The Motley Fool

JANUARY 5, 2024

BDCs are required to pay out 90% of their taxable income to investors each year. For this reason, BDCs tend to garner a lot of attention from investors looking to supplement their portfolio with some dividend income. Clearly the stock has been a multibagger investment for long-term investors, and I think it looks cheap right now.

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

The Motley Fool

APRIL 28, 2024

BDCs are a reliable source of dividend income because these companies are required to pay out at least 90% of their taxable income to investors each year. Rather, many of the companies in Ares' portfolio are lower middle market businesses that go overlooked by investment banks or private equity investors.

Leveraged Buyouts 244

Leveraged Buyouts Due Diligence Buyout Venture Capital 244

Private Equity Insights

FEBRUARY 9, 2024

billion) for a credit fund for Australia and New Zealand, as it seeks to capitalize on opportunities created by banks retreating from leveraged lending. The Ares Asia Direct Lending fund, the company’s first leveraged buyout vehicle for the region, has deployed over A$1.04 Ares Management Corp. has raised A$2.6 billion ($1.7

Leveraged Buyouts 130

Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 130

Private Equity Insights

DECEMBER 8, 2023

The fund received commitments from a diverse investor base which includes public pension plans, Taft Hartley plans, insurance companies, and family offices. Taurus Private Markets invests in value-oriented, lower middle market leveraged buyout and private credit partnerships with target fund sizes less than $1.25bn.

Leveraged Buyouts 130

Leveraged Buyouts Private Equity Firms Private Equity Firms Venture Capital 130

Financial Times M&A

APRIL 11, 2022

Plus, Europe’s largest gaming group shoots for the M&A high score and Spac sponsors scramble to attract investors

Leveraged Buyouts 52

Leveraged Buyouts Leveraging Buyout Investors 52

Private Equity Insights

JUNE 21, 2024

Private capital is experiencing a surge in acquiring renewable energy developers, increasingly favoring equity-based take-private deals for leveraged buyouts due to high interest rates and rising electricity demand. Key investors such as KKR & Co. The statistics underscore this movement. Brookfield Asset Management Ltd.,

Private Equity Firms 147

Private Equity Firms Private Equity Firms Leveraged Buyouts Buyout 147

Private Equity Insights

SEPTEMBER 28, 2023

The direct-lending funds, one in euros and the other in dollars, are targeting capital from institutional investors for a fixed term, said the people, who aren’t authorized to speak publicly on private matters. The British investor has closed. Blackstone Inc. A spokesperson for Blackstone declined to comment.

Leveraged Buyouts 147

Leveraged Buyouts Buyout Private Equity Firms Private Equity Firms 147

Private Equity Insights

JUNE 21, 2024

Private capital is experiencing a surge in acquiring renewable energy developers, increasingly favoring equity-based take-private deals for leveraged buyouts due to high interest rates and rising electricity demand. Key investors such as KKR & Co. The statistics underscore this movement. Brookfield Asset Management Ltd.,

Private Equity Firms 130

Private Equity Firms Private Equity Firms Leveraged Buyouts Buyout 130

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. While this inherently makes Hercules appealing for dividend investors, the company's operational performance has proven strong. Hercules Capital: 10.6%

Leveraged Buyouts 246

Leveraged Buyouts Initial Public Offering Shareholders Exchange-Traded Funds 246

American Investment Council

MAY 6, 2024

“Private credit is playing a crucial role in supporting businesses and delivering impressive returns for investors, especially in uncertain times,” said Drew Maloney, President & CEO of the American Investment Council. Since the end of 2021, private credit has funded more non-leveraged buyouts each quarter than syndicates.

Finance 125

Finance Financing Leveraged Buyouts Mergers and Acquisitions 125

Private Equity Wire

NOVEMBER 29, 2024

The report cites unnamed sources familiar with the matter as revealing that the proposed financing will tap the leveraged loan market and private credit funds. The first tranche of the financing — a €1.95bn ($2.1bn) leveraged loan — was launched on 19 November and will part fund the spin-out of jobs platform The Stepstone Group.

Debt 97

Debt Leveraged Buyouts Buyout Leveraging 97

The Motley Fool

FEBRUARY 5, 2024

DocuSign boasts a market capitalization of just under $11 billion as of Monday's close, which would potentially make its acquisition one of the largest leveraged buyouts in recent years. What's next for DocuSign stock? DocuSign previously thrived during the pandemic as at-home work accelerated the transition to e-signature platforms.

Leveraged Buyouts 130

Leveraged Buyouts Private Equity Firms Private Equity Firms Buyout 130

Private Equity Wire

APRIL 29, 2024

Keefe focuses on pan-European and international PE and M&A transactions for corporates, institutional investors, alternative asset managers, senior management teams, founders and portfolio companies.

