Private Equity Insights

NOVEMBER 28, 2023

Amyn Hassanally, Partner and Global Head of Private Equity Secondaries at Pantheon, commented: “We are grateful for the strong support of our investors across the world who have entrusted us with their capital. Pantheon’s deep expertise in private equity secondaries attracted investments from a wide range of new and existing clients.

Funds 130

Funds Deal Flow Financing Finance 130

Axial

JUNE 20, 2024

Industrials has always been a leading industry for deal flow on the Axial platform, and Q1 of 2024 was no exception. Last quarter, the number of deals marketed in the industrials space on Axial was the highest it’s been since mid-year 2022, and it held fast (by more than 30%!)

Mergers and Acquisitions 97

Mergers and Acquisitions Deal Flow Investors Investment Banking 97

Private Equity Wire

AUGUST 9, 2024

The H1 2024 Buyout Highlights reports reveal that in the US, buyouts surged to $146bn from $108bn in H1 2023, led by Truist Insurance’s $12.3bn acquisition by Stone Point Capital, Clayton Dubilier & Rice, and Mubadala Investment.

Buyout 96

Buyout Deal Flow Leveraging Stakes 96

Private Equity Wire

JANUARY 26, 2024

Benefit Street Partners (BSP), a credit-focused alternative asset manager with approximately $75bn in AUM and a subsidiary of Franklin Templeton Investments, has closed its fifth flagship direct lending vehicle, BSP Debt Fund V, with $4.7bn of capital.

Funds 98

Funds Deal Flow Debt Asset Management 98

Private Equity Insights

OCTOBER 23, 2023

Oak Hill Advisors (“OHA”) served as a Lead Arranger for the unitranche financing to fund Bain Capital Private Equity’s (“Bain Capital”) acquisition of Harrington Industrial Plastics (“Harrington”) from Nautic Partners. and globally.

Finance 130

Finance Financing High Net Worth Individuals Collateral 130

The Motley Fool

NOVEMBER 9, 2023

Blue Owl Capital (NYSE: OWL) Q3 2023 Earnings Call Nov 09, 2023 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings and welcome to the Blue Owl Capital Corporation third quarter 2023 earnings call. billion, and we ended the quarter with net leverage of 1.13

Capital 100

Capital Private Equity Firms Private Equity Firms Leveraging 100

Axial

MARCH 14, 2024

One item of note is that while technology was ranked only the fourth highest industry as it relates to total deal flow in Axial in 2023, deals in the tech sector had the leading pursuit rate at 8.92%. Visit the Member Closed Deals page to see selected transactions that have been sourced and closed via Axial.

Mergers and Acquisitions 96

Mergers and Acquisitions Investors Deal Flow Leveraging 96

The Motley Fool

AUGUST 2, 2023

Rithm Capital (NYSE: RITM) Q2 2023 Earnings Call Aug 02, 2023 , 8:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, and welcome to the Rithm Capital second quarter 2023 earnings conference call. and Rithm Capital wasn't one of them! Image source: The Motley Fool.

Capital 100

Capital Asset Management Assets Shareholders 100

This is going to be BIG.

MAY 16, 2024

That means a lot of competition for the best deals and more difficulty in standing out. If we ever do get to the one-person unicorn, that’s going to be a lot of people trying to beat out Sequoia and Benchmark to fund its solitary round—a $2mm seed that it never looks back from for additional capital. Data wasn’t a sector.

Deal Flow 97

Deal Flow Leveraging Venture Capital Capital 97

The Motley Fool

APRIL 24, 2024

We mentioned on our last call that we will remain nimble and opportunistic, ensuring we are well positioned to capitalize on opportunities as we uncover them. While the net lease transaction market continues to sort itself out, our team is doing a tremendous job leveraging our relationships and uncovering unique opportunities.

Debt 130

Debt Leveraging Capital Finance 130

Private Equity Wire

FEBRUARY 26, 2024

The opportunistic credit team will build on the work of the special opportunities strategy and leverage the experience and direct origination network across the firm’s leading global credit platform. The opportunistic credit team will be led by Aaron Rosen and Craig Snyder, who serve as Co-Portfolio Managers of special opportunities.

Deal Flow 75

Deal Flow Leveraging Public Companies Debt 75

The Motley Fool

MAY 3, 2024

Our clients need capital, and our debt brokerage team did a fantastic job finding the appropriate capital for their needs. Importantly and atypically, over half of our Q1 debt brokerage deal flow was on non-multifamily assets in retail, hospitality, industrial, and office. billion, up 40% year over year.

