The Deal

JANUARY 25, 2024

billion in stock and assumed debt announced Monday, Jan. Kirman and Vlahakos advised NuStar on the 2018 simplification of its master limited partnership structure. Spottswood and V&E’s Matt Strock counseled Sunoco on the 2018 sale of 1,030 convenience stores to 7-Eleven for $3.3 announced Jan.

Sale 52

Sale Finance Finance Transportation 52

Peak Frameworks

MAY 22, 2023

Liabilities represent the obligations a company has to outside parties, such as debts, loans, and accounts payable. In 2018, General Electric reported $309 billion in non-current assets. Examples include accounts payable, short-term debt, and accrued expenses. For example, Apple Inc. reported total assets of $338.16

Accountant 52

Accountant Equities Debt Private Equity 52

Devensoft

JUNE 15, 2023

Essentially, strategic recapitalization involves changing a company’s capital structure to achieve specific financial goals, such as reducing debt or improving cash flow. One of the key advantages of this tactic is that it can help companies reduce their debt burden and improve their cash flow.

M&A 52

M&A Debt Capital Mergers and Acquisitions 52

Sica Fletcher

JULY 1, 2020

This was the fourth year in a row fundraising surpassed half a trillion dollars, with 2017, 2018, and 2019 recording the highest amounts of capital raised in history. In 2019, there were about 5,100 PE-backed buyout deals announced, with an aggregate value of $393 billion, down from 6,500 deals announced in 2018 with a value of $493 billion.

Private Equity 52

Private Equity Insurance Debt Equities 52

Focus Investment Banking

JANUARY 18, 2024

And Navigant Consulting, a well-known publicly traded company, finished going private in 2019, after first selling its Disputes, Forensics and Legal Technology practice to Ankura in 2018, and then selling its remaining divisions to Guidehouse. It seems that the trend is to stay private. Contact Kelly at Kelly.Kittrell@focusbankers.com.

IPO 52

IPO Consulting Corporate Finance Professional Services 52

The TRADE

JULY 29, 2024

He joined Ninety One in 2013 as a client operations analyst, moving into a portfolio implementation role in 2015 and taking up his current role as fixed income trader in 2018. Before her stint with Liquidnet, London-based Jacobs worked on the debt restructuring team for fixed income at M&G Investments.

Asset Management 64

Asset Management Equities Trading Sale 64

The TRADE

FEBRUARY 5, 2024

Esposito joined Goldman Sachs in 1995 as a salesperson for emerging markets debt, before subsequently being named managing director in 2002 and partner in 2006. Booij, who is joining the Eurex executive board in May, most recently served as chief executive of ABN AMRO Clearing, having been appointed in 2018.

Investment Banking 64

Investment Banking Finance Finance Equities 64

Successful Acquisitions

FEBRUARY 27, 2024

The same could be said about the variety of sequels and prequels that have come out in recent years (Christopher Robin (2018), Lightyear (2022), Indiana Jones and the Dial of Destiny (2023), etc.). The pressure on inorganic growth initiatives to financially compensate for organic growth failures forces Disney’s assets out of balance.

Entertainment 111

Entertainment M&A Acquisitions Business 111

How2Exit

MAY 22, 2023

In 2018, Walker released his book “By Then Build” which was inspired by this idea. He wrote a book, By Then Build, and released it in 2018. Finally, debt financing is another way to access money for acquisitions. Debt financing involves borrowing money from a lender, such as a bank, to purchase a business.

Business 130

Business Book-building Acquisitions Investment 130

Growth Business

DECEMBER 12, 2023

2 – SuperFi Aiming to help people get out of debt faster, SuperFi is a timely start-up given the current economic climate. It works by consolidating all of a users’ debt in-app, which allows it to then offer the fastest way to repay.

Bank 59

Bank Banking Debt Funds 59

InvestmentBank.com

AUGUST 14, 2019

of the total educational expenditures as of 2018, indicating $152 billion of EdTech expenditures, digital spend is expected to increase to a $342 billion scale, taking 4.4% billion in 2018 in the U.S., billion in 2018. billion of revenue in the fourth quarter of 2018 in the educational support segment, indicating a 0.9%

Education 52

Education Mergers and Acquisitions Capital Investment 52

The Deal

FEBRUARY 6, 2024

billion in 2018. The buyer will pay $3 billion for the target’s equity and assume $800 million in debt. A&O advised the target side when TDR Capital LLP sold Williams Scotsman International Inc. to Double Eagle Acquisition Corp. A&O’s William F. while Rothschild advised WillScot on the financing there. billion to $4.45

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Bank Banking 52

Sica Fletcher

MARCH 8, 2024

EBITDA Multiples for Insurance Agencies, 2018-2024 (Projected) M&A Deal Volume for Insurance Agencies, 2018-2024 (Projected) *S&P Global Data taken from ,,, “Insurance Brokers and Servicers Sector View 2024” The most important news this data offers is that insurance M&A is not actually in the tailspin that many “experts” claim it to be.

