Beyond M&A

FEBRUARY 19, 2025

Because in this case, the management team is proactively investing in an assessment, on their own dime, and is willing to explore every nook and cranny to uncover potential issues before investors do. However, the key difference is the mindset of the management teamthey want to know what they might be missing.

M&A 130

M&A Investors IT Debt 130

The New York Times: Mergers, Acquisitions and Dive

DECEMBER 12, 2024

The sale, to a group that includes the shows host, Sean Evans, and Soros Fund Management, will allow BuzzFeed to pay down tens of millions of dollars in debt.

Debt 136

Debt Funds Sale Management 136

OfficeHours

MAY 16, 2023

Hedge funds are significant players in financial markets given the size of their capital bases and the frequency of their trading. According to a report by Hedge Fund Research, Inc., as of the end of 2020, hedge funds managed approximately $3.6 Hedge funds can take concentrated positions.

Financial Market 130

Financial Market Funds Risk Management Trading 130

The TRADE

JANUARY 22, 2025

I spent a lot of time in my sell-side days working as a conduit between capital markets and the origination desk within investment banking as a bridge into the public side, covering hedge funds and multi strategy investment managers for anything equity-linked and credit with a cross-asset mindset. It’s been busy.

Funds 59

Funds Capital Capital Market S&P 59

OfficeHours

JUNE 6, 2023

Leveraged buyouts involve acquiring a controlling interest in a mature company, typically through a combination of equity and debt financing, using the acquired company’s assets as collateral to secure debt financing. Private equity firms also invest in distressed debt or provide private debt financing.

Private Equity 147

Private Equity Equities Debt Investment 147

Growth Business

AUGUST 7, 2023

By Neil Rudge on Growth Business - Your gateway to entrepreneurial success For small businesses at any stage, cashflow management can make or break the business. Access to funding is often a key component in transforming an idea into a reality, particularly in sectors where initial start-up costs may be high.

Funds 94

Funds Finance Finance Business 94

How2Exit

MARCH 11, 2024

Anthony is the founder of Global Investment Capital Group and has successfully raised capital for his debt fund, which focuses on acquiring and operating group homes and assisted living facilities. One approach is to raise capital through a private equity fund. rn Another funding option is to establish a debt fund.

Mergers and Acquisitions 130

Mergers and Acquisitions Funds Investors Debt 130

Mergers and Inquisitions

JANUARY 31, 2024

If you think about the most “public” investors – the likes of Bill Ackman and David Einhorn – many of them have something in common: they operate single-manager hedge funds. In other words, they’re the public face and brand of their fund, and all investment decisions flow through them. 10 – 15 positions rather than 100+).

Funds 59

Funds Management S&P Recruitment 59

The TRADE

JULY 5, 2023

LCH RepoClear has merged its RepoClear Euro debt service, which includes specials and general collateral, with its tri-party basket repo clearing service €GCPlus. Members will now make payments into a single default fund, where it was previously two, while there will be one set of margin calls and reports across the combined services.

Debt 59

Debt Management Government Mergers 59

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

OfficeHours

AUGUST 25, 2023

In particular, new guidelines from the FDIC and Federal Reserve (among other governmental agencies) made it more difficult for banks to underwrite financings that resulted in debt-to-EBITDA ratios in excess of 6.0x. This capital is released once investors buy the debt off the banks’ balance sheets.

Private Equity 130

Private Equity Equities Debt Finance 130

How2Exit

NOVEMBER 25, 2024

Financial institutions, through methods like industrial revenue bonds and mezzanine loans, present existing CEOs and potential entrepreneurs with creative funding structures to support roll-ups. Many acquisitions are funded through a blend of debt financing, seller financing, and equity rollovers.

Business 130

Business Mergers and Acquisitions Finance Finance 130

How2Exit

AUGUST 12, 2024

He has a strong background in wealth management, particularly focusing on helping small and medium-sized business owners grow their enterprises and maximize value. The episode uncovers Landon's unique journey from a family background woven with entrepreneurial spirit to his current endeavors in acquisition and wealth management.

