The Motley Fool

JANUARY 5, 2024

For this reason, once the start-up reaches a maturity point generating consistent cash flow, it may seek out alternative financing options like debt. If you invest one-third of the proposed $100,000 investment, Hercules should provide more than $3,800 in annual dividend income at its current yield of 11.5%. The company's 9.6%

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

Private Equity Wire

MAY 22, 2024

Private credit lenders and banks are vying to offer debt financing for a potential acquisition of US education software provider PowerSchool Holdings, according to a report by Bloomberg citing people with knowledge of the matter. The financing could include a $2.4bn funded term loan, a $500m delayed-draw term loan and a $300m revolver.

Buyout 98

Buyout Banks Leveraged Buyouts Private Equity Firms 98

Private Equity Wire

OCTOBER 9, 2024

Investment banks, which faced significant losses on risky merger and acquisition (M&A) loans due to a spike in global interest rates, are now aggressively returning to the leveraged buyout (LBO) market — one of the most profitable sectors in finance, according to a report by Bloomberg.

Leveraged Buyouts 97

Leveraged Buyouts Leveraging Buyout Banks 97

Private Equity Insights

MARCH 28, 2025

Recent investments under this strategy include a $400m capital injection into football helmet maker Riddell and an equity stake in GSE Worldwide, a sports talent and marketing agency. BC Partners has also entered a strategic financing alliance with investment bank Piper Sandler to support banks and specialty finance companies.

Funds 147

Funds Buyout Financing Finance 147

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

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 Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

Private Equity Insights

FEBRUARY 23, 2024

A roughly $5 billion debt deal for the buyout of health-care tech company Cotiviti Inc. was poised to become the largest such financing ever provided by private credit firms when first contemplated last year. The about-turn in the closely watched financing is the result of a tie-up between private equity firms KKR & Co.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Debt 130

Private Equity Insights

JUNE 27, 2023

Ardian raises over $20bn for secondaries fund the Paris-based PE firm has set a target for the fund of $25bn French group Ardian has amassed more than $20bn to buy stakes in private equity funds from investors, highlighting a corner of finance that is defying the broader slump in fundraising.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Funds 130

Private Equity Insights

OCTOBER 30, 2023

Carlyle, a private-equity firm, has been interviewing investment banks to hire a financial advisor that will run a sale process for Every Man Jack, the sources said, cautioning that no deal is certain. Carlyle told its staff last month it would not make new investments in U.S. Finance Can’t stop reading?

Private Equity Firms 147

Private Equity Firms Private Equity Firms Buyout Stakes 147

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. Capital is seeking $655 million of debt financing to help fund its potential purchase of. read more H.I.G.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Buyout 130

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 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 Financing Finance Leveraged Buyouts 75

Private Equity Insights

SEPTEMBER 21, 2023

The private equity owners of Stada are close to mandating investment banks to sell the German generic drugmaker or list it on the stock exchange, newspaper Handelsblatt reported on Wednesday, citing financial sources. Finance Can’t stop reading? bn) in a transaction. Source: Yahoo! takeover after an.

Capital 130

Capital Buyout Stock Exchanges Stakes 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

Private Equity Insights

AUGUST 31, 2023

Buyout firms TA Associates and Warburg Pincus have hired investment bank William Blair to advise Procare on its sale process that is expected to launch after Labor Day, the sources said, requesting anonymity because the matter is confidential. Read more Bain Capital Invests in Sales Tech Startup Apollo.io

Private Equity Firms 130

Private Equity Firms Private Equity Firms Startups Buyout 130

Private Equity Wire

JULY 16, 2024

Glovier also worked at Perseus, a Washington, DC-based lower middle-market private equity firm, where he co-led buyouts from its New York office. Glovier started his career as a consultant at The Boston Consulting Group, later working in the investment banking leveraged finance and M&A departments at Goldman Sachs.

Capital 96

Capital Private Equity Firms Private Equity Firms Consulting 96

Private Equity Insights

MAY 9, 2024

They anticipate their clients’ needs, identify opportunities for value creation, and offer strategic advice to help funds achieve their investment objectives. This may include identifying new financing opportunities, optimizing cash flow, or providing insights on market trends. Find more info here.

Banks 130

Banks Funds Financing Finance 130

Private Equity Wire

JANUARY 5, 2024

Prior to joining Behrman Capital, Thomas was a Vice President at Centre Partners where he worked on buyouts and leveraged recapitalisation transactions in the consumer and business services industries. He began his career as an Analyst in the investment banking division of Jefferies.

Capital 98

Capital Buyout Leveraging Investment Banking 98

Private Equity Insights

MARCH 17, 2023

Lately, much attention has been lavished on Ares Capital, the unit created in 2004 to provide financing for middle-market acquisitions, recapitalizations, and leveraged buyouts. Perhaps so, but resentment among banks is bound to increase as Ares pushes into another lucrative domain of theirs — funding of leveraged buyouts.

