Insight Partners

DECEMBER 5, 2024

In recent years, several startups have emerged to streamline search and knowledge management, leveraging AI for front-office research, analysis, and decision-making. Auquan automates tasks like due diligence and portfolio monitoring by aggregating data from management accounts and public filings, giving FIs real-time views of business risks.

Financial Services 69

Financial Services Due Diligence Startups Hedge Funds 69

The Motley Fool

AUGUST 29, 2023

Leveraging this holistic view of the customer, nCino facilitates gathering deposits, originating any loan product, onboarding customers, and portfolio management, all from one platform. Just trying to get a sense of potential leverage there on that cross-selling opportunity. Greg Orenstein -- Chief Financial Officer Yup.

Banks 246

Banks Financial Institutions Accounting Mergers and Acquisitions 246

The Motley Fool

AUGUST 9, 2024

Following my comments, David and Jesse will provide additional comments regarding our investment strategy, investment portfolio, financial results, capital structure and leverage, and our expectations for the third quarter of 2024. After which, we'll be happy to take your questions. Net asset value, or NAV, increased by $0.26 times and 2.1

Capital 130

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

The Motley Fool

MARCH 5, 2025

There is no question that when our solution ramp and deliver the exceptional capabilities, our significant growth and corresponding operating leverage and margin expansion will follow. We have had opportunities to widespread due diligence across the industry. Really, you know it.

Capital 130

Capital Due Diligence Prospects Shareholders 130

The Motley Fool

AUGUST 8, 2024

So when you're working on these final investment decisions for projects that are over billions of dollars, you have to do significant due diligence in engineering. And this year, we have worked at optimizing that resource pool to maximize leverage. We've increased focus on asset leverage, particularly inventory.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Due Diligence Finance 130

The Motley Fool

NOVEMBER 7, 2024

With the deleveraging from our revolver and an improvement in our adjusted EBITDA, we've also seen our net leverage ratio improved to 1.8 This is slightly less than the previous quarter, primarily driven by a higher AISC, which was due primarily to lower production. times compared to 2.3 times in the prior quarter. Moving to Slide 6.

Assets 130

Assets Banks Due Diligence Leveraging 130

Axial

OCTOBER 24, 2023

The following article outlines key questions for a business owner to ask an M&A advisor before making any hiring decision. See the end of this feature for Axial member Permanent Equity ’s Intermediary Hiring Checklist, along with access to their full 70+ page interactive diligence workbook. Can’t Get Enough Due Diligence?

Due Diligence 52

Due Diligence Fee Structure Legal Best Practices 52

The Motley Fool

JULY 25, 2024

In fact, you couldn't ask for a better demonstration of operating leverage. We reported pre-tax income of $288 million, up 58% year over year, reflecting the benefits of growth in operating leverage, while CPR speeds came in slightly below expectations. These results reflect strong growth, with the portfolio ending the quarter at $1.2

Leveraging 130

Leveraging Capital Assets Amortization 130

Pension Pulse

JULY 3, 2024

Puffer says the pair represents a new level of talent and leadership that is now embedded into investment teams, weighing in on due diligence. Deals have not been done, or we’ve added more due diligence, as a result of these people,” she says. Apollo Global Management Inc.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

Private Equity Wire

JULY 10, 2023

An integrated approach to ESG Submitted 10/07/2023 - 1:29pm PARTNER CONTENT As a multifamily real estate investment company investing in apartment buildings across the US, FPA Multifamily believes it can leverage its operations, supply chain and business model to create a positive impact. Like this article?

Due Diligence 52

Due Diligence Best Practices Leveraging Education 52

Hedgestone

JULY 11, 2023

In this article, we will guide you through the steps to broker a business deal and offer insights into how HedgeStone Business Advisors can help with the process. A comprehensive marketing strategy may include advertising in industry publications, leveraging social media platforms, and attending networking events.

Due Diligence 40

Due Diligence Legal Consultants Consulting 40

Hedgestone

JUNE 26, 2023

In this article, we will explore the various methods used to measure the business value of IT and how they can benefit your organization. In this article, we will explore the different methods used to measure the business value of IT, including financial metrics, non-financial metrics, and performance metrics.

