The Motley Fool

MARCH 24, 2024

Twitter followed in 2013 but was later taken private by Elon Musk and rebranded as X. Snapchat and Pinterest went public in 2017 and 2019, respectively. Why go public after operating as a private company for so long? In 2012, Meta Platforms (then known as Facebook) made a big splash with its initial public offering.

Initial Public Offering 130

Initial Public Offering New York Stock Exchange Stock Exchanges Prospects 130

Walkner Condon Financial Advisors

MAY 1, 2023

Let’s talk about stock options that private companies offer and go through the pros and cons of each. You join a great company with an even better culture. You now own 10,000 shares of the company worth $200,000 but only paid $50,000 for them. With a publicly-traded company, no big deal!

Companies 98

Companies Taxes Liabilities Private Companies 98

The Motley Fool

DECEMBER 3, 2023

Put another way, over half of Berkshire Hathaway's value derives from private companies or businesses it owns outright. In its 2022 annual shareholder letter, Buffett said that the float grew from around $114 billion at the end of 2017 to approximately $164 billion at the end of 2022, helped by Berkshire's acquisition of Allegheny.

Stakes 130

Stakes Taxes Conglomerates Shareholders 130

The Big Picture

JANUARY 15, 2025

He’s founder and CIO of Capital Allocators, and since 2017, has hosted a podcast by that same name. His latest book is Private Equity Deals: Lessons in investing, dealmaking and operations from private equity professionals is out now. Ted Seides : Hedge funds often are quarterly liquidity, depending on the underlying.

Hedge Funds 59

Hedge Funds Venture Capital Due Diligence Funds 59

Axial

SEPTEMBER 5, 2023

In every episode, we aim to explore the vast world of small business M&A, interviewing both the proven and the emerging owners, operators, investors, and advisors whose strategies and methods for building successful private companies are being put to the test. If you enjoy the podcast, give us a review on Apple or Spotify.

Consulting 52

Consulting Consultants Private Companies Shareholders 52

Pension Pulse

DECEMBER 21, 2023

He shared this with me on this role: The leadership of CDPQ (on sustainability) has been there since 2017. The other part that is very important for us and that's where the puck is heading for institutional investors, is the engagement with our portfolio companies.

Mergers and Acquisitions 59

Mergers and Acquisitions Assets Pension Funds Leveraging 59

Pension Pulse

DECEMBER 6, 2023

CPPIB is one of the world’s largest investors in private equity, which has been an important driver of returns. It invests with external managers and also invests directly in private companies in North America and Europe. Among CPPIB’s holdings are large investments in the funds of US firms Blackstone and Apollo among others.

Pension Funds 59

Pension Funds Investing Assets Banks 59

Pension Pulse

JULY 24, 2024

Moving into 2023, he set a goal of reducing the pension’s PE allocation to 18 percent within three years, primarily by selling companies and exiting fund stakes via the secondaries market. These professionals had been trained to spot top private companies and PE funds, rather than to sell their investments.

Pension Funds 59

Pension Funds Buyout Stakes Finance 59

Pension Pulse

MAY 8, 2023

No pension fund wants to invest in private companies that abuse immigrant children. I still don't and when I see these flagrant abuses at private companies, I'd be even tougher on them, lawyering up and using private investigators extensively. How can this happen? Where did oversight fail?

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

The Motley Fool

OCTOBER 22, 2024

per share net of tax, related to impairment of an investment in a private company. We instituted a pricing team in 2017, and there is a team of about six people. This resulted in GAAP diluted earnings per share of $0.33 for Q3 compared to $0.08 billion compared to $1.65 billion at the end of Q2.

