The Deal

JULY 21, 2023

The calamity is par for the course in a REIT industry that’s exploded with disgruntled investors in recent years. REITs in particular have gained a disproportionate level of attention, especially as the overall real estate market gains a more watchful eye from investors amid interest rate hikes and market volatility.

Retail 52

Retail Management Government Investors 52

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

How2Exit

FEBRUARY 26, 2023

She has gone from being an IT worker to semi-retired stock investor to mergers and acquisitions in a short period of time. By doing this, she has been able to create a network of relationships that have allowed her to become the chairman of a publicly traded company. Concept 4: Network for success. Concept 6: Help others in need.

Book-building 130

Book-building M&A Business Sale 130

Sun Acquisitions

JULY 21, 2023

It also includes analyzing cash flow, debt obligations, and potential liabilities. Investor Confidence: For publicly traded companies, due diligence provides transparency and accountability, enhancing investor confidence.

M&A 52

M&A Mergers and Acquisitions Negotiation Mergers 52

Intrepid Banker Insights

MARCH 28, 2023

Signals to Watch Given Fed Chairman Powell’s latest remarks on potentially higher and faster rate hikes, it is critical for owners to take a hard look at their debt structures. Both customers and vendors may face similar issues your company is observing, including the rising cost of debt, wage inflation, supply chain imbalances and more.

Capital 52

Capital Advisory Bank Banking 52

Wall Street Mojo

FEBRUARY 9, 2024

A primary importance of it is helping investors identify companies with high growth potential along with the risks involved. The classification helps investors gauge the performance and growth potential to make future investments. Even capital assets are used in this form of borrowing. #3

Middle Market 52

Middle Market Bulge Bracket Private Equity Investment Banking 52

OfficeHours

AUGUST 20, 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 Finance 130

Cooley M&A

MARCH 1, 2019

A dual-track process reduces the possibility that the vagaries of the stock market and industry-specific dynamics will have a detrimental effect on the overall exit by opening the investment opportunity to public markets as well as financial and strategic investors, with each influenced by the others.

IPO 52

IPO Valuation M&A Business 52

Wall Street Mojo

JANUARY 17, 2024

A profit and loss (P&L) statement, sometimes called as an income statement, is a financial report that provides investors and outsiders with a financial overview of a company. The P&L outcome plotted on a trendline assists investors in understanding the organization’s performance over time.

Profitability 52

Profitability S&P Financial Statement Accountant 52

Cooley M&A

JANUARY 25, 2023

Amid depressed valuations, biotechnology companies also saw an increasing number of demands from activist investors that in certain cases led to more deal activity. Novartis announced plans to spin off its generics and biosimilars division into a publicly traded stand-alone company.

M&A 40

M&A Mergers and Acquisitions Pharmaceutical Collaboration 40

Focus Investment Banking

JANUARY 10, 2025

Now say we’re in good fortune here for this example because there is only one Pureplay Collision Group that is publicly traded and we know them as the Boy Group or Gerber Collision and Glass. Because they’re publicly traded, we get access to their financials and see how they do quarter in and quarter out and annually for 2023.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

Cooley M&A

JANUARY 25, 2023

While direct lenders have historically struggled to compete with the syndicated lending market on price and covenant packages, as the year progressed, sponsors increasingly spurned the syndicated lending market in favor of debt packages arranged solely by direct lenders.

M&A 52

M&A Mergers and Acquisitions Private Equity Mergers 52

Mergers and Inquisitions

JANUARY 8, 2025

Main Quests and Side Quests: Always focus on your main story quest, i.e., your portfolio of liquid, publicly traded assets, and ignore or deprioritize the side quests, such as becoming a mini-VC or investing in real estate. Meanwhile, famous investors like Ray Dalio have suggested permanent portfolios or all-weather portfolios.

Investment 59

Investment Portfolio S&P Trading 59