeline of a year or less, there is little to motivate you to buy this stock at current levels in this uncertain market. However, this investment bank has plenty to like over the long term.

Mergers and Acquisitions 130

Mergers and Acquisitions Investing Investment Banking Investment Banks 130

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. The post Industry Report: Business Services Q3 2024 [FOCUS Investment Banking] appeared first on Axial.

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

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

AUGUST 18, 2023

When one thinks of prestigious, white-shoe, Wall Street investment banks, Goldman Sachs (NYSE: GS) and Morgan Stanley (NYSE: MS) are often the first two firms that come to mind. They've been around a long time and remain two of the largest and most successful financial services institutions in the world.

Investment Banking 130

Investment Banking Investment Banks Banks Assets 130

Private Equity Insights

MAY 21, 2024

Discover the advantages of a relationship bank providing leverage on both fund and portfolio level, optimizing your investments for maximum returns. While large financial sponsors in European space tend to seek global investment bank financing, local funds often turn to domestic banks.

Leveraging 130

Leveraging Banks Financing Finance 130

The Motley Fool

DECEMBER 6, 2023

Riley Financial's lofty 17.3% Riley Financial provides financial services including investment banking, wealth and asset management, business advisory, and asset disposal. The company was a big beneficiary of the blistering investment activity seen in 2021.

Investors 246

Investors Collateral Mergers and Acquisitions Initial Public Offering 246

Private Equity Professional

JULY 16, 2024

Mesirow Financial has promoted Rick Weil and Melanie Yermack to Co-Heads of Packaging for Mesirow Investment Banking. Yermack and Mr. Weil have more than 40 years of combined investment banking experience. Chicago-headquartered Mesirow is an independent, employee-owned financial services firm founded in 1937.

Investment Banking 100

Investment Banking Investment Banks Banks Financial Services 100

The Motley Fool

JULY 15, 2023

Two market leaders There are some key attributes that these two financial-services giants share that make them good bull-market buys. In 2021, the company had record revenue in investment banking and was No. Goldman Sachs has an asset management arm, but its bread and butter is investment banking.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Exchange-Traded Funds Investment Banking 130

Private Equity Wire

MARCH 19, 2024

Genstar Capital, a private equity firm focused on investment in the financial services, industrials, software and healthcare sectors, has promoted Principals Matt McCabe and Dominic Martellaro to Directors. Prior to Genstar, Matt was an Investment Banking Associate in the industrials and business services group at Credit Suisse.

Capital 84

Capital Private Equity Firms Private Equity Firms Investment Banking 84

The Motley Fool

MAY 5, 2024

Numbers from Dealogic indicate that total M&A deals were up 30% year over year during the first quarter of 2024, driving 14% growth in total investment banking fees during the same three-month stretch. Bank of America's Q1 investment banking revenue improved to the tune of 27%.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Banks Investment Banks 130

Private Equity Insights

JUNE 14, 2023

read more SMBC, AIIB, and Intermediate Capital Group will invest $250m in Amp Energy India to drive expansion plans. Japan’s Sumitomo Mitsui Banking Corp. SMBC), Asian Infrastructure Investment Bank (AIIB), and.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Pension Funds 130

Private Equity Insights

APRIL 12, 2024

As part of the investment, Corlytics will expand its board of directors with the addition of Simon Russell as Chair. Russell previously led technology investment banking at Nomura and Dresdner Kleinwort and served on banking management committees, now working as a Chair and Non-Executive Director at various international software companies.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Banks 130

The Motley Fool

OCTOBER 3, 2024

He deserves credit for navigating the Great Recession and helping build the bank into the diversified financial services provider that it is today, one that has numerous revenue streams in various segments. And in this scenario, JPMorgan Chase could see investment banking activity decline. trillion loan portfolio.

