The Motley Fool

JULY 6, 2024

Step 2: Establish your legal framework (Cost: $0 - $20) Think about what type of business structure will work best for you. Unlike a sole proprietorship, an LLC draws a legal line between you and your business. This separation not only protects your personal assets from business liabilities, but can also offer potential tax benefits.

Legal 245

Legal Startups Banks Taxes 245

The Motley Fool

AUGUST 11, 2023

Morgan Asset Management, released a report that compared the returns of publicly traded companies initiating a dividend and growing their payout over a period of 40 years (1972 to 2012) to publicly traded companies that didn't offer a dividend over the same time line. This leverage also supports the company's juicy payout.

Debt 246

Debt Investing Legal Leveraging 246

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. On today's call, I will provide my usual update regarding our performance in the quarter.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

The Motley Fool

DECEMBER 28, 2023

Drilling down into the deal Williams has agreed to buy a portfolio of natural gas storage assets from Hartree Partners for nearly $2 billion. The company is paying about 10 times estimated 2024 earnings before interest, taxes, depreciation, and amortization ( EBITDA ) for these assets. times leverage ratio , down significantly from 4.8

Prospects 246

Prospects Amortization Depreciation Earnings Before Interest 246

The Motley Fool

FEBRUARY 19, 2025

This included a $355 million benefit from legal settlements, which are now materially complete. We ended the fourth quarter with holding company cash and liquid assets of $294 million, which includes approximately $186 million in cash set aside for future obligations. Our liquidity position remains strong. Next, turning to Slide 14.

Liabilities 130

Liabilities Legal Taxes Debt 130

Private Equity Insights

AUGUST 9, 2023

Advisors Jefferies LLC is acting as lead financial advisor and Gibson, Dunn & Crutcher LLP is serving as legal counsel to Fiesta in connection with the proposed transaction. Guggenheim Securities is serving as lead financial advisor and Kirkland & Ellis LLP is acting as legal counsel to ARB and Garnett Station.

Portfolios 237

Portfolios Legal Private Equity Firms Private Equity Firms 237

Private Equity Insights

APRIL 9, 2025

The transaction includes a 10-year, non-exclusive investment management relationship under which Bain Capital will manage assets across private credit, structured products, mortgage loans, and private equity. The transaction also helps advance the firms goal of reducing its leverage ratio toward its 25% target.

Capital Investments 130

Capital Investments Capital Stakes Investing 130

FinSMEs

MAY 30, 2024

StructureFlow, a London, UK-based legal technology startup, raised $6M in Series A funding. The round, which brought the total amount to $15M, was led by FINTOP Capital, with follow-on investment from Venrex, part of Select Equity Group, a US asset management fund.

Startups 103

Startups Funds Legal Asset Management 103

The Motley Fool

JANUARY 31, 2025

First, we committed to leveraging our distinctive risk capital and human capital structure to unlock new solutions that address the evolving client demand discussed earlier. billion of debt in 2024 and coupled with earnings growth, lowered our debt-to-EBITDA leverage from 4.1 Third, we paid down $2.1 billion in debt and returned $1.6

Leveraging 130

Leveraging Taxes Capital Shareholders 130

Private Equity Insights

JANUARY 26, 2024

New and returning investors in Fund VI include private and public pensions, family offices, insurance companies and asset managers. Kirkland & Ellis provided legal counsel. Trillion in Assets Six of Canada's biggest pension funds managing C$1.3 billion) in assets have. trillion ($965.47

Capital 130

Capital Pension Funds Funds Legal 130

Private Equity Wire

SEPTEMBER 19, 2024

Thompson Street Capital Partners (TSCP), a private equity firm based in St Louis, has completed a single-asset secondary market transaction to continue its partnership with Gurobi Optimization (Gurobi), a provider of mathematical optimisation software. Sidley Austin served as legal counsel to Gurobi.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Funds Legal 98

Private Equity Wire

AUGUST 1, 2024

Elliot-Taylor joins DWS from CIFC Asset Management, where he most recently served as Portfolio Manager, managing five active CLOs alongside other related asset strategies. Prior to this, he spent five years at Investcorp Credit Management, where he covered leveraged loans and high-yield.

Legal 98

Legal Asset Management Leveraging Assets 98

The Motley Fool

NOVEMBER 20, 2023

of its per-share net asset value (NAV) of $11.82. For example, in 2020, the fund had $649 million in assets compared to $19.3 billion in assets compared to $343.5 In other words, the ratio of assets to borrowings has gone from 33.6 The first issue involves two legal situations 3M is involved in. times to just 4.3

Conglomerates 130

Conglomerates Legal Leveraging Assets 130

Private Equity Insights

OCTOBER 11, 2023

New Product Development and Investment Collaboration : Ares and Vinci will explore launching co-branded products and investment strategies that leverage each platform’s unique capabilities. We admire the Ares team’s remarkable history and achievements to create one of the leading alternative asset management firms globally.

