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

JD Supra: Mergers

AUGUST 13, 2024

What began as an outlet for companies with riskier credit to raise debt, the private credit asset class has morphed into a viable alternative lending source for middle-market and, increasingly, large-cap companies. Private credit has grown from managing around $250 billion in assets in 2008 to nearly $1.7 By: Troutman Pepper

Middle Market 171

Middle Market Debt Management 171

JD Supra: Mergers

MAY 22, 2024

Whether, as part of the management of your startup, you are tasked with driving an equity or debt financing to closing or with gearing up for an exit event, disclosure schedules will be one of the many documents that you will negotiate and deliver as part of your deal.

Debt 171

Debt Negotiation Finance Finance 171

JD Supra: Mergers

NOVEMBER 29, 2023

Whole-business securitization (WBS), a structured finance product where a company issues secured debt against substantially all of its cash-yielding assets, is now on the radar of dealmakers seeking ways to manage M&A financing costs or increase overall leverage. By: White & Case LLP

M&A 152

M&A Business Debt Finance 152

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 120

Debt Funds Sale Management 120

The TRADE

JANUARY 10, 2024

Impax Asset Management has entered into an agreement to acquire the corporate credit assets from fixed income manager Absalon Corporate Credit, part of Formuepleje Group. Upon completion, Impax’s newly combined global team will have pro-forma fixed income assets under management and advice of £1.6 The sum has not been disclosed.

Asset Management 98

Asset Management Corporation Management Business 98

PE Hub

FEBRUARY 1, 2024

In this role, Gibson is responsible for originating, structuring and managing debt investments for Comvest Credit Partners, Comvest’s direct lending investment platform. The post Gibson joins Comvest as managing director appeared first on PE Hub.

Management 72

Management Debt Investment 72

Midaxo

OCTOBER 12, 2023

During a live Q&A in September — 7 Tips and Tricks for Successful Technology Due Diligence and Integrations — Mart Lumeste, Co-Founder of Intium Tech covered the challenges and best practices for creating technology integration playbooks, managing technical teams post-acquisition, and integrating technologies post-merger.

Debt 147

Debt Architecture Business Mergers and Acquisitions 147

PE Hub

JUNE 9, 2023

In this role, Lizak will focus on managing the credit strategy of the firm and expanding the firm's equity and debt investor base across the Civitas lodging platform. The post Civitas Capital Group recruits Lizak as investments managing director appeared first on PE Hub.

Investment Manager 71

Investment Manager Recruitment Management Capital 71

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. As a result, members are now able to settle Dutch government bonds at Euroclear Netherlands as well as Austrian and Spanish government bonds at Clearstream Banking Frankfurt.

Debt 59

Debt Management Government Mergers 59

PE Hub

JANUARY 29, 2024

The acquisition was completed in partnership with Genesis Park, who provided equity and debt financing and Samson Capital Group, who provided equity financing. The post LP First Capital snaps up property manager Northpoint appeared first on PE Hub.

Capital 66

Capital Management Debt Finance 66

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 Banking Bank Investors 52

Global Banking & Finance

DECEMBER 9, 2024

asset manager AllianceBernstein is preparing to sue Switzerland for $225 million over the decision to wipe out $17 billion of debt when the country’s government orchestrated the takeover of Credit Suisse by rival UBS last year, the Financial Times reported on Tuesday. (Reuters) – U.S.

Debt 52

Debt Asset Management Government Management 52

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

The TRADE

OCTOBER 23, 2023

Imapx Asset Management has appointed Ross Pamphilon as its new head of fixed income, The TRADE can reveal. According to a social media update, Pamphilon joins Imapax from Wells Fargo Asset Management, where he spent the last four and a half years as head of fixed income for the EMEA region.

Asset Management 64

Asset Management Management Trading Debt 64

Global Newswire by Notified: M&A

OCTOBER 28, 2024

The transaction was sourced on behalf of Partin Development by Eric Rosenstock, Senior Managing Director at Greystone, with Greystone’s Thomas Wayda, Managing Director, and Dante DiStefano, Associate, handling the debt placement. NEW YORK, Oct.

Debt 45

Debt Finance Finance Acquisitions 45

Beyond M&A

MARCH 7, 2023

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. All these maintenance types are essential when managing software and ensuring its longevity.

