Private Equity Insights

JANUARY 22, 2025

This acquisition follows Naxicaps earlier investments in Guntermann & Drunck (G&D) in 2020 and Tritec Electronic in 2022, as part of its strategy to consolidate and innovate in the control room industry.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Leveraging Assets 147

The Motley Fool

NOVEMBER 12, 2024

There's no additional acquisition costs for clients in our ecosystem, creating even more operating leverage. The ability to leverage technology is crucial to scale, drive profitable growth, and adapt to market shifts. Let's move to the third layer that powers our ecosystem and experience technology. Thanks, Ryan, for the question.

Companies 241

Companies Leveraging Collateral Asset Management 241

Private Equity Professional

FEBRUARY 10, 2025

Trulite Glass has been a portfolio company of Truelink Capital since October 2022, when it was acquired from Sun Capital Partners. We believe this acquisition will allow us to leverage our combined expertise and resources to better serve our customers and drive continued success in the market.

Education 130

Education Leveraging Capital Funds 130

Private Equity Professional

FEBRUARY 10, 2025

BCP acquired family-owned Sokolin September 2022. The company has expanded through acquisitions, including Illinois-based Asenzya (October 2021), Illinois-based Saratoga Food Specialties (January 2022), and New Jersey-based Advanced Food Systems (December 2024).

Private Equity Firms 130

Private Equity Firms Private Equity Firms Enterprise Values Professional Services 130

The Motley Fool

MAY 16, 2024

It's a type of ETF known as a leveraged ETF , meaning it uses derivative securities and/or borrowed money to amplify returns to a desired level. If the Nasdaq 100 falls by 1%, you can expect the leveraged ETF to drop by 3%. Also, while a leveraged ETF amplifies gains, it also amplifies losses in tough times. Should you invest?

Exchange-Traded Funds 246

Exchange-Traded Funds Leveraging Funds Returns 246

The Motley Fool

MARCH 16, 2024

These firms then use leverage to boost their returns. In March 2022, the Federal Reserve started to aggressively increase interest rates from a range of 0.25-0.50% For example, AGNC saw its book value decline by nearly -50% from the start of 2022 until the end of 2023, while others saw similar declines. 0.50% to 5.25-5.50%

Leveraging 243

Leveraging Investing Capital Portfolios 243

Private Equity Wire

DECEMBER 19, 2024

Led by CLO industry veterans Joseph Rotondo and Jamil Nathoo, the team employs a defensive strategy focused on creating a diversified, downside-protected portfolio of senior secured leveraged loans, primarily targeting larger and more liquid syndicated loans.

Funds 96

Funds Asset Management Leveraging Capital 96

The Motley Fool

JULY 21, 2024

AGNC's portfolio has a weighted average yield of 4.52%, so the company uses leverage -- meaning debt -- to boost returns for investors. The company expects leverage to be around 6 to 12 times its tangible stockholders' equity. It gains leverage by borrowing against its assets, which helps boost returns during good times.

Investing 245

Investing Leveraging Assets Debt 245

The Motley Fool

FEBRUARY 2, 2024

He noted that the pipeline operator faced "significantly lower commodity prices and natural gas processing margins in 2023 compared to 2022." However, despite those issues, the company reported similar results in 2023, compared to its record-setting year in 2022. The MLP produced $7.5 during the year. billion in cash flow.

Leveraging 246

Leveraging Public Companies Capital Debt 246

Private Equity Insights

FEBRUARY 5, 2025

The previous iteration of the fund closed in 2022 with over $1.5bn in commitments. Balbec focuses on high-barrier-to-entry markets where it leverages its expertise in sourcing, asset management, capital markets, and proprietary technology to drive strong investor returns. The fund has already called 51% of capital commitments.

Pension Funds 130

Pension Funds Bidding Consulting Consultants 130

The Motley Fool

NOVEMBER 26, 2024

Berkshire began building a stake in early 2021, but the real jump came in the first quarter of 2022. To top it all off, Chevron has an elite balance sheet with very low leverage. But the subsequent boom in 2021 and 2022 was a huge win for Oxy, which was able to pay down debt thanks to higher oil prices.

Stakes 245

Stakes Leveraging Banks Debt 245

The Motley Fool

OCTOBER 17, 2024

billion in fiscal 2022 (ended June 30) and increased to $1.87 million in fiscal 2022 to $173.5 million in fiscal 2022 to $173.5 million in fiscal 2022 but has reversed this in fiscal 2024 to a positive cash flow of $184 million. Net sales stayed flat from fiscal 2022 to fiscal 2024 at close to $7.1 million to $158.6

Leveraging 244

Leveraging Prospects Banks Companies 244

Private Equity Professional

DECEMBER 18, 2024

Sun Capital invests from $50 million to $300 million in leveraged buyouts, equity, and debt in companies with more than $32 million in EBITDA that can benefit from its in-house operating professionals and experience. Sun Capitals most recent fund, Sun Capital Partners VIII LP , closed in September 2022 with $2.5

