Private Equity Insights

NOVEMBER 28, 2023

read more Antares Capital and Golub Capital Lead $500m Financing Round for Patriot Growth Insurance Patriot Growth Insurance Services, LLC (Patriot), one of the nation's largest and fastest-growing. Pantheon’s deep expertise in private equity secondaries attracted investments from a wide range of new and existing clients.

Funds 130

Funds Deal Flow Financing Finance 130

Private Equity Wire

DECEMBER 5, 2024

Global deal-making and financing activity is set to rebound in 2025 following a challenging year as easing interest rates spark optimism across industries, according to new research by financial and corporate services provider Ocorian. Among these, 14% anticipate a significant uptick, while only 4% forecast a decline.

Professional Services 97

Professional Services Deal Flow Debt Financing 97

Private Equity Wire

SEPTEMBER 5, 2024

Park Square has previously provided financing to companies such as Ambassador Theatre Group Ltd and Trescal, and Doumar expects deal flow to continue increasing. He pointed out that while pricing has tightened, this has led to an uptick in transaction activity.

Funds 98

Funds Deal Flow Banks Financing 98

Private Equity Wire

JANUARY 26, 2024

In a statement, Blair Faulstich, Head of US Private Debt at BSP, said: “The private credit asset class has been established as an integral part of the leveraged finance ecosystem and as an all-weather allocation for institutional investors’ portfolios.

Funds 98

Funds Deal Flow Debt Asset Management 98

Private Equity Wire

OCTOBER 25, 2024

IAIM leverages the origination and proprietary deal flow capabilities of Investec’s franchises to deliver private market investment solutions for investors. According to a press statement, the partnership will seek to accelerate Investec’s sustainability progress, with a particular focus on enhancing data capture and evaluation.

Deal Flow 90

Deal Flow Leveraging Financing Financial Services 90

Private Equity Wire

JANUARY 29, 2024

Despite this positive movement, many transactions will still be challenging to complete, according to the report, given new norms for extensive diligence and a more expensive financing environment. While generative AI went mainstream in 2023, a slowdown in deal activity suggests the initial investor frenzy for the space may be tempering.

Private Equity Firms 105

Private Equity Firms Private Equity Firms Deal Flow Venture Capital 105

Private Equity Wire

AUGUST 9, 2024

Direct lenders meanwhile, doubled their activity over the same period, funding $20.6bn in buyout financing in the first half of the year. Technology firms led M&A activity, with deals amounting to $64bn.

Buyout 96

Buyout Deal Flow Leveraging Stakes 96

This is going to be BIG.

NOVEMBER 29, 2012

So perhaps what I learned at Fordham that benefitted me post wasn't necessarily my Finance classes--it was trying to live my life for others. To be a good VC, you're going to offer up a lot of time to companies that may never pay back a dime--or even to deals you never wind up doing. There's no magic flow of great deal flow.

Venture Capital 107

Venture Capital Startups Deal Flow Education 107

This is going to be BIG.

DECEMBER 3, 2020

Are investors allowed to come into deals that the fund does side by side with the fund? This creates a source of deal flow for investors who aren’t out there full time creating opportunities. In fact, those deals are actually set up as mini-funds. Access to the partner.

Leveraging 103

Leveraging Portfolios Deal Flow Funds 103

Pension Pulse

MAY 8, 2024

Transition finance — investments in heavy-emitters’ plans to reduce their greenhouse gas emissions and become more energy efficient — has become increasingly important in the fight to slow global warming. Listen to her comments on sustainable finance at the end.

Pension Funds 64

Pension Funds Financing Finance Deal Flow 64

The Motley Fool

FEBRUARY 27, 2025

The increase in mortgage and other financing income of $3.7 And I guess, you talked about what areas are most interesting, but just how does the deal flow look like relative to history? Greg Silvers -- Chairman and Chief Executive Officer I would say the deal flow is pretty consistent kind of, Tony.

Education 130

Education Debt Assets Capital 130

The Motley Fool

APRIL 24, 2024

I would now like to turn the conference over to Brian Hawthorne, director of corporate finance. Brian Hawthorne -- Director, Corporate Finance Thank you. Our conversion rate of deals approved by our investment committee to letters of intent signed is the highest in over two years at approximately 38%. Please go ahead, Brian.

