The Motley Fool

OCTOBER 13, 2024

You'll need to do some due diligence before making any investment, but once you buy shares of a high-quality REIT, you can sit back and watch the passive dividend income flow into your account. A much easier and lower-cost alternative Whereas rental properties aren't exactly passive investments, REITs are as passive as they get.

Due Diligence 246

Due Diligence Investing Taxes Banks 246

Private Equity Wire

AUGUST 30, 2024

Phoenix was advised by Houlihan Lokey (Corporate Finance), Addleshaw Goddard (Legal), EY (Tax & Financial Due Diligence), Altman Solon (Commercial Due Diligence), Mactavish (Insurance Due Diligence) and Corporate Balance (ESG Due Diligence). Cybanetix was advised by BCLP.

Due Diligence 98

Due Diligence Private Equity Firms Private Equity Firms Legal 98

FinSMEs

SEPTEMBER 19, 2023

a New York-based global provider of corporate compliance and transactional legal support services, acquired Tax Guard, LLC, a Colorado-based tax risk due diligence and monitoring services provider, from Falfurrias Capital Partners. Cogency Global Inc., Terms of the transaction were not disclosed.

Taxes 63

Taxes Due Diligence Legal Capital 63

Private Equity Wire

JANUARY 23, 2024

Bridgepoint was advised by Jefferies (M&A Advisor), Latham & Watkins (Legal Advisor), BCG (Commercial), EY (Financial and Tax Due Diligence), ERM (ESG Due Diligence) and Marsh (Insurance Due Diligence).

Due Diligence 96

Due Diligence Legal Taxes Shareholders 96

Private Equity Wire

OCTOBER 7, 2024

Shareholders were advised by Hogan Lovells (James Cross – legal), EY (Matt Eves – corporate finance), Grant Thornton (Michael Gilmore – tax), Stax (Florent Jarry – commercial due diligence), KPMG (Mark Alcroft – financial due diligence).

Due Diligence 94

Due Diligence Legal Taxes Financing 94

Private Equity Wire

MARCH 1, 2024

Advisors included PWC for financial and tax due diligence, Webber Wentzel for legal guidance and EY for ESG due diligence. The Courier Guy works with a network of delivery partners, kiosks and over 1,200 pick-up and drop-off smart lockers across South Africa. Debt financing for the transaction was provided by RMB.

Due Diligence 98

Due Diligence Private Equity Firms Private Equity Firms Legal 98

Private Equity Wire

NOVEMBER 24, 2023

Astorg was advised by Kumulus Partners (lead M&A), CVA (Commercial Due Diligence), EY (Finance and Tax Due Diligence), Baker McKenzie (Corporate Legal), Crosslake (Tech Diligence), ERM (ESG Diligence) and Marsh (Insurance Diligence).

Due Diligence 95

Due Diligence Private Equity Firms Private Equity Firms Legal 95

Private Equity Insights

AUGUST 14, 2023

.” Advisors for the vendors were Piper Sandler (Corporate Finance); Ashurst (Legal); and Deloitte (Financial and Tax Due Diligence). Endless were advised by Walker Morris (Legal); KPMG (Tax); Lodestone (Political); Jacksonbreen (IT); and PwC (Debt). Management was advised by Burness Paull (Legal).

Private Equity Firms 130

Private Equity Firms Private Equity Firms Due Diligence Legal 130

Private Equity Insights

JULY 10, 2023

while it made a pre-tax profit of £22.3m. Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up In the 12 months to April 30, 2022, DWF’s revenue totalled £416.1m

Law Firms 130

Law Firms Due Diligence Private Equity Firms Private Equity Firms 130

Private Equity Wire

FEBRUARY 29, 2024

RoC was advised by Raymond James for M&A, Kirkland & Ellis for legal and PWC for financial and tax due diligence. Since Gryphon’s initial investment in 2019, RoC has experienced significant organic growth, broadened its distribution footprint in the US and internationally, and expanded its product portfolio.

Due Diligence 98

Due Diligence Private Equity Firms Private Equity Firms Investors 98

Million Dollar Round Table (MDRT)

JUNE 27, 2023

We determined that we were going to specialize in vetting and doing due diligence on multiple plan designs and combinations that are available in the marketplace. This gives them the ability to reduce the amount of taxes they are currently paying on their income and possibly even reduce their tax bracket.

