The Motley Fool

SEPTEMBER 13, 2023

With due diligence of Liontown's assets now underway, is Albemarle stock a buy now? If Albemarle's due diligence yields a green light, and Liontown agrees to the final terms, Liontown would be acquired for 3 Australian dollars per share, valuing the company at AU$6.6 billion, or $4.3 billion.

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The Motley Fool

SEPTEMBER 12, 2024

The asset tokenization trend And that's where a major financial trend known as real-world asset tokenization (often abbreviated as RWA) comes into the picture. Simply stated, asset tokenization involves the migration of traditional financial assets (such as stocks and bonds) to the blockchain. Image source: Getty Images.

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The Motley Fool

AUGUST 26, 2024

What better place to find it than the portfolios of billionaire asset managers? It's a strategy that makes sense as long as you, of course, do your own due diligence as well. It has loads of opportunities, but it's backed up by its incredible brand and assets. It offers growth, but it's not very risky.

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Top 1000 Funds

MAY 5, 2024

Asset owners who assess their outsourced fund managers are facing mounting challenges that mean emerging tools, such as AI, are key to successful operational due diligence. Top1000funds.com takes a closer look at the responsibilities and skillsets of those conducting ODD and why its core to a successful investment function.

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Diamond Consultants

FEBRUARY 8, 2023

Strategic due diligence. And in the case of due diligence, it’s a process that gets your business where you want it to be. And since tips on air travel and doctor’s visits are beyond the scope of this publication, we’ll focus on what I do know—specifically, strategic due diligence. Going to the doctor.

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The Motley Fool

AUGUST 7, 2023

Chase notes that this system can scrape for information related to individuals, products and companies as a whole, including number of employees, leadership, assets under management, social media and company policy information, specifically noting that it can find ESG information.

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The Motley Fool

JUNE 27, 2024

When you consider key future trends such as asset tokenization (which involves moving real-world financial assets onto the blockchain), it's possible to understand just how big the DeFi opportunity might be. A $2 trillion asset? Image source: Getty Images. That's about one-tenth of what the new spot Bitcoin ETFs have attracted.

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The Motley Fool

NOVEMBER 8, 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 positive results for our asset management business.

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The Motley Fool

MAY 26, 2024

Day by day, Bitcoin 's (CRYPTO: BTC) unique characteristics, which make it unlike any other asset in the world, are becoming increasingly recognized and understood by investors. Reports suggest that around 10% of all the assets tied to the ETFs come from institutions. But this number is growing and will continue to do so.

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The Motley Fool

APRIL 12, 2024

Don't worry about being "too late" if you didn't catch the stock below $10 or $15; if you conducted your full due diligence and envision continued growth for the company, your conviction should remain firm even while the share price varies. Should you invest $1,000 in Marathon Digital right now?

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The Motley Fool

MARCH 3, 2024

In a single move, the SEC gave the green light to Bitcoin as an asset that anyone could hold as part of a well-diversified portfolio. What makes Chainlink particularly interesting is that it is also a long-term play on an emerging trend known as real-world asset tokenization.

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XY Planning Network

JUNE 13, 2022

Outside investment managers—such as TAMPs and robo-advisors—are a popular solution for advisors seeking to offer clients expert asset management services without needing to hone that expertise themselves or simply spend the time doing it (as in financial planning-only firms). 5 MIN READ.

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The Motley Fool

DECEMBER 3, 2024

The SEC requires funds managing more than $100 million in assets to file these forms within 45 business days after the close of each quarter. And then, of course, even the best are sometimes wrong, so make sure to do your due diligence.

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The Motley Fool

MAY 25, 2024

Unlike a 401(k) , a Roth IRA gives you the flexibility to invest in all types of assets, including exchange-traded funds and individual stocks. However, whatever you invest in, it's important to do your research and due diligence to ensure your investments align with your goals.

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The Motley Fool

AUGUST 27, 2023

Investors still need to do their due diligence to determine which fallen stocks represent strong businesses. broadband, property and casualty insurance, and asset management. million 52% Asset management revenue $0 $145,493 - Data source: Boston Omaha Of particular interest is the asset management revenue.

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The Motley Fool

AUGUST 24, 2024

The firm's "demand analysis" took into account three key factors: (1) market cap and overall trading volume, (2) assets under management of investment products already in the marketplace, and (3) size, activity, and reach of the online community for a specific token. That being said, Solana is a high-risk, high-upside crypto investment.

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The Motley Fool

JANUARY 30, 2024

Once you've shrunk your pool, you can do your due diligence and determine whether said stock still has what it takes to outperform going forward. With its asset-light model, Visa enjoys unusually high profit margins, 54% in the first quarter, and it's flush with cash. In the 2024 fiscal first quarter (ended Dec.

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The Motley Fool

OCTOBER 26, 2024

Also, the top 10 stocks, all but one of which is a tech stock, make up just over 50% of its assets. Though no one's right 100% of the time, and average investors need to perform their own due diligence to figure out if any particular stock is right for their portfolio. The Invesco QQQ Trust has performed well for investors.

