The Motley Fool

JANUARY 5, 2024

The company specializes in an instrument called venture debt -- or loans made at high interest rates. For this reason, once the start-up reaches a maturity point generating consistent cash flow, it may seek out alternative financing options like debt. Hercules Capital: 11.5% Horizon Technology Finance: 9.9%

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

Axial

JANUARY 30, 2024

Axial is excited to release our 2023 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the 2023 deal-making activities of 807 investment banks and advisory firms that met the qualifications to be considered for league tables.

Investment Banks 105

Investment Banks Investment Banking Banks Mergers and Acquisitions 105

Private Equity Wire

JANUARY 24, 2024

Private equity firm CVC Capital Partners has shunned the private credit markets in favour of loans from investment banks to finance two of its latest buyouts – restaurant group La Piadineria and vitamin manufacturer Sunday Natural – according to a report by Bloomberg.

Buyout 98

Buyout Banks Private Equity Firms Private Equity Firms 98

Private Equity Insights

SEPTEMBER 28, 2023

Blackstone Credit and other major private debt managers such as Ares Management Corp. and HPS Investment Partners are increasingly able to write larger cheques for borrowers as their coffers swell. The industry growth is being driven by investment bank caution around underwriting leveraged buyouts given volatile market conditions.

Leveraged Buyouts 147

Leveraged Buyouts Buyout Private Equity Firms Private Equity Firms 147

The Motley Fool

APRIL 28, 2024

Rather, many of the companies in Ares' portfolio are lower middle market businesses that go overlooked by investment banks or private equity investors. ARCC Price to Book Value data by YCharts At a price-to-book (P/B) ratio of just 1.1, Ares stock is trading essentially in line with its 10-year average.

Leveraged Buyouts 244

Leveraged Buyouts Due Diligence Buyout Venture Capital 244

Private Equity Insights

FEBRUARY 23, 2024

A roughly $5 billion debt deal for the buyout of health-care tech company Cotiviti Inc. KKR and Veritas relied on their own capital markets teams to do much of the work that’s typically carried out by banks for debt offerings of this size. JPMorgan and Goldman officially launched the debt sale later on Feb.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Debt 130

Private Equity Insights

MARCH 15, 2024

The private equity firm is speaking with investment banks about its options for Regnology and could launch an auction as early as the second half of this year, three of the people said, speaking on condition of anonymity. Seeks $655 m of Private Debt for USA DeBusk Deal H.I.G. billion Swiss-franc ($2.6. read more H.I.G.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Buyout 130

Private Equity Insights

SEPTEMBER 14, 2023

CrownRock LP is preparing to explore a sale that could value it at well over $10bn including debt, people familiar with the matter said, in what could be the largest deal for a U.S. Most of CrownRock is owned by buyout firms, led by Lime Rock Partners, which took a 60% stake when it helped launch the company in 2007.

Buyout 147

Buyout Debt Stakes Investment Banking 147

Private Equity Insights

NOVEMBER 14, 2023

maker of sports uniforms and school yearbooks at more than $6bn, including debt, people familiar with the matter said. Bain has been interviewing investment banks to hire financial advisers that will help the private equity firm come up with a plan to cash out on its majority stake in Varsity Brands, the sources said.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Initial Public Offering 130

Private Equity Insights

AUGUST 10, 2023

The private equity owner of Intermedia Cloud Communications is exploring options including a sale that could value the communications services provider at more than $1bn, including debt, according to people familiar with the matter. Buyout firm Madison Dearborn Partners is working with investment bank Evercore (EVR.N)

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Amortization 130

Private Equity Wire

FEBRUARY 2, 2024

Global law firm White & Case is expanding its global debt finance practice and has appointed Lauren Winter, who has joined from Shearman & Sterling where she was Counsel, as a Partner in London. White & Case has dedicated bank lending, private credit & direct lending and borrower finance teams.

