CNBC: Investing

JUNE 9, 2025

It makes much more economic sense to own these stocks." The Moses Ventures founder pointed out that energy stocks' weighting in the S & P 500 benchmark is only 3% right now, compared to their historical average of 7%. " "These energy stocks, the last four to five years, have gone through transformational M & A.

S&P

OfficeHours

AUGUST 25, 2023

In recent years, private credit has emerged as an important financing source for corporations of all kinds, especially for private equity-owned businesses with high financial leverage. Under this structure, banks typically provide committed financing to buyers (in this case, often private equity firms).

Private Equity

Francine Way

JULY 10, 2017

Any structural elements that affect the equity value: Typically includes differences between public vs. private valuations, minority vs. control premiums, insider ownership, sizeable equity offerings, etc. Do they have the cash of debt/equity capacity to bid aggressively? What will someone pay for the company?

Valuation

OfficeHours

JULY 18, 2023

In the pursuit of attractive equity returns, private equity firms have developed numerous innovative strategies beyond typical leveraged buyouts and take-private transactions. As it happens, this is an industry that has experienced a significant amount of private equity-backed roll-up activity.

Private Equity

Devensoft

JUNE 1, 2023

During economic uncertainty, it is important to conduct thorough due diligence to identify potential risks and make informed investment decisions. Cash flow: examine the company’s cash flow statements to determine whether it has sufficient liquidity to weather economic downturns.

Economics

Global Banking & Finance

MAY 31, 2023

London equities fall as energy stocks dip; U.S. debt ceiling vote eyed By Johann M Cherian and Shashwat Chauhan (Reuters) – Britain’s commodity-heavy stock indexes slid on Wednesday as weak China economic data drove commodity prices lower, while sentiment remained fragile ahead of a crucial vote on the U.S.

Debt

Sun Acquisitions

SEPTEMBER 20, 2024

Economic uncertainty can cast a shadow of doubt over potential deals in the realm of mergers and acquisitions (M&A). In this article, we’ll explore some creative financing strategies that can help facilitate M&A transactions even in uncertain economic times.

Economics

OfficeHours

OCTOBER 20, 2023

For private equity investors who have been monitoring the situation around inflation for the last few months to a year, many have been disappointed to see the slow trajectory with which inflation has been coming down from highs. Explore the role of private equity now. Currently, inflation in the U.S. Currently, inflation in the U.S.

Investors

OfficeHours

OCTOBER 16, 2023

For private equity investors who have been monitoring the situation around inflation for the last few months to a year, many have been disappointed to see the slow trajectory with which inflation has been coming down from highs. Instead, inflation of 5% would mean that the private equity firm’s real return would be reduced to 15%.

Investors

Wall Street Mojo

JANUARY 15, 2024

What is a Collateralized Debt Obligation? Table of contents What is a Collateralized Debt Obligation? How does Collateralized Debt Obligation (CDO) Work? CDOs provide investors with a diversified portfolio of debt instruments across different risk levels. read more , etc.

Debt

Sica Fletcher

APRIL 17, 2020

What is generally less understood is the impact of the pandemic on the debt markets. Many PE-backed Insurance Brokers Secured Sizable Loans Immediately Prior to the Crisis Over the past several years, the demand for high yield debt issued by private equity (PE) backed insurance brokers has been extremely strong.

Debt

Mergers and Inquisitions

JULY 31, 2024

If you ever tire of the hype around tech, industrials private equity might be an ideal hiding spot. Morgan’s acquisition of Carnegie Steel in 1901 – was an industrials private equity deal. Table Of Contents Industrials Private Equity Defined What Has Drawn Private Equity Firms to Industrials Companies?

Private Equity

OfficeHours

OCTOBER 23, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. A “take-private” transaction in the context of private equity is a process by which a PE firm acquires a publicly listed company and converts it into a privately held entity.

Investors

Peak Frameworks

MAY 22, 2023

The accounting equation is a fundamental concept in finance that every private equity professional, investment banker, and corporate , finance expert should be familiar with. If you're interested in recruiting for private equity and mastering concepts like the accounting equation, you should check out our Private Equity Course.

Accountant

Growth Business

MARCH 1, 2024

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success Raising private equity funds is seen as the holy grail for businesses who want to grow quickly, simply because the strength of capital opens the door for rapid growth.

Private Equity

OfficeHours

OCTOBER 17, 2023

So you want to pursue a role in Private Equity and Growth Equity? Existing Debt The US is a country riddled with debt. Others may have car payments, mortgages, credit card debt, or other debt that could hang over their head as a large liability. Yes, I’m interested!

Private Equity

OfficeHours

OCTOBER 16, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. A “take-private” transaction in the context of private equity is a process by which a PE firm acquires a publicly listed company and converts it into a privately held entity.

Investors

Cooley M&A

SEPTEMBER 25, 2020

Since that post, the Delaware Chancery Court has had the opportunity to consider some preliminary issues relating to certain of those jeopardized transactions involving private equity-backed buyers.

Debt

The TRADE

APRIL 15, 2024

Across the board banks have reported increasingly positive equities performances, a notable development following turbulent recent times. Jane Fraser While equities performance either grew or remained flat across the sell-side, the banks posted less impressive growth in fixed income, however. Equity markets revenue was $2.7

Equities

Wall Street Mojo

JANUARY 15, 2024

wallstreetmojo.com) Balance Sheet The Balance Sheet A balance sheet is one of the financial statements of a company that presents the shareholders' equity, liabilities, and assets of the company at a specific point in time. How to Read Balance Sheet Equity? Article Link to be Hyperlinked For eg: Source: How to Read a Balance Sheet?

