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

Private Equity Wire

NOVEMBER 28, 2024

UK sponsor-backed financing activity experienced a modest slowdown in Q3 2024, as ongoing M&A sluggishness and seasonal dynamics impacted deal flow, according to the latest data from global investment bank, Houlihan Lokey.

Leveraged Buyouts 93

Leveraged Buyouts Debt Buyout Deal Flow 93

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

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 Deal Flow Angel Investors 69

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

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

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 Deal Flow Startups Due Diligence 64

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

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

Deal Flow 100

Deal Flow Banks 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.

Financing 130

Financing Finance High Net Worth Individuals Collateral 130

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

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

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

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

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

DECEMBER 3, 2024

Traditional systems of record, such as CRM platforms, deal flow systems and portfolio management software, constitute the backbone of PE firms’ operations. For example, AssetMetrix is leveraging newly developed RAG capabilities to simplify and optimize data ingestion and consumption.

Due Diligence 90

Due Diligence Consultants Consulting Leveraging 90

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 Companies 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 Capital 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

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 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

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

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

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

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.

Capital 130

Capital Debt Leveraging Assets 130

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.

Deal Flow 52

Deal Flow Startups Venture Capital Financing 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 Capital Assets 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 Capital Banks Legal 130

The Motley Fool

NOVEMBER 30, 2023

Elastic (NYSE: ESTC) Q2 2024 Earnings Call Nov 30, 2023 , 5:00 p.m. See the 10 stocks *Stock Advisor returns as of November 29, 2023 We disclaim any obligation to update or revise these forward-looking statements unless required by law. On December 7th, 2023, we will be participating in the Barclays Global Technology Conference.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Capital Professional Services 130

The Motley Fool

JUNE 7, 2024

just down modestly from the first quarter of fiscal 2023. They were looking back to July of 2023 on a one year look back between July 2022 to July of 2023. From some modest price increases, and that was partially offset by a 1.2% decrease in traffic. Clearly, a lot of runway to go there. The last CPI print had 5.7% rent growth.

Assets 130

Assets Asset Management Capital Companies 130

The Motley Fool

FEBRUARY 15, 2024

Rollins (NYSE: ROL) Q4 2023 Earnings Call Feb 15, 2024 , 8:30 a.m. fourth-quarter and full-year 2023 earnings call. Please refer to yesterday's press release and the company's SEC filings, including the Risk Factors section of our Form 10-K for the year ended December 31st, 2023, which will be filed later today. and Canada.

Leveraging 130

Leveraging Taxes Capital Banks 130

The Motley Fool

NOVEMBER 5, 2024

In August of 2023, we transitioned to SAP from our legacy systems and experienced significant issues, including poor data visibility, slow system speeds, and a loss of tools and functionality. Deal flow is very strong, and we believe that we are still the best partner in the industry. Let me start with where we are today.

Taxes 130

Taxes Accounting Consultants Consulting 130

The Motley Fool

AUGUST 6, 2024

million compared to the second quarter of 2023. million at the end of the second quarter, with net leverage of about 1.4x. So, that margin definitely flowed through down, healthy SG&A as well, some decent leverage there, and then down to EPS. SG&A expense increased 11.4% This includes a $3.8 million of cash.

Accounting 130

Accounting Returns Leveraging Taxes 130