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

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 Mutual Funds Investment Banks 245

The Motley Fool

SEPTEMBER 8, 2024

Although Berkshire is known for its public equity investments in companies like Apple and Coca-Cola , the value of the rest of the business is actually much higher. billion invested in Bank of America (NYSE: BAC) , American Express (NYSE: AXP) , Visa (NYSE: V) , and Mastercard (NYSE: MA). 10 per $100 invested.

Banks 240

Banks Mergers and Acquisitions Exchange-Traded Funds Venture Capital 240

The Motley Fool

APRIL 19, 2024

That led analysts at investment banking firm BTIG to lower their stock price target for VinFast from $8 to $5 per share. VinFast stock has been on a wild ride since it first went public through a special purpose acquisition company (SPAC) merger in August 2023. Should you invest $1,000 in VinFast Auto Ltd.

Mergers and Acquisitions 187

Mergers and Acquisitions Investment Banks Investment Banking Banks 187

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

The Motley Fool

FEBRUARY 19, 2024

Image source: Getty Images Investing in stocks is something anyone can do. But not everyone invests in stocks the same way, and billionaires and the ultra-wealthy often use different stock-buying avenues than the rest of us. And thanks to the availability of free stock trading apps , it's cheaper than ever for the average investor.

Hedge Funds 239

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

The Motley Fool

JUNE 17, 2023

and overseas bank failures created a hostile investing climate for all financial-services companies. If you have an investing timeline of a year or less, there is little to motivate you to buy this stock at current levels in this uncertain market. However, this investment bank has plenty to like over the long term.

Mergers and Acquisitions 130

Mergers and Acquisitions Investing Investment Banks Investment Banking 130

The Motley Fool

DECEMBER 6, 2023

Riley Financial provides financial services including investment banking, wealth and asset management, business advisory, and asset disposal. The company was a big beneficiary of the blistering investment activity seen in 2021. Blackstone Secured Lending Fund invests in underserved companies and sports a 11.2%

Collateral 246

Collateral Investors Mergers and Acquisitions Initial Public Offering 246

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

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 Banks 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

Axial

DECEMBER 18, 2024

M&A Industry Report: Business Services Q3 2024 | www.focusbankers.com FOCUS Investment Banking is a trusted name in M&A advisory services with a nationwide footprint and a global reach. An Axial member since 2010, FOCUS works across a broad range of industries and has marketed more than 225 deals on the Axial platform.

Business Services 52

Business Services Investment Banking Investment Banks Banks 52

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

Axial

MAY 4, 2023

Axial is excited to release its Q1 2023 Lower Middle Market Investment Banking League Tables. These league tables reveal the top 25 investment banks that were active on the Axial platform in Q1. In Q1, 740 sell-side investment banks and M&A advisors brought a total of 2,775 deals to market.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

OCTOBER 6, 2024

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). Total investment banking revenue, which can be tricky to forecast, came in at $949.5 Should you invest $1,000 in Jefferies Financial Group right now?

Mergers and Acquisitions 130

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

Axial

DECEMBER 23, 2024

Ashlyn Falahee, VP of Sales & Marketing, Sun Protection of Florida Peakstone Group is a Chicago-based, 40+ person investment bank that specializes in mergers and acquisitions advisory and capital raising. Ultimately, SunPro engaged Axial member Peakstone Group and began their transaction process.

Due Diligence 52

Due Diligence Mergers and Acquisitions Bidding Private Equity Firms 52

Private Equity Professional

MAY 15, 2024

Greenside Capital Advisors has launched as a new independent investment banking boutique specializing in middle market sell-side and buy-side mergers, acquisition advisory and business valuation services.

Mergers and Acquisitions 100

Mergers and Acquisitions Capital Investment Banks Investment Banking 100

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. The 18 Investment Bankers below are quoted in today’s feature.

Mergers and Acquisitions 105

Mergers and Acquisitions Investing Investment Banks Investment Banking 105

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

Financial Times M&A

JANUARY 23, 2023

The investment bank is seeking to grow beyond advising on large-scale mergers and acquisitions

Mergers and Acquisitions 98

Mergers and Acquisitions Banks Capital Investment Banks 98

The Motley Fool

MAY 8, 2024

However, bank stocks have performed better over the past six months as the Federal Reserve pumped the brakes on its interest rate hiking campaign. Despite the run-up, there are still appealing long-term investment opportunities in bank stocks that have ridden out challenges in the past few years. trillion in assets.

Banks 130

Banks Mergers and Acquisitions Initial Public Offering Debt 130

Private Equity Professional

AUGUST 23, 2024

Mr. Rosenfield has more than 25 years of experience as an investment banker in the information services, business media, and marketing technology and services sectors. From 1998 to 2006 he was a director at media-focused investment bank Veronis Suhler Stevenson. Mr. Rosenfield. “I

Mergers and Acquisitions 100

Mergers and Acquisitions Professional Services Investment Banks Investment Banking 100

The Motley Fool

AUGUST 6, 2024

Investment banks Investment banks, on the other hand, offer very few of these services and focus primarily on acting as advisors in an array of capacities to large corporations and high-net-worth individuals.

