Private Equity Insights

OCTOBER 18, 2023

(“CIRCOR” or the “Company”), one of the world’s leading providers of mission critical flow control products and services for the Industrial and Aerospace & Defense markets, today announced the successful completion of its acquisition by investment affiliates of KKR for $56.00 CIRCOR International, Inc.

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Mergers and Acquisitions New York Stock Exchange Hedge Funds Stock Exchanges 130

The Motley Fool

DECEMBER 15, 2023

However, most investment banks typically seek out high-profile companies and offer them a variety of solutions pertaining to mergers and acquisitions , raising capital through the equity markets, or borrowing money via the debt markets. The investment firm New England Asset Management (NEAM) is a subsidiary of Berkshire Hathaway.

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Mergers and Acquisitions Exchange-Traded Funds Banks Financial Institutions 246

Private Equity Wire

JUNE 13, 2024

KKR & Co has secured a private credit loan of approximately AUD500m ($331m) from Blackstone and Goldman Sachs Asset Management to help finance its purchase of Perpetual’s corporate trust unit, according to a report by Bloomberg.

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Mergers and Acquisitions Asset Management Financing Finance 98

The Motley Fool

NOVEMBER 23, 2023

It just closed its acquisition of VMWare, which will accelerate the growth of its software business. I took advantage of the sell-off in shares of the leading alternative-asset manager, which slumped last year due to concerns about its growth as investors pulled money from its non-traded real estate investment trust (REIT).

Mergers and Acquisitions 245

Mergers and Acquisitions Asset Management Assets Capital 245

The Motley Fool

SEPTEMBER 26, 2024

Intel has fallen so far that, according to reports, Qualcomm (NASDAQ: QCOM) recently approached Intel about a potential acquisition. Such a merger would help the wireless chip manufacturing leader diversify its business into other areas outside of smartphones and tablets. The investment is said to be "equity-like."

Mergers and Acquisitions 246

Mergers and Acquisitions Buyout Debt Asset Management 246

Blackstone News

FEBRUARY 27, 2024

Rover” or the “Company”), the world’s largest online marketplace for pet care, today announced the completion of its acquisition by private equity funds affiliated with Blackstone (“Blackstone”) in an all-cash transaction valued at approximately $2.3 With the completion of the acquisition, Rover stockholders are entitled to receive $11.00

Securities and Exchange Commission (SEC) 98

Securities and Exchange Commission (SEC) Mergers and Acquisitions Legal Hedge Funds 98

Blackstone News

JUNE 15, 2023

Cvent”), an industry-leading meetings, events and hospitality technology provider, today announced the completion of its acquisition by an affiliate of private equity funds managed by Blackstone (“Blackstone”) for $8.50 About Blackstone Blackstone is the world’s largest alternative asset manager.

Securities and Exchange Commission (SEC) 105

Securities and Exchange Commission (SEC) Mergers and Acquisitions Legal Enterprise Values 105

The Big Picture

APRIL 1, 2023

 This week, we speak with Ken Kencel, who is president and chief executive officer of Churchill Asset Management, a private credit firm with $46 billion in assets under management that was the top US private equity lender in the 2022 PitchBook league tables and was named 2022 Lender Firm of the Year by The M&A Advisor.

Asset Management 69

Asset Management Assets Mergers and Acquisitions Financing 69

Private Equity Insights

MAY 10, 2024

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up Other prominent players in the sector went public through mergers with so-called special purpose acquisition companies (SPACs) last year.

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Mergers and Acquisitions Initial Public Offering Buyout Asset Management 162

Private Equity Insights

DECEMBER 12, 2023

E78 Partners, a private-equity focused business advisory firm, is pleased to announce the acquisition of Global PMI Partners USA (“GPMIP USA”), a consultancy recognized for its leading post-merger integration (PMI) services. and Canada. We’re excited about the wealth of experience Stefan and Scott bring to our team and our clients.”

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Mergers and Acquisitions Private Equity Firms Private Equity Firms Consultants 130

The Motley Fool

FEBRUARY 19, 2024

They also charge high fees, including an annual asset management fee equal to 1% to 2% of the amount you've invested and a 20% performance fee of the hedge fund's profit. Hedge funds are often far riskier than investing in a mutual fund, and they are exclusively for people with at least $200,000 in income or $1 million in net worth.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

FEBRUARY 21, 2024

billion merger with Spirit Realty Capital in an all-stock transaction in October, which closed subsequent to year-end on January 23rd. And importantly, together with the Spirit merger, set us up to deliver a compelling earnings growth backdrop in 2024. Our diligent asset management efforts led to a recapture rate of 103.6%

Mergers and Acquisitions 246

Mergers and Acquisitions Debt Assets Financing 246

The Motley Fool

DECEMBER 4, 2024

The new administration could bring lower regulations and encourage more dealmaking, mergers, and acquisitions -- and that could lead to a sustained boom for the investment banking industry. Still, there has been a noticeable valuation expansion from Goldman Sachs and Morgan Stanley, which have gone from sector laggards to leaders.

