Private Equity Insights

JUNE 28, 2023

BC Partners’ investment committee became uncomfortable with the asking price after conducting due diligence on the business, one of the sources said. Apax bought a controlling stake in Ascential in 2008 when it was still known as EMAP, before listing the business in 2016 and selling its remaining stake the following year.

Bidding 130

Bidding Private Equity Firms Private Equity Firms Due Diligence 130

The Motley Fool

OCTOBER 3, 2024

Hedge fund purchases of Chinese equities reached the highest level seen since 2016, according to Goldman Sachs. "I so if you aren't prepared to do significant due diligence but still want exposure to China, I would suggest investing in an exchange-traded fund holding a basket of Chinese stocks instead.

Exchange-Traded Funds 130

Exchange-Traded Funds Due Diligence Hedge Funds Banks 130

The Motley Fool

DECEMBER 30, 2023

It has fallen precipitously since its 2016 IPO, including a 70% decline over the last three years. Nano Dimension said it could increase the offer amount subject to further due diligence. Nano Dimension (NASDAQ: NNDM) is one such stock. Nano Dimension renewed its bid in December, offering $16.50 billion to $1.2

Mergers and Acquisitions 130

Mergers and Acquisitions Investors Due Diligence Bidding 130

The Motley Fool

NOVEMBER 29, 2023

It averaged just over $9 million in assets under management in 2016, but at its peak in 2021, it reached just under $28 billion. However, this can cause you to abandon conventional investing wisdom, forego your due diligence, and put you at risk of losing money fast if the stock market reverses. 2020 to Feb.

Due Diligence 130

Due Diligence Funds Exchange-Traded Funds Education 130

Private Equity Wire

DECEMBER 2, 2024

If approved, AVJennings will be absorbed into Avid Property Group, a residential and industrial developer that Proprium acquired in 2016. Avid has been addressing Australia’s housing supply shortfall and recently entered the land lease housing market to diversify its portfolio further.

Due Diligence 52

Due Diligence Buyout Shareholders Stakes 52

BlueMind

DECEMBER 23, 2022

Perform your due diligence and do some side research, after all, it is your life’s savings that are on the line. Billions Drama Series (2016 – 2022). It is your advisor’s duty to explain and inform you exactly where and what is happening with your money.

Hedge Funds 98

Hedge Funds Due Diligence Finance Financing 98

Trivest Partners

DECEMBER 10, 2024

Firm Profile Based in Chicago Formed in 2016 Two Principals, 9 Advisors Areas of Focus Business Services B2B Products Niche Manufacturing Investment Criteria $3-7M EBITDA Engaged Management Fragmented Industries Q&A with Cory Sandrock What’s the firm’s origin story? What is your investment thesis or value proposition?

Companies 52

Companies Due Diligence Private Equity Firms Private Equity Firms 52

Clearlake Capital Group

SEPTEMBER 3, 2024

Steinberg was a M&A Tax Manager at Ernest & Young (EY), supporting private equity and corporate clients with tax due diligence, structuring and modeling. Mr. Kruger joined Clearlake in 2016 and supports several of the firm’s industrial, software & technology, and consumer platforms. Previously Ms.

Capital 49

Capital Due Diligence Taxes Finance 49

Pension Pulse

SEPTEMBER 12, 2023

Our job is due diligence, and for deals that require a level of speed that makes the due diligence difficult, well, we won’t do the deal. The numbers are a far cry from a peak in 2016 when more than 1,500 China-focused funds raised around $300 billion. I like to be able to sleep at night.” billion this year.

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

Private Equity Wire

JUNE 27, 2023

Among the 27% of respondents to integrate AI, all were doing so to improve deal sourcing, 92% portfolio management, and 85% deal due diligence (see fig. EQT Ventures’ investment thesis has been proven with nine investments fully sourced by Motherbrain, says the firm on its site.

Buyout 52

Buyout Due Diligence Startups Deal Origination 52

The Motley Fool

AUGUST 3, 2023

We run with no physical offices, and we've been enabled to grow all of our businesses without having to be dependent on bricks and mortar since inception, and Virbela has been a big part of that story since we started using their platform in 2016.

Due Diligence 189

Due Diligence Legal Debt Education 189

The Motley Fool

AUGUST 9, 2024

We believe that the opportunity existed to lead or co-lead the vast majority of our private loan investments, whereby we were able to directly manage the due diligence, the loan documentation, and the post-investment process. Some of it may end up moving into the fourth quarter. The economy can also change.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Debt 130

Trivest Partners

NOVEMBER 1, 2022

Beginning in 2016, we decided to exclusively focus on independent sponsor investing. With its larger team, Seneca can lead or assist the other independent sponsor(s) in model building, CIM and management presentation development, conducting due diligence, and other important execution items.

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 40

The Motley Fool

FEBRUARY 15, 2024

You go back to 2016 all the way through to the first quarter of 2023, Uber collectively racked up close to 30 billion in operating losses, so a lot of what they were trying to get people to focus on were those adjusted numbers. That's not what Uber is anymore.

