Wall Street Mojo

FEBRUARY 9, 2024

The classification of the middle market allows investors to understand the level of business and yearly performance of a firm. It is not a general case, but most often, the firms operating in LLM are family-owned businesses with the participation of family members. The LMM represents approximately 90% of the business.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

The TRADE

OCTOBER 9, 2024

When people have ownership in their function and they can see their contribution to the business, that really motivates them to make sure that they are constantly improving,” she explains. “In Due to lower demand, bulge brackets will sometimes not cater for the particulars of what frontier traders are looking to execute. “Say

Trading 59

Trading Bulge Bracket Asset Management Bank 59

OfficeHours

JULY 8, 2023

I know you are gathering information for On-Cycle 2025 and while I understand that it is still early, I wanted to let you know that Advent International is one of my favorite Private Equity firms for XYZ portfolio company and what they’ve done in the past — do you have a few minutes for a quick phone call or coffee chat?”

Private Equity 100

Private Equity Recruitment Equities Investment Banking 100

The TRADE

OCTOBER 18, 2024

Not that the seemingly never-ending list of aforementioned market occurrences had noticeably hindered the prime business. Those are the relatively commoditised parts of the business. If you look at what those firms need in terms of prime-related services, well, cash PB and synthetics are just the basics.

Funds 69

Funds Broker Bank Banking 69

Mergers and Inquisitions

JANUARY 10, 2024

The Nature of the Work: Markets, Analysis, Sales, and Interpersonal Skills Wealth management (WM) requires broader knowledge of the financial markets since you may have to advise clients on everything from their portfolio allocations to upcoming tax changes. Think: benchmarking portfolios rather than modeling companies.

Investment Banking 59

Investment Banking Management Bank Banking 59

Mergers and Inquisitions

MARCH 22, 2023

Do Not Use Customer Deposits for Funding – Some financial institutions operate like this, but it’s much more expensive, so they need to make riskier loans and investments to profit (think: mortgage REITs and business development companies). First, Credit Suisse is obviously no longer a bulge bracket bank , so I’ll have to update that article.

Bank 98

Bank Banking Government Investment Banking 98

Mergers and Inquisitions

APRIL 5, 2023

The firm uses passive and active strategies, often deviating from its reference portfolio based on the macro environment. You’ll also spend time supporting existing portfolio companies and reviewing their results. and supporting your Portfolio Manager ’s ideas and requests. You can get into good business schools in the U.S.

Recruitment 59

Recruitment Funds Private Equity Investment 59

Mergers and Inquisitions

SEPTEMBER 11, 2024

The same criteria as always apply: High grades, a good university or business school, previous finance internships, and a good amount of networking and interview prep. Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.:

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

MAY 14, 2025

Yes, electric charging stations are infrastructure, but EV companies main business is manufacturing and selling cars, and cars are consumer discretionary items. But it is safe to say that most of the bulge bracket banks perform well and do a lot of deals in these verticals; youll see GS, JPM, MS, Citi, Barclays, and BofA on many large deals.

Investment Banking 59

Investment Banking Bank Banking Investment 59

The TRADE

OCTOBER 24, 2024

These systems touch upon all elements of the trading lifecycle throughout the front-to-middle-to-back-office including execution, order, risk and portfolio management. Usually hosted by bulge bracket banks, SIs are an internalising mechanism that allow banks to execute flow over the counter or off exchange.

Trading 120

Trading Investors IT S&P 120

Cooley M&A

FEBRUARY 1, 2024

billion, IBM’s acquisition of two businesses from Software AG for 2.3 billion euros, and Rocket Software’s acquisition of OpenText’s application modernization and connectivity business for $2.3 billion leading the pack. Despite some isolated bright spots – such as Thoma Bravo’s $10.7 in 2022 to 5.9x

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59