Finance Updates – Page 41 – Finance Updates

Morgan Stanley’s Q3 Surge: $81B Asset Inflows & Record Wealth Revenue Boost Profits ~45%

Americas Firms Securities and Commodity Contracts Intermediation and Brokerage

Jim Cramer said Morgan Stanley’s asset gather...

Q3 2025 wealth management delivered $8.23B in...

Institutional Securities surged as equities t...

The results move Morgan Stanley closer to its...

Why Apple Is Shifting Its Card Issuer to JPMorgan: Banking Profit Meets Regulatory Strain

Americas M&A Depository Credit Intermediation

Apple and Goldman Sachs are unwinding the App...

Apple’s original terms—broad approvals includ...

JPMorgan negotiated roughly a 7% discount on ...

The exit caps Goldman’s retreat from consumer...

U.S. Bancorp to Acquire BTIG in $1B Deal, Expanding Capital Markets Footprint

Americas M&A Securities and Commodity Contracts Intermediation and Brokerage

U.S. Bancorp agreed to buy investment bank BT...

The deal pays $725 million upfront (half cash...

BTIG adds equities sales and trading, electro...

U.S. Bancorp expects negligible 2026 EPS impa...

William Blair Elevates 25 Partners Globally in 2026 to Strengthen IB & Senior Bench

Global Firms Securities and Commodity Contracts Intermediation and Brokerage

William Blair promoted 25 new partners worldw...

More than half of the promotions were in inve...

The new partners span major U.S. hubs and Lon...

The class supports William Blair’s independen...

Biotech SPACs in 2021–2025: Roivant’s Cash Strength & Celularity’s Revenue Rise Amid Risks

Americas Markets Pharmaceutical and Medicine Manufacturing

The 2021 biotech SPAC boom produced mega-vehi...

Post-merger outcomes diverged, with Roivant h...

As deal performance, regulatory scrutiny, and...

How AEA & ON Teachers Paid $954M to Recapitalize Traeger—From Expansion to IPO Path

Americas M&A Electrical Equipment, Appliance, and Component Manufacturing

In 2017, Trilantic North America recapitalize...

The transaction implied about US$954 million ...

During Trilantic's ownership, Traeger tripled...

Traeger later went public in August 2021, rai...

CCMP Growth Raises Fund IV Above $500M to Back Lower-Middle Market Consumer & Industrial Champions

Americas Firms Other Investment Pools and Funds

CCMP Growth Advisors closed its first fund si...

The buyout fund targets control deals in Nort...

CCMP IV has invested in four initial platform...

The strategy emphasizes platform build-and-bu...

CCMP Growth Taps Peter Papagiannis to Drive Operational Excellence and Board Governance

Americas Firms Funds, Trusts, and Other Financial Vehicles

CCMP Growth Advisors appointed former BGIS Gl...

He scaled BGIS to 10,000+ employees and over ...

Papagiannis already sits on the boards of CCM...

The hire deepens CCMP Growth’s board-level ov...

Udemy Slips After KeyBanc Downgrade Amid Coursera Merger: What Investors Should Know

Americas Markets Educational Services

KeyBanc downgraded Udemy (UDMY) to Sector Wei...

The all-stock deal announced Dec. 17, 2025 va...

The transaction is expected to close in H2 20...

With Udemy already ~45% below its 52-week hig...

What the Metalmark-Host Deal Reveals About Ports, Growth Capital & Governance

Global FYI Finance and Insurance

Metalmark Capital took a minority growth-equi...

Host stayed founder-controlled, with CEO Adam...

The deal supports Host’s vertically integrate...

Host has since expanded via acquisitions incl...