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.

Best Practices 97

Best Practices Due Diligence Debt Legal 97

Private Equity Wire

AUGUST 24, 2023

Phoenix was advised by Clearwater International (corporate finance & debt advisory), Addleshaw Goddard (legal), OC&C (commercial due diligence) and EY (financial & tax due diligence). Nostra was advised by EY (corporate finance, financial & tax due diligence) and McCann Fitzgerald (legal).

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Legal 52

Hedgestone

JULY 6, 2023

Therefore, before you start your search, it’s important to conduct thorough due diligence to ensure you’re not wasting your time and money. Conducting Due Diligence Once you’ve found a distressed business that you’re interested in, the next step is to conduct due diligence.

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Due Diligence Liabilities Legal Finance 52

The Motley Fool

AUGUST 9, 2024

Each of which were funded by follow-on debt investments by Main Street for a total of over $36 million of incremental debt investments in these portfolio companies. As a reminder, our private loan strategy principally represents investments in the senior secured debt of private equity-sponsored businesses.

Capital 130

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

Pension Pulse

MAY 17, 2023

The 77-year-old billionaire told the Financial Times that big asset managers had competed aggressively to lend to the largest private equity groups as money poured into their coffers in 2020 and 2021, raising questions over the due diligence the funds conducted when they agreed to provide multibillion-dollar loans.

Debt 52

Debt Pension Funds Banks Due Diligence 52

Hedgestone

JULY 10, 2023

It allows business owners to have limited liability for the company’s debts and legal obligations while also enjoying the flexibility of a partnership. Conducting Due Diligence Once you have identified an LLC business to purchase, the next step is to conduct due diligence.

Due Diligence 40

Due Diligence Mergers and Acquisitions Legal Liabilities 40

Hedgestone

JULY 10, 2023

You should also be aware of any regulations or legal requirements that impact the business. Conducting Due Diligence Once you have a basic understanding of the business, it is time to conduct due diligence. Due diligence is the process of investigating and verifying the information provided by the seller.

Due Diligence 52

Due Diligence Mergers and Acquisitions Assets Consulting 52

Hedgestone

JUNE 17, 2024

Without these, you could miss crucial details about the financial health and legal status of your potential new venture! The risks range from unexpected financial liabilities to legal challenges that could jeopardize the stability of your business. Navigating through the maze of paperwork might seem daunting, but fear not!

Legal 52

Legal Due Diligence Liabilities Assets 52

Hedgestone

JULY 10, 2023

Keep in mind that buyers will conduct their due diligence and scrutinize every aspect of your business. Conducting Due Diligence Due diligence is a critical process that allows buyers to verify your business’s financials, operations, and legal status.

Due Diligence 52

Due Diligence Legal Liabilities Mergers and Acquisitions 52

Axial

FEBRUARY 15, 2024

Ensure financials are GAAP-compliant and ready for scrutiny; if they aren't, have a Quality of Earnings done pre-marketing process and be ready for due diligence. - Understand all the numbers (debts, working capital, cash, etc.) They can help navigate legal and financial complexities and assist in finding the right buyers.

Due Diligence 64

Due Diligence Education Investment Banking Investment Banks 64

Axial

JANUARY 30, 2024

In addition to sellside transactions, we have advised on buyside acquisitions and debt / equity financing for acquisitions or recapitalizations. We have successfully moved more than $382 billion of capital across 475+ completed debt, equity and merger and acquisition transactions.

Investment Banks 105

Investment Banks Investment Banking Banks Mergers and Acquisitions 105

Pension Pulse

JULY 3, 2024

The investment process involves a two-step approach to analysis whereby anything new coming into the portfolio (a manager or strategy, for example) is discussed first at the investment committee level, before further scrutiny by the investment, risk, legal and sustainable investing teams. Governance has been reviewed and refreshed.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

The Motley Fool

AUGUST 3, 2023

Our net income and adjusted EBITDA were both positive, and we continue to have solid financial profile with strong cash flow generation and a significant cash balance and zero debt. We continue to have zero debt on our balance sheet and are proud of the results we produced for our investors over the short, medium, and long term.

