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.

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Private Equity Firms Private Equity Firms Stakes Investment Banks 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.

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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.

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Private Equity Firms Private Equity Firms Stakes Investment Banks 165

Private Equity Professional

MARCH 6, 2025

Source: H3 Manufacturing Group Ironwood Capital was originally established in 1986 as Aetna Financial Services , the investment banking subsidiary of Aetna Life & Casualty. In 1990, Marc Reich and Carolyn Galiette purchased the firm from Aetna and rebranded it as Ironwood Capital.

Investment Banks 130

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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.

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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.

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Investment Banks Investment Banking 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. Canaccord Genuity has announced the addition of Lance Maerov to its U.S. Maerov holds an undergraduate degree from the University of Vermont and an MBA from Columbia University.

Mergers and Acquisitions 100

Mergers and Acquisitions Investment Banks Investment Banking Consulting 100

Private Equity Insights

FEBRUARY 28, 2025

The investment bank has not provided further details on the status of the process. While KKR, H&F, and Stroeer declined to comment on the stalled negotiations, Stroeer stated that discussions with potential investors remain ongoing and that new parties have expressed interest.

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Due Diligence Buyout Investment Banks Investment Banking 147

The Motley Fool

APRIL 16, 2025

A top investment bank published a downbeat research note on a major peer in the retail world , and the bearishness spread to Walmart's stock. The investment bank now rates Target stock only a neutral, one peg down from its previous buy designation. nonessential) products more than other retailers.

Investment Banks 100

Investment Banks Investment Banking Banks Returns 100

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. ROTCE = Return on tangible common equity. pps = percentage points.

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Private Equity Insights

APRIL 8, 2025

The bank previously invested 80m in MidEuropa Fund V, alongside a 60m commitment from the European Investment Bank. MidEuropa has maintained an active presence in Croatia, Romania, and Serbia, with prior investments also made in Bulgaria and Slovenia.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds 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."

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Investment Banks Investment Banking Banks Assets 246

Private Equity Wire

NOVEMBER 15, 2024

KKR was advised by Morgan Stanley, Moelis & Company, UBS Investment Bank, and Simpson Thacher & Bartlett. JP Morgan Securities served as lead financial advisor for Instructure, with legal counsel from Kirkland & Ellis.

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New York Stock Exchange Education Legal Stock Exchanges 97

The Motley Fool

SEPTEMBER 13, 2023

He's done an excellent job reaching into SoFi's core mission and activities, but he got his start in investment banking at Goldman Sachs before moving into the roles of chief financial officer and chief operating officer at Twitter. However, investment banking is a new step for SoFi. SoFi works with a different clientele.

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Initial Public Offering Investment Banks Investment Banking Banks 246

The Motley Fool

JUNE 10, 2024

Information from S&P Capital IQ lists many institutional investors with many more shares than Dimon, but only four other individuals holding more than 100,000 shares but well below Dimon's shares: Douglas Petno, co-head of global banking, commercial & investment bank: 407,273 Ashley Bacon, chief risk officer: 217,351 Troy Rohrbaugh, co- CEO, (..)

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Banks Investment Banks Investment Banking Assets 246

The Motley Fool

APRIL 15, 2025

Learn More The most impactful of these seemed to be the recommendation downgrade enacted by white-shoe investment bank Morgan Stanley. Our analyst team just revealed what they believe are the 10 best stocks to buy right now.

Investment Banks 130

Investment Banks Investment Banking Banks Returns 130

Private Equity Professional

DECEMBER 2, 2024

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. Senior debt financing for the transaction was provided by Byline Bank , with mezzanine debt from Brookside Capital Partners.

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Debt Banks Investment Banks Investment Banking 130

The Motley Fool

DECEMBER 4, 2024

The following table shows the P/E ratios of top payment processors and investment banks -- which are all top 10 holdings in the Vanguard Financials ETF. Here's a look at the P/B ratios of top diversified banks and Warren Buffett-led Berkshire Hathaway. Bank of America 1.3 American Express 22.4 Goldman Sachs 17.9

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Mergers and Acquisitions Banks Mutual Funds Investment Banks 245

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.