Debt 130

Debt Leveraging Capital Financing 130

The Motley Fool

MAY 3, 2024

Importantly and atypically, over half of our Q1 debt brokerage deal flow was on non-multifamily assets in retail, hospitality, industrial, and office. Reduce the borrowing costs, allow the owner to lock in long-term fixed-rate financing, and also derisk the bank's balance sheet. Those are two examples. But there are other areas.

Debt 130

Debt Banks Assets Capital 130

Pension Pulse

JULY 3, 2024

Maintaining the portfolio’s size, and growing it further, requires stepping up from the small-cap investments made at the beginning and developing large-cap partnerships and deal flow out of New York. The typical four- to five-year tenor of a private debt deal means around 20 per cent of the portfolio is in perpetual motion.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

SuperAngel.Fund

JANUARY 19, 2024

If I am doing my job right the first time in “picking winners”, at least for a few subsequent rounds, our best deal flow should come from our existing portfolio. With the average financing process taking up to six months from start to finish, most will need to fundraise in 2024. since 2019.

Startups 69

Startups Due Diligence Angel Investors Deal Flow 69

Pension Pulse

APRIL 25, 2024

Global mergers and acquisitions rebounded in the first quarter of 2024 compared with a year earlier, driven by mega-deals in the finance, software and energy sectors. It has also provided financing to support acquisitions led by Carlyle Group Inc., billion of debt financing for its buyout of Endeavor Group Holdings Inc.,

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

The Motley Fool

NOVEMBER 9, 2023

OBDC continues to benefit from its flexible balance sheet and well-diversified financing structure. Our franchise continues to win this important role across some of the most attractive deals in the market. Again, we're financing at 40% loan-to-value. As a result, we have $0.26 So, I think it's a combination of these things.

Capital 100

Capital Private Equity Firms Private Equity Firms Leveraging 100

The Motley Fool

OCTOBER 17, 2024

Importantly, private credit markets are expanding rapidly beyond financing M&A, and we're seeing a dramatic increase in demand for all forms of investment-grade private credit, including from many of the largest insurance companies and institutions in the world. We've done some in fund finance with some banks. Jonathan D.

Debt 130

Debt Management Fees Assets Financing 130

The Motley Fool

APRIL 18, 2024

We're buying as well as financing several firms that design, build, and service data centers. We recently financed a cloud infrastructure business supporting AI development. They create more flow for our investors who want to hold these investments, these assets long term, and they help our partners better serve their customers.

Assets 130

Assets Debt Banks Capital 130

Axial

SEPTEMBER 26, 2024

Matt Searles , Merritt Healthcare Advisors A significant challenge in healthcare is managing interest rate risk and sourcing capital to finance acquisitions Rob Chepak , TREP Advisors, LLC There are so many types of buyers that business owners need to understand early on in buyer conversations who they are talking to.

Deal Flow 52

Deal Flow Capital Financing Finance 52

Axial

SEPTEMBER 26, 2024

The development of the 3F program (Faith, Family, and Finances) for enriching employees’ lives. Insights into the process of deal flow management and strategic acquisition. Challenges faced in the lower middle market and the importance of simplicity in business models.

Deal Flow 52

Deal Flow Shareholders Investment Banks Investment Banking 52

Insight Partners

SEPTEMBER 9, 2024

Financing led by RA Capital Management with participation from Insight Partners, NVentures, Catalio Capital Management, Eli Lilly and Company, Gaingels, and Cooley LLP Funds to support clinical development of lead programs and expansion of small molecule pipeline focused on high-value GPCR targets BOSTON, Sept.

Deal Flow 52

Deal Flow Startups Venture Capital Financing 52

The Motley Fool

FEBRUARY 15, 2024

Revenues benefited from a stronger gain on sale margin compared to the same quarter last year due to the mix of transaction activity that was weighted more heavily toward agency financing volume this quarter. These are global firms and domestic firms, services firms and specialty finance firms, lenders, and technology companies.

Debt 100

Debt Financing Finance Banks 100

The Motley Fool

FEBRUARY 18, 2025

Two stocks worth watching: AAON and Zoetis Then Motley Fool host Alison Southwick and personal finance expert Robert Brokamp break down how to talk to your spouse about money and why "money issues" might really be the symptom of other problems in a relationship. It's an overview of the many studies that looked at finance and romance.

Financing 130

Financing Finance Accounting Debt 130

The Motley Fool

JULY 24, 2024

I would now like to turn the conference over to Reuben Treatman, senior director of corporate finance. Reuben Treatman -- Director, Corporate Finance Thank you. Reuben Treatman -- Director, Corporate Finance Operator, are you there? Reuben Treatman -- Director, Corporate Finance All right. Please go ahead, Reuben.

