The Motley Fool

APRIL 12, 2024

Over the last several years, we've maintained a strong risk appetite framework and have been very deliberate about how we deploy our deposits and other liabilities into high-quality assets. And our investment bank and commercial bank are going to be closely coordinated to harvest the deal flow around the world.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banking 130

Pension Pulse

MAY 14, 2024

There’s a lot of extending and pretending, as well as ‘liability management exercises,’ which means that pain is being pushed out, and recovery levels are going to be much lower than expected,” Zwirn said. 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

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. We have a track record of doing that and we'll continue to do that. That's helpful.

Debt 130

Debt Banks Assets Capital 130

The Motley Fool

NOVEMBER 14, 2023

And how is that impacting, I guess, either deal flow or maybe deal sizes? Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. And then secondarily on that, where are you seeing the biggest impacts from the macro in terms of feedback from customers?

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Legal Leveraging Capital 100

The Motley Fool

JULY 14, 2023

And they're confident in their ability to deliver the investment performance they need through durable alpha and active proprietary deal flow in private markets, or proper index tracking of ETFs. 1 thing they're looking for as a selected manager is proprietary differentiated deal flow.

Asset Management 130

Asset Management Assets Banks Debt 130

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 29, 2024

To add more context around overall deal flow, EMEA grew the fastest during the quarter, followed by the Americas and APJ. So, the mix of business is generally partly a function of deal flow in the quarter. I think it bounces around a little bit based on deal flow and renewal contracts, timing, and so forth.

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. One thing to keep in mind is the move to private credit is actually a great thing for the capital markets because it matches the assets with a more suitable liability.

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

The Motley Fool

JANUARY 12, 2024

But having said that, I think we're seeing a bit of pickup in deal flow, and I would expect the environment to be a bit more supportive. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Manan Gosalia -- Morgan Stanley -- Analyst Great.

Banks 130

Banks Capital Assets Investment Banking 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. We're seeing healthy deal flow across departments, which feels really good. So, healthy deal flow across departments and across categories, which is benefiting us.

Deal Flow 100

Deal Flow Banks Education Debt 100

The Motley Fool

APRIL 18, 2024

The firm itself could not be in a stronger position with minimal net debt and no insurance liabilities, allowing us to distribute $4.7 One of the advantages of Blackstone is just our scale and the amount of deal flow we see across all these different areas. So control large scale private equity is part of it; U.S.,

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

MAY 9, 2024

So, it's really -- it's basically about the deal flow if you really put it in business terms. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. At many different stages of their career, somebody has no following, and somebody has a bigger one.

Bidding 130

Bidding Capital Banks Legal 130

The Motley Fool

FEBRUARY 8, 2024

Do you see that going forward of continuing to bridge that gap in the capital markets, or is there another color that you are seeing in the deal flow? Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has a disclosure policy.

Investors 130

Investors Assets Banks Capital 130

The Motley Fool

FEBRUARY 15, 2024

We have a fantastic business model that generates strong cash flow, and we ended the year with $329 million of cash on hand. Our cash position always decreases in the first quarter as we pay company bonuses, repurchase shares connected to employee stock vesting events, and settle our tax liabilities.

Debt 100

Debt Capital Assets Banks 100

The Motley Fool

JULY 31, 2023

So, I think that we have not changed our underwriting standards, and we are seeing some good deal flow. So, there's adequate deal flow for us to maintain our policy to think in terms of investing $100 million a year. David Marsh -- Singular Research -- Analyst Got it. Thank you, guys, very much for the color.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Debt Deal Flow 130

The Motley Fool

FEBRUARY 20, 2024

No, I think it's just there's no sort of predictable seasonality with the BD deal flow. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Carl Hansen -- President and Chief Executive Officer Hey, Michael. Thanks for joining for Puneet there.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Assets Legal Capital 130

The Motley Fool

FEBRUARY 8, 2024

Rick McConnell -- Chief Executive Officer Well, at the high end of the market -- the higher end of the market, at the global 15,000, I would say that most of the deal flow and pipeline moves in our direction. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Taxes 100

Taxes Leveraging Capital Banks 100

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. The Motley Fool has a disclosure policy.

Capital 130

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

The Motley Fool

NOVEMBER 9, 2023

I do think deal flow activity will pick up, and that will generate some repayment income that we haven't had for a while. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. So, I'd be very pleased if it stayed like this for a while.

