Private Equity Insights

DECEMBER 4, 2023

” The raise announced today comprises committed capital investments in energyRe LLC from Glentra Capital alongside co-investors Novo Holdings and Denmark -based pension fund PKA. Glentra will leverage its track record in developing and constructing renewable energy assets in the U.S.

Capital Investments 130

Capital Investments Capital Investing Stakes 130

Pension Pulse

APRIL 10, 2025

BCI announced today a significant minority equity stake in Broadstreet Partners: On April 10, 2025, BroadStreet Partners (the Company) announced that BCI, Ethos Capital, and White Mountains Insurance Group, Ltd. About Ontario Teachers Ontario Teachers' Pension Plan Board (Ontario Teachers') is a global investor with net assets of $266.3

Stakes 52

Stakes Legal Leveraging New York Stock Exchange 52

The Motley Fool

MAY 24, 2024

Despite stakes in 44 stocks and two exchange-traded funds, the vast majority of Berkshire's invested assets have been put to work in just a handful of Buffett's top ideas. of invested assets) Despite selling nearly 116.2 Apple: $149,766,876,019 (39.7% Bank of America: $40,529,112,715 (10.7%

Portfolios 238

Portfolios Investing Banks Stakes 238

The Motley Fool

SEPTEMBER 30, 2024

At the end of June, 50% of Ares Captial's assets were first-lien senior secured loans. Nearly all of PennantPark Floating Rate Capital's loans are first-lien senior secured debt, which means they're first in line to be repaid in the unlikely event of bankruptcy.

Investors 245

Investors Debt Professional Services Stakes 245

The Motley Fool

OCTOBER 9, 2024

Buffett and longtime right-hand man Charlie Munger, who passed away in November, long believed that their top ideas are deserving of more investment capital. Despite Berkshire Hathaway holding stakes in 43 stocks and two index funds , a whopping 67% ($210.4 Apple: $90.7 billion (28.8% American Express: $41.8 billion (13.3%

Portfolios 246

Portfolios Investing Banks Assets 246

The Motley Fool

MAY 10, 2024

Buffett's buying activity has been selective A 13F is a required quarterly filing for institutional investors and money managers with at least $100 million in assets under management. Berkshire's stake in integrated oil and gas stock Occidental has been added to with regularity over the past two years. Image source: The Motley Fool.

Stakes 246

Stakes Investing Shareholders Capital 246

The Motley Fool

JULY 26, 2024

billion in dividend income from its nearly 999 million-share stake in Bank of America over the next 12 months. Three years of reduced capital investment by global energy majors during the COVID-19 pandemic has helped to lift the spot price of crude oil. With BofA increasing its dividend by $0.02 The reciprocal is also true (i.e.,

Banks 246

Banks Debt Stakes Capital 246

The Motley Fool

MARCH 29, 2024

This was originally a $10 billion stake, but Occidental has since redeemed $1.51 More than three years of reduced capital investment from major energy companies during the pandemic has constrained global oil supply and provided a lift to the spot price of crude. But Berkshire also owns $8.49 million a year). Apple: $869.3

Banks 246

Banks Stakes Assets Public Companies 246

The Motley Fool

APRIL 12, 2024

Although his company's $370 billion portfolio holds stakes in 45 stocks and two index funds, a majority of invested assets has been put to work in a small number of companies. Let's take a closer look at all 27 companies Warren Buffett and his investment team have at least $1 billion of Berkshire's capital invested in.

Portfolios 246

Portfolios Banks Stakes Shareholders 246

The Motley Fool

JUNE 29, 2024

If you want to invest in a company with decades of growth ahead of it, Nu is for you. The company got its start in 2013 after co-founder David Vélez, then a member of Sequoia Capital's investment team, recognized a giant opportunity in Latin America's banking sector. Should you invest $1,000 in Nu Holdings right now?

Initial Public Offering 246

Initial Public Offering Stock Exchanges Banks Stakes 246

AltAssets

MARCH 13, 2024

Hunter Point Capital, a specialist in taking minority investments in mid-market alternative asset managers, has promoted Conway Bate to global head of capital formation. The post GP stake specialist Hunter Point Capital promotes Bate to head of capital formation first appeared on AltAssets Private Equity News.

Stakes 98

Stakes Capital Asset Management Assets 98

The Motley Fool

DECEMBER 4, 2023

CEO Warren Buffett has been dazzling Wall Street with his investing prowess. Although the Oracle of Omaha is far from perfect -- Berkshire is currently taking a bath on its Kraft Heinz stake -- he's led his company's class A shares (BRK.A) For the past 58 years, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Stakes Conglomerates Bidding 130

The Motley Fool

JULY 7, 2023

Morgan Asset Management, a division of banking giant JPMorgan Chase , publicly traded companies that initiated and grew their payouts between 1972 and 2012 delivered an annualized return of 9.5%. This $10 billion in preferred stock stems from capital Berkshire supplied to Occidental in 2019 to facilitate its acquisition of Anadarko.

