The Motley Fool

JUNE 23, 2024

Here's why I'm contemplating a partial sale and my potential exit strategy. It has grown into my largest holding by a wide margin (it's nearly 50% bigger than my second-largest holding). My outsized exposure to Apple stock has made me consider trimming my position. Time to trim? I have a very diversified investment portfolio.

Exit Strategy 130

Exit Strategy Taxes Stakes Portfolios 130

Private Equity Wire

APRIL 10, 2024

“We are uniquely positioned to serve all participants in the growing private credit markets, supporting them in connection with fund formation, structuring and negotiating a variety of loan and other financing transactions, as well as implementing their exit strategies.”

Exit Strategy 75

Exit Strategy Law Firms Asset Management Financing 75

The Motley Fool

MARCH 28, 2024

Some people use Social Security as an exit strategy to escape a stressful job. Not only might claiming Social Security at age 62 leave you with less lifetime income in a situation like this, but you might also start to struggle financially if your savings eventually start to run out on you. What's my job like?

Exit Strategy 130

Exit Strategy Taxes Investing 130

The Motley Fool

APRIL 7, 2024

Buying and holding is still the ideal strategy Given how hot the markets have been (not just this year but in 2023 as well when the S&P rallied by 24%), it wouldn't be surprising to see stocks start to cool off at some point this year.

Stock Market 130

Stock Market Stock Market Exit Strategy Exchange-Traded Funds 130

Million Dollar Round Table (MDRT)

OCTOBER 10, 2023

” Then if we know the whys, we can help build the exit strategy and/or the merger strategy to where everything works together. “Why do you want this thing to take place?” That’s the biggest thing.

Mergers and Acquisitions 85

Mergers and Acquisitions Exit Strategy 85

The Motley Fool

APRIL 27, 2024

Go in with an exit strategy One of the big complaints about all warehouse stores is the need to buy everyday items -- like fruits and vegetables -- in bulk. Again, the app will supply you with retailers who sell the same item and give you the price.

Exit Strategy 130

Exit Strategy Financing Finance Accounting 130

The Motley Fool

FEBRUARY 14, 2024

Carey believes that its strategic decision to exit the office sector and reduce its dividend-payout ratio will put it in a stronger position to grow faster from its new baseline level.

Exit Strategy 130

Exit Strategy Shareholders Assets Portfolios 130

The Motley Fool

JUNE 16, 2023

NGPL is a textbook example of Brookfield's acquire, enhance, and exit strategy. The sale will reduce Brookfield's interest in the pipeline company to 25% while boosting ArcLight's to 37.5%. Natural gas pipeline giant Kinder Morgan (NYSE: KMI) owns the other 37.5% interest and operates NGPL.

Exit Strategy 130

Exit Strategy Private Equity Firms Private Equity Firms Bidding 130

Private Equity Wire

JANUARY 17, 2024

This has added another layer of complexity to exit strategies and fundraising efforts, impacting GPs’ track records. The challenging deal landscape has resulted in an increase in failed auctions. Two-thirds (66%) of GPs have experienced more broken processes over the past 12 months, compared with 41% in 2022.

Exit Strategy 98

Exit Strategy Leveraging Best Practices Debt 98

Private Equity Wire

JANUARY 8, 2024

In turn, stock markets showed decreased appetite for IPOs leading to challenges with a traditional investment exit strategy for private equity fund investments, a drop in asset valuations and a subsequent slowdown in fundraising due to liquidity challenges.

Assets 97

Assets Best Practices Exit Strategy Financing 97

Private Equity Wire

NOVEMBER 13, 2023

We integrate ESG considerations into our decision-making processes at every stage of our investment cycle, from screening opportunities to the exit strategy, with ongoing operational support throughout detention. How are you and your clients integrating ESG considerations into your firm’s decision-making processes?

High Net Worth Individuals 98

High Net Worth Individuals Exit Strategy Consultants Consulting 98

Private Equity Insights

JULY 6, 2023

Moreover, given the specific competencies required – TV calls for different expertise versus cartoons, movies, or blockbusters – financial investors have a role to play in market rationalization and exit strategy for incumbent media players.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Investing Exit Strategy 130

Axial

MAY 4, 2023

These league tables can serve as an information resource for business owners and investment firms who are actively seeking to hire a vetted M&A advisor to assist them in navigating exit strategy. Find An Investment Banker to Help Sell Your Business Congratulations to the top 25 investment banks!

