Financial Updates – Page 40 – Financial Updates

How Scott Galloway Turned Discomfort in Investment Banking Into Career Superpowers

Executive Summary Scott Galloway’s reflections on his early years in investment banking reveal the harsh reality behind prestige. Although he hated the work—finding it soul-crushing, misaligned with his personality, and poorly suited to his skills—Galloway credits that experience, especially at Morgan Stanley, with the training in discipline, attention to detail, and tolerance for high-pressure environments. …

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Jefferies Q3 2025: Record Advisory Fees & Investment Banking Surge Amid Fixed Income Volatility

Americas Firms Banking

Executive Summary Jefferies delivered a strong Q3 2025 with net revenues of $2.05 billion, up 22% year-over-year, underpinned by a record advisory performance and gains in debt underwriting, though fixed income and equity underwriting showed mixed results. In comparison with peers like Goldman Sachs, Morgan Stanley, and Citigroup, Jefferies’ investment banking growth is competitive on …

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US Regulators Ease Post-Crisis Bank Rules: Big Relief for Lending, Risks Ahead

Americas Policy & Regulation Banking

Executive Summary US financial regulators have rescinded the 2013 leveraged-lending guidance, which limited loans with debt-to-EBITDA ratios above six unless certain repayment criteria were met, calling it “overly restrictive” and driving activity into lightly regulated private credit funds [2][5]. Concurrently, a final rule easing enhanced supplementary leverage ratio (eSLR) requirements will reduce capital held by …

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Morgan Stanley Forms Global Power & Energy Group to Lead Energy Transition Deals

Americas Firms Energy

Executive Summary Morgan Stanley has restructured its energy investment banking operations by merging its Global Energy and Global Power & Utilities teams into a new Global Power and Energy Group, effective mid-September 2025. The move installs Jon Fouts and Michael O’Dwyer as co-heads, with new regional leads, and reflects strategic recognition that demand is recovering …

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Morgan Stanley Unites Energy & Power Investment Banking Under New Leadership

Americas Firms Energy

Executive Summary Morgan Stanley has restructured its energy investment banking operations by combining its Global Energy and Global Power & Utilities groups into a single Global Power & Energy Group, effective September 2025. The new unit is co-led by Jon Fouts (formerly Global Head of Power & Utilities) and Michael O’Dwyer (formerly Global Head of …

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B. Riley Securities Hires Greg Crooks to Strengthen Healthcare & Life Sciences Banking

Americas Firms Banking

Executive Summary B. Riley Securities has appointed Greg Crooks as Senior Managing Director in its Healthcare and Life Sciences Investment Banking division, effective November 2025, based in New York. He brings over 20 years of experience with 140+ transactions totaling more than $30 billion, spanning biotech and life sciences capital markets and M&A advisory. This …

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US Rescinds 2013 Leveraged-Lending Rules: What This Means for Banks & Risk

Americas Policy & Regulation Banking

Executive Summary On December 5, 2025, the FDIC and OCC withdrew the 2013 leveraged-lending guidance that limited bank exposure to loans where debt exceeded about six times earnings, particularly curbing lending by banks to private equity and loss-generating tech firms. This rollback aims to bring more leveraged loan activity under bank supervision and boost competitiveness …

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When Investment Banking Made Him Miserable: Lessons from Scott Galloway’s Journey

Americas Firms Banking

Executive Summary Scott Galloway—once an analyst at Morgan Stanley—openly expresses his intense aversion toward investment banking, calling it hateful but simultaneously acknowledging it as one of life’s most formative and valuable training grounds. He outlines how those early years instilled crucial discipline and skills, while also leading him to understand his own limitations and steer …

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Regulators Rescind 2013 Leveraged-Lending Guidance, Lifting Limits on Risky Bank Loans

Americas Policy & Regulation Banking

Executive Summary In early December 2025, U.S. regulators including the FDIC and the Office of the Comptroller of the Currency officially rescinded the 2013 leveraged‐lending guidance, which had previously discouraged banks from underwriting loans with debt‐to‐earnings ratios above six times, particularly to private-equity backed or unprofitable tech firms [1][3]. The rollback is expected to shift …

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Paramount’s $108B All-Cash Bid Competes with Netflix in Media Deal Showdown

Americas M&A Media

Executive Summary Paramount Skydance has submitted a $108.4 billion all-cash hostile bid to acquire Warner Bros. Discovery (WBD), offering $30 per share—surpassing Netflix’s competing deal valued at about $82.7–83 billion with $27.75 per share. Netflix’s deal would acquire only WBD’s studios and streaming businesses, whereas Paramount’s offer includes WBD’s entire company, including linear cable assets. …

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