Banks 290

Banks Debt Shareholders Capital 290

Private Equity Insights

MAY 10, 2024

Read more Bain Capital invests $250 m in business services firm Sikich Bain Capital is picking up a minority stake worth $250 million in business services firm Sikich, read more Blackstone completes Civica acquisition Funds managed by affiliates of Blackstone, the world’s largest alternative asset manager, have.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Buyout Asset Management 147

Private Equity Insights

MAY 10, 2024

Read more Bain Capital invests $250 m in business services firm Sikich Bain Capital is picking up a minority stake worth $250 million in business services firm Sikich, read more Blackstone completes Civica acquisition Funds managed by affiliates of Blackstone, the world’s largest alternative asset manager, have.

Buyout 147

Buyout Private Equity Firms Private Equity Firms Asset Management 147

Private Equity Insights

MAY 10, 2024

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up Launched in 2022 as a successor to the €1bn Infrastructure Alliance Europe 1 fund, IAE-2 adopts a mid-market investment strategy focusing on long-term asset management of core and core-plus infrastructure assets across Europe.

Funds 130

Funds Buyout Asset Management Stakes 130

Private Equity Insights

MAY 31, 2024

Australian alternative asset manager HMC Capital has entered the private credit sector with an AUD127.5m acquisition of Melbourne-based real estate fund manager Payton Capital, according to a report by the Australian Financial Review. Source: Private Equity Wire Can’t stop reading?

Capital 130

Capital Private Equity Firms Private Equity Firms Asset Management 130

Private Equity Insights

MAY 31, 2024

In an interview with Bloomberg, Andrew Fisher, Head of Investment Strategy at ART, Australia’s second-largest pension fund, said that it aimed to raise its position from just under 1.5% To build its exposure to the asset class, ART plans to blend external managers with its internal team.

Pension Funds 130

Pension Funds Private Equity Firms Private Equity Firms Asset Management 130

Private Equity Insights

MAY 10, 2024

Funds managed by affiliates of Blackstone, the world’s largest alternative asset manager, have acquired Civica, a public sector software solutions provider, from private markets firm Partners Group, acting on behalf of clients. Read more: Private Equity Wire Can’t stop reading?

Buyout 130

Buyout Asset Management Stakes Assets 130

Private Equity Insights

MAY 10, 2024

Read more Bain Capital invests $250 m in business services firm Sikich Bain Capital is picking up a minority stake worth $250 million in business services firm Sikich, read more Blackstone completes Civica acquisition Funds managed by affiliates of Blackstone, the world’s largest alternative asset manager, have.

Mergers and Acquisitions 162

Mergers and Acquisitions Initial Public Offering Buyout Asset Management 162

The Motley Fool

JULY 22, 2023

I agree with that optimism and intend to regularly add to my stake in this life sciences landlord while it's still on sale. However, some analysts have recently upgraded it to a buy; its consensus target price of $166.43 predicts an upside of about 42% over the next year. While its leverage ratio of 5.2

Leveraging 246

Leveraging Stakes Stock Market Stock Market 246

Private Equity Insights

MAY 10, 2024

Read more Bain Capital invests $250 m in business services firm Sikich Bain Capital is picking up a minority stake worth $250 million in business services firm Sikich, read more Blackstone completes Civica acquisition Funds managed by affiliates of Blackstone, the world’s largest alternative asset manager, have.

Buyout 130

Buyout Private Equity Firms Private Equity Firms Legal 130

Private Equity Insights

MAY 10, 2024

For CVC, which declined to comment, the proposal represents another chance to expand in Japan where large companies are under pressure to sell non-core assets and improve returns to shareholders. It would also be CVC’s biggest foray into the region so far. Other deals by the private equity firm include the $1.5

Private Equity Firms 147

Private Equity Firms Private Equity Firms Conglomerates Buyout 147

The Motley Fool

OCTOBER 10, 2024

million shares of Palantir Technologies (NYSE: PLTR) , increasing his stake by 1,140%. Importantly, Citadel still had twice as much capital invested in Nvidia as Palantir as of June 30, so it would be wrong to assume Griffin lacks confidence in the chipmaker. Griffin sold 9.2 Meanwhile, he added 5.2

Hedge Funds 189

Hedge Funds Shareholders Stakes Prospects 189

Private Equity Insights

MAY 10, 2024

NEW FUNDRAISING Bain Capital’s new Asia fund will focus heavily on Japan, where it has landed marquee deals such as the $18 billion buyout of Toshiba Corp’s memory chip business, said two of the three people. Bain Capital’s U.S. rival Carlyle Group is still in the market seeking to raise $8.5

