Sentences with phrase «equity clients on»

In addition, Mr. Klein advises some of the firm's key private equity clients on joint ventures and other matters.

Our London - based team practices English and U.S law, and consists of over 55 lawyers representing corporate, investment banking and private equity clients on a wide range of international and cross-border corporate finance transactions.

Our lawyers have significant experience advising industrial and private equity clients on merger control matters under French and EU law.

Cheltenham - based practice head Jonathan Whitbread and senior associate Hayley Hooper, who is based in Worcester, represented private equity clients on a number of insolvent acquisitions.

He advises U.S. and international corporate and private equity clients on a full range of transactions, both domestic and cross-border, including mergers, acquisitions, investments, joint ventures and collaborations, spinoffs and restructurings, special committee representations and defensive and corporate governance advice.

Not exact matches

«If you're Lemonade, for example, and you need an insurance license in every state, you have to give us equity to get that for you, but we also won't take you on as a client unless we get investment rights,» Tusk says.

As for «peak earnings,» Michael Wilson, chief U.S. equity strategist and CIO of Morgan Stanley Wealth Management, said in a note to clients on Sunday that» [W] e think the market is digesting the fact that the tax cut last year has created a lower quality increase in US earnings growth that almost guarantees a peak rate of change by 3Q.»

Once that has happened, Lunar as the major equity holder will begin paying its development partners in stock, thereby controlling their own destiny, not just relying on clients.

«In equities, as I touched on before, we've been onboarding clients, continuing to invest in execution services and infrastructure.»

But since the private equity products will be reserved for wealthy clients, the fate of the company will depend on the performance of his conventional listed funds, which will bear close resemblance to the AIC products investors ended up rejecting.

His company will also offer private equity securities, giving clients a chance to invest in companies not listed on any exchange, something Lee - Chin became convinced was necessary over the three years he had to plan his return.

«Clarity on the Cambridge issue and FB's willingness to self - regulate are likely near - term catalysts that may reduce investor fears, stabilize the stock, and position it for a recovery into Q1 results,» Shawn Quigg, an equity derivatives strategist at JPMorgan, wrote in a client note.

From 2001 to 2005, Ms. Peluso was an Associate with Chadbourne & Parke LLP in New York where her practice focused on representing private equity clients in M&A and securities and general corporate matters.

The deal, which is expected to be announced later on Monday, is the latest example of the private equity sector's appetite for U.S. business software companies with predictable maintenance and subscription revenue and a loyal client base.

The team works with clients across several product lines, including private equity placements, PIPEs, initial public offerings, follow - on offerings, registered directs, convertible securities, exchangeables and M&A transactions.

There was no way most financial planners would have time to research single equity crowdfunding deals on behalf of clients, said Will Hamilton of Hamilton Wealth.

In that role, Mike focused on supporting Passive Equity products as a subject matter expert and a liaison between the portfolio management team and the client - facing functions at SSGA.

In Institutional Client Services, our equities franchise is built on the premise of providing a broad suite of services to our investing clients.

Then there's Terrapin Fabbri Management, a private equity firm that «manages more than $ 100 million of farm assets on behalf of institutional investors and high net worth clients» and says it's «focused on capitalizing on the increasing global demand for California's agricultural output.»

My first view is based on the finding that client equity growth and prevailing interest rates are the main drivers of brokerage equity prices.

Hess (NYSE: HES) Rating Upped In an analyst note issued to clients and investors on Monday morning, equity research analysts at Credit Suisse's research division upgraded Hess (NYSE: HES)'s stock from «Underperform»...

Reduced affordability, while challenging for first - timers, may prove to be more of a surprise for move - up clients who anticipated greater leverage on their home equity; should those clients break existing mortgages upon their move, they will also be subjected to stress testing.

Macquarie lead - managed more IPOs than any other investment bank in Australia in 2013 — an even dozen deals, as of December 4 — raising $ 3.4 billion for its clients on the local equity market.

HSBC is number one in M&A, equity and debt in Hong Kong, having advised its clients on 13 M&A deals worth $ 13.9 billion and raised $ 1.1 billion in eight equity deals and $ 4.6 billion in 43 bond deals last year.

