The Motley Fool

JULY 27, 2023

We also celebrated another major milestone in our Sprint merger integration as we are now substantially complete with both the billing migration and retail rationalization, well ahead of our year-end target. Our merger synergies are expected to be approximately $7.5 And we now expect cash merger-related costs of $1.6

Mergers and Acquisitions 245

Mergers and Acquisitions Capital Accounting Shareholders 245

The Motley Fool

AUGUST 1, 2024

Blue Owl had a very active second quarter, reporting another record quarter of earnings and announcing highly strategic acquisitions that further diversify our business. Looking back to when we announced the Oak Street acquisition in 2021. And critically, all of these were proprietary acquisitions not done through auctions.

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

American Investment Council

MAY 17, 2024

The editorial criticized the FTC’s novel legal theory that any asset manager could be sued for a company’s alleged anticompetitive conduct if it holds shares. because the company it partially owned made anticompetitive acquisitions,” Judge Hoyt wrote.

Legal 52

Legal Mergers and Acquisitions Private Equity Firms Private Equity Firms 52

The Motley Fool

MAY 7, 2024

Our results for the start of 2024 illustrate our focus on thoughtful, disciplined growth and continue to demonstrate the consistency of our global operating and acquisition platform. After the Spirit merger closed in January, our annualized free cash flow available for investments is approximately $825 million. Welcome, everyone.

Mergers and Acquisitions 130

Mergers and Acquisitions Assets Debt Capital 130

The Motley Fool

FEBRUARY 7, 2024

Prismic will enhance our mutually reinforcing business system and drive future growth by leveraging our differentiated brands, global asset and liability origination capabilities, and multichannel distribution. We closed on the Deerpath acquisition for PGIM, and we returned over $700 million to shareholders. Turning to Slide 5.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Assets Liabilities 130

Pension Pulse

MARCH 28, 2024

The question now is how to tap it: a complex dilemma that’s shaping merger talks and corporate strategy, while attracting insurers and asset managers who see a lucrative opportunity in companies that want out of this volatile game altogether. In the US, these pension plans represent a $2.5 International Business Machines Corp.

Liabilities 59

Liabilities Consulting Consultants Mergers and Acquisitions 59

The Motley Fool

FEBRUARY 9, 2024

Additionally, the acquisitions of Rushmore Servicing and Roosevelt Management added another 32 billion and brought us best-in-class special servicing capabilities in the infrastructure to launch our first MSR fund. The WMIH merger brought us 1 billion in deferred tax assets.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Portfolios Assets 130

Pension Pulse

APRIL 25, 2024

Global mergers and acquisitions rebounded in the first quarter of 2024 compared with a year earlier, driven by mega-deals in the finance, software and energy sectors. It has also provided financing to support acquisitions led by Carlyle Group Inc., But, he said he doesn’t see any systemic risks in the asset class.

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

The Motley Fool

NOVEMBER 7, 2023

The resilience, tenacity, and range of our One Team has been impressive, culminating in the signing of the merger agreement with Spirit Realty, which we announced last week. As announced last week, we entered into a definitive merger agreement with Spirit Realty in an all-stock transaction valued at $9.3 to $4.01.

Mergers and Acquisitions 100

Mergers and Acquisitions Assets Debt Finance 100

The Motley Fool

JULY 26, 2023

But if you include pending acquisitions, such as Home Point, we're over 950 billion, which is nearly on top of our 1 trillion target. Also contributing to portfolio growth, we completed the acquisition of Rushmore Servicing, which now makes us one of the largest special servicers. And that is now playing out as we foresaw.

Mergers and Acquisitions 130

Mergers and Acquisitions Finance Financing Leveraging 130

The Motley Fool

OCTOBER 25, 2023

You're seeing the benefit of continued strong operating results, the gain from the trust collapse we mentioned last quarter, and the accretion from closing the home point acquisition which came in consistent with our guidance. Now, turning to operations. As the market's leading servicer with 4.3

Mergers and Acquisitions 100

Mergers and Acquisitions Taxes Banks Capital 100

The Motley Fool

JULY 30, 2024

This was a tremendous undertaking made possible through the merger that will benefit our existing customers and help potential customers more easily see the incredible value of Cap IQ Pro. I want to take a moment to discuss an important acquisition that closed in the second quarter. Back to the theme of generative AI.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mergers and Acquisitions Banks Debt 130

The Motley Fool

OCTOBER 11, 2024

On October 1, we closed on our acquisition of Global Infrastructure Partners. The combination triples infrastructure AUM and doubles private markets run-rate management fees. Our planned acquisition of Preqin is accelerating this exciting private markets data and analytics journey for BlackRock and our clients. trillion, 11.5

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

Pension Pulse

SEPTEMBER 30, 2024

Private equity dealmaking in Europe remains subdued, with buyers and sellers struggling to agree on valuations, hobbling mergers and acquisitions activity. It meant many limited partners had to stop allocating money to alternative asset managers, leaving buyout funds unable to raise fresh money for deals. billion.

