Private Equity Professional

SEPTEMBER 10, 2024

At the time, our primary competition on larger deals wasn’t the major data providers but the free information offered by larger investment banks. Over the past decade, increased specialization among investment banks in specific verticals has extended this capability down-market in certain niches.

Mergers and Acquisitions 100

Mergers and Acquisitions Due Diligence Private Equity Firms Private Equity Firms 100

The Motley Fool

JANUARY 5, 2024

While Hercules and Horizon typically compete for the same business, Ares is slightly different because it focuses on middle-market companies that may fall off the radar of investment banks and other BDCs.

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

Private Equity Insights

DECEMBER 11, 2023

Arkhouse and Brigade believe Macy’s is undervalued in the public markets and have indicated a willingness to raise the offer subject to due diligence, the WSJ report said, adding that an investment bank has provided a letter supporting the group’s ability to raise the necessary financing to get through the deal.

Bidding 130

Bidding Due Diligence Stakes Asset Management 130

Private Equity Insights

JULY 7, 2023

US-based Warburg has signed an exclusivity agreement with Appasamy, and the due diligence has started, they said. Investment bank Edelweiss Finance is managing the sale process, the sources said.

Due Diligence 130

Due Diligence Private Equity Firms Private Equity Firms Stakes 130

Axial

DECEMBER 19, 2023

When we surveyed our Investment Banking members on the topic of Exit-Preparation, only 9.6% We’re pleased to share more information on this topic from FOCUS Investment Banking, an Axial member since 2010 and an Axial sell-side partner since March of 2021. A sell-side QofE can also help expedite due diligence.

Due Diligence 98

Due Diligence Best Practices Investment Banks Investment Banking 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. This is an interesting approach because Ares tends to work with businesses that may be perceived as too risky for other BDCs or may not fit the ideal client profile for an investment bank.

Leveraged Buyouts 130

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

Private Equity Wire

JANUARY 30, 2024

AI has also made inroads in the dealmaking process itself, with a significant share already using or planning to use it in their internal documentation (74%) and for M&A due diligence (63%).

Private Equity Firms 98

Private Equity Firms Private Equity Firms Due Diligence Law Firms 98

Axial

DECEMBER 22, 2023

3 Investment Banking League Tables These league tables reveal the top 25 investment banks that were active on the Axial platform in the first three quarters of 2023. Enjoy these featured podcast episodes from 2023.

Due Diligence 52

Due Diligence Investment Banks Investment Banking Banks 52

Axial

FEBRUARY 15, 2024

When we surveyed Axial’s Investment Banking membership on the topic of exit preparation, we asked a wide range of questions with the hope of distilling the best tips and insights for exit-curious business owners. This is issue 4 of a 5-part series featuring the Investment Bank survey results.

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Due Diligence Investment Banks Investment Banking Education 64

Axial

JUNE 15, 2023

ACT Capital Advisors Alvarez & Marsal Capital Partners SF&P Advisors Newbury Franklin FOCUS Investment Banking Pinewell Capital Cornerstone Business Services, Inc. ” – Stephen Sleigh, Managing Partner of Investment Bank, Peakstone Group “Across the board, the labor market continues to frustrate business owners.

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Mergers and Acquisitions Due Diligence Deal Origination Investment Banks 52

Axial

DECEMBER 14, 2023

On the sell-side, advisors reported that owners have been less eager to enter the market due to declining asset valuations. We recently surveyed the Axial Investment Bank membership on the topic of exit preparation. Out of the 73 investment bankers who participated in the survey, only 1.4%

Due Diligence 59

Due Diligence Investment Horizon Bidding Banks 59

Trivest Partners

NOVEMBER 1, 2022

Seneca Partners was formed in 1999 as a merchant bank, doing both investment banking and investing into privately held companies. In 2003, we formed Seneca Health Partners, a small, committed healthcare fund focused on growth stage investing. Finally, can you regale us with an interesting or funny M&A story?

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 40

Pension Pulse

AUGUST 8, 2023

He also spent 25 years in investment banking at Japanese dealer Nomura Securities, German lender Deutsche Bank AG and U.S.-based Previously, Michael spent over 25 years in investment banking, working across asset classes, in various roles at Nomura Securities, Deutsche Bank and Morgan Stanley.

