The Motley Fool

OCTOBER 19, 2024

Honeywell's restructuring That said, the move looks more like the portfolio restructuring that CEO Vimal Kapur continues to undertake rather than the start of an inevitable breakup. billion and could conduct an initial public offering for its quantum computing business Quantinuum for about $10 billion.

Investors 130

Investors Mergers and Acquisitions Conglomerates Initial Public Offering 130

The Motley Fool

OCTOBER 6, 2024

While Warren Buffett's Berkshire Hathaway certainly takes outsize positions in stocks ( Apple, for example), the massive conglomerate has a diverse equities portfolio worth north of $310 billion. However, advisory revenue from mergers and acquisitions (M&As) beat consensus nicely.

Mergers and Acquisitions 130

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

The Motley Fool

JUNE 22, 2024

Rivian Rivian's stock price has plunged nearly 90% from its initial public offering (IPO) in November 2021. However, Polestar's stock has declined more than 90% since it went public by merging with a special purpose acquisition company ( SPAC ) in June 2022. Let's take a closer look at these three EV stocks.

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Mergers and Acquisitions Initial Public Offering Returns Accounting 246

The Motley Fool

MAY 5, 2024

Here's a rundown of three of the bigger positions held by Buffett's Berkshire Hathaway that would probably be at home in your portfolio as well. Take corporate fundraising and M&A ( mergers and acquisitions ) as an example. Those write-offs may be as bad as things are going to get for the bank's loan portfolio this cycle.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Banks Investment Banks 130

The Motley Fool

SEPTEMBER 23, 2024

Costco Wholesale Had an investor bought $100 worth of Costco shares at the company's initial public offering (IPO) in 1985 and held until today, they would now have over $150,000. Quickly growing to become the world's third-largest retailer, Costco is home to 876 warehouses and roughly 134 million cardholding members.

Mergers and Acquisitions 246

Mergers and Acquisitions Initial Public Offering Returns Debt 246

Private Equity Wire

OCTOBER 22, 2024

Chris Holt (Boston) represents private equity sponsors and their portfolio companies in a wide range of financing transactions, including syndicated, and private credit facilities, ABL facilities, and mezzanine financings. With a broad regulatory and transactional background, he also guides investment advisers in mergers and acquisitions.

Leveraged Buyouts 75

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

The Motley Fool

AUGUST 15, 2024

that February, representing a 2,857% gain from its initial public offering (IPO) price of $15 in 2016. Twilio initially benefited from the rapid growth of the mobile-app market. That growth was driven by its organic expansion as well as its acquisitions of smaller companies. Twilio's stock surged to $443.49

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Mergers and Acquisitions Initial Public Offering Assets Returns 130

The Motley Fool

OCTOBER 13, 2024

But overall, lower rates should be a net positive because it encourages borrowing and economic growth, reigniting the investment banking market for initial public offerings and merger and acquisition deals. The Vanguard Financials ETF is also much more than bank stocks.

Mergers and Acquisitions 130

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

The Motley Fool

JUNE 8, 2024

Here's why they could be great portfolio additions for just about anyone who wants to pump up their passive-income stream. So far this year, two unnamed portfolio companies filed for initial public offerings ( IPOs ). Hercules isn't resting on any laurels. per share. Altria Group Altria Group is the U.S.

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Mergers and Acquisitions Initial Public Offering Venture Capital Capital 130

The Motley Fool

FEBRUARY 17, 2024

That's why chip design companies like Broadcom just completed its mega-merger with the big cloud software management business VMware , and why networking hardware giant Cisco Systems has submitted a bid to purchase Splunk to bet on cloud and network monitoring services. Should you invest $1,000 in Dynatrace right now?

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Mergers and Acquisitions Initial Public Offering Bidding Debt 246

The Motley Fool

JANUARY 18, 2024

Since its initial public offering (IPO), the company has grown its dividend at a 15% compound annual rate, the 13th fastest pace in the S&P 100 (the top 100 publicly traded stocks in the country). There's additional upside potential from acquisitions. However, it has a long history of making accretive acquisitions.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Returns Portfolios 130

The Motley Fool

APRIL 23, 2024

Investment banks reported earnings growth of double-digit percentages in the first quarter, driven by strong initial public offering ( IPO ) markets and a pick-up in debt underwriting. For example, mergers and acquisitions ( M&A ) were down, and advisory revenue fell 28%.

