Street of Walls

AUGUST 27, 2012

Investment banking volumes were mediocre on the week amidst the summer doldrums Equity underwriting volumes of $10.7 Excluding this deal, equity underwriting volumes of $1.8 Thus far in 3Q12, equity underwriting volumes are averaging 10% below the 2Q12 weekly average level and 9% below the 3Q11 average level.

M&A 40

M&A Investment Banking Investment Bank 40

OfficeHours

AUGUST 7, 2023

It is also a chance for the firm to test you on how intelligently you can speak about investment assumptions, how flexible your models are, and how easy it is to change inputs. Look for the pages with a company overview, key investment highlights, and financials first.

Investment 130

Investment Business Underwriting IT 130

Focus Investment Banking

FEBRUARY 6, 2025

Creditors, underwriters, buyers, and investors are keenly aware of this and routinely check these workflows carefully before making an investment decision, especially if the company in question expects to operate as a standalone entity.

Manufacturing 52

Manufacturing Middle Market Business Underwriting 52

Cooley M&A

MAY 23, 2024

As a result of the competition among insurers, we have seen increasingly favorable rates and policy terms for policy purchasers in 2023 and continuing into 2024, as well as carrier expansion into alternative transaction structures and historically harder to underwrite areas, such as healthcare and financial services.

Insurance 52

Insurance M&A Underwriting Financial Statement 52

The Deal

JUNE 12, 2023

operates a platform for solar power installers that manages customer’s applications, underwriting and approvals for financing. They provide the software to an installer to underwrite a solar loan for a consumer as they’re sitting at the kitchen table talking about a solar system for their roof,” he said.

Underwriting 52

Underwriting Middle Market Financial Services Accountant 52

Global Banking & Finance

SEPTEMBER 5, 2024

Lloyd’s, which is made up of more than 50 insurance companies, underwrites specialist risks from […]

Insurance 40

Insurance Underwriting Profitability Investment 40

Global Banking & Finance

SEPTEMBER 5, 2024

Lloyd’s, which is made up of more than 50 insurance companies, underwrites specialist risks from […]

Insurance 40

Insurance Underwriting Profitability Investment 40

Mergers and Inquisitions

NOVEMBER 22, 2023

The name “bulge bracket” (BB) comes from the prospectus for an IPO or debt issuance, which lists all the banks underwriting the deal. Deutsche Bank is a trickier case because it now generates less investment banking revenue than firms like Jefferies, Wells Fargo, and RBC. It also tends to work on smaller deals than the top ~5 banks.

Bulge Bracket 105

Bulge Bracket Bank Banking Boutique 105

Street of Walls

SEPTEMBER 10, 2012

Debt underwriting had its best week since May 2011 and equity underwriting also improved significantly while M&A activity was quite light Equity underwriting volumes of $17.2 Thus far in 3Q12, equity underwriting volumes are averaging 12% below both the 2Q12 weekly average level and the 3Q11 average weekly level.

Mergers and Acquisitions 40

Mergers and Acquisitions Underwriting Mergers Acquisitions 40

How2Exit

FEBRUARY 25, 2024

rn Key Takeaways: rn rn Build a Strong Team : Prioritize hiring exceptional talent at all levels, and compensate them well to encourage long-term investment in the company's success. rn Employee Equity : Offering equity to branch managers and employees drives investment in the company's success and helps retain top talent.

Acquisitions 130

Acquisitions Equities Private Equity Business 130

Street of Walls

SEPTEMBER 24, 2012

Debt underwriting was again a highlight in the week while completed M&A volumes also improved Equity underwriting volumes of $15 billion declined by 61% from the prior week, though last week’s volumes were boosted by the Treasury’s $20 billion offering of AIG stock. Corporate debt underwriting volumes of $90.2

Mergers 40

Mergers Underwriting Acquisitions M&A 40

Street of Walls

SEPTEMBER 4, 2012

Investment banking volumes were soft across the board as activity slowed as expected heading into the holiday weekend Equity underwriting volumes of $4.5 Thus far in 3Q12, equity underwriting volumes are averaging 18% below both the 2Q12 weekly average level and the 3Q11 average weekly level. Announced M&A volumes of $39.8

M&A 40

M&A Underwriting S&P Debt 40

The TRADE

OCTOBER 13, 2023

Read more – Citi reports double-digit Q2 decline in investment banking and markets revenue Treasury and trade solutions posted its best quarter in a decade for Q3 2023 results, while services was the fastest growing business according to the results, increasing by 12%.

