The Motley Fool

FEBRUARY 22, 2024

billion acquisition could bring big changes to credit card customers. The Federal Trade Commission (FTC) sometimes blocks mergers from going through, because it believes that the big companies getting bigger would be bad for free market competition, or bad for consumers. 19, 2024 when it announced that it is buying Discover®.

Capital 246

Capital Mergers and Acquisitions Banks Financial Services 246

The Motley Fool

SEPTEMBER 6, 2023

Several positive developments, such as the steady progress of the SAFE Banking Act -- which could open up financial services to cannabis companies -- in the U.S. Tilray Brands: A potential hidden gem Tilray Brands (NASDAQ: TLRY) is the result of the 2021 merger between Tilray and Aphria, two of the largest Canadian cannabis producers.

Mergers and Acquisitions 246

Mergers and Acquisitions Legal Stakes Financial Services 246

The Motley Fool

MARCH 15, 2024

Could a big merger take this financial stock to the next level One of the more recent financial stocks added to Berkshire's portfolio, Capital One (NYSE: COF) could be an interesting opportunity for long-term investors, especially with its pending acquisition of Discover (NYSE: DFS).

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Mergers and Acquisitions Banks Conglomerates Financial Services 241

AltAssets

JULY 27, 2023

Banc of California and PacWest Bancorp have announced a pivotal merger and a $400m equity investment from Warburg Pincus and Centerbridge. The post Warburg Pincus and Centerbridge Back Transformational Banc of California and PacWest Merger with $400m Equity Raise first appeared on AltAssets Private Equity News.

Banks 98

Banks Mergers and Acquisitions Financial Services Investing 98

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. The investor reaction to the proposed merger. Discover Financial Services is an advertising partner of The Ascent, a Motley Fool company.

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Financial Services Capital Mergers and Acquisitions Banks 130

The Motley Fool

DECEMBER 15, 2023

However, most investment banks typically seek out high-profile companies and offer them a variety of solutions pertaining to mergers and acquisitions , raising capital through the equity markets, or borrowing money via the debt markets. It's a metric commonly used in analyzing banks and other financial services businesses.

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Mergers and Acquisitions Exchange-Traded Funds Banks Financial Institutions 246

The Motley Fool

APRIL 10, 2025

One big catalyst While it has certainly been overshadowed by the recent market noise, Capital One is getting very close to completing its all-stock acquisition of Discover (NYSE: DFS). The proposed acquisition just cleared its arguably biggest hurdle when it received a stamp of approval from the U.S. Department of Justice.

Banks 130

Banks Mergers and Acquisitions Initial Public Offering Financial Institutions 130

The Motley Fool

MARCH 14, 2025

It is a merger Monday in the truest sense. Financial Services Company, Rocket Companies owner of Rocket Mortgage, will be buying Redfin for what was initially announced as an all stock $1.75 Tim Beyers: Fully caffeinated, ready to go, Dylan. Dylan Lewis: I'm glad. We have so much to talk about. Tim, I feel like I'm on CNBC.

Shareholders 237

Shareholders Mergers and Acquisitions Finance Financing 237

Private Equity Insights

JUNE 8, 2024

The key sectors like real estate, e-commerce, healthcare, and financial services saw a surge in investments, according to the report by Grant Thornton Bharat Dealtracker. The mergers and acquisitions (M&A) landscape saw 38 deals at $1.1 billion, a report showed on Thursday.

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Mergers and Acquisitions Buyout Investing Stakes 147

The Motley Fool

DECEMBER 22, 2023

SoFi stock: Down 61% from its high Jennifer Saibil : I was wary of the hype surrounding SoFi Technologies (NASDAQ: SOFI) when it went public through a merger with a special purpose acquisition company ( SPAC ) in June of 2021. It now offers a full suite of services like bank accounts and credit cards.

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Mergers and Acquisitions Amortization Depreciation Earnings Before Interest 246

The Motley Fool

FEBRUARY 13, 2025

Grab is an app that offers products spanning delivery, mobility, and even financial services solutions primarily throughout Southeast Asia. Right around the time Ackman disclosed his position in Uber, Grab was rumored to be considering a merger with rival platform GoTo.

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Mergers and Acquisitions Stakes Hedge Funds Assets 217

The Motley Fool

DECEMBER 4, 2024

The new administration could bring lower regulations and encourage more dealmaking, mergers, and acquisitions -- and that could lead to a sustained boom for the investment banking industry. In sum, the financial sector was dirt cheap but has since caught up and become more reasonably valued -- but not necessarily overvalued.

