Private Equity Insights

FEBRUARY 12, 2025

The firm is looking to extend its role beyond investing client capital to managing funds for private equity and alternative asset managers, according to Chief Financial Officer Martin Small. We can be a primary capital provider through our fund-of-funds business, Small stated.

Financing 162

Financing Finance Private Equity Firms Private Equity Firms 162

Private Equity Insights

MARCH 5, 2025

The company provides quick-service restaurants (QSRs) with branded online ordering solutions, in-store and online payments, and embedded payment technology that integrates seamlessly with its ordering platform. in 2021 to 17.6% Can`t stop reading?

Asset Management 147

Asset Management Leveraging Financial Services Assets 147

Private Equity Wire

NOVEMBER 6, 2024

Alperovich has extensive experience advising private equity sponsors and their portfolio companies on a broad range of transactions, including mergers and acquisitions, leveraged buyouts, minority and growth investments, joint ventures, carve-outs and divestitures, restructurings, SPACs and de-SPACs, and investments in general partners.

Leveraged Buyouts 96

Leveraged Buyouts Mergers and Acquisitions Buyout Asset Management 96

The Motley Fool

MARCH 2, 2024

In this podcast, Motley Fool host Ricky Mulvey and analyst Jim Gillies discuss: How a merged Capital One and Discover Financial Services would compare to the big banks. Discover Financial Services is an advertising partner of The Ascent, a Motley Fool company. The investor reaction to the proposed merger.

Financial Services 130

Financial Services Capital Mergers and Acquisitions Banks 130

Private Equity Wire

OCTOBER 31, 2024

The report cites the company’s founders and Co-Managing Partners, Tom Connolly and Michael Koester, as confirming that the funding includes leverage and a co-investment programme, with Liberty Mutual Investments and Michael Dell’s family office, DFO Management, as anchor partners.

Depreciation 96

Depreciation Earnings Before Interest Leveraging Taxes 96

The Motley Fool

MAY 9, 2024

BDCs tend to use leverage to help boost their payouts. While this leverage can help juice returns, it could also exacerbate losses during an economic downturn. is below the BDC average of 1.06, showing its more conservative use of leverage. Investing in middle-market companies isn't without risk.

Initial Public Offering 246

Initial Public Offering Leveraging Banks Debt 246

The Motley Fool

MAY 15, 2024

Growth + profits = a great business SoFi is an all-digital financial services app that offers lending, banking, and other services. The financial services segment is the fastest-growing right now, and it's expected to increase 75% year over year in 2024. Or should you avoid it?

Banks 244

Banks Financial Services Leveraging Accounting 244

The Motley Fool

JANUARY 21, 2025

Charles Schwab (NYSE:SCHW) , a leading provider of financial services, released its fourth-quarter report on Tuesday. Total revenue rose 20% to $5.329 billion compared to the expected $5.195 billion, reflecting strong client engagement and financial management. offering a wide range of financial products and services.

Assets 130

Assets Asset Management Leveraging Prospects 130

The Motley Fool

AUGUST 10, 2024

SoFi Technologies (NASDAQ: SOFI) is well known for taking on the financial services industry with a user-friendly focus. Disrupting financial services What SoFi has accomplished in the 13 years since its founding is commendable. And it's doing a wonderful job at winning over customers. It's down 33% in 2024 (as of Aug.

Financial Institutions 246

Financial Institutions Banks Financial Services Leveraging 246

The Motley Fool

NOVEMBER 14, 2024

Posting stellar growth The financial services industry, which is one of the oldest around, isn't known for being particularly friendly to its customer base. By understanding this situation, while also leveraging the advent of smartphones and the internet, SoFi has thus far built an extremely successful digital banking enterprise.

Financial Institutions 237

Financial Institutions Financial Services Banks Leveraging 237

The Motley Fool

MAY 13, 2024

SOFI Revenue (Quarterly) data by YCharts The two segments that are helping power that growth are technology and financial services, where the company forecasts 20% and 75% growth, respectively. In the first quarter, SoFi's financial services segment raked in $150 million, or 86% more revenue than it did in the same period last year.

Banks 236

Banks Financial Services Leveraging Accounting 236

The Motley Fool

MARCH 6, 2024

Digital financial services are fast-growing and highly profitable Meanwhile, the most underrated part of Sea could be its digital financial services arm, which grew 24.3% This segment is also showing really high operating leverage, with Q4 adjusted EBITDA of $148.5 on 27% loan growth last quarter.

