CNBC: Investing

OCTOBER 27, 2023

The stock market could see further damage if one key index can't hold an important technical level, according to Bank of America.

S&P 123

S&P Banking Bank IT 123

CNBC: Investing

DECEMBER 26, 2024

This real estate investment trust has had a tough 2024, and its a prime candidate for a cash-covered put strategy.

S&P 111

S&P IT Investment 111

CNBC: Investing

JULY 4, 2023

The investment bank found the top 10 stocks in the S&P 500 were responsible for 32% of the benchmark's return in the average year since 1995.

S&P 98

S&P Investment Stock Investment Banking 98

Focus Investment Banking

MARCH 10, 2025

Corporate structure Whether youre a C-Corp or S-Corp can affect taxes at sale. Optimize Working Capital (One Year Ahead) What It Is: Net Working Capital (NWC) is Current assets minus current liabilities (A/R + Inventory A/P + Accrued Expenses), excluding cash, which you keep (in a typical cash-free, debt-free transaction).

Investment 52

Investment Book-building Sale Business 52

The TRADE

JUNE 23, 2023

The integrated solution from Bloomberg and S&P Global Market Intelligence has launched a new solution to streamline syndicated primary bond market workflows. The solution connects Bloomberg’s fixed income execution management system, TSOX and &P Global Market Intelligence’s InvestorAccess platform.

S&P 59

S&P Portfolio Management Electronics Portfolio 59

CNBC: Investing

FEBRUARY 12, 2025

The investment bank also raised its price target on Doordash.

S&P 72

S&P Banking Bank Investment Banking 72

CNBC: Investing

APRIL 29, 2025

If history is any indication, investors could win big by this time next year, Wells Fargo Investment Institute found.

S&P 63

S&P Investors Investment 63

Sica Fletcher

OCTOBER 27, 2023

S&P Global’s 2023 September YTD Market Intelligence League Table Released NEW YORK, NY - October 27, 2023 - Sica | Fletcher, a premier financial advisory firm, retains its commanding presence in the #1 spot on S&P Global’s Market Intelligence League Table, a position the firm has held quarter-over-quarter since 2017.

M&A 98

M&A S&P Insurance Advisory 98

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. When Mike called me about the opportunity to join Conversant, he emphasised the firm’s long-term, buy-and-hold strategy, akin to private equity.

Funds 59

Funds Capital Capital Market S&P 59

Global Banking & Finance

FEBRUARY 7, 2024

Exclusive-UAE wealth fund plans $4-5 billion in investments via India’s new finance hub – sources By Jayshree P Upadhyay (Reuters) – Abu Dhabi Investment Authority (ADIA), the largest sovereign wealth fund in the United Arab Emirates (UAE), is setting up a $4-5 billion fund to invest in India through a tax-neutral finance hub in Prime (..)

Finance 52

Finance Finance Funds Investment 52

PE Hub

JANUARY 16, 2024

General Atlantic moves for sustainable infrastructure firm Actis; S&P Global Market Intelligence confirms what we already knew – that 2023 had a big drop-off in dealmaking; new pharma deals from Vesey Street Capital and Aquiline Capital; Battery Ventures' majority investment in a decision-support software and data science company.

S&P 76

S&P Business Capital Investment 76

Sica Fletcher

AUGUST 21, 2024

The sections below outline what insurance agency investment banks typically provide for clients, to help readers determine whether they are actually needed. Do You Need An Insurance Agency Investment Bank? OUR SERVICES Our Clients Sica | Fletcher is one of the most active insurance agency investment banks in the market today.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

OfficeHours

AUGUST 23, 2023

Join us as Alice Shang shares her insights and journey TOMORROW 8/24 AT 12PM ET regarding her journey from Investment Banking to Growth Equity to Entrepreneurship. She earned her bachelor’s degree in Business Administration (BBA) from the University of Michigan – Stephen M.

Equities 130

Equities Recruitment Investment Banking Investment 130

Sica Fletcher

AUGUST 6, 2024

Our research team’s latest report compares the top insurance agency investment banks of 2024. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry. Insurance Agency Investment Banks: Investment banks that specialize in the insurance industry.

