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

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. We have a track record of doing that and we'll continue to do that. That's helpful.

Debt 130

Debt Banks Assets Capital 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). The first is written by another venture fund that we collaborate with. software businesses that support the eCommerce ecosystem). As a refresher, SuperAngel has two distinct vehicles - our fund and syndicate.

Deal Flow 52

Deal Flow Venture Capital Funds Capital 52

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. Like this article? But there are signs a new valuation environment is turning back in its favour.

Buyout 52

Buyout Bidding Leveraging Deal Flow 52

SuperAngel.Fund

APRIL 21, 2023

” Per a Wall Street Journal article from November 2, 2022 : “Venture has outperformed other asset classes in prior down cycles. As Warren Buffett famously said: “Be fearful when others are greedy, and be greedy when others are fearful.”

Venture Capital 52

Venture Capital Banks Deal Flow Capital 52

Udu

APRIL 21, 2023

Deal volume: The PE deal origination platform should offer a sufficient volume of deals to allow firms to find suitable investment opportunities. Ideally, the platform will offer a diverse set of investment opportunities across different sectors, geographies, and deal sizes.

Deal Origination 40

Deal Origination Due Diligence Angel Investors Deal Flow 40

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 Capital Leveraging Finance 130

The Motley Fool

JUNE 7, 2024

For instance, I don't know whether you saw yesterday map, but there was a scathing article on Starwood 's Sreit in the Wall Street Journal. It's the same thing that the BCRED at Blackstone has been dealing with for the last two years. But even with all of that, it's still very slow-moving. There's things that don't happen overnight.

Assets 130

Assets Capital Asset Management Companies 130

The Motley Fool

OCTOBER 31, 2024

Just to give a couple of early data points around this, our real estate credit team has already identified and created deal flow for the liquid portion of ORENT's portfolio and for our insurance solutions platform, which closed in July. Similarly, Atalaya and our credit teams have been active in sourcing investment-grade flow.

Capital 130

Capital Management Fees Securities and Exchange Commission (SEC) Assets 130

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 Deal Flow 52

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.

Asset Management 130

Asset Management Assets Banks Debt 130

Udu

MAY 31, 2023

Ample dry powder and a track record of returns in 2022, despite the slowdown in deal flow, continue to draw healthcare-specific funds. Healthcare The healthcare sector is another attractive option for investors due to its resiliency, but competition is fierce.

Leveraged Buyouts 52

Leveraged Buyouts Private Equity Firms Private Equity Firms Buyout 52

The Motley Fool

AUGUST 4, 2023

Based on the capabilities and relationships of our private credit team, the overall growth of our private loan portfolio platform and the strength of our deal flow, Main Street has also benefited from our ability to utilize our private loan investment strategy to grow our asset management business.

Capital 147

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

The Motley Fool

AUGUST 8, 2023

Our buyers are doing a fantastic job partnering with suppliers, and we are seeing healthy deal flow across categories. We're seeing healthy deal flow across departments, which feels really good. So, healthy deal flow across departments and across categories, which is benefiting us.

Deal Flow 100

Deal Flow Banks Education Debt 100

The Motley Fool

NOVEMBER 7, 2024

But in addition to that, we are seeing some deal flow from them because, in the end, our technology is complementary to theirs. Shmunis -- Founder, Chairman, and Chief Executive Officer Yeah. Relationship is live and healthy. And certainly, we are a big customer of theirs. We are not able to break out these numbers on this call.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Accounting Debt 130

The Motley Fool

MAY 3, 2024

We don't really toggle a dollar amount to that number of deals, but it's substantial. And quite frankly, there's just a lot of deals flowing in at the moment so I would say very active. That's senior housing. That's U.S. That's U.K. Jonathan Hughes -- Raymond James -- Analyst OK. And then maybe on the operator transitions.

Investors 130

Investors Assets Capital Portfolios 130

SuperAngel.Fund

JANUARY 6, 2023

” Per a Wall Street Journal article from November 2, 2022 : “Venture has outperformed other asset classes in prior down cycles. As Warren Buffett famously said: “Be fearful when others are greedy, and be greedy when others are fearful.”

Venture Capital 52

Venture Capital Finance Financing Law Firms 52

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. I think it bounces around a little bit based on deal flow and renewal contracts, timing, and so forth.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

SEPTEMBER 4, 2024

Our partner network continues to generate opportunities and open new deal flow. As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings.

