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. Barclays has a premiere franchise in structured products and consumer banking, and we look forward to working with them in the coming years to grow the partnership.”

Debt 130

Debt Private Equity Firms Private Equity Firms Financial Institutions 130

The Motley Fool

MAY 6, 2024

Joining me on today's call are Alex Karp, chief executive officer; Shyam Sankar, chief technology officer; Dave Glazer, chief financial officer; and Ryan Taylor, chief revenue officer and chief legal officer. Ryan Taylor -- Chief Revenue Officer and Chief Legal Officer Yeah, absolutely. I'll now turn it over to Ryan to start the call.

Legal 246

Legal Leveraging Education Banks 246

Private Equity Insights

NOVEMBER 29, 2023

These tools enable organizations to leverage their core applications and offer flexibility for modernization, allowing them to run applications wherever they choose. Inclusive of expected synergies, the company expects the acquisition will be leverage neutral on a total leverage basis, but leveraging on a secured basis.

Capital 130

Capital Leveraging Debt Finance 130

Private Equity Insights

DECEMBER 14, 2023

BlueMatrix is the trusted investment research and publishing platform of choice for many of the world’s leading investment banks and research analysts. “We look forward to leveraging Thoma Bravo’s deep sector expertise to help drive continued growth and innovation.” Terms of the transaction were not disclosed.

Investing 130

Investing Legal Investment Banks Investment Banking 130

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.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Legal Investing 130

The Motley Fool

AUGUST 14, 2023

times leverage ratio (down from 2.7 The telecom giant's improving leverage ratio supports its excellent bond ratings (A-/BBB+/Baa1). That caused concerns that Verizon and its peers might have to spend money to remedy the problem and cover future legal liabilities. Verizon ended the second quarter with a 2.6

Leveraging 130

Leveraging Investment Banks Investment Banking Legal 130

This is going to be BIG.

OCTOBER 29, 2015

Generally, creating rules to protect individuals from nefarious business practices or to leverage things like taxes fairly and consistently is a good thing and I support it. Legality puts a spotlight in dark corners. I'm also allowed to empty my bank account and take it to Vegas, Foxwoods, Atlantic City, etc.

High Net Worth Individuals 136

High Net Worth Individuals Legal Taxes Startups 136

Private Equity Insights

DECEMBER 22, 2023

Union Square Advisors LLC and Latham & Watkins LLP also served as advisors to Carlyle, while Deutsche Bank and Willkie Farr & Gallagher LLP also served as advisors to Insight. Jefferies LLC served as exclusive financial advisor and Sidley Austin LLP served as legal advisor to Exiger.

Buyout 130

Buyout Consultants Consulting Legal 130

The Motley Fool

JUNE 4, 2024

Moreover, a select few equities such as Apple (NASDAQ: AAPL) , Bank of America (NYSE: BAC) , American Express (NYSE: AXP) , Chevron (NYSE: CVX) , Coca-Cola (NYSE: KO) , and Occidental Petroleum (NYSE: OXY) account for a staggering 76.6% Bank of America 12.3 of the conglomerate's stock investments. by 2025 (see table below).

Conglomerates 130

Conglomerates Banks Legal Assets 130

The Motley Fool

MAY 9, 2024

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. We have launched new products and are optimizing our go-to-market approaches to maximize the impact of our AI technologies married with our product strategy.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Legal Leveraging Capital 130

Private Equity Wire

MARCH 21, 2024

Since 2011, CUBE has partnered with banks, insurers, asset managers and other highly regulated enterprises to deliver cloud-based regulatory technology solutions to automate legal, compliance and risk functions. The strategic partnership will see Hg invest alongside CUBE’s Founder and CEO, Ben Richmond. In a press release.

Investing 80

Investing Legal Asset Management Leveraging 80

The Motley Fool

SEPTEMBER 9, 2024

When I was a young lawyer with my first office, I bartered for a year with a contractor who needed legal help. Happily, in this digital age, marketing does not have to break the bank. Gently used office furniture, computers, and other essentials can be found on Craigslist or Facebook Marketplace.

Legal 130

Legal Leveraging Accounting Banks 130

Private Equity Wire

AUGUST 22, 2023

Ogier adds partner in banking and finance team Submitted 22/08/2023 - 11:21am Tommy Tuohy has been promoted to partner in Ogier's banking and finance team in the Cayman Islands.