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Mergers and Acquisitions Banks Mutual Funds Investment Banking 245

The Motley Fool

DECEMBER 6, 2023

Riley Financial provides financial services including investment banking, wealth and asset management, business advisory, and asset disposal. According to financial analytics firm Refinitiv, dealmaking like initial public offerings (IPOs) and mergers and acquisitions (M&As) was at an all-time high that year.

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Collateral Investors Mergers and Acquisitions Initial Public Offering 246

The Motley Fool

MAY 5, 2024

Take corporate fundraising and M&A ( mergers and acquisitions ) as an example. It's not just a brewing rebound in mergers and acquisitions or initial public offerings making BofA a compelling prospect, though. Discover Financial Services is an advertising partner of The Ascent, a Motley Fool company.

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Mergers and Acquisitions Initial Public Offering Banks Investment Banking 130

The Motley Fool

MARCH 28, 2024

The bank made big news in February when it agreed to acquire Discover Financial Services , creating an intriguing opportunity for investors. Here's what you need to know about the acquisition and Capital One's business before buying it today. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*.

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Capital Mergers and Acquisitions Banks Financial Services 130

The Motley Fool

FEBRUARY 20, 2024

Capital One Financial (NYSE: COF) shocked the financial industry by announcing that it has agreed to acquire fellow credit card-focused bank Discover Financial Services (NYSE: DFS) in an all-stock transaction. Here's a rundown of what investors should know about the acquisition and what it could mean over the long run.

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Mergers and Acquisitions Capital Investors Financial Services 130

The Motley Fool

JULY 1, 2024

Here's why I think the Discover merger could eventually put Capital One in the same realm as Visa (NYSE: V) and Mastercard (NYSE: MA). To be clear, I'm not saying that Capital One will leverage its Discover acquisition to the point where it becomes as large of a payment processor as Visa or Mastercard. at least not quickly.

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Capital Mergers and Acquisitions Banks Financial Services 130

Private Equity Wire

JANUARY 2, 2024

Paul, Weiss, Rifkind, Wharton & Garrison LLP (Paul Weiss) has appointed Christopher Sullivan as a partner in the firm’s Mergers & Acquisitions practice in the Corporate Department based in London. A cross-border M&A specialist, Sullivan joins from Clifford Chance where he led the UK private equity practice.

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Mergers and Acquisitions Leveraged Buyouts Buyout Stakes 98

The Motley Fool

NOVEMBER 1, 2024

SoFi Technologies (NASDAQ: SOFI) , a provider of online financial services, went public by merging with a special purpose acquisition company ( SPAC ) on June 1, 2021. Like many other SPAC-backed start-ups, SoFi lost its luster after it missed its own ambitious pre-merger forecasts. In 2022, it obtained a U.S.

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Mergers and Acquisitions Banks Financial Services Amortization 130

The Motley Fool

SEPTEMBER 11, 2024

There's also the pending acquisition of Discover Financial Services (NYSE: DFS) , which would not only dramatically increase the size of Capital One's credit card business but would give Capital One its own payment network, creating all sorts of interesting long-term possibilities. The Motley Fool has a disclosure policy.

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Mergers and Acquisitions Banks Conglomerates Financial Services 130

The Motley Fool

JANUARY 21, 2025

Additionally, maintaining regulatory compliance and strategic growth through acquisitions, such as the proposed $35 billion merger with Discover Financial Services (NYSE:DFS) , remain crucial for its ongoing success. The company's provision for credit losses also rose by $160 million to $2.6

Capital 100

Capital Mergers and Acquisitions Financial Services Banks 100

Axial

JANUARY 30, 2024

Visit FOCUS Investment Banking’s Profile “The Peakstone Group is an investment bank that specializes in mergers and acquisitions advisory and capital raising for middle market clients. Our partners have unparalleled experience, with involvement in over 200 sales and mergers since 1979.

Investment Banks 105

Investment Banks Investment Banking Banks Mergers and Acquisitions 105

Private Equity Wire

AUGUST 27, 2024

Rose specialises in mergers and acquisitions, financing transactions, private equity and general corporate matters, according to a press statement. He represents clients across the healthcare, consumer products, environmental services, business services, real estate, energy, manufacturing, financial services and technology industries.

Mergers and Acquisitions 75

Mergers and Acquisitions Leveraged Buyouts Law Firms Buyout 75

The Motley Fool

JUNE 17, 2023

and overseas bank failures created a hostile investing climate for all financial-services companies. Investment banks do well when the economy grows because they are involved in several activities essential to economic growth, such as mergers and acquisitions, underwriting of securities, and asset management.

