The Motley Fool

FEBRUARY 27, 2024

We continue to experience healthy deal flow, which helped offset the margin impact of our system integration, which we estimate was approximately 130 basis points in the quarter. The next question we have comes from Krisztina Katai of Deutsche Bank. Krisztina Katai -- Deutsche Bank -- Analyst Hi, good afternoon.

Banks 130

Banks Capital Finance Financing 130

The Motley Fool

AUGUST 4, 2023

NAV is defined as total assets minus total liabilities and is reported on a per share basis. Do you expect that cadence to accelerate, if the deal -- flow deal market opens up? A lot of the BDC peers talk about their corporate structure, the parent, the related companies that give them very good deal flow.

Capital 147

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

The Motley Fool

OCTOBER 17, 2024

We've also established contractual relationships and forward flow agreements with banks and other originators across a wide range of areas, including credit card receivables, home improvement, fund finance and equipment finance. On the bank partnership front, what I would say is we tend to have a bias for do-it-yourself.

Debt 130

Debt Management Fees Capital Assets 130

The Motley Fool

FEBRUARY 29, 2024

based bank chose Elastic as a desired SIM platform to replace their legacy vendor. They also chose Elastic for our innovative storage-tearing searchable snapshots capability, which allows the bank to retain important security logs for longer regulatory retention periods at dramatically reduced storage cost. As an example, a top U.S.-based

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Deal Flow Professional Services 130

The Motley Fool

AUGUST 8, 2023

Our buyers are doing a fantastic job partnering with suppliers, and we are seeing healthy deal flow across categories. Next question comes from the line of Robby Ohmes with Bank of America. Robby Ohmes -- Bank of America Merrill Lynch -- Analyst Hey, good evening, guys. Krisztina Katai -- Deutsche Bank -- Analyst Hi.

Deal Flow 100

Deal Flow Banks Education Debt 100

The Motley Fool

FEBRUARY 9, 2024

We intend to launch a strategy focused on triple net lease in Europe, driven by deal flow we already see today. Marc and the team have done a terrific job here, but one thing that stands out to me is their ability to source transactions and just the absolute level of deal flow. It was a big private bank.

Capital 130

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

The Motley Fool

FEBRUARY 15, 2024

We also expanded Zelman's investment banking capabilities into the commercial market in 2023. And in the fourth quarter, the investment banking team closed three transactions, albeit all in the single-family sector, that boosted revenues and expanded the W&D brand significantly.

Debt 100

Debt Finance Financing Capital 100

The Motley Fool

MAY 9, 2024

Our first question comes from the line of Benjamin Black of Deutsche Bank. Benjamin Black -- Deutsche Bank -- Analyst Hey, good morning. Benjamin Black -- Deutsche Bank -- Analyst Very helpful. So, it's really -- it's basically about the deal flow if you really put it in business terms. I have two.

Bidding 130

Bidding Capital Banks Legal 130

The Motley Fool

APRIL 24, 2024

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%. Simultaneously, we have ramped up our efforts and leveraged our tenant relationships, exemplifying how we create proprietary deal flow and accretive off-market opportunities.

Debt 130

Debt Capital Leveraging Finance 130

The Motley Fool

JULY 24, 2024

Our team's efforts continue to produce unique and proprietary deal flow, and we continue to identify attractive investment opportunities across all three external growth platforms. billion with strong support from our key banking partners. Operator Your next question comes from Joshua Dennerlein with Bank of America.

Debt 130

Debt Capital Assets Asset Management 130

The Motley Fool

DECEMBER 5, 2023

This will also help public and corporate leaders to better assess cyber risks and liabilities, so they can develop effective strategies and mitigate potential impacts. Our next question comes from the line of Tal Liani with Bank of America. Tal Liani -- Bank of America Merrill Lynch -- Analyst Hi, guys. Operator Thank you.

Mergers and Acquisitions 130

Mergers and Acquisitions Liabilities Banks Capital 130

The Motley Fool

JULY 26, 2023

The first question comes from the line of Camille Bonnel with Bank of America. Camille Bonnel -- Bank of America Merrill Lynch -- Analyst Hello. Camille Bonnel -- Bank of America Merrill Lynch -- Analyst OK. Camille Bonnel -- Bank of America Merrill Lynch -- Analyst Thank you for the color. You may proceed.

