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.

Financing 130

Financing Finance High Net Worth Individuals Collateral 130

Private Equity Insights

JULY 18, 2023

The Fund focuses on asset-based specialty private credit investments in a variety of trade formats across a broad array of collateral types within consumer, real asset, and other specialty lending markets.

Assets 130

Assets Private Equity Firms Private Equity Firms Collateral 130

The Motley Fool

APRIL 24, 2024

Thanks to fast portfolio growth and impressive operating leverage, servicing income reached $273 million. Finally, we did an outstanding job generating positive operating leverage, with expenses up only $6 million sequentially, despite our rapid growth. On a year-over-year basis, the portfolio is up 33%. We run them.

Leveraging 246

Leveraging Amortization Bidding Collateral 246

Blackstone

AUGUST 8, 2024

A powerful shift is underway in credit markets as private lenders partner with banks to finance real economy assets. The first phase started with corporate direct lending, where lenders financed smaller, middle-market companies. Private capital financed 86% of LBO transactions in 2023, up from 65% in 2021.

Financing 121

Financing Finance Amortization Banks 121

The Motley Fool

NOVEMBER 10, 2023

EPR owns physical properties, while AGNC invests in mortgages that have been pooled into bond-like investments often called collateralized mortgage obligations (CMOs), or something similar. Leverage, meanwhile, plays an important role for mortgage REITs, with the portfolio of CMOs often acting as collateral.

Collateral 130

Collateral Leveraging Assets Portfolios 130

The Motley Fool

JUNE 23, 2023

Generally, this comes in the form of mortgages that have been pooled together into bond-like securities called collateralized mortgage obligations (CMOs), or something similar. Adding to the concern here, REITs like Annaly often use leverage to enhance returns. In this way, it is something like a mutual fund or asset manager.

Capital 130

Capital Collateral Mutual Funds Assets 130

The Motley Fool

OCTOBER 31, 2024

We are executing our strategy of both product and client segment diversification while leveraging technology to increase operating efficiency and enhance the customer experience. It's looking at opportunities for flow or new sales financing, as well as third-party blocks. So it's ongoing, looking at our own balance sheet optimization.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

OCTOBER 23, 2024

If you're looking for stocks that pay you to hold them, now is a great time to look at the telecommunications and specialty finance industries. At the same time, AGNC is heavily leveraged, which makes it very sensitive to interest-rate volatility. This mREIT and its peers use their MBS portfolios as collateral.

Collateral 130

Collateral Debt Leveraging Portfolios 130

The Motley Fool

FEBRUARY 8, 2024

And we achieved these results with lower economic leverage, which declined to 5.7 We believe that our performance on the year demonstrates the value of our diversified housing finance model and our disciplined portfolio and risk management. turns at the end of the quarter. The MSR portfolio had a three-month CPR of 2.9%

Capital 130

Capital Leveraging Banks Assets 130

The Motley Fool

JUNE 17, 2023

Dylan Lewis: How office space went from a story about how we work to a story about how we finance. What they are trying to do is lend, and then take that collateral if those loans go bad, and then recycle that collateral into more cash. Motley Fool Money starts now. Bill, great to have you. Bill Mann: Hey, Dylan.

Banks 243

Banks Collateral Stakes Assets 243

The Motley Fool

OCTOBER 24, 2024

Economic leverage ticked down slightly to 5.7 And within these coupons, only a small fraction of our pools are backed by generic collateral and approximately 70% have what we would characterize as high-quality prepayment protection and the benefits of our collateral selection were best seen in the latest prepayment report.

Capital 130

Capital Leveraging Collateral Assets 130

The Motley Fool

MAY 1, 2024

Plus, Motley Fool host Alison Southwick and personal finance expert Robert Brokamp answer listener questions about tracking investments, leveraged shares, and life insurance. Could anyone shed some light on how leveraged shares such as AMZU, NVDU, SOXL on the bullish side and others on the bearish side operate? or 3x leverage.

Banks 130

Banks Leveraging Debt Assets 130

The Motley Fool

JULY 27, 2024

Nathaniel Eliason is the author of Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance. Ricky Mulvey: I'm Ricky Mulvey and that's Nathaniel Eliason, the author of Crypto Confidential, Winning and Losing Millions in the New Frontier of Finance. Why speculative crypto games were rigged against retail traders.

