CNBC: Investing

JULY 10, 2025

We believe that the stock's recent decline has provided investors with an attractive buying opportunity." "We are initiating research coverage of Equinix, Inc. with a Buy rating and a price target of $933 per share. " Wedbush reiterates Palantir as outperform Wedbush said the bull thesis is playing out for the stock.

Stock 77

Stock Investment Shares Valuation 77

CNBC: Investing

JULY 17, 2025

I like to think I am running such a business in wealth management — by incorporating tax and insurance in-house for wealth management clients, we've made ourselves indispensable. As an investor, I am always looking for stories like the one we're about to tell. Think Salesforce, Apple, Costco, and Starbucks.

Stock 72

Stock IT Investment Management 72

Razorpay

JUNE 24, 2025

By simplifying access to mutual funds, stocks, insurance, and loans, the platform quickly became a trusted destination for wealth-first financial planning. Every investor brought with them the need for speed, clarity, and reliability — especially when it came to payments. But with ambition comes complexity. The next focus?

Bank 52

Bank Banking Investors Architecture 52

Global Newswire by Notified: M&A

JUNE 27, 2025

Over the past 24 years, we’ve been a trusted partner for top law firms, lenders, and private equity investors, tackling some of the most complex and high stakes matters. We have one of the strongest teams in the industry and are well poised for continued growth. We are well organized, well financed and committed to our clients.

Advisory 96

Advisory Private Equity Consulting Accountant 96

CNBC: Investing

JUNE 16, 2025

In the immediate aftermath of geopolitical shocks, these sectors often outperform broader indices as investors seek refuge in assets tied to national security and resource control. Investors price in these changes, anticipating higher revenues for defense contractors and suppliers. Short-term traders would use $700 as a pivot point.

Stock 120

Stock S&P Investment Investors 120

JD Supra: Mergers

MARCH 11, 2025

India's insurance sector is poised for a major transformation following the Finance Minister of Indias February 1, 2025 announcement of a proposal to increase the FDI limit in the sector from 74% to 100%. This development presents opportunities for foreign investors in one of the world's fastest growing insurance markets.

Insurance 161

Insurance Investment Finance Finance 161

Growth Business

DECEMBER 20, 2023

By Anna Jordan on Growth Business - Your gateway to entrepreneurial success In the early days of startups, it may seem like insurance cover is optional – but in some cases, it really isn’t. In the meantime, here is the best insurance cover for startups and why you need it. Does my startup need business insurance and why?

Insurance 98

Insurance Business Stock IT 98

PE Hub

FEBRUARY 20, 2024

Mubadala Investment Company and other co-investors are also participating in the investment. The post Truist to sell remaining stake in Truist Insurance Holdings to Stone Point and CD&R-led investor group for $15.5bn appeared first on PE Hub.

Insurance 87

Insurance Investors Investment 87

Business Standard - FInance

JUNE 14, 2023

Insurance penetration remains abysmally low at less than 5% in the country of 1.4 billion people, signaling growth potential for investors

Insurance 98

Insurance Investors 98

PE Hub

NOVEMBER 8, 2023

DOXA's management team and employee shareholders will remain significant investors alongside Goldman Sachs. The post Goldman Sachs to snap up insurance distribution firm DOXA appeared first on PE Hub.

Insurance 91

Insurance Investors Management 91

JD Supra: Mergers

DECEMBER 12, 2023

GPs in particular use secondaries to offer liquidity to their legacy fund investors while holding on to promising portfolio companies that need more time to mature. By: Woodruff Sawyer

Insurance 130

Insurance Portfolio Economics Funds 130

JD Supra: Mergers

APRIL 25, 2024

With the end of the first quarter of 2024, we highlight five developments, changes, or challenges that health systems, hospitals, nursing homes, clinics, physician practices, health insurers, and other health care providers, companies, and investors may face when entering into health care transactions in the US market.

Hospitality 167

Hospitality Insurance Investors 167

Beyond M&A

SEPTEMBER 13, 2023

Not good news for potential investors and an easy ‘red flag’ for us to raise during Technology Due Diligence. Yet I meet numerous investors whose portfolio company has been attacked/hacked post-deal; whilst no one can guarantee 100% protection for these growing firms, its essential to address the known gaps.

