The TRADE

JUNE 5, 2024

“BlackRock is proud to be a founding investor in the Texas Stock Exchange to increase liquidity and improve market efficiency for BlackRock’s clients and other investors in the US capital markets,” said a BlackRock spokesperson. Citadel Securities had not responded to a request for comment at the time of publishing.

Securities 111

Securities Investors Capital Raising Financial Institution 111

The TRADE

JANUARY 22, 2025

I was there through 2015, then Bank of America, before I joined Conversant Capital in early 2021. He envisioned Conversant as a platform to capitalise on real estate opportunities across the liquidity spectrum in both public and private and up and down the capital structure including equity and credit.

Funds 59

Funds Capital Capital Market S&P 59

Growth Business

NOVEMBER 28, 2023

Some pension funds, such as Aviva and Legal & General, agreed to place five per cent of their investments into private equity and early-stage businesses, potentially unlocking £50 billion by 2030.

Funds 105

Funds Investment Capital Investors 105

Mergers and Inquisitions

OCTOBER 30, 2024

Corporate finance jobs at normal companies are bad … …if you’re using them to break into a deal-based field, such as investment banking , private equity , or venture capital , or as a “Plan B” if you interview around but do not get into one of these.

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Growth Business

JULY 10, 2023

Hunt hopes the pension reforms will improve the funding environment for start-ups and make UK capital markets more attractive, following a trend by UK start-ups to list on NASDAQ over the London Stock Exchange such as Cambridge-based chip company Arm.

Funds 94

Funds Government Capital Private Equity 94

Global Banking & Finance

APRIL 5, 2024

Edward, thanks for joining […]

Equities 40

Equities Private Equity Investment Manager Capital Market 40

Mergers and Inquisitions

MAY 10, 2023

The basic difference is that the international bulge bracket banks tend to be stronger in M&A advisory and weaker in equity and debt capital markets. Among the elite boutiques , Evercore has the strongest presence in Singapore, and Rothschild also works on many deals, mostly in the middle-market space. 7,200 | U.K.:

Investment Banking 105

Investment Banking Bank Banking Investment 105

Mergers and Inquisitions

FEBRUARY 2, 2022

After an initial slowdown when the pandemic first struck in early 2020, banks have generated record-high fees from M&A and capital markets deals. How does this higher compensation change the investment banking vs. private equity decision and the appeal of IB vs. other industries?

Investment 130

Investment Investment Banking Bank Banking 130

Cooley M&A

SEPTEMBER 30, 2021

Judges selected finalists for the Transatlantic Corporate Team of the Year award based on standout corporate transactions in one of the following fields: IPOs, public M&A, private equity or corporate reorganizations.

Corporation 40

Corporation Private Equity IPO M&A 40

The Deal

FEBRUARY 7, 2024

In our financial sponsor coverage effort, we tend to focus on the larger household name private equity firms, the likes of KKR, Blackstone, Apollo, Brookfield, etc., and Greenhill has leaned towards the mid-market financial sponsors,” Katz said. Capstone, too, has a penchant for middle market deals.

Middle Market 52

Middle Market Private Equity Advisory M&A 52

How2Exit

JUNE 10, 2024

Throughout his career, he has been instrumental in underwriting IPOs for family-held businesses and tracking the evolution of private equity. The discussion dives deep into the evolution of the capital markets, the rise of private equity, and the intricate process behind selling a business.

Investment Banking 100

Investment Banking Business Investment Banking 100

Intrepid Banker Insights

JUNE 5, 2024

Intrepid’s Supply Chain & Logistics Group will offer M&A advisory and other capital markets support to middle-market companies offering transportation & logistics services and a diverse range of mission-critical supply chain solutions. He will be based in Intrepid’s Charlotte office.

Transportation 52

Transportation Private Equity Advisory Middle Market 52

The Harvard Law School Forum

SEPTEMBER 22, 2022

It is likely that direct lenders will step in to pick up some of the slack left by more cautious capital markets. Either way, buyers dependent on acquisition financing will need to adjust for this accordingly—potentially, by using their cache of dry powder to write larger equity checks.