Banks 130

Banks Prospects Financial Services Investment Banks 130

Private Equity Insights

AUGUST 10, 2023

The private equity owner of Intermedia Cloud Communications is exploring options including a sale that could value the communications services provider at more than $1bn, including debt, according to people familiar with the matter. Buyout firm Madison Dearborn Partners is working with investment bank Evercore (EVR.N)

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Amortization 130

AltAssets

JULY 25, 2023

In a new initiative aimed at reshaping the financial services landscape, Mediobanca, Italy’s top-tier investment bank, has joined forces with Founders Factory. The post Mediobanca and Founders Factory to nurture 35 startups with €12m investment first appeared on AltAssets Private Equity News.

Startups 92

Startups Investing Investment Banking Investment Banks 92

Private Equity Professional

SEPTEMBER 20, 2024

Henry began her career at Merrill Lynch in its investment banking and private equity group. ” “I am thrilled to join Flexpoint, one of the premier financial services and healthcare-focused investment firms,” said Ms. The firm’s transaction types include buyouts, growth investments, and turnarounds.

Private Equity Firms 100

Private Equity Firms Private Equity Firms Buyout Financial Services 100

Private Equity Wire

JUNE 6, 2024

Dirla joined Edison in 2021 and helped execute the firm’s $25m growth investment in healthcare benefits platform TakeCommand and a recent $110m investment and recapitalisation of messaging and payments platform Solutions By Text, co-led by Edison and StepStone Group. In April, Edison opened an office in Nashville, Tennessee.

Private Equity Firms 89

Private Equity Firms Private Equity Firms Asset Management Investment Banking 89

The Motley Fool

JULY 9, 2023

If so, investment bank analysts on Wall Street can think of a few they'd like you to consider. The average target for this e-commerce, video game, and financial-services conglomerate suggests a 71% gain could be around the corner. Are you looking for growth stocks that can outperform in the year ahead?

Conglomerates 130

Conglomerates Financial Services Investment Banks Investment Banking 130

The Motley Fool

FEBRUARY 25, 2024

And yet, Bank of America is clearly something of a standout within the banking industry. It managed to add 130,000 new consumer checking accounts last quarter, and brought in 40,000 new brokerage and private-banking customers. Discover Financial Services is an advertising partner of The Ascent, a Motley Fool company.

Mergers and Acquisitions 130

Mergers and Acquisitions Bidding Banks Financial Services 130

The Motley Fool

AUGUST 27, 2023

Nearly 38% of Buffett's portfolio is invested in one sector if Apple is left out of the mix. Ten of those stocks are in the financial services sector. Stock % of Portfolio With Apple Included % of Portfolio Excluding Apple Bank of America (NYSE: BAC) 8.5% Capital One Financial (NYSE: COF) 0.4% Visa (NYSE: V) 0.6%

Portfolios 100

Portfolios Exchange-Traded Funds Banks Financial Services 100

The Motley Fool

JULY 9, 2024

Among bank stocks , it's a distant fourth place. Here's a rundown of the bank stocks Berkshire still owns and the market value of each: Bank Value of Berkshire's Investment Bank of America $41 billion American Express $35 billion Citigroup $3.5 billion Ally Financial $1.2 billion Capital One $1.7

Capital 100

Capital Banks Financial Services Stakes 100

The Motley Fool

MARCH 14, 2024

Supporting this thesis, Morgan Stanley , a major investment bank and financial services company, has stated that the eVTOL industry could reach a $45 billion valuation as soon as 2030 and a $1 trillion valuation by 2040. billion.

Prospects 130

Prospects Investment Banks Investment Banking Financial Services 130

Private Equity Wire

APRIL 10, 2024

As part of the investment, Corlytics will expand its board of directors with the addition of Simon Russell as Chair. Russell previously led technology investment banking at Nomura and Dresdner Kleinwort and served on banking management committees, now working as a Chair and Non-Executive Director at various international software companies.

Stakes 94

Stakes Banks Investment Banks Investment Banking 94

Private Equity Wire

NOVEMBER 27, 2024

The fundraise includes $808m of primary fund commitments and up to $210m of pre-allocated co-investment to accelerate high-impact healthcare and financial services companies in global growth markets.

