Private Equity Insights

JANUARY 12, 2024

LCP X is a 2022 vintage fund that is now more than 40% committed, with a diversified portfolio of more than 50 transactions with a variety of sellers, including public and corporate pensions, banks, and other financial institutions.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Financial Institutions 130

Private Equity Wire

JANUARY 29, 2024

Union Square Advisors, a technology-focused investment bank, is expecting to see an increase in technology sector deal-making in 2024, with recent positive momentum continuing over the course of the year.

Private Equity Firms 93

Private Equity Firms Private Equity Firms Deal Flow Venture Capital 93

Axial

AUGUST 31, 2023

Today, we’ve aggregated 10 recently published industry reports in top deal flow industries from three of our Investment Banking Partners – Bridgepoint Investment Banking , FOCUS Investment Banking , and Peakstone Group. For additional information on the program, please see the end of this feature.

Deal Flow 52

Deal Flow Investment Banking Investment Banks Banks 52

Axial

MARCH 14, 2024

One item of note is that while technology was ranked only the fourth highest industry as it relates to total deal flow in Axial in 2023, deals in the tech sector had the leading pursuit rate at 8.92%.

Mergers and Acquisitions 96

Mergers and Acquisitions Investors Deal Flow Leveraging 96

The Motley Fool

JANUARY 30, 2024

Some short-sellers view Palantir as a glorified government contractor, given its heavy reliance on public sector deal flow. Moreover, this latest downgrade from Jefferies wasn't the bank's first bearish call on Palantir. This is far from the first time Palantir has been doubted by research analysts.

Exchange-Traded Funds 130

Exchange-Traded Funds Deal Flow Bidding Prospects 130

AltAssets

OCTOBER 26, 2023

Private equity firms are taking a more proactive and value-minded stance as deal flow starts to rise again, according to a new report from BluWave. The report highlights a record 49% of private equity projects are focused on human capital, a 36% rise on the previous year.

Private Equity Firms 84

Private Equity Firms Private Equity Firms Deal Flow Capital 84

The Motley Fool

APRIL 12, 2024

We're already seeing some central banks in the emerging markets starting to cut rates. The rebound in Banking gained speed during the quarter, led by near-record levels of investment-grade debt issuance as improved market conditions enables issuers to pull forward activity. In the U.S., a soft landing is viewed as increasingly likely.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banking 130

Pension Pulse

JANUARY 10, 2024

Central banks across the world continue to communicate the need to maintain restrictive monetary policy to achieve their inflation targets and that has had serious implications for the prevailing economic environment. Right now, spreads and terms on new deal flow appear attractive, so lenders are being disciplined for the most part.

Debt 59

Debt Investing Banks Private Equity Firms 59

SuperAngel.Fund

APRIL 21, 2023

On March 14th, AngelList’s CEO also sent a formal update to managers regarding their new banking process for funds, GPs and LPs, which they are calling Networked Banking. You can view a detailed performance summary here. I am thankful this situation has been resolved and you can view a copy of the letter I wrote here.

Venture Capital 52

Venture Capital Banks Deal Flow Leveraging 52

The Motley Fool

FEBRUARY 27, 2024

We continue to experience healthy deal flow, which helped offset the margin impact of our system integration, which we estimate was approximately 130 basis points in the quarter. The next question we have comes from Krisztina Katai of Deutsche Bank. Krisztina Katai -- Deutsche Bank -- Analyst Hi, good afternoon.

Banks 130

Banks Capital Financing Finance 130

Trivest Partners

NOVEMBER 1, 2022

Seneca Partners was formed in 1999 as a merchant bank, doing both investment banking and investing into privately held companies. Over the years, we continued to grow the investing part of the business and slowly decrease the investment banking portion. We will work on transactions with $3M-20M+ of EBITDA.

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Investment Banking 40

Axial

JUNE 6, 2023

A purely proprietary deal is a sure sign that the owners were not thinking about selling until you showed up. Sponsors lay out their investment focus across financials, geographies, and industries, and receive relevant opportunities directly from boutique investment banks, business brokers and company owners.

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Capital 52

The Motley Fool

FEBRUARY 15, 2024

Operator Our next question is from Jason Haas with Bank of America. Jason Haas -- Bank of America Merrill Lynch -- Analyst Hey, good morning, and thank you for taking my questions. Jason Haas -- Bank of America Merrill Lynch -- Analyst Got it. Jason Haas -- Bank of America Merrill Lynch -- Analyst Got it. That's great.

