The Motley Fool

APRIL 16, 2024

Investment banking saw a nice rebound this quarter. billion in investment banking fees and grew 35% from the first-quarter 2023. In addition, our results reflect the benefits of investments beta, our middle-market investment banking teams and dual-coverage teams. . We delivered nearly $1.6

Banks 246

Banks Taxes Investment Banks Investment Banking 246

The Motley Fool

OCTOBER 10, 2024

For instance, analyst Amit Daryanani, of investment banking firm Evercore ISI, raised his price target for IBM from $215 to $240 in September. Its Q2 total liabilities were $109.7 Its focus on artificial intelligence and cloud computing is producing revenue growth. Big Blue's balance sheet is in decent shape. billion, with $12.2

Consultants 130

Consultants Consulting Conglomerates Liabilities 130

The Big Picture

AUGUST 26, 2022

Doing this puts the probabilities more on their side, with the bonus that fewer regulatory headaches, legal liability, and compliance issues occur – they more or less go away if you manage this kind of model properly. Now if only the Sell-side would get religion about fiduciary standards, I would stop hating on them so much.

Asset Management 141

Asset Management Assets Legal Liabilities 141

The Motley Fool

JUNE 16, 2023

Net interest income is still in good shape A major source of revenue for nearly all banks is net interest income (NII), which is the money banks make on loans and securities after funding those assets with liabilities such as deposits. Image source: Getty Images.

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

SEPTEMBER 19, 2024

NII is essentially the difference between what banks make on interest-earning assets, such as loans, and pay out on interest-bearing liabilities, such as deposits. Now, with some more clarity in the rate outlook, businesses may now be more prone to draw on their lines of credit and invest.

Banks 100

Banks Mergers and Acquisitions Initial Public Offering Investment Banks 100

Private Equity Wire

NOVEMBER 28, 2023

Latham & Watkins has made a double partner hire, with Fergus Wheeler and Paul Yin joining the London office within the Banking Practice. Wheeler and Yin regularly advise on all aspects of acquisition financing, rescue financing, restructurings, liability management solutions and cross-border special situations lending.

Legal 75

Legal Liabilities Financing Finance 75

The Big Picture

MAY 9, 2023

Investment banks were not really a known concept in the area where I grew up. It’s like what do I do, how do I address my needs, what are my liability structures, how do I make long-term investment decisions, and then how do I execute upon that overall advice through these individual investment opportunities.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

Private Equity Wire

OCTOBER 22, 2024

Gwen’s practice ranges from in-court restructurings to bespoke, out-of-court liability management solutions. Tristan VanDeventer (New York) advises public and private companies, investment banks, and private equity funds on complex capital markets transactions, including initial public offerings and other equity, and debt offerings.

Mergers and Acquisitions 75

Mergers and Acquisitions Leveraged Buyouts Private Equity Firms Private Equity Firms 75

The Motley Fool

OCTOBER 13, 2023

We continue to invest in our corporate investment banking business with new co-heads of equity capital markets. We also hired a new head of trust services and chief fiduciary officer in our wealth and investment management segment and a new head of affluent and premier banking in consumer, small, and business banking.

Banks 246

Banks Capital Assets Collateral 246

The Motley Fool

APRIL 16, 2024

Andreas Joelsson -- Carnegie Investment Bank -- Analyst Thanks a lot and good morning, everyone. Andreas Joelsson -- Carnegie Investment Bank -- Analyst Could I have a follow-up on that maybe on that contract? Andreas Joelsson -- Carnegie Investment Bank -- Analyst Thank you. Thanks, Borje.

Banks 130

Banks Capital Liabilities Investment Banks 130

Axial

JANUARY 10, 2025

Sell-side advisory services are provided by investment banks, M&A advisory firms, and other specialized advisors to help business owners with sales, divestitures, mergers, and other transactions aimed at maximizing value and ensuring a smooth transition to new ownership. Reach out today. What Are Sell-Side Advisory Services?

