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

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

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

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 Banking 130

Investment Banking Investment Banks Banks Assets 130

The Motley Fool

JANUARY 25, 2024

Before you buy stock in Goldman Sachs Group, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now. Jason Moser: I think it's with Goldman Sachs, Goldman is not the first bank I think that comes to people's minds when we think about consumer banking.

Investors 130

Investors Taxes Banks Education 130

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

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

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 Finance Financing 130

Private Equity Insights

JUNE 14, 2023

GrowthCurve Capital has held the final close of its inaugural private equity fund, GrowthCurve Capital Partners I, with total capital commitments of $1.4bn for the fund and related co-investment vehicles. read more SMBC, AIIB, and Intermediate Capital Group will invest $250m in Amp Energy India to drive expansion plans.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Pension Funds 130

The Motley Fool

JULY 15, 2023

But as a long-term investor, I've learned that the more important thing to know is that bull markets, on average, last longer than bear markets, and they generate higher returns than bear markets do losses. Two market leaders There are some key attributes that these two financial-services giants share that make them good bull-market buys.

Mergers and Acquisitions 130

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

The Motley Fool

MAY 5, 2024

Bank of America Investors might be a bit hesitant to own any bank stocks right now. The industry is on the defensive, dealing with rising loan defaults and delinquencies at the same time it's experiencing tepid demand for other banking services. The Motley Fool recommends Discover Financial Services.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Banks Investment Banks 130

The Motley Fool

OCTOBER 3, 2024

But JPMorgan Chase (NYSE: JPM) has been a huge winner for investors. In the past 24 months, shares of this money-center bank have produced a total return of 106%. This gain is well ahead of what the S&P 500 index was able to do for investors. By looking at the bull and bear cases, investors can make a more informed decision.

Banks 130

Banks Prospects Financial Services Investment Banks 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

Private Equity Professional

SEPTEMBER 20, 2024

Flexpoint Ford has hired Emily Henry as Managing Director, Investor Relations and Capital Formation, based in the firm’s New York office. Henry will oversee Flexpoint’s investor relations initiatives and lead the firm’s engagement with current and prospective investors.

Private Equity Firms 100

Private Equity Firms Private Equity Firms Buyout Financial Services 100

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. Fund IV aims to support emerging consumers and producers to build better lives and has already invested in five initial companies.

Funds 98

Funds Education Financial Institutions Asset Management 98

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. FuboTV's recent market cap of just $586 million seems far too low for a streaming service provider likely to dominate the market for local sports. Investors want to keep an eye on the bottom line in the quarters ahead.

Conglomerates 130

Conglomerates Financial Services Investment Banks Investment Banking 130

The Motley Fool

FEBRUARY 25, 2024

With that as the backdrop, here's a closer look at two Warren Buffett stocks most investors can plow into right now, and one you might want to steer clear of -- at least for the time being. Bank of America If you're looking for excitement, pass on Berkshire Hathaway holding Bank of America (NYSE: BAC). Two reasons, actually.

Mergers and Acquisitions 130

Mergers and Acquisitions Bidding Banks Financial Services 130

The Motley Fool

JANUARY 17, 2025

An investor who purchased Robinhood Markets (NASDAQ: HOOD) stock at the beginning of the week would have been notably richer toward the end of it. Shares of the next-generation financial services company were popular following a settlement deal with a regulator, not to mention several glowing analyst notes on its business.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Investment Banks Investment Banking Financial Services 100

The Motley Fool

MARCH 14, 2024

Over the past two years, investors have flocked toward a small handful of well-known large-cap equities in the fields of artificial intelligence (AI) and weight loss drugs. This promising scenario augurs well for Archer and its early investors. Final thoughts Archer Aviation is a high-risk, high-reward growth stock.