Debt 130

Debt Banks Assets Capital 130

The Motley Fool

JULY 14, 2023

Our platform strategy has delivered scale and operating leverage through time, with 240 basis points of margin expansion in the last 10 years. Markets have improved since the end of 2022, and we aim to be disciplined in driving profitable growth by prioritizing investments to propel our differentiated organic growth and operating leverage.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

OCTOBER 11, 2024

And as long observed in markets, information about capital has become almost as important as capital itself. Nonoperating results for the quarter included $108 million of net investment gains, driven primarily by gains linked to a minority investment and unhedged seed capital investments. Earnings per share of $11.46

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Private Equiteer

FEBRUARY 5, 2025

In the middle market, where every deal counts, you need to be both methodical and a bit opportunistic. Building a Healthy Deal Flow Deal flow is a term youll hear in almost every PE conversation. Referrals: Good old-fashioned word-of-mouth remains one of the best sources for deal flow.

Deal Flow 52

Deal Flow Private Equity Firms Private Equity Firms Leveraging 52

The Motley Fool

OCTOBER 23, 2024

As the markets have readjusted the changing expectations around inflation and employment, our cost of capital has improved significantly. We've been able to capitalize on this shift, bolstering our fortress balance sheet during the quarter with nearly $470 million of forward equity raised via our ATM program.

Debt 130

Debt Capital Leveraging Assets 130

SuperAngel.Fund

FEBRUARY 26, 2025

Their network, deal flow and ability to evaluate companies is limited by the number of hours they have after all their other professional obligations are met. Multi-member partnerships with rigid processes and complex LP agreements add constraints and dictate exactly how and when they can deploy capital. No committees.

Angel Investors 52

Angel Investors Investing Deal Flow Leveraging 52

The Motley Fool

OCTOBER 1, 2024

Then, Brookfield Corporation CFO Nick Goodman joins Motley Fool analyst Buck Hartzell to discuss how he thinks about capital allocation. It's exciting for me at least to see companies that are willing and able to invest such capital at such rates. Use cases for augmented reality glasses New details about Southwest Airlines ' overhaul.

Asset Management 130

Asset Management Assets Capital Shareholders 130

Axial

SEPTEMBER 26, 2024

Matt Searles , Merritt Healthcare Advisors A significant challenge in healthcare is managing interest rate risk and sourcing capital to finance acquisitions Rob Chepak , TREP Advisors, LLC There are so many types of buyers that business owners need to understand early on in buyer conversations who they are talking to.

Deal Flow 52

Deal Flow Capital Finance Financing 52

SuperAngel.Fund

OCTOBER 27, 2023

This is a direct result of major changes to the capital markets which have reduced the supply of ‘risk capital’ and appetite for early stage ventures. If executed properly, Secondaries can be an extremely effective and lucrative way to acquire stakes in high-growth companies that are not actively raising capital.

Venture Capital 64

Venture Capital Deal Flow Startups Due Diligence 64

The Motley Fool

NOVEMBER 7, 2024

The combination of strong growth and operating margin expansion a material reduction in SBC and the return of capital via buybacks has driven a 56% year-over-year increase in free cash flow per share this quarter. We are also leveraging our large GSP network to grow internationally. Moving to stock-based compensation.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Accounting Debt 130

The Motley Fool

JULY 24, 2024

Our team's efforts continue to produce unique and proprietary deal flow, and we continue to identify attractive investment opportunities across all three external growth platforms. However, I think it is prudent due to the lack of current visibility into fourth quarter acquisition activity and the rapid change in our cost of capital.

Debt 130

Debt Capital Assets Asset Management 130

The Motley Fool

OCTOBER 17, 2024

We also stated our belief that an easing of the cost of capital would be very positive for Blackstone's asset values and would be a catalyst for transaction activity, including deployment and ultimately, realizations, which in turn fuel fundraising. Turning to the recovery in commercial real estate.

Debt 130

Debt Management Fees Assets Capital 130

SuperAngel.Fund

JANUARY 19, 2024

After all, a key ‘perk’ to private market investing is to capitalize on ‘private’ information that the general public may not know. If I am doing my job right the first time in “picking winners”, at least for a few subsequent rounds, our best deal flow should come from our existing portfolio.

