Private Equity Wire

NOVEMBER 1, 2024

HCI Equity Partners (HCI), a lower middle market private equity firm that focuses on partnering with founder-owned service, distribution, and manufacturing companies, has promoted Nate Novak to Managing Director and Michael Allen to Vice President. Previously, he worked at Robert W Baird in both investment banking and equity research.

Private Equity Firms 94

Private Equity Firms Private Equity Firms Deal Origination Best Practices 94

Vistra

JUNE 4, 2024

International expansion presents tech companies with opportunities, but it comes with a host of compliance challenges and risks. Date and time: Tuesday, June 18, 20242:00 PM British Summer Time1 hour Register now Join experts from Vistra, Pinsent Masons, Tech London Advocates, and an.

Best Practices 52

Best Practices Companies 52

The Motley Fool

AUGUST 1, 2024

Rocket Companies (NYSE: RKT) Q2 2024 Earnings Call Aug 01, 2024 , 4:30 p.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Thank you for standing by, and welcome to the Rocket Companies second quarter 2024 earnings conference call. Should you invest $1,000 in Rocket Companies right now?

Companies 130

Companies Leveraging Assets Capital 130

The Motley Fool

MAY 17, 2024

The best way to spiff up a credit report is to pay bills on time and follow other credit score best practices, like using no more than 30% of your total credit limits at any time. JPMorgan Chase is an advertising partner of The Ascent, a Motley Fool company. Issuers check these reports when determining limits.

Best Practices 244

Best Practices Debt Financial Services Stakes 244

The Motley Fool

JULY 17, 2023

in trading on Monday after a series of articles in The Wall Street Journa l highlighted the lead in cable sheathing that telecom companies used decades ago. Some analysts downgraded the stock, but the market sold before we got any details from the company. What happened Shares of U.S. telecom giant Verizon (NYSE: VZ) fell 7.5%

Liabilities 189

Liabilities Best Practices Assets Shareholders 189

Private Equity Insights

AUGUST 9, 2023

Upon closing the transaction, Fiesta will operate as a privately held company and Pollo Tropical will remain based in Miami, FL. The definitive merger agreement also includes a 30-day “go shop” period that will allow the Company to affirmatively solicit alternative proposals from interested parties. Fiesta Restaurant Group, Inc.

Portfolios 237

Portfolios Legal Private Equity Firms Private Equity Firms 237

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. ” Rubicon was advised by PJT Park Hill as placement agent.

Best Practices 130

Best Practices Funds Private Equity Firms Private Equity Firms 130

Insight Partners

JUNE 15, 2023

Healthy growth for a SaaS company begins and culminates with an effective go-to-market strategy, as predictability and repeatability form the foundation of scalable success. How to use this periodic table Immerse yourself in this interactive periodic table of metrics: Select the ARR segment that best fits your business.

Best Practices 121

Best Practices Portfolios Companies Investing 121

Private Equity Insights

OCTOBER 25, 2023

With over 8,000 employees nationwide, Apex focuses on empowering its people to build a strong network of industry leaders who can share resources, best practices and expertise in order to deliver unparalleled service to customers.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Investors Best Practices 130

Private Equity Professional

OCTOBER 9, 2024

Operational transformations or operating models that focus on identifying and implementing best practices consistently, where appropriate, bridge the gap between financial and clinical expertise. For more information, visit www.carpedia.com. © 2024 Private Equity Professional | October 9, 2024

Private Equity Firms 147

Private Equity Firms Private Equity Firms Consulting Consultants 147

Private Equity Insights

OCTOBER 11, 2023

Additionally, Ares and Vinci will collaborate on new investment opportunities in Latin America that could be suitable for the companies’ respective investment strategies. Consummation of the Investment and the formation of the Strategic Partnership is subject to the satisfaction of customary closing conditions.

Best Practices 130

Best Practices Initial Public Offering Legal Investing 130

Private Equity Professional

JULY 30, 2024

PDTS was the first franchisee of Precision Door Service , a Florida-headquartered provider of garage door repair, maintenance, and installation services that was acquired in 2020 by Neighborly , a portfolio company of Harvest Partners. “We are thrilled to have found the optimal partner for the company and management in Monogram.”