Leveraging 246

Leveraging Financial Services Amortization Depreciation 246

The Motley Fool

MAY 12, 2024

Meanwhile, its personal accounts that used to offer peer-to-peer payments now offer a full suite of financial services. One of them was the use of artificial intelligence and machine learning to leverage PayPal's huge data trove and create more value for clients and expand its opportunities. So far, it's going well.

Leveraging 246

Leveraging Assets Accounting Financial Services 246

The Motley Fool

MAY 4, 2024

It offers a full suite of financial services on its app, including bank accounts, investing tools, loans, and more. It's banking for modern times, and its easy-to-use services and low fees are attracting hundreds of thousands of new accounts quarterly. SoFi's platform is resonating with its core customers and many others.

Banks 246

Banks Financial Services Accounting Leveraging 246

The Motley Fool

OCTOBER 28, 2024

Since its founding in 2011, SoFi Technologies (NASDAQ: SOFI) has rapidly burst onto the scene to become a budding financial services provider. The tech-enabled banking platform continues to grow at a healthy pace, and it's turning the corner financially. But shares remain well off their record high.

Banks 246

Banks Prospects Financial Services Leveraging 246

The Motley Fool

JULY 28, 2024

billion from $395 million a year ago, as the company continues to leverage this high-fixed-cost business. The company noted that the growth was broad-based, led by retail customers and financial service clients. Its cloud computing segment continues to shine; it's both growing rapidly and showing great operating leverage.

Investors 246

Investors Leveraging Depreciation Prospects 246

The Motley Fool

DECEMBER 15, 2024

Starting in Brazil, the bank and financial services platform has disrupted the stodgy legacy institutions and is now closing in on 100 million active customers. The company built a smartphone app that would simplify banking, spending, and financial services in a market that didn't treat customers well.

Banks 245

Banks Financial Services Leveraging Financing 245

The Motley Fool

AUGUST 7, 2023

SoFi CEO Anthony Noto pointed out the company is benefiting from a combination of strong cross-buying activity and improving operating leverage thanks to its "broad product suite and unique Financial Services Productivity Loop (FSPL) strategy."

Amortization 246

Amortization Depreciation Banks Earnings Before Interest 246

The Motley Fool

AUGUST 31, 2024

When combined with an asset-light business model and a bit of leverage, the company is able to post consistent returns on equity that most companies can only dream of. Nu's services, meanwhile, were available to anyone with a smartphone. This consolidation gives Visa immense pricing power.

Banks 246

Banks Leveraging Debt Financial Services 246

The Motley Fool

MARCH 18, 2024

They can also combine marketing efforts, leverage each other's strengths (like Capital One's local branches) to their advantage, and more. The Motley Fool recommends Discover Financial Services and recommends the following options: long January 2025 $370 calls on Mastercard and short January 2025 $380 calls on Mastercard.

Capital 245

Capital Banks Financial Services Leveraging 245

The Motley Fool

APRIL 8, 2024

The latest advances in this quickly evolving field have created something of an AI gold rush as businesses scramble to determine how best to leverage this nascent technology. Palantir offers three broad-based data analytics software services. As part of the agreement, Palantir will move Foundry workloads to Oracle Cloud.

Hedge Funds 246

Hedge Funds Leveraging Prospects Financial Services 246

The Motley Fool

NOVEMBER 24, 2024

In particular, the excitement relates to how companies are offering holistic solutions to customers for all their financial services needs. Large expense items, like product development and sales and marketing, should constitute a lower percentage of total revenue over time, showcasing operating leverage.

Initial Public Offering 246

Initial Public Offering Asset Management Assets Leveraging 246

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. It just means it will be superior to drive our differentiated value proposition and leverage our competitive advantage.

Banks 246

Banks Financial Services Leveraging Prospects 246

The Motley Fool

OCTOBER 19, 2024

It could be its leverage to rising oil prices. The fintech company operates exclusively in those markets, delivering a suite of financial services -- everything from credit and debit cards to crypto trading and personal insurance -- digitally. What does Buffett like most about Occidental? What does Nu do?

Leveraging 245

Leveraging Stakes Financing Finance 245

The Motley Fool

APRIL 28, 2024

Moreover, while Hercules specializes in basic debt instruments such as term loans or revolvers (think a corporate line of credit), Ares offers more sophisticated products -- including leveraged buyouts (LBOs). Energy Transfer Outside of financial services, investors can find lucrative sources of dividend income from the energy sector.

