The Motley Fool

JULY 17, 2023

When a company is privately held, it typically raises funds from sophisticated investors such as venture capitalists or private equity firms. These institutions buy an ownership stake in the form of equity in the company in exchange for investment capital. How does IPO investing work? That's a wide gap.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Due Diligence Initial Public Offering 246

Private Equity Insights

JUNE 28, 2023

BC Partners recently dropped out of the auction to buy WGSN due to concerns over the seller’s expectations on price, three sources said, speaking on condition of anonymity. The London-based private equity firm was in the second stage of bidding for WGSN, which has a price tag of 800 million pounds ($1.02

Bidding 130

Bidding Private Equity Firms Private Equity Firms Due Diligence 130

Private Equity Wire

JULY 22, 2024

US-based private equity firm Stonepeak has agreed to an all-cash deal to acquire New Zealand-based senior care specialist Arvida Group for NZD1.24bn ($745.74m) excluding debt, according to a report by Reuters. Stonepeak, which manages assets of around $71.2bn, has offered NZD1.70

Due Diligence 98

Due Diligence Private Equity Firms Private Equity Firms Enterprise Values 98

Private Equity Insights

JULY 4, 2023

NPV ESG expects to secure commitments from additional investors in its second close later this year, with several investors currently active in due diligence. The fund’s primary geographic targets include Europe, North America, and Chile, where NextEnergy Capital currently manages an extensive solar PV infrastructure asset portfolio.

Due Diligence 130

Due Diligence Pension Funds Private Equity Firms Private Equity Firms 130

Private Equity Insights

NOVEMBER 2, 2023

The private equity firm is in discussions with Global Switch’s Chinese owners about a potential deal, said the people, who asked not to be identified as the information is private. An agreement could be reached in the coming months depending on the outcome of the due diligence, the people said.

Due Diligence 130

Due Diligence Initial Public Offering Bidding Private Equity Firms 130

Private Equity Wire

JUNE 28, 2024

British private equity firm Permira has added Paddy Padmanathan as a senior adviser to its global climate investing team. In his new role, Padmanathan will help source new investment opportunities, conduct due diligence and support management teams, according to a statement.

Due Diligence 96

Due Diligence Private Equity Firms Private Equity Firms Investing 96

Private Equity Insights

JUNE 28, 2023

Landmark Management has sold a 40% stake to Rosemont to help the firm’s founder execute an internal succession plan. Private equity firm Rosemont Investment Group has acquired a 40% stake in Landmark Management, a New York-based multi-family office that oversees about $4.5bn in non-discretionary client assets.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Due Diligence 130

Axial

FEBRUARY 27, 2024

Today we are featuring the 25 Most Active Private Equity Firms on the Axial platform. ” Industries: Technology, Manufacturing, Business Services, Distribution, Healthcare Visit Baymark’s Profile “Pfingsten is an operationally-driven private equity firm focused on long-term value creation.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Mergers and Acquisitions 59

Private Equity Wire

NOVEMBER 7, 2023

Armen, an investment firm focused on acquiring stakes in private equity firms, has appointed Dominicus von Neree as Director of Investor Relations and Paul Kucerin as Managing Director, Head of DACH Investment, in its team in Germany.

Due Diligence 98

Due Diligence Private Equity Firms Private Equity Firms Stakes 98

Private Equity Wire

AUGUST 14, 2024

The Washington-based private equity firm has requested an extension for closing its sixth regional buyout fund. Since its launch over two years ago, the fund has secured $3bn in commitments—falling short of its $8.5bn target. Typically, such fundraising efforts are completed within 18 months.

Buyout 98

Buyout Due Diligence Private Equity Firms Private Equity Firms 98

Private Equity Professional

OCTOBER 11, 2024

Mr. Schwartz joins Cortec from TZP Group , a lower middle market private equity firm which invests primarily in consumer and business-to-business products and service companies. In February 2024, Cortec held the final close of its eighth institutional private equity fund, Cortec Group Fund VIII LP (Fund VIII) with $3.2

Due Diligence 100

Due Diligence Private Equity Firms Private Equity Firms Assets 100

Axial

MARCH 11, 2025

The CIM contains detailed information such as your sales process, manufacturing capabilities, management team structure, intellectual property, company assets, and high-level financials (ideally five years of historical data and projections). Read the full case study here. The LOI outlines the proposed price and deal structure from the buyer.

