Private Equity Insights

NOVEMBER 16, 2023

LLC served as financial advisor and Skadden, Arps, Slate, Meagher & Flom LLP served as legal advisor to Argo on the transaction. read more Brookfield Asset Management’s affiliate Closes $1.1bn Argo Acquisition Argo Group International Holdings, Ltd. About Argo Argo Group International Holdings, Ltd.

Assets 246

Assets New York Stock Exchange Private Equity Firms Private Equity Firms 246

Private Equity Wire

DECEMBER 24, 2024

According to a recent release, the fund raised in just four months and attracting a diverse range of investors from across Europe, the Americas, Asia, and the Middle East includes public and private pension funds, asset managers, sovereign wealth funds, family offices, and financial institutions, among its investor base.

Capital 98

Capital Pension Funds Funds Financial Institutions 98

Private Equity Professional

APRIL 3, 2025

Limited partners in SCF II include both new and returning SCF I investors such as pension plans, insurance companies, family offices, and asset managers from the United States, Europe, Asia, and the Middle East. Linden used PJT Park Hill as the placement agent for SCF II and Kirkland & Ellis provided legal services.

Capital 100

Capital Leveraged Buyouts Buyout Funds 100

Financial Times: Moral Money

MAY 21, 2023

Legal & General and Amundi say antimicrobial resistance poses a wider economic threat

Asset Management 98

Asset Management Assets Legal 98

The Motley Fool

FEBRUARY 5, 2025

In other words, it's a harbinger of trouble for Wall Street -- and select billionaire money managers appear to be taking notice. Amid an exceptionally pricey stock market, billionaire asset managers are seeking safety, value, and income with the following three high-yield dividend stocks. Warren Buffett: Sirius XM Holdings (4.5%

Stock Market 230

Stock Market Stock Market Legal Buyout 230

The Motley Fool

OCTOBER 5, 2024

Rowe Price is a large and well-respected asset manager. Asset management is an interesting business for several reasons. First, asset managers get paid fees to manage other peoples' money, which makes assets under management (AUM) a vital piece of information. trillion in AUM, up 12.1%

Mutual Funds 246

Mutual Funds Exchange-Traded Funds Banks Asset Management 246

AltAssets

JULY 2, 2024

Pemberton Asset Management has reached more than $1bn of investible capital at the first close of its new NAV strategic financing strategy, focused on financing for private equity firms.

Legal 75

Legal Finance Financing Private Equity Firms 75

The Motley Fool

NOVEMBER 8, 2024

We'll also provide an update on our asset management activities, our recent dividend declarations, our expectations for dividends going forward, our recent investment activities and current investment pipeline, and several other noteworthy updates. We've also continued to produce positive results for our asset management business.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

Private Equity Wire

APRIL 15, 2025

Private equity firm CIVC Partners has acquired a controlling interest in Cary Street Partners, a Richmond, Virginia-based wealth and asset manager overseeing approximately $10bn in assets under management, according to a report by CityWire. Cary Street marks its only current investment in an independent wealth manager.

Stakes 45

Stakes Private Equity Firms Private Equity Firms Asset Management 45

The Motley Fool

JANUARY 24, 2024

Centralized exchanges continued to face legal trouble in 2023, with the head of crypto exchange Binance forced to step down for his role in breaching anti-money laundering rules. That could push the price of Bitcoin higher as asset managers buy up tokens for their ETFs. He is currently awaiting trial.

Securities and Exchange Commission (SEC) 244

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Assets 244

Pension Pulse

NOVEMBER 18, 2024

Founded in 1982, Investcorp manages $52 billion in assets, including assets managed by third-party managers. Capstone Partners served as sole financial advisor, while Levenfeld Pearlstein served as legal advisor to PKF O’Connor Davies. Gibson Dunn served as legal advisor to Investcorp.

Stakes 59

Stakes Professional Services Buyout Pension Funds 59

The Motley Fool

AUGUST 11, 2023

Approximately 10 years ago, the wealth management division of money-center bank JPMorgan Chase , J.P. The other issue concerns lead-sheathed cables for legacy telecom companies and what environment/legal costs, if any, may arise from their replacement. Any legal expenses tied to lead-sheathed cables would take years to settle in court.

Debt 246

Debt Investing Legal Leveraging 246

The Motley Fool

MARCH 28, 2025

In January, Coinbase Global surveyed 352 institutional investors working in asset management companies, hedge funds, private banks, and family offices. An overwhelming majority of them controlled assets in excess of $1 billion, making them among the larger players in the markets.

