Private Equity Professional

MARCH 11, 2025

Our investment in USG reflects our continued commitment to investing across the energy services sector, said Mike Scott , a managing partner and founder of Pelican Energy. Since founding in 2012, the firm has raised three funds totaling $563 million in capital and investing in 25 platform companies.

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Investment Banking Investment Banks Banks Debt 130

The Motley Fool

JULY 12, 2024

Billionaire investor Bill Ackman is planning to create a new publicly traded investment fund and is kicking off a pre-IPO roadshow to build investor interest. Investors will be required to purchase a minimum of 100 shares, so there will effectively be a $5,000 minimum initial investment. annualized) since its Jan 2004 inception.

Hedge Funds 242

Hedge Funds Fee Structure Accredited Investors Management Fees 242

The Motley Fool

SEPTEMBER 21, 2024

So, if you purchased $10,000 worth of Microsoft stock a decade ago, your investment would now be worth $107,950. Microsoft has turned out to be an ideal investment for those looking to construct a million-dollar portfolio in the past decade. Should you invest $1,000 in Microsoft right now?

Investing 246

Investing Investment Banks Investment Banking Debt 246

Private Equity Insights

APRIL 4, 2025

The investment bank is leading a consortium to provide 2.5bn in funding, with 1.5bn earmarked for the purchase of the Capri Holdings-owned fashion house, and the remaining 1bn allocated to revive Versaces performance post-acquisition.

Financing 162

Financing Finance Investment Banking Investment Banks 162

The Motley Fool

DECEMBER 13, 2023

However, instead of buying all seven stocks, investors could consider taking an even more passive approach by investing in an exchange-traded fund (ETF) with a high concentration of those stocks. This ETF would have grown a $10,000 investment made a decade ago into nearly $50,000 today.

Investing 239

Investing Exchange-Traded Funds Prospects Assets 239

Private Equity Insights

MARCH 28, 2025

The private equity giant is reportedly in discussions with investment banks as it explores both full and partial exit scenarios.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Stakes Investment Banking 147

Private Equity Insights

MARCH 27, 2025

This is one of the most notable talent moves from investment banking to private credit to date, highlighting the growing shift of senior debt market professionals into the private capital space. Based in London, Ashcroft steps into the role previously held by Jurij Puth, who leaves the firm after 18 years.

Leveraging 147

Leveraging Financing Finance Buyout 147

The Motley Fool

OCTOBER 21, 2024

Analysts at the Switzerland-based investment bank UBS believe artificial intelligence (AI) will be "the most profound innovation and one of the largest investment opportunities in human history." If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late.

Consultants 245

Consultants Consulting Investing Investment Banking 245

Private Equity Professional

MARCH 6, 2025

Rock Gate invests between $3 million and $50 million in equity in lower-middle-market companies with revenues of $10 million to $125 million and EBITDA of $3 million to $12 million. The firm is headquartered in Avon, Connecticut. In 1990, Marc Reich and Carolyn Galiette purchased the firm from Aetna and rebranded it as Ironwood Capital.

Investment Banking 130

Investment Banking Investment Banks Banks Capital 130

Private Equity Insights

MARCH 10, 2025

According to sources familiar with the matter, investment banks Jefferies and William Blair have been engaged to manage the sale process, expected to commence in the latter half of the year. Harvest Partners joined as a significant shareholder in 2020 after acquiring a stake from Vista and K1 Investment Management.

Private Equity Firms 165

Private Equity Firms Private Equity Firms Stakes Investment Banking 165

The Motley Fool

MARCH 3, 2024

You'd think, after sharing investing insights with Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) Your gains aren't Wall Street's top priority Your brokerage firm, investment advisors, analysts, and investment banks don't mind you making money. Should you invest $1,000 in Berkshire Hathaway right now?

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Shareholders Investing Banks Capital 241

The Motley Fool

JANUARY 5, 2024

One of the best ways to create wealth is by investing in companies that pay a dividend. Investing $100,000 in the three ultra-high-yield BDCs discussed below could generate $10,000 of passive income for your portfolio this year. Although there are always risks associated with any investment, I am not worried about Hercules.

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Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

Private Equity Insights

MARCH 26, 2025

Lanel, a veteran of the investment banking sector with over 30 years of experience, will focus on originating and executing GP-led deals, including continuation vehicles. His appointment comes as continuation funds increasingly become a mainstream exit route for private equity managers.

