The Motley Fool

JUNE 20, 2024

Buffett's appetite for financial services typically turns to more traditional platforms, but he owns a piece of the fast-growing Latin American fintech stock. Brazil-based Nu is the parent company of Nubank, a bankless provider of financial services that has taken over its home country in just the last 10 years.

Financial Services 246

Financial Services Banks Accounting Investment Banks 246

The Motley Fool

DECEMBER 4, 2024

The following table shows the P/E ratios of top payment processors and investment banks -- which are all top 10 holdings in the Vanguard Financials ETF. Here's a look at the P/B ratios of top diversified banks and Warren Buffett-led Berkshire Hathaway. Bank of America 1.3 American Express 22.4 Goldman Sachs 17.9

Mergers and Acquisitions 245

Mergers and Acquisitions Banks Mutual Funds Investment Banks 245

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

The Motley Fool

DECEMBER 12, 2024

Shares of the member-centric consumer bank SoFi Technologies (NASDAQ: SOFI) have been soaring. Investment-bank analysts aren't convinced the underlying business has grown fast enough to support its lofty new valuation. In early 2023, the company's financial services segment was still losing money.

Banks 241

Banks Financial Institutions Investment Banks Investment Banking 241

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 Banks Investment Banking Assets 223

The Motley Fool

SEPTEMBER 9, 2024

Taking a look at SoFi's entire business SoFi breaks its business down into three primary segments: lending, technology, and financial services. Investment banks including Goldman Sachs , Bank of America , JP Morgan , Wells Fargo , Morgan Stanley , and Citigroup are all forecasting a rate cut in September.

Banks 246

Banks Financial Services Leveraging Prospects 246

The Motley Fool

AUGUST 25, 2024

Riley Financial B. Riley Financial (NASDAQ: RILY) is a Los Angeles-based financial services company. It focuses on investing in and acquiring companies. Riley also operates subsidiaries that provide asset management, brokerage, direct lending, investment banking, wealth management, and other services.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Asset Management Investment Banks 246

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

Axial

JANUARY 23, 2025

Axial is excited to release our 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 400+ investment banks and advisory firms that met the qualifications to be considered for league tables last year.

Investment Banks 59

Investment Banks Investment Banking Banks Mergers and Acquisitions 59

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 Banks Investment Banking 130

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 Banks 52

Investment Banks Investment Banking Mergers and Acquisitions 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

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

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 Banks 130

Investment Banks Investment Banking 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 Finance Financing Banks 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.

Collateral 246

Collateral Investors Mergers and Acquisitions Initial Public Offering 246

The Motley Fool

JANUARY 16, 2025

Multinational investment bank and financial services giant Morgan Stanley (NYSE:MS) delivered an impressive performance in its fourth quarter of 2024. Business Overview and Strategic Focus Morgan Stanley operates across three primary segments: Institutional Securities, Wealth Management, and Investment Management.

Investment Banks 130

Investment Banks Investment Banking Banks Assets 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 97

Capital Private Equity Firms Private Equity Firms Investment Banks 97

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 Banks 130

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 Banks 100

Investment Banks Investment Banking Banks Financial Services 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 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

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 98

Startups Investing Investment Banks Investment Banking 98

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 98

Private Equity Firms Private Equity Firms Asset Management Investment Banks 98

The Motley Fool

APRIL 18, 2025

During the three-month period, Bank of America reported 3% revenue growth in consumer banking, while investment banking fees dipped 3%. Bank of America's research team doesn't think the U.S. A dominant force in the industry Bank of America has long been a leader in the financial services sector.

130

130

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 91

Bidding Consulting Consultants Financial Services 91

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

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 96

Private Equity Firms Private Equity Firms Asset Management Investment Banks 96

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 94

Assets Asset Management Investment Banks Investment Banking 94

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 96

Capital Private Equity Firms Private Equity Firms Investors 96

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

The Motley Fool

FEBRUARY 13, 2025

Rather, he helped transform Berkshire Hathaway into a financial powerhouse by taking positions in globally recognized companies that generate steady cash flow. One of Buffett's favorite industry sectors throughout his career has been financial services. How is Moody's using AI?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Financial Institutions Financial Services 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 96

Capital Private Equity Firms Private Equity Firms Consulting 96

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

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