Private Equity Wire

OCTOBER 23, 2024

When pension fund managers faced margin calls tied to liability-driven investments (LDIs) following the collapse in gilt prices, the central bank had to intervene to stabilise the market. “We Bailey also urged other central banks to introduce similar emergency measures for non-bank institutions to prevent future systemic crises.

Hedge Funds 87

Hedge Funds Buyout Private Equity Firms Private Equity Firms 87

The Motley Fool

MAY 21, 2024

The move is the latest sign that Peloton could be in real financial trouble, as the company was also said to be seeking a buyout from private equity firms, though the company did not confirm that. More troublingly, its balance sheet is weak, as it has $3 billion in liabilities and $2.4 Can Peloton survive?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Liabilities 130

The Motley Fool

MARCH 2, 2024

Every once in a blue Moon, however, a potential buyout candidate just so happens to be one because the market appears to be undervaluing that company's brand, operation, and future prospects. There's also its debt and other liabilities to cover. All-or-nothing bets just aren't our thing.

Liabilities 130

Liabilities Initial Public Offering Prospects Buyout 130

The Motley Fool

JUNE 20, 2023

Dice agreed to a buyout bid from Eli Lilly. Sanofi announced that the International Chamber of Commerce dismissed an arbitration claim from privately held Boehringer Ingelheim related to potential liability from ongoing class action litigation surrounding the heartburn medication Zantac.

Mergers and Acquisitions 130

Mergers and Acquisitions Bidding Buyout Liabilities 130

The Motley Fool

MAY 16, 2024

With so much debt already on their balance sheets, the last thing telecom companies need is a potential multibillion-dollar liability. Further, liability claims are typically handled in the U.S. At the time the buyout was completed, NJOY had received a half-dozen marketing granted orders (MGOs) from the U.S. court system.

Liabilities 130

Liabilities Debt Exchange-Traded Funds Buyout 130

Blackstone

AUGUST 8, 2024

6 Figure 1: Financing the Real Economy with Private Credit 7 The Private Credit Advantage for Investors The investor base has evolved alongside the growth of private credit markets, expanding from liability-driven insurance funds to pension capital and sovereign wealth funds to individual investors.

Finance 121

Finance Financing Amortization Banks 121

Private Equity Wire

OCTOBER 22, 2024

Gwen’s practice ranges from in-court restructurings to bespoke, out-of-court liability management solutions. Daniel Gwen (New York) has more than a decade of experience advising companies, creditors, and sponsors in high-profile and complex distressed financial situations. 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

The Motley Fool

NOVEMBER 8, 2024

NAV is defined as total assets minus total liabilities and is also reported on a per share basis. They did take part in the buyout and then they'd come back a year or two years into it after it's performed well and refinance us at a much cheaper rate. The Motley Fool has no position in any of the stocks mentioned.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

Cobalt

AUGUST 9, 2024

Key Takeaways Among the seven strategies there are three standouts: buyout, venture capital, and growth equity. The other strategies take the benchmark pattern of buyouts a step further. The information contained in this blog post is not legal, tax, or investment advice.

Buyout 52

Buyout Venture Capital Investing Legal 52

Cobalt

NOVEMBER 14, 2023

Playing the Long Game: Comparing VC & Buyouts Across Different Time Horizons Within private markets, there’s often a focus on core metrics such as internal rates of return, multiples, and public market equivalents. Looking Ahead Given this current trend, you might expect buyout funds to be a stronger investment in coming quarters.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

Cobalt

MARCH 18, 2024

Law of Averages: Comparing 3 Decades of Commitments Among Buyout, Venture Capital, and Credit Funds In private markets, we regularly analyze three main facets of our Cobalt market dataset— performance, fundraising, and cash flows—to gain insight into the fund commitments that limited partners (LPs) have made across their portfolios.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

Private Equity Wire

APRIL 3, 2025

Executives at major buyout firms are delaying relocations from the US to London as uncertainty over the tax landscape grows. One European head of a leading US buyout firm noted, Some individuals are hesitant to commit to moving or even spending time in the UK until there is more certainty on the tax basis.