Buyout 59

Buyout Pension Funds Investing Mergers and Acquisitions 59

The Motley Fool

FEBRUARY 9, 2024

Marc mentioned this, but I'd like to reiterate that this is our 11th consecutive quarter of both management fee and FRE sequential growth, the only alternative asset manager that has demonstrated this over this period. Look, we are in the asset management business. That's kind of part one. So, we don't have that.

Capital 130

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

The Motley Fool

OCTOBER 11, 2024

NII ex-markets was up $274 million or 1%, driven by the impact of balance sheet mix and securities reinvestment, higher revolving balances in card, and higher wholesale deposit balances, predominantly offset by lower deposit balances in banking and wealth management and deposit margin compression. So I mean always say, assets acquisitions.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

JANUARY 12, 2024

Adjusted full year revenue grew 5% on a back of 9% NII improvement and strong asset management fees and sales and trading results. 4 in mergers and acquisitions. But over the long arc, if you look over the course of the past two or three years, it's liability-sensitive. And for the year, we held on to the No.

Banks 130

Banks Taxes Accounting Assets 130

The Motley Fool

JANUARY 16, 2025

In the fourth quarter, we reported revenue of $6 billion, growing 15% over the prior year and led by 23% growth in asset management fees. This was led by mergers and acquisitions. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Banks 130

Banks Leveraging Capital Accounting 130

Pension Pulse

MAY 24, 2023

Asset and Geography Mix CPP Investments, inclusive of both the base CPP and additional CPP Investment Portfolios, is diversified across asset classes and geographies: 1 Fixed income consists of cash and cash equivalents, money market securities and government bonds, all net of financing liabilities. bps observed in fiscal 2022.

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

FEBRUARY 13, 2023

RITHOLTZ: Was this a distressed acquisition or — RIEDER: It was. I mean, I have to say the first thing, and maybe I wasn’t very good at it early in my career, but you start to think about particularly on the asset management side. It’s roughly two-thirds, three-quarters of the liabilities in the world.

Hedge Funds 59

Hedge Funds Education Funds Banks 59

The Motley Fool

JULY 20, 2023

We believe our clients view us as the gold standard in alternative asset management. Our original strategic plan, which was to start in corporate advisory and then quickly move into private equity, followed by a succession of other asset management businesses over time. And we have no insurance liabilities.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

FEBRUARY 19, 2025

Joining me on the call today are Rick Muncrief, president and chief executive officer; Clay Gaspar, chief operating officer; Jeff Ritenour, chief financial officer; John Raines, SVP, asset management; Tom Hellman, SVP, E&P operations; and Trey Lowe, SVP, technology and chief technology officer. securities laws.

Assets 195

Assets Shareholders Capital Debt 195

The Motley Fool

JANUARY 29, 2025

Among client segments, we also had a strong quarter with hedge funds and wealth managers as we grew our firmwide subscription run rate growth by 15% and 12%, respectively, excluding FX. Most notably, we completed a large seven-figure fixed income portfolio of management analytics deal with a U.S.-based

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Motley Fool

FEBRUARY 11, 2025

The integration of Device42 for advanced asset management and its CMDB gives New Balance an accurate view of its IT infrastructure across locations. Half of the net new ARR for Device42 originated from the Freshworks field team as we realized cross-sell synergies from the acquisition. million for the quarter.

Mergers and Acquisitions 130

Mergers and Acquisitions Asset Management Finance Financing 130

The Big Picture

JANUARY 27, 2025

They, they run a ton of money in order to manage their future liabilities as an insurer. Most of what they do are, are real assets, credit debt, middle market banking. Most of what they do are, are real assets, credit debt, middle market banking. It was really a CLO and loan manager. He worked as a trader.

Hedge Funds 59

Hedge Funds Liabilities Assets Leveraging 59

The Motley Fool

OCTOBER 28, 2024

million of ground game acquisitions during the 2024 quarter. Considering the pending merger between Arch and Council, do you think there are any more consolidation opportunities within the U.S. But as far as impacts to us, we see no impact relative to that merger impacting our current market competitiveness. coal industry?

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Mergers and Acquisitions Capital Asset Management 245