Deal Lawyers

JULY 26, 2023

The key takeaways from […]

M&A 100

M&A Private Equity Investment Banking Advisory 100

Mergers and Inquisitions

JULY 17, 2024

If you have the option to work in finance in different parts of the world, investment banking in India should be at the bottom of your list. But the main problem is that winning a “true” front-office investment banking role in India is virtually impossible, even if you have outstanding academic credentials and work experience.

Investment Banking 59

Investment Banking Banking Bank Investment 59

Sica Fletcher

APRIL 11, 2024

This article examines the most common types of insurance agency sellers, which we break down into two distinct categories: the owners - agency CEOs and founders - and the partners - professionals in charge of overseeing a sale to ensure the best outcome.

Insurance 52

Insurance Advisory M&A Investment Banking 52

American Banker - Investment Banking

JANUARY 13, 2025

The Federal Deposit Insurance Corp. granted nonbank investment firm BlackRock an extra month to come to an agreement with the agency over its substantial stakes in certain FDIC-regulated firms, a matter that Republicans and Democrats have both expressed concern about.

Insurance 97

Insurance Banking Bank Investment 97

Sica Fletcher

MARCH 26, 2024

This article outlines how to sell an insurance agency by chronological steps, with a quick overview of the process in the table immediately following. We also include some key insights we’ve gathered over several decades of selling insurance agencies. private equity firms, investment banks, individual investors).

M&A 52

M&A Insurance Valuation Advisory 52

Mergers and Inquisitions

FEBRUARY 2, 2022

But the true inflation rate is likely at 10-20%, and global investment banking fees were up by even higher percentages! What Happened to Investment Banking Fees? 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.

Investment 130

Investment Investment Banking Bank Banking 130

Street of Walls

AUGUST 27, 2012

Investment banking volumes were mediocre on the week amidst the summer doldrums Equity underwriting volumes of $10.7 However, over 80% of the total volume in the week was the result of a $9 billion private placement by Bank of Communications in China in order to help meet the country’s capital requirements.

M&A 40

M&A Investment Banking Investment Banking 40

Global Banking & Finance

NOVEMBER 6, 2024

By Mathieu Rosemain PARIS (Reuters) – Credit Agricole SA shares fell nearly 6% after the French bank reported mixed quarterly results, marked by record investment banking sales, a slightly smaller-than-expected drop in earnings and a surprise fall in insurance revenues.

Shares 40

Shares Insurance Investment Banking Bank 40

Street of Walls

OCTOBER 1, 2012

The Markit iTraxx 5-year SovX Western Europe Index, which tracks Western European sovereign debt CDS (cost of insuring against default), rose (deteriorated) by 12% in the week, but has declined (improved) in fifteen of the prior seventeen weeks. While the index rose (deteriorated) by 5% in 2Q12, the index declined (improved) 48% in 3Q12.

Investment Banking 40

Investment Banking Investment Underwriting Banking 40

M&A Leadership Council

AUGUST 17, 2023

At CAN Insurance, Ray was CIO responsible for leading global IT, including U.S. Mortgage CIO where he led Technology and Operations efforts to divest ABN AMRO’s mortgage operations to Citibank. Ray was involved in and led the IT function for 12 acquisitions that helped ABN AMRO in North America grow from $20B to $120B.

Insurance 52

Insurance Private Equity Investment Banking Acquisitions 52

World Finance

SEPTEMBER 10, 2019

Nigeria’s insurance industry is set for a drastic transformation when a collection of far-reaching reforms take hold

Insurance 52

Insurance Banking Bank Investment Banking 52

Focus Investment Banking

MARCH 10, 2025

This target is negotiated and agreed upon, and the investment banking advisor will play a large role here. Clearly break out expenses (insurance broken out by auto, health; salaries broken out by owner, employee; and so on.) Have a conversation with your bookkeeper about the below and hold them accountable.

Investment 52

Investment Book-building Sale Business 52

The Deal

FEBRUARY 6, 2024

And with an aim of three times growth over that span, or about 30% to 40% compound annual growth, the Philadelphia-based wealth manager and investment bank is on a path to grow its current business and add more lines of expertise through acquisition. FIG specialized in serving community banks.

