Private Equity Wire

OCTOBER 9, 2024

Investment banks, which faced significant losses on risky merger and acquisition (M&A) loans due to a spike in global interest rates, are now aggressively returning to the leveraged buyout (LBO) market — one of the most profitable sectors in finance, according to a report by Bloomberg.

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Leveraged Buyouts Leveraging Buyout Banks 97

The Motley Fool

JULY 21, 2023

The $69 billion merger between Microsoft and Activision Blizzard is one big step closer to completion. As a sign of confidence that it can close the deal, the two companies extended the acquisition contract's deadline to Oct. which has yet to give a thumbs up on the merger. which has yet to give a thumbs up on the merger.

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The Motley Fool

AUGUST 20, 2024

times leverage ratio. The company's commercially secured projects give it a lot of visibility into its future cash-flow growth and its ability to return more cash to investors. Acquisitions are another big driver of distribution growth for Enterprise. The MLP has A-rated credit and a low 3.0 That trend should continue.

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The Motley Fool

OCTOBER 12, 2024

Serving the booming $500 billion medical device market, the company has delivered total returns in excess of 10,200% since 2000, making it a 103-bagger over that time. This profitability and FCF generation give UFP ample funding to pour into its growth efforts, which primarily come through tuck-in mergers and acquisitions (M&A).

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Mergers and Acquisitions Leveraging Funds Return On Investment 246

The Motley Fool

OCTOBER 20, 2024

It's one of only eight REITs in the S&P 500 with two A3/A- credit ratings or better, thanks to its lower leverage ratios and the quality of its portfolio. compound annual rate since going public, driven by a combination of rent growth and accretive acquisitions. Acquisitions are the company's other growth driver.

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Private Equity Insights

DECEMBER 15, 2023

This acquisition marks a significant move in the Japanese pharmaceutical market and presents a potential opportunity for CVC to expand and re-list the company in the foreseeable future. CVC’s acquisition of Sogo Medical reflects the confidence in the Japanese healthcare market and its potential for future growth.

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Mergers and Acquisitions Private Equity Firms Private Equity Firms Capital 204

The Motley Fool

JUNE 22, 2024

UPS has laid out a new plan to restore margins and return to growth by 2026. But UPS said that it will rely on organic growth and acquisitions to drive the segment -- putting pressure on the company's ability to execute. Chevron and Exxon are returning a ton of cash to shareholders with buybacks and dividends.

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The Motley Fool

AUGUST 31, 2024

It's making two acquisitions to enhance its footprint, cash flow, and ability to return cash to investors. After closing the deal for GIP's interest in EnLink, Oneok plans to pursue the acquisition of EnLink's publicly traded shares in a tax-free transaction (i.e., a stock-based acquisition). EnLink currently has a $12.3

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Mergers and Acquisitions Enterprise Values Leveraging Stakes 130

The Motley Fool

JANUARY 5, 2024

The company has a terrific track record, returning nearly 200% to shareholders during the past 10 years. Moreover, one prediction I made for 2024 is that mergers and acquisitions will see a rebound this year. During the past decade, Horizon stock has a total return of more than 160%. Image source: Getty Images.

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Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

The Motley Fool

MARCH 3, 2024

Not only do they provide passive income, but they can also produce above-average total returns as they grow their earnings and shareholder payouts. Over the last 50 years, dividend stocks have outperformed the average return of stocks in the S&P 500 , and dividend growers in particular have delivered the best total returns.

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Mergers and Acquisitions Leveraging Shareholders Assets 246

The Motley Fool

JULY 28, 2023

Earlier this week, shares of iRobot plunged after Amazon announced the two companies have agreed to amend the terms of their merger to reduce the price Amazon will pay -- specifically, to $51.75 billion merger announcement almost a year ago. This created an urgent need for cash as it awaits the completion of its acquisition.

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Mergers and Acquisitions Investors Leveraging Finance 130

The Motley Fool

AUGUST 6, 2023

The logic behind the spinoff was that it would unlock shareholder value and allow each company to more easily pursue mergers and acquisitions (M&A), allocate capital, and compensate employees as a pure play focused on one industry. Today, GXO stock is trading nearly flat to where it was when the company first went public.

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Mergers and Acquisitions Amortization Depreciation Earnings Before Interest 237

The Motley Fool

JANUARY 5, 2024

The merger wave in the oil patch is continuing in 2024. That acquisition will enhance APA's scale in the resource-rich Permian Basin. Here's a look at the latest oil stock merger and what it means for investors. That increased scale should boost Exxon's cash flow and returns. billion, including the assumption of debt.

