The Motley Fool

MARCH 15, 2024

One day, Bitcoin will hit a peak for this cycle, and it would be a shame to see your portfolio grow, reach some of your financial goals, and then miss an opportunity to lock in gains because you don't have an exit strategy. Again, this is just another reason to have an exit strategy in place.

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Exit Strategy Assets Portfolios Returns 130

The Motley Fool

JUNE 16, 2023

Exits mature assets and recycles the capital into new investments. The company believes this strategy will help grow its funds from operations (FFO) per share by more than 10% annually over the long term. Brookfield's strategy has been on full display this year. Enhances them through operations-oriented management.

Exit Strategy 130

Exit Strategy Private Equity Firms Private Equity Firms Bidding 130

The Motley Fool

JUNE 23, 2024

Here's why I'm contemplating a partial sale and my potential exit strategy. While Buffett hinted that he has been selling Apple for tax purposes (in case capital gains taxes rise following the election), taxes aren't an issue in my case. My outsized exposure to Apple stock has made me consider trimming my position.

Exit Strategy 130

Exit Strategy Taxes Stakes Portfolios 130

Private Equity Wire

APRIL 10, 2024

Seward & Kissel’s new practice will continue the firm’s work for lenders and other parties in various industries using direct lending for acquisitions, working capital, rescue financing and other needs.

Exit Strategy 75

Exit Strategy Law Firms Asset Management Financing 75

Private Equity Insights

JULY 6, 2023

Private equity firms with an investment focus on Europe raised less than two-thirds the capital of what they were able to raise in 2021 and 2020 (-37% vs both years) back to pre-pandemic levels. As a result, private equity fundraising fell to the lowest level since 2018.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Investing Exit Strategy 130

Private Equity Wire

JANUARY 17, 2024

The greater optimism among managers with bigger funds reflects the longer-term trend for investors to allocate more capital to larger private equity platforms. This has added another layer of complexity to exit strategies and fundraising efforts, impacting GPs’ track records.

Exit Strategy 98

Exit Strategy Leveraging Financing Debt 98

Private Equity Wire

JANUARY 8, 2024

In turn, stock markets showed decreased appetite for IPOs leading to challenges with a traditional investment exit strategy for private equity fund investments, a drop in asset valuations and a subsequent slowdown in fundraising due to liquidity challenges.

Assets 98

Assets Best Practices Exit Strategy Financing 98

Axial

MARCH 11, 2025

Answer questions from another buyer preparing to submit an IOI while verifying their capital sources to determine if its wise to move forward. In a given week, an advisor can: End contact with a buyer who requested the CIM but raised a red flag in response to one of your questions.

Due Diligence 52

Due Diligence Consultants Consulting Leveraging 52

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 Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

Axial

FEBRUARY 13, 2025

Independent Sponsor Transportation Services Couldn't Secure Financing The firm was unable to secure the equity for the capital raise after engaging with all the matched investors. To subscribe to Exit Ready, enter your email below. Axial is the trusted deal platform serving the lower middle market ($2.5-$250M

Due Diligence 52

Due Diligence Mergers and Acquisitions Exit Strategy Financing 52

Axial

MAY 4, 2023

These league tables can serve as an information resource for business owners and investment firms who are actively seeking to hire a vetted M&A advisor to assist them in navigating exit strategy. Find An Investment Banker to Help Sell Your Business Congratulations to the top 25 investment banks!

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Private Equiteer

FEBRUARY 28, 2023

Why Companies Do PIPE Deals Public companies have several options for raising capital: Debt from direct lenders or issuing bonds Rights issues Secondary offerings And finally, PIPE deals Debt is almost always cheaper than equity, and raising equity from the public is usually cheaper than dealing with sharps like hedge funds, PE, and Uncle Warren.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investing Fee Structure 52

Axial

OCTOBER 26, 2023

” Visit Vista’s Profile “The Peakstone Group is an investment bank that specializes in mergers and acquisitions advisory and capital raising for middle market clients. Advisor to: Investment managers in the alternative-asset classes, including venture capital, private equity, and hedge funds. DelMorgan & Co.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

MAY 28, 2024

Also, Whole Foods co-founder John Mackey talks through lessons learned about life and business and his book The Whole Story: Adventures in Love, Life, and Capitalism. We were down 90% and we traded onto new highs, got our all-time market capitalization high of about 24 billion. Two stocks worth watching: Shopify and T. Rowe Price.

Investors 130

Investors Stakes Consultants Consulting 130

Axial

JULY 27, 2023

Top 25 Investment Banks Rank Firm HQ 1 FOCUS Investment Banking VA 2 ASA Ventures Group CO 3 Vertess Healthcare Advisors, LLC TX 4 Woodbridge International CT 5 Plethora Businesses CA 6 Murphy McCormack Capital Advisors PA 7 Merritt Healthcare Advisors CT 8 Vista Business Group KS 9 Peakstone Group IL 10 Meritage Partners, Inc.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

Hedgestone

JUNE 17, 2024

The sale can result in significant capital gains, and planning with a tax advisor can help optimize your financial outcome. The market’s readiness plays a crucial role in determining the success of your exit strategy. Moreover, it’s necessary to understand the tax implications of selling your stake.