Investment Banking 52

Investment Banking Insurance Banking Bank 52

Peak Frameworks

AUGUST 15, 2023

An investment portfolio is a basket of various types of financial assets owned by an investor. The art of investment revolves around the strategic assembly of financial assets into an investment portfolio. The art of investment revolves around the strategic assembly of financial assets into an investment portfolio.

Portfolio 52

Portfolio Investment Portfolio Management Investors 52

Sica Fletcher

AUGUST 14, 2024

For agencies and brokerages looking to grow their businesses prior to a sale, most owners typically opt to work with an investment bank. Insurance sector specializations, however, are skills rarely found on investment bank teams, which tend to specialize across a variety of industries. Client References. Awards & Honors.

Investment Banking 52

Investment Banking Insurance M&A Banking 52

Francine Way

JULY 11, 2017

Access to credible sources of information such as SEC EDGAR database , Treasury.gov , OECD GDP Forecast , Mergent Online, S&P Capital IQ, Hoovers, ValueLine, Yahoo Finance , MarketWatch , and Damodaran Online. to find the value estimate of a potential investment.

Valuation 130

Valuation M&A DCF Financial Statement 130

Francine Way

JUNE 28, 2020

For example, it is common for conglomerates’ monthly / quarterly shareholder report to have a section on investments returns on invested capital (ROICs) and multiples on invested capital (MOICs). The Financial Update section typically starts with the presentation of the consolidated P/L (or income statement).

S&P 130

S&P Collaboration IT Sale 130

The TRADE

JULY 26, 2024

” The FCA’s new rules also mean firms will not have to disclose their top providers in terms of payment amount – something highlighted by participants in the consultation. Also included in today’s new rules is a softening in how firms ensure separately identifiable research charges versus execution costs.

Asset Management 109

Asset Management Consulting S&P Management 109

Mergers and Inquisitions

JANUARY 3, 2024

My portfolio did “OK” (up 10% for the year), but it greatly underperformed the S&P 500 , which was up 24%. On the other hand, I was only down 9% in 2022 vs. a 19% drop for the S&P, so both the index and my portfolio are now back to “early 2022” numbers.

Investment 59

Investment S&P Equities Portfolio 59

The TRADE

MAY 16, 2024

There’s still this mistrust of TCA [among traders] because who’s to say whether I’ve done a good job or not? There’s often that initial resistance but we’re moving to a place where traders are now, for the most part, much more engaged with it. However, reservations about its usage still exist among users.

Trading 119

Trading S&P Collaboration M&A 119

Wizenius

JULY 25, 2023

Are you looking to excel in financial modeling for Investment Banking? 4) Flow: Connect the Statements Create the cash flow statement by linking your Balance Sheet and P&L. Roll forward the Balance Sheet using the P&L and Cash Flow. 8) Take Help & Self Learn: Continuous Improvement Invest in your learning journey.

Financial Modeling 52

Financial Modeling Financial Models Investment Banking Banking 52

OfficeHours

OCTOBER 23, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. After a certain period of time, usually 5-7 years, the PE firm will look to exit the investment. PE firms achieve this through the operational improvements we’ve mentioned above.

Investors 130

Investors Private Equity Equities Investment 130

Wizenius

JULY 17, 2023

Here are key skills to target an investment banking career: 1. Financial Statements: Master the concepts of Balance Sheet, P&L, and Cash Flow statement. This is the perfect time to learn Excel formulas and create visually appealing presentations as they are fundamental to an investment banker's work.

Investment Banking 52

Investment Banking Banking Bank Investment 52

Focus Investment Banking

OCTOBER 16, 2023

Even so, the TBSI still outperformed the broader indices as the S&P 500 fell 3.7% Once again, this performance exceeded the returns of both the S&P 500 and NASDAQ. DOWLONAD TO READ MORE The post FOCUS Telecom Business Services Quarterly: Fall 2023 Report appeared first on FOCUS Investment Banking LLC.

S&P 52

S&P Business Investment Banking Trading 52

Focus Investment Banking

SEPTEMBER 26, 2023

gain in the S&P 500 and the 8.5% gain in the S&P 500 and the 18.8% DOWNLOAD TO READ MORE The post FOCUS Telecom Technology Quarterly: Fall 2023 Report appeared first on FOCUS Investment Banking LLC. The FOCUS Telecom Technology Index (TTI) jumped up 9.7% in the most recent three months. gain in the NASDAQ.

