Private Equity Insights

SEPTEMBER 13, 2023

Avantax shareholders will be cashed out at $26 per share and the tax-focused broker/dealer will operate as separate unit within Cetera. Bloomberg first reported a potential sale back in July , after its 11th largest shareholder urged Avantax to consider such a move in June. The company’s shares jumped to $25.48

Taxes 130

Taxes Consultants Consulting Legal 130

The Motley Fool

JANUARY 31, 2025

billion in capital to shareholders due to dividend and share repurchases, lowering our leverage in line with our objectives and continuing our balanced capital allocation discipline. billion in capital to shareholders, including $1 billion of share repurchases. Third, we paid down $2.1 billion in debt and returned $1.6

Leveraging 130

Leveraging Capital Taxes Shareholders 130

The Motley Fool

JANUARY 10, 2025

We also continued to drive significant demand in our portfolio from new legal drinking age consumers and are pleased to have had a higher proportion of our dollar sales this year coming from 21 to 24 year olds as they have made more trips to the store and spend more on each trip across our brands. We maintained a 2.9 billion to $3.1

Capital 130

Capital Leveraging Shareholders Depreciation 130

The Motley Fool

MAY 7, 2024

Ricky Mulvey: I'm a PayPal shareholder, so I'm bringing in some bias to this next question about to ask you. I'm a PayPal shareholder too, and I expect a better reaction. It's not just that they made the accounting change, they're actually adjusting their incentive plan to better align with shareholder interest.

Accounting 245

Accounting Financing Finance Consultants 245

The Motley Fool

DECEMBER 24, 2023

For over 25 years, the company has raised its distribution annually to shareholders, and today, it yields investors 7.7%. Enterprise is a master limited partnership, which has important tax considerations Enterprise operates as a master limited partnership (MLP) , a legal structure many midstream companies choose to operate under.

Taxes 130

Taxes Depreciation Consultants Consulting 130

The Motley Fool

NOVEMBER 20, 2024

Consulting leaders like Accenture and Deloitte are taking NVIDIA AI to the world's enterprises. million developers and consultants to help clients build and run AI agents on our platform. billion to shareholders in the form of share repurchases and cash dividends. We are launching the same in the U.S. with T-Mobile.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Consultants Consulting Legal 246

Blackstone News

JANUARY 19, 2024

We are proud of the significant and immediate value that this transaction will deliver to our shareholders, while allowing us to continue providing an exceptional rental experience for our residents. The Company will also continue to enhance the quality of existing single-family homes in the U.S.

Securities and Exchange Commission (SEC) 97

Securities and Exchange Commission (SEC) Legal Shareholders Capital 97

The Motley Fool

JULY 11, 2024

Our proxy has been sent to all shareholders of record, and our Form DEF 14A can be found online in the investor relations section of our website. Additionally, during Q1, we engaged Accordion, a leading management consulting company, to assist us in evaluating avenues to support our restructuring and profitability initiatives.

Debt 130

Debt Legal Leveraging Capital 130

The Motley Fool

MAY 9, 2024

I'm with Western Avenue Advisors LLC, which was hired in April as an investor relations consultant to the company following Sara Buda's recent departure. I always look forward to these opportunities to connect with our shareholders and share with you the exciting developments at FiscalNote. My name is Bob Burrows.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Legal Leveraging Capital 130

Hedgestone

JUNE 17, 2024

Who should you consult? Understanding the Legalities of Selling a 50% Business Share Deciding to sell your 50% share in a business is a significant step that requires a deep dive into the legal nuances involved. Have you considered all the legal implications of your decision? Have you checked these documents recently?

Legal 52

Legal Consultants Consulting Stakes 52

Axial

JANUARY 30, 2024

We closed 32 deals in 2022 in various industries, including manufacturing, distribution, e-commerce, logistics, consulting and healthcare; generating $619 million in liquidity for our clients. VERCOR merger and acquisitions consultants provide worldwide resources usually available only to companies with revenues in excess of $100,000,000.

Investment Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

The Motley Fool

JANUARY 9, 2024

With our knowledge and expertise in medical cannabis and the regulatory compliance that applies, we're well-positioned to participate in a federally legalized medical market in the U.S. 1 market share position in Canada, the largest federally legal cannabis market in the world, with approximately 12.5% Similar to the U.S.,

Taxes 130

Taxes Legal Education Shareholders 130

The Motley Fool

AUGUST 8, 2024

As our enhanced operating model gains traction, we believe it positions us well to deliver greater value for our customers, improve financial performance, and drive long-term shareholder value. Our pipeline has expanded nicely, largely driven by new deal inflows in Consulting and Engineering Services, which is our largest segment.

