The Motley Fool

JANUARY 3, 2024

I blame investment bank Keefe, Bruyette & Woods for that. After sliding 3% on Jan. 2, the first trading day of the New Year, SoFi fell further Wednesday morning, with the stock losing an additional 13.5% through 11:35 a.m. More likely, in KBW's view, is that SoFi will generate only $2.3

Amortization 244

Amortization Depreciation Earnings Before Interest Banks 244

The Motley Fool

JULY 21, 2024

It also simplifies tax reporting because most brokerages link directly to tax preparation software. Several major investment banks, including JPMorgan Chase , Morgan Stanley , and Wells Fargo , have also bought into spot Bitcoin ETFs. Spot Bitcoin ETFs are often cheaper.

Hedge Funds 246

Hedge Funds Funds Stakes Assets 246

Axial

JANUARY 23, 2025

Axial is excited to release our 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 400+ investment banks and advisory firms that met the qualifications to be considered for league tables last year.

Investment Banking 59

Investment Banking Investment Banks Banks Mergers and Acquisitions 59

The Motley Fool

SEPTEMBER 26, 2023

These stocks are way down from their 12-month highs, but the analysts who follow them have been telling investors to expect strong recoveries by raising their price targets to levels that imply they can more than double an initial investment. Image source: Getty Images.

Amortization 246

Amortization Depreciation Prospects Investment Banks 246

The Motley Fool

FEBRUARY 25, 2024

Moreover, the REIT employs net leases that transfer all variable expenses such as taxes and maintenance to the tenant. Only 19% of Spirit Realty's annual base rent comes from tenants with investment-grade credit ratings, compared to 40% for Realty Income.

Investment Banks 245

Investment Banks Investment Banking Taxes Banks 245

The Motley Fool

JULY 14, 2023

This morning, investment bank J.P. times earnings before interest, taxes, depreciation, and amortization ( EBITDA ), which sounds attractive. What happened Shares of telecom giant AT&T (NYSE: T) fell 3.6% as of 9:50 a.m. ET Friday morning. You can blame J.P. Morgan for that. Morgan downgraded AT&T stock from overweight (i.e.,

Enterprise Values 190

Enterprise Values Amortization Depreciation Earnings Before Interest 190

The Motley Fool

SEPTEMBER 7, 2024

The Internal Revenue Service (IRA) has a lot of rules related to required minimum distributions (RMDs) from tax-deferred retirement accounts. Two withdrawals in the same calendar year could bump you into a higher tax bracket. Withdrawing in the same year you turn 73 could result in you paying lower taxes. Absolutely.

Taxes 130

Taxes Banks Accounting Capital 130

The Motley Fool

FEBRUARY 19, 2024

A family office may offer financial planning, investment management, tax expertise, and charitable giving opportunities. These are called private placements, and most of the time, the shares are sold to investment banks or hedge funds.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

JULY 6, 2024

That's because proceeds from the sale of a house may not be subject to capital gains taxes. If you used the home as your primary residence for two of the past five years, you may be able to sell it and keep up to $250,000 of the profit (if you're single) or up to $500,000 (if married, filing taxes jointly).

Taxes 130

Taxes Debt Banks Investment Banks 130

Axial

OCTOBER 24, 2024

Axial is excited to release our Q3 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 370 investment banks and advisory firms that met the qualifications to be considered for league tables last quarter.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Private Equity Wire

APRIL 2, 2025

Whaley joins Dechert from an international law firm where he advised underwriters, issuers and investment managers on financings of private credit vehicles, collateralised loan obligation (CLO) transactions, as well as other various asset-backed securities transactions.

