The Motley Fool

FEBRUARY 13, 2025

Those sales weighed on the REIT's adjusted funds from operations ( FFO ), which declined by 9.3% The company set its 2025 investment volume target based on the level it can fund without needing to access the equity market by issuing new shares to fund acquisitions. per share last year. Carey's adjusted FFO rose 1.7%

Exit Strategy 130

Exit Strategy Assets Portfolios Funds 130

The Motley Fool

JUNE 16, 2023

Exits mature assets and recycles the capital into new investments. The company believes this strategy will help grow its funds from operations (FFO) per share by more than 10% annually over the long term. Brookfield's strategy has been on full display this year. Enhances them through operations-oriented management.

Exit Strategy 130

Exit Strategy Private Equity Firms Private Equity Firms Bidding 130

Private Equity Wire

OCTOBER 14, 2024

Due to lower interest rates and stronger stock markets, IPOs are likely to become a more popular exit strategy for buyout firms, especially by 2025, according to Stathopoulos said, ho also noted that for large investments, private equity firms will face a decision between taking companies public or moving them to continuation funds.

Private Equity Firms 88

Private Equity Firms Private Equity Firms Initial Public Offering Exit Strategy 88

Private Equity Wire

APRIL 10, 2024

“We are uniquely positioned to serve all participants in the growing private credit markets, supporting them in connection with fund formation, structuring and negotiating a variety of loan and other financing transactions, as well as implementing their exit strategies.”

Exit Strategy 75

Exit Strategy Law Firms Asset Management Financing 75

Private Equity Wire

JANUARY 17, 2024

The 2024 report, which examines the latest trends in fund finance, M&A and leveraged finance as well as progress on ESG and DEI, reveals that the industry is bracing itself for a challenging year as the impact of higher interest rates, tighter liquidity and slower deal markets continues to be felt.

Exit Strategy 98

Exit Strategy Leveraging Financing Debt 98

The Motley Fool

FEBRUARY 14, 2024

It made the move following its decision to enhance its real estate portfolio and financial profile by exiting the office sector and resetting its payout ratio to a lower level. The REIT believes this transition will pay big dividends in the future.

Exit Strategy 130

Exit Strategy Shareholders Assets Portfolios 130

Private Equity Wire

JANUARY 8, 2024

PARTNER CONTENT Citco is a pioneer in independent fund administration for the alternative investment industry, offering scalable and innovative solutions to meet the specific needs of its clients. Tim Harvey, Head of Private Equity – North America, Citco Fund Services (USA) Inc

Assets 98

Assets Best Practices Exit Strategy Financing 98

Private Equity Wire

NOVEMBER 13, 2023

We integrate ESG considerations into our decision-making processes at every stage of our investment cycle, from screening opportunities to the exit strategy, with ongoing operational support throughout detention. How are you and your clients integrating ESG considerations into your firm’s decision-making processes?

High Net Worth Individuals 98

High Net Worth Individuals Exit Strategy Consultants Consulting 98

Axial

MARCH 11, 2025

Advisors will assess the buyers ability to fund the acquisition, including where the funds will come from and how the purchase will be financed whether through cash, debt, or a combination. The advisor saw this as a strong fit, which played a key role in the success of the sale.

Due Diligence 52

Due Diligence Consultants Consulting Leveraging 52

Axial

FEBRUARY 13, 2025

Search Fund Consumer Goods, Manufacturing QoE EBITDA Discrepancies The deal fell apart after it came back $1M less in EBITDA in dilligence. Search Fund Industrials, Construction Renegotiation The buyer found something material last minute, which prompted a renegotiation, and the seller was unable to budge. Revenue Avg. EBITDA Avg.

Due Diligence 52

Due Diligence Mergers and Acquisitions Exit Strategy Financing 52

Axial

JANUARY 30, 2024

With over 100 years of combined experience in the M&A industry, we take pride in being experts at planning, facilitating, and executing exit strategies with extremely favorable results. Advisor to: Investment managers in the alternative-asset classes, including venture capital, private equity, and hedge funds.

Investment Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

The Motley Fool

JANUARY 28, 2024

Ricky Mulvey: The way many people plan for retirement in the United States is through a 4019(k) and the primary investment vehicle that people use in a 4019(k) is a target date fund. Seems to work for a lot of people, but what is your issue with target date funds? It's because it's a default option in many cases.

Stock Market 130

Stock Market Stock Market Funds Returns 130

The Private Equiteer

FEBRUARY 28, 2023

Why Companies Do PIPE Deals Public companies have several options for raising capital: Debt from direct lenders or issuing bonds Rights issues Secondary offerings And finally, PIPE deals Debt is almost always cheaper than equity, and raising equity from the public is usually cheaper than dealing with sharps like hedge funds, PE, and Uncle Warren.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investing Fee Structure 52

Fortune Financial

SEPTEMBER 25, 2023

Intermediate and short-term goals may include saving for a vacation, buying a home, paying off debts or funding your child’s education. Education Funding If you have children, education funding is a significant consideration. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 59

Axial

OCTOBER 26, 2023

.” Visit BMI’s Profile “Young America Capital leverages strong relationships with banks, venture-capital and private-equity funds, family offices, fund-of-funds, foundations, hedge funds, Fortune 500 M&A executives and large employers’ retirement systems to facilitate clients’ goals.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Fortune Financial

SEPTEMBER 25, 2023

Intermediate and short-term goals may include saving for a vacation, buying a home, paying off debts or funding your child’s education. Education Funding If you have children, education funding is a significant consideration. Long-term goals typically encompass retirement planning, wealth preservation and estate planning.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 52

The Motley Fool

MAY 28, 2024

Needless to say, we were a little worried that we might get taken over, a hostile takeover might come our way, and so we took in some private equity funds from Leonard Green that in the legal agreement, they had the vote with management for certain period of time, so it would act as protection money. Rowes business?

