Growth Business

JULY 11, 2023

A management team will need to show they are ambitious, switched on and ready to push the boundaries in marketing, sales and finance. It works well with other forms of financing. It will look for high growth prospects from a company operating in a unique space. 5) AIM AIM was set up by the London Stock Exchange in 1995.

Finance 75

Finance Finance Business Funds 75

Wall Street Mojo

JANUARY 15, 2024

What is a Collateralized Debt Obligation? Table of contents What is a Collateralized Debt Obligation? How does Collateralized Debt Obligation (CDO) Work? CDOs provide investors with a diversified portfolio of debt instruments across different risk levels. read more , etc.

Debt 52

Debt Bank Banking Investors 52

Sun Acquisitions

FEBRUARY 28, 2024

The business world is dynamic, and growth often requires expanding one’s portfolio through strategic acquisitions. However, mastering the art of business acquisition involves more than just signing a deal; it requires careful planning, tailored strategies, and astute financing choices.

Finance 59

Finance Finance Acquisitions Business 59

PE Hub

JANUARY 25, 2024

Based in West Palm Beach, Florida, Catera will continue to help lead the investment team and focus on structuring, negotiating and advising portfolio companies on debt and equity financings. The post Siris promotes Catera to partner appeared first on PE Hub.

Debt 73

Debt Negotiation Portfolio Finance 73

OfficeHours

OCTOBER 16, 2023

For the average person, rising interest rates are not ideal for those with significant amounts of debt, those looking to purchase a home with a mortgage, or many other use cases. Once the cash available is used to service the debt, whatever is left over is paid as dividends and used to calculate returns for private equity investors and LPs.

Investors 130

Investors Private Equity Debt Equities 130

Cooley M&A

SEPTEMBER 25, 2020

The decisions from the court on those preliminary matters, as well as the arguments raised by legal counsel, offer some valuable lessons for sellers considering sale transactions that require debt financing, and may motivate sellers to re-evaluate certain provisions and remedies that have become customary in those transactions.

Debt 40

Debt Finance Finance Private Equity 40

OfficeHours

OCTOBER 20, 2023

For example, if a private equity firm invested $100M into a portfolio company with a 20% expected rate of return, this return would not actually be 20% if the calculations were not adjusted for inflation. Inflation can also have an impact on the cost of debt required to finance an investment.

Investors 130

Investors Private Equity Equities Debt 130

OfficeHours

OCTOBER 16, 2023

For example, if a private equity firm invested $100M into a portfolio company with a 20% expected rate of return, this return would not actually be 20% if the calculations were not adjusted for inflation. Inflation can also have an impact on the cost of debt required to finance an investment.

Investors 100

Investors Private Equity Debt Equities 100

Sica Fletcher

APRIL 17, 2020

We are all painfully aware of the impact the coronavirus pandemic has had on our investment and retirement portfolios. What is generally less understood is the impact of the pandemic on the debt markets. You felt this in your investment and retirement accounts, and the debt markets were dramatically affected as well. to 10.0%.

Debt 52

Debt Insurance M&A Broker 52

RKJ Partners

AUGUST 6, 2017

And, being able to achieve important milestones such as shipped product or securing a first customer, can provide real uplift in valuation and significantly reduce ownership dilution at the next VC financing round. Venture lending is usually offered in two forms: "growth capital" and equipment financing.

Debt 40

Debt Capital Raising Capital Equities 40

Global Banking & Finance

DECEMBER 15, 2023

DSCR Loans: Navigating the Do’s and Don’ts for Real Estate Investors Real estate investment offers a world of opportunities, and understanding how to finance these ventures is key. One option, DSCR (Debt Service Coverage Ratio) loans, serves as a valuable resource for building a property portfolio.

Investors 49

Investors Debt Portfolio Finance 49

Sun Acquisitions

FEBRUARY 14, 2024

Consider options such as raising capital through equity financing or securing a bank loan to fund your expansion plans. 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.

