This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
million, which was offset by a decrease in the cost of our D&O liability insurance premium in the amount of $0.3 Inaudible] Altogether, in terms of the locations and the place, by far, our pipeline and dealflow is far bigger than what we have indicated, and we continue to work. The increase of $0.7 we have put the U.S.
The most notable growth came from our personal lines, marine and energy, property and general liability product lines while we saw lower premium volume within our professional liability product lines. This is primarily due to higher attritional loss ratios in our professional liability and general liability product lines.
And I guess, you talked about what areas are most interesting, but just how does the dealflow look like relative to history? Greg Silvers -- Chairman and Chief Executive Officer I would say the dealflow is pretty consistent kind of, Tony. The Motley Fool recommends EPR Properties.
Importantly and atypically, over half of our Q1 debt brokerage dealflow was on non-multifamily assets in retail, hospitality, industrial, and office. While some deals will need to be adjusted or even reworked, many deals remain on track. We have a track record of doing that and we'll continue to do that. That's helpful.
And they're confident in their ability to deliver the investment performance they need through durable alpha and active proprietary dealflow in private markets, or proper index tracking of ETFs. 1 thing they're looking for as a selected manager is proprietary differentiated dealflow.
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 dealflow 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.
They are well behind, but they aren't losing dealflow to other capital sources. What we are seeing in this challenging fundraising environment is that investors value Walker & Dunlop's access to dealflow and banker/broker distribution network as deals get harder and traditional sources of capital move in and out of the market.
NAV is defined as total assets minus total liabilities and is reported on a per share basis. Do you expect that cadence to accelerate, if the deal -- flowdeal market opens up? A lot of the BDC peers talk about their corporate structure, the parent, the related companies that give them very good dealflow.
There’s a lot of extending and pretending, as well as ‘liability management exercises,’ which means that pain is being pushed out, and recovery levels are going to be much lower than expected,” Zwirn said. As dealflow increases, “we’ll get to a more natural balance and you won’t have lenders having to do silly things,” he said.
This approach not only enhances long-term risk-adjusted returns, but also allows for diversification and access to dealflow that is not otherwise available through indexing to public markets. This model works best for funds whose pension liabilities are indexed to inflation. The successes of this model are hard to overstate.
NAV is defined as total assets minus total liabilities and is also reported on a per share basis. But it's really hard to predict what happens in Washington and what impact that'll have on overall dealflow activity and specifically dealflow activity in the lower middle market strategy. David, I covered a lot.
This will also help public and corporate leaders to better assess cyber risks and liabilities, so they can develop effective strategies and mitigate potential impacts. And is there any difference in linearity of dealflow during the quarter, this quarter versus previous quarters? The Motley Fool has a disclosure policy.
Our buyers are doing a fantastic job partnering with suppliers, and we are seeing healthy dealflow across categories. We're seeing healthy dealflow across departments, which feels really good. So, healthy dealflow across departments and across categories, which is benefiting us.
We don't really toggle a dollar amount to that number of deals, but it's substantial. And quite frankly, there's just a lot of dealsflowing in at the moment so I would say very active. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. That's U.S.
But having said that, I think we're seeing a bit of pickup in dealflow, and I would expect the environment to be a bit more supportive. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Manan Gosalia -- Morgan Stanley -- Analyst Great.
As a defined benefit pension with liabilities that stretch decades into the future, Ontario Teachers’ remains focused on delivering consistent investment returns over the long term. 3 Comprises investments less investment-related liabilities. billion) include net investments and other net assets and liabilities of $2.7
So, it's really -- it's basically about the dealflow if you really put it in business terms. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. At many different stages of their career, somebody has no following, and somebody has a bigger one.
We continue to experience healthy dealflow, which helped offset the margin impact of our system integration, which we estimate was approximately 130 basis points in the quarter. Yes, the technology implementation has had an impact, but the dealflow we're seeing the backdrop from a buying perspective feels very good.
Our partner network continues to generate opportunities and open new dealflow. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. We had a very active first quarter in alliances, working closely with our partners to close new agreements.
And although the current economic climate is challenging, it presents an excellent opportunity for off-price deal-making with distressed vendors and retailers. We've added a highly regarded off-price buyer to our team to open new relationships, create an off-price dealflow, evaluate assortment, fit, and execute.
