Private Equity Professional

DECEMBER 2, 2024

Aquilo Partners , a life sciences-focused investment bank with offices in San Francisco, Boston, and New York City, served as the financial advisor to DURECT Corporation. Senior debt financing for the transaction was provided by Byline Bank , with mezzanine debt from Brookside Capital Partners.

Debt 130

Debt Banks Investment Banks Investment Banking 130

FinSMEs

AUGUST 1, 2024

Protembis, an Aachen, Germany-based medical-technology company, received €20m in venture-debt financing. The European Investment Bank (EIB) provided the financing.

Finance 107

Finance Financing Investment Banks Investment Banking 107

Private Equity Professional

JANUARY 8, 2025

The State of the Game The private credit arms race has taken the industry landscape by storm, with Ken Moelis citing the shift as the greatest change in the history of transactional finance. [1] 3] Consolidation Drivers What is driving the push towards consolidation and bank / private credit partnerships occurring in the market?

Mergers and Acquisitions 100

Mergers and Acquisitions Finance Financing Banks 100

Private Equity Insights

JANUARY 31, 2025

The Big Ten Conference is exploring private equity investment opportunities, signaling a shift in its approach to college sports financing. Investment bank Evercore, retained by the conference, has received initial offers from private equity firms, though details remain undisclosed.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Investing Investment Banks 130

Private Equity Wire

NOVEMBER 4, 2024

He began his career in investment banking at Citi/Salomon Smith Barney in New York and Singapore focusing on mergers and acquisitions and financings.

Mergers and Acquisitions 96

Mergers and Acquisitions Asset Management Finance Financing 96

Private Equity Insights

FEBRUARY 2, 2024

Blackstone-owned Indian home loans provider Aadhar Housing Finance is targeting a $600 million-650 million initial public offering (IPO) at a valuation of up to $3 billion, two people with direct knowledge said on Tuesday. “Blackstone wants to capitalise on these market conditions and sell a part of its stake.

Finance 130

Finance Financing Initial Public Offering Private Equity Firms 130

Private Equity Professional

NOVEMBER 14, 2024

“This important transaction would not have been possible without our long-time financing partner, Siguler Guff & Company, whose continued support of our growing portfolio is greatly valued,” said David Castle , managing partner at Branford Castle. Testek was advised on the sell-side by Kroll investment banking.

Enterprise Values 130

Enterprise Values Investment Banks Investment Banking Debt 130

The Motley Fool

NOVEMBER 2, 2024

From software company to investment bank? The plan, quite simply, is to transform MicroStrategy from an enterprise software company into an investment bank. As Saylor notes: "The endgame is to be the leading Bitcoin bank, or merchant bank, or you could call it a Bitcoin finance company."

Investment Banks 246

Investment Banks Investment Banking Banks Assets 246

The Motley Fool

DECEMBER 15, 2023

BDCs typically compete with banks and even venture capital or private equity funds depending on the deal structure. Leading BDCs such as Hercules Technology Growth Capital or Horizon Technology Finance tend to partner with the best start-ups in growth industries such as energy, life sciences, and technology. Data source: YCharts.

Mergers and Acquisitions 246

Mergers and Acquisitions Exchange-Traded Funds Banks Financial Institutions 246

Financial Times M&A

JULY 29, 2022

Wall Street lenders stomach losses on private equity deal financing offered before market swoon

Investment Banking 108

Investment Banking Investment Banks Buyout Banks 108

Private Equity Wire

NOVEMBER 27, 2024

Cornerstone investors for LeapFrog’s latest fund include top-tier institutional limited partners such as Temasek, AIA, Prudential Financial, and development financial institutions, including the European Investment Bank and the US International Development Finance Corporation.

Funds 98

Funds Education Financial Institutions Asset Management 98

The Motley Fool

SEPTEMBER 13, 2023

SoFi's vision for the future SoFi began as a student loan cooperative (hence its original name, "Social Finance"), and in 2012, it became the first company to offer refinancing on government and private student loans. However, investment banking is a new step for SoFi. SoFi works with a different clientele.

Initial Public Offering 246

Initial Public Offering Investment Banks Investment Banking Banks 246

The Motley Fool

MARCH 26, 2025

3 in the investment banking industry in fees, which increased 31%. For one thing, the dividend yields 3.2%, or more than many similar banks. Ally is also an all-digital bank, and it's the largest one in the U.S. In wealth management, it added 24,000 new relationships, and client balances increased 12% to $4.3

Banks 242

Banks Finance Financing Accounting 242

Private Equity Wire

NOVEMBER 15, 2024

The report cites unnamed sources familiar with the matter as revealing that the private equity firms have started consulting with investment banks in preparation for a potential sale process, expected to begin in early 2025.

Private Equity Firms 84

Private Equity Firms Private Equity Firms Leveraged Buyouts Stock Exchanges 84

The Motley Fool

FEBRUARY 28, 2024

On the other side of the fence, it seems at least one influential finance-sector company wants to enter the spot Bitcoin ETF game. Crypto news and analysis site Coindesk.com reported on Wednesday that traditional white-shoe investment bank Morgan Stanley was conducting due diligence on offering its own.

Due Diligence 246

Due Diligence Exchange-Traded Funds Finance Financing 246

The Motley Fool

JANUARY 5, 2024

For this reason, once the start-up reaches a maturity point generating consistent cash flow, it may seek out alternative financing options like debt. If you invest one-third of the proposed $100,000 investment, Hercules should provide more than $3,800 in annual dividend income at its current yield of 11.5%.

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

The Motley Fool

JULY 14, 2023

The company's share price fell by more than 7% on the back of some dispiriting news about financing. The EV company said this was due to its terminating of a distribution agreement of those shares with a pair of investment banks, JPMorgan Chase unit J.P. That decline was far steeper than the 0.1% Morgan Securities and Cowen.

