3 Burst results for "Rob Brownies"

"rob brownies" Discussed on Bloomberg Radio New York

Bloomberg Radio New York

05:28 min | 1 year ago

"rob brownies" Discussed on Bloomberg Radio New York

"You so much. We appreciate that many parts of this economy are really, uh, expanding on the other side of this pandemic. As the US begins the long reopening process. One of those areas is mergers and acquisitions. We see that from the big investment banks, putting up some really blockbuster numbers over the last several quarters. We want to get the latest On the M and a market. We chat with Rob Brown, he's managing director and CEO of North America for Lincoln International, Rob. Thanks so much for joining us here again. We've seen some numbers out of some of the publicly traded investment banking companies talk to us. Give us your perspective of the M and a market as this. U. S economy really begins to reopen. Well, I think we have had and you've seen the numbers. As you mentioned. We've had a really, really active first half of the year in terms of number of merger and acquisitions transactions, But as importantly, Got a blockbuster values and it's our view based upon our activity at the second half is going to actually be more active than the first half. That's so interesting, too, because I was wondering how much this would become a feeble for the big banks. If you look at it. Goldman, JPMorgan Morgan Stanley. They each have the highest share in market share that they've had in a couple years. Goldman Morgan's JP Morgan more than 30%. And some of their other businesses, Rob are are going to struggle a little more than they had the last couple of months. Is M n a going to keep Wall Street popped up. Propped up Yeah, I think it's 100% is going to keep it propped up through the end of this year for sure and and likely in the next year, and there's a few reasons for that. I mean, if you look at just the conditions for a really Active in a market in terms of transactions and values. One We're still in a position where there's more capital sitting on the sidelines on the balance sheet of large corporate and sitting in private equity funds and other financial investors, there's more capital available than there are high quality companies to buy so that supply and demand imbalance. Is going to create high values and you layer on top of that a good number of deals that should have gotten done last year that were covid effective that are now springing back as the economy recovers, and then layer on top of that. Lot of businesses that left a normal gestation might sell in 2022 or 2023 beyond are being pulled into this year for fears over a material increase in capital gains rates coming out of the Biden administration. So you have You have a level of activity that is really just more than anyone year and putting on top of that, and again, I'm piling on her little If you look at where interest rates are, there's two effects of that One is death is essentially free for many of these folks. But more importantly, when interest rates are this low, the large institutional investors looking for return there just allocating more to alternative assets and one of the most attractive elements of alternative alternative assets. His private equity, so these firms can continue to raise more and more money and the more they raise, the more pressure. They have to spend it. Talk to us about valuations here, Rob. You know, I hear all this bullish talk. You know, all the drivers here for supporting Emina and I've seen in past cycles. Unfortunately, firsthand, In some cases, a lot of bad deals get done towards the end of a cycle. Give us a sense of kind of evaluations that you're seeing out there. We would say, um, really across every sector. They're the highest valuations we have ever seen. And you might say. In fact, I'll say it's very rare where we're selling the company that's not in the double digits of of of cash flow, multiples, multiples and And again, that's that's across the firm. And then there's some. We're seeing that are trading at 20, plus times, earnings or even d A, um so the and you You talked about it about the you know the potential with government subsidies ending and what that's going to mean for the consumer. But right now, all the businesses we're selling our way outperforming last year, and many of them are outperforming a budget, which was pretty aggressive budget coming in, so you have strong performance and a lot of it is. There's a lot of money pumped into this economy by the global central banks, and it's starting to take effect. Big cloud on the horizon, potentially, and we're not seeing it affect performance, And this is where you can see some of these businesses tighten up is inflation. Now that's something economist have been worried about and talking about for years, but there seems to be A little more concerned when you listen to the central panics, and the economists about it was all this money pumped into the economy is inflation going to become an issue here? Rob. Thanks so much for joining us really appreciate it. Getting your thoughts on the M and a business hot as ever Rob brownies and managing director and CEO of North America for Lincoln International, and We're going to see that starting next week with the companies that you covered so closely, Shonali will get a real good look at their, uh M and a business and pipeline record pipeline so far. Yeah, it's been interesting. And so again, uh, all the topics are there all the drivers that they're low interest rates. Lots of cash, maybe a little bit of a deal's postponed from last year. So all types of deals IPOs, mergers and acquisitions. Got to wonder what it means for job cuts. Got to be honest, Yeah, interesting, But maybe it's job creation for the investment banks. They need some folks to process all those deals. But again, it's really fascinating to pay attention to those big bank earnings that starts next week that Shonali will be covering right now. Let's sit.

Rob Brown 2022 2023 100% Rob Goldman last year next week Lincoln International JPMorgan Morgan Stanley second half next year JP Morgan Goldman Morgan 20 Emina two effects more than 30% one each
"rob brownies" Discussed on Lacey & Flynn Have Sex