Acquisitions 59

Acquisitions Business Debt Finance 59

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

Mergers and Inquisitions

MARCH 13, 2024

Debt financing is much more common, and the GE firm is often the first institutional investor. Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. They do not use debt since they only make minority-stake investments.

Private Equity 105

Private Equity Equities Capital Portfolio 105

OfficeHours

AUGUST 9, 2023

The good news is that there are many transferable skills from investment banking (and other non-traditional finance roles) to private equity. If you enjoy financial modeling and due diligence (essential skills for most finance roles) but want to dig deeper into how businesses function operationally, then the buyside could be right for you.

Private Equity 130

Private Equity Equities Investment Banking Investment 130

The Deal

JULY 18, 2023

Firms have lowered hold sizes and increased loan prices as they lean toward smaller transactions, team up with other lenders on deals, shy away from unfunded debt and turn up scrutiny on business performance. Borrowers typically don’t have to pay interest on unfunded debt until they tap those credit lines.

Debt 52

Debt Finance Finance Private Equity 52

Razorpay

AUGUST 9, 2023

Portfolio Management Merchant banking companies provide portfolio management services to high -net-worth individuals and corporate investors. These services include a selection of securities, portfolio monitoring and review, advice on the rationalization of portfolios, and tax planning.

Bank 52

Bank Banking Business Underwriting 52

Mergers and Inquisitions

MAY 15, 2024

Private Equity Value Creation Definition: The PE value creation team, also known as the operations, portfolio operations, or portfolio resources team, aims to make private equity firms’ portfolio companies more valuable by improving their revenue and profit margins. Why is PE Value Creation Suddenly “Hot”?

Private Equity 105

Private Equity Equities Consulting Recruitment 105

Focus Investment Banking

SEPTEMBER 19, 2024

For buyers, who rely heavily on debt financing to fund acquisitions, a rate cut—especially one larger than expected—creates immediate opportunities. Here’s how: Lower Cost of Debt Private equity firms typically use leverage (borrowed capital) to finance a significant portion of their acquisitions.

Mergers and Acquisitions 52

Mergers and Acquisitions Acquisitions Mergers Debt 52

OfficeHours

AUGUST 20, 2023

The good news is that there are many transferable skills from investment banking (and other non-traditional finance roles) to private equity. If you enjoy financial modeling and due diligence (essential skills for most finance roles) but want to dig deeper into how businesses function operationally, then the buyside could be right for you.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

OfficeHours

JUNE 6, 2023

ill-positioned to make the jump to the buyside) furthering your education with an MBA degree or a finance-related master’s degree (preferably the former) can provide a competitive edge. Familiarize yourself with its investment strategy, portfolio companies, recent deals, and overall market reputation.

Private Equity 147

Private Equity Equities Financial Models Financial Modeling 147

Mergers and Inquisitions

OCTOBER 16, 2024

in Interviews for Steppingstone Internships You normally need at least 1 – 2 finance internships in the early years of university to be competitive for 3 rd year IB summer internships that potentially convert into full-time roles. Interviewee: Well, I’m a finance major, so I want to do something fast-paced in finance.

Investment Banking 111

Investment Banking Bank Banking Investment 111

Intrepid Banker Insights

NOVEMBER 16, 2022

Issuers, lenders and sponsors are facing a reality of elevated interest rates that are heading even higher, consumer spending softness translating to lower earnings, and a significant resetting of expectations on how deals can be financed. The Fed Funds Rate sits at 4%, and SOFR is expected to peak at 4.8% in Q2 2023.

Advisory 52

Advisory Capital Funds Debt 52

The TRADE

JANUARY 22, 2025

It seems like a lot of issuers are trying to finance or fund next year’s capital needs and are getting ahead of it opportunistically. I maintain constant dialogue with ECM and leveraged finance desks to identify the next potential investment opportunities. It’s been busy. We are nimble and agile.

Funds 59

Funds Capital Capital Market S&P 59

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

FEBRUARY 5, 2024

Esposito joined Goldman Sachs in 1995 as a salesperson for emerging markets debt, before subsequently being named managing director in 2002 and partner in 2006. He also led Deutsche Bank’s corporate financing business in India and contributed heavily to the development of the bank’s structured finance business across south and southeast Asia.

