CNBC: Investing

JUNE 11, 2025

In fact, income generation is one of the firm's top five portfolio ideas for the rest of 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.

Portfolio

CNBC: Investing

JUNE 18, 2025

More advisors also embraced private debt, with about 19% of participants saying they're turning to this asset class, compared to 12.5% "The objective of alternatives is to reduce overall portfolio volatility to create more consistency in returns so that we get better compounding," he said.

S&P

How2Exit

JULY 1, 2025

E286: Deals Don’t Fail on Paper—They Fail in People - Watch here About the Guest: David Miller is a seasoned dealmaker with an unusually diverse portfolio. Seller-Financing Wins : Miller's first acquisition was a small, seller-financed deal—highlighting that not every transaction needs SBA debt or a PE fund.

M&A

CNBC: Investing

JULY 9, 2025

"The bond market is the 'adult in the room', saying 'Houston we have a problem', as it relates to deficits and debt levels. "I think it's a really helpful and important signal for all investors," Agati said. Of course, we had this big package come through, the question is how are we going to pay for it."

Investment

Financial Times - Banking

JUNE 12, 2025

© THE FINANCIAL TIMES LTD 2025.

Recruitment

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. You can return if you’ve worked in one of those before moving into SF, but if you started on the corporate side and have no deal experience, it’s unlikely.

Corporate Finance

CNBC: Investing

JUNE 22, 2025

Worries over the size of the federal deficit and increasing debt arose from the president's tax bill working its way through Congress. 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. recession and higher inflation.

Stock

CNBC: Investing

JULY 8, 2025

national debt. Once a senior advisor to Trump, Musk has had an acrimonious falling out with the president due to his staunch opposition to the tax and spending legislation. Musk has criticized the law for failing to address the large federal budget deficit and growing U.S. per share.

Shares

CNBC: Investing

JULY 10, 2025

He also looks at how much debt the issuer has, as well the affordability of its services — the water rates versus the demographic profile of the population. "If you are, you might have to go in and take on enough debt that you might have some stress on your current credit ratings," he said.

Investors

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 expected) and a 44% stock drop underscore tariff sensitivity, with Q1 2025 guidance cut 20% due to cost pressures. RH's $3.9

Retail

Mergers and Inquisitions

MAY 14, 2025

Infrastructure Investment Banking Definition: In infrastructure investment banking, bankers advise companies in the data center, renewables, transportation, utilities, and energy storage/transportation markets on equity and debt issuances, asset deals, and mergers and acquisitions. The difference in Midstream, at least in the U.S.,

Investment Banking

CNBC: Investing

JUNE 17, 2025

At the high end, the fund can hold as much as 65% of its portfolio in high yield corporate bonds, according to the fund's prospectus. The benchmark it is compared against includes 50% high yield corporate debt, 30% investment grade corporate debt, 10% emerging market bonds and 10% asset-backed securities, Venter said.

Funds

CNBC: Investing

JUNE 9, 2025

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%.

S&P

CNBC: Investing

JULY 30, 2025

These measures include general expenses optimization, tech debt reduction and the shrinking of Peloton's showroom footprint. " The analyst also expects upside to Peloton's fiscal 2026 earnings before interest, taxes, depreciation and amortization, or EBITDA, expectations from further top-line growth and cost-cutting measures.

Stock

JD Supra: Mergers

MARCH 12, 2024

Traditional debt financing was expensive and scarce, expectations on valuations were tricky to navigate, portfolio companies required additional attention, fundraising was not easy and regulators continued to scale up their scrutiny of the industry and its transactions.

Private Equity

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 debt investing offers advantages over other hedge fund strategies , but the marketing often oversells the benefits.

Debt

CNBC: Investing

FEBRUARY 14, 2024

Vanguard and BlackRock think emerging markets debt looks attractive right now.

Portfolio

PE Hub

FEBRUARY 1, 2024

The Parking Spot is a portfolio company of Green Courte Partners. The post The Parking Spot snags $750m debt financing from Carlyle appeared first on PE Hub.

Debt

OfficeHours

JUNE 6, 2023

Leveraged buyouts involve acquiring a controlling interest in a mature company, typically through a combination of equity and debt financing, using the acquired company’s assets as collateral to secure debt financing. Private equity firms also invest in distressed debt or provide private debt financing.

