Private Equity Wire

OCTOBER 25, 2024

The firm’s fee-related earnings meanwhile, surged 79% to a historic $1bn, buoyed by rising management fees and strong activity in financing arrangements for companies. KKR’s capital markets division generated $424m in financing fees, with nearly half coming from infrastructure and debt products.

Capital 104

Capital Management Fees Financing Finance 104

The Motley Fool

NOVEMBER 20, 2024

I also undertook an overhaul of my finances that year, with an initial primary focus on paying off high-interest debt and saving to become a homeowner for the second time in my life (and knowing it was a much better idea this time around). I'm very happy with my robo-advisor-managed IRA thus far.

Accounting 130

Accounting Investing Management Fees Debt 130

The Motley Fool

MARCH 24, 2024

Featured offer: save money while you pay off debt with one of these top-rated balance transfer credit cards Buying and holding investments can be worthwhile because of long-term growth. Expect to pay management fees when buying shares of index funds. It's wise to pay attention to these fees and prioritize low-cost funds.

Banks 130

Banks Accounting Management Fees Funds 130

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. In direct lending, for instance, we provide financing solutions to sponsors for their portfolio companies. Thank you very much, Ann.

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

OCTOBER 31, 2024

PGIM, our global investment manager had higher asset management fees, driven by favorable investment performance, contributions from the Deerpath Capital acquisition and market appreciation. It's looking at opportunities for flow or new sales financing, as well as third-party blocks.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

APRIL 24, 2024

Just because someone claims to have inside knowledge doesn't mean they can offer anything meaningful to your personal finances. Instead, they should die with the debt. Anyone can post to TikTok Any of us could refer to ourselves as an arborist (tree specialist), but that doesn't mean we know anything about trees.

Taxes 130

Taxes Education Management Fees Accounting 130

The Motley Fool

OCTOBER 17, 2024

Today, we manage the largest third-party private credit business in the world with $432 billion across corporate and real estate credit, up a remarkable 20% year over year. We have one of the largest, if not the largest, businesses in direct lending, CLOs, real estate debt and private investment grade credit. in the last 12 months.

Debt 130

Debt Management Fees Assets Financing 130

The Motley Fool

JANUARY 29, 2024

Moreover, index-tracking ETFs tend to come with no transaction fees and absolutely minimal annual management fees -- in the spirit of Jack Bogle. Like any other ETF, you buy and sell them in the same manner as you would trade any ordinary stock.

Investing 230

Investing Exchange-Traded Funds Assets Prospects 230

ClearMoney

DECEMBER 5, 2021

As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 In addition, debt is generally a slow-moving variable whose expected value should be incorporated in market prices. Ballooning Debt.

Debt 52

Debt Returns Mutual Funds Capital 52

The Motley Fool

AUGUST 9, 2024

We are also excited about the follow-on investments we made to finance strategic acquisitions by two of our high-performing lower middle market portfolio companies. 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.

Capital 130

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

The Motley Fool

AUGUST 1, 2024

And since becoming a public company, we have had 13 consecutive quarters of management fee and FRE growth, highlighting both the stability and strength of our business. To zoom out slightly, we have raised $32 billion across equity and debt over the past 12 months in an environment that most continue to describe as challenging.

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

NOVEMBER 30, 2023

For example, Steward reported facility-level earnings before interest, taxes, depreciation, amortization, rent, and management fees (EBITDARM) coverage of 2.7x The bulls would also likely note that Medical Properties Trust is taking steps to pay off some of its debt that will mature over the near term.

Prospects 100

Prospects Amortization Depreciation Earnings Before Interest 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. The firm itself could not be in a stronger position with minimal net debt and no insurance liabilities, allowing us to distribute $4.7

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

AUGUST 3, 2023

During this call, certain comments and statements we make may be deemed forward-looking statements within the meaning prescribed by the securities laws, including statements related to the future performance of our portfolio, our pipeline of potential acquisitions and other investments, future dividends and financing activities.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

FEBRUARY 23, 2024

We also benefited from significant fair value appreciation in the value of the external investment manager due to a combination of increased fee income, growth in assets under management, and broader market-based drivers. This compares very favorably to the 3.4

Capital 130

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

The Motley Fool

FEBRUARY 6, 2024

As an operating business, we're able to use cash flows, as well as proceeds, from equity and debt financings to accumulate Bitcoin, which serve as our primary treasury reserve asset. And three, debt financing. The blended cost of our debt is fixed at 1.6% We have issued $3.1 We've obtained $2.2

Leveraging 130

Leveraging Debt Assets Shareholders 130

The Motley Fool

OCTOBER 30, 2024

By using proceeds from equity and debt financings, as well as cash flows from our operations, we strategically accumulate bitcoin and advocate for its role as digital capital. One, debt financing. billion in principal amount of convertible debt outstanding at an attractive blended cost of debt fixed at 0.8%

Leveraging 130

Leveraging Shareholders Debt Capital 130

The Motley Fool

MAY 10, 2024

During the quarter, we supported three lower middle market portfolio companies in completing strategic acquisitions, each of which were funded by follow-on debt investments by Main Street for a total of $52 million of incremental debt investments in these portfolio companies.

Capital 130

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

The Motley Fool

AUGUST 4, 2023

These investments were offset by increased repayments we received on several debt investments and the full exit of our investments in two lower middle market portfolio companies. Our private loan investments are typically first lien debt investments with attractive yield profiles in favorable terms.

Capital 147

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

The Motley Fool

OCTOBER 11, 2024

The combination triples infrastructure AUM and doubles private markets run-rate management fees. This was due to the relative outperformance of lower fee U.S. equity markets and client preferences for lower fee U.S. The closing of GIP added $116 billion of client AUM and $70 billion of fee-paying AUM on October 1.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 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. Personnel expenses for the segment declined 17% year over year due to a decline in variable compensation. billion of bridge business.

