Private Equity Insights

FEBRUARY 12, 2025

The firm is looking to extend its role beyond investing client capital to managing funds for private equity and alternative asset managers, according to Chief Financial Officer Martin Small. We can be a primary capital provider through our fund-of-funds business, Small stated.

Financing 162

Financing Finance Private Equity Firms Private Equity Firms 162

The Motley Fool

NOVEMBER 12, 2024

There's no additional acquisition costs for clients in our ecosystem, creating even more operating leverage. The ability to leverage technology is crucial to scale, drive profitable growth, and adapt to market shifts. Let's move to the third layer that powers our ecosystem and experience technology. Thanks, Ryan, for the question.

Companies 241

Companies Leveraging Collateral Asset Management 241

Private Equity Insights

MARCH 11, 2025

The fund marks a strategic expansion of Brookfields infrastructure platform into the mid-market, leveraging its experience as an owner-operator to source differentiated investment opportunities. Brookfield-affiliated entities contributed $150m to the fund, reinforcing its alignment with investors.

Companies 147

Companies Funds Debt Asset Management 147

The Motley Fool

APRIL 11, 2025

Overview of JPMorgan Chase's Business JPMorgan Chase is a financial powerhouse, known for its comprehensive banking services spanning consumer banking, investment banking, and asset management. The company leverages its scale and extensive resources, offering a competitive edge in the diversified financial space.

Banks 130

Banks Investment Banks Investment Banking Asset Management 130

Private Equity Insights

JANUARY 25, 2024

, the global learning and engagement platform company, today announced the delisting from Oslo Børs, in a successful acquisition process led by Goldman Sachs Asset Management. Last July, Kangaroo BidCo AS announced a recommended voluntary offer from Goldman Sachs Asset Management, with co-investors General Atlantic FT B.V.

Asset Management 130

Asset Management Stock Exchanges Assets Private Equity Firms 130

The Motley Fool

APRIL 11, 2025

Wealth Management saw a 6% increase in Q1 net revenue, reaching $7.3 billion, powered by strong fee-based flows and sizable asset levels. Meanwhile, the Investment Management segment reported a 16% revenue uptick to $1.6 billion, driven by increased asset management fees and accrued carried interest.

Financial Services 130

Financial Services Management Fees Asset Management Leveraging 130

The Motley Fool

DECEMBER 11, 2024

A recent productivity study found that users leveraging AI Assistant completed their document-related tasks four times faster on average. The market opportunity for customer experience management is large and growing. And these have been very, very productive for them.

Education 243

Education Leveraging Taxes Portfolios 243

Private Equity Insights

MARCH 5, 2025

OrderYOYO has grown rapidly by leveraging its advanced technology, data-driven market approach, and targeted acquisitions in the UK and Germany. The company processes over 16 million orders annually and has significantly improved profitability, increasing its EBITDA margin from 0.5% in 2021 to 17.6%

Asset Management 147

Asset Management Leveraging Financial Services Assets 147

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

NOVEMBER 6, 2024

Alperovich has extensive experience advising private equity sponsors and their portfolio companies on a broad range of transactions, including mergers and acquisitions, leveraged buyouts, minority and growth investments, joint ventures, carve-outs and divestitures, restructurings, SPACs and de-SPACs, and investments in general partners.

Leveraged Buyouts 96

Leveraged Buyouts Mergers and Acquisitions Buyout Asset Management 96

Private Equity Wire

OCTOBER 9, 2024

Investment banks, which faced significant losses on risky merger and acquisition (M&A) loans due to a spike in global interest rates, are now aggressively returning to the leveraged buyout (LBO) market — one of the most profitable sectors in finance, according to a report by Bloomberg. Goldman Sachs Asset Management, Blackstone Inc.,

Leveraged Buyouts 97

Leveraged Buyouts Leveraging Buyout Banks 97

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. Lindens earlier structured capital fund closed in July 2011 with $355 million of capital commitments.

Capital 100

Capital Leveraged Buyouts Buyout Funds 100

Private Equity Wire

DECEMBER 19, 2024

According to Business Wire, The New York-based alternative asset manager, specialising in middle-market private equity, alternative credit, and structured capital, aims to generate attractive risk-adjusted returns by investing in CLO equity.