S&P 52

S&P Investment Banking Banking Bank 52

Focus Investment Banking

DECEMBER 27, 2023

This was despite the fact that the S&P 500 and NASDAQ both showed modest gains of 1.3% While the S&P 500 gained 12.0% DOWNLOAD TO READ MORE The post FOCUS Telecom Technology Quarterly: Winter 2023 Report appeared first on FOCUS Investment Banking LLC. over the past three months. and 1.4%, respectively.

S&P 52

S&P Investment Banking Banking Bank 52

Focus Investment Banking

JULY 13, 2023

This was despite a strong overall market backdrop that propelled the S&P 500 up 8.3% compared to this time last year, while the S&P 500 and NASDAQ are up 17.6% Communications Service Provider Quarterly: Summer 2023 Report appeared first on FOCUS Investment Banking LLC. and the NASDAQ up 12.8% a year ago).

S&P 52

S&P Investment Banking Banking Bank 52

Francine Way

JULY 8, 2017

There are many reasons to sell a house: wanting liquidity and diversification (especially if the house is an investment property), lack of progress toward a financial / strategic goals (i.e. Estate-planning, health, or tax reasons: Aging shareholders may shift investments as influenced by investment goals and tax policies.

M&A 130

M&A Acquisitions Sale Investment 130

Focus Investment Banking

JANUARY 18, 2024

gain in the S&P 500 and the 13.6% Once again, this performance lagged both the S&P 500 (up 24.2%) and the NASDAQ (up 43.4%). Communications Service Provider Quarterly: Winter 2024 Report appeared first on FOCUS Investment Banking LLC. While a solid gain, this still underperformed both the 11.2%

S&P 52

S&P Investment Banking Trading Banking 52

Focus Investment Banking

JANUARY 12, 2024

gain in the S&P 500 over this period and essentially on par with the 13.6% This exceeded the annual gain in the S&P 500 of 24.2% DOWNLOAD TO READ MORE The post FOCUS Telecom Business Services Quarterly: Winter 2024 Report appeared first on FOCUS Investment Banking LLC. gain in the NASDAQ. a year ago to 1.1x

Business 52

Business S&P Investment Banking Banking 52

Focus Investment Banking

JUNE 16, 2023

gain in the S&P 500 and the 12.9% Once again, this lagged the performance of the S&P 500 and NASDAQ, which gained 1.2% DOWNLOAD TO READ MORE The post FOCUS Carrier-Focused Telecom Technology Quarterly: Summer 2023 Report appeared first on FOCUS Investment Banking LLC.

S&P 52

S&P Investment Banking Banking Bank 52

OfficeHours

OCTOBER 16, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. After a certain period of time, usually 5-7 years, the PE firm will look to exit the investment. In today’s world, there is much uncertainty around public markets.

Investors 100

Investors Private Equity Equities Debt 100

Sica Fletcher

AUGUST 23, 2023

According to the S&P Global Market Intelligence League Table, Sica | Fletcher closed 51 M&A deals year to date (mainly insurance-related), representing a commanding 46% of all 2023 transactions and nearly double that of its closest competitor. Learn more at , SicaFletcher.com.

Insurance 52

Insurance M&A S&P Shares 52

Focus Investment Banking

MAY 23, 2023

gain in the S&P 500, but underperformed the 5.5% Once again, the EFTTI failed to keep pace with the broader indices as the S&P 500 is up 0.9% DOWNLOAD TO READ MORE The post FOCUS Enterprise-Focused Telecom Technology Quarterly: Spring 2023 Report appeared first on FOCUS Investment Banking LLC.

S&P 52

S&P Investment Banking Trading Banking 52

Francine Way

JUNE 22, 2020

A discussion of the target’s financials typically starts with the P/L or Income Statement, followed by the Balance Sheet, and then the Cash Flow Statement. In discussing the P/L, I typically comment on: Revenue - by lines of business, whether they appear to be gross or net, and if there is any meaningful customer concentration.

Valuation 130

Valuation M&A Mergers Mergers and Acquisitions 130

How2Exit

FEBRUARY 25, 2023

These websites are often listed online on websites such as Flippa, where it’s possible to find great deals. It’s also possible to find websites that have been neglected and are not generating much revenue but could be turned around with some work. This can provide a significant boost to a website’s bottom line.

M&A 130

M&A Engineering IT Investment 130