Private Equity Insights

JUNE 28, 2023

BC Partners’ investment committee became uncomfortable with the asking price after conducting due diligence on the business, one of the sources said. Apax bought a controlling stake in Ascential in 2008 when it was still known as EMAP, before listing the business in 2016 and selling its remaining stake the following year.

Bidding 130

Bidding Private Equity Firms Private Equity Firms Due Diligence 130

The Motley Fool

MARCH 29, 2024

I did my due diligence and shopped around with several mortgage lenders. A lot of people associate ARMs with the 2008 Great Recession and the subprime mortgage crisis, but this might be overstating things just a bit. Image source: Getty Images It's finally time -- I'm officially house hunting.

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The Motley Fool

JULY 27, 2023

In retrospect, 2008 was a turning point for Apple. In a nutshell, we view Tesla where Apple was in the 2008/2009 period as [Apple] was just starting to monetize its services and golden ecosystem, with [Wall Street] not seeing the broader golden vision at the time. Still, after reviewing his logic, I'm inclined to agree.

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The Motley Fool

NOVEMBER 18, 2024

Make sure to do some due diligence of your own before investing. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,611 !* Remember, Buffett and Berkshire invest hundreds of billions of dollars and have different mindsets from retail investors.

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Stakes Companies Due Diligence Accounting 130

The Motley Fool

OCTOBER 12, 2024

But, as wise investors know, recent price action is in no way a substitute for doing due diligence. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,047 !* Summit Therapeutics (NASDAQ: SMMT) is an exciting stock for many investors as its shares are up by 158% in the last three months alone.

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Private Equity Insights

JUNE 28, 2023

The three-person leadership team will be led by co-managing partner Danny Graham, a manager research and due diligence head who left Bear Sterns & Co. in 2008, around the time of the firm’s failure during the financial crisis, to join Landmark. Trip Samson said he and Allyson have sold about 18.5%

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Stakes Private Equity Firms Private Equity Firms Due Diligence 130

The Big Picture

MARCH 20, 2023

When JPM Chase purchases Bear Stearns without time to do proper due diligence but instead receives guarantees — or when UBS is encouraged to purchase weaker rival Credit Suisse via similar backstopping — is that a bailout? 3 Previously : Déjà Vu? billion), followed by the rescue of the S&L industry for $178 billion.

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Private Equity Wire

SEPTEMBER 20, 2023

Over the last decade, the influx of institutional capital into the alternative investment arena has pressured fund managers to provide greater transparency into holdings and meet rigorous operational due diligence standards.

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Hedge Funds Due Diligence Fee Structure Collateral 96

BlueMind

DECEMBER 23, 2022

One of the few movies which portray the 2008 financial market crisis in the most accurate way possible, this thrilling movie’s inciting incident begins when a risk-management division head is laid off due to the company’s downsizing. In addition, know where your money is going. Billions Drama Series (2016 – 2022).

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Hedge Funds Due Diligence Financing Finance 98

The Motley Fool

NOVEMBER 8, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,034 !* But we've also had a number of transactions or investments that we were actively executing on in due diligence and legal documentation that just, for one reason or another, slipped away. Dwayne Louis Hyzak -- Chief Executive Officer Yeah.

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Capital Asset Management Due Diligence Assets 130

SuperAngel.Fund

OCTOBER 27, 2023

The sharing economy was born from the global financial crisis of 2008. The need for genuinely inventive solutions only increases during a downturn. The Dot Com boom created the internet.

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Venture Capital Deal Flow Startups Due Diligence 64

Quiet Growth

OCTOBER 12, 2023

As seen during the 2008 financial crisis, several securities had high ratings until just before they collapsed. It’s always essential to conduct thorough due diligence. Potential conflicts of interest: Since bond issuers pay rating agencies for their services, there’s potential for conflicts of interest.

