Private Equity Insights

FEBRUARY 2, 2024

are in talks to provide as much as $8 billion in financing for a buyout of DocuSign Inc. that values the company at around $13 billion, according to people with knowledge of the matter. If provided by direct lenders, the financing would rank as one of the largest private loans on record, according to data compiled by Bloomberg.

Buyout 195

Buyout Financing Finance Leveraged Buyouts 195

The Motley Fool

DECEMBER 24, 2024

Businesses and governments are generating more data than ever, and software companies like Palantir (NASDAQ: PLTR) and Oracle (NYSE: ORCL) can help them make the most of it. But effective data utilization today relies on a key ingredient -- artificial intelligence -- and both companies stand to gain from the increasing demand for AI services.

Enterprise Values 246

Enterprise Values Leveraging Financing Finance 246

Private Equity Insights

JANUARY 14, 2025

The strategy focuses on providing bespoke financing solutions to middle-market companies across North America and Europe. The 30bn was raised from a diverse global investor base, including sovereign wealth funds, pension plans, insurance companies, and family offices.

Financing 130

Financing Finance Leveraging Banks 130

The Motley Fool

SEPTEMBER 2, 2023

Companies evolve and change over time, particularly those that have long operating histories. The way that midstream companies tend to grow is through the addition of new assets. That can come via acquisitions of existing infrastructure (or entire companies) or from ground-up construction.

Companies 246

Companies Amortization Depreciation Earnings Before Interest 246

The Motley Fool

DECEMBER 9, 2024

On rare occasions, our expert team of analysts issues a Double Down stock recommendation for companies that they think are about to pop. Right now, were issuing Double Down alerts for three incredible companies, and there may not be another chance like this anytime soon. Then youll want to hear this.

Education 242

Education Professional Services Leveraging Accounting 242

The Motley Fool

AUGUST 21, 2024

But there are still some relatively little-known stocks of quality and profitable companies involved in AI that have reasonable valuations. This turned out to be a tough time to go public, as the company's business suffered after the COVID-19 pandemic struck in early 2020. Finance and YCharts. Parsons does work for the U.S.

Companies 246

Companies Initial Public Offering Leveraging Financing 246

The Motley Fool

DECEMBER 19, 2024

I'm here today with Bill Nash, our president and CEO; Enrique Mayor-Mora, our executive vice president and CFO; and Jon Daniels, our senior vice president, CarMax Auto Finance Operations. CarMax Auto Finance or CAF delivered income of $160 million, up 8% from the same quarter last year. billion of repurchase authorization remaining.

Leveraging 130

Leveraging Depreciation Taxes Financing 130

Private Equity Professional

FEBRUARY 14, 2025

The company develops robotic assembly lines, material handling systems, and inspection equipment that help manufacturers improve efficiency and product consistency. The company was founded in 1981 and is led by President James Van Thof with a headquarters in Richmond, Virginia. 2025 Private Equity Professional | February 14, 2025

Buyout 130

Buyout Leveraging Capital Financing 130

The Motley Fool

JANUARY 23, 2025

On rare occasions, our expert team of analysts issues a Double Down stock recommendation for companies that they think are about to pop. Right now, were issuing Double Down alerts for three incredible companies, and there may not be another chance like this anytime soon. McCormick remains a growth company. Now, over to Marcos.

Financing 223

Financing Finance Taxes Capital 223

Private Equity Wire

JANUARY 14, 2025

The financing package includes a unitranche loan of about $3bn intended to refinance PCI Pharmas current debt, the unnamed sources said. PCI Pharmas current financial obligations include a $1.9bn leveraged loan, approximately $700m in preferred equity, and other liabilities. percentage points over SOFR.

Liabilities 90

Liabilities Leveraging Debt Stakes 90

The Motley Fool

MAY 9, 2024

According to a recent study by Hartford Funds, in collaboration with Ned Davis Research, analysts found that dividend-paying companies have delivered annualized returns of 9.17%, outperforming the S&P 500 index with less volatility over the past 50 years. Companies that pay regular dividends have far outperformed those that haven't.

Initial Public Offering 246

Initial Public Offering Leveraging Banks Debt 246

Private Equity Professional

JANUARY 8, 2025

The State of the Game The private credit arms race has taken the industry landscape by storm, with Ken Moelis citing the shift as the greatest change in the history of transactional finance. [1] From 2022 through 2024, private-credit-financed buyouts outnumbered BSL financed deals 6 to 1.