Middle Market 52

Middle Market Investment Banking Capital Market Bank 52

OfficeHours

AUGUST 25, 2023

This means that banks commit to providing debt financing for a transaction, and then they syndicate this debt out to a variety of investors and pocket a fee for this service (say, 2-3% on average). Compared to a syndicate of banks, each with different teams for industry coverage, leveraged finance, syndicate, credit committees, etc.,

Private Equity 130

Private Equity Equities Debt Finance 130

Mergers and Inquisitions

MARCH 22, 2023

Insure the Deposits – But this is expensive and is available only up to a certain per-account limit in most countries, such as CHF 100,000 in Switzerland and $250,000 in the U.S. They may keep some CS investment bankers in the U.S. and Asia, especially in sectors like tech and TMT investment banking , but Europe is much more uncertain.

Banking 98

Banking Bank Government Investment Banking 98

Razorpay

AUGUST 9, 2023

Regular individuals have retail banks. Huge corporations have investment banks. The answer: Merchant banks. Merchant banks are a very important part of the financial ecosystem, since they support the largest chunk of businesses – the mid-sized ones. What is a Merchant Bank?

Banking 52

Banking Bank Business Underwriting 52

Mergers and Inquisitions

MARCH 13, 2023

The result was a modern bank run , as depositors attempted to withdraw $42 billion in deposits – almost 25% of the bank’s total – in a single day. Deposits up to $250K are insured in the U.S., In other words, banks get to pretend their massive losses on bonds “do not exist.”

Banking 123

Banking Bank Funds Government 123

The TRADE

AUGUST 2, 2024

Specifically, the new entity would be a leading player in long term savings assets for insurers and pension funds, BNP Paribas said in its Thursday statement.

Asset Management 59

Asset Management Investment Manager Management Investment 59

Focus Investment Banking

JUNE 13, 2023

Scale can also allow practices to negotiate better contracts with insurers and get better deals on supplies and equipment. An experienced investment bank with a focus on the sell-side of M&A deals can help physician groups find the right partner and maximize the terms of a deal.

Private Equity 52

Private Equity Equities Healthcare Medical 52

Peak Frameworks

MAY 2, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Insurance Policies: These are classic examples where the insurer promises compensation for losses under specific conditions, against premium payments.

Finance 52

Finance Finance Insurance Financial Transaction 52

Focus Investment Banking

DECEMBER 26, 2023

The State of the M&A Market kicked off the 9 am start, and since the expert panel included insurance industry representatives, the discussion began with a deep dive into the exciting world of rep & warranty insurance. The post Recap: 2023 Midwest M&A/Private Equity Forum appeared first on FOCUS Investment Banking LLC.

Private Equity 52

Private Equity M&A Equities Insurance 52

Peak Frameworks

AUGUST 24, 2023

Unsought Products Items consumers do not generally think of buying but purchase due to sudden events or perceived needs , like insurance or funeral services. MetLife, a leading insurance company, falls into this category.

Private Equity 52

Private Equity Finance Finance Investment Banking 52

The TRADE

SEPTEMBER 25, 2023

Previously in his career, he served as president and chief executive of TD Ameritrade Holding Corporation for eight years and as vice chairman of TD Bank Financial Group. Prior to joining TD, he was president and chief executive of London Life and London Insurance Group.

Sale 64

Sale Trading Electronics Bank 64

Chesapeake Corporate Advisors

MAY 2, 2023

If representation & warranty insurance is available but the buyer instead requires an escrow to cover breaches of representation of warranties or a shortfall in net working capital delivered at closing, suddenly the deal could be worth less than you may have originally anticipated.

Business 52

Business Investment Banking Corporation Advisory 52

Sun Acquisitions

MAY 26, 2022

Investment Banks. When thinking about where to sell a small business, few people consider investment banks. If your small business’ revenue falls comfortably within this range, you’ll likely be a good match with an investment bank. And it typically employs anywhere from 100 to 1,500 people. M&A Brokers.