Legal 52

Legal Consultants Consulting Stakes 52

Hedgestone

JUNE 17, 2024

If the sale can facilitate a more relaxed lifestyle or provide the capital for other passions, it might just be the right move. Moreover, if running the business no longer aligns with your personal goals, or if maintaining it is financially strenuous, selling could offer a worthwhile resolution and potentially lucrative exit strategy.

Exit Strategy 52

Exit Strategy Amortization Depreciation Earnings Before Interest 52

The Motley Fool

APRIL 25, 2024

Luisa Hector -- Berenberg Capital Markets -- Analyst Hello. I wonder if we could just get an update on consumer factors that will determine your exit strategy and the timing and pros and cons of the different exit routes for maximizing shareholder value. Operator The next question is from Luisa Hector from Berenberg.

Education 130

Education Banks Shareholders Assets 130

Axial

JANUARY 15, 2025

Launching Your Exit (912 Months Out) Once youre ready to take your business to market, the next step is launching your business exit strategy and engaging with potential buyers. This provides an early glimpse into potential exit terms. The buyer submits an LOI ( Letter of Intent) , which well cover in the next section.

Due Diligence 59

Due Diligence Consultants Consulting Exit Strategy 59

The Motley Fool

JANUARY 28, 2024

We also found that of the components of GDP that add value, say, for capital versus labor, it was mainly operating through the labor channel and not so much through the capital channel. That was, to some extent, surprising to us. It wasn't the result that we necessarily expected.

Stock Market 130

Stock Market Stock Market Funds Returns 130

Insight Partners

MAY 30, 2024

A focus on cash flow has helped the company weather economic storms and allowed it to grow with very little outside capital. “We We don’t often talk about financial goals or exit strategies here. Luckily, Ahlberg has already proven a steady hand at the tiller. We haven’t needed to raise a lot of money,” he explains. “In

Exit Strategy 69

Exit Strategy Leveraging Banks Shareholders 69

Private Equity Insights

MARCH 24, 2025

The possible sale follows a series of high-profile exits from software and healthcare technology firms. In a recent example, Warburg Pincus, alongside management, exited a 90% stake in electronic health records company Modernizing Medicine in a $5.3bn deal with Clearlake Capital, generating nearly a 10x return.

Bidding 147

Bidding Exit Strategy Private Equity Firms Private Equity Firms 147

Private Equity Insights

MARCH 4, 2025

Bernasek sees IPOs as a compelling value driver, noting that Carlyle typically lists companies at twice their original valuation and exits at three times the initial investment. The private equity giant anticipates a resurgence in dealmaking despite a slow start to the year, driven by improving economic conditions and market stability.

Leveraged Buyouts 147

Leveraged Buyouts Buyout Exit Strategy Bidding 147

Private Equity Wire

DECEMBER 20, 2024

Brookfield is one of a number of private equity funds adopting a cautious approach to European deals, despite having ample cash, choosing to focusing on exit strategies before committing to new acquisitions, according to a report by Reuters.

Mergers and Acquisitions 97

Mergers and Acquisitions Exit Strategy Private Equity Firms Private Equity Firms 97

Private Equity Wire

DECEMBER 10, 2024

Limited Partners (LPs) are adopting a more cautious approach to reinvestments, with 88% planning to decline reinvestment opportunities with some existing General Partners (GPs) over the next year, according to Coller Capitals latest Global Private Capital Barometer.

Exit Strategy 97

Exit Strategy Assets Capital Portfolios 97

Axial

FEBRUARY 11, 2025

There are several types of exit strategies for small businesses, each requiring careful planning. In this post, we focus on developing an exit strategy to sell your business through the mergers and acquisitions (M&A) process.

Exit Strategy 40

Exit Strategy Due Diligence Consultants Consulting 40

The Motley Fool

FEBRUARY 22, 2025

That's why the expression is more about buying high-quality businesses with no planned exit strategy. Instead, they are excellent capital allocators that buy and manage independent businesses and brands. Ideally, you buy a world-class company, and the stock rewards you with steady returns over generations.

Exit Strategy 100

Exit Strategy Conglomerates Shareholders Portfolios 100

Axial

JANUARY 27, 2025

These include evaluating your companys value amidst evolving healthcare regulations, developing a comprehensive handover plan, and targeting buyers who have the expertise and capital to acquire and operate a healthcare business. Your advisor might approach Honor Health if you operate in the home care sub-sector.

Due Diligence 52

Due Diligence Exit Strategy Bidding Consultants 52

Pension Pulse

JUNE 5, 2024

If you have too little liquidity, your best case scenario is that at some point you will have permanent loss of capital. Against this backdrop, it is understandable that the government wants to engage with the largest pools of capital in the country to explore solutions to this challenge. The second pitfall is making big bets.

Pension Funds 59

Pension Funds Private Equity Firms Private Equity Firms Assets 59

The Motley Fool

JANUARY 30, 2025

Tammy will follow to walk through cost performance and outlook to also discuss our fleet strategy and cover balance sheet and capital allocation. We're making great progress with our strategic initiative portfolio, our fleet monetization strategy, and our capital allocation plan.

Shareholders 130

Shareholders Capital Investors Returns 130

Pension Pulse

MARCH 18, 2025

He joined the plan in 2013 as executive vice president and global head of infrastructure, then became global head of capital markets in 2021. After that, I was asked to lead the capital markets, which is the other half of the balance sheet, for two years. It seems operational efficiency could be Bergs middle name. billion ($96.12

Pension Funds 59

Pension Funds Assets Stakes Capital 59