BlackRock's infrastructure franchise and our private markets business more broadly benefited from the firm's global footprint, our deep network of clients and distribution relationships, and access to high-quality dealflow. So I think that is something to be watched to. The Motley Fool has no position in any of the stocks mentioned.
But in addition to that, we are seeing some dealflow from them because, in the end, our technology is complementary to theirs. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Shmunis -- Founder, Chairman, and Chief Executive Officer Yeah.
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 dealflow. We closed five new customers from Domo Everywhere partners during Q2.
Over the last several years, we've maintained a strong risk appetite framework and have been very deliberate about how we deploy our deposits and other liabilities into high-quality assets. And our investment bank and commercial bank are going to be closely coordinated to harvest the dealflow around the world.
Do you see that going forward of continuing to bridge that gap in the capital markets, or is there another color that you are seeing in the dealflow? Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has a disclosure policy.
Just as a reminder, in Q4, we highlighted deal timing landing in the quarter, not deal slips. And I would just point out, deal timing was not a factor in Q1 as it was in Q4. In Q1, we saw healthy dealflow throughout the quarter that was in line or slightly better than our expectations.
We have a fantastic business model that generates strong cash flow, and we ended the year with $329 million of cash on hand. Our cash position always decreases in the first quarter as we pay company bonuses, repurchase shares connected to employee stock vesting events, and settle our tax liabilities.
GIP's own lending proprietary dealflow -- leading proprietary dealflow has been supported by investment sizes, relationships, and strong track record, including a long history of successful JVs with large industrial partners. The Motley Fool has no position in any of the stocks mentioned.
As we look forward, dealflow is significant. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. That includes the great financial crisis, that includes the period of COVID, and we go back to the late 80s and early 90s, some of us.
Dealflow is very strong, and we believe that we are still the best partner in the industry. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The closeout buying environment remains very healthy. The Motley Fool has a disclosure policy.
Our scale enhance our proprietary deal sourcing, access to the execution of dealflow, deeper liquidity, lowering trading costs, all of which benefits each and every one of our clients. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.
I know you guys had mentioned a tough compare in August, but can you just speak to the quality magnitude of dealflow that you're seeing right now, how you're expecting that to trend and just how we should be thinking about compares there? And then just as a follow-up, I wanted to ask about the closeout pipeline.
I do think dealflow activity will pick up, and that will generate some repayment income that we haven't had for a while. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. So, I'd be very pleased if it stayed like this for a while.
No, I think it's just there's no sort of predictable seasonality with the BD dealflow. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Carl Hansen -- President and Chief Executive Officer Hey, Michael. Thanks for joining for Puneet there.
And I certainly think we'll ramp up in Richmond in terms of the new dealflow we're starting to see there. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. So, no, not in those two markets. Ronald Kamdem -- Morgan Stanley -- Analyst Got it. Makes sense.
As I stated in the past, we have yet to see a correlation between sales and retailer demand as evidenced by our dealflow, which in terms of square footage is 40% greater when compared to the same period last year. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.
Our team's continued efforts to create value and identify these opportunities combined with our improved cost of capital have opened up a larger opportunity set and resulted in accelerated dealflow. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.
To add more context around dealflow during the quarter, we did not close deals to the extent we expected. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has positions in and recommends Elastic.
To add more context around dealflow during the quarter, we saw a healthy balance across our solutions and continue to maintain a similar solution mix in annual contract values versus the prior quarter. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.
We intend to launch a strategy focused on triple net lease in Europe, driven by dealflow 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 dealflow. The Motley Fool has a disclosure policy.
To add more context around dealflow during the quarter, we had solid sales execution with improving performance compared to the prior quarter. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool recommends Elastic.
And how is that impacting, I guess, either dealflow or maybe deal sizes? Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. And then secondarily on that, where are you seeing the biggest impacts from the macro in terms of feedback from customers?
Rick McConnell -- Chief Executive Officer Well, at the high end of the market -- the higher end of the market, at the global 15,000, I would say that most of the dealflow and pipeline moves in our direction. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.
Just now that we've kind of been through a full year of the SaaS transition, and we have a decent amount of critical mass in that business in dealflow and whatnot. Maybe for Yaki, just in terms of -- I know the 25% to 30% uplift on deals on conversion. The Motley Fool has positions in and recommends Varonis Systems.
We organize all of the trending information in your field so you don't have to. Join 5,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content