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

Private Equity Wire

FEBRUARY 26, 2024

The opportunistic credit team will build on the work of the special opportunities strategy and leverage the experience and direct origination network across the firm’s leading global credit platform. The opportunistic credit team will be led by Aaron Rosen and Craig Snyder, who serve as Co-Portfolio Managers of special opportunities.

Deal Flow 64

Deal Flow Public Companies Leveraging Debt 64

Private Equity Wire

DECEMBER 28, 2023

Generally, with no leverage and difficulties in refinancing, Real Asset deals of real significance have been hard to push through which has given investors an opportunity for a period of self-reflection. PEW: What are the primary challenges your firm and your clients are facing and what is critical to these being overcome?

Assets 73

Assets Leveraging Deal Flow Financial Services 73

The Motley Fool

FEBRUARY 23, 2024

Following my comments, David and Jesse will provide additional comments regarding our investment strategy, investment portfolio, financial results, capital structure and leverage, and our expectations for the first quarter of 2024, after which we'll be happy to take your questions. Net asset value, or NAV, increased by $0.87 at year-end.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

Udu

APRIL 16, 2023

This method of deal sourcing allows PE firms to leverage their existing relationships and knowledge to fill their pipeline. Direct Outreach Private equity firms also use direct outreach when looking for deals. These relationships are integral for nearly all parts of the process, from identifying potential deals to closing them.

Private Equity Firms 40

Private Equity Firms Private Equity Firms High Net Worth Individuals Leveraging 40

Udu

APRIL 21, 2023

They also provide due diligence services to ensure that a deal is viable, and their portfolio management tools make it easy for firms to track performance across their investments. Deal volume: The PE deal origination platform should offer a sufficient volume of deals to allow firms to find suitable investment opportunities.

Deal Origination 40

Deal Origination Due Diligence Angel Investors Investing 40

The Motley Fool

FEBRUARY 15, 2024

We also continue to drive share gains in our markets by leveraging a multi-brand, multichannel approach at scale to differentiate ourselves competitively. Additionally, we are leveraging the scale of our Orkin brand across North America to effectively serve commercial customers coast to coast in both the U.S. and Canada.

Leveraging 130

Leveraging Taxes Capital Banks 130

Udu

MAY 30, 2023

Features like private equity deal flow, valuation capabilities, and analysis tools are key for identifying and landing lucrative opportunities. As competition heats up, finding the right software for private equity firms is critical. According to RSM Global, there’s an estimated $1.24

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investing Leveraging 52

SuperAngel.Fund

JANUARY 19, 2024

If I am doing my job right the first time in “picking winners”, at least for a few subsequent rounds, our best deal flow should come from our existing portfolio. It is what drives our deal flow, information advantage, ability to support our network, and more. since 2019.

Startups 69

Startups Due Diligence Deal Flow Angel Investors 69

The Motley Fool

AUGUST 4, 2023

Following my comments, David and Jesse will provide additional comments regarding our investment strategy, investment portfolio, financial results, capital structure and leverage, and our expectations for the third quarter, after which we'll be happy to take your questions. We are very pleased with our performance in the second quarter.

Capital 147

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

Private Equity Wire

JUNE 27, 2023

A new survey of investors and deal advisers conducted by Private Equity Wire found high asset prices were the number one challenge when considering tech firms.

Buyout 52

Buyout Bidding Leveraging Deal Flow 52

Axial

OCTOBER 26, 2023

Technology ranked 4th in deal flow but had the highest average pursuit rate, 8.76%, of all sectors. See below for the full Q3 deal activity overview on the Axial platform, and for a more detailed breakdown by industry, check out The SMB M&A Pipeline: Q3 2023. .” Mr. Kerchner, Mr. Clark, Mr. Fay, Ms.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

Pension Pulse

JANUARY 10, 2024

That said, on the positive side, if you look across the US high yield and leveraged loan issuer market, we have had eight consecutive quarters of positive, albeit decelerating, revenue and earnings growth. I’d say on balance, the leveraged space and the economy generally have been trending better than one might have expected.

Debt 59

Debt Investing Banks Private Equity Firms 59

SuperAngel.Fund

APRIL 21, 2023

I maintain deep conviction in our fund’s strategy, and believe the market turbulence will continue to work in our favor as we sit on a healthy cash position, ready to take advantage of opportunities.

Venture Capital 52

Venture Capital Banks Deal Flow Leveraging 52

Axial

FEBRUARY 27, 2024

million in EBITDA seeking a growth-oriented partner and distressed businesses that are over leveraged and/or operate in out-of-favor sectors. We focus on specific sectors in which we can utilize our skills and perspective, leveraging technology as part of a data-driven methodology to power our “Four Pillar” structure.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Mergers and Acquisitions 59

Axial

JUNE 6, 2023

The inclusion of buyers’ specific criteria, mandate description, and closed deal experience allows intermediaries to gauge why one Independent Sponsor is different from another. This provides the necessary context to convince a selective investment bank to share a deal with them. What changed all of a sudden?

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Capital 52

The Motley Fool

NOVEMBER 14, 2023

We enabled strong operating leverage driving 160% conversion of incremental revenue to adjusted EBITDA this quarter. This operating leverage is a strong indicator of what to expect as we move this company from adjusted-EBITDA positive to a free cash flow generating growth company over time. This is Josh Resnik.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Legal Leveraging Capital 100

Pension Pulse

AUGUST 15, 2023

Paula Sambo of Bloomberg News also reports Ontario Teachers’ makes bond bet as economic clouds gather: Ontario Teachers’ Pension Plan is making a bigger bet on bonds and credit and is adding leverage to pay for it. The fund’s leverage soared during the first half, with funding for investments rising 47 per cent, to $145 billion.

