The Motley Fool

JULY 17, 2023

The major responsibilities of the bank are to ensure the company's financials are ready to be filed with the Securities and Exchange Commission (SEC) and to perform due diligence on the company to help arrive at an appropriate IPO share price.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Due Diligence Initial Public Offering 246

Private Equity Insights

FEBRUARY 22, 2024

As we look forward, the prospects for ABL and real estate debt are promising, with expectations of continued AUM growth and strategy sophistication. The use of advanced analytics, artificial intelligence, and machine learning can enhance asset selection, due diligence, risk assessment, and portfolio management.

Debt 244

Debt Assets Due Diligence Banks 244

Private Equity Professional

SEPTEMBER 26, 2024

The team at ATIS has established a leading business that aligns nicely with our vision for growth, enabling us to advance the ATIS platform and drive positive outcomes for all stakeholders.”

Due Diligence 130

Due Diligence Consulting Consultants Asset Management 130

Private Equity Insights

NOVEMBER 2, 2023

An agreement could be reached in the coming months depending on the outcome of the due diligence, the people said. The discussions with prospective suitors ground to a halt later amid tightening financing conditions and lower-than-expected bids, people familiar with the matter have said. and Avic Trust Co.

Due Diligence 130

Due Diligence Initial Public Offering Bidding Private Equity Firms 130

Private Equity Insights

JUNE 28, 2023

BC Partners’ investment committee became uncomfortable with the asking price after conducting due diligence on the business, one of the sources said. Another concern regarded WGSN’s growth prospects because some of its activities such as interior design have fewer recurring customers.

Bidding 130

Bidding Private Equity Firms Private Equity Firms Due Diligence 130

The Motley Fool

SEPTEMBER 30, 2023

At the same time, analysts are still just people with an opinion -- they make an educated guess about a company's prospects, and they can be wrong. That said, as long as you base your buying and selling on your own due diligence , analyst ratings can still be a helpful tool in your investing process.

Due Diligence 130

Due Diligence Education Prospects Investors 130

Million Dollar Round Table (MDRT)

JUNE 27, 2023

We want our clients, our prospects and those who refer us to understand what we’re great at and that we’re specialists in that field, much like cardiologists are specialists in their field. By David Podell You don’t go to a cardiologist because your knee hurts. We developed into situational specialists.

Due Diligence 98

Due Diligence Taxes Prospects 98

The Motley Fool

JULY 21, 2023

If there's anything that the 2022 crypto meltdown taught investors, it's that you need to do the proper amount of due diligence before getting involved with digital currencies. There are plenty of good crypto investments out there with solid long-term growth prospects. Unfortunately, Dogecoin and ApeCoin are not among them.

Due Diligence 130

Due Diligence Prospects Investors Investing 130

The Motley Fool

OCTOBER 12, 2024

But, as wise investors know, recent price action is in no way a substitute for doing due diligence. Summit Therapeutics (NASDAQ: SMMT) is an exciting stock for many investors as its shares are up by 158% in the last three months alone.

Due Diligence 130

Due Diligence Bidding Liabilities Debt 130

Private Equity Professional

SEPTEMBER 10, 2024

Changed Buyer Behavior Results in a Changed Seller Mindset The approach of many business owners before a sale has changed in response to sweeping changes in how buyers choose to address the prospective seller universe. 2) More sharing of high-level information prior to launch. (3) 4) More targeted processes. (5)

Mergers and Acquisitions 100

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

The Motley Fool

JULY 12, 2024

However, according to a Bloomberg report on Wednesday of this week, that deal now appears to be off, with Bloomberg saying that the deal didn't even make it to the substantial due-diligence phase. Therefore, HubSpot's weekly decline is likely due to it losing that acquisition premium that may have been built into the stock price.

Mergers and Acquisitions 100

Mergers and Acquisitions Due Diligence Prospects Returns 100

The Motley Fool

APRIL 2, 2025

While Tesla's long-term prospects may hold promise, there are significant risks. Shares ultimately look more like a hold on this pullback than a buy, but investors should do their own due diligence and decide for themselves how much they believe in Tesla's future growth plans.

