Dan Marcus’ Post

What is a Repeat Offering Securitization Entity (ROSE)? A Repeat Offering Securitization Entity (ROSE) is a special purpose financial structure designed to conduct multiple securitization transactions. It functions like a shelf company, allowing issuers to efficiently issue tranches of asset-backed securities (ABS) on an ongoing basis. Here are some of the key benefits of using a ROSE: Increased Efficiency: Reduces the administrative burden and costs associated with setting up a new legal entity for each securitization transaction. Standardization: Streamlines the process by creating a standardized structure for issuing ABS. Investor Familiarity: Investors become familiar with the ROSE structure, potentially leading to faster deal execution and potentially lower issuance costs. Let me know in the comments if you have any questions about ROSE or securitization in general. #securitization #structuredfinance #ROSE #capitalmarkets

🔍 **The Importance of Fairness Opinions in Continuation Fund Transactions** 🔍 In the evolving landscape of private equity, continuation fund transactions are becoming increasingly common as a means for managers to extend the holding period of their most prized assets and provide liquidity to investors. While these transactions offer unique opportunities, they also present complex challenges that require rigorous analysis and transparency. 💼 **Why Fairness Opinions Matter** 💼 Fairness opinions play a crucial role in continuation fund transactions by providing an independent assessment of the financial fairness of the deal terms. They serve as a key tool for: ✅ Protecting LPs' interests ✅ Enhancing transaction credibility ✅ Ensuring compliance with fiduciary duties At Houlihan Capital, we understand the intricacies of these transactions and the need for meticulous evaluation. Our team of experienced professionals is dedicated to delivering comprehensive and unbiased fairness opinions, helping you navigate these complex deals with confidence. 🌟 **Why Choose Houlihan Capital?** 🌟 With a robust track record in the valuation and investment banking sectors, Houlihan Capital stands out for its: 🔹 Expertise in continuation fund transactions 🔹 Commitment to rigorous analysis and transparency 🔹 Deep industry knowledge and experience As your trusted partner, we provide the insights and assurance you need to move forward with confidence in your continuation fund transactions. 📞 **Get in Touch** 📞 If you're considering a continuation fund transaction and need an expert fairness opinion, reach out to me at [email protected]. Let's work together to ensure your transaction is fair, transparent, and in the best interests of all stakeholders. #FairnessOpinion #ContinuationFund #PrivateEquity #InvestmentBanking #Valuation #HoulihanCapital #MergersAndAcquisitions #BusinessGrowth #valuationservices #privatecapital #fundoffunds

SECURITIES FINANCE The headline terms for a securities transaction we concluded recently 📈 Points to note: - the custody stayed with the investment manager - the trustee warranted not to sell down the investments without the prior consent of the lender - the documentation consisted of a facility agreement and a simple Jersey SIA #securitiesfinance #securitiesbasedlending #sbl #investments #listedsecurities #portfolioleverage

Turnaround Management Association’s Journal of Corporate Renewal recently published an article by Managing Director Rory Keenan that explores the special situations dual-track transaction process and how it applies in a market where rapid interest rate increases, inflationary pressures, and end-market drivers have created difficult refinancing conditions for many issuers. Read the full article at https://lnkd.in/e2KnvRuZ #PrivateCredit #InvestmentBanking #PrivateEquity #MergersandAcquisitions

Configure's @Rory Keenan has authored an insightful piece with @Turnaround Management Association’s Journal of Corporate Renewal, exploring the special situations dual-track transaction process. Read more below >

Corporate Accounts at Finior Capital 🏢 Take your business to the next level with Finior Capital's specialized corporate accounts. Enjoy personalized support and custom trading solutions designed for companies and organizations. Contact us today to explore our corporate trading solutions and services! #CorporateAccounts #BusinessTrading #FiniorCapital #ForexServices #CorporateForex #InstitutionalTrading #TradingSolutions #CorporateClients #TradingFlexibility #TraderOpportunities #CorporateSuccess #FinancialMarkets #ForexBusiness #TradeWithUs #FiniorTrading __ FX and CFDs trading involves a high level of risk, you may lose all your invested capital.

Summary of the Latest Bond Issuance by MUTHOOT FINCORP LIMITED. . . . #investmentreturns #investmentnews #financialwealth #investinginthefuture #investinginmyfuture #investmentgoals

I’m currently researching SPV providers across the USA and Europe. Your expertise and insights are invaluable to me. Which providers have you used and recommend? Any standout experiences or key takeaways? Looking forward to your expert recommendations! #SPV #SpecialPurposeVehicle #Finance #Investment #StructuredFinance #AssetManagement #FinancialServices

Private Credit BlackRock targets private credit growth with $12 billion HPS acquisition : asset class is expected to grow to $2.6 trillion by 2029 from $1.5 trillion at the end of 2023 : PRIVATE MARKETS PUSH : HIGHER FEES : HPS deal, which will create a private credit franchise with about $220 billion in client assets

U.S. Securities and Exchange Commission slaps Closed Loop Partners LLV, a RIA with $493mm in assets, with a $250,000 fine and censures them for failing to disclose certain conflicts of interest to its private fund clients (“Funds”) in violation of Section 206(2) of the Advisers Act, failure to comply with the Custody Rule and failure to adopt and implement written policies and procedures. Convergence’s Risk Score for Closed Loop during the infraction period was “Medium Watch” with high-risk business conditions detected in their Compliance, Operations and Service Provider risk categories.  Contact Convergence to learn more about how you can use our Non-Investment Risk profiles across 42,000 SEC and State registered investment advisers to support revenue growth, efficiency and effectiveness and identify and manage risk in your clients. https://lnkd.in/eKV4gCB4? #hedgefunds #privateequity #realestate #duediligence #riskmanagement #forensicaccounting #compliance #rias #fundadministrators #auditors #datascience #AI #venturecapital #duediligence #odd #forensicaccounting #fraud #riskmanagement #infrastructurefunds #investmentbanks #mergers #acquisitions