The Motley Fool

JANUARY 8, 2025

Generative artificial intelligence (AI) has been the first big usage of AI. However, the next major wave may be agentic AI. Generative AI uses generative software models to create text, image, video, or audio content in response to a user prompt. An example would be asking ChatGPT a question and getting a text response. With agentic AI, meanwhile, automated AI agents will go out and complete assigned tasks autonomously without constant human supervision.

Returns 246

Returns Companies Portfolios Investors 246

Private Equity Insights

JANUARY 9, 2025

True Religion announced on Tuesday that private equity firm Acon Investments has acquired a majority stake in the company. SB360 Capital Partners, chaired by American Eagles CEO Jay Schottenstein, also took part in the deal. True Religion stated that the acquisition would support the expansion of its product range and global presence. The US-based clothing company will maintain its independence following the acquisition.

Private Equity Firms 254

Private Equity Firms Private Equity Firms Investing Depreciation 254

Private Equity Professional

JANUARY 6, 2025

Guardian Capital Partners has acquired Team LINX , a Denver-based provider of technology-related infrastructure services. LINX delivers a range of technology infrastructure products and services, including structured cabling, wireless networks, audiovisual systems, and security platforms such as access control and surveillance. Its customer base includes data centers, hospitals, financial institutions, and schools.

Returns 130

Returns Financial Institutions Consultants Consulting 130

Financial Times M&A

JANUARY 9, 2025

Bucharest could mirror Spains recent decision to block a takeover on security grounds, says Sebastian Burduja

Bidding 135

Bidding 135

Private Equity Wire

JANUARY 6, 2025

Lim Hyoung-seok, a former Vice President at KKR Korea, has left the global private equity firm after nine years to establish his own private equity fund, Neos Equity Partners, according to a report by the Korea Economic Daily. Lim joined KKR Korea in 2016 as a Managing Director and played a leading role in numerous high-profile investments across South Korea during his tenure, helping position KKR as a prominent player in the countrys private equity market.

Private Equity Firms 95

Private Equity Firms Private Equity Firms Consultants Consulting 95

The Motley Fool

JANUARY 11, 2025

Microsoft (NASDAQ: MSFT) made headlines late last week when it announced it would spend $80 billion this year building data centers that would train artificial intelligence (AI) models and handle AI and cloud-based applications around the world. More than half of the investment will be in the U.S. To put the amount Microsoft is spending on AI infrastructure in perspective, that is more than the gross domestic product (GDP) of many countries, including Croatia and Lithuania (to name just two).

Financing 246

Financing Finance Assets Returns 246

Private Equity Insights

JANUARY 7, 2025

A Blackstone-led investor group is acquiring a majority stake in US accounting firm Citrin Cooperman, valuing the company at over $2bn, according to sources cited by the Financial Times on Tuesday. This could mark Blackstones first investment in the accounting sector. The private equity giant, managing $1 trillion in assets, is purchasing the stake from New Mountain Capital, Citrin Coopermans previous majority owner.

Accounting 237

Accounting Private Equity Firms Private Equity Firms Stakes 237

Financial Times: Moral Money

JANUARY 9, 2025

Worlds largest money manager had staked out position as sustainable investment leader

Stakes 112

Stakes Investing 112

Financial Times M&A

JANUARY 8, 2025

Alacritys restructuring puts it under control of private credit lenders including Antares, Blue Owl, KKR and Goldman

Investing 111

Investing Funds 111

The Motley Fool

JANUARY 6, 2025

Image source: The Motley Fool. Commercial Metals (NYSE: CMC) Q1 2025 Earnings Call Jan 06, 2025 , 11:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Hello, and welcome, everyone, to the fiscal 2025 first quarter earnings call for CMC. Joining me on today's call are Peter Matt, CMC's president and chief executive officer; and Paul Lawrence, senior vice president and chief financial officer.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Capital Banks Shareholders 246

Private Equity Insights

JANUARY 9, 2025

A consortium of private credit funds, including Antares Capital, Blue Owl Capital, KKR, and Goldman Sachs Asset Management, has agreed to take control of Alacrity. BlackRock had previously acquired a controlling stake in the business from private equity firm Kohlberg & Company in February 2023. The acquisition was part of a $4.3bn long-term private capital strategy.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds Asset Management 147

Private Equity Professional

JANUARY 6, 2025

Highlander Partners has acquired Ergo Baby from publicly traded Compass Diversified. Ergobaby specializes in ergonomic juvenile products, including baby carriers, strollers, wraps, and nursing pillows. The companys product offerings include the Omni 360 Baby Carrier , which allows for multiple carrying positions, and the Metro+ Stroller , a compact travel stroller that fits in airplane overhead bins and is designed for city streets.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Portfolios 130

