Private Equity Insights

OCTOBER 23, 2023

OHA sourced this transaction through its strategic direct lending partnership with BMO Capital Markets (“BMO”), which includes over $1bn to invest in jointly originated senior secured private credit assets.

Finance 130

Finance Financing High Net Worth Individuals Pension Funds 130

The Motley Fool

FEBRUARY 23, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per share basis.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

The Motley Fool

AUGUST 4, 2023

Two additional key performance indicators that management will be discussing on this call are net asset value or NAV and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is reported on a per share basis. We've also continued to produce attractive returns on our asset management business.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

This is going to be BIG.

MAY 16, 2024

That would probably signal the end of the asset class. His thesis would be that companies could leverage data as an advantage—and that might play out in various ways across a lot of different industries. When Roger Ehrenberg set out to professionalize his angel investing into a fund, he used “Data” as the theme. Data wasn’t a sector.

Deal Flow 97

Deal Flow Leveraging Venture Capital Capital 97

Private Equity Wire

DECEMBER 3, 2024

Traditional systems of record, such as CRM platforms, deal flow systems and portfolio management software, constitute the backbone of PE firms’ operations. For example, AssetMetrix is leveraging newly developed RAG capabilities to simplify and optimize data ingestion and consumption. References 1.

Due Diligence 88

Due Diligence Consulting Consultants Leveraging 88

The Motley Fool

OCTOBER 11, 2024

iShares is leading the industry in global flows with approximately $250 billion through the third quarter and historically sees upwards of 40% of its total annual flows in Q4. iShares' fixed-income ETF assets now stand at over $1 trillion, nearly 40% higher than at year-end 2021. And Aladdin. Third quarter revenue of $5.2

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

JULY 14, 2023

trillion in assets, 9.4 We deliver durable long-term investment performance by executing on alpha opportunities, sourcing unique deals, and managing risk. The foundation of a market-leading asset management platform is comprehensive, high-quality investment products with strong long-term investment performance.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

MAY 3, 2024

Importantly and atypically, over half of our Q1 debt brokerage deal flow was on non-multifamily assets in retail, hospitality, industrial, and office. If the asset is still leasing up and doesn't have 90% occupancy, it can't qualify for a GSE loan. The decrease in non-cash MSR revenues drove a $7.2

Debt 130

Debt Banks Assets Capital 130

The Motley Fool

APRIL 24, 2024

While the net lease transaction market continues to sort itself out, our team is doing a tremendous job leveraging our relationships and uncovering unique opportunities. Our conversion rate of deals approved by our investment committee to letters of intent signed is the highest in over two years at approximately 38%.

Debt 130

Debt Capital Leveraging Finance 130

The Motley Fool

NOVEMBER 21, 2024

It offers life science companies the ability to leverage Nanox.AI The primary purpose of the center is to consolidate our core assets and knowledge and to advance the development of the chips and the tubes and to lead our future road map. In other AI business news, Dandelion Health extended its cooperation with Nanox.AI

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Deal Flow Liabilities Companies 245

The Motley Fool

NOVEMBER 6, 2024

Excluding the Eddy assets, our sales per square foot was $910, our occupancy rate was 95.4%, same-store NOI was 2.8%, and traffic was up 1.6%. when excluding the Eddy group of assets in our portfolio. PPRT owns Fortress asset Los Cerritos, Fortress potential asset Washington Square, and Eddy Asset Liquid Center.

Debt 130

Debt Assets Portfolios Leveraging 130

The Motley Fool

OCTOBER 1, 2024

When you look at all the component parts of what Brookfield is, what we are firmly focused on is, how do we build a business that has really stable cash flow, strong downside protection, and can drive attractive earnings growth over a long period of time. In December you spun out Brookfield Asset Management. This was a big deal.

Asset Management 130

Asset Management Assets Capital Shareholders 130

Pension Pulse

JULY 3, 2024

Sarah Rundell of Top1000funds reports AIMCo talks total portfolio approach, private credit, and risk: Alberta Investment Management Corporation, AIMCo, the $160 billion asset manager for pensions, endowments and insurance groups in Canada’s western province, is developing a total portfolio approach in private assets.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

The Motley Fool

OCTOBER 23, 2024

At quarter end, leverage stood at just 3.6 This patient approach is paid off -- paid off as we've been able to capitalize on distressed sellers while leveraging our asymmetric data sets and relationships to identify unique opportunities. This includes the acquisition of 66 assets for over $215 million.

