Private Equity Insights

OCTOBER 23, 2023

Oak Hill Advisors (“OHA”) served as a Lead Arranger for the unitranche financing to fund Bain Capital Private Equity’s (“Bain Capital”) acquisition of Harrington Industrial Plastics (“Harrington”) from Nautic Partners.

Finance 130

Finance Financing High Net Worth Individuals Pension Funds 130

Private Equity Insights

FEBRUARY 9, 2024

Allegro Funds as it acquired fuel retailer Gull New Zealand; and BGH Capital’s payments platform Pushpay, the firm said. Financing of leverage buyouts in Australia and New Zealand has typically been done through banks due to the lack of an institutional capital market for high-yield borrowers. and Citigroup Inc. has raised A$2.6

Leveraged Buyouts 130

Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 130

Pension Pulse

APRIL 16, 2024

Derek Decloet and Christine Dobby of Bloomberg report Canada taps ex-BOC governor to examine how pension funds invest: Canada’s finance minister has asked former central bank governor Stephen Poloz to examine ways to entice its pension funds to invest more in the country. The government is also setting aside $4.1

Pension Funds 59

Pension Funds Funds Investing Banks 59

Pension Pulse

APRIL 23, 2024

Brosseau and his firm helped bring national attention to the debate over where Canada’s pension funds should be investing by penning an open letter last month to Finance Minister Chrystia Freeland , urging policymakers to alter the rules for pensions to “encourage them to invest in Canada.”

Pension Funds 59

Pension Funds Funds Taxes Assets 59

Private Equity Insights

SEPTEMBER 28, 2023

Fund VI, which is the largest fund dedicated to investing across the food and agribusiness value chain, attracted a diverse array of real asset, private equity and impact-oriented investors, including pension funds, sovereign wealth funds, endowments/foundations, family offices and other investors.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Pension Funds Funds 147

Private Equity Insights

AUGUST 14, 2023

IRA Capital, a private equity firm based in Southern California, has recently announced the launch of the IRA Healthcare Real Estate Fund. The closed-end fund, with a total capitalization of $500m, will focus on acquiring medical properties and senior housing assets across the United States. for its investors.

Capital 130

Capital Private Equity Firms Private Equity Firms Pension Funds 130

Pension Pulse

NOVEMBER 13, 2023

James Hirai of Bloomberg reports Dutch pension funds send shockwaves through euro swap market: Dutch pension funds are plowing cash into long-dated swap contracts, according to strategists, upending one of this year’s most popular trades. The funds, by far the region’s largest with more than €1.5 in a client note.

Pension Funds 59

Pension Funds Funds Liabilities Asset Management 59

Private Equity Insights

NOVEMBER 27, 2023

Two of Australia’s largest pension investors pledged to pour $19bn into UK and European markets in coming years, as the industry increasingly looks for opportunities overseas. trillion pension industry, known locally as superannuation, which has increased assets invested overseas in recent years. Source: Yahoo!

Pension Funds 130

Pension Funds Private Equity Firms Private Equity Firms Investors 130

Private Equity Insights

APRIL 12, 2024

Orion Resource Partners, a global investment firm specialising in metals and materials, has sold an 8% minority interest in Sweetwater Royalties, a private industrial minerals royalty company, to a Canadian pension fund for $100m.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

MARCH 17, 2023

It has vaulted to the top rungs of the alternative-asset management world by focusing on what it does best: private credit. Yet, like its peers, Ares feels compelled to diversify into other asset classes, such as real estate, infrastructure, and private equity. The attractions of sticking with private credit are obvious.

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 130

Private Equity Insights

JUNE 8, 2024

Goldman Sachs Asset Management closed its purchase of Norwegian e-learning platform Kahoot! ASA in January with funding from Denmark’s Kirk Kristiansen dynasty, the owners of Lego Group. Source: Yahoo Finance Can’t stop reading? Darren Allaway, a London-based managing director in Goldman Sachs Group Inc.’s

Buyout 130

Buyout Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

OCTOBER 24, 2023

Consistent with their predecessors, these new funds enable OrbiMed to invest globally, from seed stage for start-ups incubated by OrbiMed through growth capital opportunities. OrbiMed works closely with its portfolio companies to provide tailored financing solutions, which can include equity, credit and royalty-based financing.

