Private Equity Insights

JANUARY 12, 2024

LCP X’s strategy is principally focused on the acquisition of private equity and alternative asset partnership portfolios from large-scale investors as they rebalance their allocations or seek liquidity, while also engaging in smaller opportunities leveraging Lexington’s deep industry relationships.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Financial Institutions 130

The Motley Fool

FEBRUARY 27, 2024

Grocery Outlet (NASDAQ: GO) Q4 2023 Earnings Call Feb 27, 2024 , 4:30 p.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings and welcome to the Grocery Outlet full-year 2023 earnings results conference call. For fiscal 2023, we generated $303.5 Gross profit increased 6.3%

Banks 130

Banks Capital Finance Financing 130

The Motley Fool

FEBRUARY 20, 2024

AbCellera Biologics (NASDAQ: ABCL) Q4 2023 Earnings Call Feb 20, 2024 , 5:00 p.m. FY 2023 earnings result and business update call. Thank you for joining us for AbCellera's full year 2023 earnings call. Now, turning to what we achieved in 2023. Turning to R&D progress in 2023. Image source: The Motley Fool.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Legal Capital 130

The Motley Fool

NOVEMBER 9, 2023

Blue Owl Capital (NYSE: OWL) Q3 2023 Earnings Call Nov 09, 2023 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings and welcome to the Blue Owl Capital Corporation third quarter 2023 earnings call. billion, and we ended the quarter with net leverage of 1.13

Capital 100

Capital Private Equity Firms Private Equity Firms Leveraging 100

The Motley Fool

FEBRUARY 15, 2024

Walker & Dunlop (NYSE: WD) Q4 2023 Earnings Call Feb 15, 2024 , 8:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day and welcome to the Q4 2023 Walker & Dunlop Inc. Thank you for joining Walker & Dunlop's fourth quarter and full year 2023 earnings call.

Debt 100

Debt Finance Financing Banks 100

The Motley Fool

NOVEMBER 14, 2023

FiscalNote (NYSE: NOTE) Q3 2023 Earnings Call Nov 14, 2023 , 9:00 a.m. At this time, I would like to welcome everyone to the FiscalNote third-quarter 2023 financial results conference call. Welcome to the FiscalNote Q3 2023 earnings call. Image source: The Motley Fool. Please go ahead. and FiscalNote wasn't one of them!

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Legal Leveraging Capital 100

SuperAngel.Fund

OCTOBER 27, 2023

See chart below showing global VC deal activity since 2015 (Source: Pitchbook & National Venture Capital Association Q3 2023 Venture Monitor First Look Report ) Over the past 11 quarters SuperAngel.Fund has maintained a disciplined, thoughtful and consistent strategy. All are still operating. The Dot Com boom created the internet.

Venture Capital 64

Venture Capital Startups Deal Flow Due Diligence 64

SuperAngel.Fund

JANUARY 19, 2024

Per Carta, 2023 saw the highest number of bridge rounds compared to the prior four years, by a wide margin. In 2023, we made 21 investments into net new companies (42%) and participated in 29 follow ons (58%). There were approximately 15k total deals completed representing $170 billion invested (see chart 1 below). since 2019.

Startups 69

Startups Due Diligence Angel Investors Deal Flow 69

The Motley Fool

AUGUST 8, 2023

Grocery Outlet (NASDAQ: GO) Q2 2023 Earnings Call Aug 08, 2023 , 4:30 p.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings, and welcome to Grocery Outlet F2Q 2023 earnings results conference call. In total, we now project fiscal 2023 net sales of approximately $3.95

Banks 100

Banks Deal Flow Education Debt 100

Private Equity Insights

OCTOBER 23, 2023

The combination of BMO’s broad investment banking platform and OHA’s private credit expertise has delivered enhanced deal flow and financing flexibility while adding value for borrowers and private equity sponsors.

Finance 130

Finance Financing High Net Worth Individuals Collateral 130

The Motley Fool

NOVEMBER 7, 2023

Globus Medical (NYSE: GMED) Q3 2023 Earnings Call Nov 07, 2023 , 4:30 p.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Thank you for standing by, and welcome to the Globus Medical third-quarter 2023 earnings call. revenue during the third quarter of 2023 was $309.3

Mergers and Acquisitions 100

Mergers and Acquisitions Securities and Exchange Commission (SEC) Capital Amortization 100

Private Equity Wire

DECEMBER 28, 2023

ESG thinking is already being integrated into investment deals, but with 2023 having allowed the opportunity to reflect, there has been a definite move in preference towards stripping properties down to integrate ESG strategies, rather than building from scratch. Are there any trends which have been given over-inflated importance?

