Private Equity Insights

JANUARY 14, 2025

Read more: [link] KKR pushes Fuji Soft to file lawsuits against Bain Capital, alleging violations of a non-disclosure agreement. According to a letter sent to Fuji Softs board on Monday, the US private equity firm is urging Fuji Soft to seek an injunction in order to stop Bain Capitals alleged violation of an NDA.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Due Diligence Buyout 130

Axial

MARCH 11, 2025

The LOI presents a specific bid for your company, along with the steps to finalize the deal. While its not a purchase agreement, it’s a significant commitment, where you as a business owner agree to give the buyer an exclusive time window (usually around 90 days) to conduct their due diligence and to close the deal.

Due Diligence 52

Due Diligence Consultants Consulting Leveraging 52

Axial

DECEMBER 23, 2024

Ashlyn Falahee, VP of Sales & Marketing, Sun Protection of Florida Peakstone Group is a Chicago-based, 40+ person investment bank that specializes in mergers and acquisitions advisory and capital raising. HunterDouglas purchased 100% of SunPro and 70% of Sun Protection of Florida at around a 9x multiple.

Due Diligence 52

Due Diligence Mergers and Acquisitions Bidding Private Equity Firms 52

Private Equity Insights

JUNE 28, 2023

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up Landmark was founded in 1997 by ex-investment banker Earl ‘Trip’ Samson III and his wife Allyson Samson as Compton Capital Partners. Landmark is Rosemont’s second RIA investment since adopting the permanent capital model.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Due Diligence 130

The Motley Fool

OCTOBER 12, 2024

But, as wise investors know, recent price action is in no way a substitute for doing due diligence. That means within the next year, between its expenses and dispatching its debt, it could be short on capital. There's always a chance that the short-sellers are correct.

Due Diligence 130

Due Diligence Bidding Liabilities Debt 130

The Motley Fool

JUNE 14, 2024

At the same time, Apple's success in dazzling the AI-obsessed crowds may have caused investors to ignore a growing threat from the one entity that might actually be more powerful and better capitalized than Apple: the U.S. government. Of course, the market doesn't like AI for AI's sake.

Due Diligence 100

Due Diligence Bidding Legal Capital 100

Axial

OCTOBER 21, 2024

Finalize the Sale and Close the Deal Complete due diligence Manage buyer questions and site visits Negotiate, sign, and close the deal 1. At this stage, you will formally agree to the outlined terms, paving the way for further negotiations and due diligence as the sale moves forward.

Due Diligence 97

Due Diligence Mergers and Acquisitions Consultants Consulting 97

The Motley Fool

JULY 24, 2023

But you can at least look at it and say, well gosh, if I'm right, and a lot of people are bidding against it, and then there is a short-term catalyst potentially, where if the news turns out to be right and we know in the long run when a stock market it's a weighing machine. I'm not sure that's what we want to do to depositors.

Banks 246

Banks Financial Institutions Portfolios Due Diligence 246

Axial

AUGUST 23, 2024

You must plan the transition, understand your business’s value, create compelling marketing materials, and identify the right buyers to advance to the due diligence stage. This preparation will allow you to confidently address any questions buyers may have during due diligence.

Due Diligence 52

Due Diligence Legal Mergers and Acquisitions Prospects 52

Pension Pulse

SEPTEMBER 12, 2023

Our job is due diligence, and for deals that require a level of speed that makes the due diligence difficult, well, we won’t do the deal. If we are holding a business that still makes sense, I will always choose to hold onto rather than exit and recycle the capital to other deals.” Alright, let me wrap it up there.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

The Motley Fool

NOVEMBER 8, 2024

Let me begin with some comments on our capital allocation priorities. We are focused on growth in both our core business and expansion into industrial filtration, and we'll continue to allocate our capital to fuel this growth. Operator And your next question comes from the line of Bobby Brooks with Northland Capital Markets.

Capital 130

Capital Due Diligence Legal Bidding 130

Axial

JANUARY 15, 2025

Executing a Letter of Intent (LOI) and closing the deal: Execute an LOI with a single buyer, engage in the due diligence process, and finalize the deal. For example, if maximizing the sale price is your goal, you might advertise your business more widely to foster a competitive bidding environment.