Law Firms 45

Law Firms Finance Financing Investment Banks 45

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. Blackstone Secured Lending Fund invests in underserved companies and sports a 11.2%

Collateral 246

Collateral Investors Mergers and Acquisitions Initial Public Offering 246

Private Equity Insights

APRIL 5, 2024

Summit Partners is working with investment banks Raymond James and Centerview Partners to gauge interest from potential buyers. currently generates 12-month earnings before interest, taxes, depreciation and amortisation (EBITDA) of about $90 million and is growing rapidly, according to Reuters’s sources. in a deal that.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Depreciation Earnings Before Interest 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 Banking 52

Investment Banking Investment Banks 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 Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

The Motley Fool

FEBRUARY 18, 2024

Investment bank UBS recently adjusted its price target on midstream giant Energy Transfer (NYSE: ET). The investment bank made the tweak following Energy Transfer's fourth-quarter earnings report. Its earnings before interest, taxes, depreciation, and amortization ( EBITDA ) rose 5% last year to $13.7

Amortization 130

Amortization Depreciation Earnings Before Interest Investment Banks 130

Axial

MAY 4, 2023

Axial is excited to release its Q1 2023 Lower Middle Market Investment Banking League Tables. These league tables reveal the top 25 investment banks that were active on the Axial platform in Q1. In Q1, 740 sell-side investment banks and M&A advisors brought a total of 2,775 deals to market.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Private Equity Insights

FEBRUARY 2, 2024

The report cites unnamed sources familiar with the matter as confirming that the firms have hired investment bank William Blair to advise Procare on a sales process that is expected to formally launch after next week’s Labor Day holiday in the US.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Bidding Stakes 130

Private Equity Insights

SEPTEMBER 21, 2023

Investment bank North Point is advising on a sale process for Mendocino Farms, which is not certain to lead to any deal, the sources said, requesting anonymity because the matter is confidential.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Amortization Depreciation 130

The Motley Fool

SEPTEMBER 10, 2024

Reiterating a solid buy recommendation That analyst was Alexandra Steiger of white-shoe investment bank Goldman Sachs. In Schenk's view, the company could manage to post earnings before interest, taxes, depreciation, and amortization (EBITDA) of $750 million across all of 2025. Should you invest $1,000 in Chewy right now?

Amortization 130

Amortization Depreciation Earnings Before Interest Prospects 130

Private Equity Wire

AUGUST 17, 2023

Silver Lake mulls sale of $1bn tax-free shopping firm Global Blue Submitted 17/08/2023 - 10:29am Expressions of interest in Global Blue from potential acquirers have prompted private investment firm Silver Lake to considering a sale the of tax-free shopping solutions provider, according to a report by Reuters. Like this article?

Taxes 52

Taxes Investment Banks Investment Banking Debt 52

The Motley Fool

FEBRUARY 14, 2025

At the midpoint of guidance, GXO is expecting $850 million in earnings before interest, taxes, depreciation, and amortization ( EBITDA ) in 2025, compared to a consensus estimate for $900 million. At least six investment banks lowered their price target on GXO post-earnings, with the new targets between $44 and $66.

Amortization 130

Amortization Depreciation Earnings Before Interest Investment Banks 130

The Motley Fool

SEPTEMBER 6, 2024

You can blame investment bank Jefferies for that. Additionally, Byrne cited worries about the size of Bloom's backlog, and (though this factor is out of Bloom's control) the risk of federal tax credits for fuel cells expiring after this year. Today, the fuel cell stock is moving in the opposite direction, down 11.7%

Investment Banks 130

Investment Banks Investment Banking Taxes Banks 130

Private Equity Insights

NOVEMBER 14, 2023

Bain has been interviewing investment banks to hire financial advisers that will help the private equity firm come up with a plan to cash out on its majority stake in Varsity Brands, the sources said. Bain Capital is exploring a sale or initial public offering (IPO) of Varsity Brands that could value the U.S.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Initial Public Offering 130

Private Equity Insights

AUGUST 31, 2023

Buyout firms TA Associates and Warburg Pincus have hired investment bank William Blair to advise Procare on its sale process that is expected to launch after Labor Day, the sources said, requesting anonymity because the matter is confidential. The auction is expected to attract interest from private equity firms, the sources said.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Startups Buyout 130

Private Equity Insights

AUGUST 10, 2023

Buyout firm Madison Dearborn Partners is working with investment bank Evercore (EVR.N) Intermedia is aiming for a valuation of more than 20 times its 12-month earnings before interest, taxes, depreciation, and amortization of about $50 million, the sources said.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Amortization 130

