Private Equity Wire

JUNE 24, 2024

Stax specialises in commercial due diligence, value creation and exit planning for private equity firms, PE-backed companies, hedge funds and investment banks, across software/technology, healthcare, business services, industrial, consumer/retail and education.

Consulting 95

Consulting Consultants Due Diligence Private Equity Firms 95

Private Equity Insights

JULY 7, 2023

US-based Warburg has signed an exclusivity agreement with Appasamy, and the due diligence has started, they said. Investment bank Edelweiss Finance is managing the sale process, the sources said. A query sent to Warburg Pincus remained unanswered.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Due Diligence Stakes 130

Axial

DECEMBER 19, 2023

It comes as no surprise that nearly all buyers will complete a Quality of Earning (QofE) analysis prior to a purchase to ensure that the financial information provided is trustworthy and reflective of the company’s true financial performance. When we surveyed our Investment Banking members on the topic of Exit-Preparation, only 9.6%

Due Diligence 98

Due Diligence Best Practices Education Investment Banks 98

Private Equity Professional

SEPTEMBER 10, 2024

Selling an individual or family-owned private company used to be like hitting a golf ball. If investment bankers were beginning a sale assignment in 2010, they would ask the business owners to share information on past exchanges with potential buyers. Today it’s more like swinging at a 98-mph, split-finger fastball. Let’s talk.

Mergers and Acquisitions 100

Mergers and Acquisitions Due Diligence Private Equity Firms Private Equity Firms 100

The Motley Fool

FEBRUARY 27, 2024

For some, investing in companies taking advantage of emerging trends, such as artificial intelligence (AI), can be lucrative. However, this approach requires investors to speculate about which companies are best positioned to win long term. In exchange for capital, founders will give up equity in their company.

Leveraged Buyouts 130

Leveraged Buyouts Due Diligence Initial Public Offering Exchange-Traded Funds 130

Axial

OCTOBER 26, 2023

Axial is excited to release its Q3 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q3. In Q3, 571 sell-side investment banks and M&A advisors brought a total of 2,360 deals to market.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Axial

MAY 4, 2023

Axial is excited to release its Q1 2023 Lower Middle Market Investment Banking League Tables. These league tables reveal the top 25 investment banks that were active on the Axial platform in Q1. In Q1, 740 sell-side investment banks and M&A advisors brought a total of 2,775 deals to market.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Private Equity Wire

JANUARY 30, 2024

Some 54% of the leaders and top-level executives, including Chief Operating Officers, Managing Partners, and Chief Investment Officers at large private equity firms surveyed for the report said they are targeting either a “pure” AI business or a company that creates AI-infused products.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Due Diligence Law Firms 98

The Motley Fool

OCTOBER 31, 2024

But a smaller investment minimum doesn't mean that this type of bond has lower risks. Baby bonds are issued by the same types of companies that issue traditional bonds, including utility companies, investment banks, telecom companies and other types of corporate issuers.

Due Diligence 100

Due Diligence Investing Bidding Taxes 100

Axial

FEBRUARY 15, 2024

When we surveyed Axial’s Investment Banking membership on the topic of exit preparation, we asked a wide range of questions with the hope of distilling the best tips and insights for exit-curious business owners. This is issue 4 of a 5-part series featuring the Investment Bank survey results.

Due Diligence 64

Due Diligence Education Investment Banks Investment Banking 64

Axial

JUNE 15, 2023

ACT Capital Advisors Alvarez & Marsal Capital Partners SF&P Advisors Newbury Franklin FOCUS Investment Banking Pinewell Capital Cornerstone Business Services, Inc. Emko Capital LLC Madison Street Capital Argonaut Private Equity Keystone Capital Markets, Inc.

Mergers and Acquisitions 52

Mergers and Acquisitions Due Diligence Deal Origination Investment Banks 52

The Private Equiteer

SEPTEMBER 20, 2022

Courses are not strictly necessary but very helpful for candidates who have not gone through investment banking analyst programs. Wall Street Prep Premium Package As above, this program has hours upon hours of material covering all the basic types of modeling you would expect an investment banking or private equity analyst to know.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 52

Axial

DECEMBER 14, 2023

On the sell-side, advisors reported that owners have been less eager to enter the market due to declining asset valuations. We recently surveyed the Axial Investment Bank membership on the topic of exit preparation. Out of the 73 investment bankers who participated in the survey, only 1.4%

Due Diligence 59

Due Diligence Investment Horizon Bidding Banks 59

Axial

DECEMBER 22, 2023

The BIG 8 Avoidable Mistakes That Derail Deals Read Full Article 7 M&A Documents Demystified Selling a company requires many complicated M&A documents and this eBook breaks down the main seven. Enjoy these featured podcast episodes from 2023. To download, enter your email below.