Resale 130

Resale Consultants Consulting Accounting 130

Hedgestone

JUNE 15, 2023

Finally, it’s important to consider the legal and tax implications of selling a nonprofit business. It’s important to consult with legal and financial professionals who specialize in nonprofit law to ensure that you’re following all necessary procedures and regulations.

Legal 52

Legal Mergers and Acquisitions Consultants Consulting 52

The Motley Fool

MARCH 20, 2024

Second, excluding nonrecurring legacy legal settlements for the fourth year in a row, we generated over $600 million in free cash flow. This allows us to invest in the growth of our business, bringing critical newness and to return significant capital to shareholders. I'd like to leave you with three key takeaways today.

Taxes 130

Taxes Consultants Consulting Debt 130

The Motley Fool

NOVEMBER 21, 2024

We are confident this will deliver long-term value for our users, customers, and shareholders. Following my initial conference call, I look forward to engaging with analysts and shareholders in the coming period. Turning now to intelligent driving. Junjie He -- Interim Chief Financial Officer Thank you, Robin. Hi, everyone.

Shareholders 130

Shareholders Education Banks Leveraging 130

The Motley Fool

JULY 26, 2024

As you know, 3M has been undergoing a lot of change in the past few years following COVID, most recently with a successful spinoff of the healthcare business executing on a significant restructuring effort and working to mitigate risks, including discontinuing PFAS manufacturing by the end of 2025 and settling legal matters.

Legal 130

Legal Leveraging Capital Liabilities 130

The Motley Fool

MAY 16, 2024

Continuing with GBS, we're bringing together the best capabilities of our Analytics and Engineering and Applications business, now called Consulting and Engineering Services, with industry veteran Howard Boville as our general manager. We returned $138 million of capital to shareholders, repurchasing 6.2 Moving on to security.

Resale 130

Resale Consultants Consulting Debt 130

The Motley Fool

AUGUST 22, 2024

I want to thank our employees for their effort and contribution and our customers and shareholders for their trust in us. ERNIE Agent has the potential to revolutionize our traditional CPC model into a more efficient CPS model in the future, as it transitions from pre-sale consultations to catalyzing more direct sales on our platform.

Leveraging 130

Leveraging Education Consultants Consulting 130

Advent International

JULY 1, 2022

Ownership With this transaction, Advent will become the majority shareholder of the combined company. Since GfK’s spin-off from NIM in 1984, NIM has been the company’s majority shareholder and will remain one of the key shareholders of the new combined company. This will allow us to tap into significant new growth opportunities.”

Legal 52

Legal Shareholders Hedge Funds Assets 52

The Motley Fool

MAY 9, 2024

Leading the call today is Joe Todisco, chief executive officer of CorMedix, and he's joined by Dr. Matt David, executive vice president and CFO; Beth Zelnick Kaufman, EVP and chief legal officer; Liz Hurlburt, EVP and chief clinical strategy and operations officer; and Erin Mistry, EVP and chief commercial officer.

Capital 130

Capital Consultants Consulting Accounting 130

The Motley Fool

NOVEMBER 21, 2024

We are confident that our continued focus on innovation and strategic partnership will drive significant value for our shareholders. in consultative discussions, demonstrating the added clinical utility to be gained by adding the Nanox.ARC to their practices. We also signed several new deals for Nanox.AI million as compared to $5.0

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Deal Flow Liabilities Companies 245

The Motley Fool

JANUARY 25, 2024

At the same time, we continue to optimize our portfolio with the sale of two administration businesses at Mercer, which closed on January 1st, 2024, and we delivered significant capital return to shareholders, raising our dividend by 20% completing $1.15 Revenue grew 7% on an underlying basis with 8% growth in RIS and 7% in consulting.

Companies 100

Companies Securities and Exchange Commission (SEC) Mergers and Acquisitions Consultants 100

The Motley Fool

MAY 1, 2024

And finally, in Europe, we extended our long-standing partnerships with Credit Agricole, the deal renews our payments relationship with one of the largest banks in the region, while continuing to embed comprehensive marketing, consulting, and loyalty solutions. These examples, like many others, are true partnerships. It's not always prepared.

