December 2025 – Page 26 – Investment Banking Updates

DBS AI Push to Phase Out 4,000 Junior Equity Research & Contract Roles Over 3 Years

Leave a Comment / AI in Finance, Banking Technology, Equity Research, Investment Banking, Layoffs & Restructuring / By Owen A. Radcliffe

DBS’s Clifford Lee predicts junior equity research roles will la...

DBS is already using AI to restructure its equity research team, e...

This vision goes beyond DBS’s separate plan to cut 4,000 contrac...

Across the industry, opinions diverge on whether AI will primarily...

Berkshire Partners Takes Majority Stake in United Flow Technologies, Drives Water Sector Growth

Leave a Comment / ESG Investing, Industrial Distribution, Mergers & Acquisitions, Private Equity, Water Infrastructure / By Owen A. Radcliffe

Berkshire Partners acquired a majority stake in United Flow Techno...

UFT, a rapidly scaled water and wastewater equipment distributor b...

The deal underscores private equity appetite for critical water in...

Undisclosed valuation, integration of recent acquisitions, and mac...

How Liberal Arts, Mentorship & Client Diversity Fuel Wealth Management Success

Leave a Comment / Financial Careers, Institutional Consulting, Mentorship & Networking, University Recruiting, Wealth Management / By Owen A. Radcliffe

Southwestern University alumnus Philip Moffatt ’20 is a Senior R...

He helps manage around US$4 billion across roughly 20 large corpor...

Moffatt attributes his rapid career progress to internships, mento...

The story highlights how liberal arts training, hands-on campus fi...

UK Autumn Budget 2025: Tax Hikes, Growth Risks & Hidden Opportunities Revealed

Leave a Comment / Fiscal Policy, Fixed Income & Gilts, Investment Strategy, Tax Policy, UK Autumn Budget 2025 / By Owen A. Radcliffe

Episode 78 of The Flip Side (Barclays Investment Bank) debates whe...

The Budget raises about £26 billion in new taxes by 2029, leans o...

With debt near 95 % of GDP, weak productivity, and still-elevated ...

SMEs are delaying investment amid policy uncertainty, while invest...

U.S. Furniture & Mattress Retail Outlook: Confidence High with Key Risks Ahead

Leave a Comment / E-commerce & Omnichannel, Furniture & Home Goods, Mattress Market, Mergers & Acquisitions, Retail & Consumer / By Owen A. Radcliffe

The US furniture and mattress sector showed resilient Black Friday...

Piper Sandler highlights Somnigroup International, boosted by Temp...

Wayfair benefits from storm-driven shifts to online shopping but f...

The US mattress market, about US$18–18.5 billion today, is forec...

How Netflix’s $59B Bridge Loan Fuels Its Warner Bros Acquisition & Debt Strategy

Leave a Comment / Capital Markets, Corporate Finance, Debt Financing, Media & Entertainment, Mergers & Acquisitions / By Owen A. Radcliffe

Netflix is buying Warner Bros Discovery’s studios and streaming ...

The deal is funded by a $59 billion unsecured bridge loan led by W...

Netflix’s pro forma net debt is expected to jump toward $75 bill...

The transaction faces regulatory review, execution and integration...

CPPIB Refines Private Equity Playbook: Focus, Discipline & Developed Markets

Leave a Comment / Asset Allocation, Market Strategy, Pension Funds, Private Equity, Private Markets / By Owen A. Radcliffe

CPPIB has promoted Caitlin Gubbels to Global Head of Private Equit...

The fund recently deployed over US$12 billion into private markets...

CPPIB is pulling back from direct growth equity and tech bets, res...

The portfolio is shifting away from emerging markets toward develo...

BNP Paribas Pushes Ahead: Rising US-EU M&A Presence & Infrastructure Drive

Leave a Comment / Asset Management, Capital Markets, Infrastructure Finance, Investment Banking, Mergers & Acquisitions / By Owen A. Radcliffe

BNP Paribas is ramping up its U.S. and UK/European investment bank...

The CIB division is delivering record revenue growth, supported by...

BNP remains weak in M&A advisory versus peers but is leveraging st...

Acquisitions such as AXA Investment Managers and a push into non-b...

Cantor Fitzgerald Enters ADGM: Gulf IPO Surge & Capital Markets Expansion Ahead

Leave a Comment / ADGM & Abu Dhabi, Capital Markets, Investment Banking, IPOs & Listings, Middle East Finance / By Owen A. Radcliffe

Cantor Fitzgerald is establishing an office in Abu Dhabi Global Ma...

The firm has appointed former EFG Hermes executive Ali Khalpey to ...

The move expands Cantor’s global investment banking platform int...

Cantor’s entry heightens competition in ADGM while offering clie...

2025 Finance Surge: M&A, IPOs & Private Credit Rise Amid AI’s Power Play

Leave a Comment / AI in Finance, Capital Markets, Initial Public Offerings (IPOs), Mergers & Acquisitions, Private Credit / By Owen A. Radcliffe

Global M&A rebounded to about $4.3 trillion in 2025, driven by lar...

IPO markets reopened selectively with volumes up roughly 62% year-...

Private credit has become a core part of the capital stack, now pr...

AI and digital infrastructure are at the center of cross-sector co...