Private Equity Insights

MARCH 8, 2024

Ares Management Corporation, a leading global alternative investment manager, announced today that funds managed by its Alternative Credit strategy have launched Ansley Park Capital, a newly-formed lending and specialty finance company that delivers full spectrum, customized financing solutions for essential-use, large-ticket equipment.

Capital 130

Capital Finance Financing Performance Fees 130

The Motley Fool

DECEMBER 15, 2024

You don't have to find "the next big thing" before anybody else, and you don't have to take out a second mortgage to finance your stock-buying plans. These are the largest and most popular exchange-traded funds (ETFs) on the market, and they all mirror the diverse S&P 500 index with minimal management fees.

Returns 246

Returns Investing Exchange-Traded Funds Management Fees 246

Private Equity Wire

DECEMBER 3, 2024

The acquisition will establish a new business unit within BlackRock, led by HPS executives Scott Kapnick, Scot French, and Michael Patterson, focusing on: senior and junior credit solutions; asset-based financing; real estate and private placements; and collateralised loan obligations (CLOs). The deal will be financed through 12.1

Management Fees 105

Management Fees Finance Financing Assets 105

Private Equity Wire

OCTOBER 25, 2024

The firm’s fee-related earnings meanwhile, surged 79% to a historic $1bn, buoyed by rising management fees and strong activity in financing arrangements for companies. KKR’s capital markets division generated $424m in financing fees, with nearly half coming from infrastructure and debt products.

Capital 104

Capital Management Fees Finance Financing 104

The Motley Fool

JULY 23, 2024

You got a big pay raise or promotion at work If your personal finances have changed for the better, this could be a sign that you're ready to hire a financial advisor. Getting financial advice from a professional can help you decide how to manage your investments for long-term success.

Finance 130

Finance Financing Debt Startups 130

The Motley Fool

JULY 10, 2023

So what NextEra Energy Partners has been using a unique financing strategy to fund acquisitions to deliver on its ambitious dividend growth target (12% to 15% annually through 2026). It has secured several convertible equity portfolio financings (CEPF) with institutional investors like private equity funds.

Buyout 130

Buyout Finance Financing Management Fees 130

Private Equity Insights

MARCH 8, 2024

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up Beltz Ianni offers the Total Retirement Plan Management solution, catering to small-to-midsize companies with retirement plan management services. Source: Finance Director Europe Can’t stop reading?

Education 130

Education Management Fees Assets Finance 130

The Motley Fool

NOVEMBER 20, 2024

I also undertook an overhaul of my finances that year, with an initial primary focus on paying off high-interest debt and saving to become a homeowner for the second time in my life (and knowing it was a much better idea this time around). I'm very happy with my robo-advisor-managed IRA thus far.

Accounting 130

Accounting Investing Management Fees Debt 130

The Motley Fool

AUGUST 7, 2024

For example, a good property manager can help keep your rental income truly passive. They will help you find tenants, keep your property occupied, and stay on top of any maintenance and day-to-day management. Fees vary, but many property sites estimate an 8% to 12% fee.

Exchange-Traded Funds 246

Exchange-Traded Funds Legal Management Fees Assets 246

The Motley Fool

JANUARY 16, 2024

Known for offering innovative crypto-related financial products like its Web3 Index Fund and Bitwise 10 Crypto Fund , Bitwise has become a leader in blending cryptocurrencies with traditional finance. Bitwise's Bitcoin ETF (NYSEMKT: BITB) offers the cheapest exposure to Bitcoin since it has waived all management fees.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Assets 130

The Motley Fool

AUGUST 1, 2024

And since becoming a public company, we have had 13 consecutive quarters of management fee and FRE growth, highlighting both the stability and strength of our business. Management fees are up 21% and 92% of these management fees are from permanent capital vehicles. AUM not-yet-paying fees was $15.9

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

The Motley Fool

JANUARY 21, 2024

The early winners, by the numbers ETF Name and Ticker Net Asset Value (NAV) Average Daily Volume (number of shares) Annual Management Fees Grayscale Bitcoin Trust $25.2 million 1.5% (No introductory fee waiver) iShares Bitcoin Trust (NASDAQ: IBIT) $698 million 22.4 Finance, and each fund's online home page.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Management Fees Exchange-Traded Funds 130

The Motley Fool

MARCH 24, 2024

Expect to pay management fees when buying shares of index funds. It's wise to pay attention to these fees and prioritize low-cost funds. For additional tips, check out our personal finance resources. An index fund is a collection of stocks and bonds.

