Trending Articles

article thumbnail

3 Things You Need to Know About HSAs in 2025

The Motley Fool

There are different accounts you can use to save money in a tax-advantaged manner. IRAs and 401(k)s are popular retirement savings accounts that offer different tax breaks. A health savings account, or HSA, is another account that's loaded with tax benefits. HSAs are a hybrid savings and investment account you can use to cover healthcare expenses. However, it's important to know how they work and how to manage yours efficiently.

Taxes 245
article thumbnail

Brigade and Macellum to acquire Family Dollar in $1bn deal

Private Equity Insights

NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United

Capital 241
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Cerberus Carves Votaw Precision Technologies from Doerfer

Private Equity Professional

Cerberus Capital Management has acquired Votaw Precision Technologies , a manufacturer of hardware and components for aerospace and defense platforms, from Doerfer Corporation. Votaw is a specialty manufacturer of complex components used in aerospace, defense, space, and maritime applications, including hardware for satellites, undersea vehicles, ground radar systems, and launch platforms.

Capital 130
article thumbnail

Van Lanschot Kempen hits €374m first close for third Europe PE fund, already 50% larger than predecessor

AltAssets

Van Lanschot Kempen Investment Management has raised 374m for the first close of its third Europe-focused private equity strategy. The post Van Lanschot Kempen hits 374m first close for third Europe PE fund, already 50% larger than predecessor appeared first on AltAssets Private Equity News.

Funds 95
article thumbnail

Navigating the AI Revolution: What Financial Advisors Need to Know

XY Planning Network

If Im being honest, when AI first came onto the scene, I felt overwhelmed by it, so I used it very sparingly. Last September, I attended Hubspots annual conference, INBOUND. The overwhelming message throughout the event was that AI is the future (and the now), and we must embrace it. When used correctly, AI makes us better and more productive at what we do.

article thumbnail

Could Buying JPMorgan Equity Premium Income ETF Today Set You Up for Life?

The Motley Fool

Some funds look weak at first glance. Then you click the little checkbox that enables a dividend reinvestment plan (DRIP), and the droopy fund springs to life. Those quarterly cash distributions can be game-changers in the long run when you reinvest them. Make your investments work smarter, not harder That's how it works with the JPMorgan Equity Premium Income ETF (NYSEMKT: JEPI).

article thumbnail

Morgan Stanley preps sale of €543m PNE stake, taps Goldman Sachs to gauge private equity interest

Private Equity Insights

NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United

Stakes 162

More Trending

article thumbnail

ZQ Capital concludes first closing of its flagship fund on $180m

AltAssets

ZQ Capital, a Hong Kong-based private equity firm dedicated to opening Asian markets for U.S. and European companies, has secured over $180m in commitments for the initial closing of its flagship ZQ 2024 fund. According to Fund Selector Asia, the capital comes from a varied pool of investors, including family offices and institutional entities across […] The post ZQ Capital concludes first closing of its flagship fund on $180m appeared first on AltAssets Private Equity News.

article thumbnail

New EY Report Shows Private Equity Strengthens U.S. Economy with More Jobs, Higher Pay, and Increased Investment 

American Investment Council

Includes State by State data on PE-backed jobs, companies, investment WASHINGTON, D.C. Private equity continues to play a crucial role in building the U.S. economy, fostering business growth, creating jobs, and strengthening industries across the country, according to the latest edition of a report released by the American Investment Council and Ernst & Young LLP (EY).

article thumbnail

You Need to Hear This Warren Buffett Quote About Saving Money

The Motley Fool

Image source: The Motley Fool/Unsplash Warren Buffett, famed investing genius and CEO of Berkshire Hathaway, has shared a lot of financial wisdom over the years, but one quote about saving money has stuck with me more than any other: Looking for a secure place to grow your savings? See our expert picks for the best FDIC-insured high-yield savings accounts available today - enjoy peace of mind with competitive rates.

article thumbnail

Bain Capital acquires Namirial from Ambienta in sustainability-focused SaaS deal

Private Equity Insights

NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United

Capital 162
article thumbnail

HCI Sells MSI Express to Nonantum Capital Partners

Private Equity Professional

HCI Equity Partners has closed the sale of MSI Express , a national contract manufacturing and packaging firm for the food and beverage industry, to Nonantum Capital Partners. MSI Express is a contract manufacturing and packaging partner of shelf-stable sauces, dry mixes, snacks, and beverage powders for national and multinational CPG firms, as well as mid-sized food companies.

