Chesapeake Corporate Advisors

NOVEMBER 19, 2024

trillion in dry powder, which is a massive amount of cash to deploy and invest in businesses. In a typical rollover deal structure, the seller would invest 15% – 20% of the deal proceeds in the equity rollover. This approach provides access to an alternative investment class (i.e., trillion in deals in 2023.

Private Equity 52

Private Equity Equities IT Investment Banking 52

Lake Country Advisors

JUNE 11, 2025

This means you’re still responsible for any outstanding debts, lawsuits, or contracts that weren’t part of the sale. Assets and liabilities transfer automatically: Since the buyer now owns the business itself, they also assume its debts, obligations, and any pending issues.

Sale 52

Sale Business Stock Broker 52

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. This view is mostly wrong: The Excel-based work has a ton of overlap, with a few differences here and there. IB is all about deals , while ER is all about coverage.

Investment Banking 64

Investment Banking Equities Bank Banking 64

Mergers and Inquisitions

DECEMBER 4, 2024

This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. We’ll do a full breakdown of the sector here, but as usual, we need to start with the definitions, trends, and drivers: Table Of Contents What is Sports Investment Banking?

Investment Banking 106

Investment Banking Banking Bank Investment 106

iMerge Advisors

APRIL 13, 2025

A CIM is a detailed, confidential document prepared by a company (or its M&A advisor) to present the business to potential acquirers or investors. Executive Summary High-level overview of the business Key investment highlights Summary of financial performance and growth trajectory Transaction rationale (e.g.,

Valuation 40

Valuation M&A Mergers and Acquisitions Sale 40

CNBC: Investing

JUNE 11, 2025

"Cash coming into a portfolio can be very important to income investors in particular, but it provides all investors with optionality," she said during a panel discussion Tuesday on the bank's investment outlook. 'Fireworks'

Portfolio 70

Portfolio S&P Utilities Investment 70

CNBC: Investing

JUNE 18, 2025

A survey of nearly 200 financial planners by the Financial Planning Association and the Journal of Financial Planning from March 23 to May 4 found that while these investments aren't in widespread use among advisors, they've seen significant growth compared to last year.

S&P 93

S&P Portfolio Investment Funds 93

CNBC: Investing

JULY 10, 2025

trillion investment needed The country's deteriorating infrastructure and the remediation of " forever chemicals" such as perfluoroalkyl and polyfluoroalkyl , or PFAS, from drinking water are going to drive bond issuance in the sector, Close said. Meanwhile, water scarcity is a challenge in the West and Southwest, Close said.

Investors 76

Investors Funds Finance Finance 76

Mergers and Inquisitions

JULY 9, 2025

At early-stage companies , the role often involves investor relations and debt/equity fundraising as well, since there may not be separate teams for these. So, if you join after a few years in investment banking, expect something in the $100 – $150K USD total compensation range.

Corporate Finance 59

Corporate Finance Finance Finance Corporation 59

CNBC: Investing

JULY 9, 2025

Investors are looking to take profits in the rally for cyclicals and small caps and looking to play the expected capex boom following the passing of President Donald Trump's tax and spending bill. "I think it's a really helpful and important signal for all investors," Agati said. Worldwide Exchange airs at 5 a.m.

Investment 56

Investment Media Stock Investors 56

CNBC: Investing

JUNE 22, 2025

Equities have been volatile for much of the first half of 2025, as President Donald Trump's tariffs simultaneously sparked investor concern over a potential U.S. Worries over the size of the federal deficit and increasing debt arose from the president's tax bill working its way through Congress.

Stock 112

Stock S&P Media Investment 112

CNBC: Investing

JULY 8, 2025

"While the situation remains fluid, we believe investors should be prepared for further devotion of resources (financial, time/attention) in the direction of Mr. Musk's political priorities, which may add further near-term pressure to TSLA shares," Jonas told clients in a 12-page report. national debt.

