The Motley Fool

JANUARY 5, 2024

Given the unique deal structures that Hercules employs , obtaining warrants than can convert into equity, the company is well positioned to enjoy some nice returns in the event of an acquisition or initial public offering (IPO) from one of its portfolio companies. Image source: Getty Images. Horizon Technology Finance: 9.9%

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

The Motley Fool

JUNE 27, 2024

This lets Hercules benefit from some of the upside of a liquidity event for one of its portfolio companies, such as an initial public offering or a sale. There are many companies in need of capital or advisory services, but they are not big enough or deemed suitable by investment banks.

Leveraged Buyouts 130

Leveraged Buyouts Initial Public Offering Buyout Venture Capital 130

The Motley Fool

FEBRUARY 27, 2024

Hercules typically adds warrants to its deals, giving it the ability to receive shares and profit from an initial public offering (IPO) or an acquisition of one of its portfolio companies. What makes Hercules even more special is how it structures deals. During the past 10 years, Hercules has a total return of 218%.

Leveraged Buyouts 130

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

Pension Pulse

JULY 11, 2024

“On things like NAV loans and margin loans, it’s just additional leverage and if things go against you, you can have a problem,” Stavros, KKR’s cohead of global private equity, said at the Berlin event. Many were acquired at the buyout boom’s zenith in 2021 and 2022, and often paid for by piling them up with floating-rate debt.

Buyout 59

Buyout Debt Leveraging Pension Funds 59