Capital 130
article thumbnail

Olympus Partners pulls in $3.5bn for latest fund

AltAssets

Olympus Partners, a US-based investment firm, has raised $3.5bn for its latest private equity fund, Olympus Growth Fund VIII. The fund, the eighth institutional vehicle launched by the firm since its inception in 1988, includes discretionary capital pools and reflects robust backing from both long-standing and new investors. The Stamford, Connecticut-headquartered company, founded by CEO […] The post Olympus Partners pulls in $3.5bn for latest fund appeared first on AltAssets Private Equit

Funds 75
article thumbnail

Vestaron Raises Over $20M in Funding

FinSMEs

Vestaron, a Kalamazoo, Michigan-based global leader in the development of novel, peptide-based crop protection solutions, closed a funding round of more than $20m. The company will use the new capital to expand its commercial presence in key US and European markets and advance the development of additional peptide-based crop protection products. Led by Juan Estupinan, […] The post Vestaron Raises Over $20M in Funding appeared first on FinSMEs.

Funds 62
article thumbnail

3d Systems (DDD) Q4 2024 Earnings Call Transcript

The Motley Fool

Image source: The Motley Fool. 3d Systems (NYSE: DDD) Q4 2024 Earnings Call Mar 27, 2025 , 8:30 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings and welcome to the 3D Systems fourth quarter and fiscal year 2024 earnings conference call and webcast. At this time, all participants are in a listen-only mode.

article thumbnail

BlackRock breaks the 60/40 mold with bold push into retail private markets

Private Equity Insights

NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United

article thumbnail

Nestlé’s water unit draws flood of PE interest

Private Equity Wire

Private equity firms, including PAI Partners and Bain Capital, are evaluating potential bids for Nestls water business, which could be valued at 5bn ($5.38bn) or more, according to a report by Reuters. Clayton Dubilier & Rice (CD&R) and KKR have reportedly also been assessing the opportunity. Nestl announced in November that it would carve out its CHF3.3bn ($3.68bn) water division into a standalone global entity by 1 January 2025.

article thumbnail

Bain Capital buys Namirial stake from Ambienta, Tailwind Capital invests in Cloud for Good

AltAssets

Bain Capital has agreed to buy a controlling stake in Namirial, a provider of digital transaction management software, fromItalian private equity firm Ambienta. The post Bain Capital buys Namirial stake from Ambienta, Tailwind Capital invests in Cloud for Good appeared first on AltAssets Private Equity News.

Stakes 75
article thumbnail

Yutori Raises $15M in Seed Funding

FinSMEs

Yutori, a San Francisco, CA-based the company building personal AI assistants that automate everyday digital tasks, raised $15m in seed funding. The round was led by Radical Ventures, with participation from Felicis and angel investors Fei-Fei Li, Jeff Dean, Elad Gil, Sarah Guo (Conviction) and Sandhya Venkatachalam (Axiom), Amjad Masad (Replit), Akshay Kothari (Notion), Oliver […] The post Yutori Raises $15M in Seed Funding appeared first on FinSMEs.

article thumbnail

Palantir Technologies Is Down 27% From Its All-Time High. Is It Still in a Bubble?

The Motley Fool

Palantir (NASDAQ: PLTR) stock appeared to be in a bubble at the start of the year. Investors' expectations were incredibly high, and the valuation looked inflated. Following the hefty sell-off that hit most artificial intelligence (AI) stocks, however, Palantir is down 27% from its all-time high. Some investors may see this decline as a sign the stock may be ready to roar again.

Returns 244
article thumbnail

Blackstone explores $6bn exit from ISN Software amid surge in compliance tech demand

Private Equity Insights

NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United

article thumbnail

Private credit is ‘not a bubble’ despite rapid growth, says Apollo’s Zelter

Private Equity Wire

Private credit is not experiencing a bubble, and an economic downturn will not lead to “massive losses” for lenders in the space, according to a report by the Financial Times citing Jim Zelter, president of Apollo Global Management. Speaking at HSBCs investment conference in Hong Kong on Thursday, Zelter was bullish on how private credit, which has seen rapid growth in recent years, would perform in the event of a downturn.

article thumbnail

Falfurrias fund size jumps to $1.35bn with oversubscribed Fund VI close

AltAssets

Falfurrias Management Partners has closed its oversubscribed sixth flagship fund on $1.35bn, a 58% increase on its predecessor vehicle from 2021. The post Falfurrias fund size jumps to $1.35bn with oversubscribed Fund VI close appeared first on AltAssets Private Equity News.

Funds 72
article thumbnail

WunderGraph Raises $7.5M in Series A Funding

FinSMEs

WunderGraph, a Miami, FL-based creator of Cosmo, anopen-source GraphQL Federation solution, raised $7.5M in Series A funding. The round was led by Karma Ventures, eBay Ventures, and Aspenwood Ventures. The company intends to use the funds to expand operations and its development efforts. Led by CEO Jens Neuse, WunderGraph provides Cosmo, an open-source GraphQL Federation […] The post WunderGraph Raises $7.5M in Series A Funding appeared first on FinSMEs.

Funds 67
article thumbnail

Should You Buy Rocket Lab USA While It's Below $24?