Securities and Exchange Commission (SEC) 189

Securities and Exchange Commission (SEC) Investors Exchange-Traded Funds Hedge Funds 189

Private Equity Insights

FEBRUARY 9, 2024

JP Morgan Securities is serving as financial advisor to J&J and Sheppard Mullin Richter & Hampton is serving as legal advisor to J&J and Arlington Capital Partners. Citi is serving as financial advisor to CBRE and Simpson Thacher & Bartlett and ArentFox Schiff are serving as legal advisors.

Capital 130

Capital Legal Asset Management Assets 130

The Motley Fool

OCTOBER 27, 2023

Throughout the course of the transactions, Robertson failed to reveal his conflict of interest to the BlackRock fund's board of trustees, or its compliance or legal teams, according to the SEC's release this week. Here's what happened next: "After" flopped and Aviron defaulted on its $75 million in loans, eventually going under in 2022.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Financing Finance Assets 246

Private Equity Wire

OCTOBER 22, 2024

Insurance-focused asset manager Prosperity Asset Management (PAM) has appointed two new hires – Matthew Petre and Cassandra Becker – as part of an initiative to scale its third-party insurance AUM and capital markets activities.

Legal 96

Legal Asset Management Assets Debt 96

Private Equity Insights

MAY 10, 2024

Alto Partners and Arca Fondi were advised by OC&C, Giovannelli Studio Legale, Spada Partners and ERM. Ernesto Leonelli was advised by Marcianesi & Associati and Orrick. Read more: Private Equity Wire Can’t stop reading?

Buyout 130

Buyout Private Equity Firms Private Equity Firms Legal 130

American Investment Council

MAY 17, 2024

Yet she trumpets legal defeats as victories and keeps grinning like she’s winning.” The editorial criticized the FTC’s novel legal theory that any asset manager could be sued for a company’s alleged anticompetitive conduct if it holds shares. Anesthesia Partners, a portfolio company in Texas.

Legal 52

Legal Mergers and Acquisitions Private Equity Firms Private Equity Firms 52

FinSMEs

MAY 30, 2024

StructureFlow, a London, UK-based legal technology startup, raised $6M in Series A funding. The round, which brought the total amount to $15M, was led by FINTOP Capital, with follow-on investment from Venrex, part of Select Equity Group, a US asset management fund.

Startups 106

Startups Funds Legal Asset Management 106

The Motley Fool

AUGUST 27, 2023

von Ahn says it's too early to get into specialized language variants yet, such as English for medical or legal professionals, but it's an interesting idea that could be worth exploring later on. Transforming teamwork with low-code flexibility Monday.com offers a unique spin on project management.

Education 246

Education Legal Asset Management Prospects 246

Private Equity Wire

AUGUST 21, 2023

Apollo paid outgoing legal chief almost $8.4m in 2022 Submitted 21/08/2023 - 12:21pm John Sudyam, the long-serving Chief Legal Officer at Apollo Global Management, received about $8.4m Chatterjee joined Apollo earlier this year as general counsel for its asset management and retirement services business.

Legal 52

Legal Private Equity Firms Private Equity Firms Asset Management 52

Private Equity Insights

SEPTEMBER 21, 2023

takeover after an offer from a prominent asset management firm was recommended to shareholders. DBAY is an asset management company based and regulated on the Isle of Man. .” Addleshaw Goddard LLP is providing legal advice to DBAY and Bidco. Source: Insider Media Limited Can’t stop reading?

Legal 130

Legal Shareholders Asset Management Assets 130

Private Equity Wire

MAY 17, 2024

Aflac Global Investments, the asset management subsidiary of Aflac Incorporated, has agreed to pay around $100m to acquire a 40% stake in San Francisco-based lower middle-market direct lender Tree Line Capital Partners. The firm currently manages $2.7bn in assets and specialises in direct lending to the lower middle market.

Stakes 98

Stakes Legal Asset Management Assets 98

The Motley Fool

JULY 31, 2023

Would your family be left with the burden of navigating legal paperwork to distribute your assets? Would your assets go to the wrong people? Probate is a legal process where the court validates a will and distributes a deceased person's assets like stocks or bonds.

Legal 130

Legal Assets Banks Debt 130

Private Equity Wire

MAY 23, 2024

Los Angeles-based private equity firm Levine Leichtman Capital Partners will partially exit portfolio company Law Business Research through a partnership with global asset manager ICG, which will see LLCP return capital to its investors while remaining a shareholder alongside ICG.