Prospects 130

Prospects Investment Banks Investment Banking Financial Services 130

The Motley Fool

JANUARY 16, 2025

Business Overview and Key Success Factors Bank of America provides a wide range of banking and financial services across several segments, including Consumer Banking, Global Wealth and Investment Management, Global Banking, and Global Markets. YOY = Year over year. Net income for the segment was $1.2

Banks 130

Banks Asset Management Management Fees Assets 130

The Motley Fool

JULY 9, 2024

Shares of JPMorgan Chase (NYSE: JPM) have created wealth for investors, delivering a 20% return this year and even outperforming the S&P 500 index thus far in 2024. There's a lot to like about the megabank, which has benefited from resilient economic conditions and climbing financial asset prices.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

APRIL 19, 2024

Many people try to emulate Warren Buffett's investing strategies, but it isn't easy to generate the same level of success. The Chinese-born value investor runs a fund called Himalayan Capital Management, which was started a few decades ago with the help of Munger (now deceased). Should you invest $1,000 in Alphabet right now?

Portfolios 130

Portfolios Banks Shareholders Capital 130

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

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 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 98

Stakes Banks Investment Banking Investment Banks 98

The Motley Fool

JANUARY 10, 2024

The banks' big price moves were rapid and highly correlated with one another, so it's clear that the stocks were responding to the same macroeconomic news rather than anything company specific. BAC data by YCharts Why were investors so excited about the Fed news? This hurts the investment banking segments of the major banks.

Banks 130

Banks Initial Public Offering Shareholders Investment Banks 130

The Motley Fool

SEPTEMBER 18, 2024

For many investors, and not a few analysts, JPMorgan Chase (NYSE: JPM) is best-in-class among the large U.S. 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 100

Banks Investment Banking Investment Banks Assets 100

The Motley Fool

JULY 11, 2023

When investors think of bank stocks to buy, U.S. 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. trillion in assets versus U.S.

Banks 100

Banks Investment Banks Investment Banking Assets 100

The Motley Fool

OCTOBER 21, 2024

Before you buy stock in Berkshire Hathaway, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Berkshire Hathaway wasn’t one of them. if you invested $1,000 at the time of our recommendation, you’d have $845,679 !* Take that as you will.

Banks 130

Banks Investment Banks Investment Banking Mergers and Acquisitions 130

Private Equity Insights

MAY 9, 2024

In this interview, Johannes Geberth, Head of Institutional Investors at Raiffeisen Bank International AG, discusses the key role of relationship banks in supporting alternative investment funds throughout their lifecycle. 12 markets of the region are covered by subsidiary banks.

Banks 130

Banks Funds Finance Financing 130

The Healthcare Investor

MARCH 11, 2024

.” – Gordon Maner On this episode of The Corner Series , McGuireWoods’ Geoff Cockrell welcomes healthcare investor Gordon Maner. Gordon is the CEO of AMB Wealth , a financial services firm that specializes in asset management and healthcare investment banking.

Investing 59

Investing Asset Management Investment Banking Investment Banks 59

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 116

Startups Leveraging Consulting Consultants 116

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). I think it will take more than what the bank has offered up so far.

Banks 100

Banks Investment Banks Investment Banking Financial Services 100

The Motley Fool

MAY 1, 2024

In this podcast, Motley Fool analyst Asit Sharma and host Ricky Mulvey discuss: Why Bank of America 's $1.5 billion in net charge-offs can be forgiven by investors. Asit Sharma: Well, let's start with that big number from Bank of America, $1.5 A long comeback for wealth management at Merrill Lynch. billion in net charge-offs.

Banks 130

Banks Leveraging Debt Assets 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

JULY 30, 2024

Operator instructions] I would now like to introduce Mr. Mark Grant, senior vice president of investor relations for S&P Global. Mark Grant -- Senior Vice President, Investor Relations Good morning, and thank you for joining today's S&P Global second quarter 2024 earnings call. Sir, you may begin.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

OCTOBER 24, 2024

Operator instructions] I would now like to introduce Mr. Mark Grant, senior vice president of investor relations for S&P Global. Mark Grant -- Senior Vice President, Investor Relations Good morning, and thank you for joining the 2024 earnings call. if you invested $1,000 at the time of our recommendation, you’d have $855,238 !*

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Financial Services Shareholders Mergers and Acquisitions 130