Due Diligence 52

Due Diligence Investment Banks Investment Banking Banks 52

Axial

DECEMBER 16, 2024

With this in mind, lets take a detailed look at the preparations to consider while planning your exit: Define Your Motivations for Selling and Set Your Goals One respondent to our Investment Banking survey, Chris Perfect from Concept and Perspective , views motivations and goal-setting as foundational to the exit planning phase.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Accounting 40

Trivest Partners

NOVEMBER 1, 2022

Seneca Partners was formed in 1999 as a merchant bank, doing both investment banking and investing into privately held companies. In 2003, we formed Seneca Health Partners, a small, committed healthcare fund focused on growth stage investing. What is your investment thesis or value proposition?

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 40

Pension Pulse

AUGUST 8, 2023

Around that time, previous infrastructure head Annesley Wallace left OMERS and took a position at energy infrastructure company TC Energy Corp. He also spent 25 years in investment banking at Japanese dealer Nomura Securities, German lender Deutsche Bank AG and U.S.-based billion) into young companies. billion ($1.86

Venture Capital 52

Venture Capital Capital Pension Funds Startups 52

The Big Picture

DECEMBER 5, 2023

There aren’t a lot of companies, and there aren’t a lot of people that have the historical perspective on the rise of private equity like Michael Fish does. And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Pension Pulse

SEPTEMBER 28, 2023

Led by PSP, the consortium also comprises entities controlled by the world's largest berry company Driscoll's Inc and the British Columbia Investment Management Corporation (BCI). The company also exports 10 per cent of its produce to North America, South America, Europe and Asia. PSP had previously snared a 13.78

Shareholders 52

Shareholders Financing Finance Banks 52

The Big Picture

OCTOBER 31, 2023

Wellington’s a fascinating company. Just really a fascinating history from, from a private company to a public company back to a, a partnership. And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified.

Hedge Funds 65

Hedge Funds Mutual Funds Funds Due Diligence 65

The Big Picture

FEBRUARY 28, 2023

I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. How much is it the value of the company you’re investing in? You’re investing majority equity in most of the transactions that are occurring today. LAYTON: Yeah.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

JANUARY 9, 2024

I tell people like there’s this time when we, you know, we had like two sets of bidders for some company, like on in conference rooms on different floors. It was underwriting, you know, it was like doing investment banking, underwriting public offerings. If the CEO sexually harasses someone, the company gets hacked.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 119

Consulting Consultants Private Equity Firms Private Equity Firms 119

Sara Grillo

MAY 8, 2023

The insurance company gives those index-linked credits to the policyholder, instead of the crediting rate if it were a universal life policy. The insurance company makes 5% on their general account. The invest it in call options to see if they can catch some market upside. What’s this now – call options??

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Big Picture

DECEMBER 20, 2022

My boss, this gentleman I mentioned had been the Finance Minister of Peru was like, I need you to go down to Peru and take a look at the bank, do due diligence, right, 25 years old. And those people are really important for sourcing deals, doing due diligence on deals, doing due diligence on people.

Hedge Funds 65

Hedge Funds Debt Banks Assets 65

The Big Picture

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. It was between corporate law and investment banking.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consulting Consultants 59

The Big Picture

APRIL 11, 2023

Start with valuation, what is a company worth and why, move towards what are the things that drive valuations, and then expand out to what happens to valuations over the lifecycle of a company, and why those life cycles are getting increasingly shorter over the past few decades. What can I say about his breadth and depth of expertise?

Education 119

Education Financing Finance Taxes 119

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. So that, that sort of put Amherst on a different pact because prior to that, our core business model was investment banking, brokerage market making, and underwriting. The LTV was very high. This is one of the things Amherst does.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Motley Fool

JANUARY 29, 2025

On rare occasions, our expert team of analysts issues a Double Down stock recommendation for companies that they think are about to pop. If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. Apple: if you invested $1,000 when we doubled down in 2008, youd have $45,122 !*

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

Pension Pulse

NOVEMBER 22, 2024

Also among those charged in connection with the alleged scheme are Saurabh Agarwal, the former managing director of the Caisse’s infrastructure investments in South Asia and former managing director of CDPQ India, and Deepak Malhotra, a former director of infrastructure investments in South Asia for the Caisse. and Azure Power.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 59

The Motley Fool

JANUARY 11, 2025

I would never recommend investing blindly without due diligence because large hedge funds invest over different time horizons than most retail investors and with distinct goals. However, in recent years the bank has started to get its act together under the leadership of CEO Jane Fraser.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Due Diligence Initial Public Offering 246

The Motley Fool

JANUARY 2, 2025

See the 10 stocks Given these impressive returns, investors should keep an eye on Berkshire's portfolio for new ideas although make sure to do your due diligence. Bank of America -- 11.3% Bank of America also had balance sheet issues because the company invested too early in low-yielding, long-duration U.S.

Due Diligence 246

Due Diligence Banks Debt Conglomerates 246