Due Diligence 52

Due Diligence Mergers and Acquisitions Bidding Consultants 52

The Motley Fool

JULY 14, 2023

Investment banking revenue of 1.5 Gross investment banking and markets revenue of 767 million was down 3% year on year, primarily driven by fewer large M&A deals. So, I think in terms of investment banking and markets, yeah, some -- you know, it's better than expected. Net charge-offs were 1.3

Banks 130

Banks Liabilities Capital Assets 130

The Motley Fool

OCTOBER 15, 2024

The strong year-over-year fee performance was led by a 15% improvement in investment in brokerage services, mostly in our global wealth management business. Bank of America's 23 million Zelle users are up 10% in the past 12 months and their volume usage is now up more than 20%. On Slide 15, you see Global Banking results.

Banks 130

Banks Leveraging Assets Capital 130

The Motley Fool

APRIL 12, 2024

We continue to make investments in talent and technology to strengthen Corporate and Investment Banking. More than 50 new senior hires have joined our CIB since 2019, with many of these in key coverage and product groups within banking. Turning to Corporate and Investment Banking on Slide 14.

Banks 130

Banks Securities and Exchange Commission (SEC) Investment Banks Investment Banking 130

The Motley Fool

OCTOBER 11, 2024

We are also investing in our branches and have refurbished over 460 branches during the first three quarters of this year. We continue to hire proven leaders in our corporate investment bank. We also hired a new vice chair of corporate banking, who is focused on helping us continue to expand and grow that franchise.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

APRIL 12, 2024

The rebound in Banking gained speed during the quarter, led by near-record levels of investment-grade debt issuance as improved market conditions enables issuers to pull forward activity. Our strong performance in both DCM and ECM drove Investment Banking revenue growth of 35% and overall banking revenue growth of 49%.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banks 130

The Motley Fool

APRIL 12, 2024

billion or 12% driven by higher firmwide asset management and Investment Banking fees as well as lower net investment securities losses. Next, the Corporate & Investment Bank on Page 5. Investment Banking revenue of $2 billion was up 27% year on year. Moving to the Commercial Bank on Page 6.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Investment Banks Investment Banking 130

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 15, 2025

We created a strategic partnership with Centerbridge Partners and introduced Overland Advisors to better service our commercial banking customers with a direct lending product. We have targeted our investment banking capabilities toward our commercial banking clients. The opportunity remains significant.

Banks 130

Banks Assets Investment Banks Investment Banking 130

Tucker Advisors

SEPTEMBER 27, 2021

Shortly after The Great Recession began unraveling in 2008, many people feared insurance companies would suffer the same fate as investment banks like Lehman Brothers, Bear Sterns, Wachovia and Washington Mutual. After all, no one could have predicted those banks would fail, either. Free Guide: High Profile Use of Annuities.

Companies 52

Companies Liabilities Legal Banks 52

The Motley Fool

JANUARY 16, 2025

Our customer investments team, what we call Merrill Edge, crossed a new milestone this quarter and now sits in excess of $518 billion in balances. Investment banking gained share of industry revenue in 2024. Investment banking grew 44%. In Q4, global banking produced earnings of $2.1 NII grew 3%.

Banks 130

Banks Leveraging Capital Accounting 130

The Motley Fool

JULY 14, 2023

We named Barry Simmons as the new head of national sales and wealth and investment management. 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.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JULY 12, 2024

Andreas Joelsson -- Carnegie Investment Bank -- Analyst Thanks a lot, Daniel. Andreas Joelsson -- Carnegie Investment Bank -- Analyst Perfect. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. We can move on to the next question now.

Banks 217

Banks Amortization Capital Leveraging 217

The Motley Fool

JULY 26, 2024

But you mentioned their equities trading, which was really strong, their investment banking fee growth, which was 29% year over year, which came from a very low bar, but now more companies are going public, more M&A activities happening, and the banks are a big beneficiary of that. That's pretty much across the board.

Banks 130

Banks Investment Banks Investment Banking Portfolios 130

The Motley Fool

JULY 12, 2024

We continue to generate strong fee-based revenue growth with increases across most categories compared to a year ago due to both the investments we're making in our businesses and favorable market conditions with particular strength in investment advisory, trading activities, and investment banking.

