Private Equity Insights

APRIL 3, 2025

The refinancing, led by Morgan Stanley and JPMorgan, was designed to replace a $4.8bn private credit loan raised less than two years ago, and return $1bn in preferred equity Vista invested in 2023 to complete the original financing. Bankers raised the interest spread on the senior loan to 4.5 Finastra did not respond to requests for comment.

Bidding 147

Bidding Leveraging Debt Finance 147

The Motley Fool

DECEMBER 18, 2024

If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $338,103 !* Apple: if you invested $1,000 when we doubled down in 2008, youd have $48,005 !*

Leveraging 239

Leveraging Legal Depreciation Taxes 239

Private Equity Insights

MARCH 11, 2025

The fund, focused on middle-market infrastructure investments, will deploy both structured and common equity to back sponsors, developers, and corporates in sectors where Brookfield has deep expertise. renewable energy developer. Brookfield-affiliated entities contributed $150m to the fund, reinforcing its alignment with investors.

Companies 147

Companies Funds Debt Asset Management 147

The Motley Fool

OCTOBER 8, 2024

I own many investments that generate passive income. I'm very comfortable with my outsized investment in the high-yielding MLP. It repaid debt, which steadily drove down its leverage ratio. Today, Energy Transfer has a strong investment-grade balance sheet with a leverage ratio in the lower half of its 4.0-to-4.5x

Investing 246

Investing Leveraging Amortization Depreciation 246

The Motley Fool

JULY 21, 2024

If you want to generate passive income from your portfolio, AGNC Investment Corporation (NASDAQ: AGNC) is one stock that has likely grabbed your attention with its dividend yield of almost 14%. In addition to its juicy yield, the mortgage real estate investment trust cuts investors a monthly check. in the past couple of years.

Investing 245

Investing Leveraging Assets Debt 245

The Motley Fool

OCTOBER 1, 2024

One factor driving its elevated yield is concerns that the company's hefty debt level might impact its ability to sustain that payout over the long term. The company's debt is on track to balloon further after it agreed to buy Frontier Communications (NASDAQ: FYBR) in a $20 billion all-cash deal. billion of total debt (and $122.8

Leveraging 245

Leveraging Debt Assets Returns 245

The Motley Fool

NOVEMBER 15, 2024

Should you invest $1,000 in Nexxen International right now? if you invested $1,000 at the time of our recommendation, you’d have $899,361 !* A great example is our partnership with Stagwell, which is continuing to adopt a growing number of solutions within our product suite as they are driving better results when leveraged together.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Capital Prospects 246

The Motley Fool

OCTOBER 26, 2024

TotalEnergies didn't cut its dividend, but it has been increasingly investing in electricity and renewable power assets. CVX Debt to Equity Ratio data by YCharts And then there's the balance sheet , which is, essentially, the financial foundation from which dividends are paid. Then you’ll want to hear this.

Investing 246

Investing Debt Assets Leveraging 246

The Motley Fool

OCTOBER 28, 2024

It's a relatively small real estate investment trust (REIT) focused on investing in the long-term healthcare industry. It invests in skilled nursing and assisted living facilities operated by other healthcare companies. The healthcare REIT's investments have paid big dividends for its investors throughout the years.

Investing 246

Investing Leveraging Taxes Capital 246

Private Equity Wire

NOVEMBER 11, 2024

The report cites Nan Zhang, head of product implementation and alternative investment research at State Street, as noting that “private debt, especially floating-rate debt, typically benefits from rising interest rates,” and expects that private debt’s outperformance might diminish as the Fed continues with rate cuts.

Leveraged Buyouts 93

Leveraged Buyouts Buyout Pension Funds Leveraging 93

Private Equity Insights

JANUARY 16, 2025

They give private equity firms the flexibility to address operational challenges and wait for favourable market conditions before exiting investments. By leveraging their expertise and resources, firms like Audax Private Equity have implemented operational initiatives that have driven recovery, even in challenging industries.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Mergers and Acquisitions Funds 130

The Motley Fool

JUNE 22, 2024

By investing $3,000 into each of these five stocks, you can expect to earn over $2,000 in cumulative dividend income over the next four years. Leading up to the pandemic, Chevron was in a stronger financial position and had less leverage than Exxon. Should you invest $1,000 in United Parcel Service right now?

