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.

Collateral 246

Collateral Investors Mergers and Acquisitions Initial Public Offering 246

The Motley Fool

MAY 5, 2024

Here's a rundown of three of the bigger positions held by Buffett's Berkshire Hathaway that would probably be at home in your portfolio as well. Bank of America Investors might be a bit hesitant to own any bank stocks right now. Take corporate fundraising and M&A ( mergers and acquisitions ) as an example.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Banks Investment Banking 130

The Motley Fool

OCTOBER 6, 2024

While Warren Buffett's Berkshire Hathaway certainly takes outsize positions in stocks ( Apple, for example), the massive conglomerate has a diverse equities portfolio worth north of $310 billion. Total investment banking revenue, which can be tricky to forecast, came in at $949.5 Berkshire owns roughly 433,500 shares.

Mergers and Acquisitions 130

Mergers and Acquisitions Investors Initial Public Offering Exchange-Traded Funds 130

The Motley Fool

MAY 8, 2024

Despite the run-up, there are still appealing long-term investment opportunities in bank stocks that have ridden out challenges in the past few years. Here are three banks that can make solid additions to your portfolio today. Citigroup Citigroup (NYSE: C) is one of the United States' largest banks, holding nearly $1.7

Banks 130

Banks Mergers and Acquisitions Initial Public Offering Debt 130

The Motley Fool

JUNE 11, 2024

Not only that, but it also earns money from its massive investment portfolio, which has been raking in more cash thanks to higher interest rates. At the end of the first quarter, Progressive's investment portfolio was valued at $69 billion and earned $612 million in net investment income, an increase of 47% from last year.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Investment Banking Investment Banks 130

Private Equity Wire

JANUARY 12, 2024

Koch will be actively involved in leading the evaluation and execution of transactions, and management of portfolio companies. He started his career as an Investment Banking Analyst with UBS Investment Bank’s mergers & acquisitions group and financial institutions group in New York City.

Mergers and Acquisitions 98

Mergers and Acquisitions Capital Private Equity Firms Private Equity Firms 98

The Motley Fool

MARCH 16, 2024

Goldman Sachs Rising interest rates have dampened investment banking activity over the past several years, impacting Goldman Sachs (NYSE: GS) , one of the largest investment banks in the world. Goldman Sachs' investment banking revenue plummeted 56% over two years ending in 2023. times earnings and just 9.9

Banks 130

Banks Mergers and Acquisitions Initial Public Offering Investment Banking 130

The Motley Fool

OCTOBER 19, 2024

But many individual stocks have performed even better, including the well-known investment bank Goldman Sachs (NYSE: GS). Founded in 1869, Goldman has long been viewed as a best-in-breed investment bank in an incredibly competitive industry. The stock price has jumped more than 37% this year. Let's investigate.

Mergers and Acquisitions 100

Mergers and Acquisitions Investment Banking Investment Banks Banks 100

The Motley Fool

JULY 20, 2024

The bank's global markets segment is also capturing the strong performance in financial markets boosting sales and trading activity. An industry theme has been the rebound in mergers and acquisitions with Bank of America generating higher fees adding to its investment banking fees this quarter.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banking 130

The Motley Fool

OCTOBER 13, 2024

Falling interest rates can create a headwind for banks because they tend to squeeze net interest margins, or the difference between interest earned on loans and other assets and the interest paid on deposits. The Vanguard Financials ETF is also much more than bank stocks. Consider when Nvidia made this list on April 15, 2005.

Mergers and Acquisitions 130

Mergers and Acquisitions Initial Public Offering Mutual Funds Exchange-Traded Funds 130

Private Equity Wire

SEPTEMBER 24, 2024

A McKinsey report highlighted that while 60% of GPs claim to focus on operational improvements, only 40% of LPs believe these efforts materially impact portfolio performance. Treasury’s role in M&A integration Treasury integration is often the linchpin of a successful merger or acquisition. Treasury 4.x,

Mergers and Acquisitions 95

Mergers and Acquisitions Private Equity Firms Private Equity Firms Leveraged Buyouts 95

The Motley Fool

DECEMBER 12, 2023

Right now, Iovance Biotherapeutics (NASDAQ: IOVA) stock can be purchased for a fraction of its true value, at least according to investment bank analysts on Wall Street. Given the mergers and acquisitions activity we've seen recently , it's not a farfetched proposition. Is Iovance Biotherapeutics a good investment now?

Mergers and Acquisitions 130

Mergers and Acquisitions Buyout Investment Banking Investment Banks 130

The Motley Fool

FEBRUARY 25, 2024

His Berkshire Hathaway portfolio boasts a market-beating long-term track record, after all. Just because a stock is currently in Berkshire's portfolio, however, doesn't mean it's a great pick for you to purchase at this time. And yet, Bank of America is clearly something of a standout within the banking industry.

Mergers and Acquisitions 130

Mergers and Acquisitions Bidding Banks Financial Services 130

The Motley Fool

FEBRUARY 7, 2024

The high-margin cash flow Microsoft generates from its legacy products is what fuels investments in fast-paced initiatives, as well as earnings-accretive acquisitions. Goldman Sachs: 6.61% weighting Global investment banking giant Goldman Sachs (NYSE: GS) exerts the third-largest influence within the widely followed Dow Jones.

