Private Equity Insights

MAY 10, 2024

. “Even though it faced bankruptcy Toshiba is still one of Japan’s leading companies. It also has many businesses linked to government policies, so it seems a little unrealistic for it to become a foreign-owned private company,” said Takuro Hayashi, an analyst at Iwai Cosmo Securities.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Conglomerates Buyout 147

Private Equity Wire

JULY 24, 2024

Global private investment firm KKR is to acquire Janney Montgomery Scott, a wealth management, investment banking and asset management firm with over $150bn in assets under administration, from The Penn Mutual Life Insurance Company.

Asset Management 96

Asset Management Investment Banking Private Companies Investment Banks 96

Private Equity Insights

OCTOBER 18, 2023

“I am honored to be joining the Board of CIRCOR as Chair and admire the Company for its leadership in the flow control space,” said Mr. Daniel. “I I look forward to working with CIRCOR’s talented team to take the business to new heights as a private company.” industrial companies.

Mergers and Acquisitions 130

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

The Big Picture

OCTOBER 31, 2022

How Twitter Will Change as a Private Company : The social media company went public in 2013. But Elon Musk is taking it private as part of his acquisition of the firm. Professor Jeremy Siegel of Wharton, and Jeremy Schwartz, Chief Investment Officer at the $75 billion Wisdom Tree Asset Management.

Asset Management 105

Asset Management Private Companies Assets Stock Market 105

The Motley Fool

JULY 23, 2024

For example, our strategic partnership with Moody's meaningfully expand the reach of our sustainability content among banks, insurance companies and corporates. It would also help us broaden our private company ESG coverage and expand our capabilities within private credit.

Assets 130

Assets Hedge Funds Asset Management Capital 130

The Big Picture

MARCH 25, 2023

Mielle spent two decades as a partner and senior portfolio manager at Canyon Capital Advisors and was named one of the “50 Leading Women in Hedge Funds” by the Hedge Fund Journal and E&Y. She currently serves on the boards of four publicly traded firms and one private company. trillion asset manager of TIAA.

Hedge Funds 72

Hedge Funds Financial Institutions Asset Management Private Companies 72

Private Equity Wire

NOVEMBER 28, 2023

The CSRD is a pivotal effort — alongside the EU Taxonomy and the Sustainable Finance Disclosure Regulation (SFDR) — to increase transparency, encourage capital into sustainable investments, and improve the management of risks stemming from environmental, social, and governance (ESG) issues.

Investors 96

Investors Due Diligence Mergers and Acquisitions Asset Management 96

The Big Picture

APRIL 21, 2024

My Sunday morning look at incompetency, corruption and policy failures: • ‘Water is more valuable than oil’: the corporation cashing in on America’s drought : In an unprecedented deal, a private company purchased land in a tiny Arizona town – and sold its water rights to a suburb 200 miles away. His group manages $2.3

Education 64

Education Asset Management Private Companies Assets 64

Pension Pulse

FEBRUARY 12, 2025

billion (C$479 million) in a separately managed account by TPG Angelo Gordon, targeting real estate credit opportunities in South Korea. Completed a US$250 million anchor investment in the Antares Private Credit Fund, which holds Antares-originated loans to private companies in the U.S. Committed KRW 473.1 Invested SEK 1.2

Mergers and Acquisitions 59

Mergers and Acquisitions Investing Stakes Buyout 59

Private Equity Professional

AUGUST 12, 2024

Lincoln’s Database Independently Verified According to a recent study by an Assistant Professor of Finance at Penn State University’s Smeal College of Business, Lincoln’s private company database includes reliable, statistically significant data not found in other major United States private debt databases.

Buyout 100

Buyout Enterprise Values Leveraged Buyouts Mergers and Acquisitions 100

Pension Pulse

SEPTEMBER 4, 2024

The alternative asset manager, along with the Canada Pension Plan Investment Board (CPP Investments), is acquiring AirTrunk from Macquarie Asset Management (MAM) and the Public Sector Pension Investment Board (PSP). MAM and PSP Investments have sold their 88% stake in AirTrunk.

Investing 59

Investing Asset Management Stakes Assets 59

Mainsail

AUGUST 15, 2024

5000 list, recognizing the fastest-growing private companies in America. Mainsail Partners is proud to highlight our 10 portfolio companies that made the list. Located: West Palm Beach, FL Website: www.planhub.com Software solution for machine shops managing every detail of manufacturing shops in a paperless environment.