Prospects 130

Prospects Debt Law Firms Banks 130

The Motley Fool

OCTOBER 11, 2024

We believe the continued path of central bank normalization will support sustained inflows across bond funds, ETFs, and institutional accounts. BlackRock's historically delivered outsized organic growth in periods of investor rerisking, around election cycles, and changes in central bank policy. Finally, fixed income.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

MAY 30, 2024

We will be participating in the Bank of America Global Technology Conference and the Baird Global Consumer Technology and Services Conference during the week of June 3rd, and the Mizuho Technology Conference and the Rosenblatt Technology Summit during the week of June 10th.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) High Net Worth Individuals Leveraging Banks 130

The Motley Fool

AUGUST 2, 2023

Since inception in 2013, when the company was formed by Fortress to take advantage of price dislocations created by higher capital requirements at the banks, we have executed on that plan. Capital requirements in the banking system are headed higher. As we look forward, deal flow is significant. Please go ahead.

Capital 100

Capital Asset Management Assets Shareholders 100

The Motley Fool

MAY 3, 2024

We don't really toggle a dollar amount to that number of deals, but it's substantial. And quite frankly, there's just a lot of deals flowing in at the moment so I would say very active. Operator Our next question is from the line of Tayo Okusanya with Deutsche Bank. That's senior housing. That's U.S. That's U.K.

Investors 130

Investors Assets Capital Portfolios 130

The Motley Fool

NOVEMBER 7, 2023

Healthy deal flow and a favorable buying environment drove margin expansion and more than offset inventory inefficiencies related to our system transition, which we estimate to have impacted gross margin by approximately 50 basis points. Operator [Operator instructions] Our next question comes from Robbie Ohmes with Bank of America.

Banks 100

Banks Debt Leveraging Capital 100

The Motley Fool

JULY 27, 2023

We began to see some signs of stabilizing interest rates among central banks. This strength is offset somewhat by a softer environment for bank loans and structured finance. We continue to expect inflation above the target rates of central banks and energy prices like crude oil to remain above historical averages as well.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Banks Debt Capital 100

The Motley Fool

SEPTEMBER 4, 2024

Our partner network continues to generate opportunities and open new deal flow. I mean, you could pretty much take to the bank for each of the last 15 quarters. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. We've been pretty spot on with that.

Professional Services 130

Professional Services Enterprise Values Assets Leveraging 130

The Motley Fool

OCTOBER 31, 2024

As you've read in our shareholder letter, FY '25 is off to a good start, with fresh off our Team '24 Europe event in Barcelona, where we heard our customers like Vodafone, Lloyds Banking Group and Mercedes-Benz are leveraging our products in powerful ways to drive team productivity and deliver superior service.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Conglomerates Investors 130

The Motley Fool

OCTOBER 23, 2024

Our team's continued efforts to create value and identify these opportunities combined with our improved cost of capital have opened up a larger opportunity set and resulted in accelerated deal flow. Next question comes from Joshua Dennerlein at Bank of America. RJ Milligan -- Analyst Appreciate it. Thanks, guys. Hey everyone.

Capital 130

Capital Debt Leveraging Assets 130

The Motley Fool

NOVEMBER 5, 2024

Deal flow is very strong, and we believe that we are still the best partner in the industry. The first question is from Krisztina Katai from Deutsche Bank. Operator The next question is from Robby Ohmes from Bank of America. The closeout buying environment remains very healthy. Please limit yourself to one question only.

Taxes 130

Taxes Accounting Consulting Consultants 130

The Motley Fool

AUGUST 6, 2024

Our first question comes from Krisztina Katai with Deutsche Bank. Operator Our next question comes from Robbie Ohmes with Bank of America. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. At this time, we'll be conducting a question-and-answer session.

