Evergreen Park Capital’s Post

Initial public offerings (IPOs) are a major milestone for private companies going public. Before launching an IPO roadshow, companies are allowed to gauge investor interest and get feedback through Test-the-Waters (TTW) communications under securities laws. As an investor, it's important to understand what TTW communications entail and how to approach them. Read as an article: https://lnkd.in/g_ztYU4C Subscribe to TheSEC.AI today https://www.thesec.ai #TheSECAI Join our Discord https://lnkd.in/gKfM7_zU to #OpenSourceWallStreet #finance #investing #money #personalfinance #wealth #investment #stocks #trading #investing #investor #money #markets #entrepreneur #business #stockmarket #wealthbuilding #equities #fixedincome #commodities #dividends #portfoliomanagement #riskmanagement #assetallocation #financialliteracy

A new tool in the PE toolkit is emerging in the form of partial exits in order to keep liquidity high. Liquidity is always king in higher rate environments in order to be in position to pounce on future opportunities that come from the inevitable rate based distress. #beardownbrokerage #lowermiddlemarket #mergersandacquisitions #liquidity #warrenmorten #partialexits #sellsideconsulting #doughall

A great insight from Linklaters highlighting the growing interest from clients to incorporate listed and unlisted entities into the borrowing base of NAV facilities. The article explains the legal, regulatory, and commercial considerations for lenders and borrowers in setting up NAV structures, as funds seek to use their full asset base as security. Assisting on NAV financings involving mixed asset pools has shown how the proposed structure and recourse overlap with equity margin lending.

If you are a large private equity fund advisor or about to be, check out our blog post on the key changes to Section 4 of Form PF. 🔗 Read the full blog here: https://bit.ly/3XaJ7XI #privateequity #FormPF

In our latest Institutional Investors newsletter, we present the 2024 end-of-year roundup, highlighting four crucial insights for investors: 1. Emerging trends in continuation vehicles for private equity sponsors 2. The impact of ILPA guidance on NAV lending negotiations 3. Clarifications on whistleblower protections for limited partners 4. Navigating SEC scrutiny on transaction terms Read our alert: http://spr.ly/6049sPM9V #NAVLending #InstitutionalInvestors #SEC #TransactionTerms #ILPA

The Financial Crimes Enforcement Network, US Treasury took a step last week to bring #PE and #hedgefunds, as well as other investment advisors, under their regulatory scope. It will be interesting to see how this develops over the next 60 days. #antimoneylaundering #aml #fincen

🔎 Two worlds collided: Discover the legal, regulatory and commercial issues that need to be considered when structuring NAV facilities over both listed and unlisted equities. Find out more here 👉 https://lnkd.in/dTa46FS7 #FundFinance #NAVFinancing #MarginLending

The inclusion of listed equities in the borrowing base of a NAV facility can enhance borrowing capacity for funds whilst enhancing the lenders' position through increased liquidity and price transparency, and we have recently seen increasing interest from clients in this type of transaction. However, structuring a financing over a blended asset pool of this nature requires careful consideration and synthesis of concepts arising from both NAV financing and equity margin lending. In this article, we explore some of the key considerations when structuring and documenting this type of financing. If you are considering this type of financing or would be interested in discussing these structures and the potential benefits and challenges, please do reach out.

SPAC Feed: The number of securities class action filings increased in the first half of 2024 relative to the second half of… - https://lnkd.in/eWGZKi3X #SPACs #SPACNews #SPAC #IPO #markets #news #capitalmarkets #trends #goingpublic #finance #business

🚀 Big changes on the horizon for large private equity fund advisers The U.S. Securities and Exchange Commission's recent amendments to Form PF Section 4 aim to enhance transparency and systemic risk monitoring. Dive into our latest blog to understand how these updates impact annual reporting requirements and what they mean for the industry.📈🔍 🔗 Read the full blog here: https://bit.ly/3XaJ7XI #PrivateEquity #SEC #RegulatoryCompliance #FormPF #Finance #AQMetrics #EmergingRegulations #FinancialReporting