The Motley Fool

MAY 3, 2024

Michele Reber -- Senior Director, Asset Management Thank you, and good morning. However, longer term, we believe all these assets, but in particular Maplewood, are well-positioned to generate reliable and growing cash flows and related rent. These repayments stemmed from the previously disclosed LaVie asset sales and transitions.

Investors 130

Investors Assets Capital Portfolios 130

Ballast Advisors

JULY 18, 2024

Wealth management firms play a pivotal role in this, employing stringent data security practices to keep your assets secure and maintain their reputation for reliability. Best Practices for Password Management Passwords serve as the first line of defense against unauthorized access.

Best Practices 52

Best Practices Education Taxes Legal 52

Diamond Consultants

MAY 10, 2022

And for next gens, it’s the path of least resistance to acquire a retiring advisor’s book and instantly increase assets and revenue. At that time, Jeff felt that the post-employment restrictions attached to David’s book were a small price to pay to take on an additional $400mm in assets.

Best Practices 52

Best Practices Legal Assets 52

FMG

DECEMBER 9, 2022

This isn’t an unreasonable thought, but it’s not necessary or best practice. Legal Requirements: Financial planning fees are required by law to be open to the public. The second you click on their services tab, you’re shown the cost of their investment management service based on assets.

Fee Structure 52

Fee Structure Best Practices Prospects Assets 52

The Motley Fool

NOVEMBER 1, 2024

And we also recently announced several asset sales as part of our ongoing portfolio optimization efforts. We've successfully combined the two companies, taking best practices from both and applying them across our shale and tight portfolio. In September, the FTC completed its review of the company's merger with Hess.

Assets 130

Assets Shareholders Mergers and Acquisitions Debt 130

The Motley Fool

MAY 9, 2024

Turning to Slide 9, with Lucky Friday back to full production and the Keno Hill ramp-up going well, I'll speak a little bit about our financial priorities in 2024, which are hinged on the fact we have these great silver assets, which have generated over $600 million in free cash flow since 2020. To the entire team, continued best of luck.

Capital 130

Capital Assets Leveraging Legal 130

The Motley Fool

NOVEMBER 7, 2024

The increase in SG&A was primarily associated with increased restructuring costs in the period from settling the leases from company-owned transition studios and increased legal fees to address regulatory inquiries. Impairment of goodwill and other assets was $4.5 million related to the impairment of goodwill and other assets; $0.4

Legal 130

Legal Amortization Capital Taxes 130

Pension Pulse

JANUARY 24, 2024

The corporate services teams support the investment groups' activities in areas including finance, operations, digital technology, human resources, legal affairs, communications and risk management. As at June 30, 2023, CDPQ’s net assets totalled CAD 424 billion. Never a dull day at Pension Pulse, I can tell you that much.

Pension Funds 59

Pension Funds Best Practices Leveraging Legal 59

Diamond Consultants

FEBRUARY 8, 2023

Tips, tricks, and best practices to eliminate the angst experienced by many advisors who embark on the journey of exploration. a call with an existing advisor on the platform, legal/attorney review, investment portability analysis, etc.). After all, “He or she who holds the assets holds the power.” Going to the doctor.

Due Diligence 59

Due Diligence Best Practices Legal Prospects 59

Insight Partners

SEPTEMBER 4, 2024

” Legal advice to Comply365 was provided by Gibson Dunn & Crutcher, Willkie Farr & Gallagher and Goldfarb Gross Seligman. As of December 31, 2023 , the firm has over $80B in regulatory assets under management. Qualtero was advised by DLA Piper and Barnea Jaffa Lande & Co.

Mergers and Acquisitions 52

Mergers and Acquisitions Private Equity Firms Private Equity Firms Best Practices 52

Indigo Marketing Agency

MARCH 6, 2023

The Disney Institute helps train professionals, teams, and organizations worldwide based on the insights and best practices of Disney Parks and Resorts. It should not be construed as providing investment, legal, and/or tax advice. This article represents the opinion of Mitlin Financial Inc.

Prospects 52

Prospects Best Practices Consulting Consultants 52

Udu

MAY 24, 2023

Private equity valuation best practices provide guidance and critical insights on how firms weigh various factors to value a company and assess its potential growth. 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.

