The Motley Fool

FEBRUARY 9, 2024

Contributing to portfolio growth during the year, we acquired Home Point and its $83 billion portfolio in a transaction which was accretive to tangible book value and which was essentially self-funded through the assumption of 500 million in senior notes. The WMIH merger brought us 1 billion in deferred tax assets.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Portfolios Assets 130

The Motley Fool

MAY 7, 2024

Our results for the start of 2024 illustrate our focus on thoughtful, disciplined growth and continue to demonstrate the consistency of our global operating and acquisition platform. After the Spirit merger closed in January, our annualized free cash flow available for investments is approximately $825 million. Welcome, everyone.

Mergers and Acquisitions 130

Mergers and Acquisitions Assets Debt Capital 130

Axial

JULY 27, 2023

CA 11 Gleason Advisors PA 12 ACT Capital Advisors WA 13 Vercor GA 14 EBB Group TX 15 Sun Mergers & Acquisitions NJ 16 New Direction Partners PA 17 Marshall-Stevens CA 18 Cornerstone Business Services, Inc. ASA has 25 years experience in Mergers, Acquisitions, and corporate exits.”

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

The Motley Fool

MAY 9, 2024

Just last month in April, we added more than 1,000 principal agents with our accretive acquisition of Latter & Blum, the largest agency in the Gulf South and New Orleans. year over year, while our three largest public company competitors by agent count reported decreases of 2%, decreases of 5%, and decrease of 6% in the same period.

Mergers and Acquisitions 130

Mergers and Acquisitions Banks Amortization Public Companies 130

The Motley Fool

NOVEMBER 8, 2024

billion of billion of free cash flow which helped fund $3.8 EOG recently celebrated our 25th anniversary as an independently traded public company. It's not really defined, I think as far as, you know, a low-cost property bolt-on or significant merger and acquisition. Finally, we paid a $0.91 Of that $3.8

Debt 130

Debt Shareholders Leveraging Capital 130

The Motley Fool

OCTOBER 11, 2024

We believe the continued path of central bank normalization will support sustained inflows across bond funds, ETFs, and institutional accounts. On October 1, we closed on our acquisition of Global Infrastructure Partners. Sales, asset, and account expense increased 6% compared to a year ago, driven by higher direct fund expense.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

OCTOBER 25, 2023

You're seeing the benefit of continued strong operating results, the gain from the trust collapse we mentioned last quarter, and the accretion from closing the home point acquisition which came in consistent with our guidance. And I'm pleased to report we've already kicked off the capital raising process for our first MSR fund.

Mergers and Acquisitions 100

Mergers and Acquisitions Taxes Banks Capital 100

Clearlake Capital Group

JANUARY 24, 2025

As a result of this process, we unanimously determined that a sale to Aptean represented the best way to maximize shareholder value while also ensuring the Company remains well-positioned to continue providing innovative and leading solutions to clients.”

Shareholders 45

Shareholders Legal Mergers and Acquisitions Private Equity Firms 45

The Motley Fool

FEBRUARY 9, 2024

Please note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blue Owl funds. In spite of the very difficult backdrop for real estate fundraising, our latest triple net lease fund was the single largest U.S. real estate fund raised in 2023. per share for the year.

Capital 130

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

The Big Picture

DECEMBER 5, 2023

And the entire merger department of Goldman Sachs in 1983 was 32 people. Michael Fisch : 00:05:39 [Speaker Changed] Well, in the time that I was working at Goldman Sachs in mergers, there were a bunch of big public companies who were on, we were on m and a retainer, they call it. The large, that’s nothing.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Motley Fool

JULY 15, 2023

Jack Bogle famously did so for index funds, the concept of the index fund for his Princeton senior thesis. Bill Mann for you can you think of any really successful mega mergers? Bill Mann: Mergers of equal? David Gardner: Cava is now a public company. Bill Mann: Public as of this last week.

