Private Equity Insights

SEPTEMBER 14, 2023

Cinven’s Iberia Regional team worked closely with its Consumer Sector team to identify Planasa as an attractive primary investment opportunity based on its market leading position, strong track record of growth, and the significant market opportunity supported by increased global berry consumption. Source: Cinven Can’t stop reading?

Legal 130

Legal Private Equity Firms Private Equity Firms Taxes 130

The Motley Fool

OCTOBER 17, 2024

We launched da Vinci SP in Q3 of 2018 and the installed base now stands at 243. As a reminder, given recent and ongoing capital investments, we expect a significant increase in depreciation expense in 2025 as we bring online additional facilities. accounts and in continued pursuit of additional indications.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Depreciation Taxes Capital 130

The Motley Fool

NOVEMBER 3, 2023

That includes the upfront recognition of unregulated solar investment tax credits and certain gains from asset sales. billion of after-tax proceeds to reducing debt. The decrease reflects updated and refined estimates around production tax credit, cost of capital, and REC values. utility customer.

Financing 100

Financing Finance Taxes Shareholders 100

The Motley Fool

FEBRUARY 27, 2024

Of course, there are significant benefits to this, the most important of which, from our perspective, is the potential lifting of the confiscatory 280e federal taxes imposed on regulated cannabis operators, and Paul will discuss our thoughts in more detail. With Viridian Capital Advisors reporting that both U.S.

Taxes 100

Taxes Assets Capital Debt 100

The Motley Fool

AUGUST 6, 2024

million pre-tax unfavorable impact is driven by the use of cash to fund the NuVasive line of credit paydown at merger close, share repurchases related to our buyback plan, and interest expense from the senior convertible note, which was assumed from NuVasive at merger close. The gap tax rate for the second quarter was 33.2%

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Capital Taxes 130

The Motley Fool

OCTOBER 24, 2024

I would like to express my sincere thanks to Greg for his partnership with me through my first year as CEO and his successful performance as CFO since 2018. We are narrowing our adjusted EPS guidance to the high end of the prior range due to that margin outlook combined with favorable adjustment to our effective tax rate.

Leveraging 130

Leveraging Portfolios Capital Shareholders 130

The Motley Fool

OCTOBER 29, 2024

Combined with the $252 million of common unit repurchases over the same period, our total capital return was $4.8 We returned roughly $1 billion more than our growth capital expenditures were for the same period. Total capital investments in the third quarter of 2024 were $1.2 You sort of saw the same thing in 2018, 2019.

Assets 130

Assets Capital Banks Debt 130

The Motley Fool

AUGUST 2, 2023

Capital expenditure in the second quarter was 2.8% We're continuing to find opportunities to drive efficiencies in our capital investment programs. And as you'll see on the next slide, we slightly revised down our full-year expectations on capital spend. of revenue, as compared to 2.7% in the first quarter.

Financial Institutions 130

Financial Institutions Capital Debt Portfolios 130

The Motley Fool

JANUARY 13, 2024

They've made a lot of big acquisitions and some big capital investments in the resorts. This has to be a really good ski season I think to support continued investment, keep the dividend growing. It was Tax Day, April 15th, 2005. But in 2018, having just hit 70, it goes 70-30. David Gardner: Let's do it.

Debt 130

Debt Companies Mutual Funds Returns 130

The Motley Fool

OCTOBER 11, 2024

Without the impact of the investment securities portfolio repositioning, earnings per share would have been $1.52. per share of discrete tax benefits. We also benefited from improved results in our venture capital investments. Turning to Slide 4. Net interest income declined $233 million or 2% from the second quarter.

Banks 130

Banks Assets Capital Investment Banking 130

The Motley Fool

JUNE 20, 2024

We continue to take a disciplined approach to deploying capital with a focus on projects which drive long-term sustainable net earnings growth while remaining committed to our investment-grade debt rating, increasing our dividend over time subject to board approval and returning excess capital to shareholders when we are able to do so.

