Guilherme Hubner’s Post

Investment banking isn't just about finance, it's about shaping the future. The role of investment banking in shaping the business landscape cannot be understated. 📍 Understanding the Environment Investment banks play an essential role in making markets work by understanding and mitigating risks. They make it easier for investors and companies to navigate the financial landscape by analyzing market trends and deploying astute financial solutions. 📍 Delivering a Vast Array of Solutions At Fundwise, our team of experienced professionals offers a broad range of services, from Mergers & Acquisitions advice to raising capital through IPOs. ✔️ Capital Raising Raising capital is a delicate process. It is about timing, finding the right investors, and presenting compelling opportunities. Fundwise helps businesses find and secure the funding they need for growth and expansion. ✔️ Mergers & Acquisitions Business strategy can often involve M&A. It demands a clear understanding of the involved businesses' strategy, culture, and finances. Our M&A strategists work closely with you to ensure a seamless and successful transaction. 📍 Ensuring Client Success At the heart of Fundwise lies a client-centric and supportive approach. Our team not only offers financial solutions but also stands as strong partners who champion your success. The world of investment banking can be a labyrinth, but it doesn’t have to be. With Fundwise, we focus on: ❖ Clarity - We thrive in complexity but deliver transparency ❖ Strategy - We understand the big picture but account for the details ❖ Success - We strive not just for results but also for your business growth Investment banking is an integral piece of the economic puzzle. Through intelligent finance, strategic partnership, and tenacious support, Fundwise helps unlock the potential in businesses and motivates them to reach higher than ever before. #InvestmentBanking #MergersAndAcquisitions #CapitalRaising #BusinessGrowth #Fundwise

Offering flexibility, liquidity, and faster return on capital, #Secondaries are increasingly important in the private funds market. At DLA Piper, we are proud to execute many of the most significant transactions in the global #SecondariesMarket each year. Our dedicated and award-winning team is here to help navigate the complexities of sophisticated secondaries processes and execute intricate transactions. Learn more about our work at the link. #FundLiquidity #PrivateFunds #InstitutionalInvestors #InvestmentFirms #InvestmentManagement

After a post-COVID craze with IPOs and exits, the converseation with Founders and Business Owners today is different. The headlines about the current state of the M&A and IPO market look to be weighing on business owners. Many regret not selling sooner and worry about falling valuations, according to the latest UBS Investor Watch report. Have business owners missed the proverbial boat? Watch the webinar replay with experts from UBS discussing the latest market trends affecting business owners' sales and exit opportunities

We’re organizing our private capital advisory business into four distinct specialties – GP Solutions, LP Solutions, Direct Equity and GP Stakes – to better serve the financial sponsor community in combination with the broader Stifel Investment Banking platform. As part of this enhanced effort, we’re pleased to announce the hiring of several secondary transaction advisors, led by Credit Suisse veteran Dirk Jonske. "The combination of Eaton Partners’ private capital advisory expertise and Stifel’s leadership position in investment banking underscores our commitment to serving financial sponsors with a holistic suite of capabilities designed to best help them address their evolving needs", commented Stifel Global Head of Investment Banking Brad Raymond.   Eaton Partners Managing Director Eric Deyle notes that “Eaton Partners pioneered fund placement 40 years ago, and we continue to set the tone for private capital market advisory, execution, and support.”   #privatecapital #financialsponsors #GP #LP #advisory #investmentbanking #secondarytransactions

At AXIS Capital Markets, we specialize in placing private credit and secondaries. Our main focus is collaborating with mid-stage to mature VC- or PE-backed companies. With the increase in interest rates and a slowdown in buyout exit activity, secondary transactions continue to attract limited partners' attention. According to a recent report from the Financial Times, Goldman Sachs has successfully raised $15 billion for a private equity fund. However, this fund is not intended for acquiring companies; instead, it will focus on purchasing limited partner interests in other funds, a practice known as "secondaries." The realm of private equity secondaries has evolved from being a niche strategy with $100 billion in assets to approaching the $500 billion mark. This growth aligns with the emergence of other financial engineering techniques, such as "net asset value" lending, which involves using an underlying fund holding a portfolio of companies. For instance, Vista Equity Partners recently utilized a #NAV loan to secure the $1 billion in equity required for a software investment. While some industry veterans argue that the golden age of private equity has passed due to the unavailability of low interest rates and increased volatility in corporate valuations, the flow of funds into these alternative assets shows no signs of slowing down. According to McKinsey & Company, the total AUM in private capital now stands at an estimated $12 trillion, growing at a compound rate of 20% over the past five years. #secondaris #venturecapital #privatecredit #privateequity -------- For more #secondarymarket news and insights, sign up for our newsletter here: tinyurl.mobi/VF5n.

Great read on the impact of wealth management business units within financial institutions by Jon Sindreu and The Wall Street Journal. Wealth management is an attractive business with a relatively high return on equity and fee-based streams of income that are uncorrelated to interest rate sensitivity. This business requires scale and continued capital investment, but top performers in the financial institution sector have "bet" on wealth as a core business. Check out the article for more insights on why partnerships or a commitment to self-investment in platform builds are worth it.

