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Investment Firms

Publisher First Research, Inc.
Published Aug 18, 2025
SKU # FRRS20314494

Description

Brief Excerpt from Industry Overview Chapter:Companies in this industry take equity positions in target companies, typically owning a controlling interest. Major companies include Berkshire Hathaway, Clark Enterprises, Icahn Enterprises, and Jeffries Financial Group (all based in the US), along with CITIC (Hong Kong), EXOR (Italy), and SoftBank (Japan). The industry also includes the investment arms of major banks, such as Bank of America, Citigroup, Deutsche Bank, JP Morgan Chase, and Goldman Sachs.COMPETITIVE LANDSCAPEDemand is driven by the movement of capital throughout the economy. Profitability depends on the ability to identify targets for investment. Large firms have advantages in access to capital. Small firms can compete by specializing in market segments.PRODUCTS, OPERATIONS & TECHNOLOGYThe main revenue sources for investment firms include trading securities and commodity contract, which accounts more than 50% of the industry revenue. Gains from sold non-financial assets account for about 15%, followed by financial management consulting (10%), and loans to non-financial business (about 10%).

Table of Contents

Industry Overview
Quarterly Industry Update
Business Challenges
Business Trends
Industry Opportunities
Call Preparation Questions
Financial Information
Industry Forecast
Web Links and Acronyms

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