Mergers and Acquisitions 245

Mergers and Acquisitions Banks Mutual Funds Investment Banking 245

Private Equity Insights

APRIL 26, 2024

The US asset manager will sell a 71.25% stake in drug wholesaler Geo-Young, the corporate value of which is around $1.4 Market watchers expect the deal to mark this year’s first transaction exceeding 1 trillion won in Korea’s merger and acquisition market and accelerate large M&As in the second quarter.

Mergers and Acquisitions 130

Mergers and Acquisitions Private Equity Firms Private Equity Firms Stakes 130

The Motley Fool

DECEMBER 6, 2023

Riley Financial provides financial services including investment banking, wealth and asset management, business advisory, and asset disposal. According to financial analytics firm Refinitiv, dealmaking like initial public offerings (IPOs) and mergers and acquisitions (M&As) was at an all-time high that year.

Collateral 246

Collateral Investors Mergers and Acquisitions Initial Public Offering 246

Private Equity Wire

OCTOBER 23, 2024

French investment firm Wendel is to acquire a 75% stake in US asset management company Monroe Capital (MRCC.O) for $1.13bn in a move aimed at strengthening the firm’s presence in the growing private credit market, and boosting its asset management business, according to a report by Reuters.

Mergers and Acquisitions 98

Mergers and Acquisitions Capital Private Equity Firms Private Equity Firms 98

Blackstone News

NOVEMBER 29, 2023

Transaction Terms The merger agreement includes a customary 30-day “go-shop” period expiring on December 29, 2023. During this period, Rover and its advisors will be permitted to solicit, consider and negotiate alternative acquisition proposals from third parties. Closing of the transaction is not subject to a financing condition.

Securities and Exchange Commission (SEC) 131

Securities and Exchange Commission (SEC) Mergers and Acquisitions Legal Assets 131

Private Equity Insights

NOVEMBER 28, 2023

Southport-based asset management company Seventy Ninth Group has agreed terms to buy two holiday parks in Scotland for acquisition and subsequent redevelopment. Jake Webster, managing director of Seventy Ninth Group, said: “We are delighted to be able to add this latest acquisition to our portfolio.

Mergers and Acquisitions 130

Mergers and Acquisitions Private Equity Firms Private Equity Firms Financing 130

The Motley Fool

SEPTEMBER 13, 2024

The company funds these endeavors through its investments in the Brookfield Global Transition Fund (BGTF) strategy, which its parent, Brookfield Asset Management (NYSE: BAM) , manages. Finally, Brookfield expects to continue being active in mergers and acquisitions (M&A).

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Mergers and Acquisitions Asset Management Assets Leveraging 130

Private Equity Insights

AUGUST 23, 2023

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up Big oil has been shedding non-core assets of late, creating a new opportunity in industry mergers and acquisitions. Source: Oil Price.com Can’t stop reading?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Mergers and Acquisitions Buyout 130

The Motley Fool

OCTOBER 6, 2024

However, advisory revenue from mergers and acquisitions (M&As) beat consensus nicely. SPX data by YCharts The big miss for Jefferies came in asset management, which fell shy of consensus estimates by more than $80 million. Total investment banking revenue, which can be tricky to forecast, came in at $949.5

Mergers and Acquisitions 130

Mergers and Acquisitions Investors Initial Public Offering Exchange-Traded Funds 130

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.

Leveraged Buyouts 97

Leveraged Buyouts Leveraging Buyout Banks 97

The Motley Fool

JULY 13, 2024

A sensible swap Occidental Petroleum has been among the many participants in a wave of mergers sweeping across the oil sector over the past year. Most midstream companies have the financial flexibility to make an acquisition if the right deal comes along. Private equity infrastructure funds are another potential buyer pool.

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Mergers and Acquisitions Stakes Debt Asset Management 130

The Motley Fool

JULY 1, 2023

The last 12 months, last four quarters, they've been negative, and there's been a lot of puts and takes, a lot of acquisitions, some divestitures. Brookfield Reinsurance , which is an arm or you may describe it as a tentacle of Brookfield Asset Management , made a cash and stock bid to buy American Equity Investment Life Holding for $4.3

Mergers and Acquisitions 245

Mergers and Acquisitions Asset Management Taxes Bidding 245

The Motley Fool

APRIL 23, 2024

Roughly $7 million worth of cancels came from a single client event, a historic merger of two major global banks in Europe that affected us across index, ESG, and analytics. Just last week, we closed our acquisition of the London-based index provider, Foxberry. Turning to our other recent acquisitions.