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

This is going to be BIG.

APRIL 21, 2013

Ten years ago, I was an analyst for the General Motors pension fund, working on fund investments into leveraged buyout funds and venture capital deals. In fact, the one area I was pretty set on eliminating from my consideration set--leveraged buyouts--was the area where partners seemed to make the most money.

Leveraged Buyouts 117

Leveraged Buyouts Venture Capital Buyout Pension Funds 117

Private Equity Wire

DECEMBER 8, 2023

The fund received support from a diverse investor base which includes public pension plans, Taft Hartley plans, insurance companies, and family offices. Taurus Private Markets invests in value-oriented, lower middle market leveraged buyout and private credit partnerships with target fund sizes less than $1.25bn.

Leveraged Buyouts 97

Leveraged Buyouts Private Equity Firms Private Equity Firms Buyout 97

Private Equity Insights

AUGUST 31, 2023

“We are excited to partner with Derek and the entire Kodiak team to build on this strong foundation with investments in both organic and inorganic growth, and look forward to partnering with Crowe as co-investors going forward.” The firm was founded in 1992 and manages assets and investments totaling $139bn.

Consulting 130

Consulting Consultants Leveraged Buyouts Private Equity Firms 130

The Big Picture

JANUARY 14, 2023

Instead, she wants investors to engage with these companies. Grancio believes that even passive investors should vote their shares. This allows passive investors the opportunity to drive positive impact as active owners. We discuss how Engine No. VOTE invests in a portfolio of the 500 largest U.S.

Leveraged Buyouts 110

Leveraged Buyouts Passive Investors Buyout Leveraging 110

The Motley Fool

DECEMBER 18, 2023

With companies that rely on considerable leverage in their operations, the rise in interest rates is still working its way through income statements. Yet investors have also seen interest in bargain stocks in other areas. Admittedly, P/E ratios aren't perfect.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraged Buyouts Buyout Bidding 130

The Motley Fool

JANUARY 24, 2024

Moreover, the company is leveraging artificial intelligence (AI) technologies to summarize agreements, analyze business and legal contracts to assess risks and opportunities, and extract common key terms and clauses to simplify the document review process. The company has an impressive balance sheet with nearly $1.6 Is DocuSign a buy?

Leveraged Buyouts 100

Leveraged Buyouts Investors Buyout Private Equity Firms 100

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

MARCH 17, 2024

BDCs are required to pay 90% of their taxable income to investors in the form of dividends each year. This provides business owners with an extra layer of flexibility because debt providers -- unlike equity investors -- rarely take board seats or have an influence over the strategic vision of the company.

Leveraged Buyouts 130

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

The Motley Fool

JUNE 27, 2024

Passive income can be helpful for investors looking to supplement any gains they might have from growth stocks. Over a longer time frame, investors can see in the chart below, Horizon has a total return of nearly 140%. dividend yield, Ares looks like a great opportunity for dividend investors right now.

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. In every market, banks are being asked to do less, and investors are being asked to do more.

Assets 83

Assets Leveraged Buyouts Private Equity Firms Private Equity Firms 83

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

The Motley Fool

DECEMBER 15, 2023

Any deal would be substantial, given DocuSign's market cap at just over $13 billion as of this writing, potentially making it one of the largest leveraged buyouts in recent years. However, given the early stages of these reported talks, investors shouldn't hold their breath for a formal deal until the ink is dry.

Leveraged Buyouts 100

Leveraged Buyouts Buyout Leveraging Prospects 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

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

Private Equity Wire

SEPTEMBER 20, 2023

Meister, who was speaking from the IPEM private markets conference in Paris, remains optimistic despite the current depressed level of deal activity with the higher cost of borrowing negatively impacting leveraged buyouts. That requires new products that look a little bit more like mutual funds,” he said.

Leveraged Buyouts 74

Leveraged Buyouts Returns Mutual Funds Buyout 74

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 Wire

SEPTEMBER 24, 2024

Historically, the focus was on leveraged buyouts and cost-cutting to boost profitability, but this approach is no longer sufficient. This evolution leverages technology and data analytics to streamline processes and unlock value. Treasury 4.x, Lou is fluent in English, French, Russian, and speaks conversational Spanish.

Mergers and Acquisitions 95

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

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

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

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 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

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

MAY 1, 2024

The secondaries market for private investments allows fund investors – the limited partners that pledge money to a fund managed by a general partner, and share in its returns – to buy and sell stakes in illiquid funds before those investments are realized, usually at a discount. Aren't leveraged buyouts in the doldrums?

Leveraged Buyouts 59

Leveraged Buyouts Pension Funds Buyout Stakes 59