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

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

The Motley Fool

SEPTEMBER 18, 2023

Alternative investments have grown in popularity among institutions and hedge funds because they provide diversification and have a low correlation with traditional financial assets. Blackstone utilizes its expertise to take nontraditional approaches to investing in less-liquid asset classes and can also use leverage to boost returns.

Investment Banks 130

Investment Banks Investment Banking Banks Hedge Funds 130

The Motley Fool

MARCH 24, 2024

Last year, the fintech bank aimed to improve its efficiency and credit quality. One way it did this was by leveraging generative AI. Klarna quickly adopted AI last year and leveraged ChatGPT to build tools that automate some of the more repetitive, time-consuming tasks for employees. The move to AI has brought great results.

Initial Public Offering 246

Initial Public Offering Leveraging Banks Investment Banks 246

Private Equity Insights

FEBRUARY 2, 2024

Wall Street banks including JPMorgan Chase & Co. and Bank of America Corp. and Deutsche Bank AG are also among the lenders considering a role in funding what would be the largest leveraged buyout of the year so far, according to the people, who asked not to be identified discussing the transaction. KKR & Co.

Buyout 195

Buyout Finance Financing Leveraged Buyouts 195

The Motley Fool

AUGUST 21, 2023

Not only do they invest money from ultra-wealthy clients, but they also throw massive amounts of leverage (borrowed capital) into the mix for precarious bets. Stock investing can be a similar gamble for those who trade aggressively, but the markets themselves and some of the bigger investment banks are highly regulated.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Funds Stock Exchanges 246

Private Equity Professional

JANUARY 8, 2025

Banks have also taken the plunge to offer product and garner revenue lost within their traditional lending and leveraged finance practices (most notably broadly syndicated loans or BSL). 3] Consolidation Drivers What is driving the push towards consolidation and bank / private credit partnerships occurring in the market?

Mergers and Acquisitions 100

Mergers and Acquisitions Finance Financing Banks 100

The Motley Fool

OCTOBER 20, 2024

Executive Chairman Michael Saylor is among Bitcoin's most dedicated supporters and wants to eventually leverage MicroStrategy's assets to create a Bitcoin investment bank. Instead, buying MicroStrategy is essentially an investment in Bitcoin's long-term performance and potential to become part of a digital economy.

Consultants 241

Consultants Consulting Leveraging Investment Banks 241

The Motley Fool

APRIL 18, 2024

Also being the biggest name in the beverage business, it enjoys leverage when it comes to selling and marketing its goods. Take investment banking as an example. Coca-Cola also owns Dasani water, Gold Peak tea, Minute Maid juices, Powerade sports drinks, and Fresca, just to name a few.

Initial Public Offering 246

Initial Public Offering Banks Investment Banks Investment Banking 246

The Motley Fool

JUNE 3, 2024

According to an estimate by Japanese investment bank Mizuho , Broadcom's AI-related revenue could spike to $20 billion in 2027. Therefore, companies that are leveraging AI to capture a bigger share of the digital ad market should ideally grow at a faster pace than the industry. through 2030, generating $1.04

Leveraging 241

Leveraging Investment Banks Investment Banking Banks 241

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

The Motley Fool

JANUARY 5, 2024

While Hercules and Horizon typically compete for the same business, Ares is slightly different because it focuses on middle-market companies that may fall off the radar of investment banks and other BDCs.

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

Private Equity Insights

MARCH 28, 2025

Recent investments under this strategy include a $400m capital injection into football helmet maker Riddell and an equity stake in GSE Worldwide, a sports talent and marketing agency. BC Partners has also entered a strategic financing alliance with investment bank Piper Sandler to support banks and specialty finance companies.

Funds 147

Funds Buyout Finance Financing 147

The Motley Fool

SEPTEMBER 22, 2024

More importantly, the company's operating leverage has improved dramatically in the form of margin expansion and consistent profitability. Now that Palantir is in the S&P 500, there is a good chance more investment banks and research analysts will begin following the company more closely. This leads me to a broader point.

Hedge Funds 246

Hedge Funds Stakes Prospects Leveraging 246

The Motley Fool

OCTOBER 13, 2024

For example, high-profile investment banks such as JP Morgan or Wells Fargo could begin covering the stock from an equity research perspective. If more analysts from Wall Street's largest banks begin to regularly report on Palantir and its prospects, the company has a good chance to land on more investors' radar.

Hedge Funds 244

Hedge Funds Financial Institutions Deal Flow Banks 244

The Motley Fool

OCTOBER 18, 2024

By leveraging existing company data, AIP can provide businesses with solutions tailored to specific needs. Thanks in part to its decades of experience, the company quickly recognized the opportunity represented by generative AI and developed timely solutions to meet the need.

Leveraging 246

Leveraging Investment Banks Investment Banking Stock Market 246

The Motley Fool

SEPTEMBER 9, 2024

Investment banks including Goldman Sachs , Bank of America , JP Morgan , Wells Fargo , Morgan Stanley , and Citigroup are all forecasting a rate cut in September. It just means it will be superior to drive our differentiated value proposition and leverage our competitive advantage. That doesn't mean we may not change it.

