Private Equity Wire

JULY 24, 2024

Global private investment firm KKR is to acquire Janney Montgomery Scott, a wealth management, investment banking and asset management firm with over $150bn in assets under administration, from The Penn Mutual Life Insurance Company.

Asset Management 96

Asset Management Investment Banking Private Companies Investment Banks 96

Private Equity Professional

SEPTEMBER 10, 2024

Selling an individual or family-owned private company used to be like hitting a golf ball. If investment bankers were beginning a sale assignment in 2010, they would ask the business owners to share information on past exchanges with potential buyers. Today it’s more like swinging at a 98-mph, split-finger fastball. Let’s talk.

Mergers and Acquisitions 100

Mergers and Acquisitions Due Diligence Private Equity Firms Private Equity Firms 100

Private Equity Wire

OCTOBER 22, 2024

Global law firm Ropes & Gray has named 12 of its existing attorneys as the firm’s latest Partners, effective 1 November, including several whose practices cater for private equity and other private credit and private fund clients. She brings years of experience counseling clients on a wide array of deal strategies.

Mergers and Acquisitions 75

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

Private Equity Wire

JULY 12, 2023

PE veteran joins Jacmel as co-Managing Partner Submitted 12/07/2023 - 11:22am Jacmel Growth Partners, a minority-owned, private investment firm focused on strategic growth and partnership with midsize companies, has appointed private equity and finance veteran Jorge Mora as co-Managing Partner.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investment Banking Private Companies 52

SuperAngel.Fund

NOVEMBER 4, 2024

A buyer offers to purchase secondary. - “Secondary” refers to the process of buying shares in a private company directly from one of its shareholders. - The transaction occurs privately between two sellers at a price and on terms that each party agrees to. However, the company is also required to give its approvals.

Startups 52

Startups Initial Public Offering Angel Investors Shareholders 52

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. The fund has ballooned to $50.7

Banks 59

Banks Pension Funds Financial Institutions Investing 59

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.

Securities and Exchange Commission (SEC) 122

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

Oakhill

MAY 4, 2023

SCP provides public and private companies with capital for purposes of growth, recapitalization, and leveraged buyouts. SCP identifies opportunities to work with industry-leading management teams with a long-term perspective. For more information, see www.stephenscapitalpartners.com. Stephens Inc.

Capital 40

Capital Leveraged Buyouts New York Stock Exchange Private Equity Firms 40

The Big Picture

NOVEMBER 22, 2022

But if you don’t, if you grew up in a market, where there’s not an investment bank, there’s nothing other than a branch bank for one of the multi-dimensional financials, then you’re not really going to have an understanding of what that career looks like at a young age. Your parent may work there.

Financing 59

Financing Finance Hedge Funds Venture Capital 59

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. How did those experiences lead to a career in private equity? 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

The Big Picture

AUGUST 8, 2022

In the financial crisis, let’s remember, Goldman Sachs and Morgan Stanley became bank holding companies. ADMATI: They were investment banks. ADMATI: We’re at the mercy of these private companies. RITHOLTZ: Because they’re private companies. RITHOLTZ: Right. RITHOLTZ: Right.

Banks 81

Banks Debt Financing Finance 81

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. Really interesting. In terms of being that specific.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

Pension Pulse

JULY 4, 2023

The company leaks more water than any other water company in UK, losing the equivalent of up to 250 Olympic size swimming pools every day from its pipes. Its chief executive, Sarah Bentley, resigned last week, weeks after she was asked to forgo her bonus over the company's handling of sewage spills.

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

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. Whereas in a public company merger, like it doesn’t really work that way.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Big Picture

JUNE 13, 2023

So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs. I joined, effectively, Deutsche Bank. We decided to try to have a go on our own. We were 28, 30 respectively.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. KENCEL: It’s the investment banking affiliate.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

The Big Picture

FEBRUARY 28, 2023

I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. So if you’re an institution investing $100 billion today, or $50 billion, or $10 billion, private markets is already a big part of your portfolio.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

MARCH 25, 2025

On top of that, it owns dozens of private companies and nonmarketable securities. The company opened hundreds of new financial centers over the last few years, which helped it add 213,000 net new consumer checking accounts last quarter, marking six consecutive years of quarterly growth. portfolio is highly diversified.

Companies 241

Companies Portfolios Banks Investing 241

Private Equity Professional

FEBRUARY 27, 2025

Canaccord Genuity has appointed Thomas (Tom) Murphy as a managing director to lead its aerospace and defense investment banking activities within its United States investment banking platform. 2025 Private Equity Professional | February 27, 2025

Mergers and Acquisitions 100

Mergers and Acquisitions Transaction Execution Investment Banking Investment Banks 100

The Motley Fool

JANUARY 22, 2025

In this podcast, Motley Fool contributor Matt Frankel and host Mary Long break down big bank earnings. They also discuss: Why comparisons to 2023 give banks more credit than they may deserve. The split between JPMorgan 's investment banking and consumer businesses. Growing interest in private credit markets.

Banks 130

Banks Investment Banking Investment Banks Taxes 130

The Motley Fool

JUNE 22, 2023

Do you feel like this reception maybe opens the door for some of those other big-name private companies out there? Well, the big investment banks. Dylan Lewis: Matt, I think a lot of people are paying attention to this one because we have been so desperate for new names in the market.

Mergers and Acquisitions 130

Mergers and Acquisitions Legal New York Stock Exchange Capital 130

The Big Picture

DECEMBER 17, 2024

You end up doing investment banking in New York in the mid nineties. 00:04:32 [Speaker Changed] Well, when I was at, when I went to Columbia, you know, I did the engineer, I worked in an engineering company, and I thought I wanted something, a higher level, more strategic in nature. What was that like? Classical role for A MBA.

Mutual Funds 52

Mutual Funds Financing Finance Investment Banks 52

The Big Picture

FEBRUARY 17, 2025

So when I resigned from JP Morgan to pursue my MBA at Harvard, I applied to and got accepted into Morgan Stanley’s MBA fellowship within the investment bank. Within the investment bank. So 00:11:21 [Speaker Changed] You traveling all over the world to kick tires of these private companies or Yeah.

Investing 59

Investing Funds Financing Finance 59

The Big Picture

NOVEMBER 4, 2024

It sits on the fax machine somewhere on for hours 00:23:56 [Speaker Changed] Until someone, anybody can see it, you know, the sanitation worker that night can, you know, like see the whole thing’s crazy so much for privacy and somehow, you know, your private email is not private enough. So, 00:24:07 [Speaker Changed] Yeah.

Banks 52

Banks Startups Boutique Investment Banks Companies 52