The Motley Fool

MARCH 6, 2024

And thanks to the power of compounding, reinvesting dividends and holding on to your winners for the long run can especially help investors build generational wealth. Hercules is different from a typical bank as it tends to offer more flexible financing options. Dividends can provide a lucrative source of passive income.

Leveraged Buyouts 246

Leveraged Buyouts Initial Public Offering Shareholders Exchange-Traded Funds 246

Private Equity Wire

NOVEMBER 29, 2024

KKR, the Canada Pension Plan Investment Board (CPPIB), and Axel Springer CEO Mathias Döpfner are working to secure approximately €4bn ($4.2bn) in debt to finance a strategic separation of the German media giant’s classified ads businesses from its news operations, according to a report by Bloomberg.

Debt 97

Debt Leveraged Buyouts Buyout Leveraging 97

Private Equity Wire

APRIL 29, 2024

Global law firm Goodwin has appointed Ian Keefe and George Weavil as Partners within the firm’s private equity practice in its London office, which covers M&A, private investment funds and debt finance.

Leveraged Buyouts 98

Leveraged Buyouts Buyout Law Firms Asset Management 98

Private Equity Wire

JULY 23, 2024

The report cites unnamed sources familiar with the matter as revealing that the new fund will provide senior secured loans to finance European leveraged buyouts. Last year, First Sentier Investors acquired a majority stake in the firm.

Leveraged Buyouts 97

Leveraged Buyouts Buyout Leveraging Stakes 97

The Motley Fool

MARCH 17, 2024

BDCs are required to pay 90% of their taxable income to investors in the form of dividends each year. Horizon Technology Finance: Dividend yield 11.4% In the world of technology-focused BDCs, Horizon Technology Finance (NASDAQ: HRZN) is one of the closest peers to Hercules. dividend yield.

Leveraged Buyouts 130

Leveraged Buyouts Exchange-Traded Funds Private Equity Firms Private Equity Firms 130

Private Equity Wire

MARCH 6, 2024

Leverage levels in private credit will increase as alternative asset managers’ rapid capital deployment in turn increases their share of the private credit market, according to a private credit research report by Moody’s Investor Services.

Leveraging 98

Leveraging Leveraged Buyouts Buyout Asset Management 98

Private Equity Wire

OCTOBER 24, 2024

The highly anticipated €16bn ($17.36bn) acquisition of Sanofi’s consumer health unit by buyout firm Clayton, Dubilier & Rice (CD&R) could signal a surge in large private equity deals across Europe, according to a report by Bloomberg citing comments from investors and analysts.

Buyout 98

Buyout Leveraged Buyouts Venture Capital Education 98

The Motley Fool

JUNE 27, 2024

Passive income can be helpful for investors looking to supplement any gains they might have from growth stocks. dividend yield Horizon Technology Finance (NASDAQ: HRZN) is comparable to Hercules in that it also specializes in high-yield term loans to technology and life-sciences businesses. Image source: Getty Images.

Leveraged Buyouts 130

Leveraged Buyouts Initial Public Offering Buyout Venture Capital 130

Private Equity Wire

OCTOBER 2, 2024

The report cites CEO Marc Rowan as unveiling the ambitious growth plan during the firm’s investor day presentation, signalling a strategic shift as companies increasingly turn to private capital for financing, rather than traditional bank loans. We are just at the beginning of this trend.”

Assets 83

Assets Leveraged Buyouts Private Equity Firms Private Equity Firms 83

The Motley Fool

FEBRUARY 27, 2024

However, this approach requires investors to speculate about which companies are best positioned to win long term. Let's dig into why these particular BDCs represent a good buying opportunity for investors. Over the past decade, this company's stock has returned 152% to investors (with dividends reinvested).

Leveraged Buyouts 130

Leveraged Buyouts Due Diligence Initial Public Offering Exchange-Traded Funds 130

The Motley Fool

DECEMBER 18, 2023

It could take some time for earnings to fall to reflect higher debt financing costs. Yet investors have also seen interest in bargain stocks in other areas. On Friday, speculation arose that DocuSign might seek to sell itself , either through a third-party buyer or in a leveraged buyout.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraged Buyouts Buyout Bidding 130

The Motley Fool

JANUARY 17, 2024

Even after selling a big chunk of shares to finance his leveraged buyout of Twitter in 2022, Musk owns roughly 13% of Tesla. What does this mean for Tesla investors? For now, Musk's demand doesn't affect Tesla investors. They just revealed what they believe are the ten best stocks for investors to buy right now.