Mergers and Acquisitions 130

Mergers and Acquisitions Hedge Funds Asset Management Banks 130

Private Equity Wire

SEPTEMBER 27, 2024

Speakig in an interview Zelter said: “This is where the industry is moving,” highlighting the increasing convergence between private capital providers and traditional banks, while emphasising that Citigroup’s role would evolve from its typical mergers and acquisitions (M&A) activity to offering a full range of financing options.

Mergers and Acquisitions 97

Mergers and Acquisitions Debt Asset Management Leveraging 97

The Motley Fool

JULY 15, 2023

BlackRock is the world's largest asset manager with some $9 trillion in assets under management (AUM) and the market leader in exchange-traded funds (ETF). 1 in mergers and acquisitions (M&A), equity and equity-related offerings, common stock offerings, and initial public offerings (IPOs).

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Mergers and Acquisitions Initial Public Offering Exchange-Traded Funds Investment Banking 130

The Motley Fool

JUNE 17, 2023

Investment banks do well when the economy grows because they are involved in several activities essential to economic growth, such as mergers and acquisitions, underwriting of securities, and asset management. Investment banks are cyclical businesses whose performance follows the overall economic cycle.

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Mergers and Acquisitions Investing Investment Banking Investment Banks 130

Private Equity Wire

JUNE 24, 2024

Pacala was most recently a managing director at Rockwood Capital, where he focused on acquisitions and asset management across property sectors. According to a press statement, Pacala led the expansion into several new investment markets across the US southeast and Texas.

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Mergers and Acquisitions Asset Management Investment Banking Investment Banks 74

Pension Pulse

FEBRUARY 12, 2025

and committing $700 million to a private equity fund managed by EQT Private Capital Asia. CPPIB also plans to contribute about $1 billion to the proposed merger between Novolex and Pactiv Evergreen Inc., interest in the public shares of Denmark-based DSV A/S to support the funding of DSVs acquisition of Schenker AG.

Mergers and Acquisitions 59

Mergers and Acquisitions Investing Stakes Buyout 59

The Motley Fool

JULY 26, 2024

See the 10 stocks » *Stock Advisor returns as of July 22, 2024 We are delighted to announce that we closed our merger with Cambridge Trust on July 12 and successfully converted all banking customers that we get. And we believe our best days are still ahead of us due to the strategic benefits of the Cambridge merger. 10 overall.

Mergers and Acquisitions 130

Mergers and Acquisitions Securities and Exchange Commission (SEC) Banks Assets 130

The Motley Fool

DECEMBER 11, 2023

While the purpose of this transaction was to add General Re's reinsurance operations to the mix, General Re also owned a specialty investment firm known as New England Asset Management (NEAM). When Berkshire closed its acquisition of General Re, it became the owner of NEAM. Image source: Getty Images. As of Sept. As of Sept.

Portfolios 130

Portfolios Mergers and Acquisitions Banks Asset Management 130

The Motley Fool

JULY 27, 2023

We also celebrated another major milestone in our Sprint merger integration as we are now substantially complete with both the billing migration and retail rationalization, well ahead of our year-end target. Our merger synergies are expected to be approximately $7.5 And we now expect cash merger-related costs of $1.6

Mergers and Acquisitions 245

Mergers and Acquisitions Capital Accounting Shareholders 245

Private Equity Wire

SEPTEMBER 24, 2024

Managing financial risks In a volatile economic environment, managing risks such as currency fluctuations and interest rate volatility has become a key concern for private equity firms, especially those involved in cross-border acquisitions.

Mergers and Acquisitions 95

Mergers and Acquisitions Private Equity Firms Private Equity Firms Leveraged Buyouts 95

The Motley Fool

AUGUST 1, 2024

Blue Owl had a very active second quarter, reporting another record quarter of earnings and announcing highly strategic acquisitions that further diversify our business. Looking back to when we announced the Oak Street acquisition in 2021. And critically, all of these were proprietary acquisitions not done through auctions.

Capital 130

Capital Mergers and Acquisitions Management Fees Asset Management 130

Pension Pulse

DECEMBER 4, 2024

Mr. Poirier is the chief executive officer of NeuState Advisory, a firm he founded, and a former executive in the pensions division of asset manager State Street Corp. Frontenac bought it in 2020 and merged it with other firms to form Integris in 2021, then supported it through several acquisitions.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Pension Funds 59

Private Equity Wire

NOVEMBER 28, 2023

Starting her career in environmental due diligence for mergers and acquisitions (M&A), Laura now works with investors, asset managers, and their portfolio companies to develop meaningful ESG strategies with a focus on data collection, reporting, and value creation.

Investors 96

Investors Due Diligence Mergers and Acquisitions Asset Management 96