Funds 96

Funds Asset Management Leveraging Capital 96

The Motley Fool

JULY 11, 2024

Adding an accelerant Brookfield Renewable and some partners (its parent, Brookfield Asset Management , and Singapore's state investment company Temasek) recently struck a deal to acquire a majority stake in Neoen from some of its largest shareholders.

Asset Management 246

Asset Management Leveraging Stakes Assets 246

Private Equity Professional

JANUARY 8, 2025

The sector has become extremely attractive for investors, with LPs and asset managers pouring money into private credit. Banks have also taken the plunge to offer product and garner revenue lost within their traditional lending and leveraged finance practices (most notably broadly syndicated loans or BSL).

Mergers and Acquisitions 100

Mergers and Acquisitions Financing Finance Banks 100

Private Equity Insights

FEBRUARY 5, 2025

The Insolve Global Credit Fund VI has built a diversified portfolio of amortising financial assets, including residential and commercial mortgage loans, consumer non-performing loans (NPLs), restructured payment plans, mortgage servicing rights, and other credit assets with strong risk-return potential.

Pension Funds 130

Pension Funds Bidding Consultants Consulting 130

The Motley Fool

JANUARY 21, 2025

It leverages its vast client base and broad capabilities to maintain a competitive edge. trillion in client assets to Schwab's platform. billion from asset management and administration fees. Metric Q4 2024 Actual Q4 2024 Analysts' Estimate Q4 2023 Actual % Change Adjusted EPS $1.01 $0.91 $0.68 adjusted) N/A 26.8% (36.0%

Assets 130

Assets Asset Management Leveraging Prospects 130

Private Equity Wire

JANUARY 31, 2025

The reports cites LSEG data as revealing that the worlds largest alternative asset manager posted a 56% surge in distributable earnings, reaching $2.2bn, or $1.69 per share, surpassing analyst expectations of $1.46.

Initial Public Offering 87

Initial Public Offering Private Equity Firms Private Equity Firms Asset Management 87

The Motley Fool

FEBRUARY 28, 2025

I'll also provide updates 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 favorable results in our asset management business.

Capital 130

Capital Asset Management Debt Leveraging 130

Financial Times M&A

SEPTEMBER 29, 2024

Head of $1.3tn asset manager says complex forms of debt could ‘accelerate things on the downside’

Leveraging 99

Leveraging Asset Management Debt Assets 99

The Motley Fool

DECEMBER 4, 2024

The most recent effort on this front is to start building an asset management business. The approach the company is taking is to have an open-ended structure whereby institutional-level investors can use Realty Income to manage their net lease investments.

Asset Management 246

Asset Management Assets Shareholders Leveraging 246

The Motley Fool

NOVEMBER 24, 2024

The average investor can easily find new investment ideas by following well-known asset managers. One of those managers is Cathie Wood , who heads up Ark Invest, an investment fund that focuses on disruptive and innovative businesses. In theory, Block's business model should scale up in a profitable manner.

Initial Public Offering 246

Initial Public Offering Asset Management Assets Leveraging 246

Private Equity Insights

FEBRUARY 2, 2024

and Deutsche Bank AG are also among the lenders considering a role in funding what would be the largest leveraged buyout of the year so far, according to the people, who asked not to be identified discussing the transaction. Wall Street banks including JPMorgan Chase & Co. and Bank of America Corp. Jefferies Financial Group Inc.

Buyout 195

Buyout Financing Finance Leveraged Buyouts 195

The Motley Fool

FEBRUARY 26, 2024

Grayscale, a digital currency asset management company that has several crypto funds, has touted the upgrade as a catalyst for Ethereum long term. This gives them double leverage when the price of Bitcoin increases, which is what we see today. They also think it could be the next to be approved for an exchange-traded fund (ETF).

Exchange-Traded Funds 244

Exchange-Traded Funds Financial Institutions Asset Management Leveraging 244

The Motley Fool

APRIL 15, 2025

Bank of America's Business Overview Bank of America is one of the world's leading financial institutions, offering a broad range of banking, investment, asset management, and other financial and risk management products and services. The Global Banking segment reported revenue of $6.0 billion.

