The Motley Fool

DECEMBER 6, 2023

Riley Financial (NASDAQ: RILY) , Blackstone Secured Lending Fund (NYSE: BXSL) , and Ares Capital (NASDAQ: ARCC). Riley Financial provides financial services including investment banking, wealth and asset management, business advisory, and asset disposal. The Blackstone Secured Lending Fund currently yields investors 11.2%

Collateral 246

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. Numbers from Dealogic indicate that total M&A deals were up 30% year over year during the first quarter of 2024, driving 14% growth in total investment banking fees during the same three-month stretch.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Banks Investment Banking 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 Banking Investment Banks Banks 98

The Motley Fool

OCTOBER 6, 2024

It includes varied positions in 45 different stocks ranging from traditional to exchange-traded funds (ETFs). One of Berkshire's smaller positions (less than one-tenth of 1% of the overall portfolio) is the investment bank Jefferies Financial Group (NYSE: JEF). Berkshire owns roughly 433,500 shares.

Mergers and Acquisitions 130

Mergers and Acquisitions Investors Initial Public Offering Exchange-Traded Funds 130

The Motley Fool

AUGUST 6, 2024

These might be anything from business checking to business lending, lines of credit for business customers, point of sale systems and services, and even international funds transfers for big purchases from suppliers overseas. The federal government is coming down harder on hidden fees in general.

Banks 130

Banks High Net Worth Individuals Mergers and Acquisitions Initial Public Offering 130

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 Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Private Equity Wire

OCTOBER 9, 2024

Investment banks, which faced significant losses on risky merger and acquisition (M&A) loans due to a spike in global interest rates, are now aggressively returning to the leveraged buyout (LBO) market — one of the most profitable sectors in finance, according to a report by Bloomberg.

Leveraged Buyouts 97

Leveraged Buyouts Leveraging Buyout Banks 97

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 Banks 52

Investment Banks Investment Banking Mergers and Acquisitions Banks 52

Private Equity Wire

SEPTEMBER 27, 2024

Speakig in an interview Zelter said: “This is where the industry is moving,” highlighting the increasing convergence between private capital providers and traditional banks, while emphasising that Citigroup’s role would evolve from its typical mergers and acquisitions (M&A) activity to offering a full range of financing options.

Mergers and Acquisitions 97

Mergers and Acquisitions Debt Asset Management Leveraging 97

The Motley Fool

JULY 15, 2023

BlackRock is the world's largest asset manager with some $9 trillion in assets under management (AUM) and the market leader in exchange-traded funds (ETF). Goldman Sachs is the leading investment banker in the country. In 2021, the company had record revenue in investment banking and was No. BLK data by YCharts.

Mergers and Acquisitions 130

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

The Motley Fool

OCTOBER 13, 2024

One of the best innovations in investing has been the exchange-traded fund (ETF), an investment vehicle that lets anyone easily buy shares of a fund that holds a group of related stocks, often in an index. The fund trades at a price-to-earnings (P/E) ratio of 16.6

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Mutual Funds Exchange-Traded Funds 130

The Motley Fool

OCTOBER 19, 2024

But many individual stocks have performed even better, including the well-known investment bank Goldman Sachs (NYSE: GS). Founded in 1869, Goldman has long been viewed as a best-in-breed investment bank in an incredibly competitive industry. The stock price has jumped more than 37% this year. Let's investigate.

Mergers and Acquisitions 100

Mergers and Acquisitions Investment Banking Investment Banks Banks 100

Private Equity Wire

APRIL 5, 2024

US institutional investors are offloading their private equity holdings at slashed prices, reflecting a broader trend of reducing exposure to the illiquid asset class, with pension funds and endowments leading the charge, according to a report by the Financial Times. The trend continued with 95% in 2022 and 73% in 2021.

Pension Funds 98

Pension Funds Mergers and Acquisitions Stakes Investors 98

Private Equity Wire

JUNE 21, 2024

European private equity firm Astorg has added Chris Benson as a London-based partner for its mid-cap fund and Daniel Pang as a New York-based managing director for its flagship fund within the healthcare team. Pang started his career in investment banking at Merrill Lynch, as part of the global mergers and acquisitions group.

