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 100

Investors Private Equity Debt Equities 100

Global Newswire by Notified: M&A

OCTOBER 24, 2023

24, 2023 (GLOBE NEWSWIRE) -- CNL Strategic Capital, LLC acquired a majority equity stake and made a concurrent debt investment in Sill Public Adjusters (Sill) in partnership with Sill’s management. This is the 13th company in CNL Strategic Capital’s portfolio. Orlando, Fla.,

Capital 45

Capital Debt Portfolio Equities 45

Global Banking & Finance

DECEMBER 15, 2023

One option, DSCR (Debt Service Coverage Ratio) loans, serves as a valuable resource for building a property portfolio. DSCR Loans: Navigating the Do’s and Don’ts for Real Estate Investors Real estate investment offers a world of opportunities, and understanding how to finance these ventures is key.

Investors 49

Investors Debt Portfolio Finance 49

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

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.

Portfolio Management 147

Portfolio Management Portfolio Private Equity IT 147

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 40

Debt Finance Finance Private Equity 40

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 40

Debt Capital Raising Capital Equities 40

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 116

Corporation Debt Trading Portfolio 116

Sun Acquisitions

FEBRUARY 14, 2024

Diversification: Diversifying your business portfolio can be a prudent goal. In such cases, evaluating the financial health of target companies and understanding their debt structures is crucial. While it provides capital without the burden of debt repayment, it dilutes ownership and may involve relinquishing some control.

Acquisitions 59

Acquisitions Business Debt Finance 59

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 95

Private Equity Equities Capital Portfolio 95

Sun Acquisitions

FEBRUARY 28, 2024

The business world is dynamic, and growth often requires expanding one’s portfolio through strategic acquisitions. If you have substantial cash reserves, you may opt for an all-cash deal, reducing debt burden and interest costs. Debt Financing Debt financing involves borrowing money to fund the acquisition.

Finance 59

Finance Finance Acquisitions Business 59

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 98

Asset Management Corporation Management Business 98

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 88

Debt Funds Investment Trading 88

The Deal

OCTOBER 17, 2023

Inflation, supply chain disruptions and the rising cost of debt stopped consumer companies in their tracks last year. portfolio company Birkenstock GmbH & Co. Direct-to-consumer businesses, darlings of the investor community in 2021, saw their techlike valuations plummet. KG having an underwhelming start.

M&A 64

M&A IPO Retail Medical 64

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 52

Debt Investors Bank Banking 52

Intrepid Banker Insights

NOVEMBER 16, 2022

We’re constantly monitoring our portfolio companies’ ability to pass on price increases, particularly as consumers’ wallets come under immense pressure.” – Portfolio Manager, private credit fund “There’s no such thing as a free lunch. The Fed Funds Rate sits at 4%, and SOFR is expected to peak at 4.8% in Q2 2023.

Advisory 52

Advisory Capital Funds Debt 52

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 130

Investors Private Equity Equities Debt 130

The TRADE

JANUARY 2, 2024

Last November, JP Morgan became the first issuer to launch Hong Kong dollar pair FX warrants, set to be traded on the Hong Kong stock exchange, with the move set to enable investors to further diversify their portfolios, offering an alternative investment tool.

Trading 57

Trading Debt Capital Markets Bank Banking 57

Focus Investment Banking

MARCH 17, 2024

Despite the potential value at stake, the buyer balked at the idea of relinquishing control, envisioning strategic integration and synergy across their portfolio of Professional Services businesses. However, negotiations hit a snag when the seller proposed retaining total operational control during the earnout period.

Professional Services 52

Professional Services Corporate Finance Mergers and Acquisitions Negotiation 52

The TRADE

OCTOBER 25, 2023

FTSE Russell will explore incorporating Tradeweb pricing into FTSE fixed income indices over time, initially with FTSE World Government Bond Index (WGBI), an index consisting of sovereign debt from more than 20 countries and denominated in a selection of currencies.

Trading 109

Trading Collaboration Electronics Government 109

Peak Frameworks

SEPTEMBER 19, 2023

5 Cs in Detail , Character Character pertains to an individual's or a company's historical record when it comes to managing debt and fulfilling obligations. Debt-to-income ratio: One common metric used to determine capacity. It is the proportion of a borrower's monthly debt payments to their monthly gross income.

Debt 52

Debt Finance Finance Capital 52

Peak Frameworks

AUGUST 15, 2023

By implementing hedging techniques, professionals can minimize risk exposure and secure their portfolios. For example, an investor holding a portfolio of technology stocks may purchase put options to protect against potential downside risks in the market. They are commonly used to hedge against interest rate risk.