Investors 147

Investors IT Engineering Management 147

Accenture Capital Markets

SEPTEMBER 5, 2023

To overcome these challenges, the institutional investors who are most successful with RPA typically base their programs on three pillars: 1. In large banks and insurers, individual departments are usually large enough to justify creating their own support teams. Cross-departmental collaboration. Effective process selection.

Investors 94

Investors Financial Services Insurance Investment 94

PE Hub

SEPTEMBER 11, 2023

According to terms of the deal, KKR and USI will purchase shares of USI held by CDPQ and certain other investors. The post KKR to invest more than $1bn in USI Insurance Services appeared first on PE Hub.

Insurance 84

Insurance Investment Investors Shares 84

CNBC: Investing

JANUARY 29, 2024

We'll review an options trade for one of those names near an all-time high that gets investors long exposure to the stock with some insurance, so they don't feel like they are just chasing the name.

Trading 104

Trading Insurance Investors Stock 104

Global Banking & Finance

APRIL 15, 2024

BNP Paribas to become top investor in Belgian insurer Ageas PARIS/HONG KONG (Reuters) -BNP Paribas, the euro zone’s biggest bank, has agreed to buy a 9% stake in the Belgian insurer Ageas from China’s Fosun Group for about 730 million euros ($780 million), a deal that will make BNPP Ageas’ biggest shareholder.

Insurance 40

Insurance Investors Banking Bank 40

Growth Business

JANUARY 15, 2024

Insurtech is the digitisation of the insurance industry and is a sector which is also growing rapidly. There are direct insurers, who will offer – predominantly more competitive and flexible – premiums in competition to more traditional lenders, marketplaces which allow users to compare premiums and apps to manage existing premiums.

Insurance 104

Insurance Funds Business IT 104

Global Banking & Finance

SEPTEMBER 8, 2023

London-listed SPAC moves closer to launch of Lloyd’s insurance vehicle LONDON (Reuters) – A London-listed special purpose acquisition company has moved closer to launching a vehicle designed to give investors access to the Lloyd’s of London insurance market, according to a statement on Friday.

Insurance 52

Insurance Underwriting Acquisitions Investors 52

Focus Investment Banking

MAY 22, 2025

What a Good Insurance Broker Looks Like Inside the Traits that Make Brokers Acquisition Ready As M&A activity continues to consolidate a fragmented U.S. insurance market, the question arises: what separates an average agency from a truly valuable insurance brokerage?

Broker 52

Broker Insurance Private Equity Book-building 52

PE Hub

FEBRUARY 20, 2024

Stone Point and CD&R-led investor group is buying Truist's remaining stake in Truist Insurance Holdings. The post Stone Point, CD&R agree Truist Insurance deal; OEP’s Greg Belinfanti: ‘Through adversity to the stars’ appeared first on PE Hub.

Insurance 52

Insurance Investors 52

Global Banking & Finance

AUGUST 21, 2024

LONDON (Reuters) – Some of Britain’s insurers are still unable to show they provide good outcomes for consumers, the country’s financial watchdog said on Wednesday, a year since the introduction of tougher protections for investors.

Insurance 40

Insurance Broker Investors 40

Sica Fletcher

MAY 13, 2024

Q1 2024 Agency and Broker Buyer Index Reveals a Dynamic Landscape for Insurance M&A NEW YORK, NY - May 13, 2024 - Sica | Fletcher releases the Q1 2024 Agency & Broker Buyer Index. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

Insurance 52

Insurance M&A Broker Mergers and Acquisitions 52

Sica Fletcher

MARCH 26, 2024

This article outlines how to sell an insurance agency by chronological steps, with a quick overview of the process in the table immediately following. We also include some key insights we’ve gathered over several decades of selling insurance agencies. private equity firms, investment banks, individual investors).

M&A 52

M&A Insurance Valuation Advisory 52

Sica Fletcher

AUGUST 18, 2020

What the Data Is Telling Us In our last few posts, we reported on what we perceived to be the trends in insurance agency and brokerage M&A in light of the pandemic and analyzed the reasons for these trends. In summary, we observed that: The most active acquirers continue to be highly interested in acquisitions.

M&A 52

M&A Insurance S&P Broker 52

PE Hub

MARCH 11, 2024

The fund's investors include public and corporate pensions, sovereign funds, foundations, insurance companies, family offices and RIAs across the U.S., Europe, Asia and the Middle East. The post GoldenTree racks up over $1.35bn for private credit fund appeared first on PE Hub.