Equities 59

Equities Investment Banking Trading Bank 59

Intrepid Banker Insights

JANUARY 5, 2023

Intrepid Investment Bankers Intrepid Capital Advisory Update – Five Things To Consider if Raising Capital in 2023 As we come back from holiday feasts and celebrations, it’s important for business owners to think about what the next twelve months will bring.

Advisory 52

Advisory Capital Underwriting Capital Raising 52

How2Exit

OCTOBER 10, 2023

Juan has a background in finance and technology, and he has experience in investment banking and private equity. He explains, "There was a factor of randomness in the way people access financing or get invested in their companies. I felt it was somehow unfair."

Funds 130

Funds Business Mergers and Acquisitions Finance 130

Razorpay

JUNE 16, 2023

This business model requires significant investments in technology infrastructure, digital platforms, and marketing campaigns to establish a market presence. Developing and maintaining robust technology infrastructure requires substantial investments in hardware, software, data storage, cybersecurity measures, and IT personnel.

Insurance 52

Insurance Investment Underwriting Acquisitions 52

Peak Frameworks

OCTOBER 30, 2023

Investment Banks: Institutions like Goldman Sachs and J.P. Morgan, which offer services in underwriting and M&A advisory. This can be trading on behalf of their clients (like when you buy a stock through a bank's brokerage service) or proprietary trading where banks invest their own money.

Bank 52

Bank Banking Proprietary Trading Investment Banking 52

Focus Investment Banking

MAY 16, 2025

Buyerswhether private equity or strategicsare in the business of underwriting risk. FOCUS Investment Bankings Government and Defense Group works with owners and founders of government contracting firms to prepare for and execute successful M&A transactions. The Buyer Can Wait. The Seller Cant. Your contract mix may not improve.

Government 52

Government M&A Valuation Underwriting 52

Razorpay

DECEMBER 15, 2024

The services offered by a private banker include customized wealth management plan that may include investment strategies, asset allocation, and other financial solutions. Whether it’s managing day-to-day banking or planning complex investments, the relationship manager provides bespoke solutions tailored to individual goals.

Bank 52

Bank Banking IT Management 52

The TRADE

JULY 19, 2023

Global players have responded by scaling up FX trading volume by expanding and diversifying their customer base and by increasing technology investments,” they said. Additionally, the Japan equity underwriting business is also set to be optimised. Plans are to implement in the first half of 2024, subject to regulatory approvals.

Collaboration 52

Collaboration Equities Bank Banking 52

Peak Frameworks

SEPTEMBER 10, 2023

The ESG Score plays a critical role in today's investment decisions. Consequently, professionals working in private equity, corporate finance, or investment banking should have a comprehensive understanding of ESG scoring. Companies with eco-friendly practices tend to score higher.

Government 52

Government Private Equity Investment Banking Investment 52

How2Exit

AUGUST 8, 2023

The funds generated from the sale can be used to finance the M&A transaction, invest in growth opportunities, or pay down debt. The proceeds from the sale can be reinvested into the business, creating additional value and carrying a return on investment.

Sale 130

Sale Mergers and Acquisitions Business M&A 130

Razorpay

NOVEMBER 30, 2023

With customers going digital, NBFCs resisting investment in digital avenues of growth are bound to pay the price in the future. Technology can help with automating the processes for loan application, underwriting and closing the loan at speed without having to hire more staff.

Accountant 52

Accountant Book-building Business Financial Services 52

Cooley M&A

MARCH 1, 2019

Exiting an investment is an inherently uncertain process. Where a partial sale process is primarily driven by the need to obtain further investment rather than to achieve an exit, a dual-track process can also be suitable, but a further set of considerations come into play.

IPO 52

IPO Valuation M&A Business 52

Cooley M&A

MARCH 22, 2023

What will the cash balance of the combined group be, and do you need to consider a private investment in public equity (PIPE) financing alongside the transaction? Financing Consider your run rate for the years after closing of the transaction.