Leveraged Buyouts 244

Leveraged Buyouts Due Diligence Buyout Venture Capital 244

The Motley Fool

JANUARY 8, 2024

PayPal (NASDAQ: PYPL) , which is one of the longest-tenured giants in online financial services, has been anything but immune to the rising competition among fintech businesses. This 2015 spin-off from eBay currently trades 80% below all-time highs set in mid-2021.

Financial Services 246

Financial Services Leveraging Accounting Returns 246

The Motley Fool

JULY 5, 2024

The financial services sector is one of the largest and oldest industries out there. It appears as though the company is finally starting to leverage its fixed costs, whether that's sales and marketing or other corporate overhead. But in the past decade or so, there has been tremendous innovation.

Banks 246

Banks Investing Leveraging Prospects 246

The Motley Fool

APRIL 6, 2024

It's a burgeoning sector worth over $95 billion today that aims to re-create traditional financial services -- such as lending, borrowing, trading, and investing -- in a decentralized manner.

Leveraging 246

Leveraging Financing Finance Financial Services 246

Private Equity Wire

MARCH 11, 2025

Corsair Capital, a specialist investment firm focused on payments, software, and business services within financial services, has acquired a majority stake in IDnow, a leading provider of identity verification solutions in Europe.

Capital 45

Capital Stakes Leveraging Financial Services 45

The Motley Fool

NOVEMBER 10, 2024

This is how we've been able to deliver growing dividends for 29 years, making us one of the very few Dividend Aristocrats® (the term Dividend Aristocrats® is a registered trademark of Standard & Poor's Financial Services LLC)." Enbridge is on track to deliver its 19th straight year of achieving its annual financial guidance.

Leveraging 246

Leveraging Prospects Financial Services Shareholders 246

The Motley Fool

NOVEMBER 3, 2024

billion in the second quarter and $266 million a year ago, as the company continues to leverage the high-fixed-cost nature of this business. The company cited strength with financial services providers, especially insurance companies, as well as with retailers. The cloud segment's operating income surged to $1.95

Stock Exchanges 246

Stock Exchanges Leveraging Debt Financial Services 246

The Motley Fool

NOVEMBER 12, 2024

Next, turning to digital financial services. We are well-positioned to grow our credit business and offer more financial services to address the huge underserved demand in our markets. This was primarily driven by GMV growth of our e-commerce business and the growth of our digital financial services business.

Financial Services 130

Financial Services Leveraging Financing Finance 130

The Motley Fool

NOVEMBER 30, 2024

Smartphones and the internet have changed financial services, allowing a business like Nu to offer bank accounts and credit cards, among other things, digitally to consumers. A certain level of trust can be built with Nu when its customers can count on it as a reliable financial partner for their everyday needs. Nu posted $2.9

Banks 188

Banks Financial Services Leveraging Accounting 188

The Motley Fool

DECEMBER 9, 2023

Additionally, the company's fintech segment, Mercado Pago, offers a number of different financial services as well as hardware devices including point-of-sale (POS) systems. However, a large and growing percentage of consumers there are adopting these services. Image source: Getty Images. Why should you invest in MercadoLibre?

Initial Public Offering 246

Initial Public Offering Leveraging Financial Services Capital 246

The Motley Fool

SEPTEMBER 19, 2023

CBRE CFO Emma Giamartino discussed this last week during Barclays ' Global Financial Services Conference. Those that are highly leveraged, or those in higher-risk properties, like office , could struggle as interest rates stay elevated for longer. That's precisely what is happening today.

Leveraging 246

Leveraging Financial Services Assets Capital 246

The Motley Fool

OCTOBER 23, 2024

Penny stocks, leveraged investments, and early 401(k) withdrawals formed the unholy trifecta, back when I barely knew a bank teller from a brokerage account. Leveraged investments for 25% of my portfolio During the early-2020 stock market boom, I leveraged over a quarter of my investment portfolio.

Due Diligence 130

Due Diligence Leveraging Investing Financial Services 130

Private Equity Insights

SEPTEMBER 14, 2023

“We built this firm to meet the increasingly complex needs of elite wealth advisors and their clients and have a history of attracting top talent across the financial services spectrum. “This relationship marks an important milestone in the growth story of Ashton Thomas,” stated Ashton Thomas founder and CEO, Aaron Brodt.

Capital 173

Capital Consultants Consulting Education 173