Banks 52

Banks Financing Finance Private Equity Firms 52

The Motley Fool

MAY 7, 2024

Thailand is already a major tourism destination with significant tourism infrastructure and a world-class service culture so we will continue to closely monitor advancement of the legalization process. Meanwhile, our leverage profile continues to improve as does our outlook on future free cash flow. Our best days lie ahead.

Banks 130

Banks Leveraging Capital Legal 130

The Motley Fool

FEBRUARY 22, 2024

Andrea brings over 30 years of experience in the legal industry across all segments, having led sales teams for over 20 years at LexisNexis and over seven years at Epic. based legal professionals indicated that we are now the most cited eDiscovery technology platform among all of our competitors. A third-party survey of over 1,000 U.S.-based

Legal 130

Legal Professional Services Banks Law Firms 130

The Big Picture

AUGUST 26, 2022

Doing this puts the probabilities more on their side, with the bonus that fewer regulatory headaches, legal liability, and compliance issues occur – they more or less go away if you manage this kind of model properly. Now if only the Sell-side would get religion about fiduciary standards, I would stop hating on them so much.

Asset Management 141

Asset Management Assets Legal Liabilities 141

The Motley Fool

AUGUST 3, 2023

In closing, our agreement with Marriott, ongoing investments into our operations and a fantastic sports entertainment backdrop in Las Vegas position us well to create operating leverage by growing our EBITDAR against our fixed rent escalators. Operator And our next question will come from Shaun Kelley with Bank of America.

Banks 245

Banks Capital Leveraging Shareholders 245

Private Equity Wire

FEBRUARY 5, 2024

At Shearman & Sterling, Hunter focused on leveraged finance, acquisition finance, restructuring transactions and subordinated financing with a particular emphasis on cross-border financings.

Law Firms 62

Law Firms Legal Leveraging Investment Banks 62

The Motley Fool

OCTOBER 15, 2024

We saw revenue growth and positive operating leverage for the firm and across all five businesses. We continue to have share gains in services and banking. Overall revenues grew by 3% ex-divestitures, with each of our core businesses delivering growth and positive operating leverage. Turning to the macro. with an RoTCE of 7%.

Banks 130

Banks Assets Leveraging Capital 130

The Motley Fool

MAY 8, 2024

We recorded charges totaling $288 million, including costs incurred to date, plus future remediation costs and legal contingencies. Before I open up for questions, I would like to remind folks, there are certain topics around legal matters and ongoing investigations that I cannot comment on at this time. Please go ahead. That's good.

Consulting 130

Consulting Consultants Legal Banks 130

The Motley Fool

AUGUST 9, 2023

Including but not limited to statements regarding our financial outlook and future performance, our use of capital expenditures, market opportunity, market position, product strategy, and growth opportunities and developments in the legal technology industry. All position as well to lead the legal industry and adoption of AI.

Legal 130

Legal Law Firms Banks Capital 130

The Motley Fool

MAY 15, 2024

Craig will be coming on board starting June 1st, and I'm looking forward to partnering with him as we look to continue to drive our business momentum, operational leverage, and shareholder value. He joins us from Lindblad Expeditions where he was CFO for approximately seven years. With that, let's turn to our revised 2024 outlook.

Leveraging 130

Leveraging Finance Financing Banks 130

Insight Partners

DECEMBER 17, 2024

They combine AI capabilities with deep functional knowledge to address high-volume use cases like Relevance for GTM, Harvey and Flank for Legal, and Sierra for customer service. Some sophisticated enterprises are taking a build approach leveraging the rich set of Agent tools.

Startups 115

Startups Leveraging Consulting Consultants 115

The Motley Fool

JULY 11, 2024

To counteract this challenge, we are adjusting and taking action to rightsize our business based on what we believe sales volumes will be in the near term while maintaining operating leverage to capture increased -- increases in sales and market share without significantly rescaling overhead. Our focus is clear.

Debt 130

Debt Legal Leveraging Capital 130

The Motley Fool

MARCH 18, 2024

The second one: to leverage the power of the combination of payments, banking, and software. The results we saw in our financial services segment in the fourth quarter reflect the success of this strategy around payments and banking. Our banking services also recorded impressive growth, with deposits reaching 6.1

Banks 130

Banks Taxes Financial Services Securities and Exchange Commission (SEC) 130

The Motley Fool

NOVEMBER 9, 2023

Including but not limited to statements regarding our financial outlook and future performance, our use of capital expenditures, market opportunity, market position, product strategy, and growth opportunities and developments in the legal technology industry. There's a lot of work to be done.