Private Equity Managers 147

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Private Equity Insights

APRIL 8, 2025

The new fund, managed by London-headquartered private equity firm MidEuropa, aims to invest in mid-cap companies throughout the region, with a long-term capital growth strategy. The proposed investment would represent a significant portion of the funds total projected cost of 800m.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds Banks 147

The Motley Fool

APRIL 11, 2025

Overview of Morgan Stanley Morgan Stanley is a major player in global financial services, offering a wide range of products and services including investment banking, securities, wealth management, and investment management. Meanwhile, the Investment Management segment reported a 16% revenue uptick to $1.6

Financial Services 130

Financial Services Management Fees Asset Management Leveraging 130

Private Equity Info

APRIL 3, 2024

The two investment banking experts also explored recent trends, such as how the M&A industry has changed after deal slowdowns during COVID-19, and more recent ly, the resurgence in activity in 2024.

Investment Banking 262

Investment Banking Investment Banks Banks Investing 262

Private Equity Professional

OCTOBER 29, 2024

investment banking team as a managing director within the technology, media, marketing, and information services (TMMIS) group. During his 20-year tenure at WPP, Mr. Maerov was instrumental in executing many of the company’s strategic acquisitions and investments. © 2024 Private Equity Professional | October 29, 2024

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Mergers and Acquisitions Investment Banking Investment Banks Consultants 100

Private Equity Insights

FEBRUARY 28, 2025

The investment bank has not provided further details on the status of the process. JPMorgan, which is advising Stroeer on the sale, continues to explore interest from alternative bidders. Source: Private Equity Wire If you think we missed any important news, please do not hesitate to contact us at news@pe-insights.com.

Due Diligence 147

Due Diligence Buyout Investment Banking Investment Banks 147

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 Banking 246

Investment Banking Investment Banks Banks Assets 246

Private Equity Wire

NOVEMBER 15, 2024

Global investment firms KKR and Dragoneer Investment Group have completed their acquisition of Instructure Holdings, a provider of education technology including the Canvas learning management platform, in a deal valued at approximately $4.8bn. The transaction, priced at $23.60 per share, was executed as an all-cash deal.

New York Stock Exchange 97

New York Stock Exchange Education Legal Stock Exchanges 97

The Motley Fool

NOVEMBER 22, 2024

An effective thumbs-down from an influential investment bank before the week kicked off was a major reason for the drop. A top investment bank takes flight once again That bank is none other than Goldman Sachs , which has relaunched its coverage of U.S. airline stocks. Kennedy International Airport.

Investment Banking 243

Investment Banking Investment Banks Banks Companies 243

The Motley Fool

JUNE 10, 2024

if you invested $1,000 at the time of our recommendation, you’d have $740,688 !* Before you buy stock in JPMorgan Chase, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and JPMorgan Chase wasn’t one of them.

Banks 246

Banks Investment Banking Investment Banks Assets 246

The Motley Fool

DECEMBER 4, 2024

Some ETFs invest in momentum and others are more balanced. And while that ETF is up a lot on the year -- 31% at the time of this writing -- an even better-performing ETF has been the Vanguard Financials ETF (NYSEMKT: VFH) which invests purely in the financial sector. Bank of America 1.3 weighting in Nvidia. weighting in Nvidia.

Mergers and Acquisitions 245

Mergers and Acquisitions Banks Investment Banking Mutual Funds 245

Private Equity Professional

DECEMBER 2, 2024

Branford Castle Partners invests in companies with revenues of at least $10 million and EBITDA between $1.5 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. million and $15 million.

Debt 130

Debt Banks Investment Banking Investment Banks 130

The Motley Fool

SEPTEMBER 13, 2023

Since SoFi is all digital and recently acquired a bank charter, it also now offers bank accounts with high interest rates, and it charges low fees for its products. The company launched SoFi Invest in 2019 to give this cohort a no-fee, fully digital experience with the ease of use it had come to expect, all available on a smartphone.

Initial Public Offering 246

Initial Public Offering Investment Banking Investment Banks Banks 246

Axial

APRIL 10, 2025

Todays guest is Lance Fenton, a Partner at Serent Capital, a private equity fund investing in bootstrapped vertical market software businesses. If youre a business owner, professional acquirer, or M&A advisor, you can start using Axial for free at Axial.com.

