The TRADE

JANUARY 22, 2025

I spent the first 20 years of my career at the global bulge bracket banks, first in investment banking and then on the institutional equity desks, in a cross-asset and special situations role. There’s a very healthy dialogue at all times at both the portfolio-level and the position-level. We are nimble and agile.

Funds 57

Funds Capital Capital Market S&P 57

How2Exit

MAY 23, 2023

He then worked for what are called bulge bracket investment banks, mostly in the capital market space. Castle Placement specializes in raising private equity and debt capital for clients. After four years, in 1990, the economy was slow and the deal flow was slow. In 2000, Richard's partner left and he left for Bear Stearns.

Capital 130

Capital Investors Business Investment 130

Wall Street Mojo

FEBRUARY 9, 2024

The primary sources of LMM companies are primarily different forms of debt and credit line lending systems. 3 – Mezzanine debt LLM firms mostly use it at the time of acquisitions as it uses equity in some form or another; the main advantages of it are negligible or no dilution, mostly favoring family-run enterprises.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

Mergers and Inquisitions

JANUARY 10, 2024

By contrast, investment banking is more about advising companies on transactions such as M&A deals , equity and debt deals , and restructuring. Think: benchmarking portfolios rather than modeling companies. .” There’s much less technical work because your analysis tends to be very high-level.

Investment Banking 59

Investment Banking Management Bank Banking 59

Mergers and Inquisitions

FEBRUARY 28, 2024

Partially, it’s an issue of accessibility: Everyone understands what happens to the stock price if a company beats earnings… …but few people understand what it means if a company is set to violate a debt covenant on page 214 of its credit agreement. the appropriate debt vs. equity mix, and additional capital needs over the next few quarters.

Equities 59

Equities Asset Management Debt Recruitment 59

Mergers and Inquisitions

SEPTEMBER 11, 2024

Renewable Energy Investment Banking Definition: In renewable energy investment banking, bankers advise companies in the solar, wind, biofuel, storage, battery, smart grid, electric vehicle, hydrogen, hydroelectric, and carbon capture verticals on equity and debt issuances, asset deals, and mergers and acquisitions.

Investment Banking 59

Investment Banking Banking Bank Investment 59

Cooley M&A

FEBRUARY 1, 2024

billion sale of portfolio company Adenza to Nasdaq – PE-backed tech exits also took a hit in 2023, with total deal values declining 35% versus 2022. [2] Continuing the trend we noted for 2022 , sponsors increasingly used private credit sources in lieu of the syndicated debt markets to finance buyouts in 2023. in 2022 to 5.9x

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59