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The Motley Fool

NOVEMBER 8, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,034 !* We do certainly have a disciplined and rigorous filtering process, and we've moved a number of those through to due diligence phase. Netflix: if you invested $1,000 when we doubled down in 2004, you’d have $429,567 !*

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Capital Due Diligence Legal Bidding 130

Pension Pulse

MAY 17, 2023

The 77-year-old billionaire told the Financial Times that big asset managers had competed aggressively to lend to the largest private equity groups as money poured into their coffers in 2020 and 2021, raising questions over the due diligence the funds conducted when they agreed to provide multibillion-dollar loans.

Debt 52

Debt Pension Funds Banks Due Diligence 52

The Motley Fool

MAY 21, 2024

Don writes, prior to becoming a member of the Motley Fool in 2008, I was inclined to sell a stock after it increased in value in order to lock in gains. My favorite came from Don. Dear David, perhaps the most important lesson I've learned from you, is let your winners run. I really love India.

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Venture Capital Capital Due Diligence Investing 130

The Motley Fool

NOVEMBER 7, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,133 !* We didn't do any due diligence if you recall. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $23,324 !* And we bought this asset, remember, based on analysts' consensus.

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The Motley Fool

NOVEMBER 6, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,271 !* So in many cases, it was very aggressive technical due diligence plus getting your best price out there. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $22,469 !* This was six weeks.

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Leveraging Capital Due Diligence Accounting 130

The Big Picture

DECEMBER 5, 2023

So, 00:22:17 [Speaker Changed] So when you are evaluating a company, this is more than EBITDA or earnings per share or something like that, you are really doing your due diligence on the management team and how effective they are. And hey, are these people we want to get into bed with and do business with? That makes a lot of sense.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Blackstone

NOVEMBER 16, 2023

We take a more muted view for the next cycle as multiple expansion was responsible for only 14% of the average annual total return from 1991 to 2008 when rates were both higher and more volatile. 9 In a higher-rate environment, earnings growth will drive returns. 12 Of course, not all private credit is created equal, as Jon discusses below.

Leveraging 52

Leveraging Banks Debt Leveraged Buyouts 52

The Big Picture

OCTOBER 31, 2023

And what I think distinguishes us at Wellington is that we’re able to utilize our public market investors in the due diligence process in helping us assess. And so we, we kind of stay very stealth when we’re in the due diligence process. 00:45:53 [Speaker Changed] So where does your deal flow come from?

Hedge Funds 65

Hedge Funds Mutual Funds Funds Due Diligence 65

The Big Picture

JULY 26, 2022

Well, you have to have a certain track record, be around for certain length of period, be able to check all of their due diligence boxes, and that takes time and money. I think we have — the consumer isn’t as leveraged as they were back in 2008. WEAVER: Yeah. And I checked zero of those boxes. RITHOLTZ: Right.

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Consultants Consulting Private Equity Firms Private Equity Firms 119

The Big Picture

JANUARY 9, 2024

And it stopped in like September of 2008. 00:33:08 Who, who is advising him to waive due diligence? Well, 00:33:14 He, so I actually think that in hostile public company m and a, it is not that uncommon to not do due diligence, right? And it restarted in, I wanna say March of 2009, but like onlya little bit.

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Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Motley Fool

MARCH 2, 2024

I would like to think basic due diligence has had both parties run this up the flagpole in terms of legal and probably regulatory expert folks. In fiscal 2008, which their fiscal year is ending in February, it's always weird. When they stopped their major growth trajectory, like I said in 2008, they were at $0.90

Financial Services 130

Financial Services Capital Mergers and Acquisitions Banks 130

The Motley Fool

NOVEMBER 7, 2024

Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,133 !* In my past life, I've been involved in a fair bit of M&A, and it's really important that, we have a thorough due diligence. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $23,324 !*

Assets 130

Assets Banks Due Diligence Leveraging 130

Pension Pulse

MAY 8, 2023

Blackstone told us "extensive pre-investment due diligence showed PSSI had industry-leading hiring compliance." But it seems, that diligence failed to find what was obvious to investigators watching a shift change in a parking lot. Both the Templeton and Kluge prizes also carry cash awards of more than $1 million.

