Private Equity Insights

OCTOBER 23, 2023

OHA sourced this transaction through its strategic direct lending partnership with BMO Capital Markets (“BMO”), which includes over $1bn to invest in jointly originated senior secured private credit assets. OHA is the private markets platform of T. Rowe Price Group, Inc. NASDAQ – GS: TROW).

Finance 130

Finance Financing High Net Worth Individuals Pension Funds 130

The Motley Fool

SEPTEMBER 3, 2023

How does IPO investing work? A company typically hires an investment bank to underwrite the deal when it goes public. One of the bank's duties is to solicit shares to willing buyers. Typically, access to shares in IPOs is limited to high-net-worth individuals or sophisticated investors.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) High Net Worth Individuals Initial Public Offering Banks 100

Private Equity Wire

NOVEMBER 13, 2023

We see impact investing as a key opportunity for the private equity industry in the near future. Aglaé also worked in strategic consulting (with LEK Consulting) and investment banking (with Rothschild & Cie). What ESG-specific opportunities are emerging in the private equity industry in the near future?

High Net Worth Individuals 98

High Net Worth Individuals Exit Strategy Consulting Consultants 98

The Motley Fool

OCTOBER 21, 2024

The environment is actually really strong for investment banks in particular right now. The environment's expected to get strong for consumer banks, which we'll get to in a minute with Bank of America. But right now is actually a really strong time for investment banking. Matt Frankel: A few places.

Banks 130

Banks Investment Banks Investment Banking Mergers and Acquisitions 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 Banks 52

Investment Banks Investment Banking Mergers and Acquisitions Banks 52

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. It’s like what do I do, how do I address my needs, what are my liability structures, how do I make long-term investment decisions, and then how do I execute upon that overall advice through these individual investment opportunities.

Liabilities 118

Liabilities Assets Banks Hedge Funds 118

The Big Picture

JULY 2, 2024

00:31:57 [Speaker Changed] And we briefly discussed competitors, but it sounds like it’s deep pocketed, high net worth individuals and some multi-Strat funds that sort of do this on the side. And so you can come in and be a priming lien on all the assets of the bankruptcy.

Legal 58

Legal Hedge Funds Finance Financing 58

The Big Picture

DECEMBER 14, 2022

You shift from high net worth individuals. And no matter how high net worth they are, they’re individuals. And then also build a set of skills that could be used anywhere. RITHOLTZ: So let me ask you a very obvious question. They react to markets. They can be emotional.

Assets 63

Assets Mergers and Acquisitions Capital Portfolios 63