Mergers and Acquisitions 245

Mergers and Acquisitions Investing Leveraging Debt 245

The Motley Fool

NOVEMBER 8, 2024

If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $23,657 !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,034 !*

Debt 130

Debt Shareholders Leveraging Capital 130

The Motley Fool

AUGUST 5, 2024

If you invest $9,000 into each of the following stocks -- ExxonMobil (NYSE: XOM) , Kinder Morgan (NYSE: KMI) , and Phillips 66 (NYSE: PSX) -- you can expect to earn over $1,000 a year from dividend income alone. ExxonMobil's dividend is a core part of its investment thesis ExxonMobil is the most valuable U.S.-based

Investing 243

Investing Debt Leveraging Prospects 243

The Motley Fool

MAY 9, 2024

The company operates as a business development corporation ( BDC ) and invests in debt or equity in mid-sized companies that banks overlook. Ares Capital is also a registered investment corporation (RIC), meaning it must distribute 90% of its income to investors in order to be exempt from federal taxes.

Initial Public Offering 246

Initial Public Offering Leveraging Banks Debt 246

The Motley Fool

DECEMBER 18, 2024

Where to invest $1,000 right now? The oil company has been slowly monetizing that position to raise cash to repay debt. The MLP expects its leverage ratio to end the year at 3 times, down from 3.7 That's much lower than Energy Transfer, which expects its leverage ratio to be toward the lower end of its 4 times to 4.5

Leveraging 130

Leveraging Debt Assets Capital 130

The Motley Fool

MAY 17, 2024

If you're seeking passive income, you need to think about investing in a slightly different way. At the end of the first quarter of 2024, Exxon had a debt-to-equity ratio of roughly 0.2. Chevron's debt-to-equity ratio was even lower at 0.14. The next-closest peer had a debt-to-equity ratio of around 0.4

Leveraging 245

Leveraging Debt Assets Returns 245

The Motley Fool

MAY 12, 2024

Exchange-traded funds (ETFs) are compelling investments well worth considering for your portfolio. One kind of ETF you may want to steer clear of is the leveraged ETF , and a good example is the ProShares UltraPro QQQ ETF (NASDAQ: TQQQ). What's a leveraged ETF? If your investment doubles in value, your stake is now worth $4,000.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Mutual Funds Exchange-Traded Funds 246

The Motley Fool

OCTOBER 22, 2024

AGNC Investment Corp. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good morning, everyone, and welcome to the AGNC Investment Corp. Katie Turlington -- Investor Relations Thank you all for joining AGNC Investment Corp.'s Image source: The Motley Fool. Please go ahead.

Investing 241

Investing Securities and Exchange Commission (SEC) Leveraging Mutual Funds 241

Private Equity Wire

JANUARY 14, 2025

The financing package includes a unitranche loan of about $3bn intended to refinance PCI Pharmas current debt, the unnamed sources said. PCI Pharmas current financial obligations include a $1.9bn leveraged loan, approximately $700m in preferred equity, and other liabilities. percentage points over SOFR. percentage points over SOFR.

Liabilities 90

Liabilities Leveraging Debt Stakes 90

The Motley Fool

SEPTEMBER 4, 2024

For capital-intensive businesses that tend to carry a high amount of debt on their balance sheets, lower interest rates can reduce the cost of capital and make debt financing less expensive. Investing $800 into each stock should produce over $100 a year in passive income. Should you invest $1,000 in Kinder Morgan right now?

Debt 246

Debt Investing Assets Leveraging 246

The Motley Fool

AUGUST 4, 2024

Investing in a rental property can be expensive. Leading residential real estate investment trust (REIT) Invitation Homes (NYSE: INVH) owns and manages over 100,000 rental homes. For example, the REIT launched a third-party management platform earlier this year, leveraging its in-house capabilities to earn additional income.

Investing 246

Investing Debt Leveraging Portfolios 246

The Motley Fool

JUNE 21, 2024

Investing is all about putting money to work now that you hope will be worth more later. Let's start with leverage. Cruise lines took on a lot of additional debt during the pandemic-related shutdown in 2020 that lasted well into 2021. Leverage isn't typically a positive thing, but let's play this out. on Thursday.

Enterprise Values 246

Enterprise Values Debt Leveraging Returns 246

The Motley Fool

DECEMBER 9, 2024

If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $369,349 !* Apple: if you invested $1,000 when we doubled down in 2008, youd have $45,990 !*

Education 242

Education Professional Services Leveraging Accounting 242

Private Equity Professional

JANUARY 8, 2025

BlackRock made headlines in late 2024 through the firms acquisition of HPS Investment Partners , backed by their expectation that the private debt market will more than double to $4.5 This has created a very active M&A and joint-venture market that does not seem to be slowing anytime soon. trillion by 2030. [2]

Mergers and Acquisitions 100

Mergers and Acquisitions Finance Financing Banks 100

Private Equity Professional

APRIL 3, 2025

Chicago-based Linden Capital Partners is focused exclusively on leveraged buyouts in the healthcare and life science industries, with a specific interest in medical products, specialty distribution, pharmaceutical, and services segments of healthcare.

