The Motley Fool

DECEMBER 15, 2023

BDCs typically compete with banks and even venture capital or private equity funds depending on the deal structure. By taking a different approach, Ares is not only carving out a niche in the world of BDCs, but it has found a way to tap into the types of activities usually handled by traditional investment banks.

Mergers and Acquisitions 246

Mergers and Acquisitions Exchange-Traded Funds Banks Financial Institutions 246

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 80

Capital Private Equity Firms Private Equity Firms Investment Banking 80

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

The Motley Fool

DECEMBER 13, 2023

If you're considering buying Bank of America stock today, here are four things you'll want to consider. bank and offers a variety of financial services With over $2.5 trillion in assets, BofA is the second-largest bank in the U.S., Its traditional banking business benefits during times of rising interest rates.

Banks 223

Banks Investment Banking Investment Banks Assets 223

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 85

Private Equity Firms Private Equity Firms Asset Management Investment Banking 85

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

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Capital Banks Financial Services Stakes 100

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 Banking 130

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 76

Capital Private Equity Firms Private Equity Firms Consultants 76

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

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 91

Startups Investing Investment Banking Investment Banks 91

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 5, 2024

Investec Bank, the UK banking subsidiary of international financial services group Investec, has expanded its private equity offering with three new appointments – Oliver Altendorf, Christoph Schwarz, and Emilia Korobowicz to its GP advisory team. He previously worked in Houlihan Lokey’s investment banking division.

Banks 52

Banks Investment Banking Investment Banks Financial Services 52

Private Equity Professional

AUGUST 1, 2024

MSCP is the middle-market-focused private equity business of Morgan Stanley Investment Management which in turn is part of Morgan Stanley , a financial services firm providing investment banking, securities, wealth management, and investment management services.

Investment Banking 130

Investment Banking Investment Banks Financial Services Business Services 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

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

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 Earnings Before Interest 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 91

Stakes Banks Investment Banking Investment Banks 91

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 82

Private Equity Firms Private Equity Firms Bidding Banks 82

The Healthcare Investor

MARCH 11, 2024

Gordon is the CEO of AMB Wealth , a financial services firm that specializes in asset management and healthcare investment banking. He also is the founding partner of Frontline Healthcare Partners, a private investment firm focused exclusively on investing in lower middle market, distributed healthcare businesses.

Investing 59

Investing Asset Management Investment Banking Investment Banks 59

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 Banking Investment Banks 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 Banks Bidding Financial Services 130

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 Banking Investment Banks Financial Services 130

FinSMEs

JULY 24, 2023

Mediobanca Group, an Italian investment bank, signed a partnership with Founders Factory, a London, UK-based global company builder and early-stage investor, to launch a new fintech venture studio and accelerator.

Startups 52

Startups Investing Investment Banking Investment Banks 52

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

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

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 Banking 130

Advent International

JULY 29, 2022

Commenting on the investment, Ms Shweta Jalan, Managing Partner at Advent, said, “We believe India’s banking sector is at an inflection point where tech-enabled banks like YES BANK have an advantage. It also operates investment banking, merchant banking and brokerage businesses through YES Securities.

Banks 40

Banks Stakes Financial Services Stock Exchanges 40

The Motley Fool

JULY 11, 2023

Powerhouses like Bank of America (NYSE: BAC) and Wells Fargo (NYSE: WFC) are the usual go-to names. Bank just doesn't have as many profit levers to pull as its larger peers do. It's not a major investment bank, for instance. Bancorp just boasts better banking metrics U.S. trillion in assets versus U.S.

Banks 100

Banks Investment Banking Investment Banks Assets 100

SEI

AUGUST 16, 2022

Kevin is a Financial Services Sales Executive with a proven track record of establishing and cultivating strategic partnerships in the investment, insurance, trust, legal, and accounting communities. IT Professionals (ITS). IT professionals (US). Business development. Relationship management. Strategic planning.

Legal 52

Legal Investment Banking Investment Banks Financial Services 52

Private Equity Wire

MARCH 8, 2024

My focus spans media, consumer internet, financial services, and education. Meryem Bensaid, Principal, Blackstone – Meryem Bensaid is responsible for the sourcing and execution of deals in the media, information services, education and financial services. Meryem joined Blackstone in 2014 as an Intern.

Education 83

Education Private Equity Firms Private Equity Firms Hedge Funds 83

Private Equity Insights

MAY 9, 2024

About Raiffeisen Bank International AG: RBI regards Austria, where it is a leading corporate and investment bank, as well as Central and Eastern Europe (CEE) as its home market. 12 markets of the region are covered by subsidiary banks. Find out more: Raiffeisen Bank International AG Can’t stop reading?

Banks 130

Banks Funds Investing Financing 130

Private Equity Wire

SEPTEMBER 5, 2023

Calleemallay will focus on Hawksford’s growth strategy across the EMEA region and has more than seven years’ experience in financial services, with a proven track record of sourcing and implementing financial projects within the investment banking sector.

Mergers and Acquisitions 40

Mergers and Acquisitions Financing Finance Investment Banking 40

The Motley Fool

AUGUST 18, 2023

Another factor to consider is that, when matched against its peers, Wells Fargo doesn't have a muscular investment banking operation helping to power its fundamentals higher (and provide financial cushioning for rainy days). 10 stocks we like better than Wells Fargo When our analyst team has a stock tip, it can pay to listen.

Banks 100

Banks Investment Banking Investment Banks Financial Services 100

The Motley Fool

MAY 1, 2024

All this opens the door for the activities that big banks love, which is, they like to make money off of deposits, but when that equation is upside down and interest rates are high, they want to do this stuff. The trading investment banking activities have really stood out to me among all these big banks as a propellant for earnings.

Banks 130

Banks Leveraging Debt Assets 130

Advent International

JANUARY 6, 2023

Currently, it has invested/committed over $3.2 billion across 14 companies with headquarters or operations in India in sectors such as business and financial services, retail, consumer and leisure, healthcare, industrial and technology. Previous healthcare investments in India also include Bharat Serums and Vaccines.

Stakes 40

Stakes Mergers and Acquisitions Shareholders Banks 40

BlueMind

JULY 15, 2022

There is a reason that financial compliance covers such a broad spectrum of areas that need to be regulated: without it, the markets will be in chaos. The primary cause of the 2008 global financial crisis was the deregulation of the financial industry.

Securities and Exchange Commission (SEC) 98

Securities and Exchange Commission (SEC) Legal Investment Banking Investment Banks 98

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