Shares 71

Shares Media Stock Investment 71

Focus Investment Banking

JANUARY 10, 2025

My parents started a collision repair equipment company back in 1988, ended up not joining the family business right out of school, but went the investment banking route and sometime into that the family business came calling. So let’s talk about taking on investors. I grew up around the collision repair industry.

Private Equity 52

Private Equity Mergers and Acquisitions M&A Equities 52

CNBC: Investing

JUNE 9, 2025

billion debt, coupled with high capital expenditures for international galleries, strains cash flow in a rising-rate environment. Net debt has roughly doubled over the past five years, and the $30.4 Net debt has roughly doubled over the past five years, and the $30.4 RH's $3.9 19 $240 call Buy RH Sep.

Retail 99

Retail Trading Stock IT 99

Beyond M&A

JUNE 16, 2025

You can patch technical debt. Why This Matters in Tech DD In Tech DD, especially for growth-stage or later-stage deals, we often obsess over architecture, scalability, tech debt, documentation, test coverage—the works. And that’s the foundation you can scale, invest in, and fix. Surely the product is the innovation? Every time.

Architecture 130

Architecture S&P Debt Engineering 130

Mergers and Inquisitions

MAY 14, 2025

The most difficult part of infrastructure investment banking is defining the exact verticals and deal types it covers. It even includes elements of healthcare , industrials , and oil & gas investment banking. It even includes elements of healthcare , industrials , and oil & gas investment banking.

Investment Banking 59

Investment Banking Bank Banking Investment 59

CNBC: Investing

JUNE 17, 2025

"We still view this strategy as one that investors will want to invest in even in a bit of an uncertain economic environment" said Rebecca Venter, senior fixed product manager at Vanguard. The "below investment grade flexibility" of the fund will be used in part to generate higher income, Vented added.

Funds 70

Funds Portfolio Corporation Debt 70

Razorpay

JUNE 24, 2025

About GoldenPi: Bringing Fixed-Income Investing to Indian Retail GoldenPi is India’s first and largest online bond platform (OBP) registered under SEBI’s new regulatory framework for OBPP. T+1 Settlement Demands Precision and Predictability As a SEBI-regulated OBP, GoldenPi must settle every investor transaction with the exchange within T+1.

Debt 52

Debt Retail Funds Investors 52

CNBC: Investing

JUNE 9, 2025

The investor highlighted two energy stocks he likes right now: Exxon Mobil and Diamondback Energy. West Texas Intermediate crude has dropped about 9% this year to roughly $65. Moses shot to fame thanks to Michael Lewis' book " The Big Short " and the subsequent Oscar-winning movie of the same name.

S&P 109

S&P Stock Media Investment 109

JD Supra: Mergers

JUNE 21, 2024

Primary investment grade bond issuance surged in Q1 2024 as investors ramped up exposure to high-quality borrowers in a high interest rate environment. In the US, investment grade corporate borrowers secured US$429.7 By: White & Case LLP

Investors 168

Investors Debt Investment S&P 168

JD Supra: Mergers

MAY 21, 2024

Debt finance plays a key role in all parts of the capital structure for private investment funds and their investors.

Debt 158

Debt Finance Finance Private Equity 158

OfficeHours

OCTOBER 16, 2023

For the average person, rising interest rates are not ideal for those with significant amounts of debt, those looking to purchase a home with a mortgage, or many other use cases. Once the cash available is used to service the debt, whatever is left over is paid as dividends and used to calculate returns for private equity investors and LPs.

Investors 130

Investors Private Equity Debt Equities 130

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. Inflation can also have an impact on the cost of debt required to finance an investment.

Investors 130

Investors Private Equity Equities Debt 130

Mergers and Inquisitions

SEPTEMBER 13, 2023

Ask anyone interested in distressed debt hedge funds for “the pitch,” and they’ll probably mention one of the following: “It’s like long/short equity or credit , but more interesting!” Distressed investing offers equity-like returns with lower risk.” Distressed assets offer non-correlated returns, similar to global macro.”

