Private Equity Professional

OCTOBER 22, 2024

Through these five companies, GES provides a range of services including experiential marketing, event management, logistical planning, accommodation and meeting arrangements, as well as registration and attendee engagement services.

Conglomerates 130

Conglomerates Education Private Companies Capital 130

Private Equity Wire

AUGUST 27, 2024

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

Private Equity Wire

NOVEMBER 20, 2023

Outside of ESG, the SEC’s cybersecurity rules, adopted in July 2023, require both public and private companies to comply with numerous incident reporting and governance disclosure requirements. Private equity managers are starting to realize the importance of conducting cybersecurity due diligence for portfolio companies.

Due Diligence 102

Due Diligence Private Equity Firms Private Equity Firms Private Equity Managers 102

The Motley Fool

DECEMBER 30, 2023

That was the genesis of finding company to run. It was one of the few private companies we were invested in, and that company was a service provider to the old Clear. Then on financial services, that's a very established identity vertical. We were really lucky. We were invested in a biometric roll up.

Hedge Funds 130

Hedge Funds Debt Financial Services Shareholders 130

Axial

JULY 27, 2023

.” Industries : Consumer Goods, Energy & Utilities, Technology, Industrials, Business Services, Manufacturing, Distribution, Health Care, Telecommunications, Consumer Services, Financial Services, Retail Visit FOCUS IB’s Profile “ASA Ventures Group (AVG) provides M & A representation to middle-market private companies.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

The Motley Fool

SEPTEMBER 6, 2023

Your loan servicer is not likely to be who it was before, and student loan refinancing is not as good of an option as it was before the payment pause. You used to be able to get a student loan refinancing through some of these private companies like SoFi or Discover with a 3% interest rate. That's not the case anymore.

Debt 130

Debt Education Banks Accounting 130

Axial

MAY 4, 2023

” Industries: Consumer Goods, Manufacturing, Materials, Financial Services, Distribution, Industrials, Real Estate , Business Services, Consumer Services Visit Ardent’s Profile “Plethora Businesses is a leading M&A Advisor for the lower middle market.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Motley Fool

OCTOBER 30, 2024

One of the largest private companies in the U.S., a Midwest grocery chain with over $20 billion in revenue is using Confluent's fully managed Flink offering to accelerate the growth of its e-commerce business, a critical driver of the company's revenue. You guys called out strength in financial services.

Financial Services 130

Financial Services Banks Accounting Companies 130

Advent International

APRIL 1, 2024

Key highlights: Nuvei, a global leader in payments, and Advent, a significant player in fintech private equity investing, join forces via all-cash transaction Shareholders will receive US$34.00 per share in cash, which represents a premium of approximately 56% over Nuvei’s unaffected closing share price of US$21.76

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Shareholders Legal Bidding 52

Axial

JANUARY 30, 2024

VERCOR Investment Banking Serves Business Owners Who Are Interested In: Selling all or part of their business Private equity recapitalization Management Buyouts.” Visit SDR Ventures’ Profile “Auctus Capital Partners is a leading financial services and investment banking firm focused exclusively on creating value for the lower middle market.

Investment Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

The Motley Fool

MARCH 26, 2024

These forward-looking statements are based on management's current views and expectations, entails certain assumptions made as of today's date, and are subject to various risks and uncertainties described in our SEC filings and other publicly available documents, the financial services industry, and global economic conditions.

Financial Institutions 130

Financial Institutions Banks Professional Services Leveraging 130

Axial

NOVEMBER 9, 2023

Bluff Point actively invests in information services companies supporting the banking, trust, securities, retirement and wealth management sectors of the financial services industry, as well as the healthcare information services sector. Lead Lap was founded by operating executive David F.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Mergers and Acquisitions Investment Horizon 52

The Motley Fool

JANUARY 23, 2024

Mike Murray -- Executive Vice President, Chief Operating Officer Financial services earned $66 million of pre-tax income in the first quarter on $193 million of revenues, resulting in a pre-tax profit margin of 34.3%. We expect our home sales gross margin in the second quarter to be approximately 22.6%

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Resale Leveraging Taxes 130

The Motley Fool

JUNE 28, 2024

of the people who are spending $500 on sneakers that look used are not really worried about whether this is a public or a private company. American Express is an advertising partner of The Ascent, a Motley Fool company. Bank of America is an advertising partner of The Ascent, a Motley Fool company.

Consultants 100

Consultants Consulting Banks Companies 100

The Motley Fool

OCTOBER 31, 2023

Our product lines are increasingly interconnected, which means our work in private assets reinforces our work in climate and vice versa. For example, together with Burgiss, we previously developed a tool that offers climate data on around 50,000 private companies and more than 6,000 private equity and private debt funds.

