Insight Partners

SEPTEMBER 9, 2024

Financing led by RA Capital Management with participation from Insight Partners, NVentures, Catalio Capital Management, Eli Lilly and Company, Gaingels, and Cooley LLP Funds to support clinical development of lead programs and expansion of small molecule pipeline focused on high-value GPCR targets BOSTON, Sept.

Deal Flow 52

Deal Flow Startups Venture Capital Financing 52

The Motley Fool

FEBRUARY 23, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per share basis. We've also continued to produce attractive results in our asset management business.

Capital 130

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

The Motley Fool

AUGUST 4, 2023

Two additional key performance indicators that management will be discussing on this call are net asset value or NAV and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is reported on a per share basis. We've also continued to produce attractive returns on our asset management business.

Capital 147

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

The Motley Fool

JULY 24, 2024

I would now like to turn the conference over to Reuben Treatman, senior director of corporate finance. Reuben Treatman -- Director, Corporate Finance Thank you. This includes the acquisition of 47 assets for approximately $186 million. [Operator instructions] Please note that this event is being recorded. at period end.

Debt 130

Debt Capital Assets Asset Management 130

Pension Pulse

JANUARY 12, 2024

The world’s largest asset manager also promoted Rachel Lord as head of all international business across Europe, the Middle East, India and Asia-Pacific, BlackRock Chief Executive Officer Larry Fink and President Rob Kapito said Friday in a memo to employees. billion in a major push into alternative assets. in early New York trading.

Pension Funds 59

Pension Funds Assets Debt Exchange-Traded Funds 59

Trivest Partners

NOVEMBER 1, 2022

Seneca is a generalist investor focusing on six main areas of interest: industrials/manufacturing, business services, tech services, healthcare services, B2C and specialty finance. The firm has roughly $4 billion in assets under management, with a growing team of over 65 professionals. Trivest has been honored on Inc.

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 40

Axial

OCTOBER 26, 2023

Technology ranked 4th in deal flow but had the highest average pursuit rate, 8.76%, of all sectors. See below for the full Q3 deal activity overview on the Axial platform, and for a more detailed breakdown by industry, check out The SMB M&A Pipeline: Q3 2023.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Motley Fool

APRIL 12, 2024

We fully integrated our financing and securitization capabilities within our Markets business, and we started to see the benefits of having a unified spread product offering for our clients. In wealth, while revenues were down in the quarter, we grew fees and gathered an estimated $22 billion of net new assets over the past 12 months.

Banks 130

Banks Assets Mergers and Acquisitions Investment Banks 130

Pension Pulse

AUGUST 15, 2023

The pension fund’s total net assets stood at $249.8 Chief investment officer Ziad Hindo says the fund saw positive returns across multiple asset classes including public and private equities, infrastructure, and credit over the first six months of the year. Net assets are $249.8 Detailed Asset Mix As at June 30, 2023 As at Dec.

Pension Funds 52

Pension Funds Assets Liabilities Stakes 52

Private Equity Insights

OCTOBER 23, 2023

Oak Hill Advisors (“OHA”) served as a Lead Arranger for the unitranche financing to fund Bain Capital Private Equity’s (“Bain Capital”) acquisition of Harrington Industrial Plastics (“Harrington”) from Nautic Partners.

Financing 130

Financing Finance High Net Worth Individuals Pension Funds 130

Axial

FEBRUARY 27, 2024

We provide a wide range of financing structures, which include subordinated debt with warrants, preferred stock, and common equity. A&M Capital Partners (“AMCP”), with assets under management of $1.8 Since its inception, we have invested approximately $600 million in more than 100 companies throughout the U.S.,

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Mergers and Acquisitions 59

The Motley Fool

AUGUST 3, 2023

This continues to be most notable in our transactional liability book within our professional liability product line, where deal flow continues to remain slow, resulting in ultimate -- lower ultimate premium volumes year over year. John Fox -- Fenimore Asset Management -- Analyst Thank you. billion at the end of the period.