Taxes 40

Taxes Private Equity Firms Private Equity Firms Buyout 40

Cobalt

SEPTEMBER 14, 2023

In the chart below, t he Q4 benchmark for each investment style illustrates how a Limited Partner ( LP ) may assess their portfolio weightings in the region. Key Takeaways Unsurprisingly, venture capital and buyout funds have the highest first quartile returns. This blog post is for informational purposes only.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

Cobalt

MARCH 8, 2023

Ambition and Caution: A Comparison of Buyout and Venture Returns from 1998-2021 Given the wild drawdown in 2022 , we analyze d where seasick institutional investor s could bolster the stability of their portfolio s. Through two separate drawdowns from 1999-2008 , the average buyout fund held above a 1.5x return on its investment.

Buyout 52

Buyout Venture Capital Investment Horizon Legal 52

Pension Pulse

APRIL 25, 2024

Paula Sambo of Bloomberg reports Canada pension fund's credit head wants to take advantage of leveraged buyout boom: Canada’s largest pension fund plans to nearly double the size of its credit holdings over the next five years, and it’s counting on an upturn in leveraged buyouts to generate some of that growth. There’s pent-up demand.

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

Pension Pulse

SEPTEMBER 30, 2024

billion) private equity portfolio will be split, with Michael Block leading the global funds strategy, while Eric Haley continues to oversee the North American buyout program. This new strategy will complement, rather than compete with, our buyout strategy, ensuring a diversified investment approach,” the spokesperson said. “A

Buyout 59

Buyout Pension Funds Investing Mergers and Acquisitions 59

The Motley Fool

APRIL 18, 2024

We'll discuss asset and liability dynamics that are driving our NIM expansion in a few slides. Turning to liabilities, cost of funds moved up within the quarter, driven primarily by higher deposit costs. These hedges are serving as an effective bridge while our retail auto loan portfolio is repricing higher over time.

Taxes 130

Taxes Banks Finance Financing 130

Cobalt

OCTOBER 14, 2024

This is a helpful pairing to highlight how different environments effect credit. Conversely, credit much more closely follows a strategy like buyouts. In fact, over the 20-year sample period, credit and buyout returns were within 1% of each other for 23 quarters, or 28% of the time.

Venture Capital 52

Venture Capital Returns Capital Buyout 52

Cobalt

JANUARY 10, 2023

Rather, it may be linked to overall fund sizes being smaller, on average, in alternative investment styles compared to traditional styles such as buyouts, for example. Looking Ahead: As demand and fund sizes continue to grow in alternative investment styles, average commitments might resume an upward trajectory in the years to come.

Buyout 52

Buyout Legal Liabilities Taxes 52

Cobalt

OCTOBER 4, 2022

Key Takeaways: In the chart above, ‘Europe – Western’ acts as a proxy for UK Buyout performance. Unsurprisingly, ‘European Buyout’ offers a premium to public market performance over that period. This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Buyout 52

Buyout Legal Liabilities Taxes 52

Cobalt

JANUARY 22, 2025

Private Equity Performance: Large Strategies Versus Funds of Funds, Co-Investments, and Secondaries In private equity, the large strategies of buyouts, venture capital, credit, and real estate naturally grab the headlines as the biggest players in the industry. This blog post is for informational purposes only.

Funds 52

Funds Buyout Venture Capital Investing 52

Hedgestone

JULY 11, 2023

Limited Liability Company (LLC): If the business is an LLC, the buyer will purchase the departing member’s membership interest. This can be done through a business valuation, which considers various factors such as revenue, assets, and liabilities. If you have the funds available, you can simply pay the purchase price in full.

Due Diligence 40

Due Diligence Buyout Legal Liabilities 40

Cobalt

OCTOBER 12, 2023

With a more volatile environment, it will be interesting to see if the unexpected observations in the venture capital and buyout lower quartile returns revert back to the average benchmark moving forward. This blog post is for informational purposes only. The information contained in this blog post is not legal, tax, or investment advice.

Buyout 52

Buyout Venture Capital Legal Liabilities 52

Hedgestone

JUNE 27, 2023

Partnerships can take many different forms, including general partnerships, limited partnerships, and limited liability partnerships. In some cases, it may be possible to negotiate a buyout of your partner’s share of the business. In exchange, each partner shares in the profits and losses of the business.