Capital 130

Capital Debt Leveraging Assets 130

The Motley Fool

OCTOBER 17, 2024

We also stated our belief that an easing of the cost of capital would be very positive for Blackstone's asset values and would be a catalyst for transaction activity, including deployment and ultimately, realizations, which in turn fuel fundraising. The alternative industry still represents a small portion of investable assets globally.

Debt 130

Debt Management Fees Capital Assets 130

The Motley Fool

JULY 24, 2024

Our team's efforts continue to produce unique and proprietary deal flow, and we continue to identify attractive investment opportunities across all three external growth platforms. This includes the acquisition of 47 assets for approximately $186 million. of annualized base rents. at period end.

Debt 130

Debt Capital Assets Asset Management 130

The Motley Fool

AUGUST 2, 2023

We are in a period of time where unlevered returns on most of the assets we invest in are between 8% and 12% on an unlevered basis. While we are a mortgage REIT, I'd like to think of us as an asset manager operating as a REIT. In July, we announced the acquisition of Sculptor asset management, which is a $34 billion asset manager.

Capital 100

Capital Asset Management Assets Shareholders 100

The Motley Fool

FEBRUARY 15, 2024

That type of rate volatility makes it exceedingly difficult for buyers and sellers of commercial real estate to establish pricing, determine their cost of capital, and compute an IRR on the sale or acquisition of an asset. These deals remain in our portfolio, and we expect to dispose of the assets when market conditions become more favorable.

Debt 100

Debt Finance Financing Capital 100

The Motley Fool

SEPTEMBER 4, 2024

Our partner network continues to generate opportunities and open new deal flow. We leverage all layers of the AI tech stack, silicon cloud infrastructure services, and foundation models. This quarter, we deployed C3 generative AI for industrial asset inspections at a large manufacturer. For example, GPT 4.0,

Professional Services 130

Professional Services Enterprise Values Assets Leveraging 130

SuperAngel.Fund

OCTOBER 27, 2023

These changes have been driven by higher interest rates that offer the ability for investors to earn greater yields today than at any other time over the past 15 years via “risk-free” assets like U.S. It is what drives our deal flow, information advantage, ability to support our network, and more. Treasury Bills.

Venture Capital 64

Venture Capital Deal Flow Startups Due Diligence 64

The Motley Fool

JUNE 7, 2024

He talked about the fact that the Sreit hasn't been selling assets, has a redemption queue that's very high, and were it not for their gates or the walls they could put up on redemptions that they'd run out of money. Back in the aggregation days of 2021 and 2022, they were literally buying an asset a week. It's not a new story.

Assets 130

Assets Capital Asset Management Companies 130

Pension Pulse

JANUARY 10, 2024

The 2020 Covid recession was deep and certainly a stress test the asset class unquestionably passed, but it was also short-lived. A combination of our scale, certainty of assets, and our long investment horizon make us uniquely positioned as a global investor. trillion today, with nearly $700 billion being deployed in North America.

Debt 59

Debt Investing Banks Assets 59

The Motley Fool

NOVEMBER 9, 2023

Net asset value per share increased to $15.40, up $0.14 billion, and total net assets of $6 billion. billion, and we ended the quarter with net leverage of 1.13 The fund is in -- you know, squarely in our target leverage level, and so we are sizing new investments essentially to replace repayments.

Capital 100

Capital Private Equity Firms Private Equity Firms Leveraging 100

The Motley Fool

APRIL 12, 2024

In wealth, while revenues were down in the quarter, we grew fees and gathered an estimated $22 billion of net new assets over the past 12 months. Now these won't happen overnight, but getting these things right will help us get more than our fair share of the $5 trillion of assets that our clients have away from us.

Banks 130

Banks Assets Mergers and Acquisitions Investment Banks 130

Private Equity Wire

JUNE 27, 2023

This marked a drop of 50% in deal value and 35% in volume on Q1 2022. A new survey of investors and deal advisers conducted by Private Equity Wire found high asset prices were the number one challenge when considering tech firms. In Asia, meanwhile, China is again the one to watch.