Liabilities 100

Liabilities Asset Management Capital Shareholders 100

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. If the asset is still leasing up and doesn't have 90% occupancy, it can't qualify for a GSE loan.

Debt 130

Debt Banks Assets Capital 130

The Motley Fool

APRIL 24, 2024

I would now like to turn the conference over to Brian Hawthorne, director of corporate finance. Brian Hawthorne -- Director, Corporate Finance Thank you. 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%. Please go ahead, Brian.

Debt 130

Debt Capital Leveraging Financing 130

The Motley Fool

APRIL 18, 2024

In the first quarter, our funds reported steady appreciation overall, highlighted by strength in infrastructure, credit, and our multi-asset investing platform, BXMA. We're buying as well as financing several firms that design, build, and service data centers. We are also actively investing in other companies in AI-related areas.

Assets 130

Assets Debt Banks Capital 130

Pension Pulse

APRIL 25, 2024

billion) in credit assets by 2029, compared with about $62 billion today. 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.,

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

The Big Picture

JULY 2, 2024

Eva Shang co- founded Legalist while she was in Harvard and then subsequently dropped out with her co-founder to launch what essentially became an alternative credit fund that specialized in litigation financing along with two other types of credit related to litigation outcomes. And we were like, okay, so what should we do?

Legal 57

Legal Hedge Funds Financing Finance 57

The Motley Fool

JULY 14, 2023

trillion in assets, 9.4 We deliver durable long-term investment performance by executing on alpha opportunities, sourcing unique deals, and managing risk. The foundation of a market-leading asset management platform is comprehensive, high-quality investment products with strong long-term investment performance.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

AUGUST 2, 2023

We are in a period of time where unlevered returns on most of the assets we invest in are between 8% and 12% on an unlevered basis. While we are a mortgage REIT, I'd like to think of us as an asset manager operating as a REIT. In July, we announced the acquisition of Sculptor asset management, which is a $34 billion asset manager.

Capital 100

Capital Asset Management Assets Shareholders 100

The Motley Fool

FEBRUARY 15, 2024

That type of rate volatility makes it exceedingly difficult for buyers and sellers of commercial real estate to establish pricing, determine their cost of capital, and compute an IRR on the sale or acquisition of an asset. These deals remain in our portfolio, and we expect to dispose of the assets when market conditions become more favorable.

Debt 100

Debt Capital Assets Banks 100

The Motley Fool

JANUARY 12, 2024

Client investment assets were up 25%, driven by market performance and strong net inflows. Asset and wealth management reported net income of 925 million with pre-tax margin of 28%. And we have record client asset net inflows of 489 billion for the year. But just crudely, I think you -- as I noted, we do remain asset sensitive.

Banks 130

Banks Capital Assets Investment Banks 130

Pension Pulse

AUGUST 24, 2023

on private debt, as private equity slipped 2.3%, real assets dropped 3.1% It has been leaning on alternative assets under Musicco, who was recruited from a Canadian pension fund last year, amid pressure to meet an annual return target of 6.8%. loss in private equity last fiscal year, CalPERS remains committed to the asset class.

Pension Funds 52

Pension Funds Debt Assets Banks 52

The Motley Fool

JULY 26, 2023

Operator instructions] I would now like to pass the conference over to your host, Hannah True, manager finance and corporate strategy. Hannah True -- Manager of Finance, Corporate Secretary Thank you, operator, and good morning, everyone. Cash flows remain healthy despite the significant headwind from higher interest rates.

Prospects 130

Prospects Debt Law Firms Capital 130

SuperAngel.Fund

JANUARY 6, 2023

According to Cooley, which handles more venture financings than any other law firm in the US, the amount of capital invested, and number of financings, have decreased substantially in the last quarter , with the most pronounced impact affecting later-stage deals (Series C and beyond). .” gross multiple.