Lacey & Flynn Have Sex

07:42 min | 1 year ago

"rob brownies" Discussed on Lacey & Flynn Have Sex

"Display lacy slash. We decided that maybe super long mission his though she needed right now and now is already in a very hot and pleasurable space so instead of easing things back and changing breathing and changing direction. We decided to just good through the come right there holding mike just catching my breath a little bit. Why don't we clean ourselves up and get cozy. Then we can chat about it though. Sounds nice. I feel like i want to have a on my special gaps cup of tease her turmeric and ginger and a tiny bit of honey with coconut oil on top. I wanna rob brownie and chai tea rod stewart. What about those brownies. That i made fee yet in the freezer. And the freeze yeah. I'll just eat my other. One and then fund made me a full tray rob brownies for mother's day even though he can't eat them because he's on gaps min sacrifice. Okay we'll be back. Oh my goodness it's giveaway time so we just launched this new podcast and we're giving away some free love. Lie is if the love that would be given my isn't enough already. We want to give you some stuff all right so basically what we're trying to do is we're trying to get a lot of five star reviews. People say you're not supposed to ask people for five star. Reviews subscribes. But i want to ask people for what i want. I want five star review. Were direct people. I want you to follow and subscribe and want you to share this. So if you offer us a review we are going to enter you in a giveaway to win some sweet shed and you can read all about that at lacy in flynn dot com slash. Podcast get a breakdown of what we're giving away. It's real stuff. Yeah stuff you're gonna like. Yeah don't just glaze pass this part like go. Give us a review. do it right now. Pause this gives us a review an comeback. We're watching we're waiting. We'll be dawar. We got you for waiting to her. Yeah right the five star. Ding ding ding. Oh we felt. The five stars is coming in las vegas so much. Now you're in the giveaway. Oh my god you could congratulations. Her name is in all my god. You did it you should turn you did a twice katie. It's you see johnny. Thanks bye we love you all but all right back. I just ate peanut butter toast with coconut oil and cinnamon. And i feel quite good and we were in the kitchen and i think we both had a momentary deer in headlights where we almost couldn't believe what we just did. I felt that way high fat that way in one way it was so simple. We did what we normally do. We held these black things. We'd long cables of the end but in another way it did change the experience but not kind of drastically in actually so true to us for another reason apart from the sharing the sex and breaking down and trying to help people and all that in that is just totally lost it is then sex. Brian hewlett cleveland countdown. She'll be six brain now gonna go to the other point about this. That makes it so authentic to us is that it's so simple and so powerful we really strive for simplicity in living room in a business with a messaging everything. We prefer simple and potent. It's so much easier to actually have sex and to just let people see what we're talking about all these years to actually like that's the most minimal listed approach is to be like here it is it feels like a threshold like we've just done something irrevokable. I mean once this is out in the world. There's something very final about that. And then simultaneously. It feels so liberating because to do this. It takes away any vestige or last remnant of shame or uncertainty or doubt around this thing that we're sharing and creating i mean it just is what it is. This is the act that brings us onto being it. Sex it's pleasure its connection. It is crazy that we all have such a deep wound around sex this act that is the essence of our lives that we you know that this will be shocking to many people and yet we are two people to puzder. We have kids. We've made kids. We've come from parents who had sex to make us like everyone's spending their whole lives in pursuit of saxon connection and love and here we are showing it as to you know consenting adults and it feels revolutionary and simultaneously totally normal and nothing nonchalant easy and also it feels. It feels like stepping run edge. Lacy sit in the kitchen that she felt like she discharged in the ocean but didn't know how to swim. It's cut really for us right now. We're gonna simplicity but also a massive nest to it Like what did we just do is have. We gone too far even for ourselves and we have pretty fine with sharing a lot of stuff but we just looking at each other. But i feel like this is. This is just hit. We had this idea and it still feels true. And i feel like the more that we do it. The less the microphones and the and the teachings jewelry sex gonna make an impact on the experience. So less is trolling it. Yeah and i mean you know. The show isn't entirely this. This will happen periodically. the show is about tons of other things associated and around sachs's not just showing inside of our our sex but this is an entry point and also coming back. Tell me how you feel now. What's your experience of your body now. And this is the most important part of slow up with. I feel i definitely feel like probably a lot. Younger key ally hunger or feel so much more clear i feel less stressed and less scattered. I feel very calm. Which is nice because of been dealing with a lot of internal rage lately trying to understand that because it was very out of character rage feelings. Come up for you during sacks at all. I feel like probably. It was even more heightened because we hadn't had sex for three weeks. Whatever it just felt like what you were saying there during our session that you heart was closed. Mahat was so closed and so so buried dandy but just saying you there and seeing your beauty again and your openness. I feel like that. Just helped basically illuminate my heart again..

las vegas five stars three weeks five star johnny Mahat mother's day two people katie six brain both one way Brian hewlett cleveland dot com twice One tons
"rob brownies" Discussed on SRB Media Podcasts

SRB Media Podcasts

04:53 min | 1 year ago

"rob brownies" Discussed on SRB Media Podcasts

"Anyway there were three a full of the big guys. Yeah who in the london press. David awasa would get the guidelines in the papers yet. Where it is locally you know ron ron idle the local press. You know said you. Rob brownies fingered. In a way. I loved him no because he was he wasn't the dow pay. You know some people use save was especially when these people you know we had to send to you. I'm sure i'm sure many is pressure mason's show that everyone went away so pleased around what did and and the way drawn approached it you know and so there is this thing going on rayleigh with the press. They win for aston villa. The london price they before they reached town and they wanted to switch to win the league. So you know i think. From ron point of view. Yeah he he was to overcome things as well. You know from the point of view credibility and 'unity you know a last game losing twice which which you know in the league of people sought while you lose twice the outcome you leak well. We won't all the others simply been a few years ago. I got A a phone call from a journalist in its geneva's writes in a book about year about this ritchie and he asked me to make a comment. Yeah in the book. So i i did the cover. The guy sent me a copy of the everything. So it's all the place talking about their experiences. Obviously they went onto win the iota. Pink fish through the great achievement for all of in the end. Yeah because you know they had such a a an eventual season. But it was interesting because when you read what everyone says you know. Everyone's we'd probably be the same what we should have won the league. We should've only you know. But but he didn't you know so. Little bit of narrative tried to put the thing right..

David awasa twice three aston villa london rayleigh Rob brownies ron few years ago london press ron ron mason pressure