Investment Banks 243

Investment Banks Investment Banking Banks Companies 243

The Motley Fool

OCTOBER 24, 2024

The investment bank predicts that the S&P will only produce an average annual return of 3% over the next decade. Continuing its dire predictions, the investment bank said there was a 72% chance the S&P 500 underperforms Treasury bonds and a 33% chance it won't keep up with inflation. Image source: Getty Images.

Investing 245

Investing Exchange-Traded Funds Investment Banks Investment Banking 245

Private Equity Wire

DECEMBER 11, 2024

Previously, he spent eight years as an M&A adviser at Barclays Investment Bank. Prior to joining Bowmark, Ismail was a director at Levine Leichtman Capital Partners, where he worked for six years, focusing on transactions in the business services and software sectors.

Investing 98

Investing Consulting Consultants Banks 98

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

Private Equity Insights

JANUARY 31, 2025

The Big Ten Conference is exploring private equity investment opportunities, signaling a shift in its approach to college sports financing. Investment bank Evercore, retained by the conference, has received initial offers from private equity firms, though details remain undisclosed.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Investing Investment Banks 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 Banks 90

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 Banks 241

Investment Banks Investment Banking Banks Investors 241

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 Banks Investment Banking Banks 87

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 Banks Investment Banking 245

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 Banks 246

Investment Banks Investment Banking Banks Prospects 246

PE Hub

JANUARY 30, 2024

The New York-based PE sponsor has engaged a cross-border investment bank to target prospective buyers, including US and European private equity sponsors, sources told PE Hub. The post Searchlight readies automotive diagnostics business Opus Group for sale appeared first on PE Hub.

Prospects 206

Prospects Investment Banks Investment Banking Banks 206

Private Equity Professional

NOVEMBER 14, 2024

Testek was advised on the sell-side by Kroll investment banking. “This important transaction would not have been possible without our long-time financing partner, Siguler Guff & Company, whose continued support of our growing portfolio is greatly valued,” said David Castle , managing partner at Branford Castle.

Enterprise Values 130

Enterprise Values Investment Banks Investment Banking Debt 130

The Motley Fool

JUNE 19, 2023

Short-term-minded investment bank analysts responded to the admission by cutting their price targets on UnitedHealth Group and related insurance stocks like CVS Health (NYSE: CVS) , which owns Aetna. According to management, knee and hip replacements making a surprisingly strong comeback this year. Here's why.

Investment Banks 262

Investment Banks Investment Banking Banks Investors 262

The Motley Fool

APRIL 10, 2025

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. Our analyst team just revealed what they believe are the 10 best stocks to buy right now.

Investment Banks 225

Investment Banks Investment Banking Banks Returns 225

Private Equity Wire

NOVEMBER 4, 2024

He began his career in investment banking at Citi/Salomon Smith Barney in New York and Singapore focusing on mergers and acquisitions and financings.

Mergers and Acquisitions 96

Mergers and Acquisitions Asset Management Finance Financing 96

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

JANUARY 31, 2024

In all, the rollout of AI across multiple Microsoft services could help the company generate an additional $100 billion in annual revenue by 2027, according to investment banking firm Evercore. That's not surprising as Nvidia controls an impressive 85% of the market for AI chips, according to investment bank Raymond James.

Investment Banks 244

Investment Banks Investment Banking Banks Prospects 244

Private Equity Wire

DECEMBER 9, 2024

Her career began in investment banking at UBS, followed by positions at KPMG and Strategy&, where she most recently served as COO on the Board for Europe. Schawe brings over 18 years of experience in the PE and M&A field and has supported numerous transactions in the private equity sector for various funds.

Consulting 95

Consulting Consultants Investment Banks Investment Banking 95

The Motley Fool

SEPTEMBER 30, 2024

She brushed aside Goldman Sachs ' price target of $16 per share, which implies 55% downside from the current share price of $36.40, saying major investment banks have yet to appreciate the full potential of Palantir's software. I think those investment banks would wholeheartedly disagree on the basis of valuation.

Consulting 246

Consulting Consultants Investment Banks Investment Banking 246