Due Diligence 40

Due Diligence Best Practices Leveraged Buyouts Collateral 40

The Motley Fool

AUGUST 3, 2023

Surmont is a long life, low decline, and low capital intensity assets that we know very well. So in conclusion, our deep and our durable and diversified asset base continues to get better and better. Now as Ryan mentioned, Surmont is a long-life asset. Moving to cash flows. Second-quarter CFO was $4.7

Taxes 100

Taxes Assets Capital Banks 100

Insight Partners

JANUARY 3, 2024

Drawing on Insight Partners’ experience working with AI startups since 2014 — with $4 billion invested in the sector so far — Managing Director Lonne Jaffe discusses artificial intelligence-related lessons learned, and best practices brought to life, including the importance of explainability and the promise of next-gen MLOps stacks.

Startups 52

Startups Leveraging Best Practices Legal 52

This is going to be BIG.

NOVEMBER 16, 2023

You have the preparation and the best practices. The Value of Firm Brand Saar also told me that firm brand “is a major asset that gets reinforced with each win, hence the persistence of outperformance by the top names over time.” You can scan legal docs and very little that a lawyer will tell you surprises you.

Startups 97

Startups Best Practices Deal Flow Venture Capital 97

The Motley Fool

JULY 12, 2024

we call it CBNA, which is our largest banking vehicle with approximately 70% of our assets. Security services was up 10% with new client onboarding, deepening with existing clients, and market valuations, helping increase our assets under custody by a preliminary 9%. Our asset mix also reflects our strong risk appetite framework.

Banks 130

Banks Capital Leveraging Assets 130

Pension Pulse

JULY 27, 2023

She said the company “looks forward to the next chapter of growth, where we will be able to share best practices with FDJ and continue to operate a responsible world-class lottery for the people of Ireland”. I don't particularly like lotteries as a business because I view them as a form of taxation on the poor.

Pension Funds 52

Pension Funds Bidding Stakes Best Practices 52

The Motley Fool

MAY 28, 2024

Needless to say, we were a little worried that we might get taken over, a hostile takeover might come our way, and so we took in some private equity funds from Leonard Green that in the legal agreement, they had the vote with management for certain period of time, so it would act as protection money. Let's get best practices.

Investors 130

Investors Stakes Consulting Consultants 130

The Motley Fool

FEBRUARY 28, 2024

Holcim's predictive maintenance program monitors a large number of assets and will generate significant yearly economic value in reduced maintenance costs and production increases. And we've saved, you know, God knows how many person weeks of legal associates, where now they can just edit it and get it done.

Liabilities 130

Liabilities Due Diligence Professional Services Legal 130

The Motley Fool

AUGUST 2, 2023

Business transformation initiatives range from optimizing services across our portfolio of assets to establishing new tools to improve use of steam and energy. In addition, we just closed on a $260 million acquisition of West Coast marketing assets. The overall competitiveness of the asset is strong. per barrel.

Taxes 100

Taxes Capital Shareholders Assets 100

Private Equity Wire

AUGUST 9, 2023

Or so the legal disclaimers tell us. Think about what you legally do and do not own, what confidentiality requirements you need to adhere to, and what restrictive covenants you face. These days it applies across pretty much every asset class. But be careful not to imbed your own early on. Pre-fund deals can be the bridge here.

Stakes 52

Stakes Prospects Legal Funds 52

Clearlake Capital Group

APRIL 13, 2023

® strategy and best practices from STG’s software investment portfolio, Archer transformed its global go-to-market motion, resulting in accelerated bookings and annual recurring revenue (“ARR”) growth, while transitioning many of its customers to its cloud subscription offerings. “As Leveraging Clearlake’s O.P.S.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Best Practices Legal 40

The Motley Fool

AUGUST 8, 2023

Statements on future company performance assumes, among other things, so we don't include any additional business acquisitions, investments, restructuring or legal settlements. It is difficult to accurately predict demand for our services, and therefore, our actual results could differ materially from our stated outlook.