Mergers and Acquisitions 100

Mergers and Acquisitions Financing Finance Banks 100

The Motley Fool

JULY 19, 2023

They have made it more expensive for the data-center real estate investment trust (REIT) to borrow money, affecting its ability to finance its expansion. That has weighed on its share price, causing concerns that the company might need to cut its dividend to help fund growth. Because of that, the company had to sell $1.1

Private Equity Firms 246

Private Equity Firms Private Equity Firms Leveraging Financing 246

Private Equity Wire

NOVEMBER 13, 2024

According to a press statement, Stonepeak’s credit division, which has been active in private and secondary infrastructure investments since 2018, aims to leverage Boundary Street’s expertise to support companies in digital infrastructure, cloud services, and technology-driven sectors.

Capital 98

Capital Legal Leveraging Financing 98

The Motley Fool

JULY 25, 2024

This technological revolution presents a unique opportunity for investors looking to capitalize on the growth potential of AI-driven companies. These companies include tech leaders with substantial AI initiatives and highly specialized companies focused solely on AI development and/or implementation. Image source: Getty Images.

Exchange-Traded Funds 246

Exchange-Traded Funds Leveraging Financing Finance 246

Private Equity Wire

JANUARY 13, 2025

Net-asset-value (NAV) loans, which layer additional leverage onto private companies already burdened with significant debt, have come under scrutiny, particularly when buyout firms use them to fund distributions rather than growth. Other investors who are sitting on a lot of cash may see this as an expensive way to get cash back.

Investors 98

Investors Buyout Private Equity Firms Private Equity Firms 98

Private Equity Insights

AUGUST 18, 2023

The report cites data from KBRA DLD as revealing that the financing, which comprises a $4.8bn unitranche, a blend of senior and subordinated debt, and a $500m revolver facility, is the biggest private credit loan ever in the US.

Private Equity Firms 246

Private Equity Firms Private Equity Firms Buyout Debt 246

The Motley Fool

APRIL 29, 2024

Please be sure to provide your name and your company's name when submitting your questions. MicroStrategy is also positioned as the world's largest independent publicly traded business intelligence company. As we discussed last quarter, MicroStrategy considers itself to be the world's first bitcoin development company.

Leveraging 246

Leveraging Debt Assets Shareholders 246

Private Equity Insights

FEBRUARY 5, 2025

The fund attracted both new and existing investors, including sovereign wealth funds, pension funds, insurance companies, consultants, and multi-family offices. He noted a growing demand for Balbecs asset-based and specialty finance strategies as investors seek diversification. The fund has already called 51% of capital commitments.

Pension Funds 130

Pension Funds Bidding Consulting Consultants 130

The Motley Fool

AUGUST 17, 2024

The strategy includes investing fresh software-business cash flows into more Bitcoin holdings, taking on new debt, and selling stock on the open market to finance further cryptocurrency buys. So if you believe that Bitcoin will rise in value over time, you can see MicroStrategy as a leveraged play on that trend.

Exchange-Traded Funds 241

Exchange-Traded Funds Leveraging Debt Financing 241

The Motley Fool

MARCH 13, 2025

Sign Up For Free A high yield in a tumultuous market AGNC is a mortgage real estate investment trust (REIT) , which is an investment company that owns a portfolio of mortgage-backed securities (MBS). A 3% return is not that exciting, so mortgage REITs typically use leverage, or borrowing, to bolster their returns.

Leveraging 130

Leveraging Portfolios Funds Debt 130

Private Equity Wire

NOVEMBER 5, 2024

Astorg is expanding its Portfolio Performance team with two senior hires based in London – Keith Beattie as Partner to oversee the portfolio Operations team and Markus Nagel as Managing Director to the Operational Finance practice. He later took on the role of CFO at its portfolio company, EcoOnline.

Portfolios 97

Portfolios Consulting Consultants Financing 97

Private Equity Wire

DECEMBER 16, 2024

Carlyle Group has secured private credit financing to acquire a majority stake in Australian waste management company Waste Services Group (WSG), according to a report by Bloomberg, citing sources familiar with the matter. Representatives from Carlyle, Ares, KKR Credit, and UBS declined to comment.

Leveraged Buyouts 80

Leveraged Buyouts Buyout Private Equity Firms Private Equity Firms 80

The Motley Fool

JULY 22, 2024

The strong demand for AI hardware, software, and development tools and services has resulted in ballooning revenue and profits for several high-profile tech companies. That huge and rapidly growing addressable market leaves a lot of opportunity for companies to keep expanding quickly. But the trend may be just getting started.

