Private Equity Insights

AUGUST 14, 2023

” Advisors for the vendors were Piper Sandler (Corporate Finance); Ashurst (Legal); and Deloitte (Financial and Tax Due Diligence). Management was advised by Burness Paull (Legal). Endless were advised by Walker Morris (Legal); KPMG (Tax); Lodestone (Political); Jacksonbreen (IT); and PwC (Debt).

Private Equity Firms 130

Private Equity Firms Private Equity Firms Due Diligence Legal 130

The Motley Fool

AUGUST 9, 2024

Main Street Capital (NYSE: MAIN) Q2 2024 Earnings Call Aug 09, 2024 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings and welcome to the Main Street Capital second quarter earnings conference call. Should you invest $1,000 in Main Street Capital right now?

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Debt 130

Private Equity Insights

JUNE 28, 2023

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up Landmark was founded in 1997 by ex-investment banker Earl ‘Trip’ Samson III and his wife Allyson Samson as Compton Capital Partners. Landmark is Rosemont’s second RIA investment since adopting the permanent capital model.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Due Diligence 130

The Motley Fool

MARCH 2, 2024

In this podcast, Motley Fool host Ricky Mulvey and analyst Jim Gillies discuss: How a merged Capital One and Discover Financial Services would compare to the big banks. Ricky Mulvey: The story this morning that is unavoidable is the Capital One wants Discover. First and foremost, why does Capital One want this business?

Financial Services 130

Financial Services Capital Mergers and Acquisitions Banks 130

The Motley Fool

JUNE 14, 2024

At the same time, Apple's success in dazzling the AI-obsessed crowds may have caused investors to ignore a growing threat from the one entity that might actually be more powerful and better capitalized than Apple: the U.S. government.

Due Diligence 100

Due Diligence Bidding Legal Capital 100

Private Equity Wire

SEPTEMBER 28, 2023

It’s not a deal breaker, but it did mean we had to change our processes, spend more legal time and resources, and educate investors all over again about what the changes meant,” says Emilie Huyghues Despointes, ESG Officer at MV Credit. Smaller organisations are feeling the impact.

Due Diligence 98

Due Diligence Legal Education Assets 98

Private Equity Wire

SEPTEMBER 6, 2023

Cibus Capital sells Innoliva to Fiera Comox Submitted 06/09/2023 - 11:16am Cibus Capital's (Cibus) Cibus Fund I has signed a share purchase agreement to sell the Iberian extra virgin olive oil producer and processor, the Innoliva Group (Innoliva), to the global private asset manager, Fiera Comox Partners (Fiera Comox).

Due Diligence 52

Due Diligence Capital Legal Asset Management 52

FinSMEs

SEPTEMBER 19, 2023

a New York-based global provider of corporate compliance and transactional legal support services, acquired Tax Guard, LLC, a Colorado-based tax risk due diligence and monitoring services provider, from Falfurrias Capital Partners. Cogency Global Inc., Terms of the transaction were not disclosed.

Taxes 64

Taxes Due Diligence Legal Capital 64

Private Equity Wire

APRIL 23, 2024

Previously, Jessie was Investment Committee member for Partners Group’s Asia Pacific & Emerging Markets Primary Investments, managing circa USD 1bn in capital deployment across primary, secondary and direct investments. Jessie holds a BS degree from the Leonard Stern School of Business from New York University.

Best Practices 97

Best Practices Due Diligence Debt Legal 97

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. The process is intense and involves business and market analysis, creating legal documents, preparing marketing materials, and negotiations. This phase helps you verify your readiness to sell.

Due Diligence 97

Due Diligence Mergers and Acquisitions Consultants Consulting 97

Private Equity Wire

FEBRUARY 29, 2024

Ahead of the Private Equity Wire US Emerging Managers Summit , Joe Briggs, Founder & Managing Partner at Briggs Capital Formation, provides insight for new and emerging managers on the topic of deal-by-deal structures and what to look out for ahead of raising a fund.

