Private Equity Insights

AUGUST 16, 2023

Silver Lake has hired an investment bank to explore options for Global Blue, which include a sale or capital market transactions, the sources said. Read more Bain Capital buys Brazilian steakhouse chain Fogo de Chão in $1.1bn deal Private equity firm Bain Capital on Tuesday agreed to buy Fogo de Chão, in a deal people familiar.

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Private Equity Professional

OCTOBER 22, 2024

Percheron Capital has added Megan Lundy to its team as a managing director and head of investor relations to lead the firm’s investor relations and fundraising functions. Lundy has more than 15 years of investor relations, capital formation, and investment experience. Prior to these positions, Ms.

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Private Equity Wire

FEBRUARY 20, 2024

Luxembourg-based private equity firm CVC Capital Partners is preparing to make its first big deal in Australia over 14 years after it closed its office there, with the acquisition of struggling employment services provider APM, according to a report by the Australian Financial Review (AFR).

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Pension Pulse

DECEMBER 14, 2023

Ontario Teachers’ initially invested in Shearer’s in 2012 and became a significant majority owner in 2015. Shearer’s has achieved this position by consistently delivering high-quality and innovative products while expanding its market presence,” says Raymond Shiu, managing director of private capital at Ontario Teachers’.

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The Motley Fool

FEBRUARY 15, 2024

That type of rate volatility makes it exceedingly difficult for buyers and sellers of commercial real estate to establish pricing, determine their cost of capital, and compute an IRR on the sale or acquisition of an asset. We also expanded Zelman's investment banking capabilities into the commercial market in 2023.

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JMI Equity

OCTOBER 1, 2024

Prior to joining JMI, Larry was an analyst in the multi-industries group in the investment banking division at Merrill Lynch & Co. Suken Vakil , Partner, joined JMI in 2012. Suken is responsible for sourcing and evaluating investment opportunities as well as providing strategic and operational support to portfolio companies.

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Pension Pulse

JULY 11, 2024

For decades the private equity model seemed unassailable, transforming the industry’s image from Barbarians at the Gate to crucial pillar of capitalism. We’re seeing a slow-grinding implosion of this titanic asset bubble that started in 2012,” says Dan Zwirn, CEO at Arena Investors. Surging borrowing costs have stalled that engine. “On

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American Investment Council

OCTOBER 15, 2024

Former owner Rick Walter, who retains a 25% stake, says the investment “has taken a lot of stress out of the business.” ” With the added capital, Rite Way expanded services, added more trucks, hired more workers, and invested in apprenticeship and training programs for technicians.

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Pension Pulse

MAY 23, 2024

The eight largest pension managers oversee more than $2 trillion in assets, and a fiery debate has erupted around whether they invest enough of that vast pool of capital in Canadian companies, infrastructure and innovation. We want to be seen and used as sort of a signature of what we call ‘constructive capital.’

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The Big Picture

APRIL 18, 2023

Even when you read that announcement from — that was 2012 — RITHOLTZ: 2012. BARATTA: — we’re probably three times the size as we were in 2012. You get paid for the incremental risk that you’re taking in a more leveraged capital structure. It’s attracted a lot of capital.

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The Big Picture

OCTOBER 31, 2023

Typically, when you’re invested in, in a hedge fund or private equity, you agree to be locked up for a certain period of time. There are occasional windows or gates that open and you could take some capital out. Generally we have a one to maybe two year lockup where you can, you can’t access that capital.

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Sara Grillo

MAY 8, 2023

Policy lapse results in phantom income tax on the entire amount of the capital gain in the policy, plus there is the disappointment of having an asset you counted on (maybe to retire) go to zero. The fair market value of the cap is what the carrier paid the investment bank to buy the 10% cap. Here’s why that stinks.

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The Big Picture

JULY 24, 2023

And so for the longest time, I actually thought that my unconventional background, I wasn’t an Ivy League student, I didn’t train at an investment bank, I wasn’t working for a hedge fund, I started my career as a bank teller. In 2012 Facebook went public, the IPO flopped. RITHOLTZ: That’s right.

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The Big Picture

SEPTEMBER 26, 2023

 The transcript from this week’s, MiB: Armen Panossian, Oaktree Capital Management , is below. Armand Posiion is head of performing credit at Oaktree Capital Management, where he works with the likes of, of Bruce Kosh and Howard Marks. We returned a lot of capital. Another extra, extra special guest. The sector was perfect.

