🎄✨ Happy Holidays from all of us! ✨🎄 As we wrap up another incredible year, we wanted to extend our heartfelt thanks to you, our #LinkedIn community, for your continued support and engagement. Your interaction and engagement in 2024 inspired us to share even more #insights and #case studies in #2025 through this channel! This year’s #achievements wouldn’t have been possible without our amazing #clients, who trusted our teams of consultants in #Europe and the #United States to support their financing and treasury projects. We also wanted to express our gratitude to our valued #partners, #bankers, #lawyers, #vendors, and #payment service providers, who have also been instrumental to our success. Here’s to a bright year ahead, filled with innovation, collaboration, and perfectly tailored #solutions to our clients’ needs. See you in 2025! 🎉 #HappyHolidays #ThankYou #Teamwork #SeeYouIn2025
Redbridge Debt & Treasury Advisory’s Post
More Relevant Posts
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Great insights from my colleague, Alisa Wood, on the current state of Private Equity and the questions we are hearing/addressing most in the Private Wealth space:
It’s been a busy start to 2024 with lots of great conversations among clients and colleagues around the world. These days, I’m focused on engaging the #privatewealth community to help them gain a better understanding of opportunities for their clients and to learn about their pain points. There’s a lot of enthusiasm for #privateequity within this channel, so I wanted to share some takeaways coming out of my recent roadshows: 1. Major innovations in traditional fund structures are bringing more investors to private equity. The benefits of #alternatives in a diversified portfolio have long been clear, but innovative delivery vehicles are getting clients – and the advisors they’ve come to trust – more interested in exploring asset classes which were traditionally difficult to access. 2. Not all funds or managers are created equal. Clients are digging in with more precision than ever. They are asking smart, sophisticated questions to understand how returns stack up and the dependence on leverage (or cheap debt) versus real operational value creation. Now is the time for managers to focus on driving value. 3. GPs and LPs are laser focused on current #interestrate levels and the availability of financing. There remains a concern that there will be downward pressure on returns for those who cannot access the same levels of financing with the record low rates they had in the past. Time-tested managers are seen as the “safe pair of hands,” and firms like KKR are being tapped for their insights and thought leadership during these uncertain times. 4. Lower recent realization levels continue to be an area of focus. I’m regularly asked if we expect to see realizations pick up in 2024. Is the IPO market open and functioning? Is financing there for GPs to buy from other GPs? Are large corporates still buyers in this market? How important is the quality of the asset and the reputation of the GP? These are all topics of conversation in many of my meetings, and we’re working hard to provide our clients with the best guidance on these questions. 5. Valuation trends remain a hot topic. Transaction activity is expected to pick back up in 2024 as interest rates plateau and the gap between buyer and seller expectations continues to tighten. However, where values will settle in a more expensive financing environment remains an open question. At KKR, we continue to be highly selective and focus on linear deployment into companies where we can create meaningful value over the course of our investment.
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Great insights from my colleague, Alisa Wood, on the current state of Private Equity and the questions we are hearing/addressing most in the Private Wealth space:
It’s been a busy start to 2024 with lots of great conversations among clients and colleagues around the world. These days, I’m focused on engaging the #privatewealth community to help them gain a better understanding of opportunities for their clients and to learn about their pain points. There’s a lot of enthusiasm for #privateequity within this channel, so I wanted to share some takeaways coming out of my recent roadshows: 1. Major innovations in traditional fund structures are bringing more investors to private equity. The benefits of #alternatives in a diversified portfolio have long been clear, but innovative delivery vehicles are getting clients – and the advisors they’ve come to trust – more interested in exploring asset classes which were traditionally difficult to access. 2. Not all funds or managers are created equal. Clients are digging in with more precision than ever. They are asking smart, sophisticated questions to understand how returns stack up and the dependence on leverage (or cheap debt) versus real operational value creation. Now is the time for managers to focus on driving value. 3. GPs and LPs are laser focused on current #interestrate levels and the availability of financing. There remains a concern that there will be downward pressure on returns for those who cannot access the same levels of financing with the record low rates they had in the past. Time-tested managers are seen as the “safe pair of hands,” and firms like KKR are being tapped for their insights and thought leadership during these uncertain times. 4. Lower recent realization levels continue to be an area of focus. I’m regularly asked if we expect to see realizations pick up in 2024. Is the IPO market open and functioning? Is financing there for GPs to buy from other GPs? Are large corporates still buyers in this market? How important is the quality of the asset and the reputation of the GP? These are all topics of conversation in many of my meetings, and we’re working hard to provide our clients with the best guidance on these questions. 5. Valuation trends remain a hot topic. Transaction activity is expected to pick back up in 2024 as interest rates plateau and the gap between buyer and seller expectations continues to tighten. However, where values will settle in a more expensive financing environment remains an open question. At KKR, we continue to be highly selective and focus on linear deployment into companies where we can create meaningful value over the course of our investment.