Investment Banks 130

Investment Banks Investment Banking Banks Mergers and Acquisitions 130

The Motley Fool

SEPTEMBER 11, 2024

Today, its shares trade for just $7.20 -- 74% below their initial public offering price, and down 97% from their all-time high. It began trading on the New York Stock Exchange in 2021 after going public via a reverse merger with a special purpose acquisition company ( SPAC ).

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering New York Stock Exchange Earnings Before Interest 130

The Motley Fool

MAY 8, 2024

Here are three banks that can make solid additions to your portfolio today. It also said its Mexico consumer business was on track for a planned initial public offering (IPO) by 2025. Citigroup Citigroup (NYSE: C) is one of the United States' largest banks, holding nearly $1.7 trillion in assets.

Banks 130

Banks Mergers and Acquisitions Initial Public Offering Debt 130

The Motley Fool

MARCH 5, 2024

Popular trading platform Webull just announced that it is pursuing an initial public offering ( IPO ). Going public through a non-traditional route One thing that sticks out about Webull's proposed offering is its non-traditional route to the public exchanges. billion enterprise value.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mergers and Acquisitions Enterprise Values Investors 130

The Motley Fool

JUNE 11, 2024

Not only that, but it also earns money from its massive investment portfolio, which has been raking in more cash thanks to higher interest rates. At the end of the first quarter, Progressive's investment portfolio was valued at $69 billion and earned $612 million in net investment income, an increase of 47% from last year.

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Mergers and Acquisitions Initial Public Offering Investment Banks Investment Banking 130

The Motley Fool

FEBRUARY 9, 2024

Powered by this surprising growth story, Casey's inside sales now account for roughly 62% of the company's gross profit , helping its stock rise by over 28,000% since its 1986 initial public offering. Let's have a closer look. With 63% of convenience stores in the U.S.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Accounting Returns 130

The Motley Fool

DECEMBER 6, 2023

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. Ares Capital also invests heavily in first-lien and second-lien loans, which make up 43% and 17% of its portfolio, respectively.

Investors 246

Investors Collateral Mergers and Acquisitions Initial Public Offering 246

The Motley Fool

SEPTEMBER 25, 2024

Many companies went public via mergers with special purpose acquisition companies (SPACs) in 2020 and 2021. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

Mergers and Acquisitions 100

Mergers and Acquisitions Initial Public Offering Enterprise Values Private Companies 100

The Motley Fool

MARCH 16, 2024

In 2022, rising interest rates created an air of uncertainty around markets , including those for initial public offerings (IPOs) and mergers and acquisitions, both bread-and-butter businesses for investment bankers. This rising consumer debt could create a massive opportunity for Lending Club.

Banks 130

Banks Mergers and Acquisitions Initial Public Offering Investment Banks 130

The Motley Fool

SEPTEMBER 19, 2024

JPMorgan's investment banking division is one of the strongest in the world, and mergers and acquisitions (M&A) and initial public offerings (IPOs) have been down in the high-interest-rate environment. Consider when Nvidia made this list on April 15, 2005.

Banks 100

Banks Mergers and Acquisitions Initial Public Offering Investment Banks 100

The Motley Fool

NOVEMBER 28, 2023

The company has delivered those strong returns by steadily expanding its portfolio of income-producing real estate. Carey has raised its payout every year since going public. It spun off a big chunk of its office portfolio to investors by creating Net Lease Office Properties. Unfortunately, that's about to change.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Returns Portfolios 130

The Motley Fool

AUGUST 5, 2024

On July 30, Amazon disclosed via a filing with the Securities and Exchange Commission (SEC) that it owned shares of 10 public companies as of the end of the second quarter. Its 10-stock portfolio was worth $2.53 Amazon's stock holdings Stocks are listed in order of their value in Amazon's portfolio as of the end of the second quarter.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Companies Mergers and Acquisitions Initial Public Offering 100

Private Equity Wire

JULY 17, 2023

VVHC is anchored by a science-first, diversified investment strategy and is led by Managing Directors Lori Hu and Christine Brennan, who have previously led numerous investments in companies that have exited through mergers and acquisitions (M&A) or initial public offerings (IPO).