Funds 65

Funds Insurance Corporation Investors 65

Cooley M&A

DECEMBER 3, 2019

Over the last decade the use of R&W insurance in merger and acquisition transactions has grown exponentially. From 2008 to 2018, the total R&W policies bound per year in North America rose from 40 deals, providing $541 million of coverage to 1500+ R&W insurance transactions, providing aggregate coverage of $38.6 Advantages.

Insurance 40

Insurance Underwriting Mergers and Acquisitions M&A 40

PE Hub

JANUARY 16, 2024

Credit Fund IV's investors include state and county pension funds, corporate pension funds, sovereign wealth funds, endowments, foundations and insurance companies. The post KSL Capital Partners wraps up fourth credit fund at $1.26bn appeared first on PE Hub.

Funds 64

Funds Capital Insurance Corporation 64

OfficeHours

AUGUST 25, 2023

This means that banks commit to providing debt financing for a transaction, and then they syndicate this debt out to a variety of investors and pocket a fee for this service (say, 2-3% on average). This capital is released once investors buy the debt off the banks’ balance sheets. This has a number of implications.

Private Equity 130

Private Equity Equities Debt Finance 130

How2Exit

MARCH 24, 2023

To do this, he obtained his insurance and securities licenses and started helping developers raise money. Starting out as a real estate salesperson, he quickly realized that he wanted to do more than just sell one-off listings. He wanted to be able to invest in larger projects and help developers raise money.

M&A 130

M&A Business Mergers and Acquisitions Investors 130

The TRADE

MARCH 20, 2024

The three new MSCI index options – namely Cboe MSCI world index option (MXWLD), Cboe MSCI ACWI index options (MXACW) and Cboe MSCI USA index option (MXUSA) – are designed to provide investors with exposure to international, developed and emerging markets, and US equity market performance.

Portfolio 72

Portfolio Investors Portfolio Management Equities 72

Global Banking & Finance

OCTOBER 22, 2024

By Amina Niasse NEW YORK (Reuters) – As CVS Health’s new CEO David Joyner steps into the top job after Karen Lynch’s quick departure on Friday, Wall Street analysts and some investors are questioning whether he has the right experience to turn around the Aetna health insurance business as it struggles with high medical […]

Medical 52

Medical Insurance Investors Business 52

Global Banking & Finance

OCTOBER 1, 2024

By Anirban Sen NEW YORK (Reuters) – CVS Health is exploring options that could include a break-up of the company to separate its retail and insurance units, as the struggling healthcare services company looks to turn around its fortunes amid pressure from investors, people familiar with the matter told Reuters.

Insurance 52

Insurance Healthcare Retail Investors 52

Global Banking & Finance

DECEMBER 5, 2024

By Michael Erman NEW YORK (Reuters) -Brian Thompson, the CEO of UnitedHealth’s insurance unit, was fatally shot in Midtown Manhattan on Wednesday morning in what police described as a targeted attack by a masked assailant lying in wait just before the parent company’s annual investor conference at a Hilton Hotel.

Insurance 52

Insurance Business Investors 52

Growth Business

NOVEMBER 23, 2023

Despite investment in the first half of 2023 dropping to £4.6bn from 2022’s £10.8bn as a result of rising interest rates, high inflation, a decrease in valuations and geopolitical tensions globally, UK fintechs are still attracting more VC investment than all other EMEA fintechs combined, with a significant percentage coming from US investors.

Investment 111

Investment Funds Capital Investors 111

Sica Fletcher

FEBRUARY 6, 2024

2023 Year-End Index Reflects Continued Emphasis on Strategic Fit for Investors NEW YORK, NY - February 6, 2024 - Sica | Fletcher releases the 2023 Year-End Agency & Broker Buyer Index. The Sica | Fletcher Index stands as the leading report on mergers and acquisitions within the insurance brokerage sector.

Broker 52

Broker Insurance Mergers and Acquisitions S&P 52

Sica Fletcher

AUGUST 5, 2024

Deal volume was comparable to this period last year, with investors maintaining a cautious approach in assessing acquisition opportunities and with numerous well-funded buyers mindful of the high cost of capital. The Sica | Fletcher Index is the leading report on mergers and acquisitions within the insurance brokerage sector.

M&A 52

M&A Broker Insurance Mergers and Acquisitions 52