Investment Banking 64

Investment Banking Finance Finance Equities 64

Focus Investment Banking

MARCH 17, 2024

Despite the potential value at stake, the buyer balked at the idea of relinquishing control, envisioning strategic integration and synergy across their portfolio of Professional Services businesses. Kelly Kittrell has more than 30 years of merger & acquisition and corporate finance experience. What could have salvaged this deal?

Professional Services 52

Professional Services Corporate Finance Mergers and Acquisitions Negotiation 52

Global Newswire by Notified: M&A

MAY 15, 2024

EUR 2.0 - 2.5 per share, to be paid to its pre-merger shareholders in January 2025 • Vastned Retail will declare and pay an interim dividend of EUR 1.70 per share in December 2024 (with no interim dividend to be declared and paid by Vastned Retail in August 2024) • Vastned Belgium will declare and pay an interim dividend of EUR 2.30

Retail 59

Retail Mergers Shares Debt 59

Peak Frameworks

MAY 8, 2024

If you're interested in breaking into finance, check out our Private Equity Course and Investment Banking Course , which help thousands of candidates land top jobs every year. This means that in the event of legal action or debt defaults, members' personal assets like homes, cars, and savings remain shielded.

Corporation 52

Corporation Business Finance Finance 52

Wall Street Mojo

JANUARY 17, 2024

As this metric outlines potential returns, the cut off rate in portfolio management is a useful benchmark. Furthermore, this rate plays a crucial role in determining a company’s debt policy. Large projects often require significant capital investments , and debt is a common source of funding. Staylings Ltd.

Capital 52

Capital Investment Debt Portfolio 52

Wall Street Mojo

JANUARY 17, 2024

Investors aiming to have a diversified portfolio are recommended to convert their security forms as and when they get an opportunity. Convertible securities combine features of both debt and equity instruments. For issuers, they offer a cost-effective method to raise capital, often with lower interest rates than traditional debt.

Securities 98

Securities Investors Shares Financial Models 98

Peak Frameworks

AUGUST 15, 2023

By implementing hedging techniques, professionals can minimize risk exposure and secure their portfolios. For example, an investor holding a portfolio of technology stocks may purchase put options to protect against potential downside risks in the market. They are commonly used to hedge against interest rate risk.

Portfolio 52

Portfolio Private Equity Risk Management Investment Banking 52

The Deal

FEBRUARY 6, 2024

Pellegrino was finance counsel on the deal. while Rothschild advised WillScot on the financing there. MoFo’s Liu counseled McGrath last year on its $400 million purchase of Vesta Modular from Kinderhook Industries and the $265 million sale of Adler Tank Rentals LLC to Kinderhook portfolio company Ironclad Environmental Solutions.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Finance Finance 52

Global Newswire by Notified: M&A

MAY 15, 2024

EUR 2.0 - 2.5 per share, to be paid to its pre-merger shareholders in January 2025 • Vastned Retail will declare and pay an interim dividend of EUR 1.70 per share in December 2024 (with no interim dividend to be declared and paid by Vastned Retail in August 2024) • Vastned Belgium will declare and pay an interim dividend of EUR 2.30

Retail 52

Retail Mergers Shares Debt 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

How2Exit

APRIL 9, 2023

Michael and his wife have achieved success without taking on any investors or business agents, and without any debt in their balance sheets. They acquire assets at a fair price point and then aggregate them to create a portfolio. They have been able to acquire big finance assets like Points Guys and make a killing.

M&A 130

M&A Media Mergers and Acquisitions Business 130

How2Exit

MAY 22, 2023

He believes that investors should have an understanding of the different types of investments available and how they can be used to diversify their portfolio. He started looking for an online business, but he couldn’t get any financing. He then realized that he could get financing if he bought a company with assets.

Business 130

Business Book-building Acquisitions Investment 130