The Motley Fool

FEBRUARY 9, 2024

We finished 2023 on a strong note with another consecutive quarter of management fee and FRE growth, 11 for 11 since we've been a public company, against a market backdrop that has been exceptionally volatile and uncertain. We intend to launch a strategy focused on triple net lease in Europe, driven by deal flow we already see today.

Capital 130

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

The Motley Fool

DECEMBER 5, 2023

And is there any difference in linearity of deal flow during the quarter, this quarter versus previous quarters? We're committed to optimizing growth and margin improvement, and we remain on track to achieving positive free cash flow in the second half of fiscal year '25. Free cash flow margin improved 40% year over year.

Mergers and Acquisitions 130

Mergers and Acquisitions Liabilities Banks Capital 130

The Motley Fool

NOVEMBER 14, 2023

Excluding noncash stock based compensation and other public company expenses, G&A was $9.5 And how is that impacting, I guess, either deal flow or maybe deal sizes? Editorial costs were approximately $4.5 million, a slight increase year over year, driven by acquisitions and a slight decrease from last quarter.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Legal Leveraging Capital 100

The Big Picture

OCTOBER 31, 2023

Just really a fascinating history from, from a private company to a public company back to a, a partnership. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. They’ve been around literally nearly a century.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Motley Fool

FEBRUARY 8, 2024

It was the first time in our history as a public company where we saw a sequential increase over our seasonally strongest third quarter, making for a difficult year-over-year compare this Q4. We now expect ARR to be $1.485 billion to $1.495 billion or 18% to 19% growth year over year.

Taxes 100

Taxes Leveraging Capital Banks 100

The Big Picture

JULY 2, 2024

Eva Shang : So at the time that we launched, there were already public companies that were doing litigation finance. So in the early years we only had 10 million of assets, but we had billions of dollars of deal flow. Are other people saying, Hey, we didn’t realize this was so doable.

Legal 59

Legal Hedge Funds Finance Financing 59

The Motley Fool

APRIL 18, 2024

data center REIT as a well-positioned but poorly trading public company with tremendous long-term potential. Our BREIT, BIP Infrastructure, and BPP perpetual strategies acquired the company for $10 billion in 2021, and its lease capacity has already grown sixfold in less than three years.

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

FEBRUARY 5, 2024

For example, the Securities and Exchange Commission rule which took effective in December required public companies to disclose cybersecurity breaches in a Form 8-K within four business days after determining it has a material impact on the business. The increasingly dangerous threat environment has led governments to enact regulation.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Capital Companies 130

The Motley Fool

JULY 1, 2023

But I think as we think about and we look at companies that have had sustained out-performance, there tends to be great leadership and great culture behind that and there's a lot of numbers and some studies that have been done with public companies to back that up. Ricky Mulvey: What have you learned from those studies?

Debt 130

Debt Public Companies Deal Flow Companies 130

The Motley Fool

FEBRUARY 20, 2024

No, I think it's just there's no sort of predictable seasonality with the BD deal flow. Carl Hansen -- President and Chief Executive Officer Hey, Robyn. Happy to take that. Carl Hansen -- President and Chief Executive Officer Hey, Michael. Thanks for joining for Puneet there.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Legal Capital 130

The Motley Fool

FEBRUARY 21, 2025

Aman, obviously, is not a public company. And again, I -- at a time like this when the gaming deal flow is what it is, we believe we serve our stockholders very well by developing these kinds of relationships to give our stockholders participation in what we think is some of the most compelling placemaking taking place right now.

Assets 130

Assets Mergers and Acquisitions Debt Capital 130

The Motley Fool

JANUARY 25, 2024

public company by market cap, exceeding the market value of all other asset managers. It's possible you could do larger transactions with some public companies to get things done. There may be more capital coming to the space, but I think there'll be more deal flow as well. And so that's a positive.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

FEBRUARY 27, 2025

As I've stated in the past, we have yet to see a correlation between sales and retailer demand as evidenced by our deal flow, both in terms of number of deals and square footage when compared to the same period last year, and I'll get into this more in a moment. dating back 30 years when Macerich first became a public company.

Debt 130

Debt Assets Asset Management Leveraging 130

The Big Picture

NOVEMBER 4, 2024

You know, there used to be companies that have a hundred and $200 million market caps that would go public, but it’s been, it’s been made much more difficult to be a public company. There are far fewer people that play with those companies.

Banks 52

Banks Startups Boutique Investment Banks Companies 52

The Motley Fool

FEBRUARY 12, 2025

And the Government segment was weaker than we had anticipated based on timing of deal flow. And trying to run a public company with quarterly earnings, etc., For the full year, ACV was down 20% as compared to 2023. The year lacked a megadeal such as the large transit contract we signed in 2023. It just takes time.

Debt 130

Debt Leveraging Capital Assets 130