OfficeHours

OCTOBER 23, 2023

Once the terms are agreed upon, the acquisition is financed through a combination of debt and equity from the PE firm , as with a typical transaction. This results in the target company receiving a potentially very different capital structure than they previously had, typically with higher debt levels.

Investors 130

Investors Private Equity Equities Investment 130

The Deal

OCTOBER 17, 2023

Inflation, supply chain disruptions and the rising cost of debt stopped consumer companies in their tracks last year. portfolio company Birkenstock GmbH & Co. “As the economic outlook stabilizes and the [Federal Reserve] moderates some of its [rate hikes], that will drive more transaction activity,” she said.

M&A 64

M&A IPO Retail Medical 64

Sun Acquisitions

FEBRUARY 14, 2024

Diversification: Diversifying your business portfolio can be a prudent goal. In such cases, evaluating the financial health of target companies and understanding their debt structures is crucial. While it provides capital without the burden of debt repayment, it dilutes ownership and may involve relinquishing some control.

Acquisitions 59

Acquisitions Business Debt Finance 59

Mergers and Inquisitions

MAY 29, 2024

Project Finance Definition: “Project Finance” refers to acquisitions, debt/equity financings, and new developments of capital-intensive infrastructure assets that provide essential utilities and services. However, many people also use the term more broadly to refer to equity, debt, and advisory for infrastructure assets.

Corporate Finance 59

Corporate Finance Financial Models Financial Modeling Finance 59

Intrepid Banker Insights

NOVEMBER 16, 2022

Amidst public market volatility and economic uncertainty, private capital investment funds remain open for business, albeit with increased scrutiny and rigorous diligence on every deal. With all-in interest cost typically exceeding 10%, managing debt service and cash flow is becoming paramount. “At in Q2 2023.

Advisory 52

Advisory Capital Funds Debt 52

The Deal

JULY 18, 2023

But the asset class has also carried over its caution from the second half of last year amid economic uncertainty and a tighter fundraising environment. Borrowers typically don’t have to pay interest on unfunded debt until they tap those credit lines. times, according to data from Configure.

Debt 52

Debt Finance Finance Private Equity 52

Peak Frameworks

SEPTEMBER 19, 2023

A classic example of T-Bills in action occurred during the European Sovereign Debt Crisis. Investors, wary of the uncertainties in European debt markets, turned to U.S. Debt Ceiling Crisis , T-Bills experienced an unusual yield spike as investors momentarily questioned U.S. Represented by the full faith and credit of the U.S.

IT 52

IT Government Investors Economics 52

InvestmentBank.com

MAY 26, 2021

As the world headed into the uncharted territory of a worldwide pandemic, investors in both debt and equity markets reacted to shifts and changing conditions in several interesting ways, and the lessons they learned and the actions they take this year will set the stage for everyone’s access to capital in the years to come.

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

Peak Frameworks

SEPTEMBER 19, 2023

5 Cs in Detail , Character Character pertains to an individual's or a company's historical record when it comes to managing debt and fulfilling obligations. Debt-to-income ratio: One common metric used to determine capacity. It is the proportion of a borrower's monthly debt payments to their monthly gross income.

Debt 52

Debt Finance Finance Capital 52

The TRADE

DECEMBER 18, 2023

Investors will need to think far more about the risk profiles of their portfolios. Convertible bonds will also provide cheaper financing options to those companies with other types of debt coming due which will lead to greater primary issuance. All of this points toward a good year for convertible bonds.

Trading 64

Trading Banking Bank Investors 64

Mergers and Inquisitions

JULY 31, 2024

The commonalities are that industrial companies serve enterprise customers and governments rather than consumers (with some exceptions, such as airlines) and are very sensitive to broad macro factors and economic conditions. billion with Debt of $2.1 No Debt has been repaid, so the Exit Equity Proceeds are $3.6 billion – $2.1

Private Equity 66

Private Equity Equities Middle Market Debt 66

Growth Business

NOVEMBER 23, 2023

Form Ventures Form uniquely supports its portfolio start-ups to understand and navigate public policy FPE Capital Businesses must demonstrate the following: a capable management team, strong presence in large markets, rapid growth potential, disruptive products or services and defensible growth margins with recurring revenues.

