Pension Pulse

JANUARY 10, 2024

Right now, spreads and terms on new deal flow appear attractive, so lenders are being disciplined for the most part. Also, supply is cyclical and there will come a point where the bid-ask spread narrows and PE firms start to transact again.

Debt 59

Debt Investing Banks Assets 59

The Big Picture

SEPTEMBER 26, 2023

I had him on the show in 2015 and the thing that was so astonishing, 17.8% I mean, if you’re buying debt in, in, you name it company at 20 cents to 60 cents, and they’re owned by, you know, marquee private equity firms, what’s gonna happen with that? Just an incredible run.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Big Picture

OCTOBER 31, 2023

00:36:05 [Speaker Changed] So private equity firms tend to come in and take over running these companies. 00:45:53 [Speaker Changed] So where does your deal flow come from? They, they manage them, not what you guys do. It sounds like very competitive space.

Hedge Funds 62

Hedge Funds Mutual Funds Funds Due Diligence 62

The Motley Fool

APRIL 18, 2024

So control large scale private equity is part of it; U.S., Europe, Asia is part of it; Tactical Opportunities, more hybrid equity, part of it; life sciences growth, part of it; secondaries, infrastructure, some opportunistic credit. I would just frame this by saying, we set up our data science business back in 2015.

Assets 130

Assets Debt Banks Capital 130

The Big Picture

APRIL 4, 2023

You had a lot of the big buyout firms, they were doing the transactions in the ‘80s, in the early ‘90s. But, you know, these large firms were spinning off smaller private equity firms. And they were doing mid-sized deals. KENCEL: — as an equity partner, right? Private debt AUM has grown to $1.3

Private Equity Firms 57

Private Equity Firms Private Equity Firms Banks Finance 57

The Motley Fool

JULY 18, 2024

I have personally been active in this field since 2015. There's also a variable around the sort of the level of deal flow a year ago and the benefit that comes from buying those funds at a discount to the fund returns in the short term. But long term, overall, it is an outstanding track record.

Assets 130

Assets Finance Financing Capital 130