The Motley Fool

SEPTEMBER 28, 2024

ai's partner network accounted for 72% of its deal flow, making it a valuable sales channel. It's a win-win for all parties -- the cloud providers can offer their customers more choice when it comes to AI, and C3.ai ai gains access to a large pool of businesses to which it can potentially sell its software.

Deal Flow 100

Deal Flow Stakes Financial Services Portfolios 100

Axial

AUGUST 31, 2023

Today, we’ve aggregated 10 recently published industry reports in top deal flow industries from three of our Investment Banking Partners – Bridgepoint Investment Banking , FOCUS Investment Banking , and Peakstone Group. For additional information on the program, please see the end of this feature. Enjoy the reports!

Deal Flow 52

Deal Flow Investment Banking Investment Banks Banks 52

The Motley Fool

AUGUST 29, 2024

To be more specific, at the start of the fiscal year, we expanded our strategic segment, created more focus on selling into our largest accounts by reducing the number of accounts per sales rep, and created distinct greenfield territories to focus on landing new customers, both in the enterprise and commercial segments.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Accounting Leveraging Professional Services 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. While some deals will need to be adjusted or even reworked, many deals remain on track. Our first separate account that we did with that investor was $250 million.

Debt 130

Debt Banks Assets Capital 130

The Motley Fool

JULY 14, 2023

And they're confident in their ability to deliver the investment performance they need through durable alpha and active proprietary deal flow in private markets, or proper index tracking of ETFs. 1 thing they're looking for as a selected manager is proprietary differentiated deal flow. How do you do that? Ours is U.S.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

NOVEMBER 7, 2024

Joining me today are: Vlad Shmunis, founder, chairman, and CEO; and Vaibhav Agarwal, senior vice president of FP&A and chief accounting officer. I would also like to sincerely thank Vaibhav Agarwal, our SVP of FP&A and chief accounting officer, for his valuable contributions to our company during this transition.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Accounting Debt 130

Pension Pulse

JULY 3, 2024

Maintaining the portfolio’s size, and growing it further, requires stepping up from the small-cap investments made at the beginning and developing large-cap partnerships and deal flow out of New York. 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

AUGUST 6, 2024

Speaking from management on today's call will be RJ Sheedy, president and chief executive officer; and Lindsay Gray, interim chief financial officer and SVP of accounting. Lindsay Gray -- Interim Chief Financial Officer and Senior Vice President of Accounting Thanks, RJ, and good afternoon, everyone. Net sales increased 11.7%

Accounting 130

Accounting Returns Leveraging Taxes 130

SuperAngel.Fund

OCTOBER 14, 2022

Feel free to reach out via email with any questions, to share deal flow opportunities, or to get in touch (ben@superangel.vc). If you happen to come across impressive founders looking to raise capital within our areas of focus, I always appreciate you sharing those opportunities with me.

Deal Flow 52

Deal Flow Venture Capital Funds Capital 52

The Motley Fool

APRIL 24, 2024

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%. Simultaneously, we have ramped up our efforts and leveraged our tenant relationships, exemplifying how we create proprietary deal flow and accretive off-market opportunities.

Debt 130

Debt Leveraging Capital Financing 130

The Motley Fool

NOVEMBER 5, 2024

Speaking from management on today's call will be Eric Lindberg, chairman of the board and interim president and chief executive officer; and Lindsay Gray, interim chief financial officer and SVP of accounting. Deal flow is very strong, and we believe that we are still the best partner in the industry. Net sales increased 10.4%

Taxes 130

Taxes Accounting Consulting Consultants 130

The Motley Fool

AUGUST 4, 2023

generally accepted accounting principles, or GAAP, excluding the impact of noncash compensation expenses. Do you expect that cadence to accelerate, if the deal -- flow deal market opens up? A lot of the BDC peers talk about their corporate structure, the parent, the related companies that give them very good deal flow.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

Udu

MAY 30, 2023

Features like private equity deal flow, valuation capabilities, and analysis tools are key for identifying and landing lucrative opportunities. As competition heats up, finding the right software for private equity firms is critical. According to RSM Global, there’s an estimated $1.24

