Private Equity Insights

MARCH 17, 2023

And assets under management have tripled, with private credit accounting for the lion’s share. Lately, much attention has been lavished on Ares Capital, the unit created in 2004 to provide financing for middle-market acquisitions, recapitalizations, and leveraged buyouts. billion last year.

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 130

The Motley Fool

JANUARY 24, 2024

Improving profitability and a robust balance sheet Despite a slowing top line amid a difficult macroeconomic environment, DocuSign posted a net profit -- based on generally accepted accounting principles (GAAP) -- of $0.19 per diluted share in the third quarter (ended Oct. That's an impressive improvement from $0.15 Is DocuSign a buy?

Leveraged Buyouts 100

Leveraged Buyouts Investors Buyout Private Equity Firms 100

Pension Pulse

MAY 1, 2024

billion, and accounted for about 13 per cent of the pension fund’s total assets as of March 31, 2023. Aren't leveraged buyouts in the doldrums? BCI’s private equity portfolio was worth $28.3-billion, That was up from 11.8 per cent a year earlier. Is this possible?

Leveraged Buyouts 59

Leveraged Buyouts Pension Funds Buyout Stakes 59

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Leveraged Buyouts In contrast, there are leveraged buyouts (LBOs) that involve acquiring established companies with the aim of restructuring or improving their operations to enhance profitability.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Leveraged Buyouts In contrast, there are leveraged buyouts (LBOs) that involve acquiring established companies with the aim of restructuring or improving their operations to enhance profitability.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Udu

MAY 24, 2023

Leveraged Buyout (LBO) An LBO transaction is an acquisition funded using a significant amount of debt where assets from both parties are used as collateral. Update the valuation regularly Private equity valuations should be updated periodically to account for new information, changes in market conditions, or company performance.

Due Diligence 40

Due Diligence Best Practices Leveraged Buyouts Collateral 40

Pension Pulse

JULY 11, 2024

Valuations are way, way off in some cases, and there will come a point, I expect soon, when auditors say they’re unable to sign off on the accounts anymore,” he adds, explaining that many asset sales in secondary markets will be done at far lower values than where they’re being priced by firms today.

Buyout 59

Buyout Debt Leveraging Collateral 59

Blackstone

NOVEMBER 16, 2023

With slower bank and leveraged loan growth, demand for partners in private credit is high. Private credit provided 65% of loans for the leveraged buyout (LBO) market in 2021 and 86% for the market as of year to date 2023. © 2023 Lincoln Partners Advisors LLC. All rights reserved. © 2023 Lincoln Partners Advisors LLC.

Leveraging 52

Leveraging Debt Banks Leveraged Buyouts 52

The Big Picture

DECEMBER 5, 2023

But if I had a plan as to how to do that when I went to college, it was learn as much as I could, as fast as I could and get a ba and then become an accountant and a lawyer. But there came to be, in certain situations, buyers that were bootstrap, buyers that were, we would call ’em today, they then leveraged buyout financiers.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Private Equity Wire

OCTOBER 10, 2024

Private equity giant KKR & Co is at odds with the US Department of Justice (DOJ) over a proposed settlement that would hold its top executives personally accountable for disclosure lapses related to mergers and acquisitions, according to a report by Bloomberg.

Mergers and Acquisitions 94

Mergers and Acquisitions Private Equity Firms Private Equity Firms Leveraged Buyouts 94

The Big Picture

SEPTEMBER 23, 2024

Europe accounts for anywhere between a third and a half of their investments. But because these are really good businesses, which got levered, they got leveraged through these leverage buyouts. Early nineties was the start of the modern high yield leverage buyout business done at scale. And still growing.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59

The Big Picture

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. KLINSKY: Yeah.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Pension Pulse

NOVEMBER 10, 2023

The Fund, which includes the combination of the base CPP and additional CPP accounts, achieved a 10-year annualized net return of 9.6%. The base CPP account’s net return for the quarter was 0.2%, and the five-year annualized net return was 7.3%. For the quarter, the Fund’s net return was 0.1%.