Capital 100

Capital Private Equity Firms Private Equity Firms Leveraging 100

The Motley Fool

AUGUST 2, 2023

As we look forward, deal flow is significant. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. That includes the great financial crisis, that includes the period of COVID, and we go back to the late 80s and early 90s, some of us.

Capital 100

Capital Asset Management Assets Shareholders 100

The Motley Fool

JULY 26, 2023

And I certainly think we'll ramp up in Richmond in terms of the new deal flow we're starting to see there. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. So, no, not in those two markets. Ronald Kamdem -- Morgan Stanley -- Analyst Got it. Makes sense.

Prospects 130

Prospects Debt Law Firms Capital 130

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. Our new stores are performing well and building in line with our expectations.

Banks 100

Banks Debt Leveraging Capital 100

The Motley Fool

NOVEMBER 7, 2023

Thanks for taking the question and congrats on the deal flows. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. Operator Your next question comes from the line of Vik Chopra of Wells Fargo. You may now ask your question. So two for me.

Mergers and Acquisitions 100

Mergers and Acquisitions Securities and Exchange Commission (SEC) Capital Amortization 100

The Motley Fool

FEBRUARY 5, 2024

Just now that we've kind of been through a full year of the SaaS transition, and we have a decent amount of critical mass in that business in deal flow and whatnot. Maybe for Yaki, just in terms of -- I know the 25% to 30% uplift on deals on conversion. The Motley Fool has positions in and recommends Varonis Systems.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Capital Companies 130

The Motley Fool

NOVEMBER 30, 2023

To add more context around overall deal flow, EMEA grew fastest during the quarter, followed by APJ and the Americas. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has positions in and recommends Elastic.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Capital Professional Services 130

The Motley Fool

JULY 27, 2023

There's not a lot of deal flow. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. This is an area where people have been looking at how they're going to be managing their own expenses. The Motley Fool has positions in and recommends S&P Global.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Banks Capital Debt 100

The Motley Fool

DECEMBER 5, 2023

This will also help public and corporate leaders to better assess cyber risks and liabilities, so they can develop effective strategies and mitigate potential impacts. And is there any difference in linearity of deal flow during the quarter, this quarter versus previous quarters? The Motley Fool has a disclosure policy.

Mergers and Acquisitions 130

Mergers and Acquisitions Liabilities Banks Capital 130

The Big Picture

JUNE 13, 2023

But I also learned along the way that you rarely die, I mean as a company, from your P&L or from your assets, but you always die from your liabilities. Coming back to my comment, again, it’s your liability side. And there’s been plenty of comment there. Are there some conflict of interest involved here?

Banks 57

Banks Asset Management Assets Capital 57

The Big Picture

SEPTEMBER 26, 2023

Panossian ] 00:08:19 The liabilities, obviously the hedge funds had redemptions. Now they’re suffering from high rates because they have floating rate liabilities that they never hedged. There were so much for selling from the, something called SIVs, the special investment vehicles, right. That had mismatched assets.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Motley Fool

APRIL 12, 2024

BlackRock's infrastructure franchise and our private markets business more broadly benefited from the firm's global footprint, our deep network of clients and distribution relationships, and access to high-quality deal flow. So I think that is something to be watched to. The Motley Fool has no position in any of the stocks mentioned.

Performance Fees 130

Performance Fees Assets Leveraging Shareholders 130

The Motley Fool

JANUARY 12, 2024

GIP's own lending proprietary deal flow -- leading proprietary deal flow has been supported by investment sizes, relationships, and strong track record, including a long history of successful JVs with large industrial partners. The Motley Fool has no position in any of the stocks mentioned.

Assets 130

Assets Shareholders Asset Management Capital 130

The Motley Fool

JANUARY 25, 2024

There may be more capital coming to the space, but I think there'll be more deal flow as well. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. So the platform seems to be in good shape. And so that's a positive. The Motley Fool has a disclosure policy.

Management Fees 100

Management Fees Banks Capital Assets 100

The Motley Fool

AUGUST 3, 2023

The second thing I would say is, on affordable, Walker & Dunlop is well above our targets as it relates to supplying affordable deal flow to Fannie and Freddie. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Asset Management 100

Asset Management Financing Finance Assets 100

The Motley Fool

NOVEMBER 9, 2023

They are well behind, but they aren't losing deal flow to other capital sources. What we are seeing in this challenging fundraising environment is that investors value Walker & Dunlop's access to deal flow and banker/broker distribution network as deals get harder and traditional sources of capital move in and out of the market.

Asset Management 100

Asset Management Deal Flow Assets Financing 100