Investment banking pertains to certain activities of a financial services company or a corporate division that engages in providing advisory-based services on financial transactions for clients, such as institutional investors, corporations, and governments. Traditionally associated with corporate finance, such a bank might assist in raising financial capital by underwriting or acting as the client's agent in the issuance of debt or equity securities. An investment bank may also assist companies involved in mergers and acquisitions (M&A) and provide ancillary services such as market making, trading of derivatives and equity securities, FICC services or research. Most investment banks maintain prime brokerage and asset management departments in conjunction with their investment research businesses. As an industry, it is broken up into the Bulge Bracket, Middle Market, and boutique market.
In the field of finance, private equity (PE) is capital stock in a private company that does not offer stock to the general public. Private equity is offered instead to specialized investment funds and limited partnerships that take an active role in the management and structuring of the companies. In casual usage, "private equity" can refer to these investment firms rather than the companies that they invest in.
Financial services are economic services tied to finance provided by financial institutions. Financial services encompass a broad range of service sector activities, especially as concerns financial management and consumer finance.
An institutional investor is an entity that pools money to purchase securities, real property, and other investment assets or originate loans. Institutional investors include commercial banks, central banks, credit unions, government-linked companies, insurers, pension funds, sovereign wealth funds, charities, hedge funds, real estate investment trusts, investment advisors, endowments, and mutual funds. Operating companies which invest excess capital in these types of assets may also be included in the term. Activist institutional investors may also influence corporate governance by exercising voting rights in their investments. In 2019, the world's top 500 asset managers collectively managed $104.4 trillion in Assets under Management (AuM).
A. G. Becker & Co. was an investment bank based in Chicago, Illinois, United States.
Stroock & Stroock & Lavan LLP was an American law firm based in New York City, with offices also in Los Angeles, Miami, and Washington, D.C.
A custodian bank, or simply custodian, is a specialized financial institution responsible for providing securities services. It provides post-trade services and solutions for asset owners, asset managers, banks and broker-dealers. It is not engaged in "traditional" commercial or consumer/retail banking like lending.
Herzog or Herzog, Fox & Ne'eman ("HFN") is a full-service commercial law firm located in Tel Aviv, Israel. As of 2019, the firm employs over 378 lawyers, of whom more than 130 are partners.
Amit, Pollak, Matalon & Co. is one of the largest law firms in Israel. Its offices are located in Tel Aviv. The firm was founded in 1956 by Nahum Amit.
EFG Hermes Holding S.A.E. is an Egyptian financial services company present in the Middle East, North Africa, Sub-Saharan Africa, and South Asia regions and specializes in securities brokerage, asset management, investment banking, private equity and research in addition to finance lease, factoring, microfinance, Financial technology, mortgage, and insurance. EFG Hermes serves a range of clients including sovereign wealth funds, endowments, corporations, financial institutions, high-net-worth clients and individual customers. EFG Hermes is listed on the Egyptian Exchange (EGX) and London (LSE) stock exchanges. EFG Hermes has offices in Egypt, the United Arab Emirates (UAE), the Kingdom of Saudi Arabia (KSA), Pakistan, Oman, Kuwait, Jordan, Kenya, Nigeria, UK, United States and Bangladesh with over 4,500 people from 25 nationalities. They serve clients from the Middle East, North Africa, Europe and the United States. Currently, EFG Holding is listed as number 13 in Forbes' Top 50 Listed Companies in Egypt 2023.
LRG Capital Group is a global investment, banking and advisory shop that focuses on public and private companies in the technology, life sciences, hospitality, real estate and entertainment sectors. The firm was founded by Lawrence R. Goldfarb, formerly a managing director in the mergers & acquisitions group at CS First Boston.
Edwards Wildman was an AmLaw 100 law firm. It was formed from the 2011 merger of Edwards Angell Palmer & Dodge and Wildman, Harrold, Allen & Dixon. Edwards Angell Palmer & Dodge had been formed by the 2005 merger of Edwards & Angell LLP and Palmer & Dodge LLP. In 2008, Boston-based Edwards Angell Palmer & Dodge also merged with London-based Kendall Freeman, a 40-attorney firm with specialties in dispute resolution, litigation, and both contentious and regulatory insurance and reinsurance.
A non-banking financial institution (NBFI) or non-bank financial company (NBFC) is a financial institution that is not legally a bank; it does not have a full banking license or is not supervised by a national or international banking regulatory agency. NBFC facilitate bank-related financial services, such as investment, risk pooling, contractual savings, and market brokering. Examples of these include hedge funds, insurance firms, pawn shops, cashier's check issuers, check cashing locations, payday lending, currency exchanges, and microloan organizations. Alan Greenspan has identified the role of NBFIs in strengthening an economy, as they provide "multiple alternatives to transform an economy's savings into capital investment which act as backup facilities should the primary form of intermediation fail."
NautaDutilh is an independent law firm practicing Dutch, Belgian, and Luxembourg law. NautaDutilh is one of the largest law firms in Europe, with over 400 lawyers, civil law notaries, and tax advisers in offices in Amsterdam, Brussels, London, Luxembourg, New York, and Rotterdam. The firm history dates back to 1724.
The early history of private equity relates to one of the major periods in the history of private equity and venture capital. Within the broader private equity industry, two distinct sub-industries, leveraged buyouts and venture capital experienced growth along parallel although interrelated tracks.
Corporate venture capital (CVC) is the investment of corporate funds directly in external startup companies. CVC is defined by the Business Dictionary as the "practice where a large firm takes an equity stake in a small but innovative or specialist firm, to which it may also provide management and marketing expertise; the objective is to gain a specific competitive advantage." Examples of CVCs include GV and Intel Capital.
A boutique investment bank is an investment bank that specializes in at least one aspect of investment banking, generally corporate finance, although some banks' strengths are retail in nature, such as Charles Schwab. Of those involved in corporate finance, capital raising, mergers and acquisitions and restructuring and reorganizations are their primary activities. Boutiques usually provide advisory and consulting services, but lack capacity to provide funding. After the Gramm–Leach–Bliley Act, investment banks have either had a retail deposit base or have had funding from overseas owners or from Wealth Management arms. Boutique banks on the other hand often turn to other banks to provide funding or deal directly with capital rich firms such as insurers to provide capital for deals.
Touchstone Partners is an Indian corporate law firm with cross border transactional expertise. Headquartered in Mumbai, with offices in New Delhi and Bangalore, it advises national and multinational corporations and financial institutions in the context of corporate law and transnational mergers and acquisitions.
S&L Advocates is a Ugandan law firm headquartered in Kampala, the capital city of Uganda. It is a leading business law firm that was founded in 1980 by Paulo Sebalu and Godfrey Serunkuma Lule. The firm is a member of DLA Piper and the DLA Piper Africa Group. The firm's advocates are members of various professional bodies, including the International Bar Association, the Commonwealth Lawyers Association, the East African Law Society and the Uganda Law Society.
Kasirye Byaruhanga & Co Advocates is a Ugandan law firm headquartered in Kampala, the capital city of Uganda. It is a business law firm that was founded in 1991 by Andrew Kasirye and William Byaruhanga. The firm is part of Mackrell International, a global law firm network, and is active in litigation, with a substantial part of its practice also dedicated to transactional matters and retainer clients. The firm's advocates are members of various professional bodies, including the International Bar Association, the East African Law Society and the Uganda Law Society.