The Motley Fool

Rocket Lab USA (NASDAQ: RKLB) has been on an incredible run, with its stock skyrocketing some 400% in the past year. The rocket company recently celebrated a record year for launches, solidifying its position as the second-most-utilized launch service in the U.S., right behind the industry giant SpaceX. The company plans to debut a larger rocket this year, which has the potential to enhance its profit margins and boost earnings significantly.

Prospects 189
article thumbnail

Blackstone taps Goldman Sachs leveraged finance head to lead European private credit origination

Private Equity Insights

NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United

article thumbnail

Keeping decarbonisation on track: Infranity’s investment in European rail

Private Equity Wire

Last year, global investment in the low-carbon energy transition hit a record $2.1tn, according to Energy Transition Investment Trends 2025. But, while investment is at an all-time high, growth is slowing a concerning trend considering a total of $200tn (about $7tn per year) is needed to hit net-zero by 2050, according to BloombergNEF. Decarbonisation is a sector known well to Infranity a specialist asset management company with 11bn AUM, formed as a strategic partnership between three Managin

article thumbnail

Oakley Capital races to €4.5bn hard cap Fund VI close, was oversubscribed within three months

AltAssets

Pan-European private equity investor Oakley Capital has shrugged off the volatile fundraising environment by racing to a 4.5bn hard cap close of its sixth flagship fund. The post Oakley Capital races to 4.5bn hard cap Fund VI close, was oversubscribed within three months appeared first on AltAssets Private Equity News.

Capital 59
article thumbnail

Crisp Acquires Shelf Engine

FinSMEs

Crisp, a NYC-based provider of retail data solutions, acquired Shelf Engine, a Seattle, WA-based artificial intelligence company specializing in demand forecasting and automated ordering. The amount of the deal was not disclosed. With the acquisition, Crisp will integrate Shelf Engines algorithms onto its collaborative commerce platform, helping retailers to optimize in-stock inventory across retailers, reduce […] The post Crisp Acquires Shelf Engine appeared first on FinSMEs.

article thumbnail

Did Robinhood Just Say Checkmate to SoFi?

The Motley Fool

In this video, I will talk about the recent updates regarding Robinhood Markets (NASDAQ: HOOD) and SoFi (NASDAQ: SOFI). Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices us ed were from the trading day of March 27, 2025. The video was published on March 27, 2025. Where to invest $1,000 right now?

Returns 246
article thumbnail

Madison Dearborn targets $3bn for Fund IX—its smallest fundraise since 1999

Private Equity Insights

NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United

article thumbnail

Optimizing Social Security: A Key Component of Retirement Planning

Covisum

One of the key elements in retirement income planning is understanding the role of Social Security. Many clients may view Social Security simply as an income source, but savvy advisors recognize its potential as a unique asset that can significantly shape a well-rounded retirement strategy. By effectively integrating Social Security into the planning process, clients can enhance their overall financial security in retirement.

Assets 52
article thumbnail

Golding already prepping second impact PE raise as debut fund in strategy hits €115.5m final close

AltAssets

Golding Capital Partners has reached a 115.5m final close for its first impact private equity fund, which will focus on climate technology companies in Europe and North America. The post Golding already prepping second impact PE raise as debut fund in strategy hits 115.5m final close appeared first on AltAssets Private Equity News.

Funds 59
article thumbnail

Tarta Labs Raises $4.5M in Pre-Seed Funding

FinSMEs

Tarta Labs, a Singapore based startup dedicated to building a next-generation anime IP ecosystem, completed a $4.5m pre-seed funding round. The round was led by BITKRAFT Ventures, with additional participation from The Spartan Group, IVC, HashKey Capital, and Gam3Girl Ventures. The company intends to use the funds to focus on the development of Spot Zero, […] The post Tarta Labs Raises $4.5M in Pre-Seed Funding appeared first on FinSMEs.

article thumbnail

Why Pfizer Is My Largest Healthcare Position

The Motley Fool

Healthcare stocks have been out of vogue with investors since late 2022. Myriad reasons underlie the negative sentiment toward the healthcare sector, but in some instances, this dour take isn't entirely warranted. Pharmaceutical titan Pfizer (NYSE: PFE) is a case in point. The drugmaker's shares have lost 47% of their value from their three-year high and currently trade near a historically low forward price-to-earnings ratio (P/E) of just 8.7.

article thumbnail

Luxembourg sharpens private equity edge with digital innovation and secondaries growth

Private Equity Insights

NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United Kingdom NEWS & INSIGHTS CONFERENCES Benelux Dach France Germany Iberia Italy Nordics Poland & CEE Switzerland United

article thumbnail

GPs expect ‘blockbuster’ fundraises in 2025

Private Equity Wire

A significant majority of GPs (79%) expect deal returns to increase this year a marked rise from just 24% in 2024 reflecting a broader industry rebound after a challenging few years for deal-making and fundraising, according to Investec Banks Private Equity Trends 2025 Report. Notably, 38% of respondents anticipate their next fund will experience a blockbuster increase of 25% or more, signalling heightened expectations for growth in the year ahead.