Private Equity 130

Private Equity Investors Equities Debt 130

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

Global Banking & Finance

NOVEMBER 3, 2023

Successfully Navigating Credit Market Requires Relationships, Credibility and Experience By Jeff Glasse, Managing Director, Debt Capital Markets, Oberon Securities Even solid companies with long-established lender relationships are now occasionally facing uncertainty regarding their future financing and finding themselves in need of outside support. (..)

Debt Capital Markets 98

Debt Capital Markets Capital Market Debt Finance 98

Midaxo

AUGUST 2, 2023

Midaxo was pleased to showcase its productivity platform for corporate development, which includes purpose-built pipeline management, due diligence and post-merger integration modules. The current high-interest-rate environment is complicating matters by making it more difficult to pencil out debt-driven private equity deals.

M&A 246

M&A Mergers and Acquisitions Private Equity Mergers 246

Global Banking & Finance

DECEMBER 14, 2023

Financial Literacy for Students The growing public debt is dragging households, individuals, and businesses down the financial drain with it. Times have never been harder, and students must find ingenious ways to manage their personal finances.

Education 96

Education Debt Finance Finance 96

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

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

Beyond M&A

JUNE 8, 2023

As a tech due diligence company, we’ve witnessed the impact of long-term frantic rushing – considerable technical debt and shaky foundations. IP Verification and Defence: The Cornerstone of Tech Innovation Amidst AI hype and excitement, many tech companies sideline intellectual property (IP) management basics.

Private Equity 130

Private Equity Management Equities Investment 130

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

PE Hub

JUNE 6, 2023

Oaktree Capital Management will provide $175 million in debt financing for this deal. The post Gurnet Point and Novo Holdings to acquire Paratek Pharmaceuticals for $462m appeared first on PE Hub.

Pharmaceutical 74

Pharmaceutical Debt Finance Finance 74

The New York Times: Mergers, Acquisitions and Dive

JUNE 21, 2023

Two new books offer harsh assessments of private equity firms that specializes in buying up companies only to saddle them with debt and squeeze them for profits.

Private Equity 98

Private Equity Debt Profitability Equities 98

How2Exit

APRIL 4, 2023

Jim is the managing partner for IBG, Fox and Fin and has been in the business of mergers and acquisitions for over 35 years. He explains that when the Small Business Administration (SBA) looks at a business for a loan, they want to make sure that the business can cover its debt service. Take Jim Afenowich, for example.

Business 130

Business Management Negotiation Sale 130

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. What Are Corporate Finance Jobs?

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

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. rn Another funding option is to establish a debt fund. rn rn Notable Quotes: rn rn "You pay someone in life to go further.

Mergers and Acquisitions 130

Mergers and Acquisitions Funds Investors Debt 130

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

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. This setup creates many differences with multi-manager (MM) hedge funds , from investment styles to recruiting and careers.

Funds 59

Funds Management S&P Recruitment 59

Lake Country Advisors

OCTOBER 31, 2024

As a co-owner, you share risks, manage financial obligations, and potentially take part in daily operations based on the terms outlined in your partnership agreement. General Partnerships In a general partnership, all partners are responsible for managing the business and are equally liable for debts and legal obligations.

Business 52

Business Profitability Debt Shares 52

Business Standard - FInance

JUNE 8, 2023

Leading non-bank lender IIFL Finance is raising up to Rs 1,500 crore through a public issue of secured redeemable non-convertible debentures (NCDs) to fuel credit growth and debt management, a senior company official said on Thursday. The public issue of the IIFL NCDs will open on Friday and has a base offer of Rs 300 crore.

Debt 98

Debt Bank Banking Finance 98

The TRADE

JULY 15, 2024

Impax Asset Management Group has completed its acquisition of Absalon Corporate Credit’s fixed income assets. Specifically, the transaction will see Impax AM add Absalon’s global high yield and emerging market corporate debt strategies to its fixed income range. The existing fixed income team is based in the US.

Acquisitions 59

Acquisitions Asset Management Debt Management 59

How2Exit

NOVEMBER 25, 2024

Many acquisitions are funded through a blend of debt financing, seller financing, and equity rollovers. The ESOP structure can help in aligning the interests of the management with those of the employees and the community, ensuring that strategic decisions benefit all stakeholders involved.

Business 130

Business Mergers and Acquisitions Finance Finance 130

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