The Big Picture

JULY 11, 2023

I could do my own taxes. JOHNSON: By 2019, it was, I think, nine to 10 years, and by 2022, it was 14 to 15 years before they were going public, right? You have half the number of public companies that you had in 2000. And so you look at, well, why go public, right? A public company has quarterly earnings pressure.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Assets 88

The Motley Fool

FEBRUARY 15, 2024

During his time here, he was instrumental in our growth from a small pre-revenue private company to a public company with over $700 million in revenue. In the fourth quarter of 2022, we released a valuation allowance, which resulted in a tax benefit of $99 million in that quarter. Adjusted EBITDA was $68.2

Banks 130

Banks Accounting Leveraging Private Companies 130

The Motley Fool

FEBRUARY 1, 2024

year to year, with the main decreases being a higher tax rate of $0.12, $0.06 and EPS to $3 to $3.05, reflecting a tax rate of 34% versus prior full-year guidance of 30%, which has an EPS impact of $0.18. We're a public company. We're going to perform well as a public company. Non-GAAP EPS was down $0.08

Resale 130

Resale Banks Capital Assets 130

The Motley Fool

JUNE 7, 2024

Let's say they've got a quarter of their revenue that's turning into earnings before income taxes, depreciation amortization. Tom Steyer: In all of these areas, just as in all early stages, like the early stages of the Internet Revolution starting when public companies really sprung up around 1996. The company's called ALCMY.

Companies 100

Companies Banks Investors Amortization 100

Axial

JULY 27, 2023

.” Industries : Consumer Goods, Energy & Utilities, Technology, Industrials, Business Services, Manufacturing, Distribution, Health Care, Telecommunications, Consumer Services, Financial Services, Retail Visit FOCUS IB’s Profile “ASA Ventures Group (AVG) provides M & A representation to middle-market private companies.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

The Motley Fool

AUGUST 20, 2023

This becomes increasingly important with the new SEC rules detailing that all public companies will be required to report material breaches within four business days. First, we expect our non-GAAP tax rate to remain at 22% for the first quarter and fiscal year 2024, subject to the outcome of future tax legislation.

Leveraging 130

Leveraging Banks Taxes Capital 130

The Big Picture

OCTOBER 15, 2024

And so today, if you’re not accessing private markets, you’re gonna get left way behind your returns. And unfortunately our DOD is not as competent as it used to be, but our private companies are the best in the world. But, but no, yes, we have to do lots of small ships if we wanna stay ahead of them. billion to Cox.

Venture Capital 59

Venture Capital Private Companies Hedge Funds Capital 59

The Big Picture

OCTOBER 31, 2023

Just really a fascinating history from, from a private company to a public company back to a, a partnership. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

Pension Pulse

NOVEMBER 3, 2023

However, we do engage with the climate-forward companies in our portfolio to stay on track and to continue our learning around the energy transition and related markets, technologies and opportunities. We directly engage with both public and private companies in our portfolio to promote sustainable business practices and long-term thinking.

Pension Funds 59

Pension Funds Investing Hedge Funds Assets 59

The Motley Fool

SEPTEMBER 30, 2024

I think, after Space X, they're the number two most frequently launched private company. In fact, it's a more tax efficient way for shareholders if the company buys back its own shares as opposed to handing out a special dividend. It was talking about the five biggest public companies in the world on January 1st, of 1999.

Investing 130

Investing Companies Capital Investors 130

Axial

MAY 4, 2023

Alongside transaction consideration, we understand that timing, tax issues, future involvement, legacy of the business, and other factors vary according to each client’s particular situation. Our team has advised on over $2 billion of successful transactions with private equity firms, high net-worth individuals, and public companies.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

AUGUST 3, 2023

The year-over-year increase reflects higher variable operating costs associated with the 28 incremental operating days in the period, anticipated higher land lease and property tax expenses related to the sale-leaseback of California's Great America, and planned higher advertising costs to support this year's capital programs.