Portfolio 52

Portfolio Private Equity Risk Management Investment Banking 52

Software Equity Group

AUGUST 24, 2023

Recapitalization is a process of restructuring a company’s debt and equity mix, also known as its capital structure. By selling a stake in the business, they can generate cash to diversify their investment portfolio, pursue personal financial goals, or reinvest in new ventures. What is Recapitalization?

Debt 52

Debt Equities Investors M&A 52

The TRADE

JUNE 29, 2023

Investors in the US offshore market will be able to access Candriam’s existing UCITS funds that cover US high yield corporate bonds, emerging market equity and debt, and thematic strategies. Following the expansion of the partnership, the pair will offer solutions and services to non-US resident investors who invest through US intermediaries.

Investment 62

Investment Investors Asset Management Sale 62

The TRADE

DECEMBER 18, 2023

Investors will need to think far more about the risk profiles of their portfolios. 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. All of this points toward a good year for convertible bonds.

Trading 62

Trading Bank Banking Investors 62

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 52

IT Government Investors Economics 52

The TRADE

JUNE 9, 2023

The agreement states that “the Swiss government guarantees losses of up to CHF 9 billion if realised on a designated portfolio of Credit Suisse non-core assets once UBS bears the first CHF 5 billion of any realised losses”. Credit Suisse shareholders are set to receive one UBS share for every 22.48

Government 57

Government Shares Debt Portfolio 57

InvestmentBank.com

MAY 26, 2021

As the world headed into the uncharted territory of a worldwide pandemic, investors in both debt and equity markets reacted to shifts and changing conditions in several interesting ways, and the lessons they learned and the actions they take this year will set the stage for everyone’s access to capital in the years to come.

Capital Raising 52

Capital Raising Capital Debt Private Equity 52

The Deal

FEBRUARY 6, 2024

MoFo’s Liu counseled McGrath last year on its $400 million purchase of Vesta Modular from Kinderhook Industries and the $265 million sale of Adler Tank Rentals LLC to Kinderhook portfolio company Ironclad Environmental Solutions. The buyer will pay $3 billion for the target’s equity and assume $800 million in debt.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Finance Finance 52

OfficeHours

JUNE 6, 2023

Naturally, proficiency in Excel is of the utmost importance, but ensuring you understand the right financial model is equally important; be sure to practice your paper LBO and Excel debt-focused models through courses to give yourself an edge. Understand the Firm Research the private equity firm thoroughly.

Private Equity 147

Private Equity Equities Financial Modeling Financial Models 147

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. Long-standing Goldman Sachs executive Jim Esposito is set to leave after almost three decades at the institution.

Investment Banking 62

Investment Banking Finance Finance Equities 62

Mergers and Inquisitions

JANUARY 31, 2024

Portfolio Structure: Unlike MM portfolios, SM portfolios do not have to be market–neutral or based on pair trades; many SM funds also tend to run much more concentrated portfolios (e.g., This is especially common in areas like distressed debt investing that depend heavily on catalysts.

Funds 59

Funds Management S&P Recruitment 59

OfficeHours

MAY 16, 2023

Additionally, liquidity is important for governments because it gives them access to debt markets to sell securities to fund deficits. Hedge funds often use a variety of investment strategies and invest across multiple asset classes, which can help diversify their portfolio and reduce risk.

Financial Market 130

Financial Market Funds Risk Management Trading 130

Wall Street Mojo

JANUARY 18, 2024

read more regularly invest in such bonds issued by a sovereign government, and it forms a major part of their investment portfolio. It refers to the possibility that the lender may not receive the debt's principal and an interest component, resulting in interrupted cash flow and increased cost of collection.

Financial Modeling 52

Financial Modeling Financial Models Financial Institution Debt 52

Wall Street Mojo

JANUARY 17, 2024

Investors aiming to have a diversified portfolio are recommended to convert their security forms as and when they get an opportunity. Convertible securities combine features of both debt and equity instruments. For issuers, they offer a cost-effective method to raise capital, often with lower interest rates than traditional debt.

Securities 98

Securities Investors Shares Financial Modeling 98

The TRADE

JUNE 16, 2023

As we entered 2023, soaring fixed-income volumes driven by strong investor sentiment led to a record first quarter on our platform across our core products, including local currency markets after a challenging year for emerging sovereign and corporate debt. How is the changing market backdrop influencing this?

Trading 52

Trading Investors Debt Portfolio 52

Peak Frameworks

MAY 24, 2023

For example, during the European debt crisis in 2011, Greece entered into a currency swap with Goldman Sachs, which had the effect of concealing the true extent of its debt and exacerbating the severity of the crisis when it was discovered. They provide avenues for hedging, speculation, and achieving arbitrage.

Portfolio Management 52

Portfolio Management Private Equity Investors Risk Management 52