Debt 103

Debt Funds Investment Equities 103

Beyond M&A

MARCH 7, 2023

As private equity investors, you understand the importance of allocating funds to innovation and growth. However, in software development, there is a metric that can significantly impact your investment. It indicates how much of your investment is going towards innovation versus simply maintaining the status quo.

Private Equity 130

Private Equity Investors Equities Debt 130

OfficeHours

OCTOBER 23, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. According to the Institutional Investor, 81% of value in all transactions in 2023 so far were take-private deals (compared to 20% seen in a typical year).

Investors 130

Investors Private Equity Equities Debt 130

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. Inflation can also have an impact on the cost of debt required to finance an investment.

Investors 100

Investors Private Equity Debt Equities 100

OfficeHours

JUNE 6, 2023

Private equity is an investment asset class that has gained significant prominence and popularity in recent decades. It has become a preferred choice for investors seeking attractive returns and diversification from traditional investment options such as stocks and bonds.

Private Equity 148

Private Equity Equities Debt Investment 148

Deal Lawyers

JUNE 27, 2024

A recent Womble Bond Dickinson memo says that private equity funds and strategic investors are increasingly interested in taking minority positions in target companies.

Private Equity 113

Private Equity Debt Investment Equities 113

OfficeHours

OCTOBER 16, 2023

However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. According to the Institutional Investor, 81% of value in all transactions in 2023 so far were take-private deals (compared to 20% seen in a typical year).

Investors 100

Investors Private Equity Equities Debt 100

Growth Business

MAY 19, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success UPDATED: The UK has the most developed web of angel investor networks in Europe with 15,000 angel investors dotted around the country, according to the UK Business Angels Association (UKBAA). They’ve been generous with their cash, too.

Investors 105

Investors Investment Funds Business 105

TechCrunch: M&A

JUNE 29, 2023

million debt. In a series of recruitment posts on Jike, a social network popular in the Chinese tech community, Wang initially said he planned to personally invest $50 million in Light Years Beyond. million in debt. In a filing released on Thursday, Meituan announced that it will be fully acquiring Light Years Beyond for $233.7

Debt 199

Debt Investors Recruitment Food 199

The New York Times: Banking

SEPTEMBER 21, 2023

A financially troubled firm has stopped paying investors, risking panic and testing the Chinese government’s resolve to take on debts from its property crisis.

Debt 145

Debt Bank Banking Investors 145

Midaxo

OCTOBER 12, 2023

Answering the questions below using tech due diligence helps investors decide whether the investment is reasonable. Answering the questions below using tech due diligence helps investors decide whether the investment is reasonable. Is the target able to fulfill the investment thesis? How do we make it work?

Debt 147

Debt Architecture Mergers and Acquisitions Business 147

Growth Business

NOVEMBER 23, 2023

Other than the US and India, there is no other country attracting the numbers of VC investment in the sector. It invests in early-stage companies in software, SaaS, healthcare, fintech, security and media. Its UK funds primarily invest at Series A through to Series C, and typically lead rounds with cheques between £2m and £10m.

Investment 111

Investment Funds Capital Investors 111

OfficeHours

AUGUST 25, 2023

In particular, new guidelines from the FDIC and Federal Reserve (among other governmental agencies) made it more difficult for banks to underwrite financings that resulted in debt-to-EBITDA ratios in excess of 6.0x. This capital is released once investors buy the debt off the banks’ balance sheets.

Private Equity 130

Private Equity Equities Debt Finance 130

Growth Business

OCTOBER 25, 2024

By Michael Goodwin on Growth Business - Your gateway to entrepreneurial success Many entrepreneurs’ burning question when considering investment for growth is how much equity to give away. Suppose your business is a fast-growth technology startup, and you’re speaking to tech-focused angel investors or venture capitalists.

Equities 98

Equities Investment Private Equity Valuation 98