Companies 52

Companies Portfolios Asset Management Private Companies 52

Blackstone News

NOVEMBER 29, 2023

We look forward to partnering with management to build upon their leading online marketplace and leveraging Blackstone’s extensive expertise and resources to support the Company’s continued expansion as a private company.” About Blackstone Blackstone is the world’s largest alternative asset manager.

Securities and Exchange Commission (SEC) 131

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

Blackstone News

JANUARY 22, 2024

About Blackstone Blackstone is the world’s largest alternative asset manager. We do this by relying on extraordinary people and flexible capital to help strengthen the companies we invest in. 5000 list of North America’s fastest-growing private companies.

Legal 52

Legal Investing Consulting Consultants 52

The Big Picture

JULY 11, 2023

One is we were securitizing the assets in the auto loan and selling them off to other asset managers because we weren’t able to buy them ourselves. Did you guys just say, we really want to be pure investment management? The requirements for asset managers to have a bank were such that it would inhibit us a bit.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Financing 88

Pension Pulse

AUGUST 7, 2023

They’re talking about asset management firms, in which public pension funds often have investments, supporting shareholder proposals meant to achieve social justice or climate objectives yet of dubious financial value. They could simply carry on trying to maximize returns.

Investing 52

Investing Collateral Pension Funds Asset Management 52

Pension Pulse

OCTOBER 20, 2023

My take: This is a great deal for BCI and Searchlight, a private equity firm BCI seeded. Consolidated Communications is a leading fiber-first provider and it will grow nicely as a private company with BCI/ Searchlight as its partners. Brookfield Asset Management Ltd. billion) private debt fund earlier this month.

Investing 59

Investing Consulting Consultants Debt 59

The Motley Fool

JANUARY 30, 2024

MSCI already provides climate data on about 73,000 companies and issuers under subsidiaries, including more than 55,000 private companies, along with more than 7,000 private equity and private debt funds. We also provide location data on about 1 million asset locations through MSCI GeoSpatial.

Assets 130

Assets Hedge Funds Capital Taxes 130

Pension Pulse

NOVEMBER 3, 2023

However, we do engage with the climate-forward companies in our portfolio to stay on track and to continue our learning around the energy transition and related markets, technologies and opportunities. We directly engage with both public and private companies in our portfolio to promote sustainable business practices and long-term thinking.

Pension Funds 59

Pension Funds Investing Hedge Funds Assets 59

Pension Pulse

JULY 24, 2024

Moving into 2023, he set a goal of reducing the pension’s PE allocation to 18 percent within three years, primarily by selling companies and exiting fund stakes via the secondaries market. These professionals had been trained to spot top private companies and PE funds, rather than to sell their investments.

Pension Funds 59

Pension Funds Buyout Stakes Financing 59

The Motley Fool

OCTOBER 23, 2024

On the asset management front, we executed new leases, extensions, or options on approximately 785,000 square feet of gross leasable area during the quarter, including a 211,000 square foot Walmart Supercenter in Ohio and a 70,000 square foot Marshalls and HomeGoods in Secaucus, new Jersey. He's the owner of Hobby Lobby.

Debt 130

Debt Capital Leveraging Assets 130

Pension Pulse

DECEMBER 6, 2023

CPPIB is one of the world’s largest investors in private equity, which has been an important driver of returns. It invests with external managers and also invests directly in private companies in North America and Europe.

Pension Funds 59

Pension Funds Investing Assets Banks 59

Pension Pulse

NOVEMBER 15, 2023

At the moment, valuations “are probably also unrealistically high given the run up in interest rates we have experienced,” Keohane said, adding that the rising rate environment has muted the outlook for private equity compared to the lustre of the past 20 years or so when rates were historically low.

Stakes 59

Stakes Pension Funds Assets Buyout 59

The Motley Fool

DECEMBER 30, 2023

Ken Cornick: We definitely have a unique background when it comes to running a company. We've been partners for a long time, and we were in asset management and we like to say equity long short. That was the genesis of finding company to run. We were really lucky. We were looking for businesses and we stumbled upon Clear.