Investors 130

Investors Stakes Consultants Consulting 130

Axial

JANUARY 15, 2025

Like any goal setting in business, your exit goals should be specific, measurable, achievable, realistic, and time-bound, especially as you think about your ideal exit timeline. There are countless questions to answer, but some of the most important are: How much money do you need to fund your goals after stepping down?

Due Diligence 59

Due Diligence Consultants Consulting Exit Strategy 59

Trivest Partners

SEPTEMBER 27, 2022

.” TONY HILL John, welcome to the second installment of Beyond Control , our interview series where we profile current and former founders who have worked with Trivest’s Growth Investment Fund (also known as TGIF) and showcase their experience working with us. Trivest’s TGIF fund allowed me to have the best of both worlds.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Exit Strategy Banks 40

Axial

JULY 27, 2023

that provides M&A advisory, capital markets, corporate finance, and investment banking services to a diverse client base, including closely-held businesses, corporations, financial institutions, financial sponsors, hedge funds, and private equity groups in the Americas.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

The Motley Fool

APRIL 25, 2024

An additional differentiator is the meaningful work done by our teams to help building sustainable healthcare systems through partnerships with the ministries of health, trainings of healthcare professionals, and our impact investment fund focused on supporting exclusive start-ups and businesses. Thanks for taking my questions.

Education 130

Education Banks Shareholders Assets 130

Private Equity Insights

MARCH 4, 2025

While fee income from private equity is expected to decline modestly in 2025, Carlyles latest US buyout funds posted strong returns of 15% and 21% respectively. The private equity giant anticipates a resurgence in dealmaking despite a slow start to the year, driven by improving economic conditions and market stability. a year earlier.

Leveraged Buyouts 147

Leveraged Buyouts Buyout Exit Strategy Bidding 147

Private Equity Insights

FEBRUARY 25, 2025

Robert also noted that Europes mid-market private equity segment is less reliant on IPOs for exit strategies, offering greater resilience in todays volatile market. He emphasized that European companies remain undervalued compared to their US peers, and their lower leverage levels make them attractive investments.

Exit Strategy 130

Exit Strategy Asset Management Leveraging Stakes 130

Private Equity Wire

DECEMBER 20, 2024

Brookfield is one of a number of private equity funds adopting a cautious approach to European deals, despite having ample cash, choosing to focusing on exit strategies before committing to new acquisitions, according to a report by Reuters.

Mergers and Acquisitions 97

Mergers and Acquisitions Exit Strategy Private Equity Firms Private Equity Firms 97

Axial

FEBRUARY 11, 2025

There are several types of exit strategies for small businesses, each requiring careful planning. In this post, we focus on developing an exit strategy to sell your business through the mergers and acquisitions (M&A) process.

Exit Strategy 40

Exit Strategy Due Diligence Consultants Consulting 40

The Motley Fool

FEBRUARY 5, 2024

For Amazon this just isn't really a big deal, for iRobot obviously it was a very big deal and this was a bit of an exit strategy and perhaps this was something that they were thinking from the moment they went public. Maybe this was part of the exit strategy plan there. Well, a [laughs] little less attractive.

Mutual Funds 130

Mutual Funds Education Banks Exit Strategy 130

Axial

JANUARY 27, 2025

A lack of clarity can create issues with prospective buyers, who will want to know you’re certain about your exit before they proceed with their own process. There are many reasons to sell a business. Its also important to review documents like leases, as your location and premises may significantly impact your businesss value.

Due Diligence 52

Due Diligence Exit Strategy Bidding Consultants 52

Axial

MARCH 20, 2025

Financial buyers are made up of private equity firms, hedge funds, independent sponsors, family offices, search funds, and high-net-worth individuals. A search fund often (but not always) will offer the lowest price, but a search fund is someone who wants to step into the role as CEO.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Mergers and Acquisitions High Net Worth Individuals 40

Private Equity Insights

JANUARY 22, 2025

The downturn in traditional exits has driven unprecedented activity in the secondary market, where firms sell investments to other funds. Ardian recently closed a $30bn secondary fund, the largest in history, reflecting strong demand for alternative exit strategies. Source: Reuters Can’t stop reading?

Exit Strategy 130

Exit Strategy Private Equity Firms Private Equity Firms Deal Flow 130

Pension Pulse

JUNE 5, 2024

IMCO CEO Bert Clark posted a comment on LinkedIn going over the Canadian model and other thoughts from the Fiduciary Investors Symposium: I recently had the pleasure of speaking at Top1000 Funds’ Fiduciary Investors Symposium Toronto 2024. It is still the bedrock of strong public fund management. The spirit of innovation continues.

Pension Funds 59

Pension Funds Private Equity Firms Private Equity Firms Assets 59

The Motley Fool

JANUARY 30, 2025

Now in terms of how we are thinking about managing our fleet this year, we have a modest capacity plan of 1% to 2% year-over-year growth, and that growth is fully funded by our efficiency initiatives. I will remind you that we view our fleet monetization strategy as incremental to the base business improvement.

Shareholders 130

Shareholders Capital Investors Returns 130

Pension Pulse

MARCH 18, 2025

Matt Toledo of Chief Investment Officer reports OMERS Ralph Berg shines a spotlight on infrastructure: At the Ontario Municipal Employees Retirement System, infrastructure plays a significant role in the funds portfolio: The asset class has risen to be the funds largest, making up 23% of all assets. billion ($96.12

Pension Funds 59

Pension Funds Assets Stakes Capital 59