Accounting 130

Accounting Returns Leveraging Taxes 130

The Motley Fool

NOVEMBER 30, 2023

To add more context around overall deal flow, EMEA grew fastest during the quarter, followed by APJ and the Americas. Operator The next question is from Koji Ikeda with Bank of America Securities. Koji Ikeda -- Bank of America Merrill Lynch -- Analyst Hey, guys, thanks for taking the question. Thank you so much.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Capital Professional Services 130

The Motley Fool

FEBRUARY 8, 2024

One example of how Dynatrace is helping innovation was from TD Bank. Lloyds Banking Group shared their story of optimizing cost. Lloyds Banking Group shared their story of optimizing cost. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Taxes 100

Taxes Leveraging Capital Banks 100

The Motley Fool

FEBRUARY 5, 2024

Varonis is in a unique position to capitalize on this as we help organizations protect their data like a bank watches its money. Banks spot financial crime by analyzing financial transactions. Maybe for Yaki, just in terms of -- I know the 25% to 30% uplift on deals on conversion. The Motley Fool has a disclosure policy.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Capital Companies 130

The Motley Fool

NOVEMBER 6, 2024

Dan's banking experience and two CFO roles will bring valued perspective to Macerich as we continue to execute on our Path Forward strategy. Operator instructions] And our first question will come from Jeffrey Spector with Bank of America Securities. reduction to our fourth quarter earnings. Regarding holiday. range versus last year.

Debt 130

Debt Assets Portfolios Leveraging 130

The Motley Fool

NOVEMBER 21, 2024

Prior to joining Elastic, Eric spent nearly 10 years at JPMorgan in various investment banking leadership roles. To add more context around deal flow during the quarter, we had solid sales execution with improving performance compared to the prior quarter. Operator The next question comes from Koji Ikeda with Bank of America.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Professional Services Finance 130

The Motley Fool

AUGUST 29, 2024

To add more context around deal flow during the quarter, we did not close deals to the extent we expected. Operator Our next question comes from Koji Ikeda with Bank of America. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Makes sense.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Accounting Leveraging Professional Services 130

The Motley Fool

APRIL 18, 2024

The firm itself could not be in a stronger position with minimal net debt and no insurance liabilities, allowing us to distribute $4.7 We'll go next to Craig Siegenthaler with Bank of America. Craig Siegenthaler -- Bank of America Merrill Lynch -- Analyst Good morning, everyone. So that's another way to dimension it.

Assets 130

Assets Debt Banks Capital 130

The Big Picture

JULY 2, 2024

So in the early years we only had 10 million of assets, but we had billions of dollars of deal flow. So some people want liquidity, they’re gonna do accounts receivable if a big endowment or foundation is less concerned about regular demands on capital or future liabilities. 00:35:50 [Speaker Changed] Huh. Fair statement.

Legal 59

Legal Hedge Funds Finance Financing 59

The Motley Fool

FEBRUARY 15, 2024

Operator Our next question is from Jason Haas with Bank of America. Jason Haas -- Bank of America Merrill Lynch -- Analyst Hey, good morning, and thank you for taking my questions. Jason Haas -- Bank of America Merrill Lynch -- Analyst Got it. Jason Haas -- Bank of America Merrill Lynch -- Analyst Got it. That's great.

Leveraging 130

Leveraging Taxes Capital Banks 130

The Big Picture

JUNE 13, 2023

You went to school in Paris, but you began your career in London at Merrill and Deutsche Bank. So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs. We were 28, 30 respectively.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

SEPTEMBER 26, 2023

And then very soon after, you know, bear Stearns fails, Lehman Brothers fails, the cracks were massive and there were so much for selling from the trading desks at the banks. Panossian ] 00:08:19 The liabilities, obviously the hedge funds had redemptions. That had mismatched assets.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

Pension Pulse

MAY 14, 2024

There’s a lot of extending and pretending, as well as ‘liability management exercises,’ which means that pain is being pushed out, and recovery levels are going to be much lower than expected,” Zwirn said. As deal flow increases, “we’ll get to a more natural balance and you won’t have lenders having to do silly things,” he said.

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

Pension Pulse

APRIL 25, 2024

As deal flow increases, “we’ll get to a more natural balance and you won’t have lenders having to do silly things,” he said. One thing to keep in mind is the move to private credit is actually a great thing for the capital markets because it matches the assets with a more suitable liability. Goldman Sachs Group Inc.,

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

Pension Pulse

AUGUST 15, 2023

The pension fund added exposure to longer-dated bonds and to the front end of the curve, where yields are “quite high” due to central banks’ tighter policy. We’re seeing institutions like ourselves come into the credit market at a time where perhaps there’s a bit of retrenchment in lending, particularly from banks,” Hindo said.

Pension Funds 52

Pension Funds Assets Liabilities Stakes 52