Business 130

Business Acquisitions Mergers and Acquisitions Debt 130

Beyond M&A

MARCH 7, 2023

As private equity investors, you understand the importance of allocating funds to innovation and growth. That is the time spent on fixing issues, addressing tech debt and keeping the lights on. Maintenance tasks include bug fixes, addressing technical debt, and other tasks required to keep the software running smoothly.

Private Equity 130

Private Equity Investors Equities Debt 130

Periculum Capital

MARCH 12, 2022

Periculum Capital Company, LLC (“Periculum”) is pleased to announce it has completed a senior debt placement for Morgan Foods, Inc. The debt placement, structured as a working capital revolver and term loan, allowed the Company to refinance its existing debt and fund future growth. Morgan” or the “Company”).

Debt 52

Debt Food Debt Capital Markets Capital 52

The TRADE

APRIL 29, 2025

The solution, called SIX Fixed Income Data, is designed to provide banks, asset managers, wealth managers and hedge funds globally with reliable fixed income data, based off an array of information sourced from global markets. The provider has said that the offering will give clients access to data for 3.6

Asset Management 52

Asset Management Debt Capital Market Management 52

Mergers and Inquisitions

MAY 24, 2023

“Event-driven hedge funds” is one of the more confusing labels in finance. But the other problem is that all hedge funds are “event-driven” because they invest based on catalysts , or specific events that could change a security’s price. If this fund is right, the company’s price may increase by 50%.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

The New York Times: Banking

DECEMBER 27, 2024

Everyone from Jamie Dimon to the International Monetary Fund is ringing alarms about the shadowy world of private credit. But the money keeps rolling in.

Funds 142

Funds Private Equity Financial Institution Debt 142

Growth Business

MARCH 26, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Alternative lender ThinCats is to lend over £300 million to growing UK businesses via a new fund. Business owners are now beginning to make decisions again for acquisitions, management buyouts, EOTs or capital restructuring.

Funds 52

Funds Finance Finance Debt 52

PE Hub

JUNE 14, 2023

Robert Colliver, the firm's co-founder, will transition to the role of executive chairperson, while continuing to oversee Stonebridge's existing debt funds and separately managed accounts. The post Stonebridge names Di Giorgio and Simunac as co-CEOs appeared first on PE Hub.

Debt 68

Debt Accountant Funds Management 68

Francine Way

JULY 17, 2017

Lastly, I would be remiss if I don’t mention that some companies do perform LBOs when management considers taking the company private (from a public status), usually with the help of a PE firm. Building a historical 3-statement model and a debt-interest schedule. Building a historical 3-statement model and a debt-interest schedule.

Valuation 130

Valuation M&A Debt Book-building 130

Growth Business

NOVEMBER 23, 2023

Ascension Ventures Early-stage VC built by exited entrepreneurs ready to back the next generation of tech and impact founders Augmentum Fintech Augmentum Europe’s leading publicly listed fintech fund, investing in fast growing businesses that are disrupting the financial services sector. mortgages, insurance) software (e.g.

Investment 111

Investment Funds Capital Business 111

Mergers and Inquisitions

JULY 19, 2023

When you hear the term “long-only hedge funds,” your first thought might be: “How can a hedge fund hold only long positions? Doesn’t that contradict the term ‘hedge fund’? Why would investors pay high fees for what is effectively a mutual fund?” These are all good questions.

Funds 52

Funds Asset Management Management Equities 52

Peak Frameworks

JUNE 27, 2023

Public finance relates to how a government generates revenue and how it disburses these funds to fulfill societal needs. The key components of public finance include tax policy, expenditure policy, debt policy, and fiscal policy, which includes adjusting the other components to affect macroeconomic variables.