Taxes 246

Taxes Amortization Assets Capital 246

Advent International

APRIL 1, 2024

Key highlights: Nuvei, a global leader in payments, and Advent, a significant player in fintech private equity investing, join forces via all-cash transaction Shareholders will receive US$34.00 per share in cash, which represents a premium of approximately 56% over Nuvei’s unaffected closing share price of US$21.76

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Shareholders Legal Bidding 52

SuperAngel.Fund

JANUARY 19, 2024

In addition to the fund, Super Angel Syndicate provides an opportunity to contribute more, from time to time, into individual companies via special purpose vehicles (SPVs). Since 2017, the syndicate has deployed $8.4m across 25 investments into 16 companies. I estimate the current value to be $15.5m which represents a 24.6%

Startups 69

Startups Due Diligence Angel Investors Deal Flow 69

Zajac Group

OCTOBER 17, 2024

If you’re a business owner, partner, or investor in a private company, however, your paperwork might include a Schedule K-1 form (or just K-1, as it’s sometimes called). It’s worth noting that before tax rule changes in 2017, the K-1 deadline was April 15.

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 52

Advent International

APRIL 1, 2024

Key highlights: Nuvei, a global leader in payments, and Advent, a significant player in fintech private equity investing, join forces via all-cash transaction Shareholders will receive US$34.00 per share in cash, which represents a premium of approximately 56% over Nuvei’s unaffected closing share price of US$21.76

Securities and Exchange Commission (SEC) 40

Securities and Exchange Commission (SEC) Shareholders Legal Bidding 40

Pension Pulse

FEBRUARY 22, 2024

CDPQ's own public equities portfolio saw its performance "driven by growth stocks, as well as by large positions in Quebec companies, which performed well." The private equity portfolio was affected by interest rate hikes as well as by an increase in financing costs, which affected certain private companies.

Returns 59

Returns Pension Funds Assets Debt 59

Pension Pulse

APRIL 9, 2024

Like I said, in Canada, we are behind the student housing curve, we need a private company like Scape to set up operations here. QuadReal first became a real estate partner of CASL in 2017 and has held an indirect passive stake in the business since September 2020. “We The acquisition of the U.S.

Pension Funds 59

Pension Funds Education Leveraging Assets 59

Pension Pulse

SEPTEMBER 4, 2024

Blackstone and CPPIB will take control of AirTrunk’s growing portfolio of Asian data centres, which are occupied by companies including Google, Amazon Web Services, Microsoft and TikTok’s parent company ByteDance. A private company, AirTrunk is well capitalised to fund its development of data centres across the APJ region.

Investing 59

Investing Asset Management Stakes Assets 59

Pension Pulse

JULY 2, 2024

Moving into 2023, he set a goal of reducing the pension’s PE allocation to 18 percent within three years, primarily by selling companies and exiting fund stakes via the secondaries market. These professionals had been trained to spot top private companies and PE funds, rather than to sell their investments.

Pension Funds 59

Pension Funds Buyout Stakes Assets 59

Pension Pulse

AUGUST 17, 2023

In the first half of 2023, higher financing costs hurt the Caisse’s private-equity portfolio, which posted a return of 1.4 In the short term, the portfolio was constrained by higher financing costs, which influenced the performance of certain private companies,” the pension fund said. per cent, far below its benchmark of 7.2

Pension Funds 52

Pension Funds Assets Debt Finance 52

The Motley Fool

SEPTEMBER 10, 2024

But I put a lot of time into those essays, and they occurred over a long narrative arc of history, 2002-2017, 15 years worth of investing lessons in Motley Fool Stock Advisor and Motley Fool Rule Breakers. It was February of 2017, and at that point our team made a decision to discontinue essays at the start of our issues.

Investing 130

Investing Stock Market Stock Market Mutual Funds 130

The Motley Fool

SEPTEMBER 5, 2024

You have all of these companies are racing toward ever more powerful AI models, basically around the same architecture, which is based on something called a neural network, which is, again, a software loosely based on how the human brain works. It started to implement behind the scenes in Google search.

Education 246

Education Companies Leveraging Investing 246

The Motley Fool

JUNE 22, 2023

Do you feel like this reception maybe opens the door for some of those other big-name private companies out there? But for me, the way I implemented this is, when I started the newsletter The Profile in February of 2017, I was like, OK, this could go one of two ways. Matt Argersinger: I think that could be right, Dylan.

