Private Equity Wire

NOVEMBER 20, 2024

By integrating data from multiple sources — including proprietary information, public data, and lender-specific deal histories — AI Analyst simplifies underwriting and due diligence without sacrificing precision. The company plans a broader rollout in early 2025 and has opened a waitlist for new lenders.

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The Motley Fool

SEPTEMBER 13, 2023

With due diligence of Liontown's assets now underway, is Albemarle stock a buy now? If Albemarle's due diligence yields a green light, and Liontown agrees to the final terms, Liontown would be acquired for 3 Australian dollars per share, valuing the company at AU$6.6 billion, or $4.3 million the first half of 2023).

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Due Diligence Conglomerates Bidding Prospects 246

Financial Times M&A

JANUARY 17, 2023

Plus, Vladimir Putin meddles in foreign banks’ attempts to leave Russia and ‘meme-stock king’ Ryan Cohen takes on Alibaba

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Due Diligence Debt Banks 75

The Motley Fool

OCTOBER 20, 2024

For all we know, Druckenmiller's bet could have more to do with government spending and the national debt than anything else. But thinking about and being open to opposing views -- and then doing your own due diligence -- is what makes a good investor. Additionally, Druckenmiller is worried about "bipartisan fiscal recklessness."

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The Motley Fool

JULY 20, 2023

The company also impressed investors with an agreement with noteholders to restructure its debt in a way that will significantly reduce its interest expense over the next two years. billion in long-term debt. With some due diligence, investors can likely arrive at some sort of valuation estimate for the stock.

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Due Diligence Amortization Depreciation Earnings Before Interest 189

The Motley Fool

APRIL 12, 2024

Not only that, but it reduced its debt load by 56%, from $748 million at the end of 2022 to $331 million at the end of last year. Overall, the company appears to be in a fairly solid financial position, having improved from a net loss of $694 million in 2022 to net income of $261.2 million in 2023.

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The Motley Fool

JANUARY 5, 2024

The company specializes in an instrument called venture debt -- or loans made at high interest rates. For this reason, once the start-up reaches a maturity point generating consistent cash flow, it may seek out alternative financing options like debt. Hercules Capital: 11.5% Horizon Technology Finance: 9.9%

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Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

The Motley Fool

NOVEMBER 8, 2024

We are also excited to have several portfolio companies in the advanced stages of completing strategic acquisitions, which if successful, will provide the opportunity for additional future fair value appreciation in addition to providing us highly attractive incremental debt investments in these high-performing portfolio companies.

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Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

Hedgestone

JUNE 28, 2023

One of the most crucial steps in the process is performing due diligence. Due diligence is an investigation into the business you’re considering buying to ensure that it’s a viable investment opportunity. Step 4: Evaluate the Market Evaluating the market is another critical step in due diligence.

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Axial

OCTOBER 10, 2023

Today Peter Lehrman speaks with Emily Holdman, the Managing Director at Permanent Equity, about the intricacies of due diligence. The conversation delves into the importance of creating a powerful diligence team when preparing to sell a business, highlighting the roles of an M&A attorney and an M&A advisor.

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The Motley Fool

APRIL 28, 2024

Although start-ups can be risky, Hercules has demonstrated that it employs robust due diligence processes before making an investment. While there are many types of BDCs, Hercules primarily focuses on high-yield loans to start-ups in the technology, life sciences, and renewable energy industries.

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Leveraged Buyouts Due Diligence Buyout Venture Capital 244

The Motley Fool

AUGUST 29, 2023

When doing due diligence on stock picks, it helps to seek out multiple sources. Intuitive has no long-term debt and a cash-and-investments hoard of $7.1 While analysts are just as fallible as anyone when it comes to stock picking, they have resources to help them generate insights that investors can use.

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Due Diligence Debt Investors Companies 245

The Motley Fool

DECEMBER 14, 2024

But every investor should do their due diligence and make sure they fully understand each stock and its investing thesis before buying. One of the reasons the stock is still cheap is that it has a huge debt hanging over it, but it's well-positioned to pay it off at a faster rate with declining interest rates.