Due Diligence 130

Due Diligence Assets Companies Amortization 130

The Motley Fool

MAY 21, 2024

Some of the regulations, we found very onerous to open up an investing advice business internationally in India, I'm speaking more for the team, which whenever I forward notes like yours to them, they say stuff like that, having done some of their due diligence but I hope the world continues to opening up. I really love India.

Venture Capital 130

Venture Capital Capital Due Diligence Investing 130

Pension Pulse

MAY 8, 2023

Blackstone told us "extensive pre-investment due diligence showed PSSI had industry-leading hiring compliance." But it seems, that diligence failed to find what was obvious to investigators watching a shift change in a parking lot. The Templeton Foundation of West Conshohocken, Pa.,

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

Pension Pulse

JANUARY 25, 2024

In 2016, she was named as a young, global leader by the World Economic Forum. An experienced entrepreneur and angel investor, Larizadeh-Duggan is best known for her work as the chief operating officer of the Kobalt Music Group. More recently, she served as a non-executive director of Barclays Bank.

Investors 59

Investors Funds Startups Assets 59

The Motley Fool

FEBRUARY 7, 2024

And he's already fairly familiar with the Company, did his due diligence and I can almost give to you, he will get it faster. If we looked at, say, the 2016 through 2019 period, we had some precursor certainly in the fall of tenants that were likely to close, and they were closing in fairly significant routes. That's helpful.

Debt 130

Debt Assets Capital Banks 130

The Motley Fool

MAY 1, 2024

and Canada property segment have expanded by over 440 basis points since 2016, the year following our Verizon transaction in the U.S. These insights have reinforced our understanding about asset location, competition considerations, and structural dynamics come together to create the potential for differentiated value creation.

Assets 130

Assets Leveraging Capital Debt 130

Private Equity Wire

JUNE 13, 2023

Livingbrdge first invested in the online ferry ticketing business in 2016 via its 2012 vintage Livingbridge 5 fund. Due diligence was undertaken by LEK, Deloitte and Intechnica. The management team were advised by Mick McDonagh of Liberty and Tim Hewens of Osborne Clarke. Like this article?

Due Diligence 40

Due Diligence Funds Investors Investing 40

The Big Picture

JANUARY 24, 2023

And the investment bankers at that time were just — every time we went to a meeting on due diligence, is this a good company or not, all they wanted to do was talk about the fee splits. So I’m proud of our role in it. I mean, we gave it a hard study and said no, but it was a wild time. Well, there’s 400 of fees.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consulting Consultants 59

Sara Grillo

FEBRUARY 13, 2023

According to an article by Larry Swedroe from 2016, controversial investments yield post abnormal returns, generally, and screening them out causes performance to suffer. Swedroe cites a study by Greg Richey from the Summer 2016 issue of The Journal of Investing. 2016, May). 2016, July 25). link] Richey, Greg.

Pension Funds 72

Pension Funds Investing Funds Portfolios 72

The Big Picture

FEBRUARY 28, 2023

And then in 2016, we were thinking a little bit more strategically about our business in the Americas, and I championed this project to open up a headquarters for the firm in Colorado and — RITHOLTZ: Away from Wall Street. Those are the people that we want to align with, as we’re going into due diligence.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

Pension Pulse

NOVEMBER 10, 2023

LongPoint Minerals, LLC and LongPoint Minerals II, LLC acquired their assets between 2016-2021. Exited our 2016 commitment to STAR Capital Partners III through a secondary transaction, generating net proceeds of €96 million. Received net proceeds of US$581 million from the sales of U.S. STAR Capital is a mid-market, U.K.-based

Investing 59

Investing Buyout Stakes Assets 59

The Motley Fool

FEBRUARY 18, 2025

Our due diligence identified meaningful opportunities to build on the size of mineral reserves and resources that already exist at the asset. So, 2025 would have, as a result, experienced lower gold production and then a rebound in 2016 and then still higher in '27. Just generally, is that still the concept?

Assets 130

Assets Due Diligence Liabilities Accounting 130

Pension Pulse

NOVEMBER 22, 2024

Cabanes joined the Canadian pension in March 2016 and left in October 2023. 12GW of contracts CDPQ initially invested $140 million in Azure Power in September 2016, taking a 21 percent stake in the company, before it went public. A further $100 million was invested in October 2018, lifting its stake to 40 percent. CDPQ became a 49.4

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds New York Stock Exchange Stock Exchanges 59

The Big Picture

DECEMBER 19, 2022

From his numerous SEC violations (“Funding secured”) to smoking weed on the Joe Rogan show to the misguided and wildly overpriced “due-diligence free” purchase of Twitter , one must question the quality of counsel he receives when making major decisions.

Due Diligence 126

Due Diligence Startups Legal Prospects 126

The Motley Fool

DECEMBER 22, 2024

In December 2016, Ethereum was trading around $5, which is roughly where Sui is trading right now. So, do your due diligence before investing in Sui, and keep your expectations in check. This cryptocurrency could soar even higher if it ever realizes its full potential as the next Ethereum. It is still a baby in crypto terms.

Due Diligence 246

Due Diligence Exchange-Traded Funds Prospects Funds 246