Venture Capital 52

Venture Capital Financing Finance Law Firms 52

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. He has been here for nearly a decade and held a number of finance leadership roles over that time.

Leveraging 130

Leveraging Debt Deal Flow Investors 130

The Motley Fool

FEBRUARY 20, 2024

Considering the potential development across multiple indications, we believe it is likely that maximizing the value of this asset will require engagement with a large partner for later-stage trials and commercialization. No, I think it's just there's no sort of predictable seasonality with the BD deal flow.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Legal Capital 130

The Motley Fool

NOVEMBER 9, 2023

Net asset value per share increased to $15.40, up $0.14 billion, and total net assets of $6 billion. OBDC continues to benefit from its flexible balance sheet and well-diversified financing structure. Our franchise continues to win this important role across some of the most attractive deals in the market.

Capital 100

Capital Private Equity Firms Private Equity Firms Leveraging 100

The Motley Fool

FEBRUARY 9, 2024

Our assets are generally permanent capital, and our earnings don't include more volatile revenues such as carry and substantial capital markets fees. This phenomenon has been consistent across asset classes. We intend to launch a strategy focused on triple net lease in Europe, driven by deal flow we already see today.

Capital 130

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

The Motley Fool

JUNE 7, 2024

He talked about the fact that the Sreit hasn't been selling assets, has a redemption queue that's very high, and were it not for their gates or the walls they could put up on redemptions that they'd run out of money. Back in the aggregation days of 2021 and 2022, they were literally buying an asset a week. It's not a new story.

Assets 130

Assets Capital Asset Management Companies 130

Trivest Partners

JULY 11, 2023

We look to back strong management teams and do not tend to get as involved running the day-to-day operations of our companies; instead we operate in a truly board-level role to the company while remaining active on M&A and financing plans. The firm has roughly $5 billion in assets under management and a growing team of 70+ professionals.

Capital 40

Capital Private Equity Firms Private Equity Firms Buyout 40

The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. So fixed income is now a substantial percentage of our assets. For, for hedge fund or for, 00:06:29 [Speaker Changed] So that was actually Montgomery Asset Management.

Hedge Funds 62

Hedge Funds Mutual Funds Funds Due Diligence 62

The Motley Fool

JULY 31, 2023

One was to how we would think about just good investments that would give us visibility into various areas that we could determine how to make investments in those assets that could actually be long-term cash flow vehicles. And that fifth vertical was in those type of asset investments. Thank you, guys, very much for the color.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Debt Deal Flow 130

The Motley Fool

JULY 27, 2023

This strength is offset somewhat by a softer environment for bank loans and structured finance. This assessment can be applied across the asset, company and portfolio level, which gives our corporate and investor customers a greater ability to quantify both dependency and impact on location specific ecosystems.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Banks Capital Debt 100

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president.

Banks 57

Banks Asset Management Assets Capital 57

The Big Picture

SEPTEMBER 26, 2023

I wanna say it’s about $179 billion in client assets. You’ve probably heard some aspects of this from the various interviews I’ve done with Howard Marks talking about the distressed asset fund they set up in 2007. That had mismatched assets. It’s not an asset that other creditors can go after.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Motley Fool

AUGUST 8, 2024

Financing volumes for the GSEs were down 23% year over year to $2.7 The GSEs have been sluggish in their lending over the past 18 months, but we are seeing them lean in on deals over the past month and expect higher volumes from them in the second half of 2024. billion, up 16% year over year. per share.

Assets 130

Assets Debt Financing Finance 130

The Big Picture

APRIL 4, 2023

 The transcript from this week’s, MiB: Ken Kencel, Churchill Asset Management , is below. BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Ken Kencel of Churchill Asset Management, CEO, Founder, President. KENCEL: “Barbarians at the Gate” and the financing. Yes, right.

Private Equity Firms 57

Private Equity Firms Private Equity Firms Banks Financing 57