England & Company’s Post

𝗜𝗻 𝘁𝗵𝗲 #𝗔𝗘𝗖𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆, 𝗿𝗶𝘀𝗸 𝗮𝘃𝗲𝗿𝘀𝗶𝗼𝗻 𝗶𝘀 𝗸𝗲𝘆.🔑 However, while cash-only acquisitions minimize risk, they can also limit shareholder returns. 𝗘𝗻𝘁𝗲𝗿 𝘁𝗵𝗲 #𝗣𝗿𝗶𝘃𝗮𝘁𝗲𝗘𝗾𝘂𝗶𝘁𝘆 𝗽𝗹𝗮𝘆𝗯𝗼𝗼𝗸: Leverage debt to boost growth and returns. Despite high interest rates, debt is cheaper than equity, offers tax benefits, and refinancing opportunities. Explore how strategic debt management can transform your M&A strategy in this week’s blog by Hobson Hogan. #AEC #MergersAndAcquisitions #FinancialStrategy #Growth

I was featured in a Wealth Solutions Report article by Chris Latham along with Kathy Freeman Godfrey and Rick Dennen. We were all interviewed at the Echelon Wealth Partners Deals & Dealmakers Summit at which we were part of the Ask the Experts segment of the program. My interview focused on major legal issues in wealth management M&A. Check it out! https://lnkd.in/dNgJ2ECT #ria #wealthmanagement #RIAattorney #RIAcounsel #mergersandacquisitions

Mezzanine financing, known as "Mezz" debt, is a key component in corporate finance, particularly in transactions like leveraged buyouts. It fills the gap between senior debt and equity, providing flexibility and potential for higher returns due to its position in the capital recovery hierarchy. #MezzanineFinancing #CapitalStructure #CorporateFinance Read The Complete Article Below!

The tide is turning in M&A financing! After a period of hesitation, the bond markets are once again buzzing with activity. This time, it's to fuel the ambitious plans of corporations looking to expand through mergers and acquisitions. Investors are showing renewed confidence, pouring their money into corporate bonds. This shift marks a significant change from last year's cautious stance. It's a clear signal that the appetite for major M&A deals is back, and with it, the mechanisms to fund these expansive endeavors. Why does this matter for businesses and investors alike? First, it indicates a robust recovery and optimism in the economy, encouraging companies to pursue growth through acquisitions. Second, for investors, it's an opportunity to back these ambitious plans, potentially reaping the benefits of the enhanced value these mergers can create. As we navigate this resurgence, it's crucial to stay informed and agile. The landscape of M&A is dynamic, and with the bond markets bustling, the possibilities are vast. Let's keep a keen eye on how these developments unfold, ready to seize the opportunities they present. For those involved in M&A Analytics, Data Analytics, and Due Diligence, this is your arena. The game is changing, and your expertise is more valuable than ever. Stay ahead, stay informed. Check this out: https://lnkd.in/e3Yz2-r6

Private equity firms pivot away from traditional buyouts https://on.ft.com/46mSogz Financial Times William Louch Apollo Global Management, Inc. Blackstone #privateequity #investments #infrastructure #markets #investing #credit #finance #business #mergersandacquisitions

