Global Newswire by Notified: M&A

NOVEMBER 13, 2024

(OTCQB: AIUG), a pioneering force in artificial intelligence innovation, is thrilled to announce the acquisition of Resolve Debt, a powerful AI-driven platform specializing in debt collection technology and accounts receivable automation.

Debt 45

Debt Acquisitions Portfolio Accountant 45

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

Beyond M&A

SEPTEMBER 19, 2023

Value creation is often the primary focus in the investment world, where the goal is to paint a picture of prosperity and success for portfolio companies. Tech Debt: It’s the silent killer. However, in this pursuit, we often overlook the other side of the coin – value destruction. Enter Value Destruction.

Portfolio Management 147

Portfolio Management Portfolio Private Equity IT 147

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

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

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

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

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

Global Newswire by Notified: M&A

JANUARY 15, 2025

per share, and assume approximately $133 million in net debt ( 2 ). per share, and assume approximately $133 million in net debt ( 2 ). Under the terms of the Merger Agreement, Amplify will issue Juniper approximately 26.7 million shares of Amplify common stock ( 1) , par value $0.01

Portfolio 40

Portfolio Mergers Debt Shares 40

The TRADE

FEBRUARY 6, 2024

“As corporate debt issuance continues to increase across sectors, market participants are looking for tools to help them navigate growing credit exposure,” said Agha Mirza , global head of rates and OTC products at CME Group.

Corporation 116

Corporation Debt Trading Portfolio 116

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

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

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. What accounts for the difference?

Private Equity 105

Private Equity Equities Capital Portfolio 105

The TRADE

JANUARY 10, 2024

It has approximately £351 million in assets under management and manages two strategies: global high yield, launched in 2006, and emerging market corporate debt, launched in 2010.

Asset Management 98

Asset Management Corporation Management Business 98

Global Newswire by Notified: M&A

OCTOBER 31, 2024

billion, including the assumption of Sterling’s outstanding debt, the acquisition combines industry leading platforms and innovative solutions to deliver an enhanced customer experience while expanding and diversifying First Advantage’s vertical and geographic exposure, creating a more well-balanced portfolio. Valued at $2.2

Acquisitions 49

Acquisitions Debt Portfolio Corporation 49

Global Banking & Finance

DECEMBER 15, 2023

One option, DSCR (Debt Service Coverage Ratio) loans, serves as a valuable resource for building a property portfolio. 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.

Investors 49

Investors Debt Portfolio Finance 49

Global Newswire by Notified: M&A

OCTOBER 24, 2023

24, 2023 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC acquired a majority equity stake and made a concurrent debt investment in Sill Public Adjusters (Sill) in partnership with Sill’s management. This is the 13th company in CNL Strategic Capital’s portfolio. Orlando, Fla.,

Capital 45

Capital Debt Portfolio Equities 45

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 TRADE

JULY 15, 2024

Specifically, the transaction will see Impax AM add Absalon’s global high yield and emerging market corporate debt strategies to its fixed income range. Copenhagen-based Absalon was previously part of the Formuepleje Group and serves both European institutional investors and Danish high net worth individuals.

Acquisitions 57

Acquisitions Asset Management Debt Management 57

Sun Acquisitions

NOVEMBER 1, 2024

Acquiring companies need to understand the target’s digital capabilities, potential technology debts, and how well their systems integrate with their own. Actionable Insight: Evaluate the target company’s R&D initiatives and intellectual property portfolio.

Mergers 59

Mergers Mergers and Acquisitions Business Acquisitions 59

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 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 Modeling Financial Models Finance 59

OfficeHours

JUNE 6, 2023

Naturally, proficiency in Excel is of the utmost importance, but ensuring you understand the right financial model is equally important; be sure to practice your paper LBO and Excel debt-focused models through courses to give yourself an edge. Understand the Firm Research the private equity firm thoroughly.

Private Equity 147

Private Equity Equities Financial Modeling Financial Models 147

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

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

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

Sun Acquisitions

FEBRUARY 28, 2024

The business world is dynamic, and growth often requires expanding one’s portfolio through strategic acquisitions. If you have substantial cash reserves, you may opt for an all-cash deal, reducing debt burden and interest costs. Debt Financing Debt financing involves borrowing money to fund the acquisition.

Finance 59

Finance Finance Acquisitions Business 59

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. Direct-to-consumer businesses, darlings of the investor community in 2021, saw their techlike valuations plummet. KG having an underwhelming start.

M&A 64

M&A IPO Retail Medical 64

Intrepid Banker Insights

NOVEMBER 16, 2022

We’re constantly monitoring our portfolio companies’ ability to pass on price increases, particularly as consumers’ wallets come under immense pressure.” – Portfolio Manager, private credit fund “There’s no such thing as a free lunch. 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

OfficeHours

MAY 16, 2023

Additionally, liquidity is important for governments because it gives them access to debt markets to sell securities to fund deficits. Hedge funds often use a variety of investment strategies and invest across multiple asset classes, which can help diversify their portfolio and reduce risk.

Financial Market 130

Financial Market Funds Risk Management Trading 130

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

The TRADE

JUNE 29, 2023

Investors in the US offshore market will be able to access Candriam’s existing UCITS funds that cover US high yield corporate bonds, emerging market equity and debt, and thematic strategies. Following the expansion of the partnership, the pair will offer solutions and services to non-US resident investors who invest through US intermediaries.

Investment 62

Investment Investors Asset Management Sale 62

The TRADE

JANUARY 2, 2024

Last November, JP Morgan became the first issuer to launch Hong Kong dollar pair FX warrants, set to be traded on the Hong Kong stock exchange, with the move set to enable investors to further diversify their portfolios, offering an alternative investment tool.

Trading 57

Trading Debt Capital Markets Bank Banking 57

The TRADE

JANUARY 22, 2025

There’s a very healthy dialogue at all times at both the portfolio-level and the position-level. We look for the opportunity that best achieves opportunistic returns on the best risk-adjusted basis, be it in equities, corporate bonds, distressed bonds, bank debt, or convertibles. We are nimble and agile.

Funds 57

Funds Capital Capital Market S&P 57

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

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