Funds 88

Funds Education Financial Institutions Asset Management 88

Private Equity Wire

FEBRUARY 20, 2024

According to AFR’s sources, Richard Blackburn, Head of CVC’s Australia business, has been working closely on a potential take-private deal with AUD892bn global financial services group Macquarie Capital’s CEO, Dragi Ristevski, who left his role as Head of Investment Banking at Credit Suisse last year.

Private Equity Firms 86

Private Equity Firms Private Equity Firms Bidding Banks 86

The Motley Fool

JANUARY 10, 2024

The major banks are also suffering from weak capital markets impacting their other divisions. This hurts the investment banking segments of the major banks. The outlook for Bank of America, PNC, and Wells Fargo The banking sector is full of bellwethers that reflect broader economic health.

Banks 130

Banks Initial Public Offering Shareholders Investment Banks 130

Private Equity Wire

SEPTEMBER 20, 2024

Flexpoint Ford (Flexpoint), a private equity investment firm specialising in the financial services and healthcare sectors, has appointed Emily Henry as Managing Director, Investor Relations and Capital Formation, based in the firm’s New York office.

Capital 82

Capital Private Equity Firms Private Equity Firms Investors 82

Private Equity Wire

SEPTEMBER 30, 2024

Prior to joining Three Hills, she served in pan-European private equity firms PAI Partners, BlackFin CP and Adagia, with a focus on the French middle market, and in particular, investments in the B2B services, financial services, and light industrials sectors.

Private Equity Firms 80

Private Equity Firms Private Equity Firms Asset Management Investment Banking 80

Private Equity Wire

JULY 16, 2024

Prior to his involvement with Star Mountain, Glovier was a Managing Director within the credit business of Fortress Investment Group, where he led private equity and debt investments with a focus on financial services.

Capital 80

Capital Private Equity Firms Private Equity Firms Consulting 80

The Motley Fool

JULY 9, 2024

The attraction of a fortress balance sheet The attraction of JPMorgan Chase as an investment opportunity starts with its position as the largest U.S. banking institution, diversified globally across financial services. Compared to fears of a looming recession in recent years, macro data points like steady U.S.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

APRIL 19, 2024

Bank of America: Diversified global banking Just under 30% of Li Lu's portfolio of United States stocks (foreign stock holdings are not required to be publicly reported) is in Bank of America. One of the largest banks in the world offers individuals and commercial customers a diversified set of financial services.

Portfolios 130

Portfolios Banks Shareholders Capital 130

Private Equity Wire

OCTOBER 24, 2024

Before joining Goldman Sachs in 2020, he was Co-Founder and CEO of Lab49, a global solutions provider of investment and risk technology to the world’s top asset managers and investment banks.

Assets 75

Assets Asset Management Investment Banking Investment Banks 75

The Motley Fool

SEPTEMBER 18, 2024

Led by longtime Chief Executive Officer Jamie Dimon, the company is a powerhouse in numerous segments of banking, including but certainly not limited to commercial lending, investment banking, and credit card issuance. banks, which also includes Bank of America , Citigroup , and Wells Fargo. billion.

Banks 100

Banks Investment Banks Investment Banking Assets 100

Private Equity Wire

OCTOBER 21, 2024

Governance, risk, and compliance (GRC) solutions provider, ACA Group (ACA), has acquired Effecta Compliance Group (Effecta), a regulatory consultancy practice that supports financial service firms throughout the United Kingdom and the United Arab Emirates.

Bidding 70

Bidding Consulting Consultants Financial Services 70

Private Equity Wire

OCTOBER 16, 2024

Lawther is an experienced financial services banker with two decades of experience advising clients in the wealth, pensions, and asset management sector. Nissan joins Continuum from Goldman Sachs, where he was a Vice President in the Financial Institutions Group investment banking team.

Financial Institutions 58

Financial Institutions Asset Management Investment Banking Investment Banks 58