Mergers 52

Mergers IT Mergers and Acquisitions IPO 52

Razorpay

SEPTEMBER 12, 2024

Quantum Computing and Payments With its ability to run complex simulations at remarkable speeds, quantum computing enhances investment and business decisions. Its instantaneous data processing will prove vital for risk analysis and credit underwriting. Which Businesses is Getting Benefits of AI Payments?

Business 52

Business Financial Institution Securities IT 52

How2Exit

JUNE 10, 2024

E221: Michael Mufson Discusses Investment Banking and Business Exit Strategies - Watch Here About the Guest(s): Michael Mufson is a seasoned investment banker with a distinguished career spanning over several decades. Talk to a lot of investment bankers and understand the rules of the road when you're going out to sell your business."

Investment Banking 100

Investment Banking Business Investment Bank 100

Peak Frameworks

SEPTEMBER 19, 2023

An insurance underwriter is a professional responsible for evaluating the risk of insuring a person or asset and determining policy terms. Originating from marine insurance in Europe during the 17th century, underwriting has come a long way. The Process of Underwriting Risk Assessment Let's take the example of life insurance.

Underwriting 52

Underwriting Insurance Risk Assessment Private Equity 52

Focus Investment Banking

NOVEMBER 11, 2024

We’ll explore the connection between employee health, workplace performance, recruiting and retention and why investing in benefits can be a game changer for collision repair businesses just like yours. Is it one cookie cutter scenario and do what we can to ballpark kind of what that investment might look like? Enjoy the show.

Insurance 52

Insurance M&A Healthcare Medical 52

The TRADE

OCTOBER 24, 2024

It was originally cooked up in the early 90s by Robert Lamoureux and Chris Morstatt in order to exchange equity information between their respective firms Fidelity Investments and Salomon Brothers. Used by the buy- and sell-side as well as venues and regulators the FIX Protocol is an industry standard used to complete transactions.

Trading 120

Trading Investors IT S&P 120

InvestmentBank.com

MAY 26, 2021

Debt Markets Prior to COVID-19, some analysts and debt underwriters encouraged debt issuers to exercise caution after the tenth straight year of economic expansion [1]. Meanwhile, fundraisers suffered a significant reduction in new investments — on pace for the lowest annualized amount since 2015. Underwriting a New World.

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

Deal Law Wire

MARCH 18, 2021

Artificial intelligence and data analytics can assist insurance providers at every stage of their operation, from pricing and underwriting to risk mitigation, fraud detection, and loss prevention. However, the potential of Insurtech to reshape the industry goes beyond consumer-facing products. A Market Full of Opportunity. Conclusion.

Insurance 40

Insurance M&A Underwriting Private Equity 40

Growth Business

AUGUST 22, 2023

The group comprises of brokering firm Howden, underwriting agency DUAL, MGA and its data and analytics arm HX. AI Bio: Graphcore , the University of Bristol spinout which creates processors for AI computing, was last year’s second biggest university spinout equity investment recipient at £162m.

Insurance 52

Insurance Banking Bank Funds 52

How2Exit

MARCH 17, 2025

Recurring Revenue Models Win – Businesses like pest control, restoration, and commercial painting franchises generate recurring revenue, making them attractive investment choices. As Eckstein explains, SBA loans require borrowers to use tax returns for underwriting. Yet, there’s a catch.

Business 130

Business Finance Finance Private Equity 130

The TRADE

FEBRUARY 7, 2025

Ultimately, the main beneficiaries of electronic trading are investors, who gain better access to a larger selection of investment products at lower cost. In investment-grade credit, for example, electronic trading has grown from less than 10% to north of 50% market share over the past decade. We’ve come a long way, to be sure.

Securities 59

Securities Electronics Trading Book-building 59

Razorpay

DECEMBER 23, 2024

Data Usage: The FIU uses the data for the purpose it was intended for, say loan underwriting. Comprehensive Financial Overview AAs provide users with a single-window view of all their financial data – bank accounts, investments, insurance, loans, etc. No data is stored with the AA and it cannot read or process the data.

Accountant 52

Accountant Shares Financial Institution Financial Services 52