Best Practices 130

Best Practices Initial Public Offering Legal Investing 130

Private Equity Insights

MARCH 1, 2024

Barclays Bank Delaware (BBDE) has signed the agreement with insurance accounts managed by Blackstone’s asset-based finance group, to sell the credit card debt. Blackstone’s investment will be made entirely on behalf of the firm’s insurance clients. BBDE intends to use the proceeds of the sale to fund its lending activities.

Debt 130

Debt Private Equity Firms Private Equity Firms Financial Institutions 130

The Motley Fool

JULY 15, 2024

To add to this point, El Salvador's experiment with Bitcoin as a legal tender has predominantly been a flop. Moreover, MicroStrategy's Bitcoin assets are valued at a significant premium to the current price of Bitcoin. Bitcoin is nowhere near the fastest nor cheapest when it comes to transaction validation and settlement.

Initial Public Offering 189

Initial Public Offering Legal Debt Stock Exchanges 189

The Motley Fool

MARCH 6, 2025

We will continue to leverage our digital conveniences to drive member loyalty in the future. We ended the fourth quarter with the lowest level of debt since our IPO, no near-term maturities, and half a turn of net leverage. Membership fee income, or MFI, grew 7.9% We also continued to return excess cash to shareholders.

Leveraging 130

Leveraging Taxes Legal Shareholders 130

Blackstone News

OCTOBER 31, 2023

Energy market participants worldwide rely on Energy Exemplar’s platform to optimize decision-making across both new asset development and existing operations. Kirkland & Ellis LLP served as legal counsel, and William Blair served as financial advisor to Blackstone and Vista.

Legal 140

Legal Assets Leveraging Capital 140

Private Equity Insights

NOVEMBER 16, 2023

Global Blue intends to use the primary proceeds to reduce its debt balance, in pursuit of its long-term target of net leverage of less than 2.5x BofA Securities acted as financial advisor, and Davis Polk & Wardwell and Homburger as legal advisors, to Tencent. Net Debt / Adjusted EBITDA. While exact figures.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Legal Investing 130

The Motley Fool

NOVEMBER 7, 2024

In Phillips 66's reconciliation of consolidated earnings, the company noted a whopping $605 million in legal accrual expenses, with the footnote saying the legal accrual is "primarily related to ongoing litigation." Phillips 66 is taking necessary measures to lower its leverage and improve its cost structure.

Investing 130

Investing Legal Leveraging Shareholders 130

The Motley Fool

NOVEMBER 4, 2024

We believe that these continued cost-out efforts, combined with a continually improving demand environment, will continue to produce enhanced earnings leverage as we move into the future. We are leaders in this space and continue to believe in the long-term potential, but we believe for now we can satisfy demand with our existing assets.

Liabilities 130

Liabilities Shareholders Assets Capital 130

The Motley Fool

MARCH 3, 2025

Executing on this plan required making difficult, but necessary decisions, including divesting sites and assets to improve our profitability. We strategically divested assets and streamlined our site network while meeting internal product delivery commitments for customers and significant improvement operating margins.

Debt 130

Debt Assets Leveraging Portfolios 130

Insight Partners

JANUARY 7, 2025

Incumbents are strategically leveraging AI: Large, established companies with access to proprietary data, robust infrastructure, and existing customers have an edge in adopting and scaling AI solutions. Startups may need to focus on niche innovations or partnerships to compete effectively.

Startups 52

Startups Legal Leveraging Stakes 52

The Motley Fool

OCTOBER 24, 2024

Jim will review our Q3 results, operating segment performance, and some key updates regarding the strategic asset review we announced today. The strength of Dow's differentiated portfolio is defined by our strategic and purpose-built asset footprint which leverages low-cost feedstock positions, primarily in the Americas.

Assets 246

Assets Portfolios Shareholders Capital 246

Private Equity Insights

DECEMBER 4, 2023

” Kirkland & Ellis LLP served as legal advisor to Thoma Bravo. Leveraging Thoma Bravo’s deep sector expertise and strategic and operational capabilities, the firm collaborates with its portfolio companies to implement operating best practices and drive growth initiatives.