Leveraging 130

Leveraging Taxes Capital Banks 130

Private Equity Wire

JUNE 27, 2023

Rolling with the punches Submitted 27/06/2023 - 1:47pm This article first appeared in the March 2023 T ech Buyouts Insights Report The tech buyout market has watched deal activity take a downward trend through Q1 2023. But there are signs a new valuation environment is turning back in its favour.

Buyout 52

Buyout Bidding Leveraging Deal Flow 52

The Motley Fool

AUGUST 4, 2023

Based on the capabilities and relationships of our private credit team, the overall growth of our private loan portfolio platform and the strength of our deal flow, Main Street has also benefited from our ability to utilize our private loan investment strategy to grow our asset management business.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

SuperAngel.Fund

MARCH 24, 2023

A syndicate is a group of investors that pools their capital to invest into deals (SPVs). I worked with lawyers and an accountant, opened a bank account, got everyone to sign documents, collected money, and closed my first SPV on December 12, 2017. Six of us invested $350,000.

Angel Investors 59

Angel Investors Due Diligence Legal Deal Flow 59

The Motley Fool

MAY 3, 2024

Importantly and atypically, over half of our Q1 debt brokerage deal flow was on non-multifamily assets in retail, hospitality, industrial, and office. First, are banks going to require loan payoffs or are they going to allow borrowers to extend? million investment banking transaction. There are two big questions after Q1.

Debt 130

Debt Banks Assets Capital 130

Pension Pulse

AUGUST 15, 2023

The pension fund added exposure to longer-dated bonds and to the front end of the curve, where yields are “quite high” due to central banks’ tighter policy. We’re seeing institutions like ourselves come into the credit market at a time where perhaps there’s a bit of retrenchment in lending, particularly from banks,” Hindo said.

Pension Funds 52

Pension Funds Assets Liabilities Stakes 52

The Motley Fool

MAY 3, 2024

We don't really toggle a dollar amount to that number of deals, but it's substantial. And quite frankly, there's just a lot of deals flowing in at the moment so I would say very active. Operator Our next question is from the line of Tayo Okusanya with Deutsche Bank. That's senior housing. That's U.S. That's U.K.

Investors 130

Investors Assets Capital Portfolios 130

The Motley Fool

JANUARY 12, 2024

The net reserve build was primarily driven by loan growth in card and the deterioration in the outlook related to commercial real estate valuations in the commercial bank. Investment banking revenue of 1.6 Moving to the commercial bank on Page 7. Commercial banking reported net income of $1.5 Net charge-offs were up 1.3

Banks 130

Banks Capital Assets Investment Banking 130

The Motley Fool

JULY 14, 2023

Through our technology partnership with Avaloq, we aim to link Aladdin Wealth and Avaloq's core banking system, which will ultimately scale both businesses and better serve joint clients. But in the meantime, central banks continue to face a sharp trade-off between living with some inflation and/or damaging economic activity.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

FEBRUARY 29, 2024

based bank chose Elastic as a desired SIM platform to replace their legacy vendor. They also chose Elastic for our innovative storage-tearing searchable snapshots capability, which allows the bank to retain important security logs for longer regulatory retention periods at dramatically reduced storage cost. As an example, a top U.S.-based

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Professional Services Deal Flow 130

Pension Pulse

APRIL 25, 2024

As deal flow increases, “we’ll get to a more natural balance and you won’t have lenders having to do silly things,” he said. Competition between banks and private credit lenders to finance deals has risen to a fever pitch amid a dearth of leveraged buyouts and acquisitions. JPMorgan, Morgan Stanley, Bank of America Corp.,

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

This is going to be BIG.

OCTOBER 12, 2020

Even then, as they say, don’t count the money until it’s in the bank. That’s why I share my deal flow with them free of any additional fees and carry. I have some excellent companies whose future I’m very excited about, but they’re about 3-4 years old and will need another year or two before we can start counting any chickens.

Funds 147

Funds Best Practices Deal Flow Startups 147

Private Equity Insights

OCTOBER 23, 2023

The combination of BMO’s broad investment banking platform and OHA’s private credit expertise has delivered enhanced deal flow and financing flexibility while adding value for borrowers and private equity sponsors.

