Carmignac’s Post

“We always say that we never want any one individual deal to account for more than a 1% to 2% hit to our NAV (net asset value).” Craig Chilton explains the risk management mindset that underpins our Merger Arbitrage strategies. The team evaluates opportunities to invest in merger and acquisition deals with the goal of containing any surprises or potential losses to one or two percent. Rather than investing a larger amount into any particular deal, the Merger Arbitrage team is guided by limiting itself to a “tolerable downside.” #arbitrage #portfolioconstruction #alternativeinvestments #investing #markets 

Why non-transparent managers are behind most failed acquisitions LINK: https://lnkd.in/enAwWkzK #BankingAndFinanceNews #MergersAcquisitions #MA #MandA Please Repost

Why non-transparent managers are behind most failed acquisitions LINK: https://lnkd.in/eyGQW5Sx #BankingAndFinanceNews #MergersAcquisitions #MA #MandA Please Repost

Attended the Alloya Corporate FCU Capital Markets Roundtable last week in Seattle where topics of economics, capital solutions, asset and liability management and mergers and acquisitions were discussed. Beyond traditional capital management, secondary capital and sale - leaseback provided opportunities to evaluate fortress balance sheet positions, required returns and current issuance and/or discount rates. Scale and efficiency will continue to be imperative as credit unions reevaluate the competitive landscape and differentiators, while giving consideration to growth strategies in a highly competitive and costly market for member acquisition. #economics #ALM #strategy #creditunions

This recapitalization of banks will trigger a range of offerings in the capital market such as, right issues, public offers, mergers and acquisitions, private placements, bond issuance, etc. Investors need to be selective as the outcome may be different for each bank, depending on the capitalisation option that they choose. Issuance of more shares through public offers, right issues, private placements or acquisition may not be too good for existing shareholders as it could potentially lead to share dilution. There may be opportunities in smaller banks that are potential targets for acquisition by bigger banks. Typically takeover targets see their share prices rise after a deal is agreed. On the fx side, we expect additional dollars to come into the system from foreign portfolio investors and strategic local investors as banks will explore all options for recapitalization.

At Bank Advisors, we specialize in offering tailored financial solutions to help banks and credit unions achieve peak performance. From strategic planning and risk management to mergers and acquisitions, our team provides expert guidance to support your institution’s growth and stability. Whether you need regulatory consulting or capital advisory services, we are dedicated to delivering personalized support that drives results. Learn more about how we can elevate your financial institution at www.BankAdvisorsLtd.com #BankAdvisors #Banking #Bankers #StrategicGrowth #RiskManagement #BankMergers #BankingExperts

🏆 Another testimony of our strong and relevant FIG franchise, with Société Générale 🔴⚫️ ranked among the top 2023 M&A players in Paris 🇫🇷. Let’s keep pushing! 🚀💫 Societe Generale Corporate and Investment Banking - SGCIB Leaders League #investmentbanking #financialinstitutions #mergersandacquisitions #banking #banque

After consecutive down years in the midst of economic and geopolitical uncertainty, the M&A market is now primed for a rebound into the second half of 2024. With deal volumes projected to increase, buyers and sellers must contend with the risk of post-closing disputes, and the high-stakes dispute resolution process that goes with it. Here are three post-acquisition dispute trends we are seeing and expect going forward, via Thomas Emmerling, PhD, CFA®, CVA® https://lnkd.in/guxpNKaD #mergersandacquisitions #MandA

New U.S. Merger Rules Would Weigh Heavily on Private Equity https://lnkd.in/ePbEK7mF #mergersandacquisition #privateequity #privateinvestment #finance #investors #investing #AxG #LokiGroup #LokiEquityVentures

New U.S. Merger Rules Would Weigh Heavily on Private Equity https://lnkd.in/epfhuecW #mergersandacquisition #privateequity #privateinvestment #finance #investors #investing #AxG #LokiGroup #LokiEquityVentures