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Private Equity Wire

NOVEMBER 18, 2024

Canadian private equity firm Brookfield is reportedly considering a €7bn ($7.4bn) takeover bid for Spanish pharmaceutical company Grifols and is completing due diligence on the plasma-based drugmaker, according to a report by El Confidencial. Brookfield is said to be evaluating a public tender offer at €10.5

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Bidding Due Diligence Private Equity Firms Private Equity Firms 98

The Motley Fool

AUGUST 1, 2023

Of course, despite these reasons to be bullish, investors should do their own due diligence to decide for themselves whether or not they think the stock is a buy. The tech giant has spent decades building a powerful hardware, software, and services ecosystem and a loyal customer base. and Apple wasn't one of them!

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Axial

NOVEMBER 16, 2023

Failed Exits 70% of Failed Exits Are Due Diligence Related Below are three deals that were sourced via the Axial platform and subsequently fell through for various reasons. Markets then turned, and the buyer couldn’t re-secure attractive debt financing.” “QoE QoE revealed EBITDA was 80% lower than indicated.”

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Due Diligence Investment Banking Investment Banks Banks 111

Private Equity Wire

MARCH 1, 2024

Debt financing for the transaction was provided by RMB. Advisors included PWC for financial and tax due diligence, Webber Wentzel for legal guidance and EY for ESG due diligence. The Courier Guy works with a network of delivery partners, kiosks and over 1,200 pick-up and drop-off smart lockers across South Africa.

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Due Diligence Private Equity Firms Private Equity Firms Legal 98

Private Equity Wire

JULY 22, 2024

US-based private equity firm Stonepeak has agreed to an all-cash deal to acquire New Zealand-based senior care specialist Arvida Group for NZD1.24bn ($745.74m) excluding debt, according to a report by Reuters. The offer has received backing from Arvida’s board and is not subject to any financing or due diligence conditions.

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Due Diligence Private Equity Firms Private Equity Firms Enterprise Values 98

Axial

MARCH 11, 2025

Advisors will assess the buyers ability to fund the acquisition, including where the funds will come from and how the purchase will be financed whether through cash, debt, or a combination. Executing it begins a due diligence process under an exclusivity agreement, but the sale is not yet complete. Negotiate and close the deal.

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Private Equity Wire

APRIL 18, 2024

Alter Domus, a provider of tech-enabled fund administration, private debt and corporate services for the alternative investment industry, has gone live on Temenos’ automated Multifonds fund management platform. Alter Domus is headquartered in Luxembourg and has large operations in the US.

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Private Equity Wire

FEBRUARY 19, 2025

ADIAs Head of Digital Infrastructure, Mamoun Jamai, reportedly reacted with disbelief, questioning how the numbers could be off by 20% just months after extensive due diligence.

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Private Equity Insights

NOVEMBER 2, 2023

An agreement could be reached in the coming months depending on the outcome of the due diligence, the people said. Read more Brookfield closes infrastructure debt fund at $6bn Brookfield Asset Management closed its Brookfield Infrastructure Debt Fund III at over $6bn, which. and Avic Trust Co.

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Due Diligence Initial Public Offering Bidding Private Equity Firms 130

Private Equity Wire

FEBRUARY 13, 2025

The winners are: Managers Emerging Fund Raising of the Year: Buyout – 21 Invest (21 Invest Continuation Fund) Emerging Fund Raising of the Year: Co-invest – Qualitas Funds (Qualitas Funds Direct II) Emerging Fund Raising of the Year: Direct Lending – Foresight Group Holdings (Midlands Engine Investment Fund II) Emerging Fund Raising (..)

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Law Firms Buyout Deal Origination Due Diligence 55

Private Equity Insights

AUGUST 14, 2023

.” Advisors for the vendors were Piper Sandler (Corporate Finance); Ashurst (Legal); and Deloitte (Financial and Tax Due Diligence). Endless were advised by Walker Morris (Legal); KPMG (Tax); Lodestone (Political); Jacksonbreen (IT); and PwC (Debt). Management was advised by Burness Paull (Legal).

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Private Equity Firms Private Equity Firms Due Diligence Legal 130

Private Equity Insights

JUNE 28, 2023

Analysts earlier this year estimated a sale of WGSN could fetch more than 800 million pounds including debt or 16-18 times its expected 2023 earnings before interest, tax, depreciation and amortisation (EBITDA).