M&A 98

M&A Finance Finance Capital 98

Focus Investment Banking

SEPTEMBER 16, 2024

During his time with Autotality, the company partnered with a private equity firm and subsequently made six add-on acquisitions, eventually quadrupling in size. Strandberg was responsible for the company’s growth efforts, including key account management, strategic sales & marketing, and various operational management functions.

Management 52

Management Investment Banking Mergers and Acquisitions Transportation 52

Mergers and Inquisitions

NOVEMBER 22, 2023

As another example, some argue that UBS should not be a bulge bracket bank because it has focused on wealth management and areas outside the capital markets. For example, Wells Fargo always does well in debt capital markets but much worse in M&A advisory and equity capital markets.

Bulge Bracket 105

Bulge Bracket Bank Banking Boutique 105

Tyton Partners

DECEMBER 19, 2024

Gregory Finkelstein, Managing Director Starting in Fall 2024, the capital markets began to loosen up with interest from many directions venture and private equity, strategics, and founder-led organizations alike indicating the likelihood of increased activity entering 2025. If not now, when?

Education 91

Education Private Equity Capital Management 91

Focus Investment Banking

MARCH 3, 2024

I’ve been doing transactions in the automotive aftermarket since helping America’s Service Station’s private equity owner sell 30 stores in Texas in 2002 to a strategic buyer. The first is Private Capital Markets by Rob Slee (John Wiley & Sons: 2011). And that’s all it took to become an investment banker.

Negotiation 52

Negotiation Middle Market Private Equity Capital Market 52

Focus Investment Banking

JULY 31, 2023

This article focuses on how medical practices are valued by private equity-backed groups, and to an extent, health systems and other strategic acquirers. Physician practices are almost always valued on a multiple of EBITDA basis in transactions with private equity groups or similar buyers. We explore each in turn below.

Medical 52

Medical Private Equity Healthcare Professional Services 52

Tyton Partners

APRIL 10, 2024

Excolere Equity Partners is a leading middle market private equity firm that leverages its deep sector experience and strategic and operational expertise to accelerate the growth and enhance the impact of companies in the Education and Human Capital sector.

Education 52

Education Medical Private Equity Equities 52

The Deal

JUNE 22, 2023

Bain Capital LLC is already hard at work pruning the platform, The Deal has learned. The private equity and credit giant is planning to carve out one of the U.S. Less than a year after closing on the 817 billion yen ($5.84 billion) purchase of Japan’s Hitachi Metals Ltd.,

Manufacturing 52

Manufacturing Private Equity Business Capital 52

How2Exit

MAY 2, 2023

Concept 8: Unlock Private Capital Markets One way to unlock private capital markets is to focus on businesses that have reached a certain level of success. By doing this, businesses can unlock private capital markets and ensure that their business is successful in the long-term.

Sale 130

Sale Business Book-building IT 130

Razorpay

AUGUST 9, 2023

JM Financial: Full-service merchant bank with a focus on emerging markets, providing services such as debt and equity capital markets, M&A advisory, and restructuring. Axis Capital: Leading merchant bank with a focus on debt capital markets, providing services such as debt issuance, restructuring, and advisory.

Banking 52

Banking Bank Business Underwriting 52

The Deal

JULY 18, 2023

As many private credit firms reduce their hold sizes, borrowers in need of more financing to pursue add-ons must reach out to new lenders to come into the deal, according to Jess Nels, managing director in the capital markets team at Churchill Asset Management LLC.

Debt 52

Debt Finance Finance Private Equity 52

Mergers and Inquisitions

MAY 29, 2024

The term “Project Finance” at large banks refers to a group that operates like Debt Capital Markets or Leveraged Finance but for infrastructure rather than normal companies. However, many people also use the term more broadly to refer to equity, debt, and advisory for infrastructure assets. an equity IRR of 7% to 13%).

Corporate Finance 59

Corporate Finance Financial Modeling Financial Models Finance 59

Tyton Partners

JANUARY 18, 2024

Higher Education Transactions The Higher Education market continues to grapple with the reality of a declining enrollment forecast, decreasing value proposition due to the volume of job-specific courses and certifications available to students, and lessening degree requirements from many employers.

