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 Financial Services Finance 90

Private Equity Wire

DECEMBER 3, 2024

Traditional systems of record, such as CRM platforms, deal flow systems and portfolio management software, constitute the backbone of PE firms’ operations. For example, AssetMetrix is leveraging newly developed RAG capabilities to simplify and optimize data ingestion and consumption. References 1.

Due Diligence 88

Due Diligence Consulting Consultants Leveraging 88

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. While the net lease transaction market continues to sort itself out, our team is doing a tremendous job leveraging our relationships and uncovering unique opportunities.

Debt 130

Debt Capital Leveraging Finance 130

The Motley Fool

FEBRUARY 23, 2024

Following my comments, David and Jesse will provide additional comments regarding our investment strategy, investment portfolio, financial results, capital structure and leverage, and our expectations for the first quarter of 2024, after which we'll be happy to take your questions. Net asset value, or NAV, increased by $0.87 at year-end.

Capital 130

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

The Motley Fool

AUGUST 4, 2023

Following my comments, David and Jesse will provide additional comments regarding our investment strategy, investment portfolio, financial results, capital structure and leverage, and our expectations for the third quarter, after which we'll be happy to take your questions. We are very pleased with our performance in the second quarter.

Capital 147

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

The Motley Fool

NOVEMBER 9, 2023

OBDC continues to benefit from its flexible balance sheet and well-diversified financing structure. billion, and we ended the quarter with net leverage of 1.13 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.

Capital 100

Capital Private Equity Firms Private Equity Firms Leveraging 100

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

The Motley Fool

JULY 14, 2023

Our platform strategy has delivered scale and operating leverage through time, with 240 basis points of margin expansion in the last 10 years. Markets have improved since the end of 2022, and we aim to be disciplined in driving profitable growth by prioritizing investments to propel our differentiated organic growth and operating leverage.

Asset Management 130

Asset Management Assets Banks Debt 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

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 Deal Flow Angel Investors 69

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 Finance Financing 52

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. At quarter end, leverage stood at just 3.6 Please go ahead, Reuben. times pro forma net debt to recurring EBITDA. billion of total liquidity, including $1.2

Capital 130

Capital Debt Leveraging Assets 130

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. in the last 12 months. How much is driven by placement fees?

Debt 130

Debt Management Fees Capital Assets 130

The Motley Fool

OCTOBER 11, 2024

This approach is yielding profitable growth and operating leverage. As clients increasingly turn to BlackRock, we believe this will result in sustained market-leading organic growth, differentiated operating leverage and earnings and multiple expansion over time. With that, I'll turn it over to Larry.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

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 Finance 52

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. Moving to stock-based compensation. Vladimir G.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Accounting Debt 130

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. We are leveraging our data and technology to understand those deals, meet with those customers, and win their business.

Debt 100

Debt Finance Financing Capital 100

Udu

MAY 31, 2023

This will bring about intense competition among firms for the best deals and may lead to a seller’s market. Fewer Large Leveraged Buyouts Tighter monetary policy and a more uncertain macroeconomic outlook make large lenders more hesitant to finance large leveraged buyouts.

Leveraged Buyouts 52

Leveraged Buyouts Private Equity Firms Private Equity Firms Buyout 52

The Motley Fool

FEBRUARY 27, 2024

We also leveraged gross profit by 76 basis points and grew adjusted EBITDA by 18%. She is an experienced financial executive with deep knowledge of Grocery Outlet's business and over 14 years of leadership in finance. million at the end of the fourth quarter with net leverage less than one times adjusted EBITDA. Hi, it's RJ.

Banks 130

Banks Capital Finance Financing 130

The Motley Fool

NOVEMBER 21, 2024

Beyond chatbots, the company is leveraging Elastic's hybrid search capabilities, combining keyword and semantic search for broader applications. We also signed an expansion deal with a leading sporting goods retailer in North America to support their omnichannel experience. I'll let him say a few words before I get into our results.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

AUGUST 29, 2024

Domo was founded to help organizations leverage their data more effectively. 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.

Leveraging 130

Leveraging Debt Deal Flow Finance 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. We are very well-positioned to execute on our pipeline and stay well within our stated leverage range without any additional capital. Please go ahead, Reuben.

Debt 130

Debt Capital Assets Asset Management 130

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 Finance Financing Law Firms 52

The Motley Fool

AUGUST 2, 2023

As we look forward, deal flow is significant. You know, with SOFR or Fed funds in the mid-fives now, if you think about anything SOFR plus something, you're going to get again to that 8% to 12% on leverage return spectrum. From a financing perspective, the transaction will be funded with cash and liquidity on our balance sheet.

Capital 100

Capital Asset Management Assets Shareholders 100

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. We generated positive operating leverage this quarter as expenses decreased 4% driven by actions taken to rightsize the expense base.

Banks 130

Banks Assets Mergers and Acquisitions Investment Banks 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

OCTOBER 31, 2024

As you've read in our shareholder letter, FY '25 is off to a good start, with fresh off our Team '24 Europe event in Barcelona, where we heard our customers like Vodafone, Lloyds Banking Group and Mercedes-Benz are leveraging our products in powerful ways to drive team productivity and deliver superior service.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Conglomerates Investors 130

The Motley Fool

NOVEMBER 6, 2024

As I stated in the past, we have yet to see a correlation between sales and retailer demand as evidenced by our deal flow, which in terms of square footage is 40% greater when compared to the same period last year. These proceeds were used to fund the PPRT acquisition and to reduce leverage on Queen Center. Regarding holiday.

Debt 130

Debt Assets Portfolios Leveraging 130

The Motley Fool

JUNE 7, 2024

I know on the service, this may seem a little out of left field, but I think it makes a lot of sense is that it will help a company leverage its massive network of users and exposure to e commerce. Then the final one is office. Office is the one that a lot of people are scratching their head about what's the solve for B and C class office?

Assets 130

Assets Capital Asset Management Companies 130

The Motley Fool

NOVEMBER 5, 2024

Deal flow is very strong, and we believe that we are still the best partner in the industry. million at the end of the third quarter with net leverage of about 1.5x. It's fully functional in everything we're just doing a lot of financing enhancements and one-off. The closeout buying environment remains very healthy.

Taxes 130

Taxes Accounting Consulting Consultants 130

The Motley Fool

JULY 27, 2023

This strength is offset somewhat by a softer environment for bank loans and structured finance. We'll leverage leading technology regardless of whether it was developed at Kensho, developed elsewhere within the divisions or come via a vendor or a partner. There's not a lot of deal flow. And then, U.S.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Banks Debt Capital 100

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

The Big Picture

OCTOBER 31, 2023

And you can go long, you can go short, you can have leverage, you could have higher exposure levels, but the securities are in the liquid public markets versus private equity, which are in illiquid private markets. 00:45:53 [Speaker Changed] So where does your deal flow come from? It sounds like very competitive space.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Big Picture

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. And so late 90s, that’s the emergence of the high yield market in Europe, you would print deals like never before. And there was no hint at the time that I would be heading into finance. I think it was a great training.

Banks 59

Banks Asset Management Assets Capital 59

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. Mr. Kerchner, Mr. Clark, Mr. Fay, Ms.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 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 Finance 52

The Big Picture

SEPTEMBER 26, 2023

And I think a lot of investors and, and lenders and really lost their way and agreed to terms and conditions that in under today’s market environment would not be acceptable levels of leverage that would not work. And it’s a, a reasonable way to do financing depending on what risk level the, the bar the lender wants to assume.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52