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 130

The Motley Fool

MARCH 17, 2024

Horizon Technology Finance: Dividend yield 11.4% In the world of technology-focused BDCs, Horizon Technology Finance (NASDAQ: HRZN) is one of the closest peers to Hercules. This is an interesting strategy, and has helped Ares earn a positive reputation among businesses that often go overlooked by large investment banks.

Leveraged Buyouts 130

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

The Motley Fool

AUGUST 22, 2023

According to the sources that Reuters cited, SentinelOne had hired an investment banking company to advise it on entering into discussions with would-be acquirers with interest in the cybersecurity specialist. Index Daily Percentage Change Daily Point Change Dow (0.11%) (37) S&P 500 +0.69% +30 Nasdaq +1.56% +207 Data source: Yahoo!

Investors 130

Investors Initial Public Offering Bidding Buyout 130

The Motley Fool

JUNE 27, 2024

dividend yield Horizon Technology Finance (NASDAQ: HRZN) is comparable to Hercules in that it also specializes in high-yield term loans to technology and life-sciences businesses. There are many companies in need of capital or advisory services, but they are not big enough or deemed suitable by investment banks.

Leveraged Buyouts 130

Leveraged Buyouts Initial Public Offering Buyout Venture Capital 130

The Motley Fool

FEBRUARY 27, 2024

With Hercules's dividend yield of 10.3%, the first one-third of the proposed $100,000 investment could yield $3,433 of dividend income for your portfolio. Image source: Getty Images Horizon Technology Finance: 10% dividend yield One of Hercules's biggest rivals is Horizon Technology Finance (NASDAQ: HRZN).

Leveraged Buyouts 130

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

Private Equity Wire

JANUARY 24, 2024

Ultimately though, whether a record $10bn+ deal is agreed or not, depends on how well investment banks, the traditional source of finance for leveraged buyouts, manage to regain the ground they have lost to private lenders over the past 18 months or so, said Hirschmann.

Leveraged Buyouts 74

Leveraged Buyouts Buyout Leveraging Investment Banking 74

Private Equity Wire

SEPTEMBER 24, 2024

PARTNER CONTENT By Lou Gueroeva Private Equity Business Development Lead, Zanders In the modern private equity (PE) landscape, there is a growing shift from traditional financial engineering towards operational value creation, with treasury and finance optimization becoming key drivers of sustainable returns.

Mergers and Acquisitions 95

Mergers and Acquisitions Private Equity Firms Private Equity Firms Leveraged Buyouts 95

Private Equity Wire

OCTOBER 22, 2024

Chris Holt (Boston) represents private equity sponsors and their portfolio companies in a wide range of financing transactions, including syndicated, and private credit facilities, ABL facilities, and mezzanine financings. Gwen’s practice ranges from in-court restructurings to bespoke, out-of-court liability management solutions.

Mergers and Acquisitions 75

Mergers and Acquisitions Leveraged Buyouts Private Equity Firms Private Equity Firms 75

Private Equity Wire

JANUARY 24, 2024

Investment banks including Goldman Sachs Group, Citigroup and Barclays are among a number of investment banks that are looking to take back leveraged finance deals lost to private credit lenders during the market volatility of recent years, according to a report by Bloomberg.

Leveraging 52

Leveraging Buyout Investment Banking Investment Banks 52

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

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

Pension Pulse

JULY 16, 2024

Some pension fund chief executive officers have signalled that the worst pain may be over for real estate investors as central banks have started to cut rates, giving hope that the cost to borrow money could ease. In May, BCI sold stakes in private equity funds to French buyout firm Ardian for more than US$1 billion.

Pension Funds 64

Pension Funds Buyout Assets Debt 64

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 Consulting 40

Trivest Partners

JULY 11, 2023

Firm Profile Based in New York, NY 25 Years of Experience Formed in 2020 Majority Investments Areas of Focus Technology/Media/Telecom Light Manufacturing Marketing Services Investment Criteria Consolidation Potential Strong Cash Flow $20-200M Revenue $3-20M EBITDA Q&A with David Acharya What’s the firm’s origin story?

Capital 40

Capital Private Equity Firms Private Equity Firms Buyout 40

The Big Picture

SEPTEMBER 23, 2024

So, is it, is it safe to say finance was always in the career plans? 00:02:24 [Speaker Changed] Finance and business was always in the career plans. That whole distressed debt department at city 00:06:31 [Speaker Changed] Banks are wanting to sell? I work for a really senior guy in the investment bank.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59

The Big Picture

DECEMBER 5, 2023

Were you always thinking about going into finance? What, what was it that made you say, Hey, this finance thing looks like it’s fun and interesting? 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.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

OCTOBER 31, 2023

You would have the investment bank and the founders and a whole bunch of folks do these giant road shows and they would go from New York to Boston, they’d go out to San Francisco, they would go all around the country showing off the company before the big wedding. 00:53:58 [Speaker Changed] Our final two questions.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

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. And there was no hint at the time that I would be heading into finance.

Banks 59

Banks Asset Management Assets Capital 59