The Motley Fool

JANUARY 5, 2024

Given the unique deal structures that Hercules employs , obtaining warrants than can convert into equity, the company is well positioned to enjoy some nice returns in the event of an acquisition or initial public offering (IPO) from one of its portfolio companies. Image source: Getty Images. Horizon Technology Finance: 9.9%

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

The Motley Fool

MARCH 6, 2024

Hercules is different from a typical bank as it tends to offer more flexible financing options. So while Hercules may be assuming more risk than a bank would typically underwrite , the company attaches high coupon rates onto its term loans and also usually negotiates for warrants as part of the deal structure.

Leveraged Buyouts 246

Leveraged Buyouts Initial Public Offering Shareholders Exchange-Traded Funds 246

The Motley Fool

JUNE 27, 2024

This lets Hercules benefit from some of the upside of a liquidity event for one of its portfolio companies, such as an initial public offering or a sale. There are many companies in need of capital or advisory services, but they are not big enough or deemed suitable by investment banks.

Leveraged Buyouts 130

Leveraged Buyouts Initial Public Offering Buyout Venture Capital 130

The Motley Fool

FEBRUARY 27, 2024

Unlike a traditional bank that may pass on a start-up due to its risk profile, Hercules specializes in term loans and other debt structures for venture-backed companies. However, the catch is that this debt typically carries a much higher interest rate than a loan from a bank. This is where Hercules can add value.

Leveraged Buyouts 130

Leveraged Buyouts Due Diligence Initial Public Offering Exchange-Traded Funds 130

Private Equity Wire

OCTOBER 22, 2024

Dee Kuchukulla (New York) guides leading private equity sponsors and their portfolio companies on an array of complex transactions, from leveraged buyouts and sales to carve-outs, cross-border deals, joint ventures, and take-privates across industries. She brings a deep understanding of technology and consumer brands.

Mergers and Acquisitions 75

Mergers and Acquisitions Leveraged Buyouts Private Equity Firms Private Equity Firms 75

Pension Pulse

JULY 11, 2024

When buyout groups do look to sell, PIKs, NAV loans and other kinds of excess baggage are creating obstacles. At the same time regulators are becoming ever more fearful about what’s being hidden from view, and the threat of contagion from any private-markets meltdown to the banking system and real-economy jobs.

Buyout 59

Buyout Debt Leveraging Pension Funds 59