Business 52

Business Broker Investment Banking Mergers and Acquisitions 52

Focus Investment Banking

JULY 10, 2023

Second, they developed discount programs with uniform vendors, parts houses and even insurance companies as value-added benefits to their members. ITDG also has a captive insurance company offering members workers compensation insurance, in addition to many of the other benefits and discounts its vendor partners offer.

Mergers and Acquisitions 52

Mergers and Acquisitions Education Profitability Insurance 52

Peak Frameworks

SEPTEMBER 18, 2023

Impact on Cost Structure Determining when the title of goods changes hands affects revenue recognition, insurance liabilities, and transportation costs. FOB is just one of these terms, with others like CIF (Cost, Insurance, and Freight) or DDP (Delivery Duty Paid) offering alternative distributions of risks and costs.

Private Equity 52

Private Equity Negotiation Transportation Valuation 52

Peak Frameworks

AUGUST 24, 2023

This includes the cost of transportation, packaging materials, and insurance. If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. These costs incentivize sales teams to achieve their targets.

Utilities 52

Utilities Private Equity Finance Finance 52

Focus Investment Banking

OCTOBER 23, 2023

Investing in real estate not only provides upside in value, but it also offers tax benefits, such as deductions for rent, insurance, upkeep and property taxes. Stay committed to your long-term investment plan and resist the urge to make impulsive decisions based on short-term market volatility.

Funds 52

Funds S&P Investment Business 52

Focus Investment Banking

JUNE 17, 2024

A solution to avoiding this type of escrow and to feeling good about attesting to everything is to get representation and warranties insurance. Like it sounds, reps and warranties insurance protects both the buyer and seller if an unforeseen problem arises. There are several companies that specialize in this type of insurance.

M&A 52

M&A Financial Statement Capital Insurance 52

Peak Frameworks

MAY 8, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Insurance Purposes: For insurance coverage, the salvage value of assets is often considered to determine the appropriate level of insurance needed.

Finance 52

Finance Finance Book-building Accountant 52

Peak Frameworks

AUGUST 15, 2023

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. Institutional Shareholders Institutional shareholders are entities such as mutual funds, pension funds, and insurance companies that invest in shares.

Shares 52

Shares Financial Statement Stock Corporation 52

Focus Investment Banking

AUGUST 20, 2023

As an added benefit, customers for these services tend to be in a bit of a better mood and more willing to spend on non-insurance, more profitable work. Cole Strandberg, a FOCUS Principal, joins the FOCUS team following nearly a decade of banking and operational experience in the automotive, transportation, and distribution industries.

Profitability 52

Profitability Investment Transportation IT 52

RKJ Partners

AUGUST 6, 2017

The use of an investment banking firm greatly enhances the probability of maintaining confidentiality throughout the process by providing a communication layer outside of the company and managing buyer access to information. What characteristics should seller try to identify in an investment banking firm?

M&A 40

M&A Sale Negotiation Investment Banking 40

Focus Investment Banking

JULY 19, 2023

More physicians find themselves spending less time caring for their patients and more time dealing with things like regulatory compliance, billing and scheduling, personnel and staffing matters, marketing, and insurance and reimbursement issues—matters often better handled by professional managers.

Private Equity 52

Private Equity Equities Healthcare Hospitality 52

Peak Frameworks

SEPTEMBER 10, 2023

Consequently, professionals working in private equity, corporate finance, or investment banking should have a comprehensive understanding of ESG scoring. A solid knowledge of ESG factors can enhance investment strategies, improve stakeholder engagement, and mitigate potential risks.

Government 52

Government Private Equity Investment Banking Investment 52

Focus Investment Banking

OCTOBER 7, 2024

Updates to this second edition include quality of earnings reports, representation and warranty insurance, how to hire investment bankers, changes to the offering documents, the rise of family offices, and the ubiquity of adjusted EBITDA (earnings before interest, tax, depreciation, and amortization) as a basis for valuation.

Mergers 52

Mergers Acquisitions Mergers and Acquisitions M&A 52