Axial

JANUARY 10, 2025

They accurately value the business, prepare necessary materials, target potential buyers within their network, vet bids, handle negotiations, and help structure and close the deal. Preparing for Due Diligence Sell-side advisory services help you prepare for due diligence.

Due Diligence 52

Due Diligence Mergers and Acquisitions Bidding Consulting 52

Private Equity Wire

APRIL 29, 2024

PARTNER CONTENT The GP-led secondary market continues to evolve and flourish, supported by ongoing demand for liquidity and a narrowing bid-ask spread between prospective buyers and sellers. Single-asset transactions are now the fastest growing segment of secondaries.1 What draws investors to single-asset GP-led secondaries?

Assets 94

Assets Returns Buyout Due Diligence 94

Axial

MARCH 11, 2025

The CIM contains detailed information such as your sales process, manufacturing capabilities, management team structure, intellectual property, company assets, and high-level financials (ideally five years of historical data and projections). The LOI presents a specific bid for your company, along with the steps to finalize the deal.

Due Diligence 52

Due Diligence Consulting Consultants Leveraging 52

Private Equity Insights

JUNE 29, 2023

. “The Hawthorne Renewables team is well positioned to achieve our target of 2GW of operational solar assets in the next five to seven years.” followed by extensive third-party legal and technical due diligence on the Sulus Solar platform,” said Justin Brown, co-founder and co-chief executive of Power Capital.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Due Diligence Capital 130

The Motley Fool

JANUARY 31, 2024

It's certainly time to consider buying some, as long as you do your due diligence and understand the risks and opportunities. bank by assets for a personal lending product. Two-sided model Pagaya sells its loans to financial institutions as asset-backed securities (ABS), gaining money to use for new loans.

Due Diligence 130

Due Diligence Bidding Financial Institutions Amortization 130

Private Equity Insights

JUNE 28, 2023

Private equity firm Rosemont Investment Group has acquired a 40% stake in Landmark Management, a New York-based multi-family office that oversees about $4.5bn in non-discretionary client assets. In 2022, it acquired a 25% stake in Veris Wealth Partners, an impact investing-focused RIA with about $2bn in client assets under management.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Due Diligence 130

The Motley Fool

OCTOBER 12, 2024

But, as wise investors know, recent price action is in no way a substitute for doing due diligence. Summit Therapeutics (NASDAQ: SMMT) is an exciting stock for many investors as its shares are up by 158% in the last three months alone. There's always a chance that the short-sellers are correct.

Due Diligence 130

Due Diligence Bidding Liabilities Debt 130

The Motley Fool

OCTOBER 31, 2024

Trading volume for baby bonds is generally thin, so the bid-ask spread -- the difference between the asking price and the offering bid -- may be wider compared to more heavily traded securities. In other words, they're not backed by any underlying assets or collateral.

Due Diligence 100

Due Diligence Investing Bidding Taxes 100

Axial

OCTOBER 21, 2024

Finalize the Sale and Close the Deal Complete due diligence Manage buyer questions and site visits Negotiate, sign, and close the deal 1. At this stage, you will formally agree to the outlined terms, paving the way for further negotiations and due diligence as the sale moves forward.

Due Diligence 97

Due Diligence Mergers and Acquisitions Consulting Consultants 97

Axial

DECEMBER 14, 2023

Elevated Valuations vs. Asset Quality In 2023, elevated interest rates and economic uncertainty have put pressure on business valuations. On the sell-side, advisors reported that owners have been less eager to enter the market due to declining asset valuations. There are over 150 private credit firms on the Axial platform.

Due Diligence 59

Due Diligence Investment Horizon Bidding Banks 59

Pension Pulse

SEPTEMBER 12, 2023

Our job is due diligence, and for deals that require a level of speed that makes the due diligence difficult, well, we won’t do the deal. focus on Quality in a challenging Market Kim is also preparing for tougher returns in the asset class ahead. I like to be able to sleep at night.”

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

The Motley Fool

JULY 24, 2023

Motley Fool host Deidre Woollard speaks with Steve Wyett, the Chief Investment Strategist at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else. Two stocks on their radar: Franklin Electric and Disney.

