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  2. Lincoln International - Wikipedia

    en.wikipedia.org/wiki/Lincoln_International

    Lincoln International LLC is a multinational independent investment bank and financial services company specializing in advisory services and financings on middle market transactions. The firm works with publicly traded and privately owned companies, financial sponsors (private equity, venture capital, family offices, and hedge funds), and lenders.

  3. Investment banking - Wikipedia

    en.wikipedia.org/wiki/Investment_banking

    Investment banking has changed over the years, beginning as a partnership firm focused on underwriting security issuance, i.e. initial public offerings (IPOs) and secondary market offerings, brokerage, and mergers and acquisitions, and evolving into a "full-service" range including securities research, proprietary trading, and investment ...

  4. Wealth management - Wikipedia

    en.wikipedia.org/wiki/Wealth_management

    Wealth management (WM) or wealth management advisory (WMA) is an investment advisory service that provides financial management and wealth advisory services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. It is a discipline which incorporates structuring and ...

  5. Kroll Inc. - Wikipedia

    en.wikipedia.org/wiki/Kroll_Inc.

    The firm has continued its acquisition strategy acquiring Dubinsky & Co., a financial consulting company and Kane Reece Associates. [16] In 2010, the firm acquired the consulting business of Dynamic Credit Partners, bringing specialized talent in complex fixed income securities analysis, valuation and litigation support.

  6. Keefe, Bruyette & Woods - Wikipedia

    en.wikipedia.org/wiki/Keefe,_Bruyette_&_Woods

    Keefe, Bruyette & Woods, Inc., a Stifel Company, is an investment banking firm headquartered in New York City, specializing exclusively in the financial services sector.. KBW's primary business lines include research, corporate finance, equity sales and trading, equity capital markets, debt capital markets, and asset managem

  7. Exclusive: Rogo, an AI startup focused on finance ... - AOL

    www.aol.com/finance/exclusive-rogo-ai-startup...

    Gabe Stengel worked at Lazard in investment banking from 2020 to 2022. Now, he’s the CEO and cofounder of Rogo, a startup building an AI-driven platform especially for finance and its largest ...

  8. SEI Investments Company - Wikipedia

    en.wikipedia.org/wiki/SEI_Investments_Company

    In the 1990s SEI launched a wealth management operating platform for independent, fee-based investment advisors. [citation needed] In 1994, SEI was an early investor of LSV Asset Management and currently still holds a significant stake in the firm. [6] In 2012 SEI was sued by investors in connection with the financial crimes committed by Allen ...

  9. What Q3 investment banking trends reveal about the economy - AOL

    www.aol.com/finance/q3-investment-banking-trends...

    In Q3, BofA grew investment banking fees 18% year over year to $1.4 billion as clients’ confidence increased in taking on more debt and equity issuance. This appears to be a trend as, in ...

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