Financing 130

Financing Finance High Net Worth Individuals Pension Funds 130

The Motley Fool

APRIL 18, 2024

We've also established numerous origination relationships as well as bank partnerships, most recently with Barclays and KeyBank in areas like consumer credit card receivables, fund finance, home improvement, and infrastructure credit, and we plan to add more. We'll go next to Craig Siegenthaler with Bank of America.

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

AUGUST 8, 2023

Our buyers are doing a fantastic job partnering with suppliers, and we are seeing healthy deal flow across categories. Next question comes from the line of Robby Ohmes with Bank of America. Robby Ohmes -- Bank of America Merrill Lynch -- Analyst Hey, good evening, guys. Krisztina Katai -- Deutsche Bank -- Analyst Hi.

Deal Flow 100

Deal Flow Banks Education Debt 100

The Motley Fool

FEBRUARY 8, 2024

And I guess the loan investments might be because you're filling a void left by banks and those have been with existing relationships. Operator Our next question is from the line of Tayo Okusanya with Deutsche Bank. Tayo Okusanya -- Deutsche Bank -- Analyst Yes. Tayo Okusanya -- Deutsche Bank -- Analyst Got it.

Investors 130

Investors Assets Banks Capital 130

Pension Pulse

MAY 14, 2024

As a result, their direct participation has historically been quite low, according to Dan Robinson, head of alternative credit for Europe, the Middle East and Africa at Deutsche Bank AG’s asset-management arm DWS Group. As deal flow increases, “we’ll get to a more natural balance and you won’t have lenders having to do silly things,” he said.

Pension Funds 52

Pension Funds Funds Collateral Hedge Funds 52

The Motley Fool

APRIL 24, 2024

Our conversion rate of deals approved by our investment committee to letters of intent signed is the highest in over two years at approximately 38%. Simultaneously, we have ramped up our efforts and leveraged our tenant relationships, exemplifying how we create proprietary deal flow and accretive off-market opportunities.

Debt 130

Debt Leveraging Capital Assets 130

The Motley Fool

FEBRUARY 9, 2024

We intend to launch a strategy focused on triple net lease in Europe, driven by deal flow we already see today. Marc and the team have done a terrific job here, but one thing that stands out to me is their ability to source transactions and just the absolute level of deal flow. It was a big private bank.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

Pension Pulse

AUGUST 24, 2023

Frost also said the fund is “seeing more deal flow opportunities” in private debt following the collapse of Silicon Valley Bank and other lenders, and that the fund was ready to take more risk to profit from such positions. Calpers is keen to make new investments into private equity directly, rather than using external managers.

Pension Funds 52

Pension Funds Debt Assets Banks 52

The Motley Fool

NOVEMBER 7, 2023

Healthy deal flow and a favorable buying environment drove margin expansion and more than offset inventory inefficiencies related to our system transition, which we estimate to have impacted gross margin by approximately 50 basis points. Operator [Operator instructions] Our next question comes from Robbie Ohmes with Bank of America.

Banks 100

Banks Debt Leveraging Capital 100

The Motley Fool

JULY 26, 2023

The first question comes from the line of Camille Bonnel with Bank of America. Camille Bonnel -- Bank of America Merrill Lynch -- Analyst Hello. Camille Bonnel -- Bank of America Merrill Lynch -- Analyst OK. Camille Bonnel -- Bank of America Merrill Lynch -- Analyst Thank you for the color. You may proceed.

Prospects 130

Prospects Debt Law Firms Capital 130

The Motley Fool

FEBRUARY 15, 2024

We also expanded Zelman's investment banking capabilities into the commercial market in 2023. And in the fourth quarter, the investment banking team closed three transactions, albeit all in the single-family sector, that boosted revenues and expanded the W&D brand significantly. CMBS had growth in 2023.

Debt 100

Debt Capital Assets Banks 100

The Motley Fool

MAY 9, 2024

Our first question comes from the line of Benjamin Black of Deutsche Bank. Benjamin Black -- Deutsche Bank -- Analyst Hey, good morning. Benjamin Black -- Deutsche Bank -- Analyst Very helpful. So, it's really -- it's basically about the deal flow if you really put it in business terms. I have two.

Bidding 130

Bidding Capital Banks Legal 130

Udu

MAY 31, 2023

Fund managers took different approaches during this time, some riding out the storm with cost cuts, “hibernating” businesses with sufficient reserves, and others simply handing over the keys of a few companies to banks so they can focus on the future.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Leveraged Buyouts Buyout 52