Remove Enterprise Values Remove High Net Worth Individuals Remove Taxes
article thumbnail

New Mountain closes Fund VII at $15.4bn

Private Equity Wire

New Mountain describes itself as “a business that builds businesses,” and says it has generated over $85bn of enterprise value gains in its private equity companies since its inception, without one PE bankruptcy or missed interest payment. Simpson Thacher & Bartlett advised on the fund.

article thumbnail

Top 25 Lower Middle Market Investment Banks | Q2 2023

Axial

Our team has advised on over $2 billion of successful transactions with private equity firms, high net-worth individuals, and public companies. Sun M&A brings extensive, broad based expertise, yielding the greatest probability of a successful sale with a maximum net after-tax yield.”

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

Top 25 Lower Middle Market Investment Banks | Q3 2024

Axial

We understand and appreciate the complexities of our clients’ enterprises, and we unwaveringly espouse to our motto of doing good work for good people.” In order to do that, you need a succession plan that fulfills your desires and addresses all the issues of estate planning and taxes.

article thumbnail

Agree Realty (ADC) Q4 2023 Earnings Call Transcript

The Motley Fool

We recorded $709,000 of income tax expense during the fourth quarter. As of December 31st, pro forma for the settlement of our outstanding forward equity, net debt to recurring EBITDA was approximately 4.3 Excluding the impact of unsettled forward equity, our net debt to recurring EBITDA was 4.7 Haendel St. That's helpful.

Debt 130
article thumbnail

Transcript: Julian Salisbury, GS

The Big Picture

So how do you then go from tax and audit practice to finance and investing? If I’d moved to Hong Kong, I think it would have looked like a fairly self-serving tax trade. And what I found was it was just a phenomenal training ground for somebody who wants to then go on to invest, especially doing more micro-level analysis.