Banks 130

Banks Accounting Management Fees Funds 130

The Motley Fool

APRIL 29, 2024

As an operating business, we are able to use cash flows, as well as proceeds from equity and debt financing, to accumulate bitcoin, which serves as our primary treasury reserve asset. Debt financing. Bitcoin ETPs also benefit from this, offset by the management fees that are charged for those products. Equity issuances.

Leveraging 246

Leveraging Debt Assets Capital 246

The Motley Fool

JUNE 8, 2024

Small businesses tend to benefit more than larger companies when rates fall because they're able to obtain the growth financing they need on more attractive terms. will enable you to keep more of these potential gains for yourself, rather than paying them out as management fees.

Exchange-Traded Funds 130

Exchange-Traded Funds Management Fees Stakes Prospects 130

The Motley Fool

JANUARY 29, 2024

Moreover, index-tracking ETFs tend to come with no transaction fees and absolutely minimal annual management fees -- in the spirit of Jack Bogle. Like any other ETF, you buy and sell them in the same manner as you would trade any ordinary stock.

Investing 230

Investing Exchange-Traded Funds Assets Prospects 230

The Motley Fool

JULY 6, 2023

NextEra Energy Partners recently unveiled a plan to significantly reduce its near-term financing needs. This will give it the money to redeem some outstanding financing and fund new renewable energy investments as its shifts its focus to becoming a pure-play renewable energy producer.

Finance 100

Finance Financing Management Fees Assets 100

The Motley Fool

MAY 2, 2024

We reported another strong quarter of results for Blue Owl this morning with 12 straight quarters in consecutive management fee and FRE growth since we've been a public company. In direct lending, for instance, we provide financing solutions to sponsors for their portfolio companies. Thank you very much, Ann.

Capital 130

Capital Asset Management Management Fees Assets 130

The Motley Fool

MAY 7, 2024

Alison Southwick: There comes a time and everyone's life when they need a little help and your finances are no different. Maybe you've heard bro over the years say stuff like, I'm Robert Brokamp, if you've had a major life event, it might make sense for you to talk to a professional fee-only advisor. How about you break it down for us?

Accounting 245

Accounting Finance Financing Shareholders 245

The Motley Fool

APRIL 24, 2024

Just because someone claims to have inside knowledge doesn't mean they can offer anything meaningful to your personal finances. Anyone can post to TikTok Any of us could refer to ourselves as an arborist (tree specialist), but that doesn't mean we know anything about trees. The same is true of many "financial experts."

Taxes 130

Taxes Education Management Fees Accounting 130

The Motley Fool

OCTOBER 17, 2024

Importantly, private credit markets are expanding rapidly beyond financing M&A, and we're seeing a dramatic increase in demand for all forms of investment-grade private credit, including from many of the largest insurance companies and institutions in the world. Fee-related earnings were $1.2 in the last 12 months. Jonathan D.

Debt 130

Debt Management Fees Capital Assets 130

The Motley Fool

MARCH 18, 2024

But if you don't have kids monopolizing your time, you might be able to swing the duties of a landlord, allowing you to profit from your rental income without losing a chunk of that money to property manager fees. Like with traditional IRAs and 401(k) plans, HSA contributions go in tax-free.

Taxes 130

Taxes Investing Management Fees Prospects 130

The Motley Fool

NOVEMBER 30, 2023

For example, Steward reported facility-level earnings before interest, taxes, depreciation, amortization, rent, and management fees (EBITDARM) coverage of 2.7x The company plans to evaluate additional asset sales and joint-venture opportunities, as well as explore limited secured debt financing options.

Prospects 100

Prospects Amortization Depreciation Earnings Before Interest 100

This is going to be BIG.