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JANUARY 12, 2024

Investment banking revenue of 1.6 Gross investment banking and markets revenue of 924 million was up 32% year on year, primarily reflecting increased capital markets and M&A activity. So, the hope and expectation of continued rebound in the investment banking wallet and our share of that is part of that.

Banks 130

Banks Capital Assets Investment Banks 130

The Motley Fool

JANUARY 12, 2024

This capitalizes on a multiyear build of our relationship management team in the global banking businesses, especially in product expansion also, especially in the global transaction services area and midmarket investment banking. The company's overall investment banking fees were 1.1 billion in Q4.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

FEBRUARY 15, 2024

We also expanded Zelman's investment banking capabilities into the commercial market in 2023. And in the fourth quarter, the investment banking team closed three transactions, albeit all in the single-family sector, that boosted revenues and expanded the W&D brand significantly. But those are the big variables.

Debt 100

Debt Finance Financing Banks 100

The Motley Fool

JULY 12, 2024

billion or 21%, largely driven by higher investment banking revenue and asset management fees. Both periods included net investment securities losses. Next, the commercial and investment bank on Page 5. Our new commercial and investment bank reported net income of 5.9 NIR ex markets was up 7.3

Banks 130

Banks Capital Finance Financing 130

The Motley Fool

JANUARY 22, 2024

It's not a giant amount of money in the grand scheme of things, this is not a giant revenue center for the banks. At the end of the day, banks still make the bulk of their money on things like charging interest on loans, investment banking fees, mortgage origination fees. It's around 33% of Truist loans.

Banks 130

Banks Liabilities Debt Capital 130

The Motley Fool

OCTOBER 15, 2024

It was a particularly pleasing quarter in banking. Despite the muted IPO market, investment banking fees are up 44%, that's driven by investment-grade debt issuance as our clients pulled forward activity ahead of the U.S. On Slide 13, we show the results for banking for the third quarter. for the quarter and 9.7%

Banks 130

Banks Assets Leveraging Capital 130

The Motley Fool

OCTOBER 11, 2024

NII ex-markets was up $274 million or 1%, driven by the impact of balance sheet mix and securities reinvestment, higher revolving balances in card, and higher wholesale deposit balances, predominantly offset by lower deposit balances in banking and wealth management and deposit margin compression. NIR ex-markets was up $1.8 Expenses of $22.6

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

JANUARY 12, 2024

While activity picked up in the fourth quarter with revenues up 22%, overall banking revenue continued to be impacted by a weak wallet globally. Investment banking was up slightly for the year, and we finished 2023 as a fifth-leading franchise. Banking revenues decreased 15% to $4.6 We certainly aspire to be better.

Banks 130

Banks Capital Investment Banks Investment Banking 130

The Motley Fool

JANUARY 25, 2024

Jason Moser: I think it's with Goldman Sachs, Goldman is not the first bank I think that comes to people's minds when we think about consumer banking. Goldman, it's an investment bank. Jason Moser: Well, like I said, Goldman is an investment bank. What are they reacting to?

Investors 130

Investors Taxes Banks Education 130

The Motley Fool

JULY 14, 2023

In banking, the momentum in investment-grade debt has spread into other DCM products. But the long-awaited rebound in investment banking has yet to materialize. And it was a disappointing quarter in terms of both the wallet and our own performance, with investment banking revenues down 24%.

Banks 130

Banks Capital Investment Banks Investment Banking 130

The Motley Fool

AUGUST 14, 2024

And as most of you are aware, the company went effective with a new registration statement on Form S-3 in May 2024, which included the sales agreement with an investment banking firm for the issuance and sale of up to $50 million of our common stock that may be issued and sold from time to time in an at-the-market, or ATM, offering.

Assets 130

Assets Legal Capital Companies 130

The Motley Fool

OCTOBER 15, 2024

Andreas Joelsson -- Carnegie Investment Bank -- Analyst Thank you, and good morning. Andreas Joelsson -- Carnegie Investment Bank -- Analyst Absolutely. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Andreas, your line is open.

Banks 130

Banks Leveraging Capital Investment Banks 130