Investing 59

Investing Buyout Stakes Assets 59

Private Equity Insights

FEBRUARY 26, 2025

Saudi Arabia overtook the UAE in 2023, accounting for 41 percent of transactions, driven by Vision 2030 and increased sovereign wealth fund activity. While global private equity rebounded in 2024, MENA investors remained cautious, prioritizing strategic growth investments over leveraged buyouts.

Leveraged Buyouts 147

Leveraged Buyouts Buyout Leveraging Stakes 147

Private Equity Wire

NOVEMBER 28, 2024

The data also highlights the continued dominance of credit funds in the UK financing market, which now account for a commanding 73% of year-to-date transactions, compared to just 27% for banks. However, year-to-date activity remained stable, showing a modest 1% increase compared to the same period in 2023.

Leveraged Buyouts 93

Leveraged Buyouts Debt Buyout Deal Flow 93

Private Equity Wire

DECEMBER 16, 2024

There will always be complexities and trade-offs to be taken into account in the planning stages of any investment or acquisition. George Davis Davis is a partner in the firms Business Law department and Tax practice.

Mergers and Acquisitions 95

Mergers and Acquisitions Taxes Leveraged Buyouts Buyout 95

Pension Pulse

MARCH 25, 2025

This is especially relevant as high interest rates make leveraged buyouts more expensive and economic uncertainty affects valuations, Bloomberg said. In private equity, institutional investors are increasingly favouring co-investments and partnerships with external fund managers to spread risk and improve operational efficiency.

Pension Funds 59

Pension Funds Buyout Leveraged Buyouts Stakes 59

Private Equity Wire

APRIL 11, 2025

The secondary market for private equity assets reached a record $160bn in 2024, fuelled by asset sales from leveraged buyout funds unable to exit investments via M&A or IPOs amid market volatility.

Leveraged Buyouts 45

Leveraged Buyouts Hedge Funds Pension Funds Buyout 45

Private Equity Wire

JANUARY 7, 2025

Industry leaders hope to revive and expand a deregulatory effort from Donald Trumps first term, which allowed private equity investments to be included in professionally managed retirement accounts like target-date funds.

Leveraged Buyouts 110

Leveraged Buyouts Mutual Funds Private Equity Firms Private Equity Firms 110

Pension Pulse

MARCH 3, 2025

We are starting to see LBO [leveraged buyout] activity pick up again. Scott McIntosh is Executive Vice President & Head of Global Multi-Asset Strategies at OMERS Capital Markets and has overall accountability for the Global Multi-Asset business, including the Quant Strategies Group, Event-Driven and Macro, Rates and FX teams.

Buyout 52

Buyout Pension Funds Investing Assets 52

The Big Picture

DECEMBER 10, 2024

One, two, there was a theory that these businesses had volatile cash flows and therefore couldn’t be leveraged, which was the, you know, the whole point of leveraged buyouts. If you didn’t understand how the semiconductor worked, if you didn’t understand how the software was built.

Consulting 52

Consulting Consultants Private Equity Firms Private Equity Firms 52

The Big Picture

JANUARY 7, 2025

Leverage buyouts requires leverage. And when rates were so low, the leverage went, it was cheap and, and and easily accessible. So as rates come down, as money gets pushed out of t-bills gets pushed out of money market accounts and starts to seek yields again, private markets become interesting to a lot of players.

Capital 52

Capital Hedge Funds Buyout Funds 52

The Big Picture

JUNE 20, 2023

Aren’t the big firms and the LBOs, the leveraged buyouts, very different than the middle market, smaller private equity firms that provide capital and equity to small companies. MORGENSON: Flat tax, he was also for medical savings accounts and health savings accounts. I’ve seen some criticisms and some stuff.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

The Big Picture

FEBRUARY 7, 2023

So, I graduated from business school in 1987 and went to GE Capital for two years, financing leveraged buyouts. I mean, you know, I probably shouldn’t have been doing it because I had been a journalist covering public schools and knew nothing about leveraged buyouts. And I actually started out of business school.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103