Due Diligence 97

Due Diligence Prospects Capital Funds 97

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

Axial

FEBRUARY 15, 2024

Ensure financials are GAAP-compliant and ready for scrutiny; if they aren't, have a Quality of Earnings done pre-marketing process and be ready for due diligence. - William McDonald , McDonald Dalton Capital Partners The best thing that a seller can do is to make themselves redundant in the day-to-day operation of the business.

Due Diligence 64

Due Diligence Education Investment Banking Investment Banks 64

The Motley Fool

NOVEMBER 8, 2024

Let me begin with some comments on our capital allocation priorities. We are focused on growth in both our core business and expansion into industrial filtration, and we'll continue to allocate our capital to fuel this growth. Operator And your next question comes from the line of Bobby Brooks with Northland Capital Markets.

Capital 130

Capital Due Diligence Legal Bidding 130

Axial

JANUARY 30, 2024

Visit FOCUS Investment Banking’s Profile “The Peakstone Group is an investment bank that specializes in mergers and acquisitions advisory and capital raising for middle market clients. Given our hourly billing model, we are able to work on transactions that are as small as $500k in EBITDA, all the way up to +$10M in EBITDA.

Investment Banks 105

Investment Banks Investment Banking Banks Mergers and Acquisitions 105

Axial

FEBRUARY 22, 2024

In most transactions, the disclosing party is the business seeking capital or investment, and the receiving party is the investor. Neglecting the NDA’s importance could lead to legal complications later on. Ensuring these parties have access to the confidential information is critical for due diligence and analysis.

Legal 52

Legal Due Diligence Education Finance 52

Sara Grillo

DECEMBER 11, 2023

Today I have Paul Barry, CEO of Middle Street Capital. Please conduct your own due diligence and come to your own decision. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. Let’s talk about it.

Consultants 59

Consultants Consulting Due Diligence Education 59

Axial

FEBRUARY 13, 2025

Broken Executed LOIs By Reason – Select Broken Executed LOIs Buyer Type Industry Reason Anecdote Private Equity Healthcare Services Non-QoE Diligence Finding The deal died when legal and regulatory issues were uncovered during diligence became worse. Axial is the trusted deal platform serving the lower middle market ($2.5-$250M

Due Diligence 52

Due Diligence Mergers and Acquisitions Exit Strategy Finance 52

Axial

DECEMBER 16, 2024

This will allow you to confidently address any questions buyers may have during due diligence. A third-party Quality of Earnings (QofE) assessment can validate your financials, identify issues to resolve, and expedite due diligence, ensuring a smoother sale.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Accounting 40

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Private Equiteer

SEPTEMBER 20, 2022

This is the course that many reputable investment banks (Goldman Sachs, Evercore, JP Morgan, Morgan Stanley) and mega funds (KKR, Bain Capital, Carlyle) choose to train their new hires which speaks to the quality. The authors clearly have real world experience and keep the fluff to a minimum.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Investment Banking 52

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. Puffer says the pair represents a new level of talent and leadership that is now embedded into investment teams, weighing in on due diligence.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

Fortune Financial

MAY 4, 2023

Yet, it’s important to do due diligence and carefully research each investment opportunity before making any decisions. Venture Capital Another option is to invest in private 3D printing startups through venture capital firms. Companies can better utilize capital using 3D printing.

Due Diligence 52

Due Diligence Investing Crowdfunding Startups 52

The Motley Fool

AUGUST 3, 2023

These candidates are moving through our approval process very quickly, and we have over 50 other candidates that are in various stages of our due diligence pipeline. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Due Diligence 189

Due Diligence Legal Debt Education 189

Udu

MAY 24, 2023

According to Bain & Company, global funds raised across the full private capital spectrum hit $1.2 Conduct thorough due diligence Comprehensive due diligence is critical to obtaining accurate and reliable information about the target company. In fact, private equity fundraising has seen a substantial rise.