Assets 95

Assets Deal Flow Leveraging Financial Services 95

The Motley Fool

AUGUST 2, 2023

Rithm Capital (NYSE: RITM) Q2 2023 Earnings Call Aug 02, 2023 , 8:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, and welcome to the Rithm Capital second quarter 2023 earnings conference call. As we look forward, deal flow is significant.

Capital 100

Capital Asset Management Assets Shareholders 100

Axial

MARCH 14, 2024

One item of note is that while technology was ranked only the fourth highest industry as it relates to total deal flow in Axial in 2023, deals in the tech sector had the leading pursuit rate at 8.92%.

Mergers and Acquisitions 96

Mergers and Acquisitions Investors Deal Flow Leveraging 96

The Motley Fool

NOVEMBER 7, 2023

Grocery Outlet (NASDAQ: GO) Q3 2023 Earnings Call Nov 07, 2023 , 4:30 p.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings, and welcome to Grocery Outlet third-quarter 2023 earnings results conference call. million of operating cash flow and invested $42.7

Banks 100

Banks Debt Leveraging Capital 100

Private Equity Wire

FEBRUARY 26, 2024

The opportunistic credit team will build on the work of the special opportunities strategy and leverage the experience and direct origination network across the firm’s leading global credit platform. The opportunistic credit team will be led by Aaron Rosen and Craig Snyder, who serve as Co-Portfolio Managers of special opportunities.

Deal Flow 75

Deal Flow Leveraging Public Companies Debt 75

Udu

MAY 31, 2023

Let’s further break down the current state of private equity and identify the private equity trends 2023 may reveal. Current Trends in Private Equity 2023 In 2023, we see the challenges of 2022 continuing to impact the private equity industry. The post Expected 2023 Private Equity Investment Trends appeared first on udu, Inc.

Leveraged Buyouts 52

Leveraged Buyouts Private Equity Firms Private Equity Firms Buyout 52

The Motley Fool

JULY 27, 2023

S&P Global (NYSE: SPGI) Q2 2023 Earnings Call Jul 27, 2023 , 8:30 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good morning, and welcome to S&P Global's second quarter 2023 earnings conference call. Image source: The Motley Fool. Sir, you may begin.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Banks Debt Capital 100

The Motley Fool

NOVEMBER 21, 2024

It offers life science companies the ability to leverage Nanox.AI million in the third quarter of 2023, which I'll refer as to the comparable period. Inaudible] Altogether, in terms of the locations and the place, by far, our pipeline and deal flow is far bigger than what we have indicated, and we continue to work.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Deal Flow Liabilities Education 245

SuperAngel.Fund

APRIL 21, 2023

Dear Friends, I am pleased to share the Q1 2023 recap for SuperAngel.Fund. Read the Q1 2023 Recap here 📝 Since the fund started in January 2021, we have deployed $6.9 During the quarter we made 9 investments (6 follow-ons), with a median check size of $75k and post-money valuation of $10m.

Venture Capital 52

Venture Capital Banks Deal Flow Leveraging 52

Axial

OCTOBER 26, 2023

Axial is excited to release its Q3 2023 Lower Middle Market Investment Banking League Tables. In Q3, 571 sell-side investment banks and M&A advisors brought a total of 2,360 deals to market. Q3 2023 League Table recipients represented 102 of those 2,360 deals (4.3%) in the quarter.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Motley Fool

APRIL 24, 2024

While the net lease transaction market continues to sort itself out, our team is doing a tremendous job leveraging our relationships and uncovering unique opportunities. Our conversion rate of deals approved by our investment committee to letters of intent signed is the highest in over two years at approximately 38%.

Debt 130

Debt Leveraging Capital Finance 130

The Motley Fool

MAY 3, 2024

Importantly and atypically, over half of our Q1 debt brokerage deal flow was on non-multifamily assets in retail, hospitality, industrial, and office. There are opportunities for the GSEs to exceed their 2023 volumes, but it will require them to be innovative and entrepreneurial and in partnership with their DUS and Optigo partners.

Debt 130

Debt Banks Assets Capital 130

Axial

JUNE 6, 2023

The inclusion of buyers’ specific criteria, mandate description, and closed deal experience allows intermediaries to gauge why one Independent Sponsor is different from another. This provides the necessary context to convince a selective investment bank to share a deal with them. What changed all of a sudden?

