The Motley Fool

APRIL 23, 2024

Roughly $7 million worth of cancels came from a single client event, a historic merger of two major global banks in Europe that affected us across index, ESG, and analytics. Just last week, we closed our acquisition of the London-based index provider, Foxberry. Turning to our other recent acquisitions.

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Mergers and Acquisitions Hedge Funds Asset Management Banks 130

The Motley Fool

JUNE 16, 2023

In this podcast, Motley Fool senior analyst Jason Moser and host Deidre Woollard discuss: Whether the departure of Illumina 's CEO will impact the company's efforts to keep its Grail acquisition. He's been the subject of this activist attack from Carl Icahn -- which he outlasted -- over the Grail acquisition. And this is a big deal.

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Mergers and Acquisitions Mutual Funds Private Equity Firms Private Equity Firms 130

The Big Picture

JULY 11, 2023

Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. RITHOLTZ: So let’s talk a little bit about the history of acquisitions at Franklin Templeton.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Financing 88

The Motley Fool

OCTOBER 11, 2024

On October 1, we closed on our acquisition of Global Infrastructure Partners. We believe the model portfolio solution we're building with Partners Group will revolutionize access to private markets for wealth managers and improve portfolio outcomes for millions of households on an even bigger scale than what's been done with evergreen funds.

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Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

FEBRUARY 8, 2024

Now nearly two years after the merger, we put the work of operational integration behind us, and we have fully turned to the exciting work of growth, innovation, and execution. As we approach the two-year anniversary of the merger, we can definitively say it has been a success. Lastly, since the merger closed, we've returned $17.5

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Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Taxes 100

The Motley Fool

JANUARY 25, 2024

Mergers and acquisitions are becoming a bit more challenging. The main downside of 529, at least as far as most Motley Fool podcast listeners are concerned, is that you can only invest in mutual funds and not individual stocks. I think there are still some questions regarding the deal environment right now.

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Investors Taxes Banks Education 130

The Big Picture

JUNE 11, 2024

Peter is the guy I look to when I wanna learn things about how to build a firm, how to grow organically, how to think about acquisitions, how to structure your company, really to become an enterprise as opposed to merely being a business. You did no acquisitions. You’re working as an attorney for an advisory firm.

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The Big Picture

APRIL 25, 2023

I mean, at first, I got out of undergrad, and a degree in finance coming out of a small college at the time, Quinnipiac College, the gigs I was offered were essentially customer service jobs at mutual funds, call service, manning the phones, which I was no stranger to. It doesn’t help you with client acquisition.

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Legal Law Firms Consultants Consulting 64

The Motley Fool

JANUARY 22, 2025

This is a company that was planning to be acquired by Japan's Nippon Steel , the proposed acquisition was first announced back in December of 2023, but it was blocked by the Biden administration about two weeks ago due to national security concerns. First up, that sale that's hit a snag is US Steel. Why do that?

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Bidding Taxes Mergers and Acquisitions Education 130

The Motley Fool

DECEMBER 25, 2024

What killed a merger between Kroger and Albertsons. Last week, a federal judge in Oregon blocked what was going to be a massive merger, $25 billion merger between Kroger and Albertsons. Ricky Mulvey: The money intended for the merger on both sides is going to be used for stock buybacks. You heard it here first.

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Mergers and Acquisitions Mutual Funds Taxes Shareholders 130

The Motley Fool

JANUARY 29, 2025

And for Private Capital Solutions, I think at the time of the acquisition, you talked about accelerating revenue growth from mid to high teens to 20%. It's -- and we've -- we're measurably lowering the cost of data acquisition. I was wondering if you can provide a bit more color on that. Wiechmann -- Chief Financial Officer Sure.

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Asset Management Hedge Funds Assets Mergers and Acquisitions 130

Blackstone

DECEMBER 20, 2023

Our Tenth Surprise focused on Elon Musk’s acquisition of X (formerly Twitter). Old-economy stocks do better than new, but at least two household names in American industry agree to mergers to avoid Chapter 11 filings. For that reason, we always included a Surprise that was a little offbeat.

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Mergers and Acquisitions Taxes Mutual Funds Assets 104

The Motley Fool

FEBRUARY 11, 2025

The largest investment management firm in the world lowered the expense ratio on 168 of its mutual funds and exchange-traded funds (ETFs). Vanguard recently executed its largest cut to investment fees in its roughly five-decade existence. Travis Hill, acting chairman of the Federal Deposit Insurance Corp.

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Mergers and Acquisitions Mutual Funds Exchange-Traded Funds Banks 147

The Big Picture

APRIL 8, 2025

And so that merger happened, I wanna say somewhere in the, in the early two thousands we became Alliance Bernstein. And one of the fascinating things about Sallie Krawcheck was her defense of the Merrill Lynch brands Post merger. And they started to explore these other acquisitions. There Lisa Shalett : Were certainly remnants.

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Mergers and Acquisitions Assets Banks Consultants 59