Investment 111

Investment Funds Capital Business 111

How2Exit

MAY 23, 2023

Castle Placement specializes in raising private equity and debt capital for clients. Institutional assets are typically large investments that are made by investors who have a long-term view and are looking to diversify their portfolio.

Capital 130

Capital Investors Business Investment 130

Intrepid Banker Insights

MARCH 28, 2023

Intrepid Investment Bankers Warning Signs Your Business’s Liquidity Needs Attention Mixed signals dominate economic headlines as concerns persist about a recession beginning in 2023, if it has not already begun. During any recession, cash is king and provides staying power for a business to ride out the storm.

Capital 52

Capital Advisory Banking Bank 52

The TRADE

OCTOBER 16, 2024

There is a structural case for emerging markets, and it is set to remain a core part of the fixed income opportunity set,” asserts John Espinosa, head of sovereigns and portfolio manager for Nuveen’s global fixed income team. “It

Trading 59

Trading Investors Portfolio Investment 59

Focus Investment Banking

FEBRUARY 22, 2024

Specific value to a buyer: A buyer may see strategic value in the restaurant, whether it is a concept that bolsters its portfolio of brands or a restaurant group with advantageous locations. Economic Market and Industry Dynamics: Factors such as interest rates can also influence investor activity and in turn, valuation multiples.

Private Equity 52

Private Equity Valuation Food Equities 52

Sica Fletcher

JUNE 20, 2024

This is even more interesting when we view the rate of return for these insurance agencies, which has actually dropped below the cost of acquiring debt for a transaction, creating a negative spread for the first time in M&A history. It used to be the case that equity structures consisted of senior debt (i.e., in 2020 to 9.5%

M&A 52

M&A Insurance Valuation Equities 52

Wall Street Mojo

JANUARY 18, 2024

read more regularly invest in such bonds issued by a sovereign government, and it forms a major part of their investment portfolio. It refers to the possibility that the lender may not receive the debt's principal and an interest component, resulting in interrupted cash flow and increased cost of collection.

Financial Modeling 52

Financial Modeling Financial Models Debt Financial Institution 52

The TRADE

DECEMBER 5, 2024

These changes are designed to improve market stability, increase transparency, and mitigate systemic risks in bond markets, affecting everything from Treasury securities to corporate debt. Khokhar continues to highlight that margin and portfolio funding impact should be another key focus for institutions as they adapt to these rules.

Trading 59

Trading Risk Management Portfolio Broker 59

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. Its economic effect will also be deflationary. If you missed our previous coverage, you can read our Q4 2022 newsletter here: [link].)

Banking 52

Banking Bank Investment Economics 52

Cooley M&A

MAY 21, 2021

In reaching this order, the court applied the prevention doctrine, finding that the unavailability of buyer’s debt financing did not permit buyer to circumvent its obligation to close because buyer materially contributed to the debt financing being unavailable. All of those demands were rejected by the lenders.

M&A 40

M&A Debt Private Equity Finance 40

Wall Street Mojo

FEBRUARY 9, 2024

The primary sources of LMM companies are primarily different forms of debt and credit line lending systems. Such firms enjoy high growth rates and play a vital economic role. A combination of equity and debt financing allows the firm to convert equity interest if they default on the loan.

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

The TRADE

OCTOBER 26, 2023

While traders don’t have the authority to load up trades, outside of execution they are expected to collaborate with their portfolio managers to bring value add to the investment process by making suggestions around idea generation and execution. The trading team work closely in tandem with portfolio managers when preparing a strategy.

Trading 98

Trading Asset Management Management Electronics 98

Mergers and Inquisitions

JANUARY 10, 2024

By contrast, investment banking is more about advising companies on transactions such as M&A deals , equity and debt deals , and restructuring. Think: benchmarking portfolios rather than modeling companies. .” There’s much less technical work because your analysis tends to be very high-level.

Investment Banking 59

Investment Banking Management Banking Bank 59

How2Exit

AUGUST 28, 2023

Prospective service providers must fill out an application and undergo a face-to-face interview to assess their background, experience, and client portfolio. The podcast mentions that with the cost of money being high and debt coverage being important, buyers need to carefully evaluate the financial health of the business they are acquiring.

