Axial

MARCH 11, 2025

Advisors will assess the buyers ability to fund the acquisition, including where the funds will come from and how the purchase will be financed whether through cash, debt, or a combination. The LOI presents a specific bid for your company, along with the steps to finalize the deal. Read the full case study here.

Due Diligence 52

Due Diligence Consultants Consulting Leveraging 52

Private Equity Insights

JUNE 29, 2023

followed by extensive third-party legal and technical due diligence on the Sulus Solar platform,” said Justin Brown, co-founder and co-chief executive of Power Capital. .” “We thoroughly analyzed a large set of potential development platform companies for our entry to the U.S.,

Private Equity Firms 130

Private Equity Firms Private Equity Firms Due Diligence Capital 130

The Motley Fool

JANUARY 31, 2024

It's certainly time to consider buying some, as long as you do your due diligence and understand the risks and opportunities. It has been able to source and obtain pre-funding rounds from varied investors. billion in funding in 2023, and it already announced a new round of $400 billion in funding so far in 2024.

Due Diligence 130

Due Diligence Bidding Financial Institutions Amortization 130

Private Equity Insights

JUNE 28, 2023

The three-person leadership team will be led by co-managing partner Danny Graham, a manager research and due diligence head who left Bear Sterns & Co. Clearstead was one of the last RIAs Rosemont held through its fund structure – its final active fund is expected to expire in 2025. read more H.I.G.

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. Summit Therapeutics (NASDAQ: SMMT) is an exciting stock for many investors as its shares are up by 158% in the last three months alone. There's always a chance that the short-sellers are correct.

Due Diligence 130

Due Diligence Bidding Liabilities Debt 130

The Motley Fool

OCTOBER 31, 2024

Business development companies (BDCs) -- investment companies that fund small and mid-sized businesses -- also issue baby bonds, as do government entities to fund infrastructure projects or public initiatives. In the U.S., Liquidity Risk -- What would happen if you bought your baby bond and then decided to sell it before it matures?

Due Diligence 100

Due Diligence Investing Bidding Taxes 100

Private Equity Wire

APRIL 29, 2024

PARTNER CONTENT The GP-led secondary market continues to evolve and flourish, supported by ongoing demand for liquidity and a narrowing bid-ask spread between prospective buyers and sellers. What characteristics are you looking for in an asset for these transactions?

Assets 94

Assets Returns Buyout Due Diligence 94

Pension Pulse

SEPTEMBER 12, 2023

At C$146 billion, equivalent to a quarter of the entire C$575 billion pension fund for some 21 million Canadians and forecast to grow bigger every year, Kim leads a program that is also heading into unchartered territory. On the funds side, because commitments are drawn down over the years trying to time the market isn’t an issue.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

Axial

JANUARY 15, 2025

There are countless questions to answer, but some of the most important are: How much money do you need to fund your goals after stepping down? 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.

Due Diligence 59

Due Diligence Consultants Consulting Exit Strategy 59

Axial

DECEMBER 16, 2024

Your “true number” is shaped by your reasons for selling, the funds needed to sustain your lifestyle post-sale, your vision for the business’s future without you, and your ideal timeline. This will allow you to confidently address any questions buyers may have during due diligence.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Accounting 40

Axial

DECEMBER 16, 2024

Whether you aim to find a new owner to continue your legacy, fund a new venture, or exit quickly to focus on other priorities, finding the right buyer is essential. These buyers can include private equity firms, family offices, independent sponsors, holding companies, search funds, or individual investors.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Bidding 52

Pension Pulse

FEBRUARY 18, 2025

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. billion in fund and direct investments, partnering with over 50 high-performing portfolio companies. of the company and have pledged to support the potential offer. local time on Dec.

Asset Management 52

Asset Management Due Diligence Stock Exchanges Assets 52

The Motley Fool

NOVEMBER 3, 2023

The third quarter FAD, funds available for distribution, of $0.68 The decrease in FAD from the second quarter is due to the reduced rent from cash basis operators, with LaVie, as expected, paying $9 million less in cash rent in the third quarter compared to the second quarter. million of federal stimulus funds. times and 1.15

Investors 130

Investors Securities and Exchange Commission (SEC) Assets Debt 130

The Motley Fool

JANUARY 30, 2025

billion of senior notes to fund the transaction. These costs flow through our financial statements were funded by the seller through a purchase price adjustment. And we had a meaningful seller funded retention plan that was put in place to help our transaction work here. And so -- but bid really is the primary driver.

Companies 130

Companies Consultants Consulting Taxes 130

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. You end up with $200,000 invested.

Taxes 53

Taxes Collateral Stock Market Stock Market 53

Axial

FEBRUARY 11, 2025

Unlike other methods, this approach accounts for premiums buyers have previously paid, which may include inflated prices from competitive bidding. Shortening payment cycles reduces the funds tied up in operations, improving cash flow and making your business more financially efficient.