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Bidding Private Equity Firms Private Equity Firms Due Diligence 130

Private Equity Wire

NOVEMBER 7, 2023

Kucrein will take the lead in developing and building out Armen’s presence in the DACH market, with responsibility for sourcing, assessing, negotiating and monitoring investment opportunities on behalf of the firm’s collective investment vehicles.

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Due Diligence Private Equity Firms Private Equity Firms Stakes 98

The Motley Fool

FEBRUARY 27, 2024

This can require lots of effort when it comes to performing due diligence, and there's always the risk that you could be wrong. It specializes in an investment vehicle called venture debt. Founders seeking capital may eventually look for a loan since debt doesn't come attached to any ownership share of the company.

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Leveraged Buyouts Due Diligence Initial Public Offering Exchange-Traded Funds 130

The Motley Fool

OCTOBER 12, 2024

But, as wise investors know, recent price action is in no way a substitute for doing due diligence. It has a big payment due within 12 months The last thing you need to know if you buy Summit Therapeutics right now is that its balance sheet is going to look a lot different in one year. Its current debt liability is $100 million.

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Private Equity Wire

NOVEMBER 20, 2023

Previously, she was a Consultant at Armstrong Transaction Services, where she worked on commercial due diligence and value creation projects for private equity mid-market funds, debt providers and corporate investors.

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Due Diligence Consulting Consultants Debt 93

The Motley Fool

JULY 7, 2023

If done with caution and due diligence, investing in ultra-high-yield dividend stocks can be a great way for investors to turbocharge their passive income. That leaves the company with the funds needed to shore up its smoke-free portfolio, fulfill its share buyback program, and reduce debt.

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The Motley Fool

OCTOBER 23, 2024

In short, I'd let familial ties replace due diligence. Doing so let me make mistakes without going into deep debt. Worst of all, I realized I had zero insight into the company itself. Why did the stock tank? I didn't know. Was the company struggling? Not a clue. I've learned from all my mistakes, so I don't regret making them.

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Due Diligence Leveraging Investing Financial Services 130

The Motley Fool

MARCH 12, 2024

Debt-to-income (DTI) ratio Your DTI ratio is your debts divided by your gross income, expressed as a percentage. Generally, lenders want to see your debts (including the new mortgage) as 36% or less of your income, although there is some flexibility.

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Due Diligence Taxes Debt Legal 130

The Motley Fool

DECEMBER 30, 2023

Nano Dimension said it could increase the offer amount subject to further due diligence. However, there's that necessary footnote, as the purchase of Stratasys would wipe out most of that cash -- and some additional debt financing would be needed if the acquisition were to ever go through. billion to $1.2 Wowza, what a story.

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Mergers and Acquisitions Investors Due Diligence Bidding 130

Private Equity Insights

AUGUST 7, 2023

offer, enough for the Estia board to grant Bain due diligence to examine the inner workings of the company. The offer values the equity at $838 million, or an enterprise value of $959 million including debt. Bain first made a buyout proposal for Estia on March 23 at $3 per share, and returned on June 7 with a $3.20

Capital 130

Capital Due Diligence Buyout Private Equity Firms 130

Private Equity Wire

APRIL 23, 2024

Over the past 12 months, our team has enhanced our private debt module, equipping our clients with more advanced tools to navigate and obtain full control of their operational complexities. Jessie holds a BS degree from the Leonard Stern School of Business from New York University.

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Best Practices Due Diligence Debt Legal 97

The Motley Fool

OCTOBER 31, 2024

Default Risk -- Most baby bonds are classified as unsecured debt of the issuer. If an issuer were to default, baby bondholders would get paid only after the claims of secured debt holders were met. In other words, they're not backed by any underlying assets or collateral.

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Due Diligence Investing Bidding Taxes 100

The Motley Fool

MARCH 29, 2024

I did my due diligence and shopped around with several mortgage lenders. Leading up to 2008, many Americans who could not afford to buy homes (due to their credit, debt, or lack of income) ended up with ARMs. Image source: Getty Images It's finally time -- I'm officially house hunting.

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