Legal 52

Legal Buyout Mergers and Acquisitions Consultants 52

Cobalt

JUNE 14, 2023

Key Takeaways To start, let’s dive into buyout fund liquidity over time. FactSet does not endorse or recommend any investments and assumes no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.

Buyout 52

Buyout Legal Liabilities Taxes 52

The Motley Fool

NOVEMBER 7, 2024

billion, which increased from Q2, in part from the buyout of a construction loan at Carvers Creek. billion in net proceeds from the renewable sale after off-balance sheet construction loan obligations and other renewable liabilities are satisfied. Our Q3 balance sheet debt, including continued and discontinued operations is $8.7

Debt 130

Debt Taxes Best Practices Depreciation 130

Clearlake Capital Group

JANUARY 24, 2025

Charlesbank focuses on management-led buyouts, growth capital financings, opportunistic credit, and technology investments. About Charlesbank Capital Partners Based in Boston and New York, Charlesbank Capital Partners is a middle-market private investment firm with approximately $19 billion of assets under management as of 9/30/24.

Shareholders 45

Shareholders Legal Mergers and Acquisitions Private Equity Firms 45

The Motley Fool

AUGUST 2, 2024

These investments include the aforementioned buyout of our 51% JV partner and 63 care homes in the U.K. I'm wondering if you could give us some more color just on the buyout of your partner's stake in the Cindat joint venture. The new investments have a weighted average cash yield of 10.4% and include the following: a $62.7

Investors 130

Investors Debt Assets Capital 130

The Motley Fool

JANUARY 19, 2024

Margin has been pressured as we've progressed through the tightening cycle, given the liability sensitive nature of our balance sheet. Turning to liabilities, cost of funds moved up within the quarter, in line with expectations. Earning assets were down on a linked-quarter basis, driven mainly by the sale of $1.7

Finance 130

Finance Financing Banks Taxes 130

The Motley Fool

NOVEMBER 6, 2024

Acquired IPR&D was $505 million, which reflects the $320 million buyout of global Livdelzi royalties from Janssen announced in August, and the $35 million upfront expense to initiate a new AI partnership with Genesis, in addition to ongoing collaboration expenses. Operating margin for the third quarter was 43%.

Taxes 130

Taxes Buyout Education Portfolios 130

The Motley Fool

JULY 5, 2024

Then, William Cohan from Puck joins Ricky to discuss his reporting on Paramount Global and its future after it turned down a buyout deal from Skydance Media. Does that have any legal liability attached to it? To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. To me, it's probably a net even.

Shareholders 130

Shareholders Capital Assets Banks 130

The Motley Fool

FEBRUARY 22, 2024

Are there any like notable flips coming up, potential buyouts, anything that sort of changes the CAFD profile of the existing assets over the next three to five years? Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has a disclosure policy.

Debt 147

Debt Capital Finance Financing 147

The Motley Fool

OCTOBER 31, 2024

The new investments include the previously announced buyout of our 51% JV partner in 63 care homes in the United Kingdom. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The 63 care homes are leased to two established U.K.

Investors 130

Investors Assets Capital Legal 130

The Motley Fool

AUGUST 9, 2024

Our construction loan balance has fallen to $405 million due to the buyout of the New Market Solar and Shady Oaks II projects. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Turning now to a brief update on our renewables energy group.

Debt 130

Debt Capital Assets Shareholders 130

The Motley Fool

FEBRUARY 14, 2025

John Tumazos -- John Tumazos Very Independent Research -- Analyst If I could ask one more, and I'm not trying to take a swipe at the planning a year or two ago, but the camp and the fixed costs at -- in the Yukon were well-known before the Alexico buyout and the Wheaton Precious Metals buyout of the stream.

Leveraging 130

Leveraging Capital Assets Shareholders 130

Pension Pulse

AUGUST 15, 2024

Given our known liabilities, this is a strategy that works for us, I can't comment on others want to do. The diversification we have, you never know which assets are going to deliver on any given quarter or six-month period but that all being said, these collective assets for us are creating real stability.

Pension Funds 59

Pension Funds Assets Liabilities Portfolios 59

The Motley Fool

AUGUST 6, 2024

That rumor is not factual, and we are not having any conversations about a buyout with Neste. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Mannen -- President Yes. Sure, Neil. Let me address the Neste one, first. I heard you mention that.

Capital 130

Capital Assets Finance Financing 130