Investment Banks 246

Investment Banks Investment Banking Finance Financing 246

Private Equity Wire

JULY 16, 2024

PARTNER CONTENT F und finance is witnessing exponential grow th, b ut this comes with escalating operational requirements for sponsors and lenders as they scale these facilities. Keeping pace with growth The use of fund finance has grown exponentially in recent years, as demand for both subscription lines and NAV lending has ballooned.

Finance 98

Finance Financing Collateral Funds 98

Private Equity Insights

OCTOBER 23, 2023

Oak Hill Advisors (“OHA”) served as a Lead Arranger for the unitranche financing to fund Bain Capital Private Equity’s (“Bain Capital”) acquisition of Harrington Industrial Plastics (“Harrington”) from Nautic Partners.

Finance 130

Finance Financing High Net Worth Individuals Collateral 130

Financial Times: Moral Money

JULY 16, 2024

Development finance chief says Middle Eastern and Chinese groups are filling the gap

Investment Banking 61

Investment Banking Investment Banks Finance Financing 61

The Motley Fool

MARCH 26, 2025

Jefferies Financial Group (NYSE:JEF) , a prominent player in the investment banking industry and the capital markets, announced its fiscal 2025 first-quarter results on March 26. Overall, the quarter was challenging for Jefferies, but a rise in investment banking revenues provided some reason for optimism amidst market difficulties.

Investment Banks 130

Investment Banks Investment Banking Banks Asset Management 130

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 Banking 59

Investment Banking Investment Banks Banks Mergers and Acquisitions 59

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

Private Equity Insights

MARCH 28, 2025

Recent investments under this strategy include a $400m capital injection into football helmet maker Riddell and an equity stake in GSE Worldwide, a sports talent and marketing agency. BC Partners has also entered a strategic financing alliance with investment bank Piper Sandler to support banks and specialty finance companies.

Funds 147

Funds Buyout Finance Financing 147

Private Equity Wire

FEBRUARY 2, 2024

Global law firm White & Case is expanding its global debt finance practice and has appointed Lauren Winter, who has joined from Shearman & Sterling where she was Counsel, as a Partner in London. White & Case has dedicated bank lending, private credit & direct lending and borrower finance teams.

Debt 75

Debt Finance Financing Leveraged Buyouts 75

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 Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Private Equity Wire

JANUARY 31, 2025

Global law firm Hogan Lovells is adding a Corporate & Finance team based in Milan consisting of five Partners who will will be focus on M&A, private equity, capital markets, leveraged finance, and private credit in Italy and EMEA. Caruso has over 15 years experience in debt finance, and general corporate and commercial law.

Finance 66

Finance Financing Law Firms Leveraging 66

Private Equity Professional

APRIL 17, 2025

Brown Gibbons Lang & Company has added Michael Doyle to its team as a managing director in its consumer investment banking group. He has been active on sell-side and buy-side transactions, as well as IPOs, follow-on offerings, and growth equity financings. Mr. Doyle has his undergraduate degree from Georgetown University.

Mergers and Acquisitions 100

Mergers and Acquisitions Investment Banks Investment Banking Banks 100

Private Equity Wire

APRIL 2, 2025

Dechert has appointed Brian Whaley as a partner in its global finance group, enhancing the firms offerings in private credit finance, securitisation and structured and derivative products. He will be based in the firms New York office.

Law Firms 45

Law Firms Finance Financing Investment Banks 45

FinSMEs

APRIL 4, 2024

The financing, which comprises £15.7m of loan notes into equity came from Thairm Bio and Kineticos Life Sciences, as well as the Scottish National Investment Bank. Existing investors including Scottish Enterprise and many of the […] The post EnteroBiotix Closes £27M Financing Round appeared first on FinSMEs.

Finance 62

Finance Financing Investment Banks Investment Banking 62

Axial

OCTOBER 26, 2023

Axial is excited to release its Q3 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q3. In Q3, 571 sell-side investment banks and M&A advisors brought a total of 2,360 deals to market.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Private Equity Insights

FEBRUARY 23, 2024

was poised to become the largest such financing ever provided by private credit firms when first contemplated last year. The about-turn in the closely watched financing is the result of a tie-up between private equity firms KKR & Co. By the time JPMorgan and Goldman signed financing documents around 3 a.m.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Debt 130

Private Equity Wire

JULY 10, 2024

Blackstone has appointed Tyler Dickson, formerly Global Head of Investment Banking and Vice Chair of Banking & International at Citi, in a newly-created role leading client relations at Blackstone Credit & Insurance (BXCI).

Mergers and Acquisitions 98

Mergers and Acquisitions Investment Banks Investment Banking Banks 98

Private Equity Insights

JUNE 13, 2023

Indian impact investor Lok Capital has secured USD 25m from Asian Infrastructure Investment Bank (AIIB) for its fourth private equity fund. Indian impact investor Lok Capital has secured USD 25m from Asian Infrastructure Investment Bank (AIIB) for its fourth private equity fund. The target is USD 200m.

Capital 130

Capital Private Equity Firms Private Equity Firms Funds 130

The Motley Fool

JANUARY 22, 2024

It's also investing heavily in capital projects (over $500 million through the third quarter). Plugging into a fresh source of capital Plug Power recently revealed that it entered into an agreement with investment bank B. Riley Financial for an at-the-market (ATM) offering of up to $1 billion in equity.

Finance 130

Finance Financing Debt Capital 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 Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

The Motley Fool

FEBRUARY 19, 2024

A family office may offer financial planning, investment management, tax expertise, and charitable giving opportunities. These offices can be set up for a specific family and handle their finances exclusively, or cater to multiple high-net-worth families.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239