Performance aside, the intangible brand merits that Swiss banks typically sell their clients on — stability, robustness, history, exclusivity, impeccable service — are much the same as many luxury houses, says Jon Cox, Kepler Chevreux's head of European consumer equities.

Citi raised $ 3.1 billion in equity capital for its clients in the region, more than any other bank, in 12 deals that were large enough to make up a 13.9 % market share, including a follow - on deal for Russian bank VTB Group.

Goldman Sachs advised its clients on 13 M&A deals worth $ 43.8 billion, including DE Master Blenders 1753 NV on the sale of an 85 % equity stake to a consortium of investors.

Citi advised its clients on six M&A deals worth $ 8 billion and raised $ 1.3 billion in 11 equity deals in India last year, surpassing its competitors on both fronts, according to Dealogic.

Carlyle Group LP primarily engages in private equity investment management and financing services and invests directly and indirectly in private equity related instruments on behalf of its clients.

I have fortunately gotten offers to work at a startup and in several different contexts similar to my previous position — and these are things I would potentially enjoy, yes, but to waste the potential equity that «personal brand», dirty as it may sound, creates for me (or anyone else) to leverage into client work that pays well and speaking gigs that open up other opportunities — would be a true «lighting on fire» of that which I had done to build that before quitting.

«It's a decision I have to make on my sell - rated stocks: whether I will forgo the opportunity for corporate access, which clients will explicitly pay for,» says Laura Champine, a retail analyst at Roe Equity Research.

Adam Parker, Morgan Stanley chief US equity strategist, discusses the 2016 outlook, given more muted forecasts for economic growth, and three key investment issues that clients are focused on.

The Company's Investment Banking segment includes its Advisory services, through which Evercore provides advice to clients on mergers, acquisitions, divestitures and other strategic corporate transactions, with a particular focus on advising multinational corporations and private equity firms on various transactions.

Before Bellwether, Saamra was a consultant at Bain & Company, where she worked on organizational design, strategy, and due diligence projects for clients in education, private equity, healthcare, and pharmaceuticals.

He manages equity assets on the behalf of Wellington Management's clients, drawing on research from Wellington Management's global industry analysts, equity portfolio managers, and team analysts.

Our ongoing focus on using technology to connect to the world's markets and automate all aspects of the trading and settlement process, combined with our low - risk business model and risk - averse philosophy results in continued growth of our clients» equity.

The second biggest mistake that I see my clients make is using equity lines on their homes to keep making payments on credit cards and other unsecured debt.

Essex manages growth equity portfolios for institutional clients, high net worth clients, mutual funds and private partnerships based on early identification of growth, wherever it exists.

We have many private mortgage lenders across Canada who have helped our clients receive second mortgages regardless of income or credit, on the basis of equity in their property.

Even with the online trading on the rise, there are broking houses that have in - house dealers, equity advisors, as well as, relationship managers who guide the client as and when they need the assistance.

RBC Action Direct, which now goes by the moniker RBC Direct Investing has decided to attract new clients instead of keeping the clients it currently has by fixing some of the problems hobbling investors (# 1 on my wish list is the ability to «wash» US equities in RRSP accounts).

Not surprisingly we're fielding some queries from clients on whether our recommended asset mix of 60 % in equities and 40 % in fixed income is still appropriate in light of this increased volatility.

For advisors and their clients who favor dividend - paying equities, a number of ETFs focus on such stocks across Europe.

The home equity loan can also be a win - win situation for the client who wishes to consolidate their debt and to get back on track in fulfilling their long term financial and retirement goals.

I like to use equity ETFs based on broad indices as the core building blocks of client portfolios.

At Columbia Bank, we offer two types of home equity loans, to give our clients attractive options depending on their unique situations.

We have clients that contact us on a regular basis to take out their home equity at low rates, and then invest with their financial planners for higher returns where they can get up to 8 % or more.

We enable our clients to obtain a home equity loan through a simple process, so you can quickly secure the capital you need and move on with your life.

He is also responsible for managing a number of Far East Leaders and Indian equity portfolios on behalf of key client segregated accounts.

The development of a focused portfolio overlay applied to client accounts (according to timing and opportunities) covering 15 to 20 of our best ideas in global equities, targeting capital growth of 5 - 15 % and dividend income yield of 4 - 10 % (depending on market conditions).