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

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 Leveraging 98

The Motley Fool

SEPTEMBER 9, 2024

Furthermore, some BDCs, such as Ares Capital, offer more sophisticated financing solutions -- making them appealing to larger public companies as well. This can result in repeat business in the form of refinancing within the portfolio or referral-deal flow. You might be wondering if a BDC is just a fancy term for a bank.

Mergers and Acquisitions 246

Mergers and Acquisitions Venture Capital Debt Business Development Companies 246

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

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

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 Banking Investment Banks 52

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

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

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

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 Capital Leveraging Financing 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 57

Legal Hedge Funds Financing Finance 57

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 134

Leveraging Deal Flow Portfolios Funds 134

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 Capital Funds 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

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

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

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

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 Capital Finance 100

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

OCTOBER 23, 2024

Operator instructions] I will now turn the conference over to Reuben Treatman, senior director of corporate finance. Reuben Treatman -- Director, Corporate Finance Thank you. Frankly, they're prohibitive on a number of projects, specifically if the tenant can't absorb it on an STNL deal. Please go ahead, Reuben.

Capital 130

Capital Debt Leveraging Portfolios 130

The Motley Fool

OCTOBER 31, 2024

It has been by design that we chose to be in these markets because this is where we saw the greatest divergence in the demand and supply of capital and observed meaningful shifts in how certain markets are financed. Similarly, Atalaya and our credit teams have been active in sourcing investment-grade flow.

Capital 130

Capital Management Fees Securities and Exchange Commission (SEC) Assets 130

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 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

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 Capital 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

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

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

The Motley Fool

NOVEMBER 7, 2024

Building from his start as a software engineer at Bentley Systems, Abhey is a seasoned finance and technology leader with over 30 years of experience. Abhey joins us from Amazon Web Services where he is vice president of finance for global infrastructure, including Gen AI investments. Relationship is live and healthy.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Accounting Debt 130

The Motley Fool

AUGUST 2, 2023

As we look forward, deal flow is significant. From a financing perspective, the transaction will be funded with cash and liquidity on our balance sheet. You know, what I would say is it's a discount-to-par term financing, essentially with a 15% to 20% return and roughly a 10% coupon, you know, with higher FICO borrowers.

Capital 100

Capital Asset Management Assets Shareholders 100

The Motley Fool

AUGUST 29, 2024

The number of joint deals in our pipeline being worked between us and CDW partners has increased from zero to over 60 deals over just the last two quarters. This represents a completely new source of deal flow. He has been here for nearly a decade and held a number of finance leadership roles over that time.

Leveraging 130

Leveraging Debt Deal Flow Investors 130

The Motley Fool

APRIL 12, 2024

We fully integrated our financing and securitization capabilities within our Markets business, and we started to see the benefits of having a unified spread product offering for our clients. And our investment bank and commercial bank are going to be closely coordinated to harvest the deal flow around the world.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banking 130

The Motley Fool

OCTOBER 11, 2024

Record government deficits and tighter bank lending means people, companies, and countries will increasingly turn to markets to finance their retirements, their business, and their economies. Private markets are becoming increasingly important in the financing of the economy.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

AUGUST 8, 2023

We also provide financing to help IOs with new store start-up costs, and we offer cash flow support as needed during the early years as stores ramp. Our buyers are doing a fantastic job partnering with suppliers, and we are seeing healthy deal flow across categories. We deploy capital to build new stores.

Deal Flow 100

Deal Flow Banks Education Debt 100

The Motley Fool

FEBRUARY 9, 2024

We intend to launch a strategy focused on triple net lease in Europe, driven by deal flow we already see today. Marc and the team have done a terrific job here, but one thing that stands out to me is their ability to source transactions and just the absolute level of deal flow. So, we have plenty to focus on.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

The Motley Fool

JULY 27, 2023

This strength is offset somewhat by a softer environment for bank loans and structured finance. As a reminder, market issuance can differ materially from billed issuance with divergence this year driven by declines in unrated debt and sovereign international public finance, which don't impact billed issuance. And then, U.S.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Banks Debt Capital 100

The Motley Fool

OCTOBER 31, 2024

We are head and shoulders above anybody else in our ability to do that at the moment and continue to go in the other direction toward more employee service management, with aspects of HR teams, marketing teams and finance teams increasingly adopting Jira Service Management.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Conglomerates Investors 130