Financial Times: Moral Money

JANUARY 6, 2025

Rob Bauer calls on banks, pension funds and rating agencies to change outdated policies in face of rising threats

Pension Funds 111

Pension Funds Investors Banks Funds 111

Financial Times M&A

JANUARY 10, 2025

Scorpions drug candidate inhibits a mutation that is a major driver of breast, gynaecological and head and neck cancers

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The Motley Fool

JANUARY 9, 2025

The S&P 500 is coming off back-to-back annual gains of more than 25% in 2023 and 2024 (including dividends), something it has only done one other time in its history dating back to 1957. In other words, the bull market is roaring. The S&P 500 is weighted by market capitalization, so the largest companies in the index have a greater influence over its performance than the smallest.

Exchange-Traded Funds 241

Exchange-Traded Funds Consultants Consulting Funds 241

Private Equity Insights

JANUARY 10, 2025

Prada is evaluating a potential acquisition of Versace from Capri Holdings, with Citi acting as its adviser. Capri Holdings has engaged Barclays to identify potential buyers for Versace, attracting interest from private equity funds and other fashion groups. This development follows Tapestry’s decision in November to abandon its $8.5bn acquisition deal for Capri, the parent company of Michael Kors.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Stakes Funds 130

Private Equity Professional

JANUARY 8, 2025

Roman Products , a portfolio company of Salt Creek Capital , has been acquired by Matrix Adhesives Group , a portfolio company of Goldner Hawn. Roman Products is a manufacturer of wallcovering adhesives, primers and sealers, removers, and related tools used by professionals and do-it-yourselfers. According to the company, it is largest producer of wallpaper adhesive, primer, and removers in North America.

Capital 130

Capital Business Services Funds Portfolios 130

Financial Times: Moral Money

JANUARY 10, 2025

Case over pension scheme management highlights rising risks of legal challenges over environmentally-focused policies

Legal 107

Legal 107

Private Equity Wire

JANUARY 7, 2025

US private equity firm KKR is reportedly considering selling its majority stake in Japanese supermarket chain Seiyu, in a deal estimated to be worth several hundred billion yen (equivalent to several billion dollars), according to a report from the Nikkei business daily on Tuesday. The bidding process is underway, with major retailers such as Aeon, Pan Pacific International Holdings (owner of Don Quijote), and Trial Holdings, as well as investment funds, reportedly submitting bids.

Private Equity Firms 96

Private Equity Firms Private Equity Firms Bidding Stakes 96

The Motley Fool

JANUARY 11, 2025

The AI revolution may still be in its early innings as tech giants and start-ups invest mountains of cash into AI infrastructure. Microsoft is reportedly set to spend an incredible $80 billion on AI data centers this year, a strong sign that heavy spending on AI is going to continue in the foreseeable future. While betting on the big AI players might make sense, some smaller companies are worth considering.

Portfolios 231

Portfolios Returns Companies Investors 231

Private Equity Insights

JANUARY 9, 2025

Global healthcare private equity reached an estimated $115bn in 2024, marking the second-highest annual deal value on record, driven by a rise in large-scale transactions. The year saw five deals exceeding $5bn, up from two in 2023 and one in 2022. North America led the market, accounting for 65% of global deal value, followed by Europe at 22% and Asia-Pacific at 12%.

Assets 130

Assets Funds Accounting Capital 130

Private Equity Professional

JANUARY 8, 2025

The State of the Game The private credit arms race has taken the industry landscape by storm, with Ken Moelis citing the shift as the greatest change in the history of transactional finance. [1] Already enjoying years of measured growth, when banks and the broadly syndicated loan market stepped back from lending in 2023 due to market volatility, private credit stepped up, cementing private credits position as a force in financing markets.

Mergers and Acquisitions 100

Mergers and Acquisitions Financing Finance Banks 100

FinSMEs

JANUARY 10, 2025

Panama, Panama, 10th January 2025, Chainwire The post SEED secures investment from Sui Foundation to build a 100M-user Web3 Gaming Ecosystem on Sui appeared first on FinSMEs.

Investing 106

Investing 106

Private Equity Wire

JANUARY 8, 2025

Point72 Asset Management, the hedge fund founded by Steve Cohen, is entering the booming private credit market with a new strategy headed by Todd Hirsch, a former senior managing director at Blackstone, according to a report by Reuters citing an internal company statement. The move signals Point72s ambition to tap into the growing demand for private credit, which has become a key focus for alternative asset managers.