Capital 100

Capital Leveraged Buyouts Buyout Funds 100

The Motley Fool

NOVEMBER 14, 2024

As the oil and gas industry recovered, Chevron used outsize profits to reward its shareholders even more with buybacks and dividends , and still have enough dry powder left over to pay down debt. It finished the third quarter of 2024 with a net debt ratio of 11.9%, which was higher than 8.1% and increased its dividend by 21.6%.

Debt 246

Debt Leveraging Shareholders Capital 246

The Motley Fool

NOVEMBER 8, 2024

Joining me today with prepared comments are Dwayne Hyzak, chief executive officer; David Magdol, president and chief investment officer; and Ryan Nelson, chief financial officer. Also participating in the Q&A portion of the call is Nick Meserve, managing director and head of Main Street's Private Credit Investment Group.

Capital 130

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

The Motley Fool

DECEMBER 19, 2024

Should you invest $1,000 in Lennar right now? if you invested $1,000 at the time of our recommendation, youd have $790,028 !* reflecting our lower volume and lower average sales price leverage. debt to total capital ratio. Please note that Lennar assumes no obligation to update any forward-looking statements.

Debt 242

Debt Assets Capital Banks 242

The Motley Fool

AUGUST 8, 2024

Devon invested $890 million into maintaining and growing its oil output and spent $81 million on acquisitions. Even with all that investment spending, the company produced $587 million of free cash flow during the period. billion, putting its net leverage ratio at around 0.6 billion of debt.

Investors 245

Investors Shareholders Leveraging Debt 245

The Motley Fool

APRIL 29, 2024

Should you invest $1,000 in MicroStrategy right now? We believe such investment and capability will encourage current on-prem customers to embrace the benefits of MicroStrategy, clouds such as containerized architecture, proactive cloud management from experts, seamless backups, and single-click updates. Debt financing.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

JANUARY 22, 2025

Higher risk, higher potential reward The greatest beneficiaries of higher oil prices are leveraged companies or companies with higher breakeven levels. OXY Financial Debt to Equity (Quarterly) data by YCharts Each E&P pays a dividend, but they aren't nearly as reliable as ExxonMobil and Chevron. compared to 3.6%

Leveraging 246

Leveraging Debt Capital Assets 246

The Motley Fool

AUGUST 5, 2024

Instead, it's a highly leveraged yen "carry trade" that has led to billions of dollars in selling and liquidations starting in the crypto market on Sunday night. But the fact the yen carry trade is inherently a leveraged trade means there can be billions of dollars of positions (long and short) unwound in a short amount of time.

Leveraging 246

Leveraging Hedge Funds Assets Debt 246

The Motley Fool

MAY 15, 2024

While oil stocks have fallen out of favor for most investors, they rank as two of Buffett's top holdings (fifth- and sixth-largest, respectively), comprising nearly 10% of its investment portfolio. Both energy companies are investing heavily to grow even bigger. billion of debt. That put its leverage ratio at 12%, or 8.8%

Debt 246

Debt Enterprise Values Leveraging Funds 246

Private Equity Wire

JANUARY 9, 2025

Calpine was taken private in 2017 in a $17bn transaction led by ECP, alongside co-investors CPP Investments and Access Industries. If finalised, this acquisition will rank among the largest in the US power industry since TXU Corps $45bn leveraged buyout in 2007.

Leveraged Buyouts 97

Leveraged Buyouts Buyout Capital Leveraging 97

The Motley Fool

JANUARY 23, 2025

Additionally, American Airlines has worked diligently to reduce its substantial debt load, successfully cutting $15 billion at a faster pace than the anticipated timeline. Highlights from the Quarter The fourth quarter saw American Airlines leveraging strong passenger demand and efficient route management to deliver record revenue.

Debt 130

Debt Leveraging Assets Returns 130

The Motley Fool

FEBRUARY 27, 2025

Despite achieving substantial debt reduction and strategic advancements, Viatris fell short of analysts' forecasts. Viatris made significant strides in reducing its debt by $3.7 billion, achieving a leverage ratio of 2.9. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen.

Debt 130

Debt Leveraging Shareholders Portfolios 130