Enterprise Values 246

Enterprise Values Leveraging Financing Finance 246

The Motley Fool

JULY 20, 2024

With its ability to analyze vast amounts of data and help its users make intelligent decisions, AI is disrupting almost every industry, from finance to education, healthcare, energy, and more. That initial success helped the company expand its clientele to other government agencies domestically and abroad. billion, while Meta is a $1.28

Leveraging 246

Leveraging Education Prospects Financing 246

The Motley Fool

JANUARY 5, 2024

One of the best ways to create wealth is by investing in companies that pay a dividend. While many different types of companies pay dividends, business development companies (BDCs) represent a unique opportunity. The company specializes in an instrument called venture debt -- or loans made at high interest rates.

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

Private Equity Wire

NOVEMBER 15, 2024

Although these deliberations are still in preliminary stages, potential buyers could include other private equity firms or data and technology companies such as the London Stock Exchange Group (LSEG) and S&P Global. The company has a strong customer base, with over 700,000 users in top leadership roles globally.

Private Equity Firms 84

Private Equity Firms Private Equity Firms Leveraged Buyouts Stock Exchanges 84

The Motley Fool

NOVEMBER 10, 2023

The hospital-focused real estate investment trust (REIT) has been absolutely hammered this year, as quickly rising interest rates have not only hurt valuation, but also forced the company to grow at a slower pace and attempt to de-lever the business with asset sales. His clients may own shares of the companies mentioned.

Enterprise Values 246

Enterprise Values Prospects Debt Financing 246

The Motley Fool

DECEMBER 5, 2024

Before we begin, I'd like to remind you of the company's safe harbor language. On rare occasions, our expert team of analysts issues a Double Down stock recommendation for companies that they think are about to pop. Hosting our call today are Dave Kimbell, chief executive officer; and Paula Oyibo, chief financial officer.

Leveraging 130

Leveraging Financing Finance Capital 130

Private Equity Insights

SEPTEMBER 13, 2023

Mubadala Investment Company , Abu Dhabi’s sovereign investment arm, has formed a strategic partnership with New York-based alternative asset manager Blue Owl Capital as it seeks to co-invest in private credit opportunities amid a tightening monetary environment around the world.

Capital 246

Capital Investing Private Equity Firms Private Equity Firms 246

The Motley Fool

AUGUST 13, 2023

Ares Capital Ares Capital (NASDAQ: ARCC) ranks as the largest publicly traded business development company (BDC) in the world. It provides alternative financing to middle-market companies across a wide range of industries. The company maintains a strong balance sheet. Its investment income and profits continue to grow.

Initial Public Offering 246

Initial Public Offering Financing Finance Leveraging 246

The Motley Fool

FEBRUARY 28, 2025

Main Street issued a press release yesterday afternoon that details the company's fourth quarter and full year financial and operating results. This document is available on the investor relations section of the company's website at mainstcapital.com. Then youll want to hear this.

Capital 130

Capital Asset Management Debt Leveraging 130

The Motley Fool

MARCH 29, 2024

Now, the company is also strengthening its presence in the commercial segment, and its recently launched artificial intelligence platform (AIP) is playing a major role in this transition. It can handle complex tasks by leveraging AI and large language models (LLMs).

Leveraging 245

Leveraging Stakes Debt Financing 245

The Motley Fool

JANUARY 17, 2025

The company's flagship search platform, complemented by the Chrome browser and Android operating system, creates a seamless user experience. This reach is a key part of the company's allure as an investment, with its ability to leverage synergies supporting its market-leading advertising network. Data source: Yahoo Finance.

Shareholders 130

Shareholders Leveraging Financing Finance 130

Private Equity Wire

JANUARY 31, 2025

The companys fee-related earnings climbed 76% to a record $1.84bn in the quarter, as private equity activity and investment realisations reached their highest levels in more than two-and-a-half years. per share, surpassing analyst expectations of $1.46.

Initial Public Offering 87

Initial Public Offering Private Equity Firms Private Equity Firms Asset Management 87

The Motley Fool

DECEMBER 11, 2023

However, the sector struggles to gain footing amid the high interest rate environment, which creates financing issues. High interest rates are wreaking havoc on the industry Commercial real estate properties rely heavily on leverage and lending to finance properties. Image source: Getty Images.

Financing 243

Financing Finance Leveraging Capital 243

The Motley Fool

JUNE 23, 2024

It's an option for payment nearly everywhere online you're shopping, and you can now do many more things beyond peer-to-peer payments on its personal finance app. The new era of innovation in fintech means the proliferation of digital finance companies that do the same thing as PayPal, and sometimes better.

Financing 246

Financing Finance Leveraging Assets 246