Debt 75

Debt Finance Financing Leveraged Buyouts 75

Private Equity Wire

AUGUST 30, 2024

Leveraged buyout financings accounted for almost half (42%) of all UK transactions in H1 2024, compared with just 29% in H1 2023, according to the latest MidCapMonitor report by global investment bank Houlihan Lokey.

Leveraged Buyouts 98

Leveraged Buyouts Accounting Buyout Leveraging 98

Private Equity Insights

MARCH 17, 2023

But Ares executives insist their firm remains steadfast in its goal of offering institutional investors more than just private debt. William Benjamin, head of Ares’ real estate group, describes the parent company’s prowess in private debt as an invaluable fundraising tool. Thus far, Ares has diversified farthest into real estate.

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 130

Private Equity Insights

AUGUST 31, 2023

NEW YORK, Aug 31 (Reuters) – The private equity owners of Procare Solutions are exploring a sale that could value the child-care management software provider at nearly $2 billion, including debt, according to people familiar with the matter.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Startups Buyout 130

Private Equity Wire

JULY 16, 2024

Prior to his involvement with Star Mountain, Glovier was a Managing Director within the credit business of Fortress Investment Group, where he led private equity and debt investments with a focus on financial services.

Capital 96

Capital Private Equity Firms Private Equity Firms Consultants 96

The Motley Fool

MARCH 2, 2024

On the plus side, an analyst at investment bank Benchmark thinks Paramount stock will soar 67% from here, and hit $19 a share within a year. Without a buyout, it became necessary to drop the target down a bit. Ultimately, investors decided it was a wash, and Paramount shares closed the day just slightly up.

Enterprise Values 130

Enterprise Values Buyout Investment Banking Investment Banks 130

Private Equity Insights

JUNE 12, 2023

Adenza’s software is used by large banks to manage post-crisis regulations and will be included in Nasdaq’s “solutions” business that accounts for more than 70 per cent of the New York-based group’s revenues. Qatalyst Partners was the lead financial adviser to Thomas Bravo. times EBITDA.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Companies Stock Exchanges 130

Axial

JANUARY 23, 2025

Axial is excited to release our 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 400+ investment banks and advisory firms that met the qualifications to be considered for league tables last year.

Investment Banks 59

Investment Banks Investment Banking Banks Mergers and Acquisitions 59

The Motley Fool

MARCH 17, 2024

Hercules Capital (NYSE: HTGC) is a BDC that invests in technology, life sciences, and sustainable energy businesses. The company typically supports start-ups that have raised funding from venture capital or private equity firms and are looking to augment the balance sheet with some debt. Hercules Capital: Dividend yield 10.5%

Leveraged Buyouts 130

Leveraged Buyouts Exchange-Traded Funds Private Equity Firms Private Equity Firms 130

Private Equity Wire

AUGUST 12, 2024

She has structured and underwritten deals across the whole spectrum of private equity including buyout, growth and venture capital assets. Prior to APG, Wang was in investment banking with Barclays, where she focused on structured products and advised issuers on bespoke solutions across the equity and debt capital structures.

Buyout 98

Buyout Venture Capital Stakes Asset Management 98

The Motley Fool

AUGUST 25, 2023

SentinelOne hasn't said anything about selling itself, and the recent rumors merely suggest it's brought in the investment bank Qatalyst Partners to explore a potential deal. There's no news about an actual valuation or any potential suitors -- so investors shouldn't buy SentinelOne in hopes of a quick buyout.

Enterprise Values 130

Enterprise Values Buyout Private Equity Firms Private Equity Firms 130

AltAssets

FEBRUARY 4, 2025

Investment banking major Moelis & Company has brought in former Jefferies senior exec Matt Wesley as its global head of private funds advisory. The post Jefferies senior exec Wesley joins Moelis as global head of private funds advisory appeared first on AltAssets Private Equity News.

Funds 87

Funds Investment Banking Investment Banks Banks 87

The Motley Fool

FEBRUARY 27, 2024

It specializes in an investment vehicle called venture debt. Founders seeking capital may eventually look for a loan since debt doesn't come attached to any ownership share of the company. However, the catch is that this debt typically carries a much higher interest rate than a loan from a bank.