Mergers and Acquisitions 75

Mergers and Acquisitions Private Equity Firms Private Equity Firms Investment Banking 75

Pension Pulse

JULY 25, 2024

In a separate statement, MMA said the scheme of arrangement between the company and its shareholders for Cyan's acquisition has been implemented and the delisting of MMA is expected to take effect on Friday. The acquisition was supported by a group of co-investors, including the Alberta Investment Management Corporation (AIMCo).

Mergers and Acquisitions 59

Mergers and Acquisitions Funds Leveraging Shareholders 59

Axial

JANUARY 25, 2024

Last quarter, we surveyed the Axial Investment Bank membership on the topic of exit preparation. We are grateful to all the Investment Bankers who contributed to the survey and provided useful color for this series on exit preparation. Craig Dickens Merit Investment Bank Higher interest rates.

Mergers and Acquisitions 105

Mergers and Acquisitions Investing Investment Banking Investment Banks 105

Axial

MARCH 14, 2024

The Axial Technology Top 50 Buyside Sell-Side Arthur Ventures Access Global Partners Atlasview Equity Partners Atlas Technology Group, LLC Balio Auctus Capital Partners Banyan Software Berkery Noyes Investment Bankers Basis Vectors, Inc.

Mergers and Acquisitions 96

Mergers and Acquisitions Investors Deal Flow Leveraging 96

Private Equity Wire

OCTOBER 22, 2024

Global law firm Ropes & Gray has named 12 of its existing attorneys as the firm’s latest Partners, effective 1 November, including several whose practices cater for private equity and other private credit and private fund clients. Rachel O’Brien (Washington DC) advises on the formation and management of private investment funds.

Mergers and Acquisitions 75

Mergers and Acquisitions Leveraged Buyouts Private Equity Firms Private Equity Firms 75

The Motley Fool

APRIL 23, 2024

Operationally, we delivered our highest Q1 recurring sales in analytics in a decade at $14 million, our best-ever Q1 of recurring sales among hedge funds at nearly $11 million, and another quarter of double-digit subscription run rate growth of 11% among asset owners, driven by index and analytics. Turning to our other recent acquisitions.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

Private Equity Wire

SEPTEMBER 24, 2024

For GPs, this shift necessitates integrating treasury optimization into their portfolio strategies, ensuring robust operational processes that will drive consistent returns for future fund generations. Treasury’s role in M&A integration Treasury integration is often the linchpin of a successful merger or acquisition.

Mergers and Acquisitions 95

Mergers and Acquisitions Private Equity Firms Private Equity Firms Leveraged Buyouts 95

The Motley Fool

SEPTEMBER 19, 2024

For the first time in more than four years, the Federal Reserve has lowered the target range for its benchmark federal funds rate, announcing a half-point rate cut on Wednesday. Banks and other financial companies should benefit too, as long as there isn't a severe recession.

Banks 100

Banks Mergers and Acquisitions Initial Public Offering Investment Banking 100

The Motley Fool

JUNE 23, 2023

Indeed, today's drops in Virgin Galactic Holdings (NYSE: SPCE) and Canopy Growth (NASDAQ: CGC) show how many investors in special purpose acquisition companies ( SPACs ) and marijuana stocks didn't get the huge returns they'd hoped to achieve. Securities and Exchange Commission. That works out to just $4.40

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Mergers and Acquisitions Investors Legal 100

The Motley Fool

OCTOBER 21, 2024

When the Fed was raising interest rates, this created a problem because Schwab's customers were moving savings in low interest paying accounts over to investments like bonds that paid interests, money market funds, that thing. Also active brokerage accounts continuing to climb even after the TD Ameritrade merger. That's up 4%.

Banks 130

Banks Investment Banking Investment Banks Mergers and Acquisitions 130

Axial

JUNE 13, 2023

In this episode, host Peter Lehrman sits down with Brad Smith, Co-Founder and Managing Director of specialist healthcare investment bank Vertess Advisors. We discuss the challenges entrepreneurs face in the complex industry of healthcare mergers and acquisitions.

Mergers and Acquisitions 52

Mergers and Acquisitions Investment Banking Investment Banks Banks 52

Blackstone News

JULY 9, 2024

New York – July 9, 2024 – Blackstone (NYSE: BX) announced today that Tyler Dickson, formerly Global Head of Investment Banking and Vice Chair of Banking & International at Citi, will join Blackstone Credit & Insurance (“BXCI”) in a newly created role leading client relations for the group.