Investing 130

Investing Mergers and Acquisitions Companies Capital 130

Axial

NOVEMBER 9, 2023

” Visit SouthWorth’s Profile “Cottonwood Acquisitions is a family office partnership focused on investing in small to mid-sized businesses. ” Visit Northwoods’ Profile “Meraki Investments, LLC is a private investment firm focused on small to medium-sized acquisitions of established quality businesses.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Mergers and Acquisitions Investment Horizon 52

The Big Picture

JANUARY 9, 2024

Nobody in the world writes about markets, finance derivatives, hedge funds, you name it, the way Matt does. But there’s also a lot of, like at Wittel, you know, I was at Wachtel in 2005 to 2007, so really near the peak of a big merger’s boom. If the CEO sexually harasses someone, the company gets hacked.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

Pension Pulse

DECEMBER 21, 2023

He joined McCarthy Tétrault back in 1997 and was a corporate litigator working on mergers and acquisitions, bankruptcies and other files. I told him I track pension funds very closely and there's no doubt CDPQ is a global leader in sustainable/ responsible investing. We began with a quick overview of his career.

Mergers and Acquisitions 59

Mergers and Acquisitions Assets Pension Funds Leveraging 59

The Motley Fool

FEBRUARY 27, 2024

For the year, IIP generated total revenues of $310 million and adjusted funds from operations of $256 million, increases of 12% and 10% over 2022, respectively. operator, capital raising, and mergers and acquisitions activity in 2023, were at their lowest levels since before 2018, the funding environment continues to be challenged right now.

Taxes 100

Taxes Assets Capital Debt 100

The Motley Fool

FEBRUARY 20, 2024

We are happy with this acquisition and view it as a key addition to our portfolio. We've highlighted our recent Hopin acquisition and how well it's doing for us. That was a head-to-head win against a very well-known and well-funded competitor, let's say, OK? Vlad Shmunis -- Founder, Chairman, and Chief Executive Officer Yeah.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

JULY 27, 2023

like construction areas, highway mergers, and heavy traffic, and performing lane changes within tight curves. The primary exclusion in Mobileye's non-GAAP numbers is amortization of intangible assets, which is mainly related to Intel's acquisition of Mobileye in 2017. We also exclude stock-based compensation. Starting with Q2.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Taxes Finance 130

The Motley Fool

FEBRUARY 3, 2024

Microsoft is starting to separate itself because it's tied to so many things and we saw what it is now trying to do in the gaming business with its Activision Blizzard acquisition of almost $70 billion. It's not free anymore, even at a company like Microsoft. So I think the acquisition is exciting. They are now separating.

Mergers and Acquisitions 240

Mergers and Acquisitions Shareholders Companies Investors 240

The Motley Fool

FEBRUARY 21, 2025

In connection with the Eldorado-Caesars merger, we retired the CMBS debt. And with our acquisition of MGP, we were able to retire all of our remaining secured debt and received an investment-grade credit rating from S&P and Fitch in April of 2022. With that, operator, please open the line for questions. Good morning, everyone.

Assets 130

Assets Mergers and Acquisitions Debt Capital 130

The Motley Fool

JUNE 22, 2023

Still way behind Walmart, which 22% something you're trying to see why that merger wouldn't be allowed to go through. Ron, I know you weren't watching Kroger results too closely, but over-under AI came up five times [laughs] on a company called which direction? Matt, we saw a pretty big acquisition this week. Dylan Lewis: Yes.

Mergers and Acquisitions 130

Mergers and Acquisitions Legal New York Stock Exchange Capital 130

The Motley Fool

SEPTEMBER 17, 2023

That's the book title of my guest this week for authors in August here to introduce you to my friend Sunny Vanderbeck and a wide-ranging conversation about business, about conscious capitalism, about mergers and acquisitions and bankers in deadlines and you and your family, your employees, all your stakeholders, selling without selling out.

Due Diligence 130

Due Diligence Mergers and Acquisitions Capital Public Companies 130

The Big Picture

JULY 11, 2023

Just an incredible, insightful conversation about how to build a company, how to grow through acquisitions, how to make sure everybody on your team understands their role, is appreciated, and is acting and performing at the highest levels. But once the rules started changing, it became difficult around things like seeding new funds.