Leveraged Buyouts 100

Leveraged Buyouts Buyout Shareholders Leveraging 100

Private Equity Wire

SEPTEMBER 2, 2024

A&O Shearman has added Dan Graham and Paul Dunbar to the firm’s Private Equity and M&A practice in London.The pair join a team of over 200 partners who work with private capital investors across the US, UK, EMEA and APAC.

Leveraged Buyouts 75

Leveraged Buyouts Private Equity Firms Private Equity Firms Financial Institutions 75

Private Equity Wire

SEPTEMBER 24, 2024

PARTNER CONTENT By Lou Gueroeva Private Equity Business Development Lead, Zanders In the modern private equity (PE) landscape, there is a growing shift from traditional financial engineering towards operational value creation, with treasury and finance optimization becoming key drivers of sustainable returns.

Mergers and Acquisitions 95

Mergers and Acquisitions Private Equity Firms Private Equity Firms Leveraged Buyouts 95

Private Equity Wire

JANUARY 24, 2024

David Hirschman, Co-Head of Permira Credit, a specialist credit investor operating across direct lending, CLO management, structured credit and strategic opportunities, is expecting to see a record $10bn private credit loan agreed either this year or the next, according to a report by Bloomberg.

Leveraged Buyouts 74

Leveraged Buyouts Buyout Leveraging Investment Banks 74

Private Equity Insights

MARCH 17, 2023

But Ares executives insist their firm remains steadfast in its goal of offering institutional investors more than just private debt. Because we are so successful on the private debt side, when we go to institutional investors across the globe and pitch real estate, chances are they are already in an Ares product,” he says.

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 130

Private Equity Wire

OCTOBER 22, 2024

Jamie Darch (Chicago) is a health care lawyer who guides life sciences and health care companies and investors on transactional, regulatory and compliance matters. She brings years of experience counseling clients on a wide array of deal strategies. Her advice spans private equity transactions, privacy breaches, and pharmaceutical compliance.

Mergers and Acquisitions 75

Mergers and Acquisitions Leveraged Buyouts Private Equity Firms Private Equity Firms 75

Pension Pulse

APRIL 25, 2024

Paula Sambo of Bloomberg reports Canada pension fund's credit head wants to take advantage of leveraged buyout boom: Canada’s largest pension fund plans to nearly double the size of its credit holdings over the next five years, and it’s counting on an upturn in leveraged buyouts to generate some of that growth.

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

Private Equity Wire

NOVEMBER 1, 2023

Q: Systematic credit is garnering attention among investors. By focusing on liquid and clearable instruments across the US and Europe, we construct diversified portfolios that are highly additive to our investors’ portfolios. As a responsible company, Drakai Capital plants a tree for every trade and every investor subscription.

Hedge Funds 98

Hedge Funds Leveraged Buyouts Capital Buyout 98

Private Equity Wire

AUGUST 16, 2023

PE firms adding hedge funds to approved lender lists Submitted 16/08/2023 - 11:22am Private equity firms, including buyout major KKR & Co, are beginning to add hedge funds to their 'white lists' of approved lenders used to arrange funding for leveraged buyout deals, according to a report by Bloomberg. billion ($1.6

Hedge Funds 52

Hedge Funds Leveraged Buyouts Buyout Private Equity Firms 52

Private Equity Professional

AUGUST 12, 2024

Leveraged buyout volumes remained down from historical highs in Q2 2024, as did EBITDA purchase price multiples, which decreased from 11.5x Credit investors in these underperforming portfolio companies experienced significant mark-to-market write-downs, often suddenly, primarily due to evaporating sponsor support.

Buyout 100

Buyout Enterprise Values Leveraged Buyouts Mergers and Acquisitions 100

Private Equity Wire

SEPTEMBER 5, 2023

CVC agrees €1bn deal for Dutch infrastructure firm DIF Capital Partners Submitted 05/09/2023 - 11:29am European private equity firm CVC has agreed to acquire a majority stake in Dutch infrastructure investor DIF Capital Partners in a deal worth around €1bn in cash and shares, with a commitment to acquire the remaining shares "over time".