Due Diligence 52

Due Diligence Consulting Consultants Leveraging 52

Axial

JANUARY 18, 2024

Don’t fail to diversify your personal assets outside of your business 3 WAYS TO REDUCE YOUR DEPENDENCE ON YOUR BUSINESS Take stock of your financial situation, including the assets saved outside the business and your annual budget. Look at ways to diversify your investments and supplement your income with non-business assets.

Due Diligence 64

Due Diligence Private Equity Firms Private Equity Firms Education 64

The Motley Fool

AUGUST 9, 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. We've also continued to produce positive results in our asset management business.

Capital 130

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

Fortune Financial

AUGUST 7, 2023

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Types of Alternative Investments Alternative investments are non-traditional investment options that offer diversification, unique opportunities and potential higher returns beyond conventional asset classes like stocks and bonds.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

SEPTEMBER 12, 2023

Our job is due diligence, and for deals that require a level of speed that makes the due diligence difficult, well, we won’t do the deal. focus on Quality in a challenging Market Kim is also preparing for tougher returns in the asset class ahead. I like to be able to sleep at night.”

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

Axial

JUNE 15, 2023

Finding Quality Assets With Motivated Sellers & Reasonable Valuations While survey respondents indicated that it is difficult for investors to find good acquisition targets in any environment, it has become especially difficult in recent months due to valuation expectations combined with the rising cost of capital.

Mergers and Acquisitions 52

Mergers and Acquisitions Due Diligence Deal Origination Investment Banks 52

Pension Pulse

SEPTEMBER 6, 2023

Private assets are popular in Australia's A$2.4 trillion professional pension sector, with some funds holding almost half their assets in private markets. Since 2021, the regulator has pushed the sector to improve how it values assets that range from venture capital to office blocks.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

The Motley Fool

MAY 3, 2024

Our eat-and-play assets continue good performance, with portfolio EBITDARM up 6% in Q1 2024 over Q1 2023. Our fitness assets continue to show membership growth. We're confident the expansion will drive growth at this outstanding asset. Additionally, our net debt to gross assets was 39% on a book basis at March 31st.

Capital 130

Capital Banks Education Debt 130

The Big Picture

DECEMBER 5, 2023

They’re one of the older private equity firms around, been been in business since 1994. They run over $27 billion in, in assets. So I had worked for two private equity firms when I got outta Stanford. Michael Fish is co-founder and CEO of American Securities. That’s pretty reason.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Axial

DECEMBER 16, 2024

These buyers can include private equity firms, family offices, independent sponsors, holding companies, search funds, or individual investors. When creating a profile for your ideal financial buyer, its important to understand the distinction between private equity and whats known as patient capital.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Bidding 52

The Private Equiteer

FEBRUARY 5, 2025

This article explores the nuts and bolts of sourcing middle market private equity dealsfrom the importance of relationships and technology to creative strategies and case studieswithout diving into the due diligence or differentiation debates that usually come later. Cultivate it continuously and authentically.

Deal Flow 52

Deal Flow Private Equity Firms Private Equity Firms Leveraging 52

Trivest Partners

NOVEMBER 1, 2022

With its larger team, Seneca can lead or assist the other independent sponsor(s) in model building, CIM and management presentation development, conducting due diligence, and other important execution items. The firm has roughly $4 billion in assets under management, with a growing team of over 65 professionals.

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 40

The Big Picture

FEBRUARY 28, 2023

. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, another extra special guest from the world of private markets, the Partners Group is probably the largest private equity firm you’ve never heard of, perhaps because they were originally headquartered in Zug, Switzerland. in Colorado.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

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. We were originally very equity heavy back in the day, and we made a lot of investments on the fixed income side. Michael Carmen: 00:05:54 [Speaker Changed] Correct.