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Finance 52

Pension Pulse

APRIL 25, 2024

Paula Sambo of Bloomberg reports Canada pension fund's credit head wants to take advantage of leveraged buyout boom: Canada’s largest pension fund plans to nearly double the size of its credit holdings over the next five years, and it’s counting on an upturn in leveraged buyouts to generate some of that growth. Is this possible?

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

Pension Pulse

MAY 14, 2024

CLO equity — a small slice of the resurgent market for CLOs that bundle leveraged loans into bonds with varying safety ratings — is actually a form of deeply subordinated debt. billion in assets, said the attraction of low default rates for leveraged loans, estimated at 1.5%-2% and CVC Credit Partners, to raise at least $3.1

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

The Motley Fool

OCTOBER 11, 2024

This approach is yielding profitable growth and operating leverage. As clients increasingly turn to BlackRock, we believe this will result in sustained market-leading organic growth, differentiated operating leverage and earnings and multiple expansion over time. With that, I'll turn it over to Larry. AUM has grown $2.4

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

APRIL 18, 2024

On our January earnings call, following a volatile multi-year period for global markets, we noted an improving external environment and shared our view that 2023 would be the cyclical bottom for our firm. in the first quarter, in line with full-year 2023. We also saw CMBS issuance go up fivefold versus the first quarter of 2023.

Assets 130

Assets Debt Banks Capital 130

Pension Pulse

JULY 3, 2024

The investment horizon for these assets is long and the ability to rebalance in the future is hampered,” warns Marlene Puffer, who joined AIMCo as CIO in 2023 from Canada’s railway pension fund CN Investment Division. The typical four- to five-year tenor of a private debt deal means around 20 per cent of the portfolio is in perpetual motion.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

The Motley Fool

NOVEMBER 7, 2024

Through this partnership, RingCX customers will be able to leverage Verint's leading WEM and CX automation solutions, which complement RingCentral's native AI capabilities. We are also leveraging our large GSP network to grow internationally. Leveraging our unique GSP network is also a opportunity and differentiator of RingCX growth.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Accounting Debt 130

Private Equity Wire

JUNE 27, 2023

Rolling with the punches Submitted 27/06/2023 - 1:47pm This article first appeared in the March 2023 T ech Buyouts Insights Report The tech buyout market has watched deal activity take a downward trend through Q1 2023. The US tech buyout market invested $47.3bn across 249 deals in Q1 2023.

Buyout 52

Buyout Bidding Leveraging Deal Flow 52

The Motley Fool

OCTOBER 23, 2024

At quarter end, leverage stood at just 3.6 This patient approach is paid off -- paid off as we've been able to capitalize on distressed sellers while leveraging our asymmetric data sets and relationships to identify unique opportunities. increase over the annualized dividend from the third quarter of 2023.

Debt 130

Debt Capital Leveraging Assets 130

Udu

APRIL 16, 2023

Recent reports estimate that PE firms will continue to see a rise in their returns in 2023, at nearly 9.9%. This method of deal sourcing allows PE firms to leverage their existing relationships and knowledge to fill their pipeline. Direct Outreach Private equity firms also use direct outreach when looking for deals.

Private Equity Firms 40

Private Equity Firms Private Equity Firms High Net Worth Individuals Deal Flow 40

Insight Partners

SEPTEMBER 9, 2024

By understanding and leveraging these dynamic properties, we can intervene positively within the natural context of the cell and the body.” As of December 31, 2023, the firm has over $80B in regulatory assets under management. The company’s board of directors offers a wealth of industry expertise to guide Superluminal.

Startups 52

Startups Deal Flow Venture Capital Finance 52

The Motley Fool

NOVEMBER 6, 2024

Comparative sales in the third quarter were down about 1% from the third quarter 2023. As I stated in the past, we have yet to see a correlation between sales and retailer demand as evidenced by our deal flow, which in terms of square footage is 40% greater when compared to the same period last year. Regarding holiday.

Debt 130

Debt Assets Portfolios Leveraging 130

The Motley Fool

OCTOBER 17, 2024

In anticipating -- anticipation of improving markets, we substantially increased our investment pace starting in the fourth quarter of 2023, close to a year ago, which coincided with the peak of the 10-year treasury yield. So I would say to size it up, if you look at the leveraged finance world, it's roughly a $5 trillion universe today.

Debt 130

Debt Management Fees Assets Finance 130

The Motley Fool

MAY 9, 2024

As reported in music and copyright, we outpaced our peers in 2023, growing our global market share in Music Publishing. In Argentina, the fastest-growing market in 2023, we doubled our year-over-year revenue organically. In India, already the 14th largest market and climbing fast, we were again the only major to grow share, in 2023.

Bidding 130

Bidding Banks Capital Legal 130