Mergers and Inquisitions

FEBRUARY 28, 2024

Partially, it’s an issue of accessibility: Everyone understands what happens to the stock price if a company beats earnings… …but few people understand what it means if a company is set to violate a debt covenant on page 214 of its credit agreement. the appropriate debt vs. equity mix, and additional capital needs over the next few quarters.

Equities 59

Equities Debt Asset Management Recruitment 59

FineMark

OCTOBER 17, 2023

As the quote from Warren Buffett above suggests, we share his view on the utility of short-term market forecasts. budget deficit and its upcoming substantial debt repayment, which will require refinancing in the next three years and expand the size of current Treasury auctions. With a current net worth of $115.7

S&P 52

S&P Investment Portfolio Corporation 52

FineMark

APRIL 13, 2023

This scenario will have a disproportionate, negative effect on both commercial real estate borrowers and small-to-medium-sized businesses that aren’t large enough to access the public debt markets. Note: These investments are suitable for clients with both significant financial wherewithal and an ability to bear illiquidity risk.

Bank 52

Bank Banking Investment Economics 52