Hedge Funds 65

Hedge Funds Mutual Funds Funds Due Diligence 65

Axial

MAY 4, 2023

Our team has advised on over $2 billion of successful transactions with private equity firms, high net-worth individuals, and public companies. Our clients are privately-held businesses in a variety of industries throughout North America.” Since its founding by Joseph W.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Private Equity Professional

MARCH 11, 2025

Keppel Capital is the asset management arm of Keppel Corporation , a Singapore-based multi-business company that specializes in managing investments in infrastructure, real estate, and communications. Lehman & Company is a middle-market private equity firm primarily focused on the maritime, defense, and aerospace sectors.

Due Diligence 130

Due Diligence Private Equity Firms Private Equity Firms Asset Management 130

The Big Picture

JULY 26, 2022

Graham Weaver is the founder and partner at Alpine Investors, a private equity firm, focusing on software and services. Graham has a really interesting background, both engineering at Princeton and essentially launching a PE firm while he was a graduate student at Stanford. WEAVER: Yeah. And I checked zero of those boxes.

Consulting 119

Consulting Consultants Private Equity Firms Private Equity Firms 119

Indigo Marketing Agency

OCTOBER 25, 2019

Preparing to Sell Your Financial Advisory Firm? He’s the founder of Carson Group Holdings, he has grown Carson Group to over $15 billion in assets under advisement, he’s a New York Times bestselling author of Avalanche and The Sustainable Edge. Have you seen the most recent numbers on adviser growth by asset category?

Due Diligence 52

Due Diligence Assets Private Equity Firms Private Equity Firms 52

The Big Picture

JANUARY 24, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, his name is Steve Klinsky, and he has an absolutely storied history in the field of private equity. Well, there were only 20 private equity firms in the world in 1984. We have a lending arm at my firm as well.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Private Equity Insights

JANUARY 20, 2025

Founded in 1846, Insignia provides financial advice, superannuation, wrap platforms, and asset management services to a broad client base. Read more Update: Insignia Financial grants limited due diligence to CC Capital for A$4.60 read more The post Update: Insignia Financial grants limited due diligence to CC Capital for A$4.60

Due Diligence 130

Due Diligence Capital Private Equity Firms Private Equity Firms 130

Pension Pulse

NOVEMBER 10, 2023

The Fund’s quarterly results were driven by positive performance in credit and private equities and gains across U.S. dollar-denominated assets, which benefited from a strengthening U.S. The $1 billion decrease in net assets consisted of $1 billion in net income, less $2 billion in net base CPP outflows.

Investing 59

Investing Buyout Stakes Assets 59

Private Equity Insights

MARCH 6, 2025

The North Dakota-based private equity firm, co-founded with former MMA fighter Nick Edwards, has already secured $100m in equity and is actively deploying capital across multiple sectors. The firm has already backed organizations that support student-athletes, drive community impact, and advance healthcare research.

Due Diligence 162

Due Diligence Private Equity Firms Private Equity Firms Investors 162

Private Equity Insights

FEBRUARY 20, 2025

KKRs buyout of Fuji Soft is set to become Japans largest take-private deal this year, according to LSEG data. The private equity firm pursued an unconventional two-stage acquisition process, repeatedly raising its offer in response to Bains competing bids.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Due Diligence Bidding 147

Private Equity Insights

MARCH 10, 2025

The bidding war has intensified after Brookfield Asset Management entered the fray last month with a matching bid. Insignia, formerly known as IOOF, manages AUD327bn in client assets, positioning it as Australias third-largest superannuation provider. The revised offer of AUD5 per share, up from their initial AUD4.60

Bidding 147

Bidding Due Diligence Capital Private Equity Firms 147

The Motley Fool

JANUARY 8, 2025

Sign Up For Free Given Buffett and Berkshire's success, it's always a good idea to keep an eye on Berkshire's massive $300 billion equities portfolio for new investment ideas. Make sure to do your own due diligence and not buy blindly.) Should you buy Berkshire's three worst-performing stocks over the past decade?

Due Diligence 130

Due Diligence Mergers and Acquisitions Private Equity Firms Private Equity Firms 130