Banks 130

Banks Asset Management Financial Institutions Leveraging 130

Private Equity Insights

SEPTEMBER 13, 2023

Mubadala Investment Company , Abu Dhabi’s sovereign investment arm, has formed a strategic partnership with New York-based alternative asset manager Blue Owl Capital as it seeks to co-invest in private credit opportunities amid a tightening monetary environment around the world.

Capital 246

Capital Investing Private Equity Firms Private Equity Firms 246

The Motley Fool

JUNE 22, 2023

If you want to know which stocks to buy at the beginning of a bull market, it pays to study Ark Invest, the asset management company run by Cathie Wood. This spring, Zoom unveiled a new set of still-experimental features that leverage generative AI to support chat, email, and meeting summaries.

Asset Management 263

Asset Management Leveraging Assets Portfolios 263

The Motley Fool

APRIL 15, 2025

On April 8, Teucrium Investment Advisors, an asset manager, introduced an exchange-traded fund (ETF) that offers investors leveraged exposure to XRP, a crypto designed to facilitate money transfers. Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More Will this new fund be a boon?

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Exchange-Traded Funds Asset Management Leveraging 130

Private Equity Wire

APRIL 4, 2024

Apex Group is regulated by the Commission de Surveillance du Secteur Financier (CSSF) in Luxembourg, to manage investor onboarding (AML/KYC), subscription, administration, and transfer agency of a fund’s traditional, and now digital share classes.

Leveraging 96

Leveraging Funds Asset Management Financial Services 96

Private Equity Insights

JUNE 21, 2024

Private capital is experiencing a surge in acquiring renewable energy developers, increasingly favoring equity-based take-private deals for leveraged buyouts due to high interest rates and rising electricity demand. Brookfield Asset Management Ltd., The statistics underscore this movement. Key investors such as KKR & Co.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Leveraged Buyouts Buyout 147

The Motley Fool

APRIL 29, 2024

BlackRock Finally, there's BlackRock, the largest asset manager in the world, with over $10 trillion in assets under management. If you are looking for a company that's directly leveraged to the price of Bitcoin, the clear choice is MicroStrategy. What's the best way to play the Bitcoin halving?

Assets 245

Assets Consultants Consulting Asset Management 245

The Motley Fool

SEPTEMBER 25, 2024

These filings can be helpful as they provide a glimpse into what the companies' sophisticated investors, such as hedge fund managers, are buying and selling. One investor I enjoy following is Steven Cohen of Point72 Asset Management. million shares. Should you follow Cohen's moves?

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Asset Management Leveraging 246

The Motley Fool

JANUARY 5, 2024

What I mean by that is the company has the flexibility to work with much larger enterprises and even assist in more complex financing transactions such a leveraged buyouts. In fact, even Warren Buffett owns a position in Ares through Berkshire Hathaway 's subsidiary New England Asset Management. The company's 9.6%

Mergers and Acquisitions 246

Mergers and Acquisitions Leveraged Buyouts Due Diligence Portfolios 246

The Motley Fool

OCTOBER 31, 2024

In our retirement strategies business, we're increasing the number of individual annuity solutions and adding new workplace partnerships, like the relationship we recently announced with JPMorgan Asset Management. PGIM is also well positioned to continue to capture the growing retail demand for fixed income products.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

JULY 31, 2024

Since our last earnings call on April 30, I am pleased to announce that we are making solid progress on our path forward of one, simplifying the business; two, operational performance improvement and three, reducing leverage. We have reduced our leverage to 8.48 I think we'll reduce the leverage there. times as compared to 8.76

Debt 246

Debt Assets Leveraging Financing 246

Private Equity Insights

JUNE 21, 2024

Private capital is experiencing a surge in acquiring renewable energy developers, increasingly favoring equity-based take-private deals for leveraged buyouts due to high interest rates and rising electricity demand. Brookfield Asset Management Ltd., The statistics underscore this movement. Key investors such as KKR & Co.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Leveraged Buyouts Buyout 130

The Motley Fool

SEPTEMBER 11, 2024

Consumers rely on Baidu for information, while advertisers leverage the tech company's platform and huge user base to provide targeted advertising. Baidu, on the other hand, operates an asset-light business model with high margins. Baidu, often known as the Google of China, is the leading search engine in China.

Conglomerates 243

Conglomerates Prospects Assets Asset Management 243