Due Diligence 59

Due Diligence Consultants Consulting Exit Strategy 59

The Motley Fool

SEPTEMBER 17, 2023

That's the book title of my guest this week for authors in August here to introduce you to my friend Sunny Vanderbeck and a wide-ranging conversation about business, about conscious capitalism, about mergers and acquisitions and bankers in deadlines and you and your family, your employees, all your stakeholders, selling without selling out.

Due Diligence 130

Due Diligence Mergers and Acquisitions Capital Public Companies 130

Axial

DECEMBER 16, 2024

Our experience in finding buyers comes from 14 years of working with business owners and our network of over 5,500 M&A advisors and capital providers. When creating a profile for your ideal financial buyer, its important to understand the distinction between private equity and whats known as patient capital.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Bidding 52

The Motley Fool

JANUARY 30, 2025

We also delivered significant capital return to shareholders, raising our dividend by 15% and completing $900 million of share repurchases. We also maintain a balanced approach to capital management. We look to maintain financial flexibility as we manage the efficiency of our capital structure. billion acquisition of McGriff.

Companies 130

Companies Consultants Consulting Taxes 130

Axial

DECEMBER 16, 2024

This will allow you to confidently address any questions buyers may have during due diligence. A third-party Quality of Earnings (QofE) assessment can validate your financials, identify issues to resolve, and expedite due diligence, ensuring a smoother sale.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Accounting 40

The Motley Fool

NOVEMBER 3, 2023

This is another quarter where we continue to strengthen our liquidity, capital stack, maturity ladder, and help protect our overall cost of debt. 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.

Investors 130

Investors Securities and Exchange Commission (SEC) Assets Debt 130

Pension Pulse

OCTOBER 23, 2024

Oaktree Capital Management and Värde Partners, according to public filings. Firms focused on credit secondary deals including Coller Capital, Ares Management Corp. and Pantheon Ventures have increasingly large pools of capital to buy up such stakes. Oaktree Capital Management and Värde Partners, according to public filings.

Funds 59

Funds Stakes Due Diligence Assets 59

Pension Pulse

FEBRUARY 18, 2025

Macquarie has received commitments from three major Renewi shareholders Coast Capital, Avenue Europe International Management LP and Paradice Investment Management LLC that hold a combined 15.1% Renewi agreed to give Macquarie access to confirmatory due diligence and said the offer is at a value that it would be inclined to recommend.

Asset Management 52

Asset Management Due Diligence Stock Exchanges Assets 52

Axial

FEBRUARY 11, 2025

Comparable Company Analysis (Comps) A comps analysis benchmarks your company’s valuation against similar businesses in your industry, factoring in size, growth, geography, capital structure (including debt levels), and lifecycle stage. These three analyses examine key business valuation factors, outlined in the table below.

Prospects 52

Prospects Due Diligence Capital Bidding 52

The Motley Fool

JULY 25, 2023

as we deployed capital for the benefit of FPL customers and leverage our competitive advantages to extend energy resources renewable leadership position. With our most recent settlement agreement, FPL has well-established capital plan with clear visibility through 2025 to deliver on this strategy. year over year. year over year.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Assets Capital 100

The Motley Fool

JULY 25, 2023

as we deployed capital for the benefit of FPL customers and leverage our competitive advantages to extend energy resources renewable leadership position. With our most recent settlement agreement, FPL has well-established capital plan with clear visibility through 2025 to deliver on this strategy. year over year. year over year.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Assets Capital 100

Mr. Money Mustache

JANUARY 29, 2021

This has left several friends who arrived more recently searching fruitlessly and losing the inevitable bidding war for each uninspiring property, over and over again. The only problem was, so was everybody else: a bidding war was already bubbling up and we only had a few days at most to lock it in.

Taxes 53

Taxes Collateral Stock Market Stock Market 53

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. It was dealing with like the sort of guts of the bank and like new product development and capital and, and balance sheet.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

The Big Picture

JANUARY 24, 2023

 The transcript from this week’s, MiB: Steven Klinsky, New Mountain Capital , is below. Eventually, Steve takes his experience and knowledge and stands up his own firm, New Mountain Capital, which is one of the largest private equity shops in the world. RITHOLTZ: So we’re going to talk about New Mountain Capital in a bit.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Private Equity Insights

FEBRUARY 26, 2025

With due diligence ongoing, final bids from Lone Star, Advent, and Apollo are expected in the coming months. The estimated valuation of between $5bn and $6.3bn reflects private equitys growing appetite for branded consumer products, particularly those with strong market penetration and pricing power.

