Private Equity Wire

JULY 26, 2023

Temple, which has over 35 years’ experience in the lift maintenance sector, was acquired by Hitachi in 2017. Rcapital was advised by Browne Jacobson LLP (legal), RJP LLP (tax), Bespoke M&A (due diligence) and PHD Property Advisory (property). Like this article?

Due Diligence 52

Due Diligence Legal Taxes Investors 52

The Motley Fool

MAY 13, 2024

Then just preparing for selling, conducting reverse due diligence. A lot of us understand that due diligence will be exerted on us by any potential buyer. They want to do their background checks and look through our financial accounting and rightly so, but there's reverse due diligence.

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Diamond Consultants

JUNE 23, 2022

In 2017, the headline was LPL’s purchase of 4 NPH firms. After your own due diligence, you may find that the new BD is actually the right one for you. So what does an IBD advisor do next? Here are 4 things that can help you to regain control of your business life. In 2021, Cetera Financial Group acquired Voya Financial Advisors.

Due Diligence 52

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The Motley Fool

JANUARY 25, 2024

The primary exclusion in Mobileye's non-GAAP numbers is amortization of intangible assets, which is mainly related to Intel's acquisition of Mobileye in 2017. So early adopters, they need a lengthy due diligence process. So after winning the big western OEM, I believe that due diligence phase is getting much shorter.

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Due Diligence Banks Amortization Leveraging 130

Pension Pulse

SEPTEMBER 18, 2024

To meet this challenge, the IMCO is prioritizing a streamlined due-diligence process to assess the viability of a deal presented by a GP. The turnover at IMCO since it began operating in 2017 is staggering, a lot of big talent has come and gone in that organization.

Assets 59

Assets Due Diligence Pension Funds Asset Management 59

SuperAngel.Fund

JANUARY 19, 2024

Since 2017, the syndicate has deployed $8.4m For founders too, when possible, many also prefer to raise from their existing investor base so as to maintain consistency and optimize for speed in due diligence and closing. across 25 investments into 16 companies. I estimate the current value to be $15.5m which represents a 24.6%

Startups 69

Startups Due Diligence Angel Investors Deal Flow 69

Pension Pulse

MAY 16, 2024

As a reminder, Vantage Data Centers was founded in 2010 and acquired by Digital Bridge, PSP Investments and TIAA Investments in 2017. When you are the size of CDPQ, you want to write €300m in private debt financing to get the most bang for your due diligence buck.

Financing 59

Financing Finance Debt Due Diligence 59

SuperAngel.Fund

OCTOBER 27, 2023

Since 2017, the syndicate has deployed $8.4m In addition to the fund which is my primary vehicle, Super Angel Syndicate provides an opportunity for investors to contribute more, from time to time, into individual companies via special purpose vehicles (SPVs). across 25 investments into 16 companies. I estimate the current value to be $16.1m

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Venture Capital Startups Deal Flow Due Diligence 64

Trivest Partners

NOVEMBER 1, 2022

We have closed 12 independent sponsor transactions since 2017, have 10 current portfolio companies, and are targeting a minimum of four new platforms per year going forward. Over the years, we continued to grow the investing part of the business and slowly decrease the investment banking portion.

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Due Diligence Private Equity Firms Private Equity Firms Investment Banking 40

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.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

The Motley Fool

AUGUST 10, 2023

We've been leaders in Germany since 2017 and one of only three companies with German production facilities. And just to follow up on Bevo, I know you didn't own the business, but -- but I would have to imagine your due diligence would have given you a sense of what its year-ago revenues would have been. and Australia.

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SuperAngel.Fund

MARCH 24, 2023

I worked with lawyers and an accountant, opened a bank account, got everyone to sign documents, collected money, and closed my first SPV on December 12, 2017. A syndicate is a group of investors that pools their capital to invest into deals (SPVs). Six of us invested $350,000. We hit it off on the first call.

Angel Investors 59

Angel Investors Due Diligence Legal Startups 59

Sara Grillo

JUNE 12, 2023

It requires care, skill, prudence, and due diligence (a best interests standard of care) to be followed when selling insurance. 2017, Nov 15). If fiduciaries were to behave as fiduciaries there would be fewer issues with these life insurance illustrations! link] National Association of Insurance Commissioners. And 0:30:26.4

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Pension Pulse

JANUARY 23, 2024

What progress have you made on implementing social impact and inclusion into your due diligence processes? It helps us to activate a ‘brown to green’ strategy because we will be able to better differentiate pricing between brown and green assets and calculate the value we can create by turning one into the other.