Mergers and Acquisitions 52

Mergers and Acquisitions Collateral Investment Banking Investment Banks 52

The Motley Fool

APRIL 12, 2024

We're committed to getting these right, and we look to self-fund the necessary investments to do so. Our strong performance in both DCM and ECM drove Investment Banking revenue growth of 35% and overall banking revenue growth of 49%. And we remain well reserved with a reserve-to-funded loan ratio of 8.2%

Banks 130

Banks Mergers and Acquisitions Assets Investment Banks 130

The Motley Fool

JULY 30, 2024

This was a tremendous undertaking made possible through the merger that will benefit our existing customers and help potential customers more easily see the incredible value of Cap IQ Pro. I want to take a moment to discuss an important acquisition that closed in the second quarter. Back to the theme of generative AI.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

MAY 9, 2024

Just last month in April, we added more than 1,000 principal agents with our accretive acquisition of Latter & Blum, the largest agency in the Gulf South and New Orleans. We expect this acquisition to be accretive to adjusted EBITDA in 2024, but the additional opex needs to be considered.

Mergers and Acquisitions 130

Mergers and Acquisitions Banks Amortization Public Companies 130

Private Equity Wire

SEPTEMBER 5, 2023

Hawksford expands global M&A team Submitted 05/09/2023 - 1:28pm Global corporate, private client, and fund services provider Hawksford has expanded its mergers and acquisitions team with three new appointments in the firm's offices in London, Singapore and Mauritius.

Mergers and Acquisitions 40

Mergers and Acquisitions Finance Financing Investment Banking 40

The Motley Fool

JANUARY 12, 2024

We've also been investing in the corporate investment bank. CIB revenue grew 26% from a year ago, and our investment banking and trading market shares increased. For commercial clients, we continued to invest in order to have the right people and the right capabilities to better penetrate our customer base.

Banks 130

Banks Assets Investment Banks Investment Banking 130

Axial

FEBRUARY 27, 2025

Axial first introduced quarterly League Tables in 2019 to recognize the top Investment Banks and M&A Advisory Firms on Axial based on platform data and activity. Brandywine Mergers and Acquisitions has been an Axial member since 2010 and has represented 124 deals on the platform. Astor & Co.

Mergers and Acquisitions 59

Mergers and Acquisitions Education Private Equity Firms Private Equity Firms 59

The Motley Fool

JANUARY 25, 2024

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. Goldman, it's an investment bank. Jason Moser: Well, like I said, Goldman is an investment bank. Mergers and acquisitions are becoming a bit more challenging.

Investors 130

Investors Taxes Banks Education 130

The Motley Fool

JANUARY 28, 2024

We've got updates on the state of investment banking, some curious snacks in foot long form, and of course stocks on our radar. trillion with 80 trillion sitting in money market funds, CDs and other variants of cash. I think a lot of people may be look at investing in sort of this monolith. That's fine.

Investors 130

Investors Banks Mergers and Acquisitions Legal 130

The Motley Fool

JANUARY 16, 2025

Our customer investments team, what we call Merrill Edge, crossed a new milestone this quarter and now sits in excess of $518 billion in balances. Investment banking gained share of industry revenue in 2024. Investment banking grew 44%. In Q4, global banking produced earnings of $2.1 NII grew 3%.

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

MAY 3, 2024

It's a member acquisition business, it's a content business, and it's an expense cost structure business and you can be unprofitable for a long time until you get all three of those things correct. That's due to some government affects Medicare funding reductions that came from the government. So some negative there.

Banks 130

Banks Assets Accounting Mergers and Acquisitions 130

The Motley Fool

JULY 14, 2023

We provided the initial grants to start a fund launched by fintech Hello Alice to improve access to credit and capital for small business owners who are members of underserved groups, including women. Turning to corporate investment banking on Slide 13. at the end of the first quarter to 8.8% at the end of the second quarter.

Banks 130

Banks Assets Investment Banks Investment Banking 130

Pension Pulse

JANUARY 31, 2024

It is not monolithic and includes such varied enterprises as pension fund investment managers such as AIMCo , insurance companies, investment banks, broker dealers, hedge funds, mortgage investment companies – and still others. Banks are more heavily regulated, for good reason.

Banks 59

Banks Pension Funds Financial Institutions Investing 59