Due Diligence 40

Due Diligence Best Practices Leveraged Buyouts Collateral 40

The Motley Fool

FEBRUARY 28, 2024

Another example, DLA Piper, a global law firm pioneering technology innovation in the legal sector, worked with C3 AI to create a first-of-kind generative AI application to streamline the analysis of complex legal agreements. We continue to be very well capitalized and closed the quarter with 723.3 million, which is down 28.8%

Liabilities 130

Liabilities Due Diligence Professional Services Legal 130

The Motley Fool

AUGUST 9, 2023

As we announced on July 17th, our board, after consultation with its financial advisor and outside legal counsel, unanimously determined that the July 13th revised unsolicited proposal by 3D Systems Corporation would reasonably be expected to result in a superior proposal as defined in Stratasys merger agreement with Desktop Metal.

Mergers and Acquisitions 130

Mergers and Acquisitions Shareholders Capital Due Diligence 130

Hedgestone

JULY 10, 2023

It’s a crucial step in the buying and selling of businesses, and it’s also necessary for tax purposes, financial reporting, and legal matters. Apply a capitalization rate to the average annual net income to arrive at the business’s value. Multiplying $100,000 by 23% gives a business valuation of $430,000.

Liabilities 52

Liabilities Due Diligence Assets Amortization 52

Sara Grillo

AUGUST 25, 2023

Please conduct your own due diligence and come to your own decision. Three Creeks Capital – Ryan A. 56 Capital Partners www.56capitalpartners.com Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor.

Accounting 52

Accounting Consultants Consulting Due Diligence 52

SuperAngel.Fund

MARCH 24, 2023

To get it off the ground we needed outside capital, so I pitched everyone I knew or who was willing to listen. I spent countless hours making investor intros, hosting pitch events, copy editing emails, providing deck feedback, introducing them to my top legal advisors, and more. Six of us invested $350,000.

Angel Investors 59

Angel Investors Due Diligence Legal Deal Flow 59

Pension Pulse

OCTOBER 23, 2024

“The SBA is always evaluating opportunities to reposition investments in the fund, and to shift between strategies when those decisions can optimize our portfolio and maximize return,” Emily Percival, the Florida SBA’s director of external affairs and special projects legal counsel, said in an emailed statement. “As

Funds 59

Funds Stakes Due Diligence Assets 59

Zajac Group

JULY 8, 2024

Even the basics can be encumbered by jargon, legal rules, and potential tax traps associated with each type. As you do your due diligence on your equity compensation offer, here are four important details to focus on: Vesting : When will your equity stake go from unvested to vested? Let’s dive into some of the details.

Taxes 52

Taxes Legal Due Diligence Stakes 52

Hedgestone

JULY 10, 2023

Depending on the structure of the sale, you may be subject to capital gains taxes, which can be substantial. Due Diligence and Closing Once a buyer has been identified, we can assist with the due diligence process to ensure that the buyer is qualified and can successfully operate the business.

Due Diligence 40

Due Diligence Mergers and Acquisitions Consultants Consulting 40

The Motley Fool

AUGUST 10, 2023

But the capital required to build a highly controlled environment to grow orchids in North America is a barrier. With some growth capital, which will be fully funded from a committed bank facility, this one 1.6 In short, we have the capital, plan, and staying power to create value for our shareholders as we build a world-class company.

Due Diligence 130

Due Diligence Capital Debt Shareholders 130

Hedgestone

JULY 10, 2023

The most common methods of the income approach are the discounted cash flow (DCF) method and the capitalization of earnings method. HedgeStone’s dedicated professionals will assist you with every aspect of the purchasing process, from due diligence to negotiating the best deal.

Liabilities 52

Liabilities Due Diligence Mergers and Acquisitions Assets 52

Pension Pulse

SEPTEMBER 6, 2023

Since 2021, the regulator has pushed the sector to improve how it values assets that range from venture capital to office blocks. In fact, there is already legal pushback from the industry. Private assets are popular in Australia's A$2.4 The suit was filed in the 5th U.S. Circuit Court of Appeals.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64