Hedge Funds 96

Hedge Funds Asset Management Assets Debt 96

The Motley Fool

JANUARY 11, 2025

When it comes to looking at stocks that will benefit the most from artificial intelligence (AI) , the technology sector is front and center. However, it is not the only sector set to benefit. Companies in the energy midstream space are also poised to get a nice boost because AI training and inference are very energy-intensive endeavors. According to Bank of America , electricity demand for data centers is forecast to rise between 10% to 15% a year between now and 2030 and could make up 5% of all

Enterprise Values 241

Enterprise Values Banks Assets Prospects 241

Private Equity Insights

JANUARY 13, 2025

Private equity firms have driven buyout activity to $133bn in 2024, a 78% increase compared to the previous year. This growth outpaced the global rate of 29%, highlighting Europes appeal for opportunistic investments. Key deals during the year included a $6.9bn investment in Hargreaves Lansdown and a $5.5bn acquisition of cybersecurity firm Darktrace by Thoma Bravo.

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Blackstone

JANUARY 9, 2025

The post 2025 Macro Outlook: Policymakers Have the Pen appeared first on Blackstone.

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Financial Times M&A

JANUARY 11, 2025

Total value of large private equity deals in Europe increased at twice the rate of the rest of world in 2024

Buyout 104

Buyout 104

Financial Times: Moral Money

JANUARY 6, 2025

Internal memo reveals multilateral lenders fear that new rules will put its climate credentials at risk

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The Motley Fool

JANUARY 7, 2025

Since artificial intelligence (AI) emerged as the capital market's next big obsession a couple of years ago, the term " Magnificent Seven " began to gain steam. That name is used to collectively describe the world's largest technology businesses, each of which is carving out a unique pocket within the broader AI market. Here are the returns of each Magnificent Seven stock in 2024: Start Your Mornings Smarter!

Leveraging 245

Leveraging Capital Returns Companies 245

Private Equity Insights

JANUARY 9, 2025

OnPay, a prominent provider of payroll, HR, and benefits solutions, has raised over $100m in new funding. The funding comprises a $63m Series B round led by Carrick Capital Partners, with additional backing from AB Private Credit Investors, AllianceBernstein’s middle-market private capital platform, and existing investors. OnPay also secured a debt facility from MC Credit Partners.

Funds 130

Funds Debt Capital Investors 130

Private Equity Wire

JANUARY 7, 2025

IK Small Cap II Fund, a fund owned and managed by European private equity firm IK Partners, has agreed to sell its stake in GeoDynamics, a Belgian software firm focused on solutions for Human Resources finance professionals, to Blinqx. Financial details of the transaction have not been disclosed. The transaction will see GeoDynamics become part of Blinqx, a provider of cloud software solutions for small and medium-sized enterprises, corporates, and service organisations, as it looks to strengthe

Private Equity Firms 90

Private Equity Firms Private Equity Firms Stakes Financing 90

Financial Times M&A

JANUARY 7, 2025

Acquisition of Citrin Cooperman from New Mountain Capital for $2bn marks a step up in valuations

Accounting 104

Accounting Capital 104

Private Equity Professional

JANUARY 6, 2025

Vance Street Capital has acquired Fumex Air Filtration Systems , a manufacturer of fume extraction equipment. Fumex designs and manufactures air filtration equipment for applications requiring precise control of hazardous airborne particulates and chemicals. The companys product lineup includes portable fume extractors, self-cleaning cartridge systems, and specialized units for laser engraving and 3D printing environments.

Enterprise Values 100

Enterprise Values Capital Debt Financing 100

The Motley Fool

JANUARY 6, 2025

Generally speaking, when businesses generate excess profits, they may choose to invest in areas such as research and development (R&D), bolster marketing budgets, or increase hiring efforts in certain departments. However, from time to time, a company may invest in other businesses and acquire a small equity stake. In 2024, a 13F filing revealed that semiconductor giant Nvidia has ownership positions in six publicly traded companies -- Applied Digital , Arm Holdings , Nano-X Imaging , Recurs

Conglomerates 246

Conglomerates Venture Capital Education Stakes 246

Private Equity Insights

JANUARY 13, 2025

Polish laboratory operator Diagnostyka SA, backed by private equity firm Mid Europa Partners, is gearing up for an IPO on the Warsaw Stock Exchange. The offering will feature shares held by Mid Europa, which owns a 47.83% stake in the company. Market estimates suggest the IPO could value Diagnostyka at over $1.2bn. Founded in 1998, Diagnostyka has grown into Poland’s largest laboratory operator, running 1,100 collection points and 156 labs.

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Private Equity Wire

JANUARY 8, 2025

Private equity firms Apollo Global Management and BC Partners have joined forces to agree a deal to acquire GFL Environmentals Environmental Services business at an enterprise value of CAD8bn ($5.59bn). This high-profile deal underscores private equitys increasing focus on the environmental services sector, known for its defensive characteristics and growth potential.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Enterprise Values Leveraging 97