Mergers and Acquisitions 130

Mergers and Acquisitions M&A Business Acquisitions 130

Lake Country Advisors

AUGUST 28, 2024

Equally critical is the evaluation of liabilities, including debts and loans, which profoundly affect your business’s market value. Business brokers provide critical insights into how local economic elements influence these valuations.

Business 52

Business Sale Valuation Manufacturing 52

FineMark

OCTOBER 17, 2023

Rather than trying to predict the future, we prefer to construct solid portfolios, focus on longer-term investable themes, and identify third-party manager talent with demonstrable (and persistent) alpha-generation ability. To secure that higher income for the future, we’ve begun to extend portfolio duration.

S&P 52

S&P Investment Portfolio Corporation 52

Mergers and Inquisitions

JULY 19, 2023

Non-Equity Funds – Finally, it is difficult to “short” certain securities effectively, such as distressed debt and many types of credit (especially structured products ). Also, many long-biased funds tend to have more concentrated portfolios since they often aim to become one of the top shareholders in each company.

Funds 52

Funds Asset Management Management Equities 52

Mergers and Inquisitions

APRIL 19, 2023

Metals & Mining Investment Banking Definition: In metals & mining investment banking, professionals advise companies that find, produce, and distribute base metals, bulk commodities, and precious metals on debt and equity issuances and mergers and acquisitions. What Do You Do as an Analyst or Associate in the Group?

Investment Banking 52

Investment Banking Banking Bank Investment 52

Cooley M&A

JANUARY 25, 2023

Lastly, many public life sciences companies that had their market capitalizations fall in 2022 also found it more difficult or more expensive to secure debt financing as compared to a year or two ago, and many private life sciences companies saw that venture capital debt carried with it more dilutive terms in 2022.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Growth Business

MARCH 1, 2024

Capital is available, valuations have started to normalise and the debt markets are still supportive – albeit with greater scrutiny and higher costs. Nonetheless, the economic and political uncertainty associated with the Brexit process has made investing in the UK relatively more challenging.

Private Equity 59

Private Equity Equities Investment Business 59

Cooley M&A

DECEMBER 15, 2020

The lawsuit arose from the contemplated sale of a hotel portfolio, consisting of 15 luxury hotels located throughout the US. The portfolio was owned by Strategic Hotels & Resorts LLC, a Delaware limited liability company and indirect subsidiary of Anbang Insurance Group, a corporation organized in the People’s Republic of China.

M&A 40

M&A Business IT Negotiation 40

Software Equity Group

AUGUST 20, 2024

Top Strategic Buyers Investing in SaaS Valsoft Corporation Valsoft is a holding company for a diverse portfolio of software and related technology services and currently employs 2,000 employees. The group includes public strategic, private strategic, and PE-backed strategic buyers. The company made 15 acquisitions in 2023.

Investment 52

Investment Management Acquisitions Business 52

GillAgency

FEBRUARY 10, 2022

For example, a buyer may not assume a debt or take over a piece of real estate. In this section you should discuss about the conditions of your industry – impacts of legal, regulatory, political, technological, economic and environment on your business. They may exclude some assets and/or liabilities based on mutual negotiations.

Business 52

Business Sale Broker IT 52

Cooley M&A

FEBRUARY 1, 2024

billion sale of portfolio company Adenza to Nasdaq – PE-backed tech exits also took a hit in 2023, with total deal values declining 35% versus 2022. [2] Continuing the trend we noted for 2022 , sponsors increasingly used private credit sources in lieu of the syndicated debt markets to finance buyouts in 2023. in 2022 to 5.9x

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

OfficeHours

JUNE 13, 2023

According to US government estimates, the private equity industry employs almost 12 million people through its portfolio companies. This economic profit interest is then distributed to the private equity professionals who make up the general partnership (in the GP/LP structure).

Private Equity 130

Private Equity Equities Debt Corporation 130

OfficeHours

JULY 7, 2023

According to US government estimates, the private equity industry employs almost 12 million people through its portfolio companies. This economic profit interest is then distributed to the private equity professionals who make up the general partnership (in the GP/LP structure).

Private Equity 100

Private Equity Equities Corporation Debt 100