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investing Leveraging 52

The Motley Fool

FEBRUARY 27, 2024

We are in process with our search for a new CFO, and I'm happy to have Lindsay Gray, our SVP of accounting and principal accounting officer, stepping into the role of interim CFO effective March 1st. Lindsay has been with Grocery Outlet for the last eight years, leading our accounting team. Gross profit increased 6.3%

Banks 130

Banks Capital Financing Finance 130

Private Equity Wire

JUNE 27, 2023

In Q1 2023, large global tech buyouts in the US, UK, EU, and Asia accounted for $79.4bn across 597 deals. This marked a drop of 50% in deal value and 35% in volume on Q1 2022. The US tech buyout market invested $47.3bn across 249 deals in Q1 2023. The odd one out was a corporate divestiture, Emerson Electric.

Buyout 52

Buyout Bidding Leveraging Deal Flow 52

Udu

APRIL 16, 2023

This is usually done via direct contact with professionals such as investment bankers, venture capitalists, lawyers, accountants, and advisors who have a broad network of business owners. Portfolio Companies Another common way private equity firms source deals is through their existing portfolio companies.

Private Equity Firms 40

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

The Motley Fool

FEBRUARY 29, 2024

To add more context around overall deal flow, EMEA grew the fastest during the quarter, followed by the Americas and APJ. So, the mix of business is generally partly a function of deal flow in the quarter. have you changed your pricing to account for all these new capabilities? Just my one quick follow-up question.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Professional Services Deal Flow 130

SuperAngel.Fund

MARCH 24, 2023

A syndicate is a group of investors that pools their capital to invest into deals (SPVs). I worked with lawyers and an accountant, opened a bank account, got everyone to sign documents, collected money, and closed my first SPV on December 12, 2017. Six of us invested $350,000. I was shameless and unapologetic.

Angel Investors 59

Angel Investors Due Diligence Legal Deal Flow 59

The Motley Fool

OCTOBER 11, 2024

We believe the continued path of central bank normalization will support sustained inflows across bond funds, ETFs, and institutional accounts. BlackRock manages more than $300 billion of assets across model portfolios and separately managed accounts for wealth managers. We're bringing private markets to wealth clients.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

JANUARY 12, 2024

Total debit and credit card spend was up 7% year on year, driven by strong account growth, and consumer spend remained stable. Card outstandings were up 14% due to strong account acquisition and continued normalization of revolve. So, for example, in 2023, we had 2 million net new checking accounts. CCB reported net income of 4.4

Banks 130

Banks Capital Assets Investment Banks 130

The Motley Fool

FEBRUARY 8, 2024

Reconciliations of these non-GAAP measures to the most comparable measure under generally accepted accounting principles are available in the quarterly supplement. How that gets accounted for, I can't tell you and it's going to depend on Maplewood when we get to the day of the doors open. That's helpful.

Investors 130

Investors Assets Banks Capital 130

The Motley Fool

NOVEMBER 6, 2024

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. However, there's been a pickup in discretionary sales of innovative and differentiated products. Regarding holiday.

Debt 130

Debt Assets Portfolios Leveraging 130

The Motley Fool

SEPTEMBER 4, 2024

Our partner network continues to generate opportunities and open new deal flow. At the end of Q1, our accounts receivable balance was $140.1 The general health of our accounts receivable remains strong. We had a very active first quarter in alliances, working closely with our partners to close new agreements.

Professional Services 130

Professional Services Enterprise Values Assets Leveraging 130

The Motley Fool

FEBRUARY 23, 2024

Generally Accepted Accounting Principles, or GAAP, excluding the impact of non-cash compensation expenses. But it's really hard to predict what happens in Washington and what impact that'll have on overall deal flow activity and specifically deal flow activity in the lower middle market strategy.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

NOVEMBER 21, 2024

To add more context around deal flow during the quarter, we had solid sales execution with improving performance compared to the prior quarter. While there were many deals that moved out of Q1 that we closed in Q2, those were not the main driver of strength for us in the second quarter. I wouldn't characterize it as one-time.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

NOVEMBER 7, 2023

Our discussion today will also include certain financial measures that are not calculated in accordance with Generally Accepted Accounting Principles or GAAP. Newly formed teams are beginning to develop 2024 action plans, cross-training, and account building as they complete the busy Q4 season and prepare for launching into the new year.