Capital 130

Capital Debt Leveraging Companies 130

The Motley Fool

NOVEMBER 8, 2024

You know, I think there have been positive comments -- you know, time to continue to watch what policy could evolve, but there's been positive comments around supporting legal immigration, potentially even Green Card ownership for international students, which would be a positive. administrative change. is the No. Thanks for that, Mike.

Education 130

Education Banks Shareholders Capital 130

The Motley Fool

AUGUST 21, 2024

And of course, we were pleased this month to welcome Amy Tu into the role of chief legal and compliance officer. The search for Michael replacement as CFO is ongoing, and I share Michael's excitement for the time when he is able to fully focus on his new role leading all of our operational functions.

Leveraging 130

Leveraging Taxes Capital Returns 130

The Motley Fool

FEBRUARY 15, 2024

Finally, productivity measurement framework, allowing tailoring of engineering and agile best practices for continuous improvements of individual and team productivity in AI-assisted development environment. So generally, Maggie, I would say, traditional asset debt structures for us are about a year in length.

Consulting 100

Consulting Consultants Taxes Leveraging 100

The Motley Fool

JULY 26, 2024

NFP also delivered strong growth, driven by asset inflows and market performance. We're on track to fully deliver in line with guidance on all aspects of the combination through efficiencies, cost synergies, and free cash flow impact leveraging operational best practices from Aon business services.

Capital 130

Capital Financing Finance Taxes 130

Clearlake Capital Group

FEBRUARY 27, 2024

(NYSE: AESI) (“Atlas” or the “Company”) today announced that it has entered into a definitive agreement with Hi Crush Inc. (“Hi-Crush”) to acquire all of Hi-Crush’s Permian Basin proppant production assets and North American logistics operations in a transaction valued at $450 million (1). Goldman Sachs is also advising Atlas.

Securities and Exchange Commission (SEC) 45

Securities and Exchange Commission (SEC) Mergers and Acquisitions Assets Legal 45

Private Equity Wire

DECEMBER 3, 2024

These technologies allow firms to process massive volumes of unstructured data—such as PDFs, legal documents, and financial reports—at unprecedented speed, scale but also precision. Bacow (2021) – This paper explores how AI is being implemented in asset management and private equity, focusing on both challenges and operational benefits.

Due Diligence 90

Due Diligence Consulting Consultants Leveraging 90

Insight Partners

DECEMBER 17, 2024

A best practice is using an end-to-end Reflection loop, where the LLM that is constantly trained on feedback from the evaluations is used to test Agent output for accuracy. Performance Evaluations: A key learning from the self-driving Waymo Driver platform has been the importance of rigorous evaluation and feedback loops.

Startups 116

Startups Consulting Consultants Leveraging 116

The Motley Fool

FEBRUARY 10, 2025

As we all know, the cannabis sector has faced real challenges: regulations have not evolved as fast as expected; some consumer trends like beverages have taken longer to develop; the illicit market still endures; and finally, the path to full legalization in the U.S. remains uncertain. But for me, this is the exciting part.

Leveraging 130

Leveraging Capital Assets Shareholders 130

The Motley Fool

FEBRUARY 13, 2025

Joining me on today's call are: Brian Armstrong, co-founder and CEO; Emilie Choi, president and COO; Alesia Haas, CFO; and Paul Grewal, chief legal officer. So we'll be delivering best-in-class derivatives trading as part of our global offering. We're going to be accelerating asset addition as clarity emerges there.

Assets 130

Assets Legal Stakes Banks 130

Private Equity Insights

MARCH 17, 2025

1315 Capital, which manages over $1bn in assets, specialises in growth equity and buyouts within commercial-stage pharmaceutical outsourcing, medical technology, healthcare services, and wellness companies. 1315 Capital has enlisted Ardea Partners as financial advisor and Ropes & Gray as legal counsel. 1315 Capital founder Adele C.

Stakes 147

Stakes Capital Private Equity Managers Legal 147

The Big Picture

FEBRUARY 4, 2025

But the OECD basically is an organization in Paris that lays out best practice across countries. So as a government, you think constantly about what is best practice for healthcare policies, for pension policies, for all kinds of other policies when it comes to climate change, when it comes to really all areas of policy making.

Financing 103

Financing Finance Banks Taxes 103