Accountant

Focus Investment Banking

SEPTEMBER 19, 2024

This more aggressive monetary policy shift reflects the central bank’s heightened concerns about economic stability and its commitment to stimulating growth. In turn, this typically stimulates investment and spending, helping to buoy economic growth during periods of uncertainty or slower expansion.

Mergers and Acquisitions

Sun Acquisitions

FEBRUARY 14, 2024

Consider options such as raising capital through equity financing or securing a bank loan to fund your expansion plans. Financial strategies involve leveraging existing assets as loan collateral or tapping into private equity partnerships to support this goal. These strategies can provide the financial firepower needed to fuel growth.

Acquisitions

OfficeHours

OCTOBER 16, 2023

Existing Debt : The US is a country riddled with debt. Others may have car payments, mortgages, credit card debt, or other debt that could be hanging over your head as a large liability. Other investments may be more protected from economic impacts and can help with diversification. and how our process works.

Debt

Mergers and Inquisitions

MAY 29, 2024

Project Finance Definition: “Project Finance” refers to acquisitions, debt/equity financings, and new developments of capital-intensive infrastructure assets that provide essential utilities and services. However, many people also use the term more broadly to refer to equity, debt, and advisory for infrastructure assets.

Corporate Finance

The Deal

JULY 18, 2023

But the asset class has also carried over its caution from the second half of last year amid economic uncertainty and a tighter fundraising environment. Borrowers typically don’t have to pay interest on unfunded debt until they tap those credit lines. times, according to data from Configure.

Debt

Sica Fletcher

JULY 1, 2020

Update on Private Equity and Insurance Brokerages In our ,, previous article , we reported that the COVID-19 pandemic had not diminished the pace of mergers and acquisitions transactions we are seeing in the insurance agency and brokerage sector. The number of transactions we are working on has not abated.

Private Equity

How2Exit

MAY 15, 2023

Concept 3: Lawyers Provide Beneficial Skills Ronald talks about his economics professor who had a law degree and was a successful real estate investor. Concept 4: Leverage Debt For Multiple Expansion Leveraging debt for multiple expansion is a strategy used by private equity firms to increase their value and profitability.

M&A

Francine Way

JULY 11, 2017

The primary country sector return on equity (ROE) metrics (optional): Can be obtained through country specific sector ROE online resources commonly published by the country’s government’s economic / commerce / banking department or central banks. to find the value estimate of a potential investment.

Valuation

The TRADE

JULY 28, 2023

Despite the ups and downs in the global economy, emerging markets debt has been performing quite well this year. But the most interesting part – local debt in these emerging markets has been shining particularly bright. Meanwhile, emerging markets local debt continued to outperform core fixed income markets, mainly driven by yields.

Debt

Peak Frameworks

SEPTEMBER 12, 2023

The Solow Growth Model is an economic framework that attempts to explain long-term economic growth. The model, named after Nobel laureate Robert Solow, is indispensable for understanding investment decisions and the dynamics of economic growth. Take, for instance, the aftermath of the 2008 financial crisis.

Economics

Cooley M&A

JULY 28, 2022

In the US, it is common to adjust the purchase price for cash, any excess or deficit of net working capital relative to a required level of net working capital, unpaid debt, and unpaid transaction expenses of the target business as of the closing, with an adjustment done at closing based on estimates and followed by a post-closing true-up.

M&A

The TRADE

DECEMBER 18, 2023

This uncertainty will lead to heightened equity volatility in 2024. When volatility rises, convertible bonds tend to outperform equities. Convertible bonds will also provide cheaper financing options to those companies with other types of debt coming due which will lead to greater primary issuance.

Trading

Sica Fletcher

JULY 11, 2024

While the cost of debt has increased to the point that buyers often acquire brokerages at an initial loss, insurance brokerage M&A multiples have not only held steady but are actually seeing all-time highs. Pay attention to how the equity a buyer offers is actually valued. Equity used to consist of senior debt (i.e.,

M&A

OfficeHours

JULY 18, 2023

How I bought an apartment, funded business school, and still had fun in the midst of difficult economic times When it comes to timing the market and getting that anticipated bonus you’ve worked hard all year for, I couldn’t have gotten unluckier. investment banking, private equity , VC, etc.) and how our process works.

Investment Banking Analyst

The Deal

OCTOBER 17, 2023

Inflation, supply chain disruptions and the rising cost of debt stopped consumer companies in their tracks last year. “As the economic outlook stabilizes and the [Federal Reserve] moderates some of its [rate hikes], that will drive more transaction activity,” she said. portfolio company Birkenstock GmbH & Co.

M&A

Wall Street Mojo

JANUARY 4, 2024

read more is that amount of interest, which is due for a debt or bond but not paid to the lender of the bond. Similarly, a company that has debts in its books will have to report the amount of interest accrued for the bonds it has lent. Still, the same is not received or paid in the same accounting period.

Accountant

Peak Frameworks

SEPTEMBER 19, 2023

A classic example of T-Bills in action occurred during the European Sovereign Debt Crisis. Investors, wary of the uncertainties in European debt markets, turned to U.S. Debt Ceiling Crisis , T-Bills experienced an unusual yield spike as investors momentarily questioned U.S. Represented by the full faith and credit of the U.S.

IT