Initial Public Offering 147

Initial Public Offering Enterprise Values Best Practices Legal 147

Private Equity Insights

NOVEMBER 17, 2023

Kirkland & Ellis LLP provided legal counsel. read more Brookfield Asset Management’s affiliate Closes $1.1bn Argo Acquisition Argo Group International Holdings, Ltd. The firm also has a long history of pursuing and completing complex corporate carve-outs. Source: CISION PR Newswire Can’t stop reading?

Private Equity Firms 147

Private Equity Firms Private Equity Firms Stakes Legal 147

The Motley Fool

MAY 9, 2024

Many of our assets, including CQ, serve essentially as the Dow Jones of legislative and policy worlds, providing deep domain expertise with proprietary data. As we entered this year, we did so as a leaner, more focused organization with a relentless commitment to leveraging our decade-long investment in artificial intelligence.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Legal Leveraging Capital 130

The Motley Fool

NOVEMBER 30, 2023

Its seemingly lackluster results have also recently attracted the attention of activist investor firm Anson Funds; Anson recently amassed its own $50 million stake in the company, to push Twilio to unlock value for investors by either putting itself up for sale or divesting some noncore assets.

Exchange-Traded Funds 189

Exchange-Traded Funds Stakes Legal Leveraging 189

Private Equity Insights

DECEMBER 14, 2023

“We look forward to leveraging Thoma Bravo’s deep sector expertise to help drive continued growth and innovation.” Kirkland & Ellis LLP is serving as legal advisor to Thoma Bravo and Raymond James is serving as financial advisor. ” Debt financing for the transaction will be provided by Golub Capital.

Investing 130

Investing Legal Investment Banking Investment Banks 130

The Motley Fool

FEBRUARY 17, 2024

Much of the shortfall derived from the company's ESPN Bet, an online sportsbook leveraging Walt Disney 's well-known sports channel's brand name. This has a lot of potential, thanks to the spread of legalized gambling throughout the U.S., but it isn't a money maker yet. Should you invest $1,000 in Penn Entertainment right now?

Amortization 130

Amortization Depreciation Earnings Before Interest Legal 130

The Motley Fool

DECEMBER 27, 2023

These are highly specialized assets that are nothing like a traditional office. It has been selling assets, renting properties to new tenants, and renegotiating leases. What's notable is that marijuana grow houses, which is largely what Innovative Industrial owns, are not your typical industrial asset.

Legal 130

Legal Assets Leveraging Portfolios 130

The Motley Fool

MAY 2, 2024

life insurance companies had a very strong quarter, with pre-tax income estimated at $258 million, driven primarily by benefits from LTC in-force rate actions, including the impact of legal settlements. We continue to significantly reduce tail risk through our multiyear rate action plan, or MYRAP, and legal settlements.

Legal 130

Legal Liabilities Shareholders Taxes 130

The Motley Fool

AUGUST 6, 2024

Yen carry trade rebound Yesterday's move was driven by an unwinding of the yen carry trade , a leveraged bet on currencies and interest rates. But the fallout can involve unrelated assets like cryptocurrencies as the trade unwinds. over that time because investors are selling riskier assets.

Exchange-Traded Funds 100

Exchange-Traded Funds Leveraging Legal Assets 100

The Motley Fool

JULY 11, 2023

Additionally, smaller players are seeing a rise in popularity as larger betting companies look to consolidate assets. Rather, the company is a data and technology company that leverages machine learning to provide sportsbooks with an added edge. It is not legal nationwide, therefore its total serviceable market is still developing.

Exchange-Traded Funds 189

Exchange-Traded Funds Legal Leveraging Assets 189

The Motley Fool

MARCH 13, 2024

Citing a weak dollar and the characteristics that make Bitcoin a superior asset, Saylor is paving the way for what he calls the "Bitcoin standard." Yet, with three years of data since elevating Bitcoin to legal tender, the results are proving advantageous for the small country. Now, don't get me wrong.

Legal 130

Legal Exchange-Traded Funds Leveraging Taxes 130

The Motley Fool

APRIL 2, 2025

With Englander's hedge fund having assets under management of nearly $75 billion, analyzing the billionaire's recent stock picks makes sense. Meta leverages this data to improve engagement on its platforms, attracting even more users. Here's why these three stocks seem like smart buys even for retail investors. With over 3.3

Hedge Funds 130

Hedge Funds Stakes Amortization Depreciation 130

Private Equity Insights

NOVEMBER 6, 2023

Rubicon will continue to pursue its dedicated investment strategy of partnering with founders and management teams to build market-leading enterprise software companies by leveraging its best-in-class value creation framework. Simpson Thacher & Bartlett LLP served as legal counsel to the Fund and Rubicon. Read more H.I.G

Best Practices 130

Best Practices Funds Private Equity Firms Private Equity Firms 130