Capital 130

Capital Buyout Funds Private Equity Firms 130

Private Equity Insights

MAY 10, 2024

bank Lazard, said on Wednesday that its board had approved a potential sale of its full stake in Inetum, without mentioning the buyer. The move comes as Bain Capital is looking to build scale in Europe’s fragmented IT services industry where the private equity firm bought Italy’s Engineering Group in 2020.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Buyout 130

Private Equity Insights

NOVEMBER 2, 2023

Investcorp Capital Plc and the Middle East’s biggest alternative asset manager, its parent, are looking to raise as much as 1.49bn dirhams ($403m) in an Abu Dhabi initial public offering. The price range for the investment vehicle was set at 1.90 million shares in Investcorp Capital, which is offering another 321.5

Initial Public Offering 130

Initial Public Offering Asset Management Stakes Stock Exchanges 130

Private Equity Insights

SEPTEMBER 14, 2023

Most of CrownRock is owned by buyout firms, led by Lime Rock Partners, which took a 60% stake when it helped launch the company in 2007. CrownRock is led by Dunn, who – through his family’s CrownQuest Operating LLC – rolled his previous oil and gas assets into the partnership with Lime Rock.

Buyout 147

Buyout Debt Stakes Investment Banks 147

The Motley Fool

MAY 5, 2024

Hercules Capital Hercules Capital (NYSE: HTGC) is a business development company ( BDC ) that allows individual investors to take part in the previously elusive world of venture capital investing. Even billionaires with the means to dabble in venture capital are buying shares of Hercules Capital.

Initial Public Offering 130

Initial Public Offering Venture Capital Startups Capital 130

Pension Pulse

SEPTEMBER 25, 2024

Freschia Gonzales of Benefits and Pensions Monitor reports CDPQ and Chinook launch platform to invest in Pacific Northwest forestland: CDPQ and Chinook Forest Partners have launched a new investment platform to build a diversified portfolio of forestland in the Pacific Northwest, US.

Stakes 59

Stakes Asset Management Assets Consultants 59

Private Equity Insights

AUGUST 31, 2023

In the aftermath of a rejected offer for EY’s consulting business, US private equity firm TPG has signed a definitive agreement to acquire a majority stake in Crowe’s healthcare consulting unit. Crowe will retain a minority stake. The firm was founded in 1992 and manages assets and investments totaling $139bn.

Consultants 130

Consultants Consulting Leveraged Buyouts Private Equity Firms 130

Private Equity Insights

AUGUST 14, 2023

. (“Fund II”) and an additional $280m for Fund II co-investment. This capital will be used for middle-market buyout and growth capital investments in the U.S. Access now manages more than $2.7bn in assets. Investors in Access Holdings Fund I L.P.

Hedge Funds 130

Hedge Funds Buyout Best Practices Investing 130

The Motley Fool

SEPTEMBER 20, 2023

Third, the company has several broadband internet service businesses that generate steady, high-margin income after the initial capital investment. Last but certainly not least is the Boston Omaha Asset Management (BOAM) business, which so far has mainly invested in minority stakes in other companies.

Conglomerates 130

Conglomerates Stakes Asset Management Capital 130

Private Equity Insights

DECEMBER 15, 2023

Fund VI will continue to apply the firm’s successful middle-market investment and operating strategy of partnering closely with management teams to create value through improved governance, strategic change, operational enhancements, growth capital investment and the successful integration of accretive add-on acquisitions.

High Net Worth Individuals 130

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 130

The Motley Fool

DECEMBER 4, 2024

It has shed non-core assets like its media division and stake in DIRECTV. It has used its cash flow to invest in expanding its mobile and broadband businesses while directing any excess free cash flow after dividends to repaying debt. Instead, the telecom company plans to start buying back boatloads of its stock.

Returns 130

Returns Investors Leveraging Stakes 130

Private Equity Professional

OCTOBER 9, 2024

The high stakes involved in healthcare add layers of complexity and risk. Additional Strategies Strategies for consistent care and operational efficiency also help healthcare organizations gain visibility into their asset capacity and utilization. The network sought to expand through increased patient access to key services.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Consultants Consulting 147

The Motley Fool

JULY 22, 2023

The sale of Dominion's stake in a liquified natural gas (LNG) export facility to Warren Buffett's Berkshire Hathaway provides some clues, but the process isn't over yet. Berkshire Hathaway is the general partner and has a 25% limited partner interest in the asset. Image source: Getty Images. D data by YCharts.

Leveraging 130

Leveraging Debt Assets Stakes 130