Private Equity Wire

OCTOBER 22, 2024

Dee Kuchukulla (New York) guides leading private equity sponsors and their portfolio companies on an array of complex transactions, from leveraged buyouts and sales to carve-outs, cross-border deals, joint ventures, and take-privates across industries. He has a versatile skillset and deep experience with platform acquisitions and sales.

Mergers and Acquisitions 74

Mergers and Acquisitions Leveraged Buyouts Private Equity Firms Private Equity Firms 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

Private Equity Wire

SEPTEMBER 24, 2024

Historically, the focus was on leveraged buyouts and cost-cutting to boost profitability, but this approach is no longer sufficient. This evolution leverages technology and data analytics to streamline processes and unlock value. Treasury 4.x,

Mergers and Acquisitions 93

Mergers and Acquisitions Private Equity Firms Private Equity Firms Leveraged Buyouts 93

Pension Pulse

JULY 25, 2024

In a separate statement, MMA said the scheme of arrangement between the company and its shareholders for Cyan's acquisition has been implemented and the delisting of MMA is expected to take effect on Friday. The acquisition was supported by a group of co-investors, including the Alberta Investment Management Corporation (AIMCo).

Mergers and Acquisitions 59

Mergers and Acquisitions Funds Leveraging Shareholders 59

Axial

MARCH 14, 2024

The Axial Technology Top 50 Buyside Sell-Side Arthur Ventures Access Global Partners Atlasview Equity Partners Atlas Technology Group, LLC Balio Auctus Capital Partners Banyan Software Berkery Noyes Investment Bankers Basis Vectors, Inc.

Mergers and Acquisitions 96

Mergers and Acquisitions Investors Deal Flow Leveraging 96

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. banks' share of senior secured loans went from 33% in 1995 to just 8% in 2022.

Investors 246

Investors Collateral Mergers and Acquisitions Initial Public Offering 246

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. Craig Dickens Merit Investment Bank Higher interest rates.

Mergers and Acquisitions 105

Mergers and Acquisitions Investing Investment Banks Investment Banking 105

Blackstone News

JULY 9, 2024

New York – July 9, 2024 – Blackstone (NYSE: BX) announced today that Tyler Dickson, formerly Global Head of Investment Banking and Vice Chair of Banking & International at Citi, will join Blackstone Credit & Insurance (“BXCI”) in a newly created role leading client relations for the group.

Mergers and Acquisitions 52

Mergers and Acquisitions Collateral Investment Banks Investment Banking 52

JMI Equity

OCTOBER 1, 2024

Prior to joining JMI, Larry was an analyst in the multi-industries group in the investment banking division at Merrill Lynch & Co. Suken is responsible for sourcing and evaluating investment opportunities as well as providing strategic and operational support to portfolio companies. Suken Vakil , Partner, joined JMI in 2012.

Leveraged Buyouts 40

Leveraged Buyouts Mergers and Acquisitions Investors Buyout 40

Axial

JUNE 15, 2023

ACT Capital Advisors Alvarez & Marsal Capital Partners SF&P Advisors Newbury Franklin FOCUS Investment Banking Pinewell Capital Cornerstone Business Services, Inc. ” – Stephen Sleigh, Managing Partner of Investment Bank, Peakstone Group “Across the board, the labor market continues to frustrate business owners.

Mergers and Acquisitions 52

Mergers and Acquisitions Due Diligence Deal Origination Investment Banks 52

Axial

SEPTEMBER 21, 2023

JDA Advisors, LLC SDR Ventures Ouabache Investments Strategic Exit Advisors Panther Equity Group Stump & Company Peak Rock Capital Sun Mergers & Acquisitions Pearl Street Capital Partners The Independence Group RJF Capital Advisors Three Twenty-One Capital Partners Strength Capital Partners Two Roads Advisors Tenaz Capital Co.

Mergers and Acquisitions 52

Mergers and Acquisitions Investors Leveraging Capital 52

The Motley Fool

OCTOBER 21, 2024

Also active brokerage accounts continuing to climb even after the TD Ameritrade merger. After the TDA Mertde acquisition, I thought they were going to have a tougher time retaining those clients. The environment is actually really strong for investment banks in particular right now. Goldman's great at investment banking.

Banks 130

Banks Investment Banks Investment Banking Mergers and Acquisitions 130

The Motley Fool

APRIL 23, 2024

Roughly $7 million worth of cancels came from a single client event, a historic merger of two major global banks in Europe that affected us across index, ESG, and analytics. Just last week, we closed our acquisition of the London-based index provider, Foxberry. Turning to our other recent acquisitions.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

Advent International

JANUARY 6, 2023

Post the completion of this landmark acquisition, Advent intends to explore the merger of its portfolio company, Cohance Lifesciences (“Cohance”) with Suven, to build a leading end-to-end CDMO and merchant API player servicing the pharma and specialty chemical markets. Currently, it has invested/committed over $3.2

Stakes 40

Stakes Mergers and Acquisitions Shareholders Banks 40

Axial

OCTOBER 10, 2024

If you’re seriously considering a sale in the next 12–24 months, it will be best to leverage a curated advisor introduction service that matches you with vetted, qualified advisors. An M&A advisor helps businesses navigate mergers and acquisitions. Frequently Asked Questions about M&A Advisors What is an M&A Advisor?