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The Big Picture

APRIL 11, 2023

DAMODARAN: Capital gains then were taxed with 28 percent. Since 2004, the tax rate on dividends and capital gains is 15 percent, 18 percent, 21 percent. And then in 2012, I think Berkshire Hathaway initiated its buybacks with a cap, which is, you know, that they will do buybacks as long as the price was less than intrinsic value.

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The Motley Fool

FEBRUARY 1, 2025

The Invesco S&P 500 Equal Weight ETF eliminates concentration risk The traditional S&P 500 is weighted by market capitalization. Indeed, the investment bank predicted in 2012 that the S&P 500 would return 8% annually in the next decade, with a possible bear case of 4% annually and a bull case of 12% annually.

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The Motley Fool

DECEMBER 21, 2024

These names also not only offer inflation-beating dividend growth, but solid capital appreciation potential as well. Rather, it's a real estate investment trust, or REIT for short. There's a reason it's the nation's single-biggest bank , boasting nearly $3.6 Agree Realty Agree Realty (NYSE: ADC) technically isn't a stock.

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The Big Picture

JANUARY 7, 2025

The transcript from this weeks, MiB: Sunaina Sinha, Global Head of Private Capital with Raymond James , is below. Sina Sinha is the global head of Private Capital Advisory group for Raymond James. Ena has a unique perch in the world of not only venture and angel investing, but most especially private equity and private capital.

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The Big Picture

AUGUST 23, 2022

BILL BROWDER, FOUNDER, CEO OF HERMITAGE CAPITAL MANAGEMENT: Well, I should just back up one step further which is a little bit on my family background which is what got me interested in all this European stuff. They were not especially supportive until you found one champion who managed to get you a nice pool of capital to invest.

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The Big Picture

FEBRUARY 17, 2025

So when I resigned from JP Morgan to pursue my MBA at Harvard, I applied to and got accepted into Morgan Stanley’s MBA fellowship within the investment bank. Within the investment bank. And so I decided to join the capital markets group and specifically I was part of the convertible debt group.

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The Big Picture

JANUARY 23, 2024

Barry Ritholtz : 00:02:14 [Speaker Changed] Did you do for the campaign in oh eight, and then what’d you do in 2012? And it seems in venture capital, there are many paths to, to heaven, right? And every asset class of capital from, you know, private equity to growth to debt will have to play a role. And so we did that.

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The Big Picture

FEBRUARY 11, 2025

He’s also worked in both private equity and venture capital as well as running his own firm. So you end up at Altamont Capital Partners, which at the time was running about three and a half billion dollars. It was a spin out from a now much larger firm called Golden Gate Capital. Really, really interesting.

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The Big Picture

OCTOBER 31, 2022

SCHWARTZ: My girls, when they’re in their 30s, they’re going to be getting their capital. There’s a lot of people writing about that back in 2012, 2013, that they started selling at a premium multiple to the market, which is very obviously not the case today. We have the same capital as before. RITHOLTZ: Right.

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The Big Picture

OCTOBER 3, 2023

We had some very good markets going on in the commodity space, and we were able to capitalize on those things in the early two thousands after I would say the.com bubble had burst, you know, I was asked to go over and run the equities business. And realized that, look, we had one of the most unbelievable capital markets syndicate shops.

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The Big Picture

FEBRUARY 7, 2023

So, I graduated from business school in 1987 and went to GE Capital for two years, financing leveraged buyouts. And I also spent a year there, working for the chief credit officer at GE Capital, learning all the different business lines at GE Capital. RITHOLTZ: So, you go from GE Capital to Lazard next. RITHOLTZ: Right.

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The Big Picture

JANUARY 31, 2023

So a lot of the investment banking analysts had already lined up their gig. And I think in September of that year, Bank of America Merrill Lynch, at that point, hired Ethan Harris, who I think he was at Lehman Barclays. And so I worked with him until 2012. But, you know, think about capital spend, I mean, right?

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The Motley Fool

MARCH 18, 2025

It was just fielded here at the beginning of the month and they saw that the outlook for business conditions over the next 12 months fell to the lowest level since November of 2012. But we're seeing a lot of price cuts from investment banks across the board, at JP Morgan , Wells Fargo , a lot of folks piling on right now.

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