Due Diligence 189

Due Diligence Legal Debt Education 189

The Private Equiteer

SEPTEMBER 20, 2022

They have included material on much more than just the model so you would also learn about how to review CIMs, prepare legal documents, handle due diligence work, and the basics of debt financing. The deal process walk-through is comprehensive and representative of a typical process.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Investment Banking 52

Hedgestone

JUNE 4, 2023

When selling a business without a broker, you’ll need to take on many of the responsibilities that a broker would typically handle, such as marketing your business, conducting due diligence, and negotiating with potential buyers. You’ll also need to have a solid understanding of the legal and financial aspects of the sale.

Due Diligence 52

Due Diligence Mergers and Acquisitions Legal Consulting 52

Udu

MAY 24, 2023

Leveraged Buyout (LBO) An LBO transaction is an acquisition funded using a significant amount of debt where assets from both parties are used as collateral. Conduct thorough due diligence Comprehensive due diligence is critical to obtaining accurate and reliable information about the target company.

Due Diligence 40

Due Diligence Best Practices Leveraged Buyouts Collateral 40

Hedgestone

JULY 10, 2023

It’s a crucial step in the buying and selling of businesses, and it’s also necessary for tax purposes, financial reporting, and legal matters. This includes everything from equipment and inventory to debts and loans. Subtract the value of the business’s liabilities, including debts and loans.

Liabilities 52

Liabilities Due Diligence Assets Amortization 52

Hedgestone

JULY 10, 2023

You should also ask about any outstanding debts or liabilities that the business may have. What are the legal and regulatory considerations? Legal and regulatory considerations are important when buying a business. What is the business model? Understanding the business model is crucial when evaluating a potential acquisition.

Legal 40

Legal Due Diligence Consulting Consultants 40

The Motley Fool

FEBRUARY 28, 2024

Another example, DLA Piper, a global law firm pioneering technology innovation in the legal sector, worked with C3 AI to create a first-of-kind generative AI application to streamline the analysis of complex legal agreements. Total allowance for bad debt remains low at 400,000, and we have no concerns regarding collections.

Liabilities 130

Liabilities Due Diligence Professional Services Legal 130

Sara Grillo

AUGUST 25, 2023

Please conduct your own due diligence and come to your own decision. Specialties: estate planning, tax saving strategies, debt and credit management. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor.

Accounting 52

Accounting Consulting Consultants Due Diligence 52

Hedgestone

JULY 10, 2023

It also involves identifying all the liabilities, such as loans, mortgages, and other debts. HedgeStone’s dedicated professionals will assist you with every aspect of the purchasing process, from due diligence to negotiating the best deal.

Liabilities 52

Liabilities Due Diligence Mergers and Acquisitions Assets 52

The Motley Fool

NOVEMBER 8, 2024

Our cash position and continued strong performance during the third quarter of 2024 has resulted in a net debt to adjusted EBITDA ratio of 1.2 The second and really the primary driver behind this specific quarter increase is really the separation of our Mexican production facility from a legal perspective from Cummins. Thanks, Bobby.

Capital 130

Capital Due Diligence Legal Bidding 130

The Motley Fool

AUGUST 10, 2023

And finally, our balance sheet, where over three years, we have reduced our convertible debt from 531 million to approximately 63 million as of today, demonstrating that prudent fiscal management and focus on cash and cash flow are top priorities for the company. During Q1 and shortly afterward, we purchased $83.5 million common shares.

Due Diligence 130

Due Diligence Capital Debt Shareholders 130

Pension Pulse

SEPTEMBER 6, 2023

But in a partial victory for fund groups which opposed the rules, the Securities and Exchange Commission did not proceed with proposals that would have expanded funds' legal liability and outright banned arrangements that allow some investors special terms. In fact, there is already legal pushback from the industry.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Hedgestone

JULY 3, 2023

In contrast, a restaurant with significant liabilities, such as outstanding debts or legal liabilities, is likely to be less valuable. We have a wealth of experience in representing buyers and assisting with every aspect of the purchasing process, from due diligence to negotiating the best deal.