Capital 130

Capital Banks Shareholders Leveraging 130

The Motley Fool

JULY 26, 2023

From 2Q 2018 to 2Q 2020, our wireless service revenues were essentially flat. At the same time, we're investing in the future of our company and the future of our country's connectivity. Since July 2020, our capital investment has totaled about $65 billion. Capital investment was 5.9 billion year to date.

Debt 100

Debt Capital Financing Finance 100

The Motley Fool

AUGUST 1, 2023

Our effective tax rate was 24.7%. We continue to expect our full year effective tax rate to be around 30%. It takes time to build to have the effect because little do people remember Crazy Thursday start from back to 2018. Operating profit was $257 million, more than tripled year over year.

Leveraging 130

Leveraging Shareholders Portfolios Banks 130

The Motley Fool

JULY 27, 2023

We delivered strong sequential improvement in adjusted EBITDA margin for both Subsea and Surface technologies, including a 420 basis point increase in Subsea to 14.4%, the highest quarterly margin since 2018. Net interest expense was $30 million and lastly, tax expense in the quarter was $43 million.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Legal Shareholders Capital 100

The Motley Fool

JULY 5, 2024

I know there's not just top-line growth, do I have to guess the effective tax rate for the companies I'm looking at five years from now? That is the cash that is left over after the company has paid all of its bill, made all of its capital investments, made all of its investments and working capital. You can do it.

Investing 130

Investing Shareholders Debt Capital 130

The Motley Fool

FEBRUARY 23, 2024

Of fundamental importance, our 2023 investing in gaming and nongaming was accretive. Our announced 2023 capital investments were made at a blended initial unlevered investment yield of 7.7%. Our 2023 investing was also balance sheet-enhancing. billion of investment with approximately $1.6 We funded this $1.8

Assets 130

Assets Capital Leveraging Debt 130

The Motley Fool

FEBRUARY 7, 2024

The federal government is moving closer to rescheduling cannabis as a Schedule 3 drug to make justice system more fair and reduce taxes on plant-touching business by over 50%. Adoption of the Safer Banking Act is on the table as well, which would give the industry access to normal bank capital. Note that $2.2 Finishing up the P&L.

Leveraging 100

Leveraging Shareholders Banks Capital 100

The Motley Fool

NOVEMBER 7, 2023

This new version increased our model accuracy by about 15%, the largest improvement we have seen since we began tracking improvements in 2018 by about a factor of 1.5. Last quarter, we launched Model 15.0, the latest version of our core personal loan underwriting model. Please go ahead.

Banks 100

Banks Capital Funds Assets 100

The Motley Fool

APRIL 30, 2024

billion cubic feet per day, which would average to a pace of roughly one new plant per year since 2018. We are successfully progressing our 2024 capital investment plan. The tax rate for the quarter was 18%, resulting in a tax provision of $293 million. Additionally, MPLX announced two strategic transactions.

Capital 130

Capital Assets Shareholders Returns 130

The Motley Fool

APRIL 25, 2024

Curbing our capacity plans and managing down capex and investing in initiatives that create capacity without capital investment. To illustrate this point, consider 2018, the most recent year in which Easter fell in the last weekend of March. Nominal RASM declined sequentially 5 points.

Capital 130

Capital Banks Returns Investors 130

The Motley Fool

JULY 18, 2024

Lastly, our second-quarter adjusted tax rate was 15%. So we believe that ROIC is a good measure of how effectively we're deploying the capital, and we look at a balanced approach, right? So other internal capital investments that drive future growth. The adjusted gross margin ratio was 56% of sales.

Capital 130

Capital Portfolios Financing Finance 130

Axial

OCTOBER 26, 2023

.” Visit Brentwood’s Profile “McDonald Dalton Capital Partners is a highly experienced capital markets firm with a focus on completing successful transactions for our clients. Sun M&A brings extensive, broad based expertise, yielding the greatest probability of a successful sale with a maximum net after-tax yield.”

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Pension Pulse

MAY 13, 2024

The budget and the open letter share the goal of an increase in real capital investment, not simply about the purchase of securities. Note, too, the effectiveness problem is only overcome if pension plans are forced into concessional investing. Being forced into concessional investing is an unacceptable outcome.