Mergers and Acquisitions 130

Mergers and Acquisitions Legal New York Stock Exchange Capital 130

Pension Pulse

JULY 4, 2023

Bentley has also faced uncomfortable headlines of late over the water company’s leakage record and her decision to give up her bonus but receive larger, separate payments, which was labelled a “PR stunt”. Thames Water is a private company, owned by a group of investors, with the largest being the Canadian pension fund, OMERS, with 31.8%.

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

The Motley Fool

SEPTEMBER 30, 2024

The date was August 9, 2017. Having been there with me in 2017, as we debuted the show. I think, after Space X, they're the number two most frequently launched private company. It's price tag. It's market capitalization Market cap. Well, to teach this lesson inexorably, and unforgettably, we invented a game. He is the OG.

Investing 130

Investing Companies Capital Investors 130

The Motley Fool

SEPTEMBER 8, 2023

Upon launching the plan in 2017, Kroger committed to donate 3 billion meals by 2025. C&S is one of the largest private companies in America today and an industry leader in wholesale grocery supply and supply chain solutions with a strong track record as a successful grocery operator retailer.

Banks 130

Banks Shareholders Capital Education 130

The Big Picture

AUGUST 8, 2022

So, you kind of trace the business models and you step back and ask, well, how is that working out for us, and the surveillance capitalism, what Zuboff calls, et cetera, was beginning to not work very well already in 2017, 2018. ADMATI: We’re at the mercy of these private companies. There are areas that can be restricted.

Banks 81

Banks Debt Finance Financing 81

The Big Picture

JUNE 13, 2023

But I would add, we had just gone public at the time, 2017. So that was in 2017, we went public on Euronext Paris. We launched our very first growth private equity strategy in 2017-2018, way before it has, as I said, become a must-have strategy for many managers and for many allocators. What was the attraction here?

Banks 59

Banks Asset Management Assets Capital 59

The Motley Fool

MARCH 25, 2025

On top of that, it owns dozens of private companies and nonmarketable securities. When Bank of America raised the dividend on its common stock in 2017, it became more profitable to own those shares instead of the preferred shares, and Buffett exercised Berkshire's warrants. portfolio is highly diversified.

Companies 241

Companies Portfolios Banks Investing 241

Private Equity Professional

FEBRUARY 27, 2025

Murphy has more than 25 years of experience advising clients across equity capital markets, mergers and acquisitions, debt advisory, special situations, financial sponsors, and private companies. Mr. Murphy holds an undergraduate degree in business administration from Georgetown University.

Mergers and Acquisitions 100

Mergers and Acquisitions Transaction Execution Investment Banking Investment Banks 100

The Motley Fool

FEBRUARY 1, 2025

The company also produces solid rocket motors for both offensive and defensive missiles. But why should investors care about Anduril if it's currently a private company? Since its establishment in 2017 (by, among others, Oculus founder Palmer Luckey and several Palantir alums), Anduril has raised in excess of $3.8

Initial Public Offering 113

Initial Public Offering Private Companies Prospects Capital 113

The Motley Fool

MARCH 12, 2025

Enter XRP, a coin that's issued by Ripple, the private company that created and operates the network. According to the company's leaders, in 2017 roughly 55 billion XRP were locked in escrow, and they're being unlocked at a rate of 1 billion XRP monthly.

Financial Institutions 130

Financial Institutions Banks Private Companies Investors 130

The Big Picture

DECEMBER 17, 2024

So this is where you also have more back seven, Microsoft, Google, OpenAI, these, some of the private companies and now xai and, and you know, there are six or six of these companies building these foundation models. This has been, I’ve been running this now 11 years. I’ve been 01:01:12 [Speaker Changed] 20.

Mutual Funds 52

Mutual Funds Finance Financing Investment Banks 52

Pension Pulse

FEBRUARY 11, 2025

Basically, they bought out private companies that operate airports, brought them in-house and called it their airport platform. At the time, the Canadian government was mulling the idea of selling airports, with media reports pegging the value of Torontos Pearson International Airport at $5 billion, but it didnt happen.

Pension Funds 59

Pension Funds Hedge Funds Stakes Assets 59