Banks 130

Banks Consultants Consulting Portfolios 130

The Motley Fool

APRIL 30, 2024

Our guidance assumes, among other things, that we don't conclude any additional business acquisitions, restructurings or legal settlements. I appreciate all the color in the shareholder letter and even tonight on cost to serve. And now I'll turn the call over to Andy. Please proceed. Brian Nowak -- Morgan Stanley -- Analyst Great.

Leveraging 245

Leveraging Capital Banks New York Stock Exchange 245

Zajac Group

MARCH 3, 2023

Each award can be highly customized, so you’d do well to consult with an independent advisor or attorney skilled at deciphering performance award terminology. And PSAs may require you to meet or exceed specific business targets, such as Total Shareholder Return, EBITDA, EPS, sales, revenue, explicit industry or peer benchmarks, etc.

Taxes 52

Taxes Consultants Consulting Legal 52

The Motley Fool

JUNE 20, 2024

First, our business model is centered on our medical cannabis leadership within nationally legal markets. Excellence in Canada has also enabled us to learn and become adept at navigating other nationally legal cannabis markets with great flexibility while making thoughtful investments based on opportunity size and overall economics.

Legal 130

Legal Financing Finance Debt 130

The Motley Fool

MAY 16, 2024

Currently, new ERNIE agents are created on our platform every day, and together, they are distributed millions of times per day, serving a wide range of verticals including education, legal, B2B, travel, and more. My question is about shareholder return. Should we expect other diversified approach to improve shareholder return?

Depreciation 130

Depreciation Leveraging Education Shareholders 130

The Motley Fool

OCTOBER 25, 2024

To obtain information on factors that may lead to results different from those forecast by Vale, please consult the reports Vale files with the U.S. Lastly, our free cash flow generation and strong cash position were primarily used to return value to our shareholders with the payment of $1.6 Please, Murilo.

Debt 130

Debt Securities and Exchange Commission (SEC) Assets Portfolios 130

Hedgestone

JULY 11, 2023

In this article, we’ll guide you through the process of buying someone out of a business, including the legal, financial, and practical aspects. Corporation: If the business is a corporation, the buyer will purchase the departing shareholder’s stock.

Due Diligence 40

Due Diligence Buyout Legal Liabilities 40

The Motley Fool

OCTOBER 11, 2024

Meade -- General Counsel and Chief Legal Officer Good morning, everyone. Successful execution of these goals should also result in multiple expansion for our shareholders. On our earnings calls earlier this year, we discussed with our shareholders our visibility to a strong pipeline. Kapito, and General Counsel Christopher J.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 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

The Motley Fool

AUGUST 8, 2023

This financing also added new institutional investors to our shareholder base and broadened our relationships across Wall Street. These increases were partially offset by a decrease in legal fees for the period. With respect to our first half of 2023 financial results, total operating expenses for the first half of '23 amounted to 22.8

Financing 130

Financing Finance Legal Prospects 130

Advent International

JULY 26, 2022

As a global provider of tech consultancy and digital transformation services, NEORIS will strengthen its capabilities and reach through Advent’s expertise in the space. We are thrilled to become shareholders of NEORIS. It has provided tech consulting services for over 20 years and serves clients across the globe.

Consultants 52

Consultants Consulting Stakes Legal 52

Zajac Group

OCTOBER 17, 2024

or losses are allocated among partners and shareholders, whether or not such amounts are actually distributed. Rather than the business or partnership being responsible for paying taxes as an entity, the tax liability is split among the partners or shareholders. An S corporation reports activity on Form 1120.

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 52

The Motley Fool

MARCH 9, 2024

I think one of the things that's fascinating about it too, is we're not legal scholars by any stretch, Matt. Jason Moser: But I feel like, well all three-year shareholders here. But it does feel like these big companies are a little bit more under fire right now to return a little bit more to shareholders. Things can work out.

Shareholders 130

Shareholders Legal Companies Taxes 130

The Motley Fool

JUNE 6, 2024

Strong cash flow gives us confidence to continue investing in our growth while opportunistically returning capital to shareholders, including through the new $1 billion buyback authorization that we announced today. In time, we will also launch IAM applications for legal, procurement, and HR teams as well as for specific industry verticals.

Legal 100

Legal Banks Capital Accounting 100