Due Diligence 98

Due Diligence Taxes Prospects 98

Private Equity Insights

JUNE 28, 2023

Analysts earlier this year estimated a sale of WGSN could fetch more than 800 million pounds including debt or 16-18 times its expected 2023 earnings before interest, tax, depreciation and amortisation (EBITDA).

Bidding 130

Bidding Private Equity Firms Private Equity Firms Due Diligence 130

The Motley Fool

MARCH 12, 2024

This can include a mortgage origination fee, title insurance, credit reporting fees, local taxes, and more. Home inspection When you sign a purchase contract, you'll typically have a certain number of days to do whatever due diligence you deem necessary.

Due Diligence 130

Due Diligence Taxes Debt Legal 130

The Motley Fool

OCTOBER 23, 2024

In short, I'd let familial ties replace due diligence. I lost over $1,000 to a single fee and forfeited tax benefits because I felt too stressed to calculate cost vs. benefits. Worst of all, I realized I had zero insight into the company itself. Why did the stock tank? I didn't know. Was the company struggling? Not a clue.

Due Diligence 130

Due Diligence Leveraging Investing Financial Services 130

Private Equity Wire

APRIL 10, 2024

Colmore, a Preqin-owned private markets investor services business focused on LPs and allocators, has partnered with Dasseti, a provider of digital due diligence software platforms, to deliver post-investment and ESG managed service data collection for LP clients.

Due Diligence 75

Due Diligence Taxes Assets Funds 75

Private Equity Wire

FEBRUARY 21, 2024

Ranger was advised by Cortus for financial and tax due diligence, RSM for tax structuring and Gateley Legal for legal support.

Due Diligence 75

Due Diligence Private Equity Firms Private Equity Firms Legal 75

The Motley Fool

OCTOBER 31, 2024

Tax Considerations -- It's important to consider the tax implications of baby bonds. Unlike municipal bonds, which may offer tax exemptions, the interest earned on baby bonds is typically subject to federal income tax and potentially state and local taxes.

Due Diligence 100

Due Diligence Investing Bidding Taxes 100

FinSMEs

MARCH 11, 2024

Recap, a UK-based provider of a crypto tax calculation service, received a £300K Innovate UK Grant. The company intends to use the funds for the development of its privacy-focused collaborative crypto tax and client due diligence platform for accountants and professional services.

Due Diligence 68

Due Diligence Professional Services Taxes Accounting 68

The Motley Fool

SEPTEMBER 17, 2024

This makes women more likely to have a buy-and-hold strategy that doesn't require as much maintenance and redistribution, and less likely to get dragged down by fees and taxes from a more active investment approach," Beese explained. Studies show that women do more homework before investing."

Due Diligence 130

Due Diligence Investing Investment Horizon Education 130

The Motley Fool

JANUARY 31, 2024

It's certainly time to consider buying some, as long as you do your due diligence and understand the risks and opportunities. Adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) turned positive after a loss the year before, and adjusted net income was $14 million.

Due Diligence 130

Due Diligence Bidding Financial Institutions Amortization 130

Private Equity Insights

JUNE 28, 2023

The firm, which rebranded as Landmark in 2005, recommends investments and offers tax, accounting and recordkeeping services for ultra-wealthy families. The three-person leadership team will be led by co-managing partner Danny Graham, a manager research and due diligence head who left Bear Sterns & Co.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Due Diligence 130

The Motley Fool

DECEMBER 10, 2023

It also achieved its goal of turning profitable on an adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) basis by the end of fiscal 2023. Symbotic also isn't cheap at 15 times this year's sales -- so investors should do their due diligence before buying this red-hot stock.

Due Diligence 130

Due Diligence Amortization Depreciation Earnings Before Interest 130

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

And while ABLE accounts can be a bit more complex for Wisconsin residents, they offer significant tax benefits for individuals with disabilities and their families. The money in the account grows tax-deferred and income from the account is tax-free when used for qualified expenses. It b ecame law on Dec. SSI, SSDI, Medicaid).

Accounting 98

Accounting Due Diligence Mutual Funds Taxes 98

The Motley Fool

MARCH 29, 2024

I did my due diligence and shopped around with several mortgage lenders. For starters, really dig into your budget and decide how much you're comfortable spending every month on predictable housing costs (mortgage payment, interest, taxes, insurance, or PITI ).