Legal 130

Legal Law Firms Banks Capital 130

The Motley Fool

APRIL 30, 2024

In the appendix on Slide 27, you will find information on our public water suppliers and combat arms legal settlements, including the pre-tax payment schedule by year and total combined pre-tax present value and after-tax estimates. We also completed the spinoff of Solventum and finalized two major legal settlements. One final comment.

Legal 130

Legal Leveraging Taxes Shareholders 130

The Motley Fool

APRIL 10, 2024

Turning to our outlook with strong first quarter performance and visibility into the strength of summer travel demand, we remain confident in our full-year guidance for earnings of $6 to $7 per share, free cash flow of $3 billion to $4 billion, and leverage of two and a half times. Our leverage ratio improved to 2.9 per share.

Legal 130

Legal Banks Debt Leveraging 130

The Motley Fool

NOVEMBER 8, 2024

Following my comments, Dave and Ryan will provide additional comments regarding our investment strategy, investment portfolio, financial results, capital structure and leverage, and our expectations for the fourth quarter, after which we'll be happy to take your questions. Net asset value, or NAV -- or NAV, increased by $0.77 per share or 2.6%

Capital 130

Capital Asset Management Due Diligence Assets 130

The Motley Fool

OCTOBER 31, 2024

While the overturning of the Chevron doctrum by the Supreme Court earlier this year certainly appears to pave the way for a victory on the legal front, post-election legislative efforts also remain as the reversal of the rule would stand to save the federal government $22 billion over 10 years according to the Congressional Budget Office.

Investors 130

Investors Capital Assets Legal 130

The Motley Fool

APRIL 28, 2024

ever followed a similar approach, that would mean the richest country on Earth was excluding itself and its citizens and businesses from legally supporting Bitcoin. Bitcoin is a direct competitor to central banks across the world. If the U.S. This could crush the crypto's price by alienating a massive pool of capital.

Exchange-Traded Funds 100

Exchange-Traded Funds Assets Legal Leveraging 100

The Motley Fool

MAY 7, 2024

Our linear channels are deeply embedded in our direct-to-consumer strategy, as they continue to deliver high-quality content that reaches demographics not captured on streaming alone, allowing us to broaden our audiences and leverage our unmatched content engine across an expansive base. And obviously, we've already added Hulu.

Securities and Exchange Commission (SEC) 243

Securities and Exchange Commission (SEC) Leveraging Investors Returns 243

Axial

MAY 4, 2023

Axial is excited to release its Q1 2023 Lower Middle Market Investment Banking League Tables. These league tables reveal the top 25 investment banks that were active on the Axial platform in Q1. In Q1, 740 sell-side investment banks and M&A advisors brought a total of 2,775 deals to market. million and $3.2

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

APRIL 12, 2024

These results included a $725 million increase to the special assessment resulting from the FDIC's updated estimate of expected losses from the closures of Silicon Valley Bank and Signature Bank. billion or 12% driven by higher firmwide asset management and Investment Banking fees as well as lower net investment securities losses.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Capital Investment Banking 130

The Motley Fool

AUGUST 9, 2023

We have since determined that how we account for the three long-term care insurance, or LTC, legal settlements under LDTI should be changed. As previously disclosed, the legal settlements are expected to have a net favorable impact to Genworth because of the significant reduction in tail risk. life insurance businesses.

Legal 100

Legal Liabilities Taxes Accounting 100

The Motley Fool

APRIL 25, 2024

In our Consumer Banking segment, the allowance increased by $46 million, resulting in a seven-basis-point increase to the coverage ratio. And finally, our Commercial Banking allowance decreased by $7 million, primarily driven by portfolio contraction. Slide 12 shows first quarter results for our Consumer Banking business.

Capital 130

Capital Taxes Banks Mergers and Acquisitions 130

The Motley Fool

OCTOBER 13, 2023

And between our high-quality asset portfolio, our strong reserve levels are ample liquidity and our diversified earnings base, we are proving to our clients that we are truly a bank for all seasons. Banking had a good quarter with revenues up 17% with activity playing to our mix. Personal Banking was also up double digits at 13%.

Banks 130

Banks Capital Assets Accounting 130