Debt 100

Debt Financing Finance Banks 100

The Motley Fool

FEBRUARY 2, 2024

Our finance, accounting, legal, and real estate investment teams have had a busy year-end and beginning of 2024, closing over $1.2 Orange County, and Atlanta, both underperformed mainly for reasons related to bad debt, skips and evictions, and fraud. yield after management fees and actual capex and generated a 10.6%

Debt 130

Debt Taxes Capital Assets 130

The Motley Fool

NOVEMBER 5, 2024

Our leverage, as measured by net debt to annualized pro forma adjusted EBITDA was a healthy 5.4 These offerings illustrate the diversity of debt products available to us and the intentionality of our capital diversification philosophy. times, well within our target ratio or 5.2 At quarter end, we held $5.2

Capital 130

Capital Assets Leveraging Funds 130

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. Management fees were up 26%, and 92% of these management fees are from permanent capital vehicles.

Capital 130

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

The Motley Fool

JULY 12, 2024

billion or 21%, largely driven by higher investment banking revenue and asset management fees. In advisory, fees were up 45%, primarily driven by the closing of a few large deals and a weak prior-year quarter. Underwriting fees were up meaningfully, with equity up 56% and debt up 51%, benefiting from favorable market conditions.

Banks 130

Banks Capital Financing Finance 130

The Motley Fool

AUGUST 8, 2024

It's like a private equity that retail investors can invest in because they also take on debt, they can do things like preferred shares, which are really more like debt than they are like stock, even though it's called preferred shares. Just the assets under management fees. Generally, they don't.

Hedge Funds 130

Hedge Funds Leveraging Prospects Capital 130

The Motley Fool

MAY 28, 2024

Motley Fool host Alison Southwick and personal finance expert Robert Brokamp answer listener questions about 403(b) accounts and saving for college. laughs] I currently have a 403(b) with about $63,000 in it that I stopped paying into about 10 years ago because the management fees were growing. Got a question for the show?

Taxes 130

Taxes Accounting Education Shareholders 130

ClearMoney

DECEMBER 5, 2021

As of the end of 2020, the US debt held by the public amounted to $22 trillion, an increase of approximately $5 trillion from the year before and well over double the level from a decade ago.1 In addition, debt is generally a slow-moving variable whose expected value should be incorporated in market prices. Ballooning Debt.

Debt 52

Debt Mutual Funds Capital Assets 52

The Motley Fool

MAY 1, 2024

These flows reinforce the benefits of our large and strategic global client relationships and the power of our mutually reinforcing business system to grow our asset management fees. Additionally, higher incentive fees and seed and co-investment income resulted in an increase in other related revenues.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Liabilities Assets Capital 130

Pension Pulse

MAY 24, 2024

So did its costs, particularly the fees paid to external investment managers: from $36-million in 2006 to $3.5-billion Over all, combining management fees, operating expenses and transaction costs, the fund’s expenses now exceed $5.5-billion billion in 2024, a near hundredfold increase.

Pension Funds 109

Pension Funds Hedge Funds Investing Assets 109

Pension Pulse

MAY 22, 2024

Managing CPP Investments Costs Discipline in cost management is a main thrust of our public accountability as we continue to build an internationally competitive enterprise that seeks to create enduring value for multiple generations of beneficiaries of the CPP. To generate $46.4 Our operating expense ratio was 27.5 bps in fiscal 2023.

Investing 59

Investing Pension Funds Stakes Assets 59

The Motley Fool

JULY 26, 2024

But you mentioned their equities trading, which was really strong, their investment banking fee growth, which was 29% year over year, which came from a very low bar, but now more companies are going public, more M&A activities happening, and the banks are a big beneficiary of that. Credit card debt continues to get higher.

Banks 130

Banks Investment Banking Investment Banks Portfolios 130

Pension Pulse

FEBRUARY 22, 2024

The private equity portfolio was affected by interest rate hikes as well as by an increase in financing costs, which affected certain private companies. But CDPQ’s private equity portfolio recorded just a 1 per cent increase, as rising financing costs impacted private companies. per cent gain. For one year, the asset class posted an 8.1%

Returns 59

Returns Pension Funds Assets Debt 59

The Motley Fool

APRIL 12, 2024

IB fees were up 21% year on year, and we ranked No. In Advisory, fees were down 21% driven by fewer large completed deals. Underwriting fees were up significantly, benefiting from improved market conditions with debt up 58% and equity up 51%. The amount of income they need to service their debt is still kind of low.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Banks Investment Banking Investment Banks 130

Pension Pulse

DECEMBER 16, 2024

Pearsons minority government, the CPP aimed to provide retirement income security by financing benefits through payroll contributions from employers, employees, and self-employed individuals. For example, the finance minister, in consultation with participating provinces, appoints members to CPPIBs board.

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

Pension Pulse

AUGUST 17, 2023

per cent, with the help of recovering bond markets as interest rates rose and additional contributions from corporate credit and emerging country sovereign debt. In the first half of 2023, higher financing costs hurt the Caisse’s private-equity portfolio, which posted a return of 1.4 The Caisse’s fixed-income portfolio posted a 3.9

Pension Funds 52

Pension Funds Assets Debt Financing 52

The Motley Fool

APRIL 22, 2024

He had a scheme to hide his political contributions, which they said was the biggest campaign finance scheme ever. There was some talk of FTX paying off the Bahamas national debt perhaps as a way of carrying favor with the government. That's a violation of the Foreign Corrupt Practices Act.

Hedge Funds 130

Hedge Funds Financial Institutions Accounting Funds 130