Due Diligence 52

Due Diligence Education Pension Funds Funds 52

Axial

OCTOBER 26, 2023

We assist in valuation, transaction structure, marketing the business, leveraging our network of institutional buyers and managing due diligence / legal process to close. In 2008 Bentley professionals worked with over 50 clients. Our fees are 100% performance based paid at close of transaction.”

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Pension Pulse

SEPTEMBER 6, 2023

When I read the first draft of the private fund rule, my first reaction was that the SEC must have subpoenaed a few hundred operational due diligence reports written by knowledgeable ODD practitioners across the industry. On a yearly basis this was the steepest decline since 2008, when All Equity REITs declined 41.1%.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consultants Consulting 59

Pension Pulse

AUGUST 8, 2023

I've seen it firsthand at the BDC back in 2008 and I will see it again. Of course, since then, Sequoia Capital has been more than happy to accept Canadian and other pension money and it even made the news last year when the FTX disaster exposed its weak due diligence.

Venture Capital 52

Venture Capital Capital Pension Funds Startups 52

The Motley Fool

DECEMBER 3, 2024

So, if you are thinking about investing in XRP, do your due diligence. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,946 !* If you think that Bitcoin is overheating after rallying 40% over the past 30 days, what do you think about XRP? It's up by more than 400% during the same period.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Due Diligence Financial Institutions Exchange-Traded Funds 246

The Motley Fool

SEPTEMBER 8, 2023

Virgin Islands is seeking damages from the bank for allegedly continuing to do business with Epstein despite repeated red flags and his guilty plea in 2008. It's critical that these institutions take their due diligence and responsibility seriously in order to prevent such atrocities.

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Due Diligence Banks Financial Institutions Liabilities 246

The Motley Fool

JANUARY 10, 2025

Apple: if you invested $1,000 when we doubled down in 2008, youd have $45,963 !* I have some Fintech apps that I use myself, but buyer beware, do your due diligence before you place your funds anywhere. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $363,307 !*

Portfolios 130

Portfolios Finance Financing Due Diligence 130

Pension Pulse

OCTOBER 11, 2024

Delinquency rates now exceed both 2008 and… pic.twitter.com/jd0Xi4y6hB — The Kobeissi Letter (@KobeissiLetter) October 11, 2024 Still, there's no question stocks are headed for another strong year and capping off a historic run: BREAKING: The S&P 500 is now trading above 5,800 for the first time in history and up 23% year-to-date.

Banks 59

Banks Due Diligence Asset Management Assets 59

The Motley Fool

JANUARY 12, 2025

Just make sure to do your due diligence. Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,855 !* And that's a reminder to investors that there are always opportunities, especially with value stocks that may be more insulated to any market sell-off since investors already have low expectations.

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Due Diligence Banks Stock Market Stock Market 237

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. My family and I moved to McLean, Virginia in, in 2008. Then as we dug in and dug in and dug in, we realized that there were a lot of loans that were really experiments. The LTV was very high. What, so what was that experience like?

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Motley Fool

JANUARY 8, 2025

As part of this strategy, do your due diligence, and be prepared to buy stocks that you've researched and know are excellent long-term bets. Apple: if you invested $1,000 when we doubled down in 2008, youd have $46,399 !* Then you can be confident when buying stocks that everyone else is panic-selling.

Stock Market 130

Stock Market Stock Market Due Diligence Investors 130

The Motley Fool

DECEMBER 29, 2024

Investors should not copy those trades without due diligence. Apple: if you invested $1,000 when we doubled down in 2008, youd have $48,404 !* He also bought 128,207 shares of Meta Platforms, increasing his position by 961%. Meta is now his second-largest holding aside from options, and Microsoft no longer ranks in the top 50.

Hedge Funds 130

Hedge Funds Due Diligence Stakes Prospects 130