Capital 100

Capital Leveraging Banks Returns 100

The Big Picture

JANUARY 9, 2024

I published what’s called a comment, so like a very short one about this great tax law case with this guy who like won the lottery and then wanted to get his lottery winnings treated as capital gains. You know, it was all this like structuring and like tax and legal and accounting stuff. Matt Levine : 00:03:44 You know, I did.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Motley Fool

AUGUST 3, 2023

We also want to note the green shoots that we are seeing in the industry with the ongoing potential for passage of the SAFE Banking Act, state-level momentum for additional programs and tax relief and unit price stabilization trends we are seeing in certain markets, which Paul will spend more time discussing.

Debt 189

Debt Legal Capital Portfolios 189

The Motley Fool

DECEMBER 27, 2024

First time for the listeners, though, the theme of this, Jim, is that being a public company is difficult. They really haven't gotten any advantage for being public they don't need to raise capital, so they're not using for capital markets here. They'll be able to roll that just fine as a private company.

Bidding 130

Bidding Taxes Buyout Public Companies 130

The Motley Fool

NOVEMBER 5, 2024

And obviously, some of the pace and requirements for a public company in the 90-day scorecard is a little different than working for a private company but all things considered I couldn't be more proud of the way the organization is responding to giving and receiving grades and try to seek to understand as we put these synergies together.

Shareholders 130

Shareholders Assets Banks Capital 130

Zajac Group

APRIL 1, 2025

That being said, you will still need to be cognizant of when they vest, how they can impact your tax bill, and when may be the best time to sell or hold shares. Taxes and Portfolio Concentration: The Importance of Managing Your RSUs RSUs are relatively simple to manage when compared to employees stock options.

Taxes 52

Taxes Liabilities Education Legal 52

The Motley Fool

NOVEMBER 6, 2024

These strong cash flows, paired with a tax-efficient restructure, help to create an efficient cost of capital which we can deploy in accretive development projects and strategic M&A supporting future NOI growth. Congrats on your first quarter as a public company. I'll conclude on Slide 14. Please go ahead.

Leveraging 130

Leveraging Capital Assets Due Diligence 130

The Motley Fool

AUGUST 1, 2024

Higher G&A this quarter was related to higher stock-based comp, legal, consulting, and other advisory costs, as well as higher employer payroll taxes in connection with employee stock option exercises in the second quarter. As of June 30th, 2024, the market value of our Bitcoin holdings was $14 billion, and an aggregate cost of $8.3

Debt 246

Debt Leveraging Shareholders Capital 246

The Motley Fool

JANUARY 29, 2025

To add some more color on this, this includes an expectation for 2025 cash income tax payments of approximately $700 million based on current tax policy and increased cash interest payments of approximately $3.9 Finally, we now expect adjusted free cash flow, including payments for merger-related costs in the range of $17.3

Mergers and Acquisitions 130

Mergers and Acquisitions Capital Accounting Leveraging 130

The Big Picture

NOVEMBER 21, 2023

They invest primarily in private and public companies. Or are you looking at startups or private companies that have been for around for a while that are potential disruptors? You invest in startups, you invest in public companies, you invest in privates. You take it out tax free as well.

Hedge Funds 98

Hedge Funds Venture Capital Startups Capital 98

The Big Picture

JANUARY 27, 2025

And so I spent a couple years on the audit side and then actually transferred over to the tax side. So my first four working years were spent in public accounting. It’s just that what what is your strategy necessarily looking to, to do, but without the private market seeing new deal volume. Coopers and Rin Oh, sure.

Hedge Funds 59

Hedge Funds Liabilities Assets Leveraging 59

The Motley Fool

FEBRUARY 12, 2025

So, we did over $1 billion in revenue for the first time as a public company, really for the first time in the history of the company, and that capped off what was a record-breaking year with over $3 billion in revenue for the whole year. And as you saw, we had a large tax benefit in Q4. So, the first one is being No.1

Assets 130

Assets Stakes Shareholders Investors 130

The Motley Fool

FEBRUARY 12, 2025

We provide parameters on several other inputs in our earnings release, including investment and disposition volume, general and administrative expenses, non-reimbursable real estate expenses, as well as income tax and other tax expenses. And that's where I think, again, our unique capabilities can come to play.

Debt 162

Debt Capital Assets Financing 162