Pension Funds 52

Pension Funds Assets Liabilities Stakes 52

The Motley Fool

FEBRUARY 27, 2024

We also leveraged gross profit by 76 basis points and grew adjusted EBITDA by 18%. 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. million of operating cash flow, and we invested $175.6

Banks 130

Banks Capital Financing Finance 130

Pension Pulse

APRIL 25, 2024

Paula Sambo of Bloomberg reports Canada pension fund's credit head wants to take advantage of leveraged buyout boom: Canada’s largest pension fund plans to nearly double the size of its credit holdings over the next five years, and it’s counting on an upturn in leveraged buyouts to generate some of that growth. Is this possible?

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

Pension Pulse

MAY 14, 2024

CLO equity — a small slice of the resurgent market for CLOs that bundle leveraged loans into bonds with varying safety ratings — is actually a form of deeply subordinated debt. billion in assets, said the attraction of low default rates for leveraged loans, estimated at 1.5%-2% and CVC Credit Partners, to raise at least $3.1

Pension Funds 52

Pension Funds Funds Collateral Hedge Funds 52

The Motley Fool

APRIL 24, 2024

While the net lease transaction market continues to sort itself out, our team is doing a tremendous job leveraging our relationships and uncovering unique opportunities. 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%. This is Peter.

Debt 130

Debt Leveraging Capital Assets 130

The Motley Fool

FEBRUARY 29, 2024

Turning to the broad trends we saw this quarter, as I met with customers around the globe, I saw a strong desire to leverage AI to improve business processes and elevate customer experiences. To add more context around overall deal flow, EMEA grew the fastest during the quarter, followed by the Americas and APJ.

Securities and Exchange Commission (SEC) 130

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

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

SuperAngel.Fund

OCTOBER 27, 2023

It is what drives our deal flow, information advantage, ability to support our network, and more. I care about the success of my business (e.g. our fund), in a way that only a founder can care about her or his business. Founders feel that I live and breathe, win and lose, celebrate and in certain cases fail, right alongside them.

Venture Capital 64

Venture Capital Deal Flow Startups Due Diligence 64

The Motley Fool

JULY 14, 2023

Our platform strategy has delivered scale and operating leverage through time, with 240 basis points of margin expansion in the last 10 years. Markets have improved since the end of 2022, and we aim to be disciplined in driving profitable growth by prioritizing investments to propel our differentiated organic growth and operating leverage.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

APRIL 12, 2024

We generated positive operating leverage this quarter as expenses decreased 4% driven by actions taken to rightsize the expense base. And our investment bank and commercial bank are going to be closely coordinated to harvest the deal flow around the world. It's very robust out there.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banking 130

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. While some deals will need to be adjusted or even reworked, many deals remain on track. But you can't do that at current leverage levels. That's helpful.

Debt 130

Debt Banks Assets Capital 130

The Motley Fool

APRIL 18, 2024

And now we've transitioned to addressing the sector's growing power needs, leveraging our sizable energy infrastructure platform, which includes the largest private renewables developer in North America. One of the advantages of Blackstone is just our scale and the amount of deal flow we see across all these different areas.

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

NOVEMBER 9, 2023

billion, and we ended the quarter with net leverage of 1.13 The fund is in -- you know, squarely in our target leverage level, and so we are sizing new investments essentially to replace repayments. We can offer maybe a bit more leverage for a high-quality company. And second one for me, just on leverage.

Capital 100

Capital Private Equity Firms Private Equity Firms Leveraging 100

Udu

MAY 31, 2023

This will bring about intense competition among firms for the best deals and may lead to a seller’s market. Fewer Large Leveraged Buyouts Tighter monetary policy and a more uncertain macroeconomic outlook make large lenders more hesitant to finance large leveraged buyouts.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Leveraged Buyouts Buyout 52

The Motley Fool

FEBRUARY 5, 2024

Instead, our teams will leverage behavioral analysis, machine-learning operations, and our unique metadata telemetry to protect them. This allows companies to realize more value from their data, leverage it safely, and keep it protected. million of free cash flow in 2023, up from $0.5 million last year.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Capital Companies 130

The Motley Fool

FEBRUARY 8, 2024

These megatrends are occurring amid an increasing focus by organizations to leverage digital transformation to drive business transformation. So, you can leverage all at -- all capabilities on the platform. And then the last phase being you're kind of leveraging existing workloads. So, it's actually both.

Taxes 100

Taxes Leveraging Capital Banks 100

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. Gross debt was $298 million at the end of the second quarter, with net leverage less than one times adjusted EBITDA. We're seeing healthy deal flow across departments, which feels really good.

Deal Flow 100

Deal Flow Banks Education Debt 100

This is going to be BIG.

MARCH 24, 2014

They''re the only ones whose job it is to meet with the founders, lawyers, technologists, corp dev folks, media, professors, and talent all at the some time, not just to look for deal flow but to improve the quality of the ecosystem these companies are going into. How can we leverage them to help create the next generation of VCs?

Startups 155

Startups Venture Capital Deal Flow Leveraging 155

Pension Pulse

AUGUST 24, 2023

It’s the first full fiscal year since CalPERS ramped up its private equity investments with a $25-billion bet while increasing the use of leverage and allocations to private debt. The gain left CalPERS holding $462.8 billion, enough to cover 72% of its future obligations, unchanged from a year earlier. The results were mixed.

Pension Funds 52

Pension Funds Debt Assets Banks 52

SuperAngel.Fund

JANUARY 6, 2023

I maintain deep conviction in our fund’s strategy, and believe the market turbulence will continue to work in our favor as we sit on a healthy cash position, ready to take advantage of opportunities.

Venture Capital 52

Venture Capital Financing Finance Law Firms 52