Axial

JANUARY 18, 2024

Leveraging 10 years of behavioral data and relationships on the Axial platform, we help you choose the right advisor for your business. Prepare for due diligence. Be ready for due diligence, which means organizing your financials as much as your legal documents. Get started here.

Due Diligence 64

Due Diligence Private Equity Firms Private Equity Firms Education 64

Axial

OCTOBER 24, 2023

M&A advisors often have an extensive network of service providers that business owners can leverage. These providers help ensure that the transaction is successful by offering specialized expertise in areas such as wealth management, estate planning, tax and insurance advice, exit planning, and legal support.

Due Diligence 52

Due Diligence Fee Structure Legal Best Practices 52

The Motley Fool

AUGUST 9, 2024

Following my comments, David and Jesse will provide additional comments regarding our investment strategy, investment portfolio, financial results, capital structure and leverage, and our expectations for the third quarter of 2024. After which, we'll be happy to take your questions. Net asset value, or NAV, increased by $0.26 times and 2.1

Capital 130

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

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. This will enable you to leverage your existing skills and networks to grow the business. It involves reviewing financial statements, tax returns, contracts, and legal documents.

Due Diligence 40

Due Diligence Mergers and Acquisitions Legal Liabilities 40

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

Hedgestone

JULY 11, 2023

A comprehensive marketing strategy may include advertising in industry publications, leveraging social media platforms, and attending networking events. Due Diligence After negotiating the terms of the deal, the next step is to conduct due diligence.

Due Diligence 40

Due Diligence Legal Consulting Consultants 40

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

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

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Leveraged Buyouts In contrast, there are leveraged buyouts (LBOs) that involve acquiring established companies with the aim of restructuring or improving their operations to enhance profitability.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Leveraged Buyouts In contrast, there are leveraged buyouts (LBOs) that involve acquiring established companies with the aim of restructuring or improving their operations to enhance profitability.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 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

The Motley Fool

FEBRUARY 28, 2024

Virtually, all commercial, military, and government organizations are focused today on leveraging AI to improve their operations, optimize their processes, and transform their businesses. DLA Piper is using generative AI to significantly reduce the labor associated with limited partner agreement due diligence.

Liabilities 130

Liabilities Due Diligence Professional Services Legal 130

Hedgestone

JULY 10, 2023

We can help you value your cleaning business, market it to potential buyers, negotiate the best deal, and guide you through the due diligence and closing process. Complete Due Diligence After you have agreed on the terms of the sale, the buyer will typically conduct due diligence on your business.

Due Diligence 40

Due Diligence Liabilities Assets Taxes 40

The Motley Fool

AUGUST 21, 2023

Both results include the approximately $60 million cash payment related to the legal settlement that we discussed last quarter. You know, there are still, I would say, lengthened sales cycles out there and customers really making sure that they take advantage of doing their full due diligence. and 25.4%, respectively.

Leveraging 130

Leveraging Banks Taxes Due Diligence 130

Sara Grillo

DECEMBER 22, 2023

Please conduct your own due diligence and come to your own decision. 3 Leverage Fiduciary resources and learn what a pure fiduciary is Institute for the Fiduciary Standard houses a library of Advisor On My Side resources. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. Check it out.

Due Diligence 52

Due Diligence Consulting Consultants Legal 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

FEBRUARY 11, 2025

This includes: Business licenses Leases for premises or equipment Intellectual property documents (such as patents and copyright statements) Ensure these documents are free of legal issues and transferrable to the new owner. Without this assurance, your companys perceived value could significantly decrease in the eyes of prospective buyers.

Prospects 52

Prospects Due Diligence Capital Bidding 52

Axial

MAY 4, 2023

We work closely with our client’s financial and legal advisors. These situations often call on us to leverage our symbiotic relationship with the services of Gleason Experts, where we have deep expertise in forensic accounting, litigation support, and bankruptcy proceedings.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Sara Grillo

MAY 8, 2023

Add in some leverage and POOF it’s a powder keg waiting to explode! It gets even worse in the case of using leverage. Aggressive illustrations depict aggressive performance expectations , and then the policy doesn’t perform well enough to overcome the policy charges. SARA GRILLO: The tool… Can you just talk about that?

Mutual Funds 59

Mutual Funds Collateral Taxes Leveraging 59

The Motley Fool

AUGUST 9, 2023

Furthermore, we have actively secured multiple sources of non-dilutive capital as we diligently expand our global green hydrogen generation network. 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. Does that help, Bill?

Securities and Exchange Commission (SEC) 100

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

Axial

JANUARY 30, 2024

Leveraging our M&A expertise, we have been successful in a broad range of sectors including business services, IT services, healthcare, industrial, software / hardware, consumer retail etc. We doubled in size in 2023, one of the worst M&A markets in the recent decade. Our fees are 100% performance based paid at close of transaction.”