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Mergers and Acquisitions Enterprise Values Bidding Debt 130

The Motley Fool

JULY 1, 2023

Why Activision and Adobe shareholders might not want their company's proposed acquisitions to go through. See the 10 stocks Stock Advisor returns as of June 26, 2023 This video was recorded on June 23, 2023. Dylan Lewis: After the break, we've got the latest on regulators kicking the tires on major acquisitions. Stay right here.

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Banks Mergers and Acquisitions Debt Capital 243

The Motley Fool

JANUARY 29, 2024

Lucid (NASDAQ: LCID) went public through a merger with a special purpose acquisition company in July 2021. The company's stock is now down approximately 95% from its post-merger peak and has a market capitalization of roughly $6.9 Is there a feasible path for it to deliver returns on that level?

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The Motley Fool

MARCH 3, 2024

annualized total return. Deeper access to capital Next, Roy highlighted that the REITs recently closed merger with Spirit Realty "deepens our ability to access capital markets through increased trading volume in our publicly listed stock." The 10 stocks that made the cut could produce monster returns in the coming years.

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Mergers and Acquisitions Capital Leveraging Portfolios 246

The Motley Fool

MARCH 9, 2024

compound annual growth rate in its total shareholder return over the last 20 years. That's outperformed the S&P 500 's total return of 9.7%, as well as Enbridge's peers in the utilities (8%) and midstream (7.7%) sectors. At its current dividend payment level, Enbridge can generate an annual income return of roughly 7.7%

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Returns Mergers and Acquisitions Leveraging Amortization 130

The Motley Fool

FEBRUARY 21, 2024

The master limited partnership (MLP) made two acquisitions. Despite making nearly $9 billion in acquisitions last year, the MLP is ready for its next deal if the right opportunity emerges. Despite making nearly $9 billion in acquisitions last year, the MLP is ready for its next deal if the right opportunity emerges.

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Mergers and Acquisitions Leveraging Assets Returns 130

The Motley Fool

JANUARY 10, 2024

After its 2022 merger with Kirkland Lake Gold and its acquisition of Yamana's Canadian assets, Agnico has emerged as a leading producer of gold -- and profits. The company appears a lot more attractive now since it closed on its acquisition of Newcrest in November. Which gold stock is the best addition to your portfolio?

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Mergers and Acquisitions Debt Amortization Depreciation 243

The Motley Fool

MARCH 30, 2024

For example, putting $300 a month into an investment earning 10% annually (about the average return of the S&P 500 over the last 30 years) would grow to $1 million in about 34 years. Increasing your investment or returns could make you a millionaire even faster. yielding dividend, which provides investors with a strong base return.

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Mergers and Acquisitions Leveraging Shareholders Portfolios 237

The Motley Fool

OCTOBER 11, 2024

Over time, these assets will produce even more cash flow and help the business compound returns for investors. But given the recent acquisition, it might not issue another special dividend until 2026. Exxon's merger with Pioneer Natural Resources boosted its Permian output to 1.3

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Mergers and Acquisitions Assets Leveraging Taxes 246

The Motley Fool

DECEMBER 16, 2023

Requiring a 15% annualized return for five years, an investment needs to slightly outperform the market's historical annualized total return of roughly 11% to 12% to accomplish this feat. However, this figure has jumped to 2.7 Should this 90-day increase extend throughout the year, it would account for roughly 5% sales growth.

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Mergers and Acquisitions Accounting Return On Investment Capital 245

The Motley Fool

JANUARY 9, 2025

See the 10 stocks Going on a shopping spree Plains All American Pipeline recently unveiled that it's making three bolt-on acquisitions to start the year. This trio of acquisitions will enhance the company's crude oil footprint in the Permian, Eagle Ford, and Mid-Continent regions. It owns a gathering system in the Eagle Ford Basin.

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Mergers and Acquisitions Leveraging Assets Capital 130

The Motley Fool

JUNE 16, 2023

Consistently returning value The problem for Energy Transfer comes when you start to compare distribution histories. Acquisitions are partly to blame for that trend, but investors need to understand that leverage increases risk. Meanwhile, its distributable cash flow of roughly $1.9 billion was actually up 5.5% year over year.

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Mergers and Acquisitions Debt Amortization Depreciation 246

The Motley Fool

JANUARY 5, 2024

Recent reports suggest the founder and CEO of Citadel plans to return $7 billion in profits to hedge fund investors after generating returns of roughly 15% last year -- outperforming many of his peers -- though the final tally hasn't been released. The 10 stocks that made the cut could produce monster returns in the coming years.