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

The Private Equiteer

FEBRUARY 28, 2023

PIPEs also simplify the exit strategy for private equity investors. Having an active and liquid secondary market for shares that you own gives you much more flexibility in exit timing and broadens to universe of potential buyers.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investing Exit Strategy 52

Axial

OCTOBER 26, 2023

We offer a full range of transaction and advisory services, guiding our clients through sell-side transactions and exit strategy planning, growth through acquisition, debt restructuring and corporate recapitalization.”

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Fortune Financial

SEPTEMBER 25, 2023

Business Planning For business owners, wealth management should extend to business planning , including succession planning, exit strategies and other financial aspects of owning and running a business. Services may involve optimizing your cash flow to maximize savings and investments while managing day-to-day expenses.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 59

Fortune Financial

SEPTEMBER 25, 2023

Business Planning For business owners, wealth management should extend to business planning , including succession planning, exit strategies and other financial aspects of owning and running a business. Services may involve optimizing your cash flow to maximize savings and investments while managing day-to-day expenses.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 52

Axial

JANUARY 30, 2024

With over 100 years of combined experience in the M&A industry, we take pride in being experts at planning, facilitating, and executing exit strategies with extremely favorable results. Given our hourly billing model, we are able to work on transactions that are as small as $500k in EBITDA, all the way up to +$10M in EBITDA.

Investment Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

Trivest Partners

SEPTEMBER 27, 2022

On the other, I needed to have some type of an exit strategy so I could begin transitioning to the next stage in my personal journey. So, on the one hand, I felt that I needed to be a part of Jon-Don to help take it to the next level and capture the additional upside I knew was still there. TH We hear that all the time.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Exit Strategy Banks 40

Axial

JULY 27, 2023

We create value through acquisition, valuation and exit strategies, with a focus on businesses typically with annual revenue from $5 million to $150 million.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

Elevating Your Business

AUGUST 16, 2022

Every business starts with a founder who has a vision—a mental image of hopes and dreams—for the company's success. If the vision is not written down and used, over time, it gets lost in daily routines, life’s emergencies, and 60-hour-plus work weeks. A Business Vision Statement (BVS) answers these questions: What are you building?

Consultants 79

Consultants Consulting Exit Strategy Companies 79

The Motley Fool

JANUARY 28, 2024

If the purpose is that you sell it to somebody else, the private equity, or you do an IPO, if that's the exit strategy that you have in mind for your private equity investment, you will still have to convince the person who buys it from you that it has long term value. The same thing then let's translate that to private equity.

Stock Market 130

Stock Market Stock Market Funds Returns 130

The Motley Fool

MAY 28, 2024

Once we did our IPO, then we were a platform and also an exit strategy for the other entrepreneurs. John Mackey: One lesson was we were the first ones to take venture capital in, we were the first ones to raise serious capital, first one to do an IPO, and our peers were not.

Investors 130

Investors Stakes Companies Consultants 130

The Motley Fool

APRIL 25, 2024

I wonder if we could just get an update on consumer factors that will determine your exit strategy and the timing and pros and cons of the different exit routes for maximizing shareholder value. Luisa Hector -- Berenberg Capital Markets -- Analyst Hello. Thanks for taking my questions. And then I wanted to ask on rilzabrutinib.

Education 130

Education Shareholders Banks Capital 130

Insight Partners

MAY 30, 2024

We don’t often talk about financial goals or exit strategies here. “But they know we can help them unlock the upside and potential of their business as a part of our platform, which is what you want in these growth-orientated M&A deals.” What’s next for Recorded Future? More revenue. More people. More AI,” says Ahlberg. “We

Exit Strategy 69

Exit Strategy Leveraging Shareholders Banks 69

The Motley Fool

FEBRUARY 5, 2024

For Amazon this just isn't really a big deal, for iRobot obviously it was a very big deal and this was a bit of an exit strategy and perhaps this was something that they were thinking from the moment they went public. Maybe this was part of the exit strategy plan there.

Mutual Funds 130

Mutual Funds Education Banks Exit Strategy 130

Pension Pulse

JUNE 5, 2024

That’s a problem for private equity — which relies on the cycle of raising money to make acquisitions, exiting via a sale or IPO and then returning money to investors. Some are even looking at alternative exit strategies. this week.

Pension Funds 59

Pension Funds Assets Private Equity Firms Private Equity Firms 59