Mergers and Acquisitions 52

Mergers and Acquisitions Consulting Consultants Bidding 52

Axial

JANUARY 30, 2024

Axial is excited to release our 2023 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the 2023 deal-making activities of 807 investment banks and advisory firms that met the qualifications to be considered for league tables.

Investment Banks 105

Investment Banks Investment Banking Banks Mergers and Acquisitions 105

The Motley Fool

JULY 30, 2024

We're already seeing users leverage S&P Spark Assist to optimize code, rewrite configuration files for software migrations and summarize complex documents. Leveraging LLM from multiple sources allows us to benefit from the rapid innovation taking place across the technology ecosystem without being locked into a single vendor.

Securities and Exchange Commission (SEC) 130

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

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 Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

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 Banks 52

Investment Banks Investment Banking Mergers and Acquisitions Banks 52

The Motley Fool

APRIL 12, 2024

Our strong performance in both DCM and ECM drove Investment Banking revenue growth of 35% and overall banking revenue growth of 49%. Average deposits were down 3% as the impact of quantitative tightening more than offset new client acquisitions and deepening with existing clients. for the quarter.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banks 130

Pension Pulse

JANUARY 31, 2024

It is not monolithic and includes such varied enterprises as pension fund investment managers such as AIMCo , insurance companies, investment banks, broker dealers, hedge funds, mortgage investment companies – and still others. As a consequence, banks must submit to more stringent regulation.

Banks 59

Banks Pension Funds Financial Institutions Investing 59

The Motley Fool

JANUARY 12, 2024

We've also been investing in the corporate investment bank. CIB revenue grew 26% from a year ago, and our investment banking and trading market shares increased. For commercial clients, we continued to invest in order to have the right people and the right capabilities to better penetrate our customer base.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JANUARY 12, 2024

All of this was helped by the years of Bank of America's assiduous dedication to responsible growth. We achieved 170 basis points of operating leverage in 2023, as heightened quarterly expense levels were driven lower throughout the year, even as the investments in growth continued. And our supplemental leverage ratio was 6.1%

Banks 130

Banks Taxes Accounting Assets 130

The Big Picture

DECEMBER 5, 2023

And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. And the entire merger department of Goldman Sachs in 1983 was 32 people. There was no m and a departments in any investment bank really until the very late seventies.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Motley Fool

JANUARY 28, 2024

We've got updates on the state of investment banking, some curious snacks in foot long form, and of course stocks on our radar. Earnings should surge because there's just a ton of operating leverage in a business like this. What is the state of deal-making and investment banking right now?

Investors 130

Investors Banks Mergers and Acquisitions Legal 130

The Motley Fool

OCTOBER 24, 2024

Each quarter, we've been highlighting just a few of the many ways we've been leveraging both traditional AI and generative AI within S&P Global. Within Mobility, we're leveraging GenAI and animation automation to embed the CARFAX Car Fox directly within the vehicle history reports that customers use. Turning to our divisions.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Financial Services Shareholders Mergers and Acquisitions 130

The Motley Fool

JULY 14, 2023

As the slide shows, our office loans at the end of the second quarter were primarily in corporate investment banking and that is also where we had the most nonaccrual loans in the highest level of allowance for credit losses. Turning to corporate investment banking on Slide 13. at the end of the first quarter to 8.8%

Banks 130

Banks Assets Capital Investment Banks 130

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

The Big Picture

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. RITHOLTZ: Oh, really? KLINSKY: Yeah.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

APRIL 4, 2023

In fact, that was pre -merger with Manny Hanny and Chemical, and JP Morgan, and et cetera. They really weren’t in the investment banking business, and they looked at the opportunity there and said, gee, we should really have a high yield business and a financing business. KENCEL: It’s the investment banking affiliate.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Banks Financing 59

The Big Picture

DECEMBER 14, 2022

But I’d say, overall, folks are more kind of corporate-oriented, you know, investing in companies. I definitely wanted to gain investing skills. And so I wanted to be part of that kind of follow-through, and that’s why moving to the investment side was interesting to me. And for me, that was interesting.

Assets 64

Assets Mergers and Acquisitions Capital Portfolios 64

The Big Picture

FEBRUARY 7, 2023

So, I graduated from business school in 1987 and went to GE Capital for two years, financing leveraged buyouts. So, by the time I got there, it was well beyond just, you know, financing customer acquisitions of appliances. You know, GE Capital, you have to understand, like, investment banking was so hot then.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103