The TRADE

JANUARY 22, 2025

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. There’s been a reopening in capital markets. It’s been busy. There’s a very healthy dialogue at all times at both the portfolio-level and the position-level.

Funds 59

Funds Capital Capital Market S&P 59

Mergers and Inquisitions

MAY 3, 2023

The main argument in favor of the DDM is that it best represents what happens in real life when you buy a stock. In other words, you profit based on the company’s dividend s and the potential increases in its stock price over time. Otherwise, the written version follows: Why Use a Dividend Discount Model?

Valuation 64

Valuation DCF Debt Financial Models 64

Focus Investment Banking

JANUARY 18, 2024

stock markets are at or near their all-time highs. The S&P 500 has recently traded near 4800, close to its record at the end of 2021. If the stock market remains near all-time highs, it might just be too attractive to pass up. As 2024 starts, the U.S. It seems that the trend is to stay private.

IPO 52

IPO Consulting Corporate Finance Professional Services 52

Sica Fletcher

JULY 11, 2024

While the cost of debt has increased to the point that buyers often acquire brokerages at an initial loss, insurance brokerage M&A multiples have not only held steady but are actually seeing all-time highs. In this way, private companies, in particular, may benefit from not having an observable stock price.

Insurance 52

Insurance M&A Debt Equities 52

Street of Walls

SEPTEMBER 10, 2012

Sandler O’Neill’s Weekly M&A Trends: The S&P 500 had its best week since early June The S&P 500 rose by 2.2% In 3Q12, the S&P 500 has risen by 5.6% s $2 billion offering of its shares in the A.I.A. Corporate debt underwriting volumes of $98 billion nearly tripled from the prior week.

Mergers and Acquisitions 40

Mergers and Acquisitions Underwriting Mergers Acquisitions 40

Street of Walls

SEPTEMBER 4, 2012

Sandler O’Neill’s Weekly M&A Trends: The S&P 500 declined for the second consecutive week but ended positive for the month The S&P 500 declined by 0.3% In 3Q12, the S&P 500 has risen by 3.3% Corporate debt underwriting volumes of $30.8 in the week. Announced M&A volumes of $39.8

M&A 40

M&A Underwriting S&P Debt 40

Street of Walls

SEPTEMBER 24, 2012

Sandler O’Neill’s Weekly M&A Trends: Equity markets pulled back modestly on lighter trading volume The S&P 500 declined by 0.4% In 3Q12, the S&P 500 has risen by 7.2% s $102 million offering highlighting the week, returning over 40% on its first day of trading. in the week. Average daily U.S.

Mergers 40

Mergers Underwriting Acquisitions M&A 40

Mergers and Inquisitions

JANUARY 31, 2024

They might have separate teams for specific strategies or markets, but everything is run under a single Profit & Loss statement (P&L). There are very few real “requirements” besides the single PM / single P&L one above and the standard Limited Partner / General Partner structure that all hedge funds use.

Funds 59

Funds Management S&P Recruitment 59

Street of Walls

OCTOBER 1, 2012

Sandler O’Neill’s Weekly M&A Trends: Equity markets declined for the second week in a row The S&P 500 declined by 1.3% In 3Q12, the S&P 500 rose by 5.8% Both announced and completed M&A improved but remain light while equity and debt underwriting were solid on the week Equity underwriting volumes of $19.4

Investment Banking 40

Investment Banking Investment Underwriting Bank 40

Mergers and Inquisitions

FEBRUARY 28, 2024

While everyone seems to know about equity research and trading stocks, fixed income research gets far less attention. Fixed Income Research Definition: In fixed income research, finance professionals analyze companies’ debt issuances and make pricing and investment recommendations based on their outlook for each one.

Equities 59

Equities Debt Asset Management Recruitment 59

Street of Walls

AUGUST 27, 2012

Sandler O’Neill’s Weekly M&A Trends: The S&P 500 declined after six consecutive weeks of gains The S&P 500 declined by 0.5% In 3Q12, the S&P 500 has risen by 3.6% Corporate debt underwriting volumes of $33.5 in the week and the Russell 2000 growth index declined by 1.3% in the week.

M&A 40

M&A Investment Banking Investment Bank 40

Mergers and Inquisitions

MAY 24, 2023

Event-Driven Hedge Funds Definition: Event-driven hedge funds bet on specific corporate actions, such as M&A deals, divestitures, spin-offs, bankruptcies, and business reorganizations, and they profit based on changes in the value of a company’s debt or equity after the action. EBITDA multiple , matching its own.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

FineMark

OCTOBER 17, 2023

“ We have long felt that the only value of stock forecasters is to make fortune-tellers look good.” Equities and the S&P 500 At the onset of each new year, like clockwork, we’re asked for our near-term view. benchmark equity index, the S&P 500. With a current net worth of $115.7

S&P 52

S&P Investment Portfolio Corporation 52

Sica Fletcher

JUNE 20, 2024

PE firms rely on leveraged buyouts (LBOs) for the lion's share of their deals, which often involve using the acquired company’s assets as collateral to insure the loan used to purchase it. Growth of Stock Use Even in just the last few years, our team has noticed a stark difference in the payout structure of insurance M&A deals.

Insurance 52

Insurance M&A Valuation Equities 52

Cooley M&A

FEBRUARY 1, 2024

2023’s much-discussed downturn in mergers & acquisitions – with global M&A volume and value down 6% and 17%, respectively, from 2022 – was largely driven by the slowdown in the tech sector, with global tech M&A volumes down 51% year over year, while other sectors saw marked increases. [1] in 2022 to 5.9x

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

CNBC: Investing

JUNE 9, 2025

The Moses Ventures founder pointed out that energy stocks' weighting in the S & P 500 benchmark is only 3% right now, compared to their historical average of 7%. " "These energy stocks, the last four to five years, have gone through transformational M & A. Same with Diamondback," he said.

S&P 111

S&P Stock Media Investment 111

Mergers and Inquisitions

JANUARY 8, 2025

Being in your country’s top ~5% of earners will make a FAR bigger difference than fancy strategies, day trading, or finding the occasional meme coin that goes up by 100x. Clearly, that was a mistake because the S&P 500 roughly doubled over that period. And money printing and debt levels took off and never looked back.

Investment 59

Investment Portfolio S&P Trading 59

CNBC: Investing

JUNE 11, 2025

In fact, income generation is one of the firm's top five portfolio ideas for the rest of 2025. While the Treasury market has been rocky lately, fixed-income assets are offering a steady stream of cash flow, said Tracie McMillion, head of Wells Fargo's global asset allocation strategy.

Portfolio 71

Portfolio S&P Investment Utilities 71

Focus Investment Banking

MARCH 27, 2025

I know I can look at a P and L right off the bat and highlight a few things that I just stick out because weve done it both on the M and A side and the operational side. S Corp as an asset sale. What we have is a network and a partners who help us find a combination of debt and equity. Im a tire guy through and through.

Profitability 52

Profitability Private Equity IT Mergers and Acquisitions 52