Leveraged Buyouts 130

Leveraged Buyouts Buyout Leveraging Capital 130

The Motley Fool

MARCH 17, 2024

Delta Air Lines 2022 2023 Long-Term Target Return on invested capital 8.40% 13.40% Mid-teens Weighted average cost of capital 8% 8% 8% Data source: Delta Air Lines. This is a typical leverage ratio that debt investors use for gauging credit quality, demonstrating Delta's creditworthiness improvement. billion at the end of 2022 to $29.2

Debt 240

Debt Leveraging Amortization Depreciation 240

The Motley Fool

APRIL 5, 2024

The e-commerce and cloud leader grappled with a post-pandemic slowdown and tough macro headwinds in 2022, but its core businesses have been stabilizing. Its earnings per share ( EPS ) jumped 82% in 2020 and 55% in 2021, but it reported a loss in 2022 as its investment in the struggling EV maker Rivian withered. set on July 8, 2021.

Leveraging 246

Leveraging Returns Investors Portfolios 246

The Motley Fool

DECEMBER 23, 2023

As 2022 got underway, the company was projecting adjusted annual earnings to come in between $12.00 High leverage, slowing sales, and weak margins were all contributing factors. But Stanley Black & Decker has been working to get back on track by reducing leverage, cutting costs, and raising prices, among other things.

Leveraging 246

Leveraging Returns Investors Companies 246

The Motley Fool

JANUARY 5, 2024

The recovery was due to a sharp sell-off in the stock in 2022 that left it oversold, and an impressive recovery in its profit margins in 2023. It also gained leverage by growing into warehouse capacity that it built during the pandemic. He has also cut back on money-losing projects like Alexa.

Leveraging 246

Leveraging Investors Companies Investing 246

The Motley Fool

APRIL 23, 2024

billion in 2022. billion of FCF; in 2022, FCF was negative $11.6 And by leveraging AWS, Anthropic should be a unique source of generating leads for Amazon's cloud platform. But more importantly, the company generated positive operating income for these two segments. billion of operating income. AMZN PS ratio data by YCharts.

Leveraging 246

Leveraging Returns Accounting Investors 246

The Motley Fool

JANUARY 9, 2024

The MLP has an elite credit rating (its A-/A3 bond rating is the highest in the midstream sector) thanks to its low leverage ratio. The company's leverage was 3.0 For example, in 2022, the company bought Navitas Midstream Partners for $3.2 times at the end of the third quarter, putting it in the middle of its 2.75-3.25

Investors 246

Investors Leveraging Prospects Assets 246

The Motley Fool

DECEMBER 15, 2024

Meta Platforms: Up 390% from October 2022 Meta's results since 2022 are the outcome of a clear focus by management. Netflix: Up 300% from October 2022 Netflix's growth over the past two years was invigorated by two major changes at the streaming video pioneer. First, the company introduced an ad-supported tier in late 2022.

Leveraging 244

Leveraging Accounting Investors Returns 244

The Motley Fool

APRIL 1, 2024

billion it generated in 2022 and up from the $38.4 2022 was a bit of an anomaly for Meta, as a pullback in advertising spending combined with Meta's massive increase in capital expenditures curbed its financial results. by simply integrating similar features into its app and leveraging its network effect.

Leveraging 246

Leveraging Shareholders Capital Returns 246

The Motley Fool

MARCH 24, 2024

In 2022, as interest rates started picking up, Klarna's borrowing costs increased to highest level ever. One way it did this was by leveraging generative AI. Klarna quickly adopted AI last year and leveraged ChatGPT to build tools that automate some of the more repetitive, time-consuming tasks for employees.

Initial Public Offering 246

Initial Public Offering Leveraging Banks Investment Banks 246

The Motley Fool

APRIL 12, 2024

But if you seek a bit of leverage to the digital coin's price, you might as well invest in an established miner with identifiable signs of growth. Overall, the company appears to be in a fairly solid financial position, having improved from a net loss of $694 million in 2022 to net income of $261.2 million in 2023.

Due Diligence 242

Due Diligence Leveraging Stakes Debt 242

The Motley Fool

JANUARY 6, 2024

The tech giant added roughly $700 billion in market value and bounced back from the 2022 bear market that saw its stock price get sliced in half. Thanks to the rebound from the 2022 crash and the fervor over generative AI, nearly every major tech stock soared last year. billion in 2022. billion in the previous year to $11.2

Leveraging 262

Leveraging Prospects Companies Returns 262

The Motley Fool

MARCH 28, 2025

It acquired buy-now-pay-later provider Afterpay in 2022, and it recently integrated the service with its debit card, Cash App Card. With strong operating leverage and a long runway for revenue growth, management should be able to produce exceptionally high earnings growth for years to come.