Liabilities 52

Liabilities Due Diligence Assets Legal 52

The Motley Fool

MARCH 2, 2024

I would like to think basic due diligence has had both parties run this up the flagpole in terms of legal and probably regulatory expert folks. They have indeed been very aggressive in operational improvements that has led to more cash flow and that cash flow is lead to better buybacks, a little bit of debt repayment.

Financial Services 130

Financial Services Capital Mergers and Acquisitions Banks 130

The Motley Fool

AUGUST 9, 2023

Presently, Plug is in the final stages of the second round of due diligence with the DOE loan program office for $1 billion project financing facilities. It sounds like you're in the second stage of due diligence. Clearly, there's two more that we're going through legal documentation right now. billion.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Due Diligence Leveraging Capital 100

Axial

FEBRUARY 11, 2025

Comparable Company Analysis (Comps) A comps analysis benchmarks your company’s valuation against similar businesses in your industry, factoring in size, growth, geography, capital structure (including debt levels), and lifecycle stage.

Prospects 52

Prospects Due Diligence Capital Bidding 52

The Motley Fool

AUGUST 9, 2023

As we announced on July 17th, our board, after consultation with its financial advisor and outside legal counsel, unanimously determined that the July 13th revised unsolicited proposal by 3D Systems Corporation would reasonably be expected to result in a superior proposal as defined in Stratasys merger agreement with Desktop Metal.

Mergers and Acquisitions 130

Mergers and Acquisitions Shareholders Capital Due Diligence 130

Axial

OCTOBER 26, 2023

We offer a full range of transaction and advisory services, guiding our clients through sell-side transactions and exit strategy planning, growth through acquisition, debt restructuring and corporate recapitalization.” ” Visit BCA’s Profile “Stillwater is a leading North American Mergers & Acquisitions advisor.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Axial

MAY 4, 2023

Whether owners are looking to sell a business, buy a business or raise debt or equity, SDR is committed to helping them succeed.” We work closely with our client’s financial and legal advisors. The SDR Ventures approach of thinking like owners helps businesses maximize their value.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Pension Pulse

SEPTEMBER 28, 2023

Under the SIA, Costa will be subject to customary exclusivity obligations, including no shop, no talk and no due diligence obligations (the latter two subject to a customary fiduciary exception), notification obligations and a matching right. A break fee of $14.9 This release is authorised by the Costa Group Holdings Limited Board.

Shareholders 52

Shareholders Finance Financing Banks 52

The Big Picture

JANUARY 9, 2024

Barry Ritholtz : 00:06:24 So how do you, how do you shift from m and a legal work to structuring derivatives at Goldman? But a component of it was also like thinking through all these like legal and regulatory and quasi legal regimes. You know, it was all this like structuring and like tax and legal and accounting stuff.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

The Big Picture

JANUARY 24, 2023

They grew a business where they issued junk debt. So I did my thesis on how leveraged buyouts work from the legal and the business side. It used to be the commercial banks would lend the senior debt, and the insurance companies like Prudential would lend what was called the mezzanine debt. RITHOLTZ: Right.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Motley Fool

MARCH 20, 2024

We created efficiencies and opportunities across our deal-making, legal, new stores, and hiring teams to achieve the growing number of store openings. We ended the year with approximately 468 million in cash, cash equivalents, short- and long-term investment securities, and no debt. Diluted earnings per share included a $0.07

Taxes 130

Taxes Leveraging Accounting Capital 130

Sara Grillo

FEBRUARY 13, 2023

I think it has to be in debt or, or private markets because that it has to be a primary market transaction. It has already affected cost of capital on the debt side. And if you have less demand on the debt side, you can raise less money and less of a good price. 90, you said 90% of capital comes from debt, the debt side.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Motley Fool

AUGUST 8, 2024

So when you're working on these final investment decisions for projects that are over billions of dollars, you have to do significant due diligence in engineering. We meet with them regularly and are meeting again in two weeks to continue their final due diligence and move the process along. billion loan facility.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Due Diligence Finance 130