Leveraged Buyouts 130

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

Private Equity Insights

MAY 9, 2024

On portfolio level relationship banks offer the whole range of corporate banking products and services to portfolio companies, in our case additionally growth financing for scale-up companies. Hence RBI is in the unique position to support on all layers of the private equity/debt value chain – be it on Fund or OpCo Level.

Banks 130

Banks Funds Finance Financing 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

Whereas Kleinman went in hard with his warning that “everything is not going to be okay” for buyout firms, Stavros joined in with the concession that his industry may have gotten “too creative” lately. When buyout groups do look to sell, PIKs, NAV loans and other kinds of excess baggage are creating obstacles.

Buyout 59

Buyout Debt Leveraging Collateral 59

Axial

APRIL 4, 2024

Today’s guest is Matt Plooster, founder and CEO of Bridgepoint, a boutique investment bank based in Omaha, Nebraska. We start the conversation with a background on private credit and its origins. If you’re a business owner, professional acquirer, or M&A advisor, you can start using Axial for free at Axial.com.

Boutique Investment Banks 52

Boutique Investment Banks Buyout Investment Banking Investment Banks 52

AltAssets

DECEMBER 22, 2023

Private equity placement agent Triago is being bought by investment bank Houlihan Lokey in a major expansion of its private funds group. The post Private equity placement agency pioneer Triago bought by Houlihan Lokey first appeared on AltAssets Private Equity News.

Investment Banking 105

Investment Banking Investment Banks Banks Funds 105

AltAssets

MAY 2, 2024

Latin American investment bank BTG Pactual has raised more than $1bn for its opportunistic asset-focused fund strategy. The post Latin American banking major BTG Pactual completes $1bn-plus Strategic Capital fundraise first appeared on AltAssets Private Equity News.

Banks 95

Banks Capital Investment Banking Investment Banks 95

Pension Pulse

JULY 16, 2024

A higher cost of debt and slower economic growth have created a tough investing environment, pushing down the value of some private assets that pension funds own. Pension funds that invest directly in private credit will be put to the test with respect to their workout capabilities,” Dunmore said.

Pension Funds 64

Pension Funds Buyout Assets Debt 64

The Big Picture

SEPTEMBER 23, 2024

Victor has had a fascinating career, stood up the distressed debt department at Citibank before doing the same thing at Merrill Lynch a few years later. They do everything from hard assets like real estate, infrastructure, aircraft, power plants, to private debt, event driven opportunities. 15 businesses with over 90,000 employees.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59

Trivest Partners

SEPTEMBER 13, 2022

September SPOTLIGHT Krishnan Ramaswami Managing Director FIRM OVERVIEW Fallbrook’s principals have been providing private debt and equity across a variety of industries and growth sectors for more than 30 years; They’ve invested over a wide range of economic cycles and have the experience to be an active investor post-closing.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Buyout Consultants 40

The Big Picture

DECEMBER 5, 2023

And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. There was no m and a departments in any investment bank really until the very late seventies. And I was fortunate to be accepted to both.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

JANUARY 24, 2023

They grew a business where they issued junk debt. And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. So I did my thesis on how leveraged buyouts work from the legal and the business side.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

SEPTEMBER 26, 2023

So, when I was in graduate school, I thought about all the different types of investing or advisory work I could do, and I, you know, really triangulated on distressed debt being the most interesting part of the, of the markets where I could participate in PWA Capital. Ritholtz ] 00:03:30 Yeah, Sandberg is a fascinating guy.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Big Picture

JUNE 13, 2023

So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs. I joined, effectively, Deutsche Bank. Private equity at the time was only about buyout and LBO.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

APRIL 4, 2023

We’re going to look at a buyout and look at the pricing, look at the structure. They really weren’t in the investment banking business, and they looked at the opportunity there and said, gee, we should really have a high yield business and a financing business. KENCEL: It’s the investment banking affiliate.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59