Buyout 52

Buyout Bidding Leveraging Deal Flow 52

Insight Partners

SEPTEMBER 9, 2024

By understanding and leveraging these dynamic properties, we can intervene positively within the natural context of the cell and the body.” As of December 31, 2023, the firm has over $80B in regulatory assets under management. The company’s board of directors offers a wealth of industry expertise to guide Superluminal.

Deal Flow 52

Deal Flow Startups Venture Capital Finance 52

The Motley Fool

AUGUST 29, 2024

Domo was founded to help organizations leverage their data more effectively. The number of joint deals in our pipeline being worked between us and CDW partners has increased from zero to over 60 deals over just the last two quarters. This represents a completely new source of deal flow.

Leveraging 130

Leveraging Debt Deal Flow Finance 130

SuperAngel.Fund

APRIL 21, 2023

” Per a Wall Street Journal article from November 2, 2022 : “Venture has outperformed other asset classes in prior down cycles. As Warren Buffett famously said: “Be fearful when others are greedy, and be greedy when others are fearful.”

Venture Capital 52

Venture Capital Banks Deal Flow Capital 52

The Motley Fool

OCTOBER 31, 2024

As you've read in our shareholder letter, FY '25 is off to a good start, with fresh off our Team '24 Europe event in Barcelona, where we heard our customers like Vodafone, Lloyds Banking Group and Mercedes-Benz are leveraging our products in powerful ways to drive team productivity and deliver superior service.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Conglomerates Investors 130

SuperAngel.Fund

JANUARY 6, 2023

” Per a Wall Street Journal article from November 2, 2022 : “Venture has outperformed other asset classes in prior down cycles. I estimate the current net asset value at $7.76m, representing a 25% unrealized IRR and 1.3x into 86 companies across 109 investments. gross multiple.

Venture Capital 52

Venture Capital Finance Financing Law Firms 52

The Motley Fool

AUGUST 6, 2024

million at the end of the second quarter, with net leverage of about 1.4x. So, that margin definitely flowed through down, healthy SG&A as well, some decent leverage there, and then down to EPS. We ended the quarter with $67.1 million of cash. Inventory at the end of the quarter totaled $367.3 Total debt was $379.2

Accounting 130

Accounting Returns Leveraging Taxes 130

The Motley Fool

DECEMBER 5, 2023

Our win rates remain strong, and we are delivering operating leverage. Much like Splunk, Splunk did not own any one of these assets. And is there any difference in linearity of deal flow during the quarter, this quarter versus previous quarters? Our teams are executing well. We do it with OCSF.

Mergers and Acquisitions 130

Mergers and Acquisitions Liabilities Banks Capital 130

The Motley Fool

JULY 27, 2023

This assessment can be applied across the asset, company and portfolio level, which gives our corporate and investor customers a greater ability to quantify both dependency and impact on location specific ecosystems. There's not a lot of deal flow. The private credit asset class is right now about $1.5

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Banks Debt Capital 100

The Big Picture

OCTOBER 31, 2023

And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified. So fixed income is now a substantial percentage of our assets. For, for hedge fund or for, 00:06:29 [Speaker Changed] So that was actually Montgomery Asset Management.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Motley Fool

APRIL 18, 2024

In the first quarter, our funds reported steady appreciation overall, highlighted by strength in infrastructure, credit, and our multi-asset investing platform, BXMA. Our long-term capital provides the flexibility and firepower to invest while affording us the patience to sell assets when the time is right.

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

FEBRUARY 15, 2024

We also continue to drive share gains in our markets by leveraging a multi-brand, multichannel approach at scale to differentiate ourselves competitively. Additionally, we are leveraging the scale of our Orkin brand across North America to effectively serve commercial customers coast to coast in both the U.S. and Canada.

Leveraging 130

Leveraging Taxes Capital Banks 130

The Big Picture

JUNE 13, 2023

Mathieu Chabran is the co-founder of TIKEHAU Capital, a Paris-based alternative asset manager. They run over $40 billion worth of assets. I don’t know how relevant that is to asset management, but let’s talk a little bit about you were doing before you were being lauded by the French president.

Banks 59

Banks Asset Management Assets Capital 59