Enterprise Values 246

Enterprise Values Leveraging Amortization Depreciation 246

The Motley Fool

APRIL 2, 2025

After a punishing first quarter that erased most of late 2024's impressive gains, we're witnessing something not seen since late 2022: substantial value in a host of world-class companies. The company leverages its search dominance to fuel its advertising business while simultaneously expanding its footprint in cloud computing.

Leveraging 130

Leveraging Companies Investing Returns 130

The Motley Fool

MAY 20, 2024

The top dog delivered 71% and 51% revenue growth in 2021 and 2022, respectively. With a higher sales volume, Tesla would have the economies of scale to reduce its unit-production cost, giving it even more leverage to lower its selling price further. Besides, 2023 volume growth almost kept up with that of 2022 (40% growth).

Leveraging 246

Leveraging Capital Investments Capital Shareholders 246

The Motley Fool

AUGUST 7, 2024

Brian Krzanich, who failed to leverage Intel's lead in PCs to expand into the mobile market, stepped down in 2018. Intel's revenue fell 20% in 2022 and dropped another 14% in 2023. Its revenue rose 33% in fiscal 2022 (which ended in March 2022) as the 5G market expanded but fell 1% in fiscal 2023 as that upgrade cycle cooled off.

Initial Public Offering 245

Initial Public Offering Leveraging Capital Returns 245

The Motley Fool

APRIL 7, 2024

An economic downturn in 2022 caused a marketwide sell-off, resulting in the Nasdaq Composite plunging 33% during the year. Shares in Amazon fell 50% in 2022 alongside steep profit declines in its e-commerce segments. Investors who sold the company's stock in 2022 will not have benefited from its significant growth since then.

Leveraging 240

Leveraging Returns Capital Companies 240

The Motley Fool

MARCH 6, 2024

However, the post-pandemic reopening, along with the game's ban in India in February 2022, conspired to plunge Garena's post-pandemic revenue and earnings. This segment is also showing really high operating leverage, with Q4 adjusted EBITDA of $148.5 million operating loss in 2022 to $490 million in operating income in 2023.

Leveraging 246

Leveraging Financial Services Amortization Depreciation 246

The Motley Fool

OCTOBER 19, 2024

After leveraging its balance sheet to acquire CrownRock -- a shale producer with assets in the Permian Basin -- the company is set to make around $260 million in additional cash flow for every $1 increase in oil prices. If you're bullish, few investment options are superior to Occidental, given its direct leverage to rising prices.

Leveraging 246

Leveraging Shareholders Debt Capital 246

The Motley Fool

MAY 17, 2024

And that will not only help to support, and justify, the company's higher leverage levels (than midstream peers), but also help to build the foundation for long-term growth. The big risk here might be that you don't take advantage of the fact that Enbridge's stock is down some 30% from its 2015 peak and 20% from its highs in 2022.

Leveraging 243

Leveraging Amortization Depreciation Earnings Before Interest 243

The Motley Fool

APRIL 25, 2024

The following table outlines the average benefit for beneficiaries of different ages as of December 2022: Age Range Average Monthly Social Security Benefit 62 to 64 $1,364.00 Data as of December 2022. Adults in the 70 to 74 age range above in 2022 were born between 1948 and 1952. 65 to 69 $1,777.52 70 to 74 $1,938.49

Leveraging 246

Leveraging Debt Accounting 246

Private Equity Wire

JANUARY 13, 2025

Net-asset-value (NAV) loans, which layer additional leverage onto private companies already burdened with significant debt, have come under scrutiny, particularly when buyout firms use them to fund distributions rather than growth. This marks a sharp decline from 24% in 2022.

Investors 98

Investors Buyout Private Equity Firms Private Equity Firms 98

The Motley Fool

OCTOBER 19, 2024

It could be its leverage to rising oil prices. At peak 2022 levels, that could result in enough additional cash flow to finance the entire CrownRock acquisition. Of course, oil prices are roughly $50 per barrel lower than they were in 2022. What does Buffett like most about Occidental?

Leveraging 245

Leveraging Stakes Finance Financing 245

The Motley Fool

SEPTEMBER 15, 2024

Microsoft (31%) Gates donated $20 billion to his foundation in 2022, and it appears a large chunk of the donation came in the form of Microsoft (NASDAQ: MSFT) stock. The trust added about 38 million shares to its portfolio in 2022, worth about $8.9 The stock is up more than 60% since July of 2022, when Gates made his donation.

Portfolios 246

Portfolios Investing Assets Leveraging 246

The Motley Fool

OCTOBER 4, 2024

As it scales, Palantir is exhibiting tremendous operating leverage. Its adjusted operating margin expanded from 23% in the second quarter of 2022 to 37% last quarter. And while the company is showing strong earnings growth as it leverages its fixed costs with more commercial customers, that valuation makes it extremely risky to own.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Venture Capital Leveraging Shareholders 246