Insurance 52

Insurance M&A S&P Valuation 52

Growth Business

NOVEMBER 23, 2023

Augmentum launched on the main market of the London Stock Exchange in 2018, giving businesses access to patient capital and support, unrestricted by conventional fund timelines and giving public markets investors access to a largely privately held investment sector during its main period of growth. Managed by IP Group and North East Finance.

Investment 111

Investment Funds Capital Investors 111

Wall Street Mojo

JANUARY 18, 2024

Bullet bonds issued by other than the government carry higher interest payments due to the credit risk Credit Risk Credit risk is the probability of a loss owing to the borrower's failure to repay the loan or meet debt obligations. payable semi-annually maturing after 5 years with a principal face value of $1000 on 1st January 2018.

Financial Models 52

Financial Models Financial Modeling Debt Financial Institution 52

Sica Fletcher

SEPTEMBER 25, 2019

The predictability of the cash flows enables the acquiring entity to use debt in the capital structure, which dramatically increases the returns. In 2018, we lead the country with 79 transactions completed for insurance agents and brokers, and in 2017, we led the country with 62 closed transactions.

Private Equity 52

Private Equity Equities Insurance Capital 52

Sica Fletcher

AUGUST 18, 2020

They have enormous amounts of dry powder that they must deploy and continue to have access to very inexpensive debt. And, in fact, the number of transactions in 2020 exceeded the amount for the same period in 2018. Private equity firms continue to drive transaction pace and value.

M&A 52

M&A Insurance S&P Broker 52

Growth Business

MAY 19, 2023

Number of successful exits: 21 including Chargemaster which was acquired by BP in 2018 for £129m. Finstock Capital Bio: Finstock provides early-stage debt solutions for businesses looking to extend their cash flow runway in a non-dilutive manner. Website: www.envestors.co.uk Contact: enquiries@equitygap.co.uk

Investors 105

Investors Investment Funds Business 105

M&A Leadership Council

AUGUST 7, 2024

For public companies, this information is usually derived from public documents—including press reports, filings with securities regulators, and any debt or equity offering memorandums the company or its bankers might have prepared for potential buyers. 01, [link].

IT 52

IT Mergers and Acquisitions M&A Acquisitions 52

M&A Leadership Council

JUNE 14, 2023

For public companies, this information is usually derived from public documents—including press reports, filings with securities regulators, and any debt or equity offering memorandums the company or its bankers might have prepared for potential buyers. 01, [link].

IT 52

IT Mergers and Acquisitions M&A Financial Statement 52

Cooley M&A

MAY 11, 2020

But with pandemic-induced market volatility making obtaining third-party debt financing more challenging, we have seen some buyers return to old form and seek financing conditions that would allow them to get out of an announced transaction without the payment of any reverse termination fee if they are ultimately unable to obtain financing.

Mergers and Acquisitions 40

Mergers and Acquisitions M&A Finance Finance 40

Mergers and Inquisitions

JANUARY 31, 2024

This is especially common in areas like distressed debt investing that depend heavily on catalysts. Single-Manager Hedge Fund Performance The multi-manager hedge fund article described how MM funds grew faster than the overall industry between 2018 and 2023.

Funds 59

Funds Management S&P Recruitment 59

Bronte Capital

MAY 21, 2021

In response to the risk of material misstatement in financial reporting due to violations, we also reviewed the appropriateness of the debt collection process at the parent company level. We have been the auditor of GRENKE AG since financial year 2018. We were engaged by the Supervisory Board on 18 September 2020.

Financial Statement 100

Financial Statement Management Accountant Risk Assessment 100

Growth Business

MARCH 1, 2024

Capital is available, valuations have started to normalise and the debt markets are still supportive – albeit with greater scrutiny and higher costs. million in February 2018, in exchange for a majority stake in the business. This article was originally published by Michael Somerville on 14 September 2018.

Private Equity 59

Private Equity Equities Investment Business 59

Cooley M&A

OCTOBER 12, 2021

In 2018, the board launched a sales process with a special committee in place. In February 2019, Empire engaged Moelis to advise on capital structure issues and long-term debt. Riverstone had a consent right (the “Consent Right”) over any transfer of Pattern Energy’s interest in Developer 2. Sales Process. Sales Process.