Pension Funds 52

Pension Funds Financing Finance Banks 52

The Motley Fool

APRIL 23, 2024

Thanks to the GE team, we significantly improved our financial position, reducing debt by more than $100 billion since 2018 and enhance our operational execution by embracing lean with a relentless focus on safety, quality, delivery, and cost, in that order, to better serve our customers.

Banks 130

Banks Capital Shareholders Investors 130

The Motley Fool

NOVEMBER 19, 2024

In the quarter, we recognized a pre-tax gain of $54 million on deferred consideration associated with the 2022 sale of our Canadian retail business. declined 86 basis points and the adjusted effective tax rate of 24.2% So if I could take you back, I mean, when we started this journey back in 2018. was in line with prior year.

Companies 241

Companies Leveraging Capital Taxes 241

The Motley Fool

NOVEMBER 8, 2024

Small caps could finally have their turn in the sun because of business climate that will just favor lower corporate tax. Let's put it this way, not raising any corporate tax. The CFO of the company now, David Wigand, was the chief compliance officer since 2018. Founder and CEO Charles Liang was in charge then.

Investors 237

Investors Taxes Companies Assets 237

The Motley Fool

NOVEMBER 1, 2024

These proceeds contributed to funding the Venetian capital investment we announced in Q2. Back in 2018, the number of days in the trading year when the U.S. But specifically in Canada, we've obviously made our first foreign investment into Canada since then we've gone into Scotland in the Saint Lucia. In 2020, it was 16.

Assets 130

Assets Capital Funds Deal Flow 130

Pension Pulse

MAY 22, 2024

Transaction-related expenses, which increased by $11 million, vary from year to year according to the number, size and complexity of our investing activities. Other categories affecting our total cost profile include taxes and expenses associated with various forms of leverage. Based in the Washington D.C.

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

JANUARY 30, 2024

Most of the increase relates to product produced before 2018. We also expect savings from the capital investments we made in Monterey, Vietnam, and Roseau, which include new paint systems and back shop vertical integration. The majority of these costs are associated with products that are back before 2018.

Liabilities 130

Liabilities Financing Finance Capital 130

Pension Pulse

MAY 24, 2023

Transaction-related expenses, which decreased by $151 million, vary from year to year according to the number, size and complexity of our investing activities. Other categories affecting our total cost profile include taxes and expenses associated with various forms of leverage. Our original investment was made in 2018.

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

FEBRUARY 28, 2023

We had a group that was doing small growth capital investments in Germany and Switzerland at that time, a fund doing secondaries. I was talking to one of our founders, he said, look, a lot of people think we’re in Zug for tax reasons. And the senior people were more specialized. It’s, like, where’s mom?

Assets 57

Assets Due Diligence Private Equity Firms Private Equity Firms 57

The Motley Fool

OCTOBER 29, 2024

The increase of about $50 million from our prior guidance relates to continued progress on the development of our sustainability growth investments. Additionally, we continue to expect $145 million of investment tax credits in 2024 from our renewable natural gas projects. Sabahat Khan -- RBC Capital Markets -- Analyst Great.

Mergers and Acquisitions 244

Mergers and Acquisitions Leveraging Capital Taxes 244

The Big Picture

OCTOBER 3, 2023

We dive deep into all sorts of things about running businesses, managing risk, and then when we began talking about his public sector service, we went deep into the Tax Cuts and Job Act of 2017. And by the middle of December we’re already starting to talk about taxes. We know that we want to get tax done.

Taxes 109

Taxes Banks Capital Debt 109

The Motley Fool

AUGUST 7, 2024

I would like to explain the factors behind the increase or decrease in profit before tax compared to the same period last year. Now, profit before income taxes. The outlook for capital investment, depreciation and amortization, and R&D expenditures for FY '25 remains unchanged. Operating profit increased by 90.2

Depreciation 130

Depreciation Financing Finance Banks 130

The Motley Fool

NOVEMBER 8, 2024

We have always taken a thoughtful approach to investing in technologies that are new to our platform. While every investment is different, in each case, these results were driven by acquiring for value, improving the assets through the execution of our business plan, and monetizing opportunistically. Sean, certainly.

Assets 130

Assets Capital Taxes Bidding 130