Banks 246

Banks Financial Institutions Portfolios Due Diligence 246

The Motley Fool

NOVEMBER 3, 2023

Michele Reber -- Senior Director, Asset Management Thank you and good morning. The decrease in FAD from the second quarter is due to the reduced rent from cash basis operators, with LaVie, as expected, paying $9 million less in cash rent in the third quarter compared to the second quarter. You may begin. Turning to the under 1.0

Investors 130

Investors Securities and Exchange Commission (SEC) Assets Debt 130

Pension Pulse

FEBRUARY 18, 2025

Last week, BCI issued a press release that it and Macquarie Asset Management offered to take Renewi PLC private: BCI and Macquarie Asset Management, through Earth Bidco B.V., Renewi agreed to give Macquarie access to confirmatory due diligence and said the offer is at a value that it would be inclined to recommend.

Asset Management 52

Asset Management Due Diligence Stock Exchanges Assets 52

Pension Pulse

OCTOBER 23, 2024

In fact, one thing I really like about Florida's SBA is the level of detail in their documents across all asset classes and there I give them an A+ on transparency (this is part of their governance required by state law). The divestments from the European and venture managers have proved to be beneficial to the system, he added.

Funds 59

Funds Stakes Due Diligence Assets 59

Axial

DECEMBER 16, 2024

Limited processes typically result in less competitive bidding, as the smaller pool of buyers gives the seller less leverage in negotiations. This strategy is ideal if you want to generate interest from many buyers and create a competitive bidding environment that drives up the price. Has the buyer been historically acquisitive?

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Bidding 52

The Motley Fool

JULY 25, 2023

Since our last earnings call, NextEra Energy Partners completed its previously announced acquisition of approximately 690 megawatts of wind and solar assets. As part of a hydrogen project, you buy an expensive asset called an electrolyzer, which everyone is familiar with. And for us, it's very simple. And so, it's really easy math.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Assets Capital 100

The Motley Fool

JULY 25, 2023

Since our last earnings call, NextEra Energy Partners completed its previously announced acquisition of approximately 690 megawatts of wind and solar assets. As part of a hydrogen project, you buy an expensive asset called an electrolyzer, which everyone is familiar with. And for us, it's very simple. And so, it's really easy math.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Assets Capital 100

The Motley Fool

JANUARY 30, 2025

Our assets under management were $617 billion at the end of the fourth quarter, up 13% sequentially and up 47% compared to the fourth quarter of last year. We knew there were going to be a few big assets in the market in 2024 and McGriff was the business that we wanted. And so -- but bid really is the primary driver.

Companies 130

Companies Consulting Consultants Taxes 130

Mr. Money Mustache

JANUARY 29, 2021

This has left several friends who arrived more recently searching fruitlessly and losing the inevitable bidding war for each uninspiring property, over and over again. The only problem was, so was everybody else: a bidding war was already bubbling up and we only had a few days at most to lock it in.

Collateral 53

Collateral Taxes Stock Market Stock Market 53

The Big Picture

JANUARY 9, 2024

Like they had an asset that was not, you know, that was a very untraditional, you know, like we have this ability to tap retail investors to refinance and they played it really fascinatingly. How, how indexing works and how big asset managers like BlackRock or Vanguard or State Street work. If anything it’s going the other way.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Big Picture

JANUARY 24, 2023

KKR was the biggest with $400 million of assets and eight people. And Forstmann Little was the second biggest with $200 million of assets, and four professionals and they hired me in as the fifth professional. We spent weeks, night and day, studying it, decided it wasn’t a good deal, decided not to bid, which I’m fine with.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Private Equity Insights

FEBRUARY 26, 2025

The deal is expected to involve leveraged financing, as bidders look to drive cost efficiencies and operational synergies after securing the asset. With due diligence ongoing, final bids from Lone Star, Advent, and Apollo are expected in the coming months.

Bidding 218

Bidding Due Diligence Leveraging Financing 218

Private Equity Insights

MARCH 10, 2025

bids, represents an 8.7% bids, represents an 8.7% The bidding war has intensified after Brookfield Asset Management entered the fray last month with a matching bid. Market analysts suggest a final knockout bid of AUD5.20 Market analysts suggest a final knockout bid of AUD5.20

Bidding 147

Bidding Due Diligence Capital Private Equity Firms 147

Private Equity Insights

FEBRUARY 5, 2025

Brookfield Asset Management joined Bain Capital and CC Capital in the race to acquire Insignia Financial, Australias third-largest superannuation provider, with a bid valuing the firm at AUD3bn ($1.9bn). The bidding war began in December when Bain Capital made an initial offer valuing Insignia at AUD2.2bn.