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The Motley Fool

JANUARY 5, 2024

Moreover, the company's balance sheet strength and disciplined approach to due diligence provides Ares with some differentiated product offerings. In fact, even Warren Buffett owns a position in Ares through Berkshire Hathaway 's subsidiary New England Asset Management. The company's 9.6%

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The Motley Fool

AUGUST 11, 2023

I would rather put my digital assets to work in a trio of stronger long-term crypto names. Feel free to do your due diligence and prove me wrong, but I'm neither buying nor selling Polygon right now. OK, so is Polygon the best crypto to buy now? Even so, Polygon is not my favorite cryptocurrency to buy in the current market.

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Private Equity Wire

MARCH 27, 2025

Decarbonisation is a sector known well to Infranity a specialist asset management company with 11bn AUM, formed as a strategic partnership between three Managing Partners and the Generali Group. Still, during due diligence, Infranity had other factors to consider regarding the acquisition’s long-term viability.

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The Motley Fool

SEPTEMBER 25, 2023

And reverse mortgages are a type of non-recourse loan, which means they are backed by the value of the home itself, rather than any other assets, so the amount due can never be more than your home is worth. Finally, reverse mortgage scams abound, so you'll need to do your due diligence if you're considering going this route.

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The Motley Fool

FEBRUARY 13, 2024

We also couldn't really sue for damages because the sellers owned the house in a limited liability company (LLC) with no other assets, and there were so many liens on the house that there wasn't any money left over. Now, this was a unique situation -- but delayed closings aren't. And if you experience one, you'll have some choices to make.

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Private Equity Wire

MARCH 13, 2024

Canoe Intelligence, a fintech focused on alternative investment intelligence, has launched Canoe Asset Data, its solution for the challenge of accessing and using complete, timely and accurate asset-level data. Users can also access the in-app Canoe Asset Data Center to view complete data sets and run custom data extracts.

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Private Equity Wire

APRIL 29, 2024

The GP-led secondaries market has grown more than sevenfold in less than a decade, from $7bn in 2015 to $52bn in 2023, with the single-asset continuation vehicle market undergoing substantial growth. Single-asset transactions are now the fastest growing segment of secondaries.1 What draws investors to single-asset GP-led secondaries?

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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). Read the full case study here. The LOI outlines the proposed price and deal structure from the buyer.

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The Motley Fool

JULY 17, 2023

The major responsibilities of the bank are to ensure the company's financials are ready to be filed with the Securities and Exchange Commission (SEC) and to perform due diligence on the company to help arrive at an appropriate IPO share price. That's a wide gap. Nonetheless, Arm's IPO is targeted to be several months away.

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Private Equity Insights

MAY 20, 2024

This collaborative approach allows for risk-sharing, joint due diligence e orts, and value creation opportunities. Collaborating with other family o ices o ers access to a wider range of resources and expertise, providing the opportunity to gain control over assets and invest over an extended investment horizon.

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Axial

JANUARY 10, 2025

Preparing for Due Diligence Sell-side advisory services help you prepare for due diligence. Due diligence is a lengthy process where a buyer will be asking for and reviewing important business documents. Once executed, you’re officially in the due diligence phase.

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Private Equity Professional

SEPTEMBER 26, 2024

Source: ATIS ATIS also offers a range of specialized services, such as due diligence assessments for real estate investors, door lock monitoring, and hydraulic oil testing, which are essential for maintaining the safety and efficiency of elevator systems​. © 2024 Private Equity Professional | September 27, 2024

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Private Equity Insights

JANUARY 14, 2025

Bain Capital confirmed that it destroyed the confidential information obtained during the due diligence process. The private equity giant, managing $1 trillion in assets, is purchasing the stake from New Mountain Capital, Citrin Coopermans previous majority owner.

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Private Equity Wire

MARCH 12, 2025

The firm serves a diverse client base, including financial institutions, asset managers, insurance companies, corporates, investors, developers, concessionaires, and public institutions.

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This is going to be BIG.

OCTOBER 7, 2013

Great, so now that everyone has met you, you need to do due diligence, right? Great, you get your due diligence back and you either make a decision right then and there or you wait to the following Monday partner meeting. It was as mandatory as you could make a meeting and we took it really seriously.

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Private Equity Insights

NOVEMBER 2, 2023

An agreement could be reached in the coming months depending on the outcome of the due diligence, the people said. The UK company’s shareholders started considering selling the business in 2021 at a time when other Chinese corporates were unwinding acquisitions of non-core assets they acquired in recent years. and Avic Trust Co.

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The Motley Fool

JULY 14, 2024

It's essential to conduct your due diligence on the company itself, especially since UnitedHealth Group has at least one imminent event that could impact the share price. Both companies may end up having to divest assets, including clinics, in order to avoid interference from the Department of Justice.

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Private Equity Wire

JULY 22, 2024

Stonepeak, which manages assets of around $71.2bn, has offered NZD1.70 The offer has received backing from Arvida’s board and is not subject to any financing or due diligence conditions. Shares of rival companies including Ryman Healthcare and Summerset also saw increases of 7.7%

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Private Equity Insights

JULY 4, 2023

NPV ESG expects to secure commitments from additional investors in its second close later this year, with several investors currently active in due diligence. The fund’s primary geographic targets include Europe, North America, and Chile, where NextEnergy Capital currently manages an extensive solar PV infrastructure asset portfolio.

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