JD Supra: Mergers

MARCH 12, 2024

Traditional debt financing was expensive and scarce, expectations on valuations were tricky to navigate, portfolio companies required additional attention, fundraising was not easy and regulators continued to scale up their scrutiny of the industry and its transactions.

Private Equity 197

Private Equity Equities Debt Valuation 197

Deal Lawyers

JANUARY 28, 2025

A recent Troutman Pepper Locke memo discusses some of the key issues associated with side letters entered into between VC investors and the portfolio companies in which they invest. The memo address three categories of rights that may be provided to a VC investor in a side letter: (i) rights that the company has already […]

Finance 113

Finance Finance Equities Capital 113

JD Supra: Mergers

FEBRUARY 27, 2024

Since 2020, a steadily increasing number of middle-market private equity deals have included equity rollovers. ​​​​​​​ Given the current acute challenges in arranging acquisition financing on palatable terms and a continued focus on ensuring alignment between private equity (PE) investors and portfolio company management, the use of rollover equity (..)

Equities 165

Equities Private Equity Middle Market Portfolio 165

Business Standard - FInance

JUNE 13, 2023

Microfinance loan portfolio increased by 22 per cent to Rs 3.48 Gross loan portfolio stood at Rs 2.85 In terms of regional distribution of gross loan portfolio, East & Northeast and South account for 63 per cent of the total portfolio. lakh crore during 2022-23, according to a report. lakh crore as on March 31, 2022.

Portfolio 98

Portfolio Accountant IT 98

Business Standard - FInance

JUNE 13, 2023

Indian banks have been expanding their unsecured lending portfolio as the pandemic-induced stress began easing

Portfolio 98

Portfolio Banking Bank 98

Global Banking & Finance

DECEMBER 17, 2024

Traditional portfolio models, like the 60/40 equity bond asset allocation, have been decades-long staples but are increasingly challenged by prolonged low interest rates, inflation, and unpredictable market shifts. Innovative portfolio strategies, such as those incorporating the Dragon Portfolio, […]

Portfolio 76

Portfolio Asset Management Equities Investors 76

PE Hub

JANUARY 24, 2024

Monogram is a Boston-based provider of finance solutions for students and their families. The post Carlyle buys Monogram’s $415m private student loan portfolio appeared first on PE Hub.

Portfolio 67

Portfolio Finance Finance 67

Growth Business

JANUARY 22, 2025

By Michael Elias on Growth Business - Your gateway to entrepreneurial success Self-financed or bootstrapped companies are unusual in many ways. While traditional venture capital may be an option for some, it means being part of a portfolio which operates on a hits model. What is their historical portfolio loss rate?

Investors 98

Investors Business Portfolio Investment 98

PE Hub

FEBRUARY 1, 2024

The Parking Spot is a portfolio company of Green Courte Partners. The post The Parking Spot snags $750m debt financing from Carlyle appeared first on PE Hub.

Debt 67

Debt Finance Finance Portfolio 67

Global Banking & Finance

MARCH 25, 2024

Private Equity Firms Embrace AI for Their Portfolio Companies By Drake Paulson, VP Strategic Partnerships, Anduin The integration of Artificial Intelligence (AI) into business operations has moved beyond mere speculation to tangible ROI.

Private Equity 81

Private Equity Portfolio Equities Investment Manager 81

TechCrunch: M&A

MAY 17, 2023

Ripple has been working with traditional finance companies so that they can integrate crypto and blockchain into their infrastructure. It could indicate that Ripple wants to use its balance sheet to build a portfolio of cryptocurrency-focused companies and bounce back from the SEC feud.

Sale 256

Sale Portfolio IT Finance 256

Mergers and Inquisitions

OCTOBER 4, 2023

We never understand why these billionaires cared about GameStop or Redditors so much, given everything else in their lives and portfolios. Dumb Money : The “Finance” Parts of the Story The filmmakers wanted to convey a “Wall Street bad; populist/rebel retail investors good” message, and that’s fine.

Finance 105

Finance Finance Retail Entertainment 105

The TRADE

SEPTEMBER 29, 2023

Balyasny Asset Management has appointed Harrison Chesterton as associate director within its equity finance trading division, The TRADE can reveal. Most recently he served as vice president of delta 1 and equity financing – a role he was promoted to after holding the position of assistant vice president for three years.

Asset Management 64

Asset Management Finance Finance Equities 64

Mergers and Inquisitions

MAY 29, 2024

With the craze over renewable energy and infrastructure over the past few years, we’ve received more and more questions about Project Finance vs. Corporate Finance. And yes, coincidentally, we have a new Project Finance & Infrastructure Modeling course. By contrast, Project Finance roles are more specialized and “siloed.”

Corporate Finance 59

Corporate Finance Financial Modeling Financial Models Finance 59

Cisco: M&A

APRIL 11, 2024

This is the third blog in our three-part series about Cisco Foundation partner organizations working in the Amazon and South America region. You can read the other two, and more Climate Impact & … Read more on Cisco Blogs

Finance 98

Finance Finance Portfolio Corporation 98

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. Domino’s Pizza and ASOS are two notable names that have raised finance through AIM. This means that larger amounts of finance above £1.5

Finance 75

Finance Finance Business Funds 75

Global Newswire by Notified: M&A

OCTOBER 1, 2024

As a result of the Loan Portfolio Acquisition, the Company has net assets of approximately $300 million and investments in 28 portfolio companies.

Portfolio 45

Portfolio Acquisitions Investment Finance 45

PE Hub

JANUARY 24, 2024

Monogram is a Boston-based provider of finance solutions for students and their families. The post Carlyle buys $415m private student loan portfolio from Truist appeared first on PE Hub.