Investment Banks 105

Investment Banks Investment Banking Banks Mergers and Acquisitions 105

The Motley Fool

MARCH 2, 2024

They want to leverage the investments, they being Capital One, leverages the investments and their network they've put down for the last decades, and they can do that by getting larger very quickly with as you say an all-stock deal. The famous or infamous word, I guess would be scale.

Financial Services 130

Financial Services Capital Mergers and Acquisitions Banks 130

The Big Picture

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. It was just huge for the time.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Private Equity Wire

SEPTEMBER 28, 2023

It’s not a deal breaker, but it did mean we had to change our processes, spend more legal time and resources, and educate investors all over again about what the changes meant,” says Emilie Huyghues Despointes, ESG Officer at MV Credit. Smaller organisations are feeling the impact.

Due Diligence 98

Due Diligence Legal Education Assets 98

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. Inventory is a key asset we leverage to drive sales and maximize profits while scaling the business as a high-growth retailer. The fourth pillar is focused on inventory optimization.

Taxes 130

Taxes Leveraging Accounting Capital 130

Axial

OCTOBER 26, 2023

Based in Kansas, we operate nationally, leveraging our extensive banking experience and in-depth knowledge of financing to provide a seamless transaction process for both parties involved. provide world-class financial advice and assistance to companies, institutions, governments, and individuals in the US and around the world.

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

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

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. And this year, we have worked at optimizing that resource pool to maximize leverage. We've increased focus on asset leverage, particularly inventory.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

MARCH 5, 2024

I was more in a support role, but I also definitely did a lot of research for him, and I provided both administrative but also operational and research leverage to him. So and then I worked in the private equity, private funds, hedge fund side for my billionaire boss who is the founder of this large firm. That might seem like a small thing.

Hedge Funds 130

Hedge Funds Funds Due Diligence Companies 130

Private Equity Wire

DECEMBER 3, 2024

These technologies allow firms to process massive volumes of unstructured data—such as PDFs, legal documents, and financial reports—at unprecedented speed, scale but also precision. For example, AssetMetrix is leveraging newly developed RAG capabilities to simplify and optimize data ingestion and consumption.

Due Diligence 90

Due Diligence Consulting Consultants Leveraging 90

The Motley Fool

AUGUST 10, 2023

We are focused on leveraging our industry-leading science and cultivation expertise to produce some of the world's most innovative products and high-potency cultivars. Lately, there's been a lot of media reports indicating that the Greens party in the country have been trying to legalize cannabis for recreational purposes.

Capital 130

Capital Due Diligence Debt Shareholders 130

The Motley Fool

MARCH 6, 2025

And because we are now uniquely built to wrap around a cloud-based data warehouse, or a CDW, a customer can quickly and efficiently implement a modern data analytics solution or leverage new AI opportunities with just their preferred CDW and Domo, instead of cobbling together four or five different solutions from different vendors.

Due Diligence 147

Due Diligence Leveraging Companies Debt 147

Clearlake Capital Group

MARCH 24, 2025

We have grown revenue by approximately 40%, EBITDA by 60%, expanded margins by nearly 600 basis points, and leverage has come down from 9 times to 3.6 BofA Securities is serving as financial advisor to Dun & Bradstreet and Weil, Gotshal & Manges LLP is serving as legal counsel. The go-shop period is 30 days.

Securities and Exchange Commission (SEC) 45

Securities and Exchange Commission (SEC) Mergers and Acquisitions Capital Shareholders 45

Axial

FEBRUARY 11, 2025

Buyers dont want to invest time and resources in due diligence such as reviewing financials and conducting a valuation only to have you back out of the deal. Completing these tasks will not only increase the perceived value of your business but will also make it easier to address questions during the due diligence process.

Exit Strategy 40

Exit Strategy Due Diligence Consulting Consultants 40

The Motley Fool

JANUARY 29, 2025

Our free cash flow in 2024 were just over $2 billion at the point -- at the end of the point of our guidance range, increasing by approximately 10% versus 2023, excluding the upfront payment from Sanofi, driven by higher net profit and our ongoing efforts to improve our working capital management, partially offset by higher legal payments.

Assets 130

Assets Capital Debt Portfolios 130

Axial

NOVEMBER 18, 2024

This is because smaller deals require the same amount of work as larger ones when it comes to preparation, marketing, due diligence, negotiations, and closing the deal. For example, some businesses may have outstanding legal disputes or litigation, high levels of debt, or declining cash flow. This is where we can help.

Fee Structure 52

Fee Structure Due Diligence Bidding Accounting 52