Collateral 130

Collateral Financing Finance Debt 130

The Motley Fool

OCTOBER 18, 2024

We have outstanding franchises in dealer financial services, Ally Bank, and corporate finance. At the bank, deposits are contributing more margin than at any point in the company's history, and corporate finance is on pace for its highest annual earnings ever. In the third quarter, net financing revenue, excluding OID of $1.5

Taxes 130

Taxes Financing Finance Collateral 130

The Motley Fool

OCTOBER 30, 2024

By using proceeds from equity and debt financings, as well as cash flows from our operations, we strategically accumulate bitcoin and advocate for its role as digital capital. We leverage our development capabilities to explore innovation and bitcoin applications, integrating analytics expertise with our commitment to digital asset growth.

Leveraging 130

Leveraging Shareholders Debt Capital 130

The Motley Fool

NOVEMBER 9, 2023

And I don't know if you've seen our new facility up in Vista or Rochester, but we're poised as we start scaling all these new platforms up for substantial volume leverage. As we get volume leverage, you get supply chain leverage, you drive greater automation. What is the conditional on? So, that's part of the driver.

Securities and Exchange Commission (SEC) 190

Securities and Exchange Commission (SEC) Leveraging Capital Financing 190

The Motley Fool

JULY 26, 2023

Nonetheless, we're working to drive further reductions in unit costs, which will help us generate greater operating leverage as we deploy capital into portfolio growth and while at the same time, deepening our competitive mode until no one can compete with us. billion, resulting in liquidity of 2.3

Mergers and Acquisitions 130

Mergers and Acquisitions Financing Finance Leveraging 130

The Motley Fool

AUGUST 29, 2023

Harrison Masters -- Director, Investor Relations and Strategic Finance Good afternoon and welcome to nCino's second quarter fiscal 2024 earnings call. Leveraging this holistic view of the customer, nCino facilitates gathering deposits, originating any loan product, onboarding customers, and portfolio management, all from one platform.

Banks 246

Banks Financial Institutions Accounting Mergers and Acquisitions 246

The Motley Fool

NOVEMBER 1, 2023

MicroStrategy is well positioned to gain competitive leverage in winning both of these areas of growth. Much like we have done with cloud hyperscalers, we plan to openly partner with and leverage the technology investments in these companies. Rather than invest heavily to build our own models.

Education 130

Education Assets Leveraging Debt 130

The Motley Fool

JULY 25, 2024

Earnings available for distribution exceeded our dividend by $0.03, demonstrating our ability to consistently earn strong returns with prudent leverage, which stood at 5.8 And consistent with prior quarters, we favored high-quality prepayment-protected collateral with durable cash flows. return for the first half of the year.

Capital 130

Capital Assets Leveraging Portfolios 130

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. KKR & Co.

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

Blackstone News

JULY 9, 2024

He led investment banking activities including mergers and acquisitions, equity and debt capital raising, structured finance and syndicated lending, supporting Citi’s broader banking client base and international businesses in over 95 countries.

Mergers and Acquisitions 52

Mergers and Acquisitions Collateral Investment Banking Investment Banks 52

The Motley Fool

DECEMBER 10, 2024

At this time, I'd like to turn the floor over to Dustin Hauenstein, senior vice president of finance. Dustin Hauenstein -- Senior Vice President, Finance Good morning. We are committed to more aggressively leveraging consumer insights to lean into our greatest areas of differentiation. Please go ahead.

Collateral 130

Collateral Debt Financing Finance 130

The Motley Fool

JULY 26, 2023

Loan production in the quarter was again diverse across multiple areas with particular strength in our middle-market sponsor finance vertical, our solar business, and our general lending small business verticals. It is collateralized. It was a collateralized loan. Turning to Slide 10. As for growth, pipelines do remain healthy.

Banks 189

Banks Accounting Prospects Collateral 189

The Motley Fool

JULY 27, 2023

Our ability to manage through this volatility is attributable to our diversified capital allocation, prudent hedge portfolio, and responsible leverage position. And even with the reduction in leverage from 6.4 Now turning to details on financing, funding markets remain ample and liquid. times to 5.8 billion for the quarter.