Venture Capital 52

Venture Capital Capital Pension Funds Startups 52

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. Rather, many of the companies in Ares' portfolio are lower middle market businesses that go overlooked by investment banks or private equity investors.

Leveraged Buyouts 244

Leveraged Buyouts Due Diligence Buyout Venture Capital 244

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 Wells Fargo ranked No.

Shareholders 52

Shareholders Financing Finance Banks 52

The Big Picture

JANUARY 9, 2024

It was underwriting, you know, it was like doing investment banking, underwriting public offerings. It was dealing with like the sort of guts of the bank and like new product development and capital and, and balance sheet. 00:33:08 Who, who is advising him to waive due diligence? I recall you wrote about that.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

The Big Picture

DECEMBER 5, 2023

And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. There was no m and a departments in any investment bank really until the very late seventies. And I was fortunate to be accepted to both.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Sara Grillo

MAY 8, 2023

The fair market value of the cap is what the carrier paid the investment bank to buy the 10% cap. As you say, Well, the fair market value of the 10% cap is what the carrier paid the investment bank to buy the 10% cap. Let’s supposed for a minute the cap is 10%. And that’s it. SARA GRILLO: Why is it dangerous?

Mutual Funds 59

Mutual Funds Taxes Collateral Leveraging 59

The Private Equiteer

SEPTEMBER 20, 2022

Courses are not strictly necessary but very helpful for candidates who have not gone through investment banking analyst programs. Wall Street Prep Premium Package As above, this program has hours upon hours of material covering all the basic types of modeling you would expect an investment banking or private equity analyst to know.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 52

The Big Picture

JANUARY 24, 2023

It was between corporate law and investment banking. RITHOLTZ: So even back then, when it was the size that you could take a Christmas picture with everybody in one room at Goldman, they’re still doing investment banking. RITHOLTZ: Oh, really? KLINSKY: Yeah. They’re trading. They’re advising clients.

Leveraged Buyouts 104

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 104

The Big Picture

OCTOBER 31, 2023

And what I think distinguishes us at Wellington is that we’re able to utilize our public market investors in the due diligence process in helping us assess. And we have co-investors that we work with that are clients of ours that we want to be able to offer them the opportunity to invest also.

Hedge Funds 62

Hedge Funds Mutual Funds Funds Due Diligence 62

The Big Picture

JULY 26, 2022

Well, you have to have a certain track record, be around for certain length of period, be able to check all of their due diligence boxes, and that takes time and money. They could have been in investment banking. WEAVER: Yeah. And I checked zero of those boxes. RITHOLTZ: Right. Dorm room, check. What else we got?

Consulting 117

Consulting Consultants Private Equity Firms Private Equity Firms 117

The Big Picture

FEBRUARY 28, 2023

I was actually running the Investment Banking Club at BYU, and you know, thought I was interested in that, interested in going to Wall Street. And that’s enough time to get to know a space, and to get to know a sector, and to get to know a company and decide if you want to make an investment or not. LAYTON: Yeah.

Assets 57

Assets Due Diligence Private Equity Firms Private Equity Firms 57

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consulting Consultants 59

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. So that, that sort of put Amherst on a different pact because prior to that, our core business model was investment banking, brokerage market making, and underwriting. The LTV was very high.

Hedge Funds 57

Hedge Funds Banks Assets Capital 57

The Big Picture

DECEMBER 20, 2022

My boss, this gentleman I mentioned had been the Finance Minister of Peru was like, I need you to go down to Peru and take a look at the bank, do due diligence, right, 25 years old. And those people are really important for sourcing deals, doing due diligence on deals, doing due diligence on people.

Debt 62

Debt Hedge Funds Banks Assets 62

The Big Picture

APRIL 11, 2023

RITHOLTZ: So have we now gotten to the point where this sort of silliness is over, or are the venture capitalists and investment banks that bring these companies public, are they still playing that game? DAMODARAN: We’re going to do our due diligence. We also tell them to do due diligence.

Education 117

Education Financing Finance Taxes 117