Sale 40

Sale Management IT Negotiation 40

Growth Business

SEPTEMBER 13, 2023

The firm makes initial investments at Seed and Series A stage, currently investing from its £140m 2018 vintage IQ Capital Fund III. of investments each year: 5 to 8 Examples of previous companies invested in: Mergermarket, Watchfinder, Monica Vinader, Chargemaster, Fnatic and Thread No. of successful exits: 60+ Website: www.sep.co.uk

Capital 52

Capital Business Funds Investment 52

The TRADE

APRIL 30, 2024

Mifid’s legacy continues to shape regulatory frameworks and market dynamics, alongside laying the groundwork for subsequent regulatory initiatives such as Mifid II… Mifid II: Next up is the revised Markets in Financial Instruments Directive, Mifid II, which was implemented in January 2018 as an overhaul of its predecessor, Mifid I.

Financial Institution 69

Financial Institution Financial Market Risk Management Bank 69

Cooley M&A

JANUARY 25, 2024

trillion in 2018 and 2019, respectively [1]. The higher interest rates escalated borrowing expenses, making mega-deals (deals valued at $5 billion or more) significantly more expensive, due to their heavy reliance on debt financing, and impacted valuation multiples with higher discount rates. trillion – representing a 10-year low.

M&A 52

M&A Mergers and Acquisitions Government Investment 52

Cooley M&A

FEBRUARY 1, 2024

Continuing the trend we noted for 2022 , sponsors increasingly used private credit sources in lieu of the syndicated debt markets to finance buyouts in 2023. billion in debt from a group of private credit lenders, a $250 million rollover by New Relic’s founder and the rest with equity commitments from the sponsors. [4] in 2022 to 5.9x

M&A 59

M&A Mergers and Acquisitions Private Equity Equities 59

Sica Fletcher

FEBRUARY 9, 2021

Sica | Fletcher closed 125 transactions in 2020 (our best year ever, and again, , leading the league tables ) in comparison with 92 in 2019 and 79 in 2018. S&P reported that the number of insurance brokerage transactions closed in 2020 slightly exceeded those in 2019. trillion over the next decade.

Capital 52

Capital IT Economics Insurance 52

Sidley Shareholder Litigation

MARCH 25, 2025

(Dura Medic or Company) against affiliates of Comvest, a private equity backer that acquired Dura Medic in 2018 through subsidiary affiliates. The claims focused in particular on Comvests subsequent extension of debt and equity financing to the Company without approval by disinterested and independent decisionmakers.

Private Equity 52

Private Equity Finance Finance Equities 52

Beyond M&A

MARCH 17, 2025

As a qualified executive coach since 2018 , Ive worked with over 500 leaders across tech, finance, and private equity. Risk of accumulating technical debt or regulatory issues. These conative strengths shape a tech firm’s strategic agility, operational efficiency, and executive presence all critical factors in investor decisions.

M&A 130

M&A Investors Private Equity Debt 130

Sidley Shareholder Litigation

APRIL 3, 2025

Dura Medic or Company) against affiliates of Comvest, a private equity backer that acquired Dura Medic in 2018 through subsidiary affiliates. The claims focused in particular on Comvests subsequent extension of debt and equity financing to the Company without approval by disinterested and independent decisionmakers.

Medical 52

Medical Private Equity Equities Debt 52

The TRADE

MARCH 28, 2025

Fidelity Internationals head of debt capital markets for EMEA is set to leave the buy-side firm, The TRADE can reveal. ” Whyman has been with Fidelity International since 2018 where he joined as a senior fixed income trader. He assumed his most recent role as head of debt capital markets for EMEA in 2022.

Debt Capital Markets 52

Debt Capital Markets Debt Capital Market Media 52

The TRADE

MARCH 31, 2025

Fidelity Internationals head of debt capital markets for EMEA, Stephen Whyman, is set to leave the buy-side firm, as revealed by The TRADE can reveal. Whyman has been with Fidelity International since 2018 where he joined as a senior fixed income trader. He assumed his most recent role as head of debt capital markets for EMEA in 2022.

Debt Capital Markets 59

Debt Capital Markets Trading Architecture Asset Management 59

Cooley M&A

FEBRUARY 3, 2025

With debt financing now readily available thanks to the active private credit and syndicated debt markets, for larger take-privates, the availability of equity financing was more likely to be a gating item in 2024, with sponsors often unwilling to write equity commitments for individual transactions larger than $2 billion.

M&A 59

M&A Mergers and Acquisitions Private Equity Acquisitions 59