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Happy Friday! Here’s your weekly Top 10 News Stories. 🗞️ 🟢The #factoring sector saw improved sentiment in 2023, despite challenges in retail and trucking, with job gains continuing in 2024, but concerns over consumer spending and inflation led to decreased factoring volumes. 🟢PitchBook reports that US #venturecapital firms are experiencing turnover, reflecting changes in fundraising and investment focus. 🟢On the other hand, #privateequity firms seek approval to borrow against assets, raising investor concerns. 🟢FloQast, a leading fintech specializing in accounting software, secured $100 million in Series E funding led by ICONIQ Growth. More below. 👇🏼 ——— At AXIS Capital Markets, we specialize in global #debtplacement and private market #secondaries for VC- and PE-backed companies. Learn more about us here: www.axisgroupventures.com.
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🚀Celebrating a Milestone: Returning Capital to Our Investors - 100% Funded from Our Own Growth!🚀 We are excited to announce a major milestone in our journey: we are returning capital to our early investors, fully funded through internal accruals. As a home grown company, which began operations 7 years ago, we followed the traditional approach of funding our growth from revenues generated. We have simultaneously met the twin objectives of achieving rapid growth combined with building a profitable business. Our focus on developing innovative products has allowed us to meet specific market needs. For example, our Global Bank Accounts empower customers to efficiently manage international payables and receivables. We have built payment highways which facilitate real-time payments in multiple countries across the globe. We cater to consumers, businesses, and financial institutions with an easy-to-use technology platform that delivers an unparalleled customer experience. Our distinctive work culture emphasizes collaboration by replacing the words “I” and “But,” with “We” and “And” to foster teamwork and build on each other’s ideas. This capital return highlights the strength of our business model, our disciplined growth approach, and our commitment to sustainability. We are immensely grateful to our investors, customers, and employees for their trust and support in achieving this success. #MilestoneMoment #InvestorAppreciation #SustainableGrowth #LongTermVision #Gratitude #BusinessJourney #GrowthMindset Deepika Deshpande, PhD Sanjiv Malhotra Shefali Garg Rajkumar Muthuswami PMP® Sreekrishnaa Srikanthan Nikhil Agrawal Scott Dale Tony Leung (MAICD)
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From maintaining liquidity to seizing opportunities, diversifying revenue streams protects businesses from the ups and downs of the economy. Watch full video on https://ow.ly/9BiN50RjcAa and join the conversation today! Click https://ow.ly/921S50RjcAc to start investing. #CashFlowManagement #PassiveIncome #NaboCapital
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As 2024 winds down, we at Allshares are already setting our sights on 2025. We have asked some of our colleagues what trends they believe will have the biggest impact on the compensation landscape in the year ahead. Read on for some of our predictions: #Allshares #Payattention #Compensationmadesimple #Predictions2025
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Tactical Alpha Strategy | This Week's Analysis - Justin Collazo The SPX still managed to close at an all-time high (ATH) closing price. We will repeat because it bears repeating: “ATH’s are bullish.” If the market were so concerned with the stronger payroll numbers, would we have closed where we did? We’d venture to say no, but there are other forces at play, most specifically large-cap tech weightings clouding that comment. Read full story here: https://buff.ly/3VB630R For more information on our #tactical #alpha #strategy product, and other Aletheia Capital research, please contact info@aletheia-capital.com #investments #advisory #ideas #fintech #InYourCorner
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Shift Connect makes managing your international finances a breeze. Forget about high bank fees and long waits—our platform lets you send money across borders in just a few clicks. Choose a self-serve approach or work directly with our dedicated relationship managers to plan strategies that meet your unique financial goals. With real-time currency rates, competitive pricing, and secure transactions, we’re here to simplify your global payments, whether you’re investing abroad, sending money to family, relocating, or protecting your savings. 🌍 Learn more about how we support private clients here: https://lnkd.in/gmzKj9ZH #forex #globalpayments #shiftconnect #foreignexchange
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🚀Celebrating a Milestone: Returning Capital to Our Investors - 100% Funded from Our Own Growth!🚀 We are excited to announce a major milestone in our journey: we are returning capital to our early investors, fully funded through internal accruals. As a home grown company, which began operations 7 years ago, we followed the traditional approach of funding our growth from revenues generated. We have simultaneously met the twin objectives of achieving rapid growth combined with building a profitable business. Our focus on developing innovative products has allowed us to meet specific market needs. For example, our Global Bank Accounts empower customers to efficiently manage international payables and receivables. We have built payment highways which facilitate real-time payments in multiple countries across the globe. We cater to consumers, businesses, and financial institutions with an easy-to-use technology platform that delivers an unparalleled customer experience. This capital return highlights the strength of our business model, our disciplined growth approach, and our commitment to sustainability. We are immensely grateful to our investors, customers, and employees for their trust and support in achieving this success. #MilestoneMoment #InvestorAppreciation #SustainableGrowth #LongTermVision #Gratitude #BusinessJourney #GrowthMindset Atul Garg Deepika Deshpande, PhD Sanjiv Malhotra Shefali Garg Sreekrishnaa Srikanthan Rajkumar Muthuswami PMP®Nikhil Agrawal Scott Dale Tony Leung (MAICD)
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Another example of debt catching up to zero out the equity; - even with 26% ebitda - the 1.2B in debt can’t be serviced. - companies that have debt at 5-7% 2 years ago now have to service debt at 12-15%. - when interest rates are low - ebitda is king. But with high interest rates - it’s actually FCF (Free Cash Flow) https://lnkd.in/gm6izJQn
