Hedgestone

JULY 10, 2023

Conducting Due Diligence Due diligence is the process of investigating a business before making a purchase. It’s important to conduct thorough due diligence to ensure that the business you’re interested in is a good investment.

Due Diligence 40

Due Diligence Financing Finance Consulting 40

The Motley Fool

FEBRUARY 28, 2024

In just three months, DLA Piper applied C3 Generative AI to reduce the time it takes to create over 200-point due diligence analyses of limited partner agreements, and it reduced the effort by 80%. DLA Piper is using generative AI to significantly reduce the labor associated with limited partner agreement due diligence.

Liabilities 130

Liabilities Due Diligence Professional Services Legal 130

The Motley Fool

APRIL 26, 2024

Their wealth, deposit, and lending businesses are all very additive to our own and will help us solidify our position as the leading independent bank in the Greater Boston area. Our partnership with Cambridge Trust also advances our goal to be Greater Boston's premier local community bank. Sure, Mark.

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Assets 130

The Motley Fool

JANUARY 25, 2024

So early adopters, they need a lengthy due diligence process. For example, before winning SuperVision on Porsche, we underwent thousands of miles of public road rides in Europe and in the US with a due diligence that took almost a year. Operator Our next question comes from Emmanuel Rosner from Deutsche Bank.

Due Diligence 130

Due Diligence Banks Amortization Leveraging 130

The Motley Fool

NOVEMBER 7, 2024

Barrick's holistic approach to our business encompasses managing the many mine closure liabilities we have accumulated along the way. We are methodically moving to nonoperating tailings storage facilities, with the largest liabilities to safe closure. And that's also key to reducing our liabilities while we mine.

Mergers and Acquisitions 130

Mergers and Acquisitions Liabilities Assets Capital 130

The Motley Fool

MAY 3, 2024

Upon finalization of a construction contract and completion of due diligence items, the mortgage will be converted to a triple net lease with funding capped at $38 billion. Operator instructions] Our first question comes from Joshua Dennerlein of Bank of America. Joshua Dennerlein -- Bank of America Merrill Lynch -- Analyst Yes.

Capital 130

Capital Banks Education Debt 130

The Motley Fool

NOVEMBER 3, 2023

At this point, Omega is in discussions with a potential new tenant with the goal of a year-end close, subject to the normal due diligence, satisfactory documentation, and regulatory approvals. Our next question comes from the line of Tayo Okusanya with Deutsche Bank. Tayo Okusanya -- Deutsche Bank -- Analyst Hi.

Investors 130

Investors Securities and Exchange Commission (SEC) Assets Debt 130

Hedgestone

JUNE 4, 2023

When selling a business without a broker, you’ll need to take on many of the responsibilities that a broker would typically handle, such as marketing your business, conducting due diligence, and negotiating with potential buyers. You’ll also need to have a solid understanding of the legal and financial aspects of the sale.

Due Diligence 52

Due Diligence Mergers and Acquisitions Legal Consulting 52

The Motley Fool

AUGUST 3, 2023

It is the contract, still subject to some final due diligence. term bank debt is around seven private end market, while stable is not overly receptive to outgrow issuers at this time and the convertible debt market, which has seen a recent tick in activity remains opaque in terms of an option for us. The line currently is 6.9%

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

FEBRUARY 1, 2024

In our pipeline, we also have another approximately 28,000 lots where due diligence is still ongoing. While that's still true, we wanted to clarify that we're not opposed to land banking. We still have very deep land banking relationships that we continue to cultivate and we'll activate them as needed. And then -- sorry.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Finance Financing 130

The Motley Fool

NOVEMBER 8, 2024

Since then, StatGPT was presented in numerous global SDMX events, where SDMX is a set of technical standards established by European Central Bank, Eurostar, IMF, United Nations Statistical Division, World Bank, and other government and semi-government agencies. This month, we delivered the next version of StatGPT 2.0, It's good to see.

Taxes 130

Taxes Financial Services Consulting Consultants 130

The Motley Fool

NOVEMBER 8, 2024

Operator And your next question comes from the line of Andrew Obin with Bank of America. We do certainly have a disciplined and rigorous filtering process, and we've moved a number of those through to due diligence phase. And so, you know, we see that certainly as a significant benefit. Your line is open. Good morning.

Capital 130

Capital Due Diligence Legal Bidding 130

The Motley Fool

JULY 25, 2024

If you go back and look at our slides or read the transcript, you'll see we pointed to financial pressure on originators and regulatory capital considerations for banks as the drivers of this dislocation, and we even shared with you our proprietary forecast for the bulk MSR market. trillion in mortgages and 6.6 million customers.