MARCH 3, 2019

We do the work of sorting through the pitch decks of everyone and their mother, finding the diamonds in the rough, helping them turn an idea into something that looks like a company—and we do it for a fraction of the management fees of our later stage counterparts. Seed round investors get a tidy 18.2x

Management Fees 110

Management Fees Venture Capital Funds Capital 110

The Big Picture

OCTOBER 14, 2023

We discuss the firm’s unique fee arrangement: For institutional accounts of $100 million and up, they pay a base fee 33% of outperformance versus the benchmark (and no management fee). When they underperform, they refund as much as 25% of their performance fees.

Investing 72

Investing Performance Fees Startups Management Fees 72

The Motley Fool

FEBRUARY 23, 2024

We also benefited from significant fair value appreciation in the value of the external investment manager due to a combination of increased fee income, growth in assets under management, and broader market-based drivers. And as such, we would expect leverage to increase during the course of the year.

Capital 130

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

The Motley Fool

FEBRUARY 9, 2024

We finished 2023 on a strong note with another consecutive quarter of management fee and FRE growth, 11 for 11 since we've been a public company, against a market backdrop that has been exceptionally volatile and uncertain. Management fees were up 26%, and 92% of these management fees are from permanent capital vehicles.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

The Motley Fool

AUGUST 9, 2024

We are also excited about the follow-on investments we made to finance strategic acquisitions by two of our high-performing lower middle market portfolio companies. Each of which were funded by follow-on debt investments by Main Street for a total of over $36 million of incremental debt investments in these portfolio companies.

Capital 130

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

The Motley Fool

AUGUST 3, 2023

During this call, certain comments and statements we make may be deemed forward-looking statements within the meaning prescribed by the securities laws, including statements related to the future performance of our portfolio, our pipeline of potential acquisitions and other investments, future dividends and financing activities. Good morning.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

OCTOBER 11, 2024

The combination triples infrastructure AUM and doubles private markets run-rate management fees. This was due to the relative outperformance of lower fee U.S. equity markets and client preferences for lower fee U.S. The closing of GIP added $116 billion of client AUM and $70 billion of fee-paying AUM on October 1.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

JULY 12, 2024

billion or 21%, largely driven by higher investment banking revenue and asset management fees. Asset and wealth management reported net income of 1.3 Importantly, a lot of the activity is refinancing activity, as opposed to, for example, acquisition finance. NIR ex markets was up 7.3 billion or 56%. Expenses of 23.7

Banks 130

Banks Capital Finance Financing 130

Private Equity Wire

FEBRUARY 29, 2024

Be willing to embrace enhanced deal uncertainty If you were selling a business (or providing finance for the sale of a business), would you prefer to transact with a deal-by-deal sponsor with uncertain capital and timeframes, or a private fund with committed and deployable capital?

Due Diligence 97

Due Diligence Prospects Capital Funds 97

The Motley Fool

FEBRUARY 15, 2024

Revenues benefited from a stronger gain on sale margin compared to the same quarter last year due to the mix of transaction activity that was weighted more heavily toward agency financing volume this quarter. These are global firms and domestic firms, services firms and specialty finance firms, lenders, and technology companies.

Debt 100

Debt Finance Financing Banks 100

The Motley Fool

NOVEMBER 5, 2024

of our outstanding debt at the end of the quarter was variable rate in nature, illustrating the financing flexibility we have heading into the end of the year. With that said, we strive to demonstrate a proactive forward-looking mindset as we plan, position, and evolve our financing strategy for future growth.

Capital 130

Capital Assets Leveraging Funds 130

The Motley Fool

MARCH 20, 2024

Fintech services revenues sustained a teens year-on-year growth rate on increased commercial payment volume, wealth management fees, and consumer loan fees. Business services gross profit more than quadrupled year on year due to those technology service fees, as well as supply chain optimization initiatives.

Accounting 246

Accounting Shareholders Financial Institutions Leveraging 246

The Motley Fool

DECEMBER 19, 2024

The Hopper is a comprehensive suite of systems and procedures used to operate and manage the acquisition, financing, and development of land assets at scale, designed and refined by Lennar over the past 20 years. They were a natural external manager. Millrose will receive consistent cash flows pursuant to option contracts.

Assets 242

Assets Debt Capital Banks 242

The Motley Fool

MAY 10, 2024

We also benefited from significant fair value appreciation in the external investment manager due to a combination of the continued increase in fee income, growth in assets under management, and broader market-based drivers. As of today, I would characterize our lower middle market investment pipeline as above average.

Capital 130

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