Leveraged Buyouts 52

Leveraged Buyouts Buyout Initial Public Offering Capital 52

Private Equity Wire

SEPTEMBER 5, 2023

CVC to pay €1bn for Dutch infrastructure firm DIF Capital Partners Submitted 05/09/2023 - 11:29am European private equity firm CVC has agreed to acquire a majority stake in Dutch infrastructure investor DIF Capital Partners in a deal worth around €1bn in cash and shares, with a commitment to acquire the remaining shares "over time".

Leveraged Buyouts 52

Leveraged Buyouts Buyout Initial Public Offering Capital 52

Udu

MAY 31, 2023

While managing current portfolios and engaging with investors can eat up the majority of a firm’s time, it’s equally important to stay up-to-date on private equity industry trends. Inflation remains at record highs, and geopolitical risks are still a major factor in investors’ decisions.

Leveraged Buyouts 52

Leveraged Buyouts Private Equity Firms Private Equity Firms Buyout 52

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential.

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. Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Private Equity Wire

JUNE 27, 2023

Credit crusaders fill the wall street void Submitted 27/06/2023 - 1:54pm This article first appeared in the March 2023 T ech Buyouts Insights Report Private credit funds could become a more permanent fixture in tech’s leveraged buyout market thanks to their speed of execution and reliability, especially in challenging macroeconomic conditions.

Buyout 52

Buyout Leveraged Buyouts Debt Financing 52

Pension Pulse

JULY 11, 2024

Noisy or not, his comment strikes at the heart of an issue that’s starting to disturb everyone from investors to regulators: PE’s current mania for financial engineering. Funds raised money, bought businesses, loaded them with debt, exited at a profit and convinced happy investors to do it all over again — at ever greater scale.

Buyout 59

Buyout Debt Leveraging Collateral 59

Axial

FEBRUARY 27, 2024

KLH Capital is currently investing out of KLH Capital Fund IV with $200 million of committed capital from institutional investors. We work with existing management teams to develop world-class operations and targeted growth, driving long-term value for management, employees, and our investors.”

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Mergers and Acquisitions 59

Blackstone

NOVEMBER 16, 2023

3 These conditions have many investors wondering where else they can go. Figure 1: S&P Valuation and Forward 10-Year CAGR 7 The Ronco “set it and forget it” days are over In a lower-return environment, with higher interest rates and volatility, investors will be challenged to add value while managing risk effectively.

Leveraging 52

Leveraging Banks Debt Leveraged Buyouts 52

The Big Picture

SEPTEMBER 23, 2024

So, is it, is it safe to say finance was always in the career plans? 00:02:24 [Speaker Changed] Finance and business was always in the career plans. But because these are really good businesses, which got levered, they got leveraged through these leverage buyouts. Oh, 00:02:22 [Speaker Changed] Gosh, yes.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59

The Big Picture

DECEMBER 5, 2023

Were you always thinking about going into finance? What, what was it that made you say, Hey, this finance thing looks like it’s fun and interesting? But there wasn’t an active m and a business, there wasn’t a leveraged finance business. ’cause Chuck was a very cautious investor.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

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. KLINSKY: Yeah.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

JANUARY 20, 2023

Tampa Bay Times ) • Is Michael Platt the Highest Earner in Finance? Now their dispute is exposing dynastic secrets ( New Yorker ) • FTX Founder Gamed Markets, Crypto Rivals Say : Sam Bankman-Fried found ways to control the prices of digital coins to benefit his companies, FTX and Alameda, according to cryptocurrency investors. (

Leveraged Buyouts 109

Leveraged Buyouts Hedge Funds Buyout Depreciation 109

The Big Picture

SEPTEMBER 26, 2023

So it’s kind of an interesting dichotomy to be a distressed investor in the context of an equity manager that that was always looking for, you know, looking for the glass half full rather than the glass half empty. Well, [ Ritholtz ] 00:04:57 Well, you know, dead investors, they just want their money back.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

Pension Pulse

JUNE 22, 2023

also served as debt financing advisor. Compass embraces a long-term perspective with the financial strength of investors Brookfield Infrastructure and Ontario Teachers’ Pension Plan. Investors can access its portfolio either through Brookfield Infrastructure Partners L.P. Advisors Goldman Sachs & Co.

Legal 52

Legal Bidding Assets Debt 52

Pension Pulse

NOVEMBER 10, 2023

In this role, Mr. Jhooty is responsible for the Total Fund Management department where he leads the balancing and financing portfolio, which is invested in global public securities, as well as balance sheet management, tactical positioning, trading and portfolio design. through an equity financing round and a secondary transaction.

Investing 59

Investing Buyout Stakes Assets 59