Leveraging 130

Leveraging Capital Assets Amortization 130

The Motley Fool

JULY 25, 2023

Operator Our next question will come from Julien Dumoulin-Smith with Bank of America. Julien Dumoulin-Smith -- Bank of America Merrill Lynch -- Analyst Hey. Julien Dumoulin-Smith -- Bank of America Merrill Lynch -- Analyst Right. Julien Dumoulin-Smith -- Bank of America Merrill Lynch -- Analyst Yes. You may now go ahead.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Assets Capital 100

The Motley Fool

JULY 25, 2023

Operator Our next question will come from Julien Dumoulin-Smith with Bank of America. Julien Dumoulin-Smith -- Bank of America Merrill Lynch -- Analyst Hey. Julien Dumoulin-Smith -- Bank of America Merrill Lynch -- Analyst Right. Julien Dumoulin-Smith -- Bank of America Merrill Lynch -- Analyst Yes. You may now go ahead.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Assets Capital 100

The Motley Fool

AUGUST 21, 2023

You know, there are still, I would say, lengthened sales cycles out there and customers really making sure that they take advantage of doing their full due diligence. David Connell Our next question comes from Michael Funk with Bank of America. Michael Funk -- Bank of America Merrill Lynch -- Analyst Yeah. Appreciate it.

Leveraging 130

Leveraging Banks Taxes Due Diligence 130

The Motley Fool

AUGUST 1, 2023

As of June 30, 2023, cash, cash equivalents, bank deposits, restricted cash, restricted bank deposits, and investments were $1.5 Operator We'll take our next question from Corinne Blanchard with Deutsche Bank. Corinne Blanchard -- Deutsche Bank -- Analyst Hey, good afternoon, and thank you for taking my question.

Banks 100

Banks Leveraging Capital Due Diligence 100

The Motley Fool

AUGUST 31, 2023

Our past experience has confirmed that our market research and due diligence identifies locations where stores will be successful for the long term. Operator Our next question comes from the line of Robbie Ohmes with Bank of America. Alex Perry -- Bank of America Merrill Lynch -- Analyst Hi, this is Alex Perry on for Robbie.

Leveraging 130

Leveraging Banks Capital Due Diligence 130

The Big Picture

DECEMBER 5, 2023

And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. There was no m and a departments in any investment bank really until the very late seventies. And I was fortunate to be accepted to both.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Motley Fool

AUGUST 29, 2023

banking industry has largely stabilized, with the liquidity crisis behind us. Essentially, banks have caught their breath and most have refocused on their long-term strategy, which includes optimizing their technology infrastructure and providing a superior customer experience. based global bank. Stretching to the U.S.

Banks 246

Banks Financial Institutions Accounting Mergers and Acquisitions 246

The Motley Fool

FEBRUARY 7, 2024

In January, we closed a $24 million five-year bank loan refinance of the existing $23 million loan on Chandler Boulevard Shops. Operator instructions] The first question comes from Jeffrey Spector with Bank of America Securities. Jeff Spector -- Bank of America Merrill Lynch -- Analyst Great. Your line is open. Thanks, Scott.

Debt 130

Debt Assets Capital Banks 130

The Motley Fool

NOVEMBER 7, 2024

In my past life, I've been involved in a fair bit of M&A, and it's really important that, we have a thorough due diligence. So if we choose to proceed, we're only going to do that subject to a full and thorough due diligence, and a fully informed board. Mike Parkin -- National Bank Financial -- Analyst Hi, guys.

Assets 130

Assets Banks Due Diligence Leveraging 130

The Motley Fool

DECEMBER 6, 2023

They were confident -- they did their due diligence. Operator Your next question comes from the line of Brad Sills from Bank of America. Brad Sills -- Bank of America Merrill Lynch -- Analyst Oh, great. Brad Sills -- Bank of America Merrill Lynch -- Analyst Wonderful. Please go ahead. Thank you so much.

Banks 130

Banks Companies Consulting Consultants 130

Pension Pulse

JUNE 12, 2024

At the top of the house in terms of research, knowing that I will have a complex portfolio of liabilities and also from the study of talking to 18 peers, not a lot of that group did asset liability work or risk analysis,” she said. “We That means having in-house portfolio construction, investment risk, asset-liability.

