The Motley Fool

JANUARY 5, 2024

The company has a terrific track record, returning nearly 200% to shareholders during the past 10 years. Moreover, the company's balance sheet strength and disciplined approach to due diligence provides Ares with some differentiated product offerings. 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

MARCH 6, 2024

This provides Hercules with an extra sweetener should one of its portfolio companies liquidate in an initial public offering (IPO) or acquisition. Since Hercules is a BDC, it's required to pay out 90% of its taxable income to shareholders each year in the form of a dividend. Enterprise Products Partners: 7.2%

Leveraged Buyouts 246

Leveraged Buyouts Initial Public Offering Shareholders Exchange-Traded Funds 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. One of the aspects of Hercules' deal structures that I like is that it often negotiates for warrants that can convert into equity as part of its transactions. Ares Capital: 9.3%

Leveraged Buyouts 130

Leveraged Buyouts Initial Public Offering Buyout Venture Capital 130

The Motley Fool

FEBRUARY 27, 2024

Because BDCs are required to pay out at least 90% of their taxable income to shareholders each year. 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.

Leveraged Buyouts 130

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