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

Leave a Comment / Capital Markets, Corporate Restructuring, Energy Transition, Investment Banking, Power & Utilities / By

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

Leave a Comment / Corporate Restructuring, Energy & Utilities, Energy Transition, Investment Banking, Mergers & Acquisitions / By

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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Mizuho Eyes India Entry with Avendus Bid—But Valuation & Governance Pose Key Risks

Leave a Comment / Banking Strategy, Corporate Governance, Indian Financial Markets, Investment Banking, Mergers & Acquisitions / By

Executive Summary Mizuho Financial Group is intensifying efforts to expand its investment banking operations in India, with a focus on servicing corporate and institutional clients rather than commercial or retail segments. Key to this strategy is acquiring a majority stake in Avendus Capital—valued between US$700–800 million—which would provide Mizuho a local platform to accelerate deal-making …

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

Leave a Comment / Biotech and Pharma Finance, Capital Markets, Healthcare & Life Sciences Banking, Investment Banking, M&A Advisory / By

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

Leave a Comment / Bank Capital & Leverage, Banking Regulation, Leveraged Lending, Private Credit & Private Equity, Systemic Risk / By

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

Leave a Comment / Career Advice, Entrepreneurship, Investment Banking, workplace culture, Workplace Mental Health / By

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

Leave a Comment / Banking Regulation, Financial Risk, Leveraged Lending, Private Credit, Private Equity / By

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

Leave a Comment / Antitrust & Regulation, Corporate Finance, Investment Banking, Media & Entertainment, Mergers & Acquisitions / By

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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Q3 2025 Sees Investment Banking Rebound & Trading Surge—Cautious Optimism Ahead

Leave a Comment / Bank Earnings, Capital Markets, Financial Regulation, Investment Banking, Mergers & Acquisitions, Trading & Markets / By

Executive Summary The last two quarters of 2025 have ushered in a sharp rebound in investment banking (IB) activity in the U.S., led by major banks which reported double‐digit year-over-year fee growth in advisory, underwriting, and equity/debt markets. Trading revenue has also surged, helping to lift net profits, while analysts and bank leaders project continued …

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Regulators Lift Caps on Leveraged Lending — What It Means for Banks and Risk

Leave a Comment / Bank Capital, Banking Regulation, Credit Risk, Leveraged Lending, Private Credit / By

Executive Summary NYSE regulators FDIC and OCC have withdrawn the 2013 leveraged-lending guidance, ending formal caps (notably a 6× debt/EBITDA limit) and restrictive venture lending standards, citing competitive disadvantage and excessive rigidity in past years. These changes are already effective and accompany additional easing of capital rules (e.g., community bank leverage ratios), but criticism warns …

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