Government 52

Government Finance Finance Management 52

Mergers and Inquisitions

JANUARY 10, 2024

If you want to read angry comments and long threads with plenty of insults, you can’t go wrong with the wealth management vs. investment banking debate. It’s one area where people on both sides tend to talk past each other : Bankers say that wealth management roles pay less, offer less interesting work, and lack good exit opportunities.

Investment Banking 59

Investment Banking Management Bank Banking 59

Mergers and Inquisitions

OCTOBER 30, 2024

Depending on your group , you’ll spend time on tasks such as creating 5-year plans, conducting variance analysis, making sure transactions are properly recorded, reconciling the historical financial statements, and managing the company’s cash, cash flow, and borrowing needs. For example: Early-Stage Startup: Can we raise more VC funding?

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Growth Business

JUNE 29, 2023

The objectives you set for the business will dictate the type of finance you should raise: the two key options being equity (selling shares in your company) and debt (borrowing from a bank or financial institution). Are any of the management team members involved in another business?

Finance 110

Finance Finance Equities Business 110

RKJ Partners

AUGUST 6, 2017

Venture Debt is less expensive than equity … in the long run Perhaps the greatest benefit of venture lending is that it injects money into a business without heavily diluting the equity stake of the entrepreneur or venture capital investors. Fees overload – The true cost of debt is often increased by the inclusion of numerous fees.

Debt 40

Debt Capital Raising Capital Equities 40

OfficeHours

OCTOBER 20, 2023

Inflation can also have an impact on the cost of debt required to finance an investment. Inflation itself does not directly affect the cost of debt or interest; rather, since inflation and interest rates are very closely related, changes in inflation impact changes in interest rates.

Investors 130

Investors Private Equity Equities Debt 130

OfficeHours

AUGUST 9, 2023

Private equity involves investing capital directly into private businesses that are not publicly traded on stock exchanges (that would be a hedge fund). As further discussed below, private equity firms raise funds from institutional investors and use these funds to acquire ownership stakes in businesses.

Private Equity 130

Private Equity Equities Investment Banking Investment 130

Growth Business

JULY 13, 2023

By Timothy Adler on Growth Business - Your gateway to entrepreneurial success Pre-seed funding provides the initial capital needed to start your prospective business. What can pre-seed funding be used for? What is the difference between pre-seed and seed funding? However, only 39 per cent of this went to seed-stage startups.

Funds 52

Funds Investors Business Capital 52

The New York Times: Mergers, Acquisitions and Dive

JUNE 2, 2023

With the fight over the debt ceiling resolved, investors are turning to other concerns, including inflation and interest rates.

Debt 85

Debt Investors Mergers and Acquisitions Funds 85

Focus Investment Banking

JUNE 5, 2023

Below, we will discuss the importance of working capital in an M&A transaction and provide tips on how to manage it effectively. In the tire business, most M&A deals follow a "cash-free, debt-free" structure, where the buyer gets to keep the cash in the bank, but long-term debt is the seller's responsibility.

M&A 52

M&A Capital Management Mergers and Acquisitions 52

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

Mergers and Inquisitions

MARCH 13, 2023

Then, the bank lends these funds to companies and individuals and charges interest on these loans. These loans create matching deposits on the L&E side of the bank’s Balance Sheet, and the bank then finds real deposits or other funding sources to back the loans. But the U.S. to back them.

Bank 123

Bank Banking Funds Government 123

The TRADE

JULY 7, 2023

Generali has entered a definitive agreement to acquire US-based Conning from Cathay Life in a deal that will see it become one of the largest asset management firms in Europe. In the same week, hedge fund Lansdowne Partners announced its plan to acquire UK equity investment manager, Crux Asset Management, dependent on regulatory approval.

Asset Management 52

Asset Management Management Acquisitions Insurance 52

OfficeHours

OCTOBER 23, 2023

the company is under scrutiny by public investors causing a severe drop in value, needs a drastic change in the management team in order to improve operations, etc.). 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.

Investors 130

Investors Private Equity Equities Investment 130