Bidding 218

Bidding Due Diligence Leveraging Finance 218

Private Equity Insights

MARCH 10, 2025

bids, represents an 8.7% bids, represents an 8.7% The bidding war has intensified after Brookfield Asset Management entered the fray last month with a matching bid. However, Brookfield is now reportedly unlikely to raise its offer, making Bain and CC Capital the frontrunners. per share could still emerge.

Bidding 147

Bidding Due Diligence Capital Private Equity Firms 147

Private Equity Insights

JANUARY 23, 2025

Bain Capital re-entered the bidding war for Insignia Financial, matching CC Capital Partners revised offer of $1.92bn (AUD3.07bn). premium over the previous closing price and a 7% increase from its initial bid, which was rejected by Insignias board in December. Bains proposal values Insignias shares at AUD4.43

Bidding 130

Bidding Due Diligence Capital Private Equity Firms 130

Private Equity Insights

JANUARY 8, 2025

KKR pushes Fuji Soft to file lawsuits against Bain Capital, alleging violations of a non-disclosure agreement. Bain Capital confirmed on Tuesday that it destroyed the confidential information obtained during the due diligence process, but would continue with the (now hostile) bid for Fuji Soft.

Due Diligence 147

Due Diligence Private Equity Firms Private Equity Firms Capital 147

Private Equity Insights

FEBRUARY 5, 2025

Brookfield Asset Management joined Bain Capital and CC Capital in the race to acquire Insignia Financial, Australias third-largest superannuation provider, with a bid valuing the firm at AUD3bn ($1.9bn). Insignia confirmed Brookfields offer, which matches those previously submitted by Bain and CC Capital.

Bidding 130

Bidding Due Diligence Asset Management Assets 130

Private Equity Insights

FEBRUARY 20, 2025

The deal, valued at approximately $4.1bn, marks the end of an intense takeover battle with Bain Capital, which ultimately withdrew its bid earlier this week. The private equity firm pursued an unconventional two-stage acquisition process, repeatedly raising its offer in response to Bains competing bids.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Due Diligence Bidding 147

Private Equity Wire

FEBRUARY 21, 2025

US private equity giant KKR has submitted a preliminary 4bn bid to take a majority stake in Thames Water, positioning itself as a leading contender to acquire the embattled UK utility, according to a report by the Financial Times. This bid could involve US hedge funds Elliott Management and Silver Point.

Bidding 72

Bidding Stakes Due Diligence Hedge Funds 72

Private Equity Wire

FEBRUARY 20, 2025

Private equity giant KKR has increased its stake in Japan’s Fuji Soft to nearly 58% following the second stage of a tender offer, effectively ending a heated takeover battle with rival buyout firm Bain Capital for the software developer, according to a report by Reuters.

Bidding 68

Bidding Stakes Due Diligence Legal 68

Private Equity Wire

MARCH 7, 2025

Bain Capital and CC Capital have been granted access to Insignia Financial’s books after both private equity firms raised their takeover bids for the Australian wealth management business to AUD3.34bn ($2.11bn), according to a report by Reuters. The two firms increased their per-share offers to AUD5 each, an 8.7%

Bidding 45

Bidding Due Diligence Capital Private Equity Firms 45

The Motley Fool

FEBRUARY 7, 2024

As demonstrated over the past 90 days, having ample liquidity and access to multiple sources of capital throughout the cycle is an important differentiator for us. We further strengthened our balance sheet by raising nearly 600 million of debt capital during 2023. In total, we raised almost 600 million of debt capital during the year.

Assets 130

Assets Debt Prospects Banks 130

Axial

JANUARY 27, 2025

These include evaluating your companys value amidst evolving healthcare regulations, developing a comprehensive handover plan, and targeting buyers who have the expertise and capital to acquire and operate a healthcare business. Proven ability to progress potential buyers from initial interest to submitted bids.

Due Diligence 52

Due Diligence Exit Strategy Bidding Consultants 52

Axial

JANUARY 10, 2025

Without them, common mistakes like incorrectly calculating EBITDA or failing to determine the working capital tied up in operations can skew your valuation. This analysis relies on real, completed sales, which often include additional amounts that buyers paid during the bidding process, resulting in higher prices.

Companies 52

Companies Valuation Analyses Bidding Mergers and Acquisitions 52