Private Equity

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

Global Newswire by Notified: M&A

AUGUST 31, 2023

Proposed acquisition of Acer for $15M in Zevra stock plus Contingent Value Rights (CVRs) and Zevra’s purchase of Acer’s secured debt in capital efficient structure

Portfolio

Global Newswire by Notified: M&A

NOVEMBER 13, 2024

(OTCQB: AIUG), a pioneering force in artificial intelligence innovation, is thrilled to announce the acquisition of Resolve Debt, a powerful AI-driven platform specializing in debt collection technology and accounts receivable automation.

Debt

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

OfficeHours

OCTOBER 20, 2023

For example, if a private equity firm invested $100M into a portfolio company with a 20% expected rate of return, this return would not actually be 20% if the calculations were not adjusted for inflation. Inflation can also have an impact on the cost of debt required to finance an investment.

Investors

Beyond M&A

SEPTEMBER 19, 2023

Value creation is often the primary focus in the investment world, where the goal is to paint a picture of prosperity and success for portfolio companies. Tech Debt: It’s the silent killer. However, in this pursuit, we often overlook the other side of the coin – value destruction. Enter Value Destruction.

Private Equity

Sica Fletcher

APRIL 17, 2020

We are all painfully aware of the impact the coronavirus pandemic has had on our investment and retirement portfolios. What is generally less understood is the impact of the pandemic on the debt markets. You felt this in your investment and retirement accounts, and the debt markets were dramatically affected as well. to 10.0%.

Debt

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

PE Hub

JANUARY 25, 2024

Based in West Palm Beach, Florida, Catera will continue to help lead the investment team and focus on structuring, negotiating and advising portfolio companies on debt and equity financings. The post Siris promotes Catera to partner appeared first on PE Hub.

Debt

OfficeHours

OCTOBER 16, 2023

For example, if a private equity firm invested $100M into a portfolio company with a 20% expected rate of return, this return would not actually be 20% if the calculations were not adjusted for inflation. Inflation can also have an impact on the cost of debt required to finance an investment.

Investors

RKJ Partners

AUGUST 6, 2017

Venture Debt is less expensive than equity … in the long run Perhaps the greatest benefit of venture lending is that it injects money into a business without heavily diluting the equity stake of the entrepreneur or venture capital investors. Fees overload – The true cost of debt is often increased by the inclusion of numerous fees.

Debt

The TRADE

FEBRUARY 6, 2024

“As corporate debt issuance continues to increase across sectors, market participants are looking for tools to help them navigate growing credit exposure,” said Agha Mirza , global head of rates and OTC products at CME Group.

Corporation

Global Newswire by Notified: M&A

JANUARY 15, 2025

per share, and assume approximately $133 million in net debt ( 2 ). per share, and assume approximately $133 million in net debt ( 2 ). Under the terms of the Merger Agreement, Amplify will issue Juniper approximately 26.7 million shares of Amplify common stock ( 1) , par value $0.01

Portfolio

Cooley M&A

SEPTEMBER 25, 2020

The decisions from the court on those preliminary matters, as well as the arguments raised by legal counsel, offer some valuable lessons for sellers considering sale transactions that require debt financing, and may motivate sellers to re-evaluate certain provisions and remedies that have become customary in those transactions.

Debt

Mergers and Inquisitions

MARCH 13, 2024

Debt financing is much more common, and the GE firm is often the first institutional investor. Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. They do not use debt since they only make minority-stake investments. What accounts for the difference?

Private Equity

The TRADE

JANUARY 10, 2024

It has approximately £351 million in assets under management and manages two strategies: global high yield, launched in 2006, and emerging market corporate debt, launched in 2010.

Asset Management

Global Newswire by Notified: M&A

OCTOBER 31, 2024

billion, including the assumption of Sterling’s outstanding debt, the acquisition combines industry leading platforms and innovative solutions to deliver an enhanced customer experience while expanding and diversifying First Advantage’s vertical and geographic exposure, creating a more well-balanced portfolio. Valued at $2.2

Acquisitions

OfficeHours

OCTOBER 23, 2023

Once the terms are agreed upon, the acquisition is financed through a combination of debt and equity from the PE firm , as with a typical transaction. This results in the target company receiving a potentially very different capital structure than they previously had, typically with higher debt levels.

Investors