Mergers and Acquisitions 130

Mergers and Acquisitions Accounting Investment Banking Investment Banks 130

Private Equity Wire

OCTOBER 22, 2024

Chris Holt (Boston) represents private equity sponsors and their portfolio companies in a wide range of financing transactions, including syndicated, and private credit facilities, ABL facilities, and mezzanine financings. With a broad regulatory and transactional background, he also guides investment advisers in mergers and acquisitions.

Mergers and Acquisitions 75

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

The Motley Fool

APRIL 23, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. 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

The Motley Fool

SEPTEMBER 19, 2024

The other beautiful thing about JPMorgan is that it runs several strong banking businesses that can help balance one another. JPMorgan's investment banking division is one of the strongest in the world, and mergers and acquisitions (M&A) and initial public offerings (IPOs) have been down in the high-interest-rate environment.

Banks 100

Banks Mergers and Acquisitions Initial Public Offering Investment Banking 100

The Motley Fool

OCTOBER 21, 2024

if you invested $1,000 at the time of our recommendation, you’d have $845,679 !* Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Goldman's great at investment banking. That's up 4%.

Banks 130

Banks Investment Banking Investment Banks Mergers and Acquisitions 130

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 Banking 52

The Motley Fool

APRIL 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. 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

JMI Equity

JANUARY 7, 2025

Chase and Mac are two recent examples of our model in action they have both been with us for nearly a decade and have developed into exemplary practitioners of JMIs partnership-led approach to sourcing and investing in high-quality businesses and driving growth. He received a B.S. in Commerce from Santa Clara University.

Mergers and Acquisitions 40

Mergers and Acquisitions Enterprise Values Banks Investment Banking 40

The Motley Fool

MAY 9, 2024

if you invested $1,000 at the time of our recommendation, you’d have $554,830 !* Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Consider when Nvidia made this list on April 15, 2005.

Mergers and Acquisitions 130

Mergers and Acquisitions Banks Amortization Public Companies 130

The Motley Fool

JULY 30, 2024

if you invested $1,000 at the time of our recommendation, you’d have $683,777 !* Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Consider when Nvidia made this list on April 15, 2005.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

JANUARY 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. We continue to closely monitor our portfolios, taking credit tightening actions as appropriate. per share to $0.35

Banks 130

Banks Assets Investment Banks Investment Banking 130

The Motley Fool

JULY 14, 2023

We increased our allowance for credit losses by $949 million, primarily driven by our office portfolio, as well as growth in our credit card portfolio. Mike will discuss this in more detail, but I want to make the point that it is very hard to look at any one statistic and determine the risk in the portfolio.

Banks 130

Banks Assets Investment Banks Investment Banking 130

JMI Equity

OCTOBER 1, 2024

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

Leveraged Buyouts 40

Leveraged Buyouts Mergers and Acquisitions Investors Buyout 40

Axial

FEBRUARY 27, 2025

Axial first introduced quarterly League Tables in 2019 to recognize the top Investment Banks and M&A Advisory Firms on Axial based on platform data and activity. Brandywine Mergers and Acquisitions has been an Axial member since 2010 and has represented 124 deals on the platform.

Mergers and Acquisitions 59

Mergers and Acquisitions Education Private Equity Firms Private Equity Firms 59

The Motley Fool

MAY 3, 2024

I don't know if this is true but the portfolio of streaming apps that everyone has nowadays, it feels Netflix is the one that no one's letting go of. So within a month or so they think they're going to be finally done integrating the merger. Yeah, there were some common themes across the six big banks, but it was a mixed bag.

Banks 130

Banks Assets Accounting Mergers and Acquisitions 130

The Motley Fool

JANUARY 25, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. 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.

Investors 130

Investors Taxes Banks Education 130

The Motley Fool

JANUARY 28, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. We've got updates on the state of investment banking, some curious snacks in foot long form, and of course stocks on our radar.

Investors 130

Investors Banks Mergers and Acquisitions Legal 130

The Motley Fool

JANUARY 16, 2025

if you invested $1,000 at the time of our recommendation, youd have $834,951 !* Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Investment banking gained share of industry revenue in 2024.

Banks 130

Banks Leveraging Capital Accounting 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. We have the capacity inside the portfolio.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

OCTOBER 24, 2024

if you invested $1,000 at the time of our recommendation, you’d have $855,238 !* Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Consider when Nvidia made this list on April 15, 2005.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Financial Services Shareholders Mergers and Acquisitions 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. Do shadow banks pose systemic risks to the global financial system? Liquidity premium?

Banks 59

Banks Pension Funds Financial Institutions Investing 59

The Motley Fool

JANUARY 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. On Slide 13, we highlight the credit quality metrics for both our consumer and commercial portfolios. trillion noted on this page. billion in Q4.

Banks 130

Banks Taxes Accounting Assets 130

The Big Picture

JANUARY 9, 2024

Matt Levine : 00:05:09 There’s some of that, but like, you have to like, like yeah, you’re like writing merger agreements and then the other side is marking up the merger agreement and like you’re arguing over commas and stuff. What was your experience like? And I love that. I thought that was really fun.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

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