The Motley Fool

SEPTEMBER 3, 2023

Here's a look at how investors can participate in an initial public offering (IPO) and whether Arm looks like a good deal, given what we know about the company. How does IPO investing work? A company typically hires an investment bank to underwrite the deal when it goes public.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) High Net Worth Individuals Initial Public Offering Banks 100

The Motley Fool

MAY 9, 2024

year over year, while our three largest public company competitors by agent count reported decreases of 2%, decreases of 5%, and decrease of 6% in the same period. Just like when merger and investment bankers meet with people. We are growing total agents faster than the market. At Compass, the number of total agents increased 2.1%

Mergers and Acquisitions 130

Mergers and Acquisitions Banks Amortization Public Companies 130

The Motley Fool

OCTOBER 31, 2023

I don't think there is a company that has unanimous support among our analysts and advisors who are recommending stocks in stock picking services at the Motley Fool or holding them in real money portfolios that we're managing. We don't have a unanimous position on any company. We're downgrading from strong buy to buy. What is that?

Legal 130

Legal Banks Portfolios Companies 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. There was no m and a departments in any investment bank really until the very late seventies. And I was fortunate to be accepted to both.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Motley Fool

MARCH 13, 2024

This was also our first quarter of GAAP profitability as a public company. And as part of a seven-figure fourth quarter deal, they plan to deploy Communications Mining in their corporate investment banking, commercial banking, and HR departments. We ended the year with 4,035 total employees.

Leveraging 130

Leveraging Banks Financing Finance 130

The Big Picture

JANUARY 9, 2024

It was underwriting, you know, it was like doing investment banking, underwriting public offerings. It was dealing with like the sort of guts of the bank and like new product development and capital and, and balance sheet. If the CEO sexually harasses someone, the company gets hacked. But, but keep going.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Big Picture

OCTOBER 31, 2023

Just really a fascinating history from, from a private company to a public company back to a, a partnership. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. They’ve been around literally nearly a century.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Motley Fool

APRIL 25, 2024

And also if the large investment bank consolidation impact was in this quarter or if it hasn't hit yet. We've heard some negative commentary from others in the market, which made it sound like this past quarter was particularly challenging. So I wanted to see if that was your experience as well?

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Debt Capital 130

The Big Picture

JANUARY 30, 2024

You’re also, you’re a public company, you’re living quarter to quarter and the considerations are different 00:17:02 [Speaker Changed] To say, to say the, the very least. Funko Inc is a pop culture company. It’s a public company. That’s been my first public company board.

Startups 59

Startups Public Companies Companies Assets 59

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 Big Picture

DECEMBER 6, 2022

So, yeah, I had a career in investment banking with Jefferies, and it was a really good professional experience because I do have the opportunity to work in M&A, equity and debt financing. I had the chance to be part of some very interesting transactions in the banking space. BERRUGA: You know, great question.

Mutual Funds 64

Mutual Funds Assets Funds Companies 64

The Big Picture

SEPTEMBER 7, 2022

RITHOLTZ: So you guys obviously have to prep when a company comes to you and says, “Hey, we’re considering you and some of your competitors.” What is your process like to prepare for — I don’t know if we still use the phrase beauty contest, but that was the old investment banking phrase. MARTIN: Yeah.

Securities and Exchange Commission (SEC) 122

Securities and Exchange Commission (SEC) New York Stock Exchange Stock Exchanges Public Companies 122

The Big Picture

JULY 2, 2024

Eva Shang : So at the time that we launched, there were already public companies that were doing litigation finance. One of our LPs likes to say, he likes to say that he invests in managers where it’s so time consuming and difficult to do what they’ve done, that no one in their right mind would do it.

Legal 59

Legal Hedge Funds Financing Finance 59

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. KKR took a stock exchange company called who Houdaille, private, and it was the first time there’ve been — RITHOLTZ: ’79 or something like that? It was between corporate law and investment banking.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Pension Pulse

MAY 23, 2024

the tight-knit firmament of private and public companies that drive the province’s economy. It has significant stakes in most of Quebec’s flagship companies, many of which leaned heavily on the Caisse as they grew into industry champions, including Alimentation Couche-Tard, CGI, Intact Financial and WSP Global.

Pension Funds 59

Pension Funds Stakes Banks Financing 59

The Motley Fool

JANUARY 13, 2025

For its first few years as a public company, Palantir Technologies (NASDAQ: PLTR) struggled mightily to capture meaningful market share in the enterprise software space. Finally, stock splits can be time consuming and expensive affairs from the leadership's perspective.

New York Stock Exchange 246

New York Stock Exchange Consulting Consultants Stock Exchanges 246

The Big Picture

APRIL 18, 2023

And so, in terms of where our teams are spending time, it’s in and around sort of public markets. RITHOLTZ: That’s very interesting because we typically think of private equity as looking at these mature non-public companies. RITHOLTZ: — firms or private equity firms? BARATTA: Yeah. BARATTA: Yeah.

Private Equity Firms 64

Private Equity Firms Private Equity Firms Assets Financing 64

The Motley Fool

JUNE 22, 2023

Well, the big investment banks. But the other thing I want to touch on is when you're looking at public companies, CEOs or people you are evaluating to make an investment in, I always think about he's now at Bridgewater Associates, but Mark Bertolini, and I was able to interview him about this.

Mergers and Acquisitions 130

Mergers and Acquisitions Legal New York Stock Exchange Capital 130

The Big Picture

DECEMBER 10, 2024

He was running the h and q investment bank, and then Roger was my next door neighbor and very good friends with Jim. It’s underappreciated for the strategic value that it plays in the economy, but you’re investing in the wrong companies at the wrong price. That was a very, very good investment.

Consulting 52

Consulting Consultants Private Equity Firms Private Equity Firms 52

The Big Picture

JULY 31, 2023

At that point, I’d been covering, as you mentioned, investment banking, Goldman Sachs for a couple years. You’ll remember IPOs back in the day, investment banks used to win them by saying, “We’ve got retail, give us that allocation, it doesn’t matter at all anymore.” RITHOLTZ: Right.

Hedge Funds 52

Hedge Funds Startups Financing Finance 52

Pension Pulse

NOVEMBER 22, 2024

Spent most of his career, until then, on an investment banking desk. I'm personally sick and tired of these young, slick, investment banking types with high positions at these Maple Eight pension funds who are clearly there for one reason and one reason only. Good luck to him Good luck to him?

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 59

The Big Picture

FEBRUARY 7, 2023

You know, GE Capital, you have to understand, like, investment banking was so hot then. COHAN: Everybody wanted to be an investment banker. I mean, investment bankers were rock stars, right? RITHOLTZ: Whereas all the other public companies had access to capital and managed to get into trouble. Too valuable.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103

The Big Picture

NOVEMBER 4, 2024

You know, there used to be companies that have a hundred and $200 million market caps that would go public, but it’s been, it’s been made much more difficult to be a public company. There are far fewer people that play with those companies.

Banks 52

Banks Startups Boutique Investment Banks Companies 52