Deal Flow 52

Deal Flow Investing Prospects Investment Banking 52

Private Equity Wire

JANUARY 14, 2025

The California-based company is collaborating with investment banks Goldman Sachs and Jefferies to explore its alternatives, including the possibility of an initial public offering, the unnamed sources have said, cautioning that these discussions are in the early stages, and no deal is guaranteed.

Exit Strategy 96

Exit Strategy Initial Public Offering Amortization Depreciation 96

The Motley Fool

JULY 18, 2024

banks, and for the most part, the numbers looked strong. Earnings and revenue grew by 25% and 20%, respectively, year over year, and investment-banking revenue jumped by more than 50%. Revenue grew by 20% year over year led by investment banking fees and 21% growth in equities trading revenue.

Investors 245

Investors Banks Investment Banking Investment Banks 245

The Motley Fool

MAY 4, 2024

Despite nearly doubling over the past 12 months, Eli Lilly stock still has heaps of upside according to investment bank analysts who follow the century-old pharmaceutical giant. Barclay's , an investment bank, recently raised its price target on the pharma giant to $913 per share.

Investment Banking 241

Investment Banking Investment Banks Banks Returns 241

The Motley Fool

JULY 20, 2024

In June, Swiss investment bank UBS published a report that estimated artificial intelligence (AI) will add $1.2 The report also predicted that "AI will be the most profound innovation and one of the largest investment opportunities in human history." Should you invest $1,000 in Nvidia right now?

Investing 189

Investing Banks Shareholders Accounting 189

The Motley Fool

APRIL 10, 2025

Where to invest $1,000 right now? Learn More A bull makes a cut Well before market open, Kash Rangan from influential investment bank Goldman Sachs reset his fair value assessment on ServiceNow. Should you invest $1,000 in ServiceNow right now? The S&P 500 index, meanwhile, slipped by 3.5% that session.

Investment Banking 223

Investment Banking Investment Banks Banks Returns 223

Private Equity Professional

NOVEMBER 14, 2024

Branford Castle Partners has acquired Testek Solutions , a manufacturer of aviation component testing equipment, from Odyssey Investment Partners. This acquisition marks the seventh platform investment and the twelfth acquisition overall for Branford Castle’s Fund II , which closed in 2021. “We

Enterprise Values 130

Enterprise Values Investment Banking Investment Banks Debt 130

Private Equity Wire

NOVEMBER 22, 2024

Medline has reportedly invited multiple investment banks to vie for lead roles in what is expected to be one of the standout IPOs of 2025. However, plans remain contingent on market conditions.

Initial Public Offering 90

Initial Public Offering Private Equity Firms Private Equity Firms Investment Banking 90

AltAssets

FEBRUARY 4, 2025

Investment banking major Moelis & Company has brought in former Jefferies senior exec Matt Wesley as its global head of private funds advisory. The post Jefferies senior exec Wesley joins Moelis as global head of private funds advisory appeared first on AltAssets Private Equity News.

Funds 87

Funds Investment Banking Investment Banks Banks 87

The Motley Fool

JANUARY 19, 2024

Investment bank UBS predicts that sales of AI-focused graphics processing units (GPUs) and chips could rise 60% annually between 2022 and 2027. The investment banking firm also adds that semiconductor companies could witness a 25% jump in revenue and a 50%-plus jump in operating profit in 2024.

Investment Banking 246

Investment Banking Investment Banks Banks Prospects 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. By taking a different approach, Ares is not only carving out a niche in the world of BDCs, but it has found a way to tap into the types of activities usually handled by traditional investment banks.

Mergers and Acquisitions 246

Mergers and Acquisitions Exchange-Traded Funds Banks Financial Institutions 246

Private Equity Wire

NOVEMBER 4, 2024

Prior to joining Campbell Lutyens, Chirag spent 13 years as an institutional investor leading fund investments and co-investments at top investments, including the Alaska Permanent Fund Corporation, DB Private Equity, and GE Asset Management. In his new role, Chirag will focus on GP and LP relationships across North America.

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Mergers and Acquisitions Asset Management Financing Finance 96