Due Diligence 100

Due Diligence Prospects Shareholders Investors 100

Private Equity Wire

APRIL 29, 2024

PARTNER CONTENT The GP-led secondary market continues to evolve and flourish, supported by ongoing demand for liquidity and a narrowing bid-ask spread between prospective buyers and sellers. The adoption of the GP-led market may continue to create opportunities for GPs, portfolio companies, as well as existing and prospective LPs.

Assets 94

Assets Returns Buyout Due Diligence 94

The Motley Fool

JUNE 27, 2023

But the good news is that there are still plenty of interesting cryptocurrencies out there, and many of them have superior long-term growth prospects and greater utility than dog-themed meme coins. Here's a closer look at three cryptos that should be on your radar right now.

Due Diligence 130

Due Diligence Leveraging Prospects Finance 130

The Motley Fool

NOVEMBER 12, 2024

While investors should always do their own due diligence before buying a stock, it's encouraging to know that one of the greatest capital allocators ever is such a fan of a particular company. If you have Coca-Cola on your watch list, you might be excited to learn that Warren Buffett-led Berkshire Hathaway has long been a shareholder.

Due Diligence 100

Due Diligence Conglomerates Shareholders Prospects 100

Axial

OCTOBER 21, 2024

Finalize the Sale and Close the Deal Complete due diligence Manage buyer questions and site visits Negotiate, sign, and close the deal 1. Pay attention to their communication skills, particularly how they’d navigate difficult conversations with prospective buyers. Key activities during this stage include: #1.

Due Diligence 97

Due Diligence Mergers and Acquisitions Consulting Consultants 97

The Motley Fool

JUNE 26, 2023

Cryptocurrencies like Terra Classic and Pepe serve as reminders that careful research and due diligence are essential before investing. Make sure that your crypto investments match your risk profile , and don't put your money into digital assets without digging into each coin's fundamental value and future prospects.

Due Diligence 130

Due Diligence Finance Financing Legal 130

Pension Pulse

FEBRUARY 10, 2025

Obviously they did their due diligence and liked what they saw or else they wouldn't have tendered an offer. As a result, he said both the supervisory Board and management board have concluded that the offer "is in the best interests of BBGI shareholders and BBGI as a whole".

Pension Funds 59

Pension Funds Education Stakes Asset Management 59

The Motley Fool

JUNE 28, 2024

If you've done your due diligence and feel confident in Block's turnaround story, you could hold onto Block stock. But that just underscores what the investing community thinks about its prospects right now. Hold: It's likely to rebound There's merit to holding onto dropping stocks that have the potential to make a comeback.

Due Diligence 100

Due Diligence Financial Services Banks Shareholders 100

Axial

AUGUST 23, 2024

You must plan the transition, understand your business’s value, create compelling marketing materials, and identify the right buyers to advance to the due diligence stage. This preparation will allow you to confidently address any questions buyers may have during due diligence.

Due Diligence 52

Due Diligence Legal Mergers and Acquisitions Prospects 52

Axial

JULY 13, 2023

During this time, buyers conduct a full due diligence process, while continuing to have meetings with the company’s management team to better understand the business. Normally, an LOI comes after one to three meetings with a prospective buyer. The LOI is an important milestone in the successful sale of a company.

Due Diligence 52

Due Diligence Bidding Prospects Best Practices 52

Axial

OCTOBER 24, 2023

Whether it’s ensuring that a strong management team is in place, the customer base is sufficiently diversified, or financial statements and accounting practices are in proper order, good advisors should be able to help with “diagnostics” to understand any issues prospective buyers may find. Can’t Get Enough Due Diligence?

Due Diligence 52

Due Diligence Fee Structure Legal Best Practices 52

Private Equity Wire

FEBRUARY 29, 2024

They might not have instigated the practices, policies and investor protections that set them up for the rigors of institutional investor due diligence. The prospect of transitioning to a fully-fledged fund model can end up being too much to ask for groups that get too used to certain deal-by-deal perks.

Due Diligence 97

Due Diligence Prospects Capital Funds 97

The Motley Fool

MARCH 5, 2025

Please also refer to our operating and financial review and prospects for 2023 and 2024, which were included as Item 5 of our annual reports on Form 20-F for 2023 and 2024. As Yoav mentioned, our strong balance sheet and cash positions are set to be further enhanced with a prospective $120 million investment from Fortissimo.