Assets 100

Assets Hedge Funds Capital Leveraging 100

Pension Pulse

JULY 2, 2024

Moving into 2023, he set a goal of reducing the pension’s PE allocation to 18 percent within three years, primarily by selling companies and exiting fund stakes via the secondaries market. These professionals had been trained to spot top private companies and PE funds, rather than to sell their investments.

Pension Funds 59

Pension Funds Buyout Stakes Assets 59

The Big Picture

JULY 11, 2023

JOHNSON: So I spent a year, my father said to me, “Look, if you’re going to be in the financial services business you should probably work in New York.” Otherwise, the West Coast, if you were in the financial services business, it was rough life. RITHOLTZ: It was just Franklin. RITHOLTZ: Right.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Assets 88

The Big Picture

OCTOBER 31, 2023

Just really a fascinating history from, from a private company to a public company back to a, a partnership. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting. In terms of being that specific.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Big Picture

MARCH 5, 2024

So I saw many companies then taxed and financial services. So for me it was much more around, you know, being around fantastic people and really taking advantage of opportunities. It’s like you said, I started at Pricewaterhouse and I went through a one year rotation there, so it started with audit.

Capital 59

Capital Hedge Funds Banks Assets 59

The Motley Fool

AUGUST 20, 2023

In addition to this organic innovation engine we've built, we look at about 250 private companies every year to identify the absolute best teams, the absolute best technology that could become part of Palo Alto Networks in order to further drive our innovation engine. We've already seen this have a significant effect on our cash flow.

Leveraging 130

Leveraging Banks Taxes Capital 130

The Big Picture

JUNE 13, 2023

You know, that’s one thing in Europe where London was, I actually think, still remains the one place where you want to get exposure when you join financial services. Because London remains a critical business center for financial services. CHABRAN: Yes, no that’s right Barry. How do you look at those?

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

MAY 22, 2024

We also help a global financial service customer from their counterparty credit risk process. Mike Scarpelli -- Chief Financial Officer It was very much broad-based, and it's across all industries. And some of these are very large companies, a lot of -- there's private companies in there, too, and it's across the board.

Capital 130

Capital Companies Leveraging Investors 130

The Motley Fool

NOVEMBER 28, 2023

Identity Threat Protection wins in the quarter included an eight-figure total deal value win in the federal government, where a Falcon Identity landed as the identity security solution of choice; and multiple seven-figure wins across diverse verticals, including financial services, consumer packaged goods, and manufacturing, to name a few.

Leveraging 130

Leveraging Capital Banks Companies 130

The Big Picture

FEBRUARY 28, 2023

So if you’re an institution investing $100 billion today, or $50 billion, or $10 billion, private markets is already a big part of your portfolio. But for individuals, historically, there have not been great options to invest into private companies. It’s been one of the best performing asset classes for decades.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

FEBRUARY 2, 2025

Second, SoFi offers additional products and services and is able to do things differently, thanks to its robust technology platform. The financial services segment is having an increasingly positive impact on the organization, and sales increased 84% over last year in Q4.

Investors 130

Investors Financial Services Banks Private Companies 130

The Motley Fool

JANUARY 22, 2025

Matt Frankel: We've talked about private equity a lot, it's important to point out as a totally different thing. Private equity is when you're buying shares in private companies, essentially. Discover Financial Services is an advertising partner of Motley Fool Money. Why are banks so excited about it?

Banks 130

Banks Investment Banks Investment Banking Taxes 130

The Big Picture

JANUARY 27, 2025

It is a financial services hub. It’s certainly not New York City, but it’s, it’s definitely the top two or three in terms of large financial services. And there’s a lot of aspects of financial services, and this is somewhat timely. And, and, and we’ve the talent’s there.

Hedge Funds 59

Hedge Funds Assets Liabilities Leveraging 59

The Motley Fool

JUNE 22, 2023

Do you feel like this reception maybe opens the door for some of those other big-name private companies out there? But you said, it's a provider of, "mission-critical risk management and regulatory software to the financial services industry." Matt Argersinger: I think that could be right, Dylan.

Mergers and Acquisitions 130

Mergers and Acquisitions Legal New York Stock Exchange Capital 130

The Motley Fool

FEBRUARY 12, 2025

That will allow us to tokenize private companies, as well as public securities. Jason Warnick -- Chief Financial Officer A couple of things that I would just add in. So, we still need a comprehensive set of rules and regulations for listing crypto acid securities. And I think not a lot are trying. We're having some success.

Assets 130

Assets Stakes Shareholders Investors 130

Pension Pulse

FEBRUARY 11, 2025

Basically, they bought out private companies that operate airports, brought them in-house and called it their airport platform. Anyway, last week I covered the latest airport moves at OTPP and PSP. Our large pension funds have a diversified portfolio of airports which they own and operate through specialized airport platforms.

Pension Funds 59

Pension Funds Hedge Funds Stakes Assets 59