Best Practices 130

Best Practices Capital Debt Finance 130

Private Equity Insights

DECEMBER 4, 2023

Its industry-leading Web Application Firewall (WAF) prevents attacks by analyzing web traffic to applications and its Data Security platform helps enhance the visibility of a company’s data to prevent breaches and avoid compliance issues. The firm has offices in Chicago , London , Miami , New York and San Francisco.

Initial Public Offering 147

Initial Public Offering Enterprise Values Best Practices Legal 147

Private Equity Insights

DECEMBER 11, 2023

Additionally, the company plans to invest in technology and best practices to enhance operational standards and customer service. Emergent Cold LatAm will use the capital to further grow its regional cold storage network via business acquisitions, greenfield projects and facility expansions.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Best Practices Bidding 130

Private Equity Insights

AUGUST 17, 2023

Chennai-based Dr Agarwal’s Health Care Ltd has secured $80m in funding from its existing investors, global alternative asset company TPG Growth and the Singapore government’s private equity firm, Temasek. The company intends to use the funds to expand its current network of more than 150 hospitals to over 300 within the next three years.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Pension Funds Best Practices 130

Mainsail

FEBRUARY 5, 2025

Austin, Texas February 5, 2025 Mainsail Partners, a growth equity firm investing in bootstrapped B2B software companies to help them realize their full potential, today announced eight internal promotions across its Investment, Operations, and Finance Teams.

Best Practices 52

Best Practices Finance Financing Banks 52

Private Equity Wire

APRIL 23, 2024

Prior to joining IG, Zweier was Finance Director at private equity firm The Riverside Company, where she oversaw analysis of financial performance, implemented best practices across reporting and forecasting processes and applied analytics and data-based insights to promote revenue growth and EBITDA expansion.

Private Equity Firms 96

Private Equity Firms Private Equity Firms Buyout Best Practices 96

Mainsail

NOVEMBER 4, 2024

This strategic move strengthens Teamfront’s commitment to providing innovative software solutions to the field services industry and underscores its dedication to empowering founder-owned software companies with the tools and best practices they need to succeed in their unique domains. Learn more at www.floorzap.com.

Companies 52

Companies Portfolios Best Practices 52

Private Equity Wire

SEPTEMBER 6, 2024

Kain Capital, a private equity firm focused on the technology enablement of healthcare services companies, has formed a new subsidiary, Kain Analytics, to advance tech, data and workflow automation for companies in the healthcare ecosystem.

Capital 98

Capital Private Equity Firms Private Equity Firms Best Practices 98

Private Equity Insights

AUGUST 14, 2023

The fund received support from several institutional investors, including new and existing limited partners comprised of endowments, insurance companies, prominent asset managers, and others. Access now manages more than $2.7bn in assets. Investors in Access Holdings Fund I L.P.

Hedge Funds 130

Hedge Funds Buyout Best Practices Investing 130

Private Equity Professional

AUGUST 1, 2024

NativeSeed Group , a portfolio company of Heartwood Partners , has acquired Arrow Seed , a producer and supplier of conservation and farm seeds. We also see a tremendous fit with our Star Seed operation in nearby Osborne, Kansas, by sharing resources and best practices in procurement and customer service.

Best Practices 130

Best Practices Capital Funds Portfolios 130

Private Equity Wire

DECEMBER 7, 2023

The report revealed four archetypes representing the various states of ESG maturity across European PE funds, ranging from basic to best practice. To truly wield ESG as a competitive advantage, firms will need to adopt ESG best practices ahead of their peers and adapt to changing expectations.

Portfolios 98

Portfolios Private Equity Firms Private Equity Firms Due Diligence 98

The Motley Fool

MARCH 3, 2025

Brett will cover more of the Q4 highlights, and I'm going to cover why Okta is best positioned to capture more of the massive market opportunity in front of us as we go into FY '26 and beyond. I think maybe the difference is that this idea, that identity is this really important foundational layer, particularly for big companies.

Investors 217

Investors Accounting Companies Prospects 217

The Motley Fool

SEPTEMBER 28, 2024

A recent Nationwide survey polled workers 45 and older on best practices workers 35 and under should take to prepare for retirement, and they came up with the following four answers. A company match is essentially a bonus. Talk with your company's HR department if you're unsure how its matching formula works.

Debt 130

Debt Best Practices Funds Accounting 130

Private Equity Wire

NOVEMBER 1, 2023

The Carlyle Europe Partners platform has invested alongside the founders of the Group companies and will support Farmfront by developing the platform’s commercial and marketing strategy, implementing operational best practice across the constituent businesses, and through further M&A.

