The Motley Fool

JUNE 23, 2023

Indeed, today's drops in Virgin Galactic Holdings (NYSE: SPCE) and Canopy Growth (NASDAQ: CGC) show how many investors in special purpose acquisition companies ( SPACs ) and marijuana stocks didn't get the huge returns they'd hoped to achieve. market to legal consumer recreational use nationwide. That works out to just $4.40

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Mergers and Acquisitions Investors Legal 100

Clearlake Capital Group

JANUARY 24, 2025

Since TAs initial investment in 2019, Aptean has continued to be a leader in innovation for its manufacturing and supply chain clients around the globe. With the assistance of our financial and legal advisors, the Board conducted a thorough and fulsome auction process commencing late in the summer of 2024. Miller, Jr.,

Shareholders 45

Shareholders Legal Mergers and Acquisitions Private Equity Firms 45

The Motley Fool

APRIL 25, 2024

The charge-off rate for the quarter was up 190 basis points year over year to 5.94%, about 18% above its pre-pandemic level in the first quarter of 2019. Last quarter, our view was that the charge-off rate was settling out about 15% above 2019 levels in the near term. Rich, if I could switch for a second to the Discover acquisition?

Capital 130

Capital Taxes Banks Mergers and Acquisitions 130

The Motley Fool

FEBRUARY 13, 2024

Joining me as speakers on today's call are Chip Brewer, our president and chief executive officer; and Brian Lynch, our chief financial officer and chief legal officer. They also added 12 new venues with the 11 new builds and one purchased via the BigShots acquisition. Within this, an estimated 26.6 At the same time, 32.9

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Debt Financing 130

The Motley Fool

JANUARY 25, 2024

billion in acquisitions that added to our talent capabilities and scale. This was our largest year for acquisitions in nearly two decades, aside from 2019 when we acquired JLT. billion, included $354 million for dividends, $486 million for acquisitions, and $250 million for share repurchases. And adjusted EPS grew 17%.

Companies 100

Companies Securities and Exchange Commission (SEC) Mergers and Acquisitions Consultants 100

Pension Pulse

MAY 7, 2024

Retail or Municipal Rates for Utility Customers: Following the close of the acquisition, Minnesota Power and SWL&P will continue to be regulated by the Minnesota Public Utilities Commission (MPUC), the Public Service Commission of Wisconsin (PSCW) and the Federal Energy Regulatory Commission (FERC). billion, including ALLETE’s net debt.

Mergers and Acquisitions 64

Mergers and Acquisitions Investing Assets Capital 64

The Motley Fool

OCTOBER 11, 2024

Meade -- General Counsel and Chief Legal Officer Good morning, everyone. On October 1, we closed on our acquisition of Global Infrastructure Partners. Our planned acquisition of Preqin is accelerating this exciting private markets data and analytics journey for BlackRock and our clients. Operator instructions] Thank you.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Pension Pulse

MARCH 25, 2024

And that of Co-Managing Partner Steeve Robitaille : Mr. Robitaille brings up more than 25 years high-level legal and transaction experience. From May 2017 until April 2019, Mr. Robitaille was CLO and EVP, Merger and Acquisitions for WSP. He was serving as SVP, General Counsel / SVP, Strategic Projects for Bombardier Inc.

Capital 59

Capital Funds Pension Funds Venture Capital 59

The Motley Fool

APRIL 26, 2024

billion in the quarter versus 2019, furthering our progress toward our goal of $15 billion by 2027. And third, we successfully defended the Pioneer merger against a frivolous lawsuit designed to abuse a legitimate legal process. These actions are so common they are often referred to as a, quote, "merger tax."

Mergers and Acquisitions 130

Mergers and Acquisitions Shareholders Leveraging Debt 130

The Motley Fool

AUGUST 8, 2023

Joining me as speakers on today's call are Chip Brewer, our president and chief executive officer; and Brian Lynch, our chief financial officer and chief legal officer. This small acquisition is strategically relevant to us as it allows us to control the use of the Topgolf brand in this channel.

Mergers and Acquisitions 100

Mergers and Acquisitions Leveraging Debt Capital 100

The Motley Fool

JULY 31, 2024

Our forward-looking statements do not reflect the potential impact of significant transactions we may enter into such as mergers, acquisitions, dispositions, joint ventures, or any material agreements that we may enter into, amend, or terminate. Jonathan Provoost -- Chief Legal and Compliance Officer Sure, Mark.

Education 130

Education Shareholders Accounting Mergers and Acquisitions 130

The Motley Fool

JANUARY 18, 2024

Senate, and President Biden has done little to advance the legalization of marijuana in the world's most lucrative market for weed. It had made more than a dozen acquisitions and was sitting on properties with the ability to eventually produce north of 600,000 kilograms (1,322,773 pounds) of cannabis annually.

Mergers and Acquisitions 246

Mergers and Acquisitions Legal Shareholders Amortization 246

The Motley Fool

JUNE 12, 2024

The general narrative has been new customer acquisition, tough in this environment. There are legal intricacies here that you have to keep in mind because while this ruling is what it is. I really think that's Live Nation's best argument here is that, listen, first off, have approved this merger 14 years ago.