Mutual Funds 89

Mutual Funds Mergers and Acquisitions Asset Management Finance 89

The Big Picture

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. The head of mergers and everyone watched over me there.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

SEPTEMBER 26, 2022

So it was a rapid pace of learning a lot in terms of being a public company growing so rapidly. RITHOLTZ: You mentioned the AOL-Time Warner merger, at that time, it was the largest merger in history. And similarly, Time Warner is a great company, been built through acquisitions over more than half a century.

Startups 69

Startups Venture Capital Crowdfunding Mergers and Acquisitions 69

The Motley Fool

AUGUST 19, 2024

Whole Foods was public company for 25 years. We had a certain what we call platform acquisitions. Once we went public, capital was not really a constraint any longer for us. The acquisitions that we made brought in talent. laughs] They're beating the index funds. Investors don't have to invest.

Initial Public Offering 130

Initial Public Offering Capital Banks Mergers and Acquisitions 130

The Motley Fool

APRIL 14, 2025

Said Buffett, In my view, for most people, the best thing to do is to own the S&P 500 index fund. economy to grow, and for public companies to benefit from that growth, has been a wise move. Secondly, this suggestion of buying an S&P 500 index fund speaks to the idea of instant diversification and exposure to the U.S.

Stock Market 147

Stock Market Stock Market Mergers and Acquisitions Investing 147

The Motley Fool

JANUARY 28, 2025

Established in 2017, Hims & Hers Health (NYSE: HIMS) is a relatively young company addressing age-old healthcare challenges by offering prescription medications, over-the-counter products, and personal care solutions through a convenient direct-to-consumer model. per share in 2022.

Mergers and Acquisitions 130

Mergers and Acquisitions Stakes Shareholders Public Companies 130

The Motley Fool

JANUARY 24, 2025

As we close out the fourth quarter and reflect on another successful year, our most significant milestone was our merger with Cambridge Trust. Our liquidity position remains strong with period-end deposits up 21% year over year, essentially no wholesale funding and a loan-to-deposit ratio of 85%. Our answer remains the same.

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Assets 130

The Motley Fool

FEBRUARY 19, 2025

We navigated some tough market demand conditions and the distractions of the terminated merger with WillScot. For the fourth quarter, total company revenues increased 10% and adjusted EBITDA increased 5% compared to a year earlier. Today, we announced an increase in the company's dividend for the 34th consecutive year.

Mergers and Acquisitions 130

Mergers and Acquisitions Education Capital Shareholders 130

The Motley Fool

JANUARY 21, 2025

The decline cash was largely driven by seasonally higher card loan and funding maturities, which were partially offset by continued strong growth in consumer banking business deposits. The linked quarter decrease in NIM was primarily driven by lower asset yields, which were only partially offset by lower deposit and wholesale funding costs.

Capital 130

Capital Banks Mergers and Acquisitions Finance 130

The Motley Fool

JANUARY 29, 2025

We will intentionally leverage the strength in our top line to both fund our highest ever beginning of the year, total postpaid net customer additions expectation and also bolster investments across our network and digital capabilities, not only to deliver on 2025 but continuing to set up momentum against our multiyear guide.

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Accounting Leveraging 130

The Big Picture

JANUARY 27, 2025

But it did have a good, a fortunate opportunity to go really work at a startup hedge fund. And then as as companies grow and, and you’re only five people, you tend to start to wear a lot of hats. So you start out as an accountant at PricewaterhouseCoopers, you’re a controller at m and m Partners, a hedge funds.

Hedge Funds 59

Hedge Funds Liabilities Assets Leveraging 59

The Big Picture

FEBRUARY 7, 2023

So, by the time I got there, it was well beyond just, you know, financing customer acquisitions of appliances. I mean, you know, I probably shouldn’t have been doing it because I had been a journalist covering public schools and knew nothing about leveraged buyouts. They had no balance sheet. What was the workflow like there?

Banks 103

Banks Mergers and Acquisitions Capital Companies 103