Capital 98

Capital Private Equity Firms Private Equity Firms Legal 98

The Motley Fool

JUNE 22, 2023

The first -- its potential legal liabilities from manufacturing and using per- and polyfluoroalkyl substances (PFAS), and its sale of allegedly faulty combat arms earplugs -- gets most of the mainstream media attention. That said, there's only so much management can do about those liabilities now. The two are intrinsically linked.

Legal 130

Legal Liabilities Shareholders Asset Management 130

Private Equity Insights

NOVEMBER 30, 2023

Nomura International Plc is serving as lead financial advisor, Guggenheim Securities is serving as financial advisor, and Herbert Smith Freehills LLP is serving as legal counsel to Stonepeak. AZ Capital is serving as financial advisor and Baker & McKenzie LLP is serving as legal counsel to Cellnex.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Legal 130

The Big Picture

AUGUST 26, 2022

Our previous discussions (debates really) were over the traditional model of brokerage I push back against versus the fee-based fiduciary asset management I embrace. My examples of overpriced, low-performing, abusive account management have been derided as outliers. He was aghast over this. But I digress.

Asset Management 141

Asset Management Assets Legal Liabilities 141

Private Equity Insights

NOVEMBER 10, 2023

HP IX has over 90 investors, primarily institutional and well diversified across pension funds, sovereign wealth funds, insurance companies, asset managers and family offices. Harvest and its affiliates have over $20 billion of assets under management. Davis Polk & Wardwell LLP served as legal counsel for HP IX.

Buyout 130

Buyout Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

AUGUST 10, 2023

investors, including endowments, foundations, fund of funds, sovereign wealth funds, family offices, insurance companies, and asset managers. Princeton is led by Co-founders and Managing Partners, Jim Waskovich and Doug Kennealey. and non-U.S. Source: PR News Wire Can’t stop reading?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Legal 130

Blackstone News

FEBRUARY 14, 2024

I am confident that the Brew Crew, management and Blackstone will continue to drive exponential growth.” Friday, Eldredge & Clark, LLP served as legal counsel to 7 Brew. Simpson Thacher & Bartlett LLP served as legal counsel to Blackstone. About Blackstone Blackstone is the world’s largest alternative asset manager.

Hedge Funds 131

Hedge Funds Investing Legal Asset Management 131

Private Equity Wire

MAY 28, 2024

Athwal advises hedge funds, private equity funds, asset managers, sponsors and family offices on the establishment, regulation, corporate governance and ongoing operation of Cayman Islands domiciled investment funds, as well as the establishment of venture capital and other funding structures based in Cayman.

Hedge Funds 97

Hedge Funds Funds Venture Capital Consultants 97

The Motley Fool

JANUARY 23, 2024

We initiated actions to restructure our organization and simplify our supply chain, while progressing our healthcare spin and addressing legal matters." That estimate was somewhat muddied by the spinoff of 3M's healthcare business (which is expected to be completed in the first half of the year) and potential legal payouts.

Legal 130

Legal Conglomerates Liabilities Asset Management 130

Private Equity Insights

NOVEMBER 16, 2023

BofA Securities acted as financial advisor, and Davis Polk & Wardwell and Homburger as legal advisors, to Tencent. Morgan Securities and Deutsche Bank Securities acted as financial advisors, and Simpson Thacher & Bartlett and Niederer Kraft Frey as legal advisors, to Global Blue and its secondary sellers. While exact figures.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Legal Investing 130

Private Equity Insights

SEPTEMBER 20, 2023

Partners Group sold a 20% stake to Swiss Life Asset Managers in November 2022 and 15% to funds managed by Nuveen Infrastructure in July 2023. Partners Group was advised by Rothschild & Co as its financial advisor and Clifford Chance LLP as its legal advisor.

Stakes 130

Stakes Bidding Asset Management Legal 130

Private Equity Insights

NOVEMBER 14, 2023

The Arrangement Agreement was the result of a comprehensive negotiation process that was conducted at arm’s length with the supervision and involvement of the Special Committee, as advised by independent and highly qualified legal and financial advisors. Osler, Hoskin & Harcourt LLP is acting as legal advisor to the Company.

Legal 130

Legal Shareholders Initial Public Offering Stock Exchanges 130

The Motley Fool

DECEMBER 7, 2023

Morgan Asset Management, the wealth management division of JPMorgan Chase , found that companies initiating and growing their dividends delivered a 9.5% were to legalize cannabis at the federal level. Dividend stocks also offer a history of outperformance. A comprehensive study from J.P. It invested $1.8

Liabilities 245

Liabilities Investing Legal Asset Management 245