An Opportunity in a Volatile Environment... Distressed asset management and liquidation are crucial processes in the world of finance, particularly during economic downturns or corporate insolvency. When a company faces financial distress or insolvency, its assets may need to be sold off to repay creditors or investors. This can involve selling off physical assets like property or equipment, as well as financial assets like stocks or bonds. One common method for liquidating distressed assets is through auctions, either physically or online. These auctions bring together potential buyers who bid on the assets being sold. Overall, auctions play a vital role in the liquidation of distressed assets, providing a transparent and efficient mechanism for selling off assets and repaying creditors. Distressed asset management and liquidation are complex processes that require careful planning and execution. It's essential to assess the value of the assets being sold properly and to attract potential buyers to maximize the sale proceeds. Success in distressed asset investing requires experience, accurate assessment of distress and opportunity, and effective value realization strategies. Experienced investors may employ various strategies such as purchasing distressed debt at a discount, restructuring non-performing loans, implementing asset turnaround strategies, engaging in complex transactions, and leveraging trusted industry names for off-market deals. Rehabilitating distressed assets demands legal knowledge, investment agility, and asset management skills. The recent surge in interest rates may lead to distressed asset sales, presenting opportunities for well-capitalized operators. Individual investors may also access these opportunities passively. Although we are not currently in a recession, a unique opportunity is emerging in the market. Interest rate hikes have increased the cost of capital for businesses, potentially leading to distressed asset sales. While economic indicators may not show distress, this situation could create investment opportunities in the future. Companies facing difficulties servicing debt due to rising interest rates may be forced to sell assets, presenting opportunities for investors. -------- QLA is a media-tech-enabled consulting company. We specialize in creating sustainable corporate finance. We help companies and institutions with the following: 1) Raising capital for funds and different projects 2) Providing investors and VCs access to great returns and exclusive deal flow in overlooked markets. 3) Transactions (M&A) 4) Funding through grants 5) Developing benefits and pension packages that adhere to ESG regulations and directives -------- Don't forget to ♻ so that others can also benefit. Share your thoughts down below #qla #business #opportunities #assets

Thunderbird Corporate Finance is proud to announce the arrangement for financing on a “Partner Buyout” in the amount of $1.3 MM. The company had 3 Partners prior to this transaction, two Key Employee and one Private Equity partner. Two working partners, owning 43%, were looking to buy out the 57% ownership of the PE Firm. As the company was re-investing into a new division the NOI was negative without adding back in the Capital Investment into the new division. Thunderbird was able to find a lender that would “Add Back” this development to reflect a truer cash flow of the company.  With more businesses selling and or internal partner / family transactions, Thunderbird has a unique long term track record in structuring and finding the right lender for Corporate Financing Transactions: Acquisitions / Buyouts and Debt Restructuring. “When the Bank Says No – Let us Know” #Partnerbuyout #Businessfinancing #workingcapital

In Pitchbook, White & Case Debt Finance partner Justin Wagstaff examines how private equity firms are under increasing pressure to use more equity to finance their add-on acquisitions because of concerns that taking on more leverage will increase the cost of existing debt on their platform investments. https://ow.ly/NxIJ50PnZzX

Eventually you still have to pay the piper… ““From larger companies to those in the lower-mid market, there are many more discussions about junior financing — whether that’s HoldCo PIK, mezzanine or preferred equity,” says Alex Griffith, a partner at law firm Proskauer Rose. “HoldCo PIK used to just be an additional slug of money up front to get a deal over the line. Now, people are realizing it solves many different issues.” (…) Junior financing is becoming popular, too, for specialist lenders attracted by returns that can run as high as 15% or so. Oaktree Capital Management (OAKTRZ), alongside its dedicated mezzanine funds, is looking to raise more than $18 billion for what would be the largest private credit fund. It will pursue opportunistic investments. HPS recently closed a junior debt fund with $17 billion of capital available. (…) PIK debt typically pays about 125-150 basis points above senior debt and preferred equity pays around the mid-teens on average, according to several bankers. For buyout firms, that may be a price worth paying if it lets a deal go ahead in a moribund M&A market. (…) Subordinated debt can also be used by private equity firms to refinance the existing borrowings of portfolio companies. Higher rates and lower earnings threaten to make it impossible for some businesses to keep paying interest on the same amount of debt, but PIK lets them delay repayments so it doesn’t immediately strain cash flow.”

Private equity buyers led the way in record-breaking M&A activity in the wealth advisory space for the first third of 2024. Read Today’s ViewPoint from John Orsini and learn more about deal drivers and trends for April, plus an outlook on the remainder of 2024. #MarshBerry #WealthAdvisor #WealthManagement #MergersandAcquisitions