Bidding 130

Bidding Due Diligence Asset Management Assets 130

Private Equity Insights

FEBRUARY 20, 2025

The deal, valued at approximately $4.1bn, marks the end of an intense takeover battle with Bain Capital, which ultimately withdrew its bid earlier this week. The private equity firm pursued an unconventional two-stage acquisition process, repeatedly raising its offer in response to Bains competing bids.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Due Diligence Bidding 147

Private Equity Wire

FEBRUARY 21, 2025

US private equity giant KKR has submitted a preliminary 4bn bid to take a majority stake in Thames Water, positioning itself as a leading contender to acquire the embattled UK utility, according to a report by the Financial Times. This bid could involve US hedge funds Elliott Management and Silver Point.

Bidding 72

Bidding Stakes Due Diligence Hedge Funds 72

Private Equity Insights

FEBRUARY 17, 2025

The sale stemmed from a competitive process where more than 30 potential buyers were approached, with over 10 conducting in-depth due diligence. Ultimately, Silver Lake and GICs bid was the only fully-financed proposal, according to special committee member John D. Harkey, Jr.

Due Diligence 130

Due Diligence Bidding Legal Financing 130

Private Equity Wire

MARCH 7, 2025

Bain Capital and CC Capital have been granted access to Insignia Financial’s books after both private equity firms raised their takeover bids for the Australian wealth management business to AUD3.34bn ($2.11bn), according to a report by Reuters. The two firms increased their per-share offers to AUD5 each, an 8.7% per share could emerge.

Bidding 45

Bidding Due Diligence Capital Private Equity Firms 45

The Motley Fool

FEBRUARY 7, 2024

We do this by developing best-in-class properties, acquiring high-quality assets with attractive risk-adjusted returns, redeveloping and repositioning well-located properties where substantial upside exists, and selling buildings that no longer meet our criteria. Third, we are laying the groundwork for future investment opportunities.

Assets 130

Assets Debt Prospects Banks 130

Axial

JANUARY 27, 2025

Second, it streamlines later-stage processes, such as addressing buyer inquiries during due diligence, making the finalization of the sale smoother and more efficient. Proven ability to progress potential buyers from initial interest to submitted bids. Positive feedback on professionalism, reputation, and responsiveness.

Due Diligence 52

Due Diligence Exit Strategy Bidding Consulting 52

Axial

JANUARY 10, 2025

Specifically, youll need three audited financial statements: Balance sheet: This provides a snapshot of what your business owns (assets) and what you owe (liabilities). This analysis relies on real, completed sales, which often include additional amounts that buyers paid during the bidding process, resulting in higher prices.

Companies 52

Companies Valuation Analyses Bidding Mergers and Acquisitions 52

The Motley Fool

JANUARY 29, 2025

Our strategy was to build a broad portfolio, and we're up to 18 assets now, and you saw us do a couple of partnerships, a few partnerships last year to build out this portfolio even further. The guidance range we are providing today assume a full year contribution from these assets in order to allow like-to-like comparison.

Assets 130

Assets Capital Debt Portfolios 130

Axial

NOVEMBER 18, 2024

This is because smaller deals require the same amount of work as larger ones when it comes to preparation, marketing, due diligence, negotiations, and closing the deal. Inventory , which includes an exact tally of your business assets and assessments of whether, for example, the stock in your warehouse is still salable.

Fee Structure 52

Fee Structure Due Diligence Bidding Accounting 52

The Big Picture

NOVEMBER 25, 2024

We were talking about luck earlier, got introduced to a local asset manager outside of Boston who saw what I was working on and said, this is really interesting. And so as those assets grew, I’m now a young 20-year-old going out trying to go to other asset managers saying, Hey, I have this quantitative research.

Returns 59

Returns Mutual Funds Hedge Funds Leveraging 59

The Motley Fool

APRIL 23, 2024

Steel union assets. In terms of value, the inflated bids resulting from the blind auction process that included unrealistic buyers don't represent a meaningful proxy for real valuation and neither do the stand-alone price targets coming from research firms pandering to the arts. Steel, the stock was valued at $22.72.

Due Diligence 130

Due Diligence Leveraging Capital Debt 130