Education 52

Education Sale Middle Market Mergers and Acquisitions 52

Periculum Capital

MAY 14, 2024

based private equity investor that specializes in acquiring software businesses in partnership with top mid-career executives. The firm’s primary services include M&A, capital markets, and restructuring advisory, as well as specialized merchant banking services.

Sale 52

Sale IT Mergers and Acquisitions Advisory 52

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. This prompted Richard to apply to law school and he graduated from law school while working at the investment bank.

Capital 130

Capital Investors Business Investment 130

Focus Investment Banking

JULY 3, 2024

Written by Claire McDonnell IT-focused managed service providers (MSPs) appear to be an ideal investment pick for private credit lenders and private equity sponsors alike. A flurry of activity in this space, including recapitalizations and repricing, may be around the corner, market participants say.

IT 40

IT Private Equity Debt Finance 40

Periculum Capital

MARCH 11, 2022

SHHS had spent the prior two years enabling its operations with the best technology tools, so Periculum positioned the company as a technology-enabled regional home-based care platform and contacted a large set of private equity and strategic buyers with a focus on this type of opportunity. appeared first on Periculum Capital.

Sale 52

Sale IT Healthcare Capital 52

Focus Investment Banking

AUGUST 6, 2023

While measurement and reporting standards continue to evolve, every major developed capital market around the globe is focused on implementing some form of mandatory ESG reporting,” Grant Thornton said. Required Regulation : To a greater degree, governments around the world are requiring companies to implement ESG standards.

Middle Market 52

Middle Market Business Government Profitability 52

Sica Fletcher

AUGUST 6, 2024

MidCap Advisors Stats Dowling & Partners Securities Dowling & Partners Securities specializes in equity research and broker-dealer services, providing investment banking services for insurance agencies as part of their capital markets department.

Investment Banking 52

Investment Banking Insurance Bank Banking 52

Focus Investment Banking

FEBRUARY 12, 2024

I can easily see how at least 25 strategic buyers and maybe 25 private equity groups — half in Texas — might have signed non-disclosure agreements (NDAs) to look at each business and we might have generated maybe seven solid offers for each, had we been hired. We use what are called confidential private auctions.

Negotiation 52

Negotiation Mergers and Acquisitions Business Private Equity 52

Focus Investment Banking

OCTOBER 6, 2023

They whisper in the ear of these owner clients that today is not a good time to be in the capital markets, with high interest rates and limited activity. Quite the contrary, this market has provided substantial opportunities for brands that could be categorized as “unicorns.”

Valuation 52

Valuation Business Capital Raising Capital 52

Mergers and Inquisitions

FEBRUARY 28, 2024

As with equity research and hedge fund roles, there are two main options for breaking in: Complete the CFA , get fixed income-related internships, and start working directly in FI research, either at a bank or a buy-side firm. Sometimes, fixed income traders even get in (depending on their desk and role).

Equities 59

Equities Asset Management Debt Funds 59

Tyton Partners

FEBRUARY 3, 2025

As the Federal Reserve moves toward a more predictable and potentially lower rate trajectory, financing conditions are expected to improve, enabling both strategic buyers and private equity investors to pursue transactions with greater confidence.

Education 52

Education Sale Investors Medical 52

How2Exit

JULY 13, 2023

These individuals have ambitions for growth and are driven by business expansion, capitalization, marketing, and other related factors. Finally, the guests discuss the current market trends in private equity and capital raising.

Business 130

Business Collaboration Mergers and Acquisitions Valuation 130

Mergers and Inquisitions

JULY 17, 2024

Firms like the State Bank of India (SBI Capital Markets), IIFL, Arpwood, Trust Group, AK Financial Services, HDFC, Edelweiss, Veda, and o3 Capital are also well-regarded but are closer to middle-market or “in-between-a-bank” firms. 70 hours per week for Analysts rather than ~80+ per week).

Investment Banking 59

Investment Banking Banking Bank Investment 59