Portfolio 52

Portfolio Finance Finance 52

Cisco: M&A

AUGUST 15, 2023

This blog was prepared with deep thanks to Cisco employee volunteer Haitham Al-Shabibi. Climate change is an issue we can’t solve alone, yet it seems like very few of those working to solve it have a… Read more on Cisco Blogs

Finance 78

Finance Finance IT Portfolio 78

Peak Frameworks

MAY 17, 2023

This article will delve into the essence of combinations in mathematics , their practical applications in finance, and why they are essential for financial professionals. Consider you have ten potential investment opportunities, and you want to diversify your portfolio by selecting three. 10 - 3)!) = 120 different portfolios.

Finance 52

Finance Finance Portfolio Management Portfolio 52

Global Newswire by Notified: M&A

SEPTEMBER 23, 2024

(“SSIC” or the “Company”) (NASDAQ: SSIC), a specialty finance company that has elected to be regulated as a business development company, today announced that the stockholders of the Company have voted at the Company’s special meeting of stockholders held today (the “Special Meeting”) to approve the proposal related to the Company’s acquisition from (..)

Portfolio 45

Portfolio Acquisitions Investment Finance 45

Global Banking & Finance

SEPTEMBER 19, 2024

While jewellery pieces are often overlooked as an investment opportunity, their potential within financial portfolios shouldn’t be underestimated. In our current uncertain economic climate, incorporating high-value jewellery into your financial portfolio could be a strategic move… […]

Portfolio 52

Portfolio Investment Economics 52

European Investment Bank

JULY 10, 2024

Launched in September 2020, the City Climate Finance Gap Fund aims to help cities in low and middle-income countries plan, prioritise and deliver projects focused on climate change mitigation and adaptation. Simultaneously, they harbour immense potential for transformative action.

Finance 52

Finance Finance Funds Portfolio 52

Cisco: M&A

OCTOBER 11, 2024

Meet Cisco Foundation partners working to support farmers' transition to regenerative agriculture to improve resiliency.

Finance 98

Finance Finance Portfolio Corporation 98

PCE

NOVEMBER 15, 2023

In the complex world of modern finance, the importance of portfolio valuations cannot be overstated. These valuations are crucial for fund and investment managers, as transparency and consistency is important for individual investors, large institutions and other stakeholders.

Risk Management 52

Risk Management Valuation Portfolio Management 52

European Investment Bank

MARCH 10, 2024

It is intended to provide an overview of the role played by the EIB in financing PPP projects inside and outside of Europe since 1990. project finance, sovereign lending). project finance, sovereign lending). Portfolio loans to small PPP projects and investments in equity PPP funds are not listed in this report.

Finance 52

Finance Finance Investment Banking Investment 52

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

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

Global Banking & Finance

DECEMBER 19, 2024

COPENHAGEN (Reuters) – Finland’s Fortum said on Thursday it had agreed to buy a project development portfolio for renewable power from Finnish energy company Enersense for around 9 million euros ($9.37 The portfolio includes 2.6

Portfolio 52

Portfolio IT Business 52

TechCrunch: M&A

JANUARY 13, 2025

Clearwater Analytics, a company developing accounting, compliance, and risk reporting tools for asset managers, said on Monday it has entered into a definitive agreement to acquire investment management platform Enfusion for $1.5

Investment Manager 230

Investment Manager Management Investment Asset Management 230

Global Banking & Finance

JUNE 24, 2024

Mike Ashley’s Frasers buys THG’s portfolio of luxury goods websites (Reuters) -British e-commerce firm THG has agreed to sell its portfolio of luxury goods websites to Mike Ashley’s Frasers Group for an undisclosed sum, it said on Monday.

Portfolio 52

Portfolio IT 52

OfficeHours

AUGUST 25, 2023

In recent years, private credit has emerged as an important financing source for corporations of all kinds, especially for private equity-owned businesses with high financial leverage. Following the GFC, the government enacted new regulations that limited banks’ abilities to underwrite highly leveraged financing.

Private Equity 130

Private Equity Equities Debt Finance 130

Global Newswire by Notified: M&A

FEBRUARY 20, 2024

The Company will acquire the CALP Loan Portfolio in exchange for newly issued shares of the Company’s common stock with a net asset value equal to the value of the CALP Loan Portfolio, each determined shortly before closing.

Portfolio 45

Portfolio Investment Acquisitions Finance 45

Global Banking & Finance

JULY 21, 2023

A Symphony of Investments: Crafting Harmonious Portfolios In the orchestra of investments, a multitude of instruments each echo a unique tune. Like a symphony, a well-crafted portfolio is a harmony of these diverse sounds, each investment instrument contributing its part to the overall performance.

Portfolio 52

Portfolio Investment IT 52

Business Standard - FInance

JUNE 21, 2023

Equity Mutual Fund investing is strictly meant for your long-term goals, so it makes little sense to try and time your exits and entries or to repeatedly "book profits" and sit on the sidelines.

Profitability 98

Profitability Portfolio Funds Equities 98

Peak Frameworks

SEPTEMBER 11, 2023

In a finance context, quality assurance could encompass regular audits of financial transactions, comprehensive compliance training for employees, or the implementation of strict controls to prevent fraudulent activities. It's about creating a systematic approach to tasks to ensure consistency and eliminate potential errors. The result?

Finance 52

Finance Finance Management Private Equity 52

Global Banking & Finance

JULY 29, 2024

Frankfurt-based Chom Capital GmbH is an owner-operated asset management boutique, licenced to conduct financial services in the form of investment brokerage, investment advice, contract broking and financial portfolio management.

Capital 52

Capital Investment Advice Asset Management Finance 52