Capital 130

Capital Due Diligence Prospects Shareholders 130

Steve Sanduski

DECEMBER 5, 2022

That’s what Shannon and her 30-person team are tasked with managing, from due diligence on individual investment products to the tech platforms that advisors use. That’s prompting more forward-thinking advisors to offer clients and prospects things they may not be able to buy from the proverbial firm across the street.

Due Diligence 52

Due Diligence High Net Worth Individuals Investing Education 52

The Private Equiteer

SEPTEMBER 20, 2022

In my opinion, the course is great (bordering on overkill) if you are learning financial modeling from scratch but prospective private equiteers with some banking experience might be better served by the Private Equity Masterclass. 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 Banks 52

The Motley Fool

JANUARY 25, 2024

As we compare our prospective shipment with vehicle production schedule, we believe approximately 5 million units can be cleared in Q1 and the vast majority of the remainder in Q2. So early adopters, they need a lengthy due diligence process. And we foresee a number of design wins, both in western and in China during 2024.

Due Diligence 130

Due Diligence Banks Amortization Leveraging 130

Udu

MAY 24, 2023

Conduct thorough due diligence Comprehensive due diligence is critical to obtaining accurate and reliable information about the target company. Rigorous due diligence helps to identify potential risks and opportunities, which can impact the valuation.

Due Diligence 40

Due Diligence Best Practices Leveraged Buyouts Collateral 40

Hedgestone

JUNE 30, 2023

A clear, organized financial statement will not only attract more prospective buyers but also speed up the sale process. Their forte lies in representing sellers and assisting them through every aspect of the sales process, from conducting due diligence to negotiating the best deal. Additionally, get your books in order.

Due Diligence 52

Due Diligence Mergers and Acquisitions Prospects Accounting 52

Indigo Marketing Agency

FEBRUARY 6, 2020

Each member of my team did their own due diligence and gave a thumbs-up to moving forward with Indigo as well. Answer: I’m very pleased with Indigo’s work so far and expect to see our SEO and target prospect flow continue to improve. This is a great incentive for Indigo to continue earning their fee.

Due Diligence 52

Due Diligence Education Consultants Consulting 52

Axial

DECEMBER 16, 2024

This will allow you to confidently address any questions buyers may have during due diligence. A third-party Quality of Earnings (QofE) assessment can validate your financials, identify issues to resolve, and expedite due diligence, ensuring a smoother sale.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Accounting 40

Hedgestone

JUNE 17, 2024

Are you ready to dig deeper and uncover what lies beneath the surface of your prospective business acquisition? Assessing Lease Agreements and Property Documents When stepping into the realm of acquiring a new business, assessing lease agreements and property documents becomes a critical part of your due diligence.

Legal 52

Legal Due Diligence Liabilities Assets 52

Sara Grillo

JANUARY 8, 2024

Please conduct your own due diligence and come to your own decision. For marketing tips in the transparency age… Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson.

Accounting 64

Accounting Consulting Consultants Due Diligence 64

Insight Partners

MAY 22, 2024

When an organization experiences M&A (mergers & acquisitions) activity Conduct culture due diligence. Engaged employees are more likely to be committed to their work, as “ a toxic culture is 10.4x more powerful than compensation in predicting a company’s attrition rate.

Companies 52

Companies Due Diligence Mergers and Acquisitions Education 52

Axial

OCTOBER 14, 2024

Here, a buyer will: Perform their own valuation and due diligence of your business, aiming to secure it at the most attractive price for them. They connect you to prospective buyers but work more as a facilitator rather than managing the due diligence that follows. Not all brokers and advisors are the same.

Due Diligence 52

Due Diligence Valuation Analyses Bidding Leveraging 52

Hedgestone

JULY 13, 2023

A company with the potential for significant growth is more valuable than one with limited growth prospects. We can also help you with due diligence, negotiating the best deal, and securing financing or investors. Growth Potential The growth potential of a business can influence its value.

Liabilities 52

Liabilities Due Diligence Assets Taxes 52

The Motley Fool

AUGUST 3, 2023

The utilization of the ATM that Jeff mentioned earlier, will have a prospective impact on the weighted average share count in the second half of the year, the impact of which will be more than offset by the accretive execution of the Series A redemption. It is the contract, still subject to some final due diligence.

Securities and Exchange Commission (SEC) 130

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