Mergers and Acquisitions 52

Mergers and Acquisitions Initial Public Offering Funds Assets 52

American Investment Council

JULY 23, 2024

“Even the bottom 25th percentile of private equity returns exceeds the media public equity return,” the report said. The study reported that 88% of public funds had PE exposure, representing 14% of the portfolio in dollar terms. PE is the third biggest allocation among public funds. of its portfolio.

Pension Funds 59

Pension Funds Returns Mergers and Acquisitions Initial Public Offering 59

The Motley Fool

APRIL 26, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The second is our anticipated merger with Cambridge Trust, which demonstrates how we are capitalizing on opportunities.

Mergers and Acquisitions 130

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

Private Equity Wire

JUNE 27, 2023

VVHC is led by managing directors Lori Hu and Christine Brennan, who possess deep combined investing and operational experience, having led numerous investments in companies that have exited through mergers and acquisitions (M&A) or initial public offerings (IPO).

Mergers and Acquisitions 40

Mergers and Acquisitions Initial Public Offering Funds Portfolios 40

Insight Partners

SEPTEMBER 19, 2023

Plan for mergers and acquisitions (M&A): Assign a dedicated team to ensure the research and preparation are completed before public announcements. Editor’s note: Templafy and BlueOcean are Insight Partners portfolio companies. Foster strategic partnerships: Partnerships can amplify your brand voice.

Mergers and Acquisitions 52

Mergers and Acquisitions Initial Public Offering Leveraging Prospects 52

The Motley Fool

AUGUST 19, 2024

We did an IPO, initial public offering before anyone else did. We had a certain what we call platform acquisitions. Once we went public, capital was not really a constraint any longer for us. The acquisitions that we made brought in talent. We only had 12 stores when we did our initial public offer.

Initial Public Offering 130

Initial Public Offering Capital Banks Mergers and Acquisitions 130

The Motley Fool

JULY 15, 2023

I'm going to turn to you on this one first Bill because I feel like your portfolio has been full of these things over the years. Bill Mann for you can you think of any really successful mega mergers? Bill Mann: Mergers of equal? Maybe some really weird derivative, maybe something people couldn't invest in anymore.

Investing 130

Investing Mergers and Acquisitions Companies Capital 130

Pension Pulse

MAY 11, 2023

A month ago, Reuters reported that KKR closed its largest ever European buyout fund at $8 billion: KKR & Co Inc (KKR) said on Tuesday it had closed its sixth and largest European private equity fund at $8 billion, a significant boost for the investment firm at a time of market volatility and sinking interest in major acquisitions.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Buyout Pension Funds 52

Pension Pulse

SEPTEMBER 4, 2024

Sean Klimczak, global head of Blackstone Infrastructure and Nadeem Meghji, global co-head of Blackstone Real Estate, said: “Prior to AirTrunk, Blackstone’s portfolio consisted of US$55bn (€49.8bn) of data centres including facilities under construction, along with over US$70bn in prospective pipeline development.”

Investing 59

Investing Asset Management Stakes Assets 59

Pension Pulse

MAY 22, 2024

per cent return of its reference portfolio. The reference portfolio, made of 85 per cent global equity and 15 per cent Canadian bonds, benefited last year from stock price surges in the seven largest U.S. The pension fund's returns over the past 10 years have also fallen short of the reference portfolio, but only by 0.3

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

MARCH 27, 2024

Truth Social gains again There wasn't any specific news out on Trump Media, which went public on Tuesday through a special purpose acquisitions company (SPAC) merger with Digital World Acquisition Company (Nasdaq: DWAC). Image source: Getty Images.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Accounting Capital 130

The Motley Fool

NOVEMBER 16, 2024

Bank mergers and acquisitions will likely get approved faster, and a Trump presidency and lower interest rates could usher in more deal-making and initial public offering activity, boosting investment banking revenues. I recommend the active strategy more for retirement portfolios with fewer tax consequences.

Banks 185

Banks Mergers and Acquisitions Initial Public Offering Active Investors 185

The Motley Fool

NOVEMBER 18, 2024

The financials and energy sectors were big winners, reflecting hopes for less antitrust action, more merger and acquisition (M&A) activity, more initial public offerings (IPOs), and increased business investment for financial companies. Stocks soared on Wednesday, Nov.

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Mergers and Acquisitions Initial Public Offering Stock Market Stock Market 245