Professional Services 130

Professional Services Enterprise Values Assets Public Companies 130

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.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Consultants Consulting 130

The Motley Fool

MAY 9, 2024

So, it's really -- it's basically about the deal flow if you really put it in business terms. At many different stages of their career, somebody has no following, and somebody has a bigger one. And it's important for us to effectively widen the net in which we can work with artists and find great talent.

Bidding 130

Bidding Capital Banks Legal 130

The Motley Fool

OCTOBER 31, 2024

Just as a reminder, in Q4, we highlighted deal timing landing in the quarter, not deal slips. And I would just point out, deal timing was not a factor in Q1 as it was in Q4. In Q1, we saw healthy deal flow throughout the quarter that was in line or slightly better than our expectations.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Conglomerates Investors 130

The Motley Fool

FEBRUARY 27, 2024

We continue to experience healthy deal flow, which helped offset the margin impact of our system integration, which we estimate was approximately 130 basis points in the quarter. Yes, the technology implementation has had an impact, but the deal flow we're seeing the backdrop from a buying perspective feels very good.

Banks 130

Banks Capital Finance Financing 130

The Motley Fool

FEBRUARY 23, 2024

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. So, we continue to be confident that our lower middle market strategy will be applicable in all those markets.

Capital 130

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

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.

Leveraging 130

Leveraging Debt Deal Flow Investors 130

The Motley Fool

NOVEMBER 5, 2024

Deal flow is very strong, and we believe that we are still the best partner in the industry. As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings.

Taxes 130

Taxes Accounting Consultants Consulting 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. Professional services revenue was $25 million, growing 7% year over year as reported and in constant currency.

Securities and Exchange Commission (SEC) 130

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

SuperAngel.Fund

MARCH 24, 2023

I hired and scaled a team, brought on a technical CTO, successfully launched, and was featured in countless press articles. As my network grew and the founders that I had already backed started to notice my passion for supporting early stage companies, both the quality and quantity of my deal flow increased.

Angel Investors 59

Angel Investors Due Diligence Legal Deal Flow 59

The Motley Fool

OCTOBER 11, 2024

Our scale enhance our proprietary deal sourcing, access to the execution of deal flow, deeper liquidity, lowering trading costs, all of which benefits each and every one of our clients. Private markets have mainly been accessible to institutional investors, while private wealth holdings underweight by comparison.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 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. While we strive for our Foolish Best, there may be errors, omissions, or inaccuracies in this transcript.

Debt 130

Debt Capital Assets Asset Management 130

The Motley Fool

FEBRUARY 8, 2024

Do you see that going forward of continuing to bridge that gap in the capital markets, or is there another color that you are seeing in the deal flow? Baird and Company -- Analyst More OHI analysis All earnings call transcripts This article is a transcript of this conference call produced for The Motley Fool.

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

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. While we strive for our Foolish Best, there may be errors, omissions, or inaccuracies in this transcript.

Capital 130

Capital Debt Leveraging Portfolios 130

The Motley Fool

JANUARY 12, 2024

But having said that, I think we're seeing a bit of pickup in deal flow, and I would expect the environment to be a bit more supportive. So, that will be a headwind in reported revenues in 2024 all else equal. And of course, we are in an environment of M&A regulatory headwinds, as has been heavily discussed.

Banks 130

Banks Capital Assets Investment Banks 130

The Motley Fool

OCTOBER 17, 2024

The relationships we have there, that deal flow is very helpful to our credit business as well. The other thing that I think is important to remember is our scale as an equity investor. Massive scale in digital infrastructure in real estate and energy. So we feel good about what we're doing.

Debt 130

Debt Management Fees Capital Funds 130

The Motley Fool

AUGUST 2, 2023

As we look forward, deal flow is significant. As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings.

Capital 100

Capital Asset Management Assets Shareholders 100

The Motley Fool

AUGUST 6, 2024

I know you guys had mentioned a tough compare in August, but can you just speak to the quality magnitude of deal flow that you're seeing right now, how you're expecting that to trend and just how we should be thinking about compares there? And then just as a follow-up, I wanted to ask about the closeout pipeline.

Accounting 130

Accounting Returns Leveraging Taxes 130