Investing 59

Investing Mergers and Acquisitions Assets Due Diligence 59

Pension Pulse

JANUARY 25, 2024

Jonathan joined Ontario Teachers’ in 2004 and led Alternative Investments and Global Tactical Asset Allocation, before taking on the role leading the GIS department in 2017. He will also proactively partner across the organization to manage Ontario Teachers’ relationships and reputation across stakeholder groups worldwide.

Investors 59

Investors Funds Startups Assets 59

The Motley Fool

DECEMBER 6, 2023

One way to think about is you had a big -- big bolus of work around data and CRM here in between 2012 and 2017. They were confident -- they did their due diligence. Peter Gassner -- Chief Executive Officer I'll chime in there a little bit. And their thinking, they -- they both had this idea of -- of leading thinking.

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Banks Consulting Consultants Due Diligence 130

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.

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Securities and Exchange Commission (SEC) Education Consulting Consultants 59

The Big Picture

JANUARY 15, 2025

He’s founder and CIO of Capital Allocators, and since 2017, has hosted a podcast by that same name. Barry Ritholtz : How do investors go about doing some due diligence on the funds they’re interested in? Do your homework and your due diligence.

Hedge Funds 59

Hedge Funds Venture Capital Due Diligence Funds 59

Pension Pulse

NOVEMBER 10, 2023

Our original investments were made between 2015-2017. Vestcor’s investment and risk management teams consider responsible investment issues when conducting their initial investment due diligence and through their ongoing monitoring activities. Sold our 45% stake in a portfolio of medical office buildings in Southern California.

Investing 59

Investing Buyout Stakes Assets 59

Private Equity Insights

FEBRUARY 13, 2025

Since Gilde Healthcares investment in 2017, Performation has completed seven strategic acquisitions and expanded beyond hospitals into adjacent healthcare verticals. William Blair acted as corporate finance adviser on the transaction, with Deloitte providing financial and tax due diligence.

Due Diligence 130

Due Diligence Private Equity Firms Private Equity Firms Legal 130

The Motley Fool

FEBRUARY 16, 2025

Investors should always do their due diligence because you never know exactly why a professional money manager is buying or selling a stock. In recent years, the company streamlined its operations while initiatives under CEO Dara Khosrowshahi, who took the reins in 2017, started to pay dividends. The position, valued at $2.37

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The Motley Fool

JANUARY 30, 2025

We recently won a multimillion-unit RAM data harvesting and cloud-enhanced driving assist program from a very key customer in parallel with continued due diligence for supervision. This deal strengthened our global data harvesting with another leading OEM with significant global volumes.

Due Diligence 130

Due Diligence Capital Banks Accounting 130

Pension Pulse

NOVEMBER 22, 2024

Agarwal joined the Caisse in 2017 and became managing director for CDPQ India in 2022, where he represented “the organization in the financial and business community, as well as with key stakeholders including the government and regulators,” according to his Linkedin profile. one of two companies that were part of the scheme alleged by U.S.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 59

The Big Picture

DECEMBER 19, 2022

From his numerous SEC violations (“Funding secured”) to smoking weed on the Joe Rogan show to the misguided and wildly overpriced “due-diligence free” purchase of Twitter , one must question the quality of counsel he receives when making major decisions. Tesla’s New Supercar Trounces Ferrari (November 17, 2017). __.

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Due Diligence Startups Legal Prospects 126

The Big Picture

NOVEMBER 25, 2024

Somehow no one in due diligence ever asked them about any of this. And not being able to tell them or show them makes it harder for them to do due diligence to understand how it may have behaved. And by and by the agreement, I wasn’t, I wasn’t even supposed to be in the equation at all. No one knew who I was.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

The Big Picture

APRIL 11, 2023

2017, you looked at Google and Facebook, I remember being in a discussion with my friend, Scott Galloway and he said, we got to break up these companies. DAMODARAN: We’re going to do our due diligence. We also tell them to do due diligence. They’re going to dominate the world. RITHOLTZ: Right.

Education 119

Education Financing Finance Taxes 119

The Motley Fool

APRIL 23, 2024

We will have to reassess everything, including value, once we have the chance to reengage in M&A due diligence, as everything we saw last year is now stale. For the avoidance of doubt, we are not currently performing due diligence on any M&A opportunity that would prohibit us from buying back stock today.

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