Accountant Portfolio Underwriting 
Focus Investment Banking
NOVEMBER 11, 2024
Joining us is Richie Seaberry, Vice president of Business development and Enterprise Portfolio Manager at decisely. So voluntary life insurance is the ability for me as the employee to purchase group rated life insurance that I’m paying for and I’m able to do it without having to go through a bunch of medical underwriting hoops.
Financial Times - Banking
JULY 23, 2025
Complete digital access to quality FT journalism on any device. © THE FINANCIAL TIMES LTD 2025.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
CNBC: Investing
JULY 14, 2025
Bank of America's Merrill Lynch unit and Goldman Sachs were the two lead underwriters on Pony AI's initial public offering at $13 a share last November. "Management stated that China is the largest ride-hailing market, accounting for 40% of global transaction value, followed by U.S.
OfficeHours
AUGUST 25, 2023
Following the GFC, the government enacted new regulations that limited banks’ abilities to underwrite highly leveraged financing. For example, banks suffered from numerous hung deals in the 2021-2022 timeframe (Citrix, Twitter, and many others), which limited the flexibility banks had to underwrite new financings.
Razorpay
AUGUST 9, 2023
They may help with underwriting, fundraising, credit or financial advice. Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. What is a Merchant Bank? Merchant banks may also provide services to high net worth individuals.
The Deal
JUNE 12, 2023
Portfolio company Plate IQ develops accounts payable software for restaurants, hospitality groups and supermarkets. ”We’ve We’ve been able to go in and say, ‘Look, you’re doing accounts payable, why don’t you actually offer the payment solution integrated into that accounts payable software?’”
Mergers and Inquisitions
JULY 23, 2025
GPA, and maybe a previous accounting or credit internship. Titles and groups are quite standard in IB but vary more in commercial banking (CB), and entry-level roles include everything from underwriters to credit officers to treasury officers/analysts and relationship managers; most people start as underwriters.
Expert insights. Personalized for you.
Let's personalize your content