Private Equity Insights

DECEMBER 22, 2023

Buyout firm Levine Leichtman Capital Partners has hired investment bank Robert W. A deal could value the company at around 20 times its approximately $100 million 12-month annual earnings before interest, taxes, depreciation and amortization, the sources said.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Initial Public Offering 130

Private Equity Wire

DECEMBER 4, 2024

TPG, which acquired Crunch through its arm that specialises in small- and mid-sized acquisitions, is working with investment bank Jefferies to prepare for a potential sale. The process could commence in the first half of 2025, one of the sources said. Neither TPG, Jefferies, nor Crunch Fitness responded to requests for comment.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Depreciation Earnings Before Interest 98

The Motley Fool

FEBRUARY 5, 2024

That could mark the beginning of a new urban air mobility market that's projected to reach $1 trillion by 2040, according to investment bank Morgan Stanley. DraftKings Fast-growing industries are fertile ground for fortune-building investments. Archer expects to begin commercial operations by 2025.

Legal 130

Legal Conglomerates Amortization Depreciation 130

The Motley Fool

DECEMBER 4, 2023

With the prospect of higher tax revenue likely to eventually lure the remaining state legislatures to legalize sports gambling, DraftKings has plenty of room for further expansion within the United States. Moreover, investment bank Goldman Sachs forecasts that the industry's sales will surge to 73 million EVs annually by 2040.

Legal 130

Legal Amortization Depreciation Earnings Before Interest 130

Private Equity Insights

DECEMBER 6, 2023

An investment bank is advising Third Financial on the process, and an information memorandum has reportedly been distributed to prospective buyers, with a target valuation of just under £100m. Grafton Capital backed white-label platform provider Third Financial is up for sale, Citywire New Model Adviser has learned.

Capital 130

Capital Private Equity Firms Private Equity Firms Startups 130

Private Equity Wire

OCTOBER 2, 2023

The report cites unnamed sources familiar with the matter as revealing that London-based Bridgepoint has appointed investment bank Evercore Inc to advise Humanetics on the sale process with interest expected from both strategic and private equity buyers.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Depreciation Earnings Before Interest 97

The Motley Fool

OCTOBER 13, 2023

Revenue, pre-tax provision profit, net income, diluted earnings per common share, and ROTCE were all higher than a year ago. Our revenue reflected strong net interest income growth, as well as higher noninterest income, as we benefited from higher rates and the investments we're making in our businesses. billion or $1.48

Banks 246

Banks Capital Assets Investment Banks 246

Private Equity Insights

JUNE 12, 2023

The acquisition is expected to result in Nasdaq retaining its investment grade status and will be followed by a deleveraging as it cuts debt from 4.7-times times earnings before interest, taxes, depreciation and amortisation after the acquisition to a planned 3.3-times times EBITDA.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Companies Stock Exchanges 130

The Motley Fool

OCTOBER 31, 2024

But a smaller investment minimum doesn't mean that this type of bond has lower risks. Baby bonds are issued by the same types of companies that issue traditional bonds, including utility companies, investment banks, telecom companies and other types of corporate issuers.

Due Diligence 100

Due Diligence Investing Bidding Taxes 100

The Motley Fool

JULY 13, 2023

What happened Shares of Cava Group (NYSE: CAVA) , the fast-casual Mediterranean restaurant chain and recent IPO, were soaring this week after the quiet period following the company's IPO expired, allowing analysts from the underwriting investment banks to issue ratings on the stock. Zackfia gave it an outperform rating.

Amortization 130

Amortization Depreciation Earnings Before Interest Investment Banks 130

The Motley Fool

FEBRUARY 22, 2024

In addition to its core lending products, SoFi now offers banking accounts, investing, and more all on its easy-to-use digital app. Revenue increased 35% over last year, and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) was up 159%. There was more of the same in the 2023 fourth quarter.

Banks 130

Banks Amortization Investment Banks Investment Banking 130