Capital 100

Capital Leveraging Banks Assets 100

The Motley Fool

AUGUST 1, 2024

And by leveraging generative AI, we can deliver great client experiences at scale by handling more interactions and keeping more clients engaged with better automation. Recent data shows that clients using chat have conversion rates three times higher compared to those who didn't leverage chat.

Companies 130

Companies Leveraging Assets Capital 130

The Motley Fool

OCTOBER 23, 2024

million customers and generated $305 million in pre-tax servicing income, thanks to continued strong operating leverage. And meanwhile, we continue to deliver very strong operating leverage. This platform is one example of how we leverage those 16 petabytes of data. We grew the servicing portfolio to $1.2 billion, up from $3.2

Taxes 130

Taxes Leveraging Capital Amortization 130

Pension Pulse

JULY 11, 2024

“It gets back to the ability to grow the operating performance of the companies and making sure that returns” come from that rather than from “financial leverage,” he tells Bloomberg. And the use of PIK and other forms of so-called “back leverage” makes it even more difficult to get a clear picture on the state of privately owned companies.

Buyout 59

Buyout Debt Leveraging Collateral 59

The Motley Fool

JULY 25, 2024

In fact, you couldn't ask for a better demonstration of operating leverage. We reported pre-tax income of $288 million, up 58% year over year, reflecting the benefits of growth in operating leverage, while CPR speeds came in slightly below expectations. These results reflect strong growth, with the portfolio ending the quarter at $1.2

Leveraging 130

Leveraging Capital Assets Amortization 130

The Motley Fool

MAY 3, 2024

This lack of multifamily and agency maturities is good from a maturity risk standpoint, but will require our team to search outside the W&D portfolio for financing opportunities, something our team has done consistently as W&D has climbed the league tables and built a $132 billion servicing portfolio. Those are two examples.

Debt 130

Debt Banks Assets Capital 130

The Motley Fool

OCTOBER 30, 2024

To restate our long-term funding framework, we will look to maximize CAFD per share net of the cost of financing, while also ensuring that and investment needs its long-term metrics aligned with its underwriting criteria. The last piece of our funding framework will be external equity issuance. We don't need to.

Assets 130

Assets Capital Leveraging Debt 130

Hellman & Friedman LLC

AUGUST 16, 2024

As a result, we will offer our customers, trade partners, OEMs, and financing partners in Europe and Canada better services and more innovative solutions.” The company is comprised of AutoTrader.ca , AutoHebdo.net , LesPac.com, AutoSync , Dealertrack and Collateral Management Solutions. More information on www.autoscout24.de

Collateral 40

Collateral Legal Financing Finance 40

The Motley Fool

JULY 19, 2024

And is there maybe a pull-forward of some expenses from next year in order to position you for improved positive operating leverage? So, it's important when you consider all this, our revenue and expense, that we are firmly committed to generating positive operating leverage over the back half of 2024. Five of those are office related.

Leveraging 130

Leveraging Assets Capital Banks 130

The Motley Fool

JANUARY 25, 2024

Walt joined the bank in 2015 and brings 18 years of experience in the financial industry, including various finance, treasury, accounting, audit, and deposit analytic roles. Lastly, a comment or two on operating leverage before we move on to the most surprising development at the SBA since we started this bank. Moving to Slide 5.

Banks 130

Banks Taxes Assets Funds 130

The Motley Fool

APRIL 24, 2024

billion point-of-sale financing business, which will augment the existing offerings in our home and auto and health and wellness sales platforms. In closing, Synchrony is focused on leveraging our core strengths to optimize our business position and build our long history of delivering steady, growth, and strong risk-adjusted returns.

Liabilities 130

Liabilities Capital Banks Financing 130

The Motley Fool

FEBRUARY 22, 2024

By leveraging AI, we will transform an industry that is ripe for innovation, establishing Rocket as the premier choice for clients and partners, including local real estate agents, mortgage brokers and financial institutions. Today, we're in an even better position to drive operating leverage through automation and AI.

Companies 130

Companies Assets Leveraging Banks 130

The Motley Fool

AUGUST 1, 2024

With the commitment to Luna Valley and Daggett I along with the offer for an investment into an enhanced Pine Forest project complex and financing structure, we continue to complete actions on our checklist toward providing further visibility into growth beyond the previously established target of $2.15 Turning to Slide 5.

Taxes 130

Taxes Debt Shareholders Capital 130