Stock Exchanges 130

Stock Exchanges Mergers and Acquisitions New York Stock Exchange Shareholders 130

The Motley Fool

JULY 25, 2024

Please note, except where otherwise noted, the company will speak to results from continuing operations, excluding acquisition accounting adjustments and net nonrecurring and/or significant items, often referred to by management as other significant items. of acquisition accounting adjustments and $0.03 and included $0.29

Mergers and Acquisitions 130

Mergers and Acquisitions Legal Taxes Banks 130

The Motley Fool

MARCH 2, 2024

The investor reaction to the proposed merger. It's a scale building, these types of acquisitions do happen all the time, which I suppose is a nice little softball to you to ask about regulatory issues. Their CEO got in trouble with the law in a very bad way in Minnesota in I think 2019. Home Depot 's earnings.

Financial Services 130

Financial Services Capital Mergers and Acquisitions Banks 130

The Big Picture

JUNE 11, 2024

Peter is the guy I look to when I wanna learn things about how to build a firm, how to grow organically, how to think about acquisitions, how to structure your company, really to become an enterprise as opposed to merely being a business. And I would do legal work for their clients, or give tax advice or do planning or investments.

Mergers and Acquisitions 64

Mergers and Acquisitions Consultants Consulting Taxes 64

Insight Partners

DECEMBER 6, 2023

Attention will turn to the refinement of AI outputs, reducing errors, managing legal and regulatory issues, and improving the user experience.” In 2019 and earlier, you’d have a four-to-one ratio of good news to bad. If not, start speaking to your inside investors about a bridge/follow-on or a potential sale/merger.

Investors 64

Investors Startups Mergers and Acquisitions Leveraging 64

The Motley Fool

OCTOBER 22, 2024

Please note, except where otherwise noted, the company will speak to results from continuing operations, excluding acquisition accounting adjustments and net nonrecurring and/or significant items often referred to by management as other significant items. per share from tax impacts principally related to a legal entity reorganization.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Taxes Capital 130

Pension Pulse

MAY 24, 2023

since its inception in 2019. Given the differences in their design, the additional CPP has had a different market risk target and investment profile since its inception in 2019. HCP) to support Carlyle’s acquisition of the company. The additional CPP account achieved a 0.3% and the U.S. stake in IndInfravit. We own a 16.3%

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

JULY 11, 2023

Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. RITHOLTZ: So let’s talk a little bit about the history of acquisitions at Franklin Templeton.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Financing 88

The Big Picture

JANUARY 24, 2023

So I did my thesis on how leveraged buyouts work from the legal and the business side. And so I joined Goldman in there, it was a 12-person merger department. So I joined Goldman and their merger department, but said, I’d like to be your LBO guy. The head of mergers and everyone watched over me there.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

DECEMBER 14, 2022

I found one of the things that was a little unsatisfying as a merger banker is you’d work on a transaction, you’d help a company buy something or sell something, or merged with another business. But I would say when it came to kind of what part of investing, I think being a merger banker did inform what I wanted to do next.

Assets 64

Assets Mergers and Acquisitions Capital Portfolios 64

The Motley Fool

JANUARY 5, 2025

Berkshire bought Amazon in the first quarter of 2019, a good time in general to buy tech stocks, and it's had a great run, nearly tripling since then. Berkshire has been invested in Sirius' Liberty Media tracking stock since 2016, but increased its stake in Sirius after its simplification merger with the tracking stock this past September.

Mergers and Acquisitions 246

Mergers and Acquisitions Stakes Legal Portfolios 246

The Motley Fool

JANUARY 14, 2025

Due to factors such as innovation, competition, mergers and acquisitions, bankruptcies, and legal judgments, the puzzle pieces that make up the largest publicly traded companies are constantly in flux. Change is perhaps the only certainty on Wall Street. But as of the closing bell on Jan. times consensus cash flow for 2026.

Companies 244

Companies Mergers and Acquisitions Public Companies Legal 244

The Motley Fool

JANUARY 21, 2025

Included in the results for the fourth quarter, we're adjusting items related to Discover integration costs and a legal reserve bill. As a reminder, the announcement of the acquisition of Discover constituted a material business change. Pulling way up, the acquisition of Discover is a singular opportunity. billion, or $11.59

Capital 130

Capital Banks Mergers and Acquisitions Financing 130

The Motley Fool

OCTOBER 29, 2024

This outlook does not include transaction and advisory costs incurred in connection with the acquisition of Stericycle nor post-closing financial contributions related to the planned acquisition of Stericycle. During the quarter, Stericycle shareholders approved the merger agreement.

Mergers and Acquisitions 244

Mergers and Acquisitions Leveraging Capital Taxes 244

The Big Picture

DECEMBER 24, 2024

Tell us how you went from retail to mergers and acquisitions. By the time I left that beat in 2019, every single corporate boardroom I spoke to every CEO, every banker in industrials, healthcare, every industry was worried about Amazon. That was a giant merger. Dana Mattioli : That was 2019. Barry Ritholtz : Huh.

Taxes 52

Taxes Startups Companies Mergers and Acquisitions 52