Earnings Sentiment

Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.

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Sentiment Distribution

   

Earnings Call Transcript Word Cloud

     

Bullish Statements during Earnings call

Statement
It’s still a very solid pipeline, and we feel good about our prospects, but that’s where things stand right now
So generally speaking, if you look over the history of the whole firm, much of which was before we were public, but certainly since we have been 27.5%, which is where we sat for the quarter, is a very healthy margin
So to that extent, it is quite a good positive
Silvercrest adjusted EBITDA margin of 27.5% for the first half of 2023 remains historically healthy for the company and represents a 5.8% increase over the year-end of 2022 adjusted EBITDA margin
Silvercrest’s pipeline of new business opportunities remains robust
It speaks to a very healthy relationship with those clients
It’s nice to see markets recovering and a fair bit of new business activity in the pipeline for our capabilities
So we saw both meaningful inflows as well as meaningful uptick in the value of those assets
But if we pushed it down even to 24%, which is not what I am projecting, I am just talking generally and openly with you all, that would still be a very good EBITDA margin, but one that represents a margin after making investments that should drive faster growth in the future
The highest we hit was around 32.5% at the end of 2021 with the very high markets at that time as well as the fact that we got very significant performance fees
I hope you are doing well
That pipeline was quite historically high for the firm, which was good
Obviously, you saw a nice uptick in the quarter, looks like driven by net inflows
And of course, we are also always talking to potential compatible partners and firms, which would have the benefit of both revenue and EBITDA expansion if the terms were right, and it was the correct culture, and we engage in those conversations all the time
And then finally, from a client perspective, it does make fixed income and our fixed income capabilities more attractive, gives us yet another tool in the toolbox to help folks
Markets continued their recovery during the second quarter of 2023, with Silvercrest concluding the quarter with total assets under management of $31.9 billion and discretionary AUM of $21.5 billion
I think the normalized environment is good generally for capital allocation decisions and the economy at large and for companies
But nonetheless, given the small buyback, a relatively small buyback that’s ending and the cash that’s building, those higher, especially short-term interest rates, will benefit us with interest income, which we really haven’t had a meaningful way to-date
The firm’s total AUM increased by $3.2 billion or 11.2% over the second quarter of 2022 from $28.7 billion to $31.9 billion
Obviously, it speaks to the trust our clients have in us
Discretionary AUM, which primarily drives our revenue, increased $0.2 billion over the first quarter and has increased $0.6 billion or 2.9% for the first half of 2023
Good
So, in combination, everything accelerated faster than our investments
Discretionary AUM has increased $1.1 billion or 5.4% year-over-year since the second quarter of 2022
And given the fact that we haven’t hit the P&L or EBITDA for significant new hires or investments, so I think it is certainly sustainable
So we had a large fair value – we had large fair value adjustments a year ago, a reduction to that liability, which reduced our expenses
That’s an increase of $0.01 over our prior dividend payout
I’m not sure I’ve got it right here, but it’s up a good $100 million, maybe $150 million over last quarter, I believe
We have a very sizable cash position that’s building
I hope that helps
       

Bearish Statements during earnings call

Statement
We did have a loss of one of the things in the pipeline, which brought that number down from $695 million last quarter
Revenue of $29.7 million that represented approximately a 8% decrease from revenue of approximately $32.2 million for the same period last year
Revenue, for example, fell 9.9% for the first half of 2023 compared with 2022
And if we do so, we are going to bring that EBITDA margin down in the short-term until revenue follows those hires
While the business is improving, most of our metrics remain down on a year-over-year basis as markets recover
And that represented approximately a 10% decrease from revenue of approximately $65.7 million for the same period last year
As you may know, that market is slowing a bit
This decline in revenue affected adjusted EBITDA, adjusted diluted earnings per share
I know last quarter, you mentioned kind of nicely increased almost $2 billion but cited some slowness in the domestic search environment at the time kind of given more virtual meetings as opposed to in person
So that decline in the pipeline is really a mix of one, things we didn’t win as well as readjustment of the pipeline
I think as we adjust, that’s going to be a real issue about folks having to develop real earnings and growth rather than depending on what I was calling financial engineering and just continually rising market of whatever industry you are in
But the time it took was also perhaps obscured a bit by rising markets at the time
The bit that it came down for discretionary assets under management could well be a result of larger mandates and of course, the OCIO, which is institutionally priced
So, as markets have declined, you will often very much see our average basis points coming down with it because it just means more fixed income versus equity, not dissimilar to the comments I was making before, and that’s changed a bit
It’s been like this for a while and still feels a bit slow
This decrease was driven primarily by a decrease in the average annual management fee based on the mix of discretionary and non-discretionary assets
This decrease was driven primarily by market depreciation and net client outflows in discretionary AUM
And I would not be surprised to hit that by a meaningful amount
And I have mentioned the need to do so to drive our growth
That was unusual
   

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