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Mergers and Acquisitions Investing Investment Banking Investment Banks 130

The Motley Fool

JANUARY 30, 2024

Furthermore, this isn't the first time PayPal has shown an interest in offering its financial service with a social element. Additionally, while this is speculation on my part, if PayPal pulls off its AI endeavors, I see the company as a potential acquisition target.

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Mergers and Acquisitions Companies Investors Buyout 130

Private Equity Wire

JULY 29, 2024

Prudent structuring of acquisitions can help maintain QSBS eligibility, particularly when evaluating majority versus minority interests in another entity. Key transaction considerations Mergers and acquisitions : Ensure that transaction steps do not invalidate stock qualification.

Taxes 98

Taxes High Net Worth Individuals Mergers and Acquisitions Startups 98

The Motley Fool

MARCH 26, 2025

It is an all-stock acquisition, so Redfin's share price can, and probably will, move quite a bit between now and when the deal closes. However, I'll have to decide before the merger closes if I want to be a Rocket shareholder. But I need to put a big asterisk on this one. All three of these stocks are up for good reasons.

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Mergers and Acquisitions Portfolios Financial Services Shareholders 130

The Motley Fool

FEBRUARY 12, 2025

Learn More A banking giant Because Bank of America has been around for such a long time, tracing its roots back to 1865, the company has developed into a enormous financial services entity that can serve a wide range of customers. Corporations can raise equity or debt financing, and even get advice on mergers and acquisitions.

Banks 130

Banks Mergers and Acquisitions Stakes Debt 130

Advent International

MARCH 4, 2024

The investment follows Svatantra’s recent acquisition of Chaitanya India Fin Credit Limited (“Chaitanya”). Upon completion of the proposed transaction and merger with Chaitanya, the combined entity will be amongst the largest non-banking microfinance companies in India. The current promoter group led by Ms. We are delighted to back Ms.

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Mergers and Acquisitions Mutual Funds Investing Banks 98

Advent International

MARCH 4, 2024

The investment follows Svatantra’s recent acquisition of Chaitanya India Fin Credit Limited (“Chaitanya”). Upon completion of the proposed transaction and merger with Chaitanya, the combined entity will be amongst the largest non-banking microfinance companies in India. The current promoter group led by Ms. We are delighted to back Ms.

Mergers and Acquisitions 98

Mergers and Acquisitions Mutual Funds Investing Banks 98

The Motley Fool

FEBRUARY 25, 2024

Capital One Financial At the other end of the spectrum, Buffett fans might want to hold off on any new positions in Capital One Financial (NYSE: COF) until the dust settles. There's a reason, however, that Capital One Financial shares didn't budge following Monday's announcement of the bid. Two reasons, actually.

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Mergers and Acquisitions Bidding Banks Financial Services 130

Private Equity Wire

DECEMBER 10, 2024

Recent moves include the acquisition of HDFC Credila, a stake in Indira IVF, and investment in AIG Hospitals. The firm is now planning to expand investments in healthcare and technology, while also targeting real estate and infrastructure.

Mergers and Acquisitions 73

Mergers and Acquisitions Buyout Investing Stakes 73

The Motley Fool

JULY 11, 2023

A little over two years ago, it made its public market debut via a merger with a special purpose acquisition company (SPAC). Furthermore, it has been pretty acquisitive over the last couple of years, leaving skeptics with a lot of room to doubt its ability to integrate these new products and services. million to $81.1

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Mergers and Acquisitions Financial Services Banks Accounting 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. 1 in mergers and acquisitions (M&A), equity and equity-related offerings, common stock offerings, and initial public offerings (IPOs).

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

Pension Pulse

DECEMBER 4, 2024

Frontenac bought it in 2020 and merged it with other firms to form Integris in 2021, then supported it through several acquisitions. OMERS Private Equity will support management in maintaining its impressive track record of profitable growth, both organically and through strategic acquisitions. domain.com.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Pension Funds 59

The Motley Fool

APRIL 20, 2024

But just days later, financial services firm Cantor Fitzgerald downgraded the stock because of SoundHound's lofty valuation at the time. SoundHound's technology success SoundHound was established in 2005, but only went public in 2022 through a special purpose acquisition company (SPAC) merger. last year to $10.25

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Mergers and Acquisitions Public Companies Debt Finance 100

The Motley Fool

NOVEMBER 3, 2024

31, just two days after the financial services giant reported blowout fourth-quarter and full-year fiscal 2024 results. Visa pulls three levers to boost its EPS -- artificially through buybacks, organically through its own innovations and growth, and inorganically through mergers and acquisitions.

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Mergers and Acquisitions Fee Structure Shareholders Financial Institutions 130