Liabilities 59

Liabilities Assets Leveraging Due Diligence 59

Pension Pulse

SEPTEMBER 28, 2023

Under the SIA, Costa will be subject to customary exclusivity obligations, including no shop, no talk and no due diligence obligations (the latter two subject to a customary fiduciary exception), notification obligations and a matching right. million, lease liabilities of $582.9 A break fee of $14.9 or LinkedIn.

Shareholders 52

Shareholders Finance Financing Banks 52

The Motley Fool

JANUARY 30, 2025

Global Financial and Professional liability rates were down 6%, while cyber decreased 7%. We'll see from here, obviously, inflation has remained stickier than most central banks would like, certainly here in the United States. Global Casualty rates increased 4% with U.S. excess casualty up approximately 15% in the quarter.

Companies 130

Companies Consulting Consultants Taxes 130

The Motley Fool

AUGUST 3, 2023

These candidates are moving through our approval process very quickly, and we have over 50 other candidates that are in various stages of our due diligence pipeline. million of cash and cash equivalents in our bank. As mentioned, we generated $24.7 million in adjusted EBITDA. Our cash flow was $64.6

Due Diligence 189

Due Diligence Legal Debt Education 189

The Motley Fool

MAY 1, 2024

Questions & Answers: Operator [Operator instructions] Your first question comes from the line of Matt Niknam from Deutsche Bank. Matt Niknam -- Deutsche Bank -- Analyst Hey, guys. Matt Niknam -- Deutsche Bank -- Analyst Appreciate it. Operator Your next question comes from the line of David Barden from Bank of America.

Assets 130

Assets Leveraging Capital Debt 130

Pension Pulse

SEPTEMBER 6, 2023

But in a partial victory for fund groups which opposed the rules, the Securities and Exchange Commission did not proceed with proposals that would have expanded funds' legal liability and outright banned arrangements that allow some investors special terms. And I have subsequently worked for a Swiss private bank!)

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consulting Consultants 59

The Motley Fool

OCTOBER 31, 2023

We go next now to Corinne Blanchard at Deutsche Bank. Corinne Blanchard -- Deutsche Bank -- Analyst Hey, good afternoon, thank you for taking my question. Corinne Blanchard -- Deutsche Bank -- Analyst Thank you. Corinne Blanchard -- Deutsche Bank -- Analyst Yes. Operator We go next now to Steve Burns at Bank of America.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Banks Capital Assets 100

The Motley Fool

SEPTEMBER 8, 2023

JPMorgan, one of the world's largest banks , recently notified the U.S. Virgin Islands is seeking damages from the bank for allegedly continuing to do business with Epstein despite repeated red flags and his guilty plea in 2008. The news came from a hearing in which the U.S. It's important to note that the U.S.

Due Diligence 246

Due Diligence Banks Financial Institutions Liabilities 246

The Big Picture

FEBRUARY 28, 2023

I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. Tell us a little bit about the corporate culture which is decidedly different than the typical Wall Street bank. I just signed a whole bunch of bank docs through DocuSign on my laptop.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

AUGUST 1, 2023

Operator Question is from Geoff Meacham with Bank of America. Geoff Meacham -- Bank of America Merrill Lynch -- Analyst Hey, guys. Geoff Meacham -- Bank of America Merrill Lynch -- Analyst Thank you. We've done some due diligence in the chemo-related peripheral neuropathy is a huge unmet need. Please go ahead.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Banks Education Due Diligence 100

The Motley Fool

FEBRUARY 7, 2024

Competitive development pipelines are at record lows, and we believe our resilient portfolio, ongoing Highwoodtizing efforts, strong balance sheet, and sizable land bank will enable us to capitalize on opportunities in our markets as they arise. Operator Our next question comes from Camille Bonnel from Bank of America. Thanks, guys.

Assets 130

Assets Debt Prospects Banks 130

The Motley Fool

AUGUST 10, 2023

With some growth capital, which will be fully funded from a committed bank facility, this one 1.6 And just to follow up on Bevo, I know you didn't own the business, but -- but I would have to imagine your due diligence would have given you a sense of what its year-ago revenues would have been. And now Aurora Sun.

Capital 130

Capital Due Diligence Debt Shareholders 130

The Motley Fool

JANUARY 30, 2025

We recently won a multimillion-unit RAM data harvesting and cloud-enhanced driving assist program from a very key customer in parallel with continued due diligence for supervision. Our next question from the line of Edison Yu with Deutsche Bank. Edison Yu -- Deutsche Bank -- Analyst Hi. Operator Thank you.

Due Diligence 130

Due Diligence Capital Banks Accounting 130