Best Practices 98

Best Practices Investment Firms Companies Investing 98

Mainsail

MARCH 12, 2025

As your company and opportunities for growth mature, you have to add the right people with the right range of skills to the team around you. Over the years, we have developed a deep collection of best practices for building successful teams, so we compiled many of them into this series to help you build a growth-oriented leadership team.

Best Practices 52

Best Practices Portfolios Companies 52

The Motley Fool

JANUARY 31, 2024

Galperin was particularly impressed by eBay , which was an important early competitor to Amazon in e-commerce at the time, and believed there was an opening for a similar company south of the U.S. A key acquisition of a company owned by eBay in 2001 gave MercadoLibre a boost.

Best Practices 130

Best Practices Stakes Stock Market Stock Market 130

The Motley Fool

SEPTEMBER 10, 2024

As long as you have available credit on your card, your credit card company won't make you jump through hoops to get your cash. There are, however, some best practices that could help you pay off your cash advance economically. It's pretty easy to do (most ATMs will let you do it with a PIN).

Best Practices 130

Best Practices Debt Taxes Accounting 130

The Motley Fool

SEPTEMBER 15, 2024

2 market share in these smaller industry nooks, these companies sometimes have a wider-than-expected moat because would-be competitors have little incentive to disrupt such diminutive areas. Acquiring high-quality companies in adjacent, similar verticals to its existing business lines, Federal Signal has become a 13-bagger since 2011.

Mergers and Acquisitions 130

Mergers and Acquisitions Buyout Best Practices Accounting 130

The Motley Fool

AUGUST 14, 2024

The big-picture risk is that manufacturing the therapy this way will simply be too expensive for the company to be profitable. But the company will be making big capital expenditures anyway, in the hopes of getting enough cash flow later on. From an investment perspective, that process carries a handful of significant risks.

Best Practices 130

Best Practices Shareholders Capital Returns 130

The Motley Fool

FEBRUARY 1, 2024

Three tips to avoid financial scams Here are some best practices to follow to help you steer clear of scams. Contact the company directly: Before providing personal information to someone, contact the company directly to inquire whether they're legitimately trying to get ahold of you.

Best Practices 130

Best Practices Finance Financing Taxes 130

The Motley Fool

AUGUST 28, 2024

You'll hear from Okta's leadership team along with fellow industry experts to discuss the future of identity and why it's not just the first line of defense, but the backbone of a company's holistic security strategy. These best practices, combined with Okta's products, are helping our customers be more secure and do it faster.

Leveraging 244

Leveraging Best Practices Investors Companies 244

The Motley Fool

JULY 30, 2024

Dividends Some companies will pay out dividends regularly to shareholders. Getting feedback from others in the field before bringing a course live is the best practice here. Passive income opportunities There are many ways to earn passive income -- if you're willing to use that stretched definition and do the groundwork.

Best Practices 130

Best Practices Finance Financing Accounting 130

The Motley Fool

DECEMBER 5, 2023

We began the fiscal year carefully assessing all areas of our company to identify impactful opportunities to transform our operations and improve our performance. First, we are strengthening our foundation and embedding retail best practices throughout the organization. And that work is ongoing. Let me share a few examples.

Best Practices 130

Best Practices Leveraging Capital Liabilities 130

The Motley Fool

JULY 2, 2023

But you can check out reviews by current and former employees to judge which company is a better match. Walmart Walmart, king of sales, advertises itself as a career-first company. The company seems dedicated to being inclusive of racial minorities. Salaries seem to be similar across companies. Employees have opinions.

Best Practices 130

Best Practices Accounting Companies Funds 130

Private Equity Wire

FEBRUARY 14, 2024

The market approach considers factors like comparable company market multiples, comparable transactions and previous transactions in the subject company’s stock. Justify the inclusion / exclusion of comparable companies and any adjustments made. Update calibrated inputs to reflect changes since the transaction.

Venture Capital 98

Venture Capital Investing Best Practices Mutual Funds 98

The Motley Fool

NOVEMBER 28, 2023

We had a very strong first quarter and have great momentum innovating on our platform across the company. We are also delighted to be one of the only eight Fortune 500 companies named to Fortune's inaugural top 50 AI innovators list. The short answer is we capture best practices and share the insights on a daily basis across our teams.

Taxes 246

Taxes Accounting Best Practices Banks 246