I've often been asked, what exactly do Investment Bankers do? In essence, investment banking is a specialized financial service that helps companies, governments, and other organizations raise capital and navigate complex financial transactions. We can act as intermediaries, connecting entities that need money with those who have money to invest. Some of those key, broad functions at investment banks include the following: - Mergers and Acquisitions: Advising on and facilitating the buying, selling, or combining of companies (which is our focus here at Infinity Capital) - Underwriting: Helping companies issue stocks or bonds to raise funds. - Corporate Finance: Offering strategic financial advice to improve a company's value. - Asset Management: Managing investments for wealthy individuals and institutions. Here at Infinity Capital, we set out to address a lack of sell-side advisory services in Oklahoma, and more broadly, the often-overlooked markets throughout the central and southern plains regions. Our mission? Get in the trenches with business owners who are seeking to exit or raise capital for their business and fight for their best possible outcome. If you, or someone you know, wants to learn more about how we help business owners make the most of selling their business, we would welcome the opportunity to make a new connection. Feel to reach out directly or you can learn more about us here: https://lnkd.in/dda7_gF3

𝐈𝐍𝐕𝐄𝐒𝐓𝐌𝐄𝐍𝐓 𝐁𝐀𝐍𝐊𝐒 💹🏦 ✮ Investment banks are financial institutions that provide a range of financial services to corporations, governments, and institutional investors. ✮ They play a crucial role in the global financial system by facilitating the raising of capital, offering financial advisory services, and assisting with mergers and acquisitions. 1] 𝐁𝐮𝐥𝐠𝐞 𝐁𝐫𝐚𝐜𝐤𝐞𝐭 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐁𝐚𝐧𝐤𝐬: Bulge bracket banks are typically large, global, full-service institutions that provide a wide range of financial services, including underwriting and distributing securities, mergers and acquisitions (M&A) advisory, trading, asset management, and research. ⚝ 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐚𝐥 𝐀𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬: They are often hired by major corporations and governments for large-scale financial transactions such as initial public offerings (IPOs), bond issuances, M&A deals, and strategic financial advice. 2] 𝐁𝐨𝐮𝐭𝐢𝐪𝐮𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐁𝐚𝐧𝐤𝐬: Boutique investment banks are smaller firms that specialize in specific areas such as M&A advisory, restructuring, or industry-focused expertise. ⚝ 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐚𝐥 𝐀𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬: Companies may hire boutique banks for specialized advisory services in complex or industry-specific transactions. 3] 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐄𝐪𝐮𝐢𝐭𝐲 𝐅𝐢𝐫𝐦𝐬: Private equity firms are not traditional banks, but they engage in investment banking activities by raising capital from investors and using it to acquire and invest in companies.  ⚝ 𝐏𝐫𝐚𝐜𝐭𝐢𝐜𝐚𝐥 𝐀𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬: Private equity firms invest in businesses with growth potential, often taking a hands-on approach to improve operations, increase value, and ultimately sell or exit these businesses at a profit. 4] 𝐇𝐞𝐝𝐠𝐞 𝐅𝐮𝐧𝐝𝐬: Hedge funds are investment funds that pool money from accredited investors to invest in various financial instruments, often with a focus on generating high returns. 5] 𝐑𝐞𝐚𝐥 𝐄𝐬𝐭𝐚𝐭𝐞 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐁𝐚𝐧𝐤𝐬: These banks specialize in real estate financing, including raising capital for real estate projects, structuring real estate investment vehicles (REITs). Equivaluesearch Saumitra Mondal  #investmentbanking #investment #investmentbanker #investmentproperty #Stockmarket #wealth

“The number of private market fund managers will shrink to as few as 100 over the next decade as higher interest rates, fundraising challenges and increasing regulatory costs drive a massive wave of consolidation.” Dave Layton Financial Times Partners Group Donnelley Financial Solutions (DFIN) #finance #mergersandacquisitions #privateequity #FinancialTimes #privatemarket #lendingsolutions #DFIN #Venue #PartnersGroup

Have you ever experienced frustration with the contrast between the sophisticated strategies accessible to institutional investors and the fragmented private wealth solutions available to individuals? This is the driving force behind the foundation of Vega. At Vega, we are on a mission to bridge the gap between the institutional and private wealth management worlds, empowering the new generation of high-net-worth individuals and their advisors with the tools and technology to manage their wealth like top institutional investors. Eligible users can invest across the asset allocation spectrum and build diversified portfolios covering both private asset classes such as private equity, venture capital, private credit, and real assets, as well as public equities, fixed income, and commodities. Beyond investment products, we are also building a wide range of liquidity and financial planning solutions. These will help wealth advisors unlock liquidity from — and optimise the management of — complex financial assets, while engaging digitally with their clients through our comprehensive wealth management operating system. To learn more about Vega and our mission, visit our website: https://lnkd.in/d3QFEEPZ #wealthtech #familyoffice #alternatives #wealthmanagement #fintech