Banks 130

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

The Motley Fool

JUNE 11, 2024

Those who buy top-notch companies and stick with those investments for the long haul have an excellent opportunity to build generational wealth. The financial industry may make you think of banks, but it extends far beyond that to companies with broad customer bases offering a range of products and services that help the economy run smoothly.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Investment Banks Investment Banking 130

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

The Motley Fool

MARCH 16, 2024

Goldman Sachs Rising interest rates have dampened investment banking activity over the past several years, impacting Goldman Sachs (NYSE: GS) , one of the largest investment banks in the world. Goldman Sachs' investment banking revenue plummeted 56% over two years ending in 2023. times earnings and just 9.9

Banks 130

Banks Mergers and Acquisitions Initial Public Offering Investment Banks 130

The Motley Fool

JULY 15, 2023

Goldman Sachs is the leading investment banker in the country. In 2021, the company had record revenue in investment banking and was No. 1 in mergers and acquisitions (M&A), equity and equity-related offerings, common stock offerings, and initial public offerings (IPOs). BLK data by YCharts.

Mergers and Acquisitions 130

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

Private Equity Wire

JANUARY 12, 2024

He started his career as an Investment Banking Analyst with UBS Investment Bank’s mergers & acquisitions group and financial institutions group in New York City. Stanek will continue to focus on supply chains, an important part of the firm’s operations management capabilities.

Mergers and Acquisitions 98

Mergers and Acquisitions Capital Private Equity Firms Private Equity Firms 98

The Motley Fool

SEPTEMBER 7, 2023

This business provides a solid foundation for the bank because the Canadian market is highly regulated. Effectively, the Canadian government forces the country's largest banks to operate in a highly conservative manner and have limited merger and acquisition activity, leading the biggest names to have entrenched industry positions.

Banks 130

Banks Mergers and Acquisitions Financing Finance 130

Private Equity Wire

SEPTEMBER 27, 2024

The partnership, which also includes Mubadala Investment Co and Apollo’s insurance unit, Athene, will initially focus on non-investment grade lending in North America. Wells Fargo teamed up with Centerbridge Partners last year to launch a $5bn fund for private credit investments.

Mergers and Acquisitions 97

Mergers and Acquisitions Debt Asset Management Leveraging 97

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 Banks Investment Banking Banks 100

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. Let's take a look at one worth investing in and one to avoid right now. Image source: Getty Images.

Mergers and Acquisitions 130

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

The Motley Fool

JULY 20, 2024

A recap of Q2 2024 earnings from Bank of America Bank of America reported second-quarter earnings per share (EPS) of $0.83, ahead of the average Wall Street estimate of $0.80. The bank's global markets segment is also capturing the strong performance in financial markets boosting sales and trading activity. Revenue of $25.4

Banks 130

Banks Mergers and Acquisitions Assets Investment Banking 130

Private Equity Wire

JUNE 24, 2024

Real assets investment manager Pennybacker Capital Management has appointed Jamie Pacala as Managing Director, Real Estate Investments. In his new role based in New York, Pacala will lead investments across the northeast and southeast regions of the US.

Mergers and Acquisitions 74

Mergers and Acquisitions Asset Management Investment Banks Investment Banking 74

Axial

JUNE 20, 2024

The Axial Industrials Top 50 Buyside Sell-Side Appalachian Capital ACT Capital Advisors Applied Value Group BlackRose Group Argonaut Private Equity Brentwood Growth Dauntless Capital Partners Bridgepoint Investment Banking Dunes Point Capital, LLC Corporate Fuel Advisors Emigrant Capital EBB Group EO Capital Partners LLC eMerge M&A, Inc.

Mergers and Acquisitions 97

Mergers and Acquisitions Deal Flow Investors Investment Banks 97

The Motley Fool

JULY 19, 2023

Goldman's global banking and markets segment took the biggest hit, with revenue falling 14% from year-ago levels. Sales from investment banking activity fell 20%, while fixed-income-related activities saw revenue drop 26%. That sent net income for common shareholders falling 62% to $1.07 billion, working out to $3.08

Mergers and Acquisitions 130

Mergers and Acquisitions Banks Management Fees Investment Banks 130

Private Equity Professional

SEPTEMBER 10, 2024

If investment bankers were beginning a sale assignment in 2010, they would ask the business owners to share information on past exchanges with potential buyers. At the time, our primary competition on larger deals wasn’t the major data providers but the free information offered by larger investment banks.

Mergers and Acquisitions 100

Mergers and Acquisitions Due Diligence Private Equity Firms Private Equity Firms 100