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Hedge Funds Mergers and Acquisitions Stakes Leveraging 246

The Motley Fool

JANUARY 16, 2024

It plans to return about 70% of free cash flow to shareholders. While that statement rings true for Diamondback Energy, it would be a mistake to conclude that the stock is simply a leveraged play on the price of oil. Part of the reason is that ConocoPhillips completed its acquisition of Concho Resources in January 2021.

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Mergers and Acquisitions Investors Hedge Funds Shareholders 246

The Motley Fool

NOVEMBER 26, 2023

In late October, Chevron announced the $53 million all-stock merger with exploration and production company, Hess. Chevron can afford the deal without overly leveraging itself. Chevron has spent years paying down debt and compressing its leverage ratios. It marks Chevron's largest deal in over 20 years.

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Mergers and Acquisitions Banks Leveraging Debt 240

The Motley Fool

FEBRUARY 21, 2024

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of February 20, 2024 Sumit Roy -- President and Chief Executive Officer Thank you, Steve. Welcome, everyone.

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Mergers and Acquisitions Debt Assets Capital 246

The Motley Fool

DECEMBER 12, 2023

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. See the 10 stocks *Stock Advisor returns as of December 7, 2023 This video was recorded on Dec. Deidre Woollard: Two state named airlines, one big merger.

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Mergers and Acquisitions Debt Stakes Bidding 130

The Motley Fool

FEBRUARY 25, 2024

Devon Energy (NYSE: DVN) has been a winning stock since closing its transformational merger with WPX Energy in early 2021. That gave it the fuel to grow value for its investors through dividends, share repurchases, debt reduction, and acquisitions. annualized) total return during that period. The company has repurchased over $2.1

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Mergers and Acquisitions Shareholders Debt Leveraging 130

Blackstone News

FEBRUARY 27, 2024

Rover” or the “Company”), the world’s largest online marketplace for pet care, today announced the completion of its acquisition by private equity funds affiliated with Blackstone (“Blackstone”) in an all-cash transaction valued at approximately $2.3 With the completion of the acquisition, Rover stockholders are entitled to receive $11.00

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Securities and Exchange Commission (SEC) Mergers and Acquisitions Legal Hedge Funds 98

Blackstone News

JUNE 15, 2023

Cvent”), an industry-leading meetings, events and hospitality technology provider, today announced the completion of its acquisition by an affiliate of private equity funds managed by Blackstone (“Blackstone”) for $8.50 TYSONS, VA – June 15, 2023 – Cvent Holding Corp.

Securities and Exchange Commission (SEC) 105

Securities and Exchange Commission (SEC) Mergers and Acquisitions Legal Enterprise Values 105

The Motley Fool

FEBRUARY 13, 2025

This is a unique example in which Ackman found a valuable asset hidden inside a larger business, and creatively found a way to leverage activist investing strategies to structure a deal and profit from an otherwise mundane business such as a fast food chain. The 10 stocks that made the cut could produce monster returns in the coming years.

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Mergers and Acquisitions Stakes Hedge Funds Assets 217

The Motley Fool

JANUARY 10, 2024

billion in investments last year -- a figure that doesn't include its pending acquisition of fellow REIT Spirit Realty. However, despite the headwinds from those higher rates (which increased its borrowing costs and weighed on its share price, driving up its cost of capital ), Realty Income went on an acquisition spree in 2023.

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Mergers and Acquisitions Investing Leveraging Capital 130

The Motley Fool

DECEMBER 6, 2023

According to financial analytics firm Refinitiv, dealmaking like initial public offerings (IPOs) and mergers and acquisitions (M&As) was at an all-time high that year. Since 2004, Ares Capital has delivered solid returns for patient investors who rode out multiple recessions. As a result, B.

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Collateral Investors Mergers and Acquisitions Initial Public Offering 246

The Motley Fool

NOVEMBER 8, 2024

billion of free cash flow and returned $1.3 Cash return to shareholders begins with our focus on the regular dividend, which has never been reduced or suspended in the 27 years since we've been paying one. We generated $1.6 billion of adjusted net income and $1.5 Our culture is our competitive advantage.

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Debt Shareholders Leveraging Capital 130

The Motley Fool

FEBRUARY 20, 2025

The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. We exceeded our 2024 synergy targets, and we're able to accelerate value creation and shareholder return as a result. Integration is progressing well.

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