Leveraging 52

Leveraging Due Diligence Consultants Consulting 52

Hedgestone

JULY 10, 2023

In this article, we will provide a step-by-step guide on how to buy an LLC business. This will enable you to leverage your existing skills and networks to grow the business. Conducting Due Diligence Once you have identified an LLC business to purchase, the next step is to conduct due diligence.

Due Diligence 40

Due Diligence Mergers and Acquisitions Legal Liabilities 40

The Motley Fool

JANUARY 25, 2024

But we expect to leverage all the groundwork laid in 2022 and 2023 to take a leap forward in terms of visibility toward the next leg of our growth story. So early adopters, they need a lengthy due diligence process. So after winning the big western OEM, I believe that due diligence phase is getting much shorter.

Due Diligence 130

Due Diligence Banks Amortization Leveraging 130

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Leveraged Buyouts In contrast, there are leveraged buyouts (LBOs) that involve acquiring established companies with the aim of restructuring or improving their operations to enhance profitability.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Leveraged Buyouts In contrast, there are leveraged buyouts (LBOs) that involve acquiring established companies with the aim of restructuring or improving their operations to enhance profitability.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Hedgestone

JUNE 10, 2023

In this article, we’ll take a closer look at the key factors that determine a car wash business’s worth and provide tips on how to maximize its value. This includes creating compelling marketing materials and leveraging our extensive network of contacts in the industry. What is a Car Wash Business Worth?

Due Diligence 52

Due Diligence Consultants Consulting Leveraging 52

Udu

APRIL 21, 2023

From deal origination to due diligence and analysis, a deal sourcing company can help firms narrow their search and maximize their resources. These platforms can help you quickly identify potential investments that meet your criteria and provide due diligence services to ensure the deal is viable.

Deal Origination 40

Deal Origination Due Diligence Angel Investors Deal Flow 40

The Motley Fool

APRIL 26, 2024

Next, the greater leverage of fixed costs on higher revenue. Our team has been leveraging our spec strategy and increasing volume, allowing us to deepen our relationships with our vendors. Higher commissions this quarter offset the incremental leverage achieved on higher home closing revenue. in the prior year. from $3.54

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Finance Financing 130

The Motley Fool

AUGUST 21, 2023

You know, there are still, I would say, lengthened sales cycles out there and customers really making sure that they take advantage of doing their full due diligence. Wondering how much leverage you have with that. How to leverage AI to improve the productivity and efficiency, right? Thank you so much.

Leveraging 130

Leveraging Banks Taxes Due Diligence 130

Diamond Consultants

MAY 9, 2023

In full disclosure, this article will not be able to answer that question definitively. Here are six that are most common: Investment platform – Access to a myriad of investment managers and solutions is not a given; it requires deep relationships and a due diligence framework to ensure all investment products are properly vetted.

Due Diligence 52

Due Diligence Leveraging Assets Investing 52

Axial

JUNE 15, 2023

Our findings are structured in 4 sections: The Leading & Lagging Sub-Sectors Strategic Priorities For Operators Strategic Priorities For Investors Near Term Market Outlook This article cites 7 of those leaders. The universe of active acquirer sourcing industrial investments has increased by 40% between May 2022 and May 2023.

Mergers and Acquisitions 52

Mergers and Acquisitions Due Diligence Deal Origination Investment Banks 52

Pension Pulse

SEPTEMBER 18, 2024

To meet this challenge, the IMCO is prioritizing a streamlined due-diligence process to assess the viability of a deal presented by a GP. Alright, it's Wednesday, aka Fed day, so I'm not going to spend too much time on this article but cover some important things in this post. I think that will help.”

Assets 59

Assets Due Diligence Pension Funds Asset Management 59

Udu

MAY 24, 2023

Leveraged Buyout (LBO) An LBO transaction is an acquisition funded using a significant amount of debt where assets from both parties are used as collateral. Conduct thorough due diligence Comprehensive due diligence is critical to obtaining accurate and reliable information about the target company.

Due Diligence 40

Due Diligence Best Practices Leveraged Buyouts Collateral 40

The Motley Fool

FEBRUARY 1, 2024

While this shift will create some pressure on our leverage in the short term, we believe this is the right strategy for Meritage given the demographics we are targeting. The 230 bps deterioration in leverage was primarily a result of increased performance-based compensation, higher commission rates, and lower home closing revenue leverage.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Finance Financing 130

Hedgestone

JULY 10, 2023

In this article, we will explore these factors in depth to help you understand how to value your cleaning business and how to sell it for top dollar. We can help you value your cleaning business, market it to potential buyers, negotiate the best deal, and guide you through the due diligence and closing process.