Banks 246

Banks Financial Services Leveraging Prospects 246

The Motley Fool

APRIL 28, 2024

Rather, many of the companies in Ares' portfolio are lower middle market businesses that go overlooked by investment banks or private equity investors. ARCC Price to Book Value data by YCharts At a price-to-book (P/B) ratio of just 1.1, Ares stock is trading essentially in line with its 10-year average.

Leveraged Buyouts 244

Leveraged Buyouts Due Diligence Buyout Venture Capital 244

The Motley Fool

DECEMBER 6, 2023

While banks often suffer from higher defaults in a high-interest-rate environment, they can leverage the trends to increase net interest income and margin. Bank of America is the second-largest U.S. bank by assets, and while it's known for its consumer products, it has been gaining market share in investment banking as well.

Initial Public Offering 246

Initial Public Offering Banks Assets Leveraging 246

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

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

The Motley Fool

DECEMBER 3, 2023

It has strong relationships with its loyal clientele, which it leverages into annual fees that support net income growth. Net income fell 7% from last year in consumer banking because of rising defaults, consistent with economic trends. Its investment banking is now third-largest in the U.S. economy.

Banks 246

Banks Accounting Leveraging Investment Banks 246

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.

Collateral 246

Collateral Investors Mergers and Acquisitions Initial Public Offering 246

Private Equity Wire

JANUARY 24, 2024

Investment banks including Goldman Sachs Group, Citigroup and Barclays are among a number of investment banks that are looking to take back leveraged finance deals lost to private credit lenders during the market volatility of recent years, according to a report by Bloomberg.

Leveraging 52

Leveraging Buyout Investment Banking Investment Banks 52

Private Equity Insights

SEPTEMBER 28, 2023

The industry growth is being driven by investment bank caution around underwriting leveraged buyouts given volatile market conditions. Blackstone, meanwhile, is helping fund the combination of New Mountain Capital’s HealthComp Holding Company LLC and Marlin Equity Partners’ Virgin Pulse.

Leveraged Buyouts 147

Leveraged Buyouts Buyout Private Equity Firms Private Equity Firms 147

Private Equity Insights

FEBRUARY 23, 2024

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up The deal is the latest example of how the lines are blurring between the roles of private equity firms, private credit lenders and the big Wall Street investment banks that used to be the gatekeepers to debt capital markets.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Debt 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 Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Private Equity Wire

JULY 10, 2024

Blackstone has appointed Tyler Dickson, formerly Global Head of Investment Banking and Vice Chair of Banking & International at Citi, in a newly-created role leading client relations at Blackstone Credit & Insurance (BXCI).

Mergers and Acquisitions 98

Mergers and Acquisitions Investment Banking Investment Banks Banks 98

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 Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Motley Fool

JANUARY 16, 2025

Multinational investment bank and financial services giant Morgan Stanley (NYSE:MS) delivered an impressive performance in its fourth quarter of 2024. Business Overview and Strategic Focus Morgan Stanley operates across three primary segments: Institutional Securities, Wealth Management, and Investment Management.

Investment Banking 130

Investment Banking Investment Banks Banks Assets 130

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

AUGUST 14, 2023

times leverage ratio (down from 2.7 The telecom giant's improving leverage ratio supports its excellent bond ratings (A-/BBB+/Baa1). The Wall Street investment bank's analyst team has an overweight rating on the stock with a $44-per-share price target, in part because of its growth potential.

Leveraging 130

Leveraging Investment Banking Investment Banks Legal 130

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. It also has a much-improved balance sheet (it sees its leverage ratio in the lower half of its 4.0-4.5

Amortization 130

Amortization Depreciation Earnings Before Interest Investment Banking 130

Private Equity Wire

AUGUST 30, 2024

Leveraged buyout financings accounted for almost half (42%) of all UK transactions in H1 2024, compared with just 29% in H1 2023, according to the latest MidCapMonitor report by global investment bank Houlihan Lokey.

Leveraged Buyouts 98

Leveraged Buyouts Accounting Buyout Leveraging 98

Axial

FEBRUARY 17, 2025

We will continue to enable Core to grow by leveraging our MechanAir shared services, our other brands in the Chicagoland market, and continue to provide the necessary capital to support growth on larger contracts. is a commercial heating, ventilation, plumbing and mechanical maintenance services business with offices in Chicago.

Capital 52

Capital Investment Banking Investment Banks Banks 52

Private Equity Insights

JUNE 8, 2024

Roping in a co-investor allows private equity firms to reduce the money they front themselves for a deal, a welcome prospect at a time when high borrowing costs are crimping the amount of leverage they can use. The shift is catching the eye of major investment banks.

Buyout 130

Buyout Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

MAY 9, 2024

The third success factor is tailored solutions: A Relationship Bank offers customized financial solutions that meet the specific needs of the funds. Can you discuss the role of relationship banks in supporting alternative investment funds through various stages of the fund lifecycle, from fundraising to exit?

Banks 130

Banks Funds Finance Financing 130