Prospects 52

Prospects Due Diligence Capital Bidding 52

The Big Picture

JANUARY 9, 2024

Nobody in the world writes about markets, finance derivatives, hedge funds, you name it, the way Matt does. But if we pretend that they’re colluding, well maybe index funds are illegal. Matt Levine : 00:25:44 I don’t think most of ’em even believe that index funds should be able to go.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Motley Fool

JULY 25, 2023

Upon successful execution of the Texas pipeline portfolio sale, the partnership does not expect to require equity through 2024 and other than opportunistic equity issuances under our at-the-market equity program to fund future growth beyond 2024. Now, to the detailed results. Nobody in our industry has a pipeline like that, nobody.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Assets Capital 100

The Motley Fool

JULY 25, 2023

Upon successful execution of the Texas pipeline portfolio sale, the partnership does not expect to require equity through 2024 and other than opportunistic equity issuances under our at-the-market equity program to fund future growth beyond 2024. Now, to the detailed results. Nobody in our industry has a pipeline like that, nobody.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Leveraging Assets 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

Pension Pulse

OCTOBER 23, 2024

The pension fund is looking to offload between $3 billion and $4 billion as it seeks to cut exposure to higher-yielding opportunistic credit and invest more in mainstream direct lending, said the people, who asked not to be identified discussing private matters. The pension’s European private equity portfolio saw its IRR increase from 6.9

Funds 59

Funds Stakes Due Diligence Assets 59

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

The Motley Fool

SEPTEMBER 17, 2023

Within about 90 days, it became apparent to me that we had not done sufficient reversed due diligence on our acquirer. This idea of reversed due diligence is like they're asking a bunch of questions trying to figure out who you are and where you fit with cultures like all those things. We managed to still sign and close.

Due Diligence 130

Due Diligence Mergers and Acquisitions Capital Public Companies 130

The Big Picture

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. And you know, so we looked at it very hard, decided not to bid.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Private Equity Insights

FEBRUARY 26, 2025

Lone Star Funds, known for turnaround investments, could focus on optimising and restructuring the business post-acquisition. With due diligence ongoing, final bids from Lone Star, Advent, and Apollo are expected in the coming months.

Bidding 218

Bidding Due Diligence Leveraging Financing 218

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). The firm offers both funds management and financial advisory services, positioning it as a key player in the wealth management space.

Bidding 130

Bidding Due Diligence Asset Management Assets 130

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 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 Insights

FEBRUARY 17, 2025

The sale stemmed from a competitive process where more than 30 potential buyers were approached, with over 10 conducting in-depth due diligence. Ultimately, Silver Lake and GICs bid was the only fully-financed proposal, according to special committee member John D. Harkey, Jr.

Due Diligence 130

Due Diligence Bidding Legal Financing 130

Private Equity Wire

FEBRUARY 26, 2025

Lone Star Funds, Advent International, and Apollo Global Management have emerged as the leading contenders in the race to acquire UK firm Reckitt Benckisers homecare portfolio, according to a report by Bloomberg. With due diligence underway, final bids from Lone Star, Advent, and Apollo are expected in the coming months.

Due Diligence 68

Due Diligence Bidding Leveraging Finance 68

The Motley Fool

FEBRUARY 7, 2024

Second, we had above-average TI spend during 2023 as we funded committed capital on the high volume of new leases signed in 2022. But from our understanding is, you know, there's 100 CA signed, double-digit bids, and -- so we're a pretty good market for that type of asset. So, right now, yeah, who's going to fund the TIs?

Assets 130

Assets Debt Prospects Banks 130

Axial

JANUARY 27, 2025

At Axial, we frequently work with owners who want to: Retire Seize a new professional opportunity (often funded by the sale of their first business) Step back due to health changes or caring responsibilities Leave because theyve lost their passion for the business In healthcare, particularly in private practice, motivation can differ.

Due Diligence 52

Due Diligence Exit Strategy Bidding Consultants 52

Axial

FEBRUARY 11, 2025

Buyers dont want to invest time and resources in due diligence such as reviewing financials and conducting a valuation only to have you back out of the deal. Completing these tasks will not only increase the perceived value of your business but will also make it easier to address questions during the due diligence process.

Exit Strategy 40

Exit Strategy Due Diligence Consultants Consulting 40

Axial

MARCH 20, 2025

Financial buyers are made up of private equity firms, hedge funds, independent sponsors, family offices, search funds, and high-net-worth individuals. A search fund often (but not always) will offer the lowest price, but a search fund is someone who wants to step into the role as CEO.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Mergers and Acquisitions High Net Worth Individuals 40

The Motley Fool

JANUARY 29, 2025

This included impairment of long-lived assets of $517 million, mainly related to the classification of our business ventures in the fund and our API business as a held for sale, as well as the $280 million goodwill impairment charge also related to that same business. Now, moving to Slide 29. We will review our non-GAAP performance.

Assets 130

Assets Capital Debt Portfolios 130

Private Equity Wire

APRIL 22, 2024

Private equity giant Blackstone has made an improved offer for Hipgnosis Songs Fund with a proposed $1.5bn deal to acquire the troubled music rights owner, topping a $1.4bn bid made last week by music rights investor Concord, according to a report by Bloomberg. per share in cash, which is about 7% higher than Concord’s bid.

Bidding 91

Bidding Due Diligence Shareholders Funds 91

The Big Picture

NOVEMBER 25, 2024

Not only did he stand up a research shop from a dorm room in college and started selling model portfolios to fund managers, but eventually created a suite of first mutual funds. Somehow no one in due diligence ever asked them about any of this. A lot of ’em went to buy side hedge funds. No one knew who I was.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59