Hedge Funds 130

Hedge Funds Debt Financial Services Shareholders 130

Pension Pulse

APRIL 9, 2024

Earlier today, Ivanhoé Cambridge issued a press release stating Scape Australia closed its third PBSA development JV at AUD1.0bn alongside it and APG: Sydney, Australia, April 9, 2024 – Scape Australia has formed a partnership with Dutch pension investor APG Asset Management N.V. (‘APG’)

Pension Funds 59

Pension Funds Education Leveraging Assets 59

The Motley Fool

JULY 25, 2023

We delivered run rate growth of over 40% with both asset managers and asset owners, and over 75% run rate growth with banks, insurance, wealth management, and hedge funds, collectively. Our run rate growth with asset managers and asset owners was 10% and 12%, respectively.

Assets 100

Assets Banks Capital Portfolios 100

Pension Pulse

SEPTEMBER 12, 2023

This means exits will become tougher and valuations of private companies will necessarily come down (see my recent comment going over how regulators are demanding more disclosure from private equity and hedge funds). Now, CPP Investments has a long investment horizon. Laura Benitez has more on "Bloomberg Markets: The Close."

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

The Motley Fool

OCTOBER 31, 2023

Our product lines are increasingly interconnected, which means our work in private assets reinforces our work in climate and vice versa. For example, together with Burgiss, we previously developed a tool that offers climate data on around 50,000 private companies and more than 6,000 private equity and private debt funds.

Assets 100

Assets Hedge Funds Capital Leveraging 100

Pension Pulse

DECEMBER 21, 2023

The other part that is very important for us and that's where the puck is heading for institutional investors, is the engagement with our portfolio companies. This partnership will help increase the pipeline of bankable climate transactions in emerging economies (see details here ).

Mergers and Acquisitions 59

Mergers and Acquisitions Assets Pension Funds Leveraging 59

The Big Picture

OCTOBER 15, 2024

And so today, if you’re not accessing private markets, you’re gonna get left way behind your returns. And unfortunately our DOD is not as competent as it used to be, but our private companies are the best in the world. But, but no, yes, we have to do lots of small ships if we wanna stay ahead of them.

Venture Capital 59

Venture Capital Private Companies Hedge Funds Capital 59

Pension Pulse

FEBRUARY 22, 2024

CDPQ's own public equities portfolio saw its performance "driven by growth stocks, as well as by large positions in Quebec companies, which performed well." The private equity portfolio was affected by interest rate hikes as well as by an increase in financing costs, which affected certain private companies.

Returns 59

Returns Pension Funds Assets Debt 59

The Big Picture

OCTOBER 31, 2023

Just really a fascinating history from, from a private company to a public company back to a, a partnership. He is uniquely situated because he has run both public mutual funds as well as privates, including late stage venture private equity credit down the list. Really interesting. That are all gone. Correct.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

Pension Pulse

JULY 2, 2024

Moving into 2023, he set a goal of reducing the pension’s PE allocation to 18 percent within three years, primarily by selling companies and exiting fund stakes via the secondaries market. These professionals had been trained to spot top private companies and PE funds, rather than to sell their investments.

Pension Funds 59

Pension Funds Buyout Stakes Assets 59

The Big Picture

AUGUST 29, 2022

Here’s the thing that I feel for the rest of the world is that the structure of a publicly-traded asset manager is such that you are — you — your …. And in the case of asset managers, I think I have a chapter called the “Fall and Rise of Active” because active is evolving in different ways. RITHOLTZ: Yeah.

Mutual Funds 69

Mutual Funds Funds Assets Asset Management 69

Pension Pulse

JULY 4, 2023

The company leaks more water than any other water company in UK, losing the equivalent of up to 250 Olympic size swimming pools every day from its pipes. Its chief executive, Sarah Bentley, resigned last week, weeks after she was asked to forgo her bonus over the company's handling of sewage spills.

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

The Big Picture

NOVEMBER 22, 2022

Venture capital, private equity, just were not recruiting for those spaces. And so they stood up a firm called AltFinance, whose main purpose was to help alternative asset managers tap into that rich pool of potential hires. But our students know many of the holding companies, right. We’re talking to Marcus Shaw.

Financing 59

Financing Finance Hedge Funds Venture Capital 59

The Big Picture

JANUARY 9, 2024

But I do think that like if you are a broadly diversified, enormous asset manager, you do have to think about your portfolio primarily in systemic ways and not in like competitive decisions that your individual companies are making. Whereas in a public company merger, like it doesn’t really work that way.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52