Debt 130

Debt Capital Assets Asset Management 130

The Motley Fool

AUGUST 4, 2023

Based on the capabilities and relationships of our private credit team, the overall growth of our private loan portfolio platform and the strength of our deal flow, Main Street has also benefited from our ability to utilize our private loan investment strategy to grow our asset management business. I appreciate the color on that.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

The Motley Fool

FEBRUARY 27, 2024

She is an experienced financial executive with deep knowledge of Grocery Outlet's business and over 14 years of leadership in finance. We continue to experience healthy deal flow, which helped offset the margin impact of our system integration, which we estimate was approximately 130 basis points in the quarter. Hi, it's RJ.

Banks 130

Banks Capital Financing Finance 130

The Big Picture

JULY 2, 2024

Eva Shang co- founded Legalist while she was in Harvard and then subsequently dropped out with her co-founder to launch what essentially became an alternative credit fund that specialized in litigation financing along with two other types of credit related to litigation outcomes. And we were like, okay, so what should we do?

Legal 59

Legal Hedge Funds Financing Finance 59

The Motley Fool

JULY 26, 2023

Operator instructions] I would now like to pass the conference over to your host, Hannah True, manager finance and corporate strategy. Hannah True -- Manager of Finance, Corporate Secretary Thank you, operator, and good morning, everyone. Hannah, please go ahead. We expect this loan to be repaid in the fourth quarter. Makes sense.

Prospects 130

Prospects Debt Law Firms Banks 130

Axial

OCTOBER 26, 2023

Technology ranked 4th in deal flow but had the highest average pursuit rate, 8.76%, of all sectors. See below for the full Q3 deal activity overview on the Axial platform, and for a more detailed breakdown by industry, check out The SMB M&A Pipeline: Q3 2023.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

SuperAngel.Fund

JANUARY 6, 2023

According to Cooley, which handles more venture financings than any other law firm in the US, the amount of capital invested, and number of financings, have decreased substantially in the last quarter , with the most pronounced impact affecting later-stage deals (Series C and beyond). .” gross multiple.

Venture Capital 52

Venture Capital Financing Finance Law Firms 52

Axial

JUNE 6, 2023

Ability To Finance Deals The surveyed Independent Sponsors unanimously agreed that the ability to finance deals is critical for success due to the historic concerns associated with it. Family Office and SBIC Investment Funds rank in the top 3 sources of equity financing for Independent Sponsor deals.

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Financing 52

The Motley Fool

NOVEMBER 21, 2024

With this change, I'm happy to have Eric Prengel, Elastic's group vice president of finance, taking on the role of interim chief financial officer effective December 14th while the company conducts a search for a permanent replacement. Eric Prengel -- Group Vice President, Finance Thanks, Ash and Janesh. I really appreciate it.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Professional Services Financing 130

The Motley Fool

FEBRUARY 23, 2024

With this current level of liquidity, we expect to fund our net new investment activity in 2024 through a greater proportion of debt financing. As you've heard us say in the past, we do think that what we provide from a financing standpoint and a partnership standpoint to our lower middle market companies is very, very different.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

Axial

JANUARY 23, 2025

Last year resulted in a record-breaking year for deal volume on Axial, with 10,735 deals coming to market in 2024 a 7.8% The increase happened largely in the second half of the year, with both Q3 and Q4 resulting in 26% and 15% higher deal flow than the same periods in 2023, respectively.

Investment Banks 59

Investment Banks Investment Banking Banks Mergers and Acquisitions 59

The Motley Fool

JULY 14, 2023

And they're confident in their ability to deliver the investment performance they need through durable alpha and active proprietary deal flow in private markets, or proper index tracking of ETFs. To this end, we recently announced our planned acquisition of Kreos Capital, a leading provider of venture debt financing in Europe.

Asset Management 130

Asset Management Assets Banks Debt 130

Udu

MAY 31, 2023

Fewer Large Leveraged Buyouts Tighter monetary policy and a more uncertain macroeconomic outlook make large lenders more hesitant to finance large leveraged buyouts. This could lead to a decrease in this type of buyout, as buyers may not be able to finance their acquisitions with debt.

Leveraged Buyouts 52

Leveraged Buyouts Private Equity Firms Private Equity Firms Buyout 52