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 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.

Due Diligence 147

Due Diligence Buyout Investment Banks Investment Banking 147

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

Private Equity Managers Funds Banks Investment Banks 147

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 Banking Investment Banks Consulting 100

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

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.

New York Stock Exchange 97

New York Stock Exchange Education Legal Stock Exchanges 97

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, (..)

Banks 246

Banks Investment Banking Investment Banks Assets 246

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.

Debt 130

Debt Banks Investment Banking Investment Banks 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

Mergers and Acquisitions 245

Mergers and Acquisitions Banks Investment Banking 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 Banking 243

Investment Banking Investment Banks Banks Returns 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 Banking Investment Banks 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 Banking 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 Banking 241

Investment Banking Investment Banks Banks Returns 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 Banking Investment Banks 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 Banking Investment Banks 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 Banking 246

Investment Banking Investment Banks 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 Banking Investment Banks Banks 206

PE Hub

AUGUST 10, 2023

billion carveout from ADT; an H2 Outlook Q&A with Battery Ventures’ Zak Ewen; and a sentiment survey of private equity and investment banking folks. A Deep Dive into GTCR’s $1.6 The post GTCR revisits commercial security in $1.6bn carveout; Battery Ventures sees H2 recovery appeared first on PE Hub.

Investment Banking 205

Investment Banking Investment Banks Banks Investing 205

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 Banking Investment Banks 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 Banking 262

Investment Banking Investment Banks Banks Investors 262

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 Banking 244

Investment Banking Investment Banks Banks Prospects 244

The Motley Fool

MARCH 26, 2025

Jefferies Financial Group (NYSE:JEF) , a prominent player in the investment banking industry and the capital markets, announced its fiscal 2025 first-quarter results on March 26. Overall, the quarter was challenging for Jefferies, but a rise in investment banking revenues provided some reason for optimism amidst market difficulties.

Investment Banking 130

Investment Banking Investment Banks Banks Asset Management 130

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 Banking Investment Banks 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 Banking Investment Banks 246

The Motley Fool

JULY 8, 2024

Meanwhile, on the first day of the trading week, influential white shoe investment bank Morgan Stanley raised its price target on Taiwan Semiconductor. The bank now feels that its shares are worth $1,180 Taiwanese dollars ($36.39) apiece, up slightly from the previous estimation of $1,080 ($39.31).

Banks 246

Banks Investment Banking Investment Banks Stock Market 246

The Motley Fool

JULY 9, 2023

The investment bank faces several headwinds Investors shouldn't ignore Goldman Sachs' exposure to commercial real estate compared with its peers. The Federal Reserve recently released results from its annual stress tests , where it analyzes how major banks would perform in a severe recession. and 12.4%, respectively.

Mergers and Acquisitions 246

Mergers and Acquisitions Banks Investment Banking Investment Banks 246

The Motley Fool

DECEMBER 13, 2023

Additionally, Bank of America offers wealth and investment management services, providing investment advice and solutions on things like brokerage and retirement products. Finally, its investment banking business provides advisory and underwriting on equity and debt instruments.

Banks 223

Banks Investment Banking Investment Banks Assets 223

The Motley Fool

DECEMBER 18, 2023

Wall Street analysts who follow a real estate investment trust and one of the world's largest pharmaceutical companies think they aren't getting as much attention as they deserve.

Investment Banking 245

Investment Banking Investment Banks Banks Debt 245

The Motley Fool

SEPTEMBER 8, 2024

It includes a diverse array of industries, from big banks to regional banks, investment banking, insurance providers, payment processors, financial exchanges, and more. Similarly, investment banks and venture capital firms may prefer lower capital costs to spur merger and acquisition activity.

Banks 240

Banks Mergers and Acquisitions Exchange-Traded Funds Venture Capital 240

Private Equity Wire

NOVEMBER 15, 2024

The report cites unnamed sources familiar with the matter as revealing that the private equity firms have started consulting with investment banks in preparation for a potential sale process, expected to begin in early 2025.

Private Equity Firms 84

Private Equity Firms Private Equity Firms Leveraged Buyouts Stock Exchanges 84

PE Hub

JANUARY 19, 2024

Prior to Monument, Ronan was an investment banking analyst at Stout. The post Monument taps Ronan as associate appeared first on PE Hub.

Investment Banking 183

Investment Banking Investment Banks Banks Investing 183

The Motley Fool

NOVEMBER 6, 2024

The investment bank also addressed Progressive's considerable spending on advertising, as its current TV campaign is constant and therefore not exactly cheap to wage. According to reports, Goldman's slight price target lift was mainly due to an upward adjustment in the loss ratio for Progressive's personal insurance line.

Prospects 242

Prospects Investment Banking Investment Banks Banks 242