Startups 69

Startups Due Diligence Angel Investors Deal Flow 69

The Motley Fool

FEBRUARY 29, 2024

Turning to the broad trends we saw this quarter, as I met with customers around the globe, I saw a strong desire to leverage AI to improve business processes and elevate customer experiences. To add more context around overall deal flow, EMEA grew the fastest during the quarter, followed by the Americas and APJ.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Professional Services Deal Flow 130

Pension Pulse

JULY 3, 2024

Rather than continuing to plough in capital, the investment team are now thinking more about comparing opportunities across assets and anticipating future trends. The typical four- to five-year tenor of a private debt deal means around 20 per cent of the portfolio is in perpetual motion. tied to assets including microchips.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

Insight Partners

SEPTEMBER 9, 2024

Financing led by RA Capital Management with participation from Insight Partners, NVentures, Catalio Capital Management, Eli Lilly and Company, Gaingels, and Cooley LLP Funds to support clinical development of lead programs and expansion of small molecule pipeline focused on high-value GPCR targets BOSTON, Sept. D’Cruz. “By

Deal Flow 52

Deal Flow Startups Venture Capital Financing 52

The Motley Fool

MAY 30, 2024

We believe that in time, every organization, big and small, will leverage the power of AI to transform their businesses. As the search AI company, Elastic is uniquely positioned to help our customers capitalize on the transformative possibilities that generative AI brings. Matt Hedberg -- RBC Capital Markets -- Analyst Great, guys.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) High Net Worth Individuals Leveraging Banks 130

The Motley Fool

FEBRUARY 27, 2024

We also leveraged gross profit by 76 basis points and grew adjusted EBITDA by 18%. We continue to experience healthy deal flow, which helped offset the margin impact of our system integration, which we estimate was approximately 130 basis points in the quarter. million of operating cash flow, and we invested $175.6

Banks 130

Banks Capital Financing Finance 130

Udu

APRIL 21, 2023

Inbound Platforms Inbound platforms specialize in helping firms source deals from a variety of sources, including venture capital firms, angel investors, and other private equity funds. Deal volume: The PE deal origination platform should offer a sufficient volume of deals to allow firms to find suitable investment opportunities.

Deal Origination 40

Deal Origination Due Diligence Angel Investors Deal Flow 40

The Motley Fool

FEBRUARY 15, 2024

That type of rate volatility makes it exceedingly difficult for buyers and sellers of commercial real estate to establish pricing, determine their cost of capital, and compute an IRR on the sale or acquisition of an asset. Beginning with our capital markets segment on Slide 6. Those are the challenges. But there are opportunities.

Debt 100

Debt Finance Financing Banks 100

The Motley Fool

AUGUST 29, 2024

As an example, in Q1, a leading sales enablement software company signed an expanded deal to use Elastic to incorporate GenAI across its platform. connector and custom index support for AI Assistant knowledge base, giving customers more flexibility in how they leverage the AI assistant. Please go ahead. Thanks, guys, for the questions.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Accounting Leveraging Professional Services 130

The Motley Fool

AUGUST 29, 2024

Domo was founded to help organizations leverage their data more effectively. The number of joint deals in our pipeline being worked between us and CDW partners has increased from zero to over 60 deals over just the last two quarters. This represents a completely new source of deal flow.

Leveraging 130

Leveraging Debt Finance Financing 130

The Motley Fool

MAY 9, 2024

Operating cash flow decreased to a use of $31 million from a use of $6 million in the prior-year quarter due to increased ANR investment and timing of working capital items. Free cash flow decreased to a use of $57 million from a use of $41 million in the prior-year quarter. But no change there on capital allocation.

Bidding 130

Bidding Capital Banks Legal 130

The Motley Fool

FEBRUARY 8, 2024

These megatrends are occurring amid an increasing focus by organizations to leverage digital transformation to drive business transformation. So, you can leverage all at -- all capabilities on the platform. Our next question is from the line of Keith Bachman with BMO Capital Markets. Operator Thank you. So, it's the same rate.

Taxes 100

Taxes Leveraging Capital Banks 100

The Motley Fool

NOVEMBER 14, 2023

We enabled strong operating leverage driving 160% conversion of incremental revenue to adjusted EBITDA this quarter. It is now time for us to shift our management time, focus, and attention to allocate our time to resources and capital to reaccelerating growth. Fundamental to this growth reacceleration is a refined product strategy.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Legal Leveraging Capital 100

The Motley Fool

APRIL 12, 2024

Our balance sheet is strong across the board, an intentional result of our high-quality assets, robust capital and liquidity positions, and rigorous risk management. billion in capital to our common shareholders, and that includes $500 million through share buyback. During the first quarter, we returned $1.5 First, we generated $3.1

Banks 130

Banks Mergers and Acquisitions Assets Investment Banks 130