Due Diligence 40

Due Diligence Liabilities Assets Taxes 40

The Motley Fool

AUGUST 9, 2023

Furthermore, we have actively secured multiple sources of non-dilutive capital as we diligently expand our global green hydrogen generation network. Presently, Plug is in the final stages of the second round of due diligence with the DOE loan program office for $1 billion project financing facilities. Does that help, Bill?

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Due Diligence Leveraging Capital 100

Hedgestone

JUNE 4, 2023

In this article, we’ll explore the process of selling a business without a broker and provide valuable tips to help you achieve a successful transaction. This may include advertising on business-for-sale websites, reaching out to industry contacts, and leveraging social media to reach a wider audience.

Due Diligence 52

Due Diligence Mergers and Acquisitions Legal Consultants 52

The Motley Fool

FEBRUARY 28, 2024

Virtually, all commercial, military, and government organizations are focused today on leveraging AI to improve their operations, optimize their processes, and transform their businesses. DLA Piper is using generative AI to significantly reduce the labor associated with limited partner agreement due diligence.

Liabilities 130

Liabilities Due Diligence Professional Services Legal 130

The Motley Fool

NOVEMBER 3, 2023

Following my comments, David and Jesse will provide additional comments regarding our investment strategy, investment portfolio, financial results, capital structure and leverage, and our expectations for the fourth quarter, after which, we'll be happy to take your questions. NAV per share increased by $0.64 at September 30, 2023.

Capital 100

Capital Securities and Exchange Commission (SEC) Asset Management Assets 100

The Motley Fool

NOVEMBER 6, 2024

like one of our leading CPG brands, which recently leveraged DB's fraud and viewability solutions in combination with Scibids to double its unique reach and improve its QCP, its proxy for return on ad spend by 52%. As of today, 15 of DV's top 100 customers are already leveraging Scibids. This was six weeks.

Leveraging 130

Leveraging Capital Due Diligence Accounting 130

The Motley Fool

AUGUST 21, 2023

The acquisition has proven instrumental to the growth of our cannabis business by leveraging its manufacturing capabilities, low-cost procurement strategies, and capitalizing on cannabis 2.0 We're deeply committed to regulatory due diligence and compliance. product opportunities. million in this quarter, compared to the $1.3

Mergers and Acquisitions 130

Mergers and Acquisitions Shareholders Capital Leveraging 130

The Motley Fool

MAY 1, 2024

Importantly, by leveraging that same expertise to develop our leading global portfolio, we're well-positioned to monetize similar trends across our global footprint, while delivering a differentiated experience and value proposition to our customers. You did see we are at five times this quarter in terms of net leverage.

Assets 130

Assets Leveraging Capital Debt 130

The Private Equiteer

FEBRUARY 5, 2025

This article explores the nuts and bolts of sourcing middle market private equity dealsfrom the importance of relationships and technology to creative strategies and case studieswithout diving into the due diligence or differentiation debates that usually come later. Today, technology plays an indispensable role in the process.

Deal Flow 52

Deal Flow Private Equity Firms Private Equity Firms Leveraging 52

The Motley Fool

AUGUST 3, 2023

It is the contract, still subject to some final due diligence. It's prudent to reduce leverage -- but Jeff, I think you indicated before at NAREIT that you thought raising equity in the $25 to $27 range would be appropriate. Jeff Witherell -- Chairman and Chief Executive Officer Hey, Todd, thanks for the question.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

AUGUST 10, 2023

We are focused on leveraging our industry-leading science and cultivation expertise to produce some of the world's most innovative products and high-potency cultivars. Next month marks my third anniversary as CEO of Aurora. During those three years, we've undertaken a very focused and purposeful transformation.

Due Diligence 130

Due Diligence Capital Debt Shareholders 130

The Motley Fool

JULY 25, 2023

as we deployed capital for the benefit of FPL customers and leverage our competitive advantages to extend energy resources renewable leadership position. And yet, we have leveraged our competitive advantages to serve customers and deliver on our financial expectations. Adjusted earnings per share grew by approximately 8.6%

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Assets Capital 100