Due Diligence 130

Due Diligence Amortization Taxes Debt 130

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. Resolve any outstanding tax issues, make sure your financial statements are accurate, and address any discrepancies. Look for opportunities to cut costs and improve efficiency.

Due Diligence 97

Due Diligence Mergers and Acquisitions Consultants Consulting 97

Private Equity Wire

FEBRUARY 13, 2025

The winners are: Managers Emerging Fund Raising of the Year: Buyout – 21 Invest (21 Invest Continuation Fund) Emerging Fund Raising of the Year: Co-invest – Qualitas Funds (Qualitas Funds Direct II) Emerging Fund Raising of the Year: Direct Lending – Foresight Group Holdings (Midlands Engine Investment Fund II) Emerging Fund Raising (..)

Law Firms 55

Law Firms Buyout Deal Origination Due Diligence 55

Private Equity Wire

AUGUST 24, 2023

Phoenix was advised by Clearwater International (corporate finance & debt advisory), Addleshaw Goddard (legal), OC&C (commercial due diligence) and EY (financial & tax due diligence). Nostra was advised by EY (corporate finance, financial & tax due diligence) and McCann Fitzgerald (legal).

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Legal 52

Private Equity Wire

JULY 26, 2023

Rcapital was advised by Browne Jacobson LLP (legal), RJP LLP (tax), Bespoke M&A (due diligence) and PHD Property Advisory (property). Like this article? Sign up to our free newsletter Author Profile Related Topics Deals Intelligence

Due Diligence 52

Due Diligence Legal Taxes Investors 52

Private Equity Wire

JULY 14, 2023

CapVest was advised by Evercore (financial advisor), Willkie Farr & Gallagher LLP (legal), Kirkland & Ellis (financing), KPMG (financial and tax), EY-Parthenon (commercial), West Monroe (technical due diligence) and Marsh (insurance). Like this article?

Due Diligence 52

Due Diligence Legal Taxes Financing 52

Hedgestone

JULY 1, 2023

Step 3: Conduct Due Diligence Once you’ve identified a business that you’re interested in acquiring, it’s time to conduct due diligence. As you identify potential businesses, be sure to research each one thoroughly to ensure it’s a good fit for your goals and budget.

Due Diligence 52

Due Diligence Legal Financing Finance 52

Diamond Consultants

NOVEMBER 1, 2022

While this is an important step in any due diligence process, evaluating another firm and envisioning what makes an opportunity ideal requires more than checking a series of boxes. Advisors sometimes surprise themselves with the outcome of their due diligence. Consider these 5 key areas to serve as your guide….

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Due Diligence Enterprise Values Taxes 52

Hedgestone

JULY 10, 2023

You should also review the business’s tax returns, which can provide additional information on the business’s financial health. Conducting Due Diligence Once you have a basic understanding of the business, it is time to conduct due diligence.

Due Diligence 52

Due Diligence Mergers and Acquisitions Assets Consultants 52

Hedgestone

JUNE 19, 2023

However, it’s important to do your due diligence to ensure you are making a smart investment. You will want to look at the financial records, including tax returns, profit and loss statements, and balance sheets. We can assist you with every aspect of the purchasing process, from due diligence to negotiating the best deal.

Due Diligence 52

Due Diligence Mergers and Acquisitions Consultants Consulting 52

Hedgestone

JULY 5, 2023

A lawyer can also advise you on legal issues such as liability, tax implications, and intellectual property rights, ensuring that you are not unknowingly giving up any valuable assets or assuming any unwanted liabilities. Due Diligence Managing due diligence can be a time-consuming and complex process.

Due Diligence 52

Due Diligence Legal Consulting Consultants 52

Ron A. Rhodes

AUGUST 9, 2023

OVERVIEW: THE PRUDENT INVESTOR RULE The Uniform Prudent Investor Act (UPIA) (1995), adopted in some form by all 50 states, applies to the investment of private trust funds. The Prudent…

Taxes 58

Taxes Investors Investing Due Diligence 58

Axial

OCTOBER 24, 2023

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. Can’t Get Enough Due Diligence? Included is a checklist for hiring an M&A advisor.

Due Diligence 52

Due Diligence Fee Structure Legal Best Practices 52

Ron A. Rhodes

DECEMBER 21, 2023

In the 401(k) world there has for many years been the option for plan participants to contribute to Roth 401(k) accounts, rather than traditional 401(k) account. For contributions to Roth…

Accounting 65

Accounting Taxes Investors Investing 65