Mergers and Acquisitions 100

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

The Motley Fool

MAY 3, 2024

Reconciliations of these non-GAAP measures to the most comparable measure under generally accepted accounting principles are available in the quarterly supplement. We don't really toggle a dollar amount to that number of deals, but it's substantial. That's senior housing. That's U.S. That's U.K.

Investors 130

Investors Assets Capital Portfolios 130

The Motley Fool

APRIL 12, 2024

We have clear lines of accountability, starting with my management team, fewer layers, increased spans of control, and frankly, much less bureaucracy and needless complexity. trillion deposit base, which is well diversified across regions, industries customers and account types. It's increased accountability.

Banks 130

Banks Assets Mergers and Acquisitions Investment Banks 130

The Motley Fool

NOVEMBER 14, 2023

By aligning our sales team and reallocating resources to focus on large enterprise accounts with larger ACVs, we have turned large enterprise into our largest, fastest growing customer group with NRR rates well above company average, trending well above 105% on an LTM basis. Josh Resnik -- President and Chief Operating Officer Hey, Matt.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Legal Leveraging Capital 100

The Motley Fool

AUGUST 29, 2024

The number of joint deals in our pipeline being worked between us and CDW partners has increased from zero to over 60 deals over just the last two quarters. This represents a completely new source of deal flow. We closed five new customers from Domo Everywhere partners during Q2. It makes it easier to work with partners.

Leveraging 130

Leveraging Debt Deal Flow Financing 130

SuperAngel.Fund

JANUARY 6, 2023

Per Cooley, “The average pre-money valuation for seed deals has remained relatively consistent since late 2021.” That said, these figures do not yet incorporate deals closed in Q4 2022, which, I believe will show a much more substantial decline in valuations for pre-seed and seed rounds than the preceding quarters of the year.

Venture Capital 52

Venture Capital Financing Finance Law Firms 52

The Motley Fool

AUGUST 2, 2023

As we look forward, deal flow is significant. Nick Santoro -- Chief Financial Officer and Chief Accounting Officer We expect the tangible equity to be about $300 million to $350 million. Nick Santoro -- Chief Financial Officer and Chief Accounting Officer We did not. Did we disclose it? Did Goldman disclose it?

Capital 100

Capital Asset Management Assets Shareholders 100

The Motley Fool

FEBRUARY 5, 2024

And the way that a credit card issuer can't give you fraud detection without seeing the transaction, or you will never do business with the bank that can provide the ledger and can tell you if you have other identities or devices on your account, it's the same with data. So, we definitely see the organizations understand it.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Capital Companies 130

The Motley Fool

AUGUST 3, 2023

We have continued to decrease our writings in certain of our professional liability lines, most notably in the large account public D&O space, as we continue to remain uncomfortable with the rate decreases and loss cost trends in these products.

Liabilities 100

Liabilities Asset Management Shareholders Capital 100

The Motley Fool

AUGUST 27, 2024

And although the current economic climate is challenging, it presents an excellent opportunity for off-price deal-making with distressed vendors and retailers. We've added a highly regarded off-price buyer to our team to open new relationships, create an off-price deal flow, evaluate assortment, fit, and execute. Understood.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Consulting Consultants 130

The Motley Fool

OCTOBER 23, 2024

Our team's continued efforts to create value and identify these opportunities combined with our improved cost of capital have opened up a larger opportunity set and resulted in accelerated deal flow. Investment grade retailers accounted for over 60 % of the annualized base rent acquired. We're perfectly fine with that.

Capital 130

Capital Debt Leveraging Assets 130

The Motley Fool

JULY 24, 2024

Our team's efforts continue to produce unique and proprietary deal flow, and we continue to identify attractive investment opportunities across all three external growth platforms. Investment-grade retailers accounted for nearly 60% of the annualized base rent acquired.

Debt 130

Debt Capital Assets Asset Management 130