Funds 130

Funds Pension Funds Investing Bidding 130

Private Equity Wire

MARCH 19, 2024

The board of the California Public Employees’ Retirement System (Calpers), the largest US pension fund, is has voted to up its exposure to private equity and private credit by a combined $34bn in a bet that riskier asset classes will generate higher returns than stocks, according to a report by Bloomberg.

Pension Funds 83

Pension Funds Debt Assets Finance 83

Private Equity Insights

SEPTEMBER 12, 2023

Equita Kairos Partners SGR SpA Finance for Food NORD Holding UBG mbH IBLA CAPITAL Investment Company Progressio SGR DLVENTURES Indaco Venture Partners SGR Vitale Dualcore S.R.L. International Finance Corporation INVESTMENT PARTNERS Safra Sarasin JP Morgan LTM Family Office MidEuropa Morphosis Capital Nordea PFR PFR S.A.

Consultants 130

Consultants Consulting Pension Funds Venture Capital 130

Private Equity Insights

OCTOBER 19, 2023

It had received commitments from both existing and new investors that include institutional investors, insurance and pension funds, development finance institutions and family offices across the US, Europe and Asia-Pacific, it said. IFC committed about $40m to the new fund, with a co-investment sleeve of up to $30m.

Capital 130

Capital Funds Private Equity Firms Private Equity Firms 130

Private Equity Insights

JULY 7, 2023

It comprises 17 African shareholders—including sovereign wealth funds, development finance institutions, banks, pension funds, asset managers, and retirement agencies—and two international Institutional Investors. Other entities are expected to join this first transaction. Source: AFDB Can’t stop reading?

Investors 130

Investors Funds Initial Public Offering Private Equity Firms 130

The Big Picture

MARCH 3, 2023

Institutional Investor ) • Are Defined Benefit Pension Funds Still Useful Recruiting, Retention Tools? Essential to public sector employees, a pension fund is a forgotten benefit for most workers in the private sector. And it’s not just Reddit — digital media from newsletters to TikTok are also playing a role.

Pension Funds 111

Pension Funds Consultants Consulting Asset Management 111

Private Equity Wire

SEPTEMBER 6, 2024

The Enhanced Return Debt Fund (ERDF) has received significant seed capital from Generali Group and strong support from recurring investors. Five seed assets have already been executed, with a total value representing circa, including capital deployment in the renewable space providing €125m of financing for an Italian solar IPP platform.

Debt 91

Debt Returns Pension Funds Funds 91

Private Equity Insights

JUNE 27, 2023

Ardian raises over $20bn for secondaries fund the Paris-based PE firm has set a target for the fund of $25bn French group Ardian has amassed more than $20bn to buy stakes in private equity funds from investors, highlighting a corner of finance that is defying the broader slump in fundraising.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Funds 130

Private Equity Wire

AUGUST 1, 2024

Global alternative asset manager Ares Management Corporation, has closed its latest private credit fund at $34bn, making its the largest private credit fund ever raised, and reflecting a of high level investor demand for the asset class. ”

Pension Funds 96

Pension Funds Hedge Funds Funds Asset Management 96

Private Equity Insights

AUGUST 30, 2024

Leading investors in the recap included a Stonepeak managed vehicle anchored by Mercer and Aware Super, and direct investments from the Investment Management Corporation of Ontario (“IMCO”) and APG Asset Management (“APG”). billion of assets under management. billion of assets on behalf of our clients.

Legal 130

Legal Assets Pension Funds Debt 130

The Motley Fool

DECEMBER 6, 2023

times, it has the strongest finances of any of its closest peers. Essentially, during the lean times, it can take on debt to keep funding its business and dividend while it waits for better days. While driven by long-term contracts, contracted renewable power assets aren't as reliable as regulated assets.

Pension Funds 130

Pension Funds Asset Management Assets Debt 130

Private Equity Wire

OCTOBER 1, 2024

The group has announced it has secured financing commitments from four additional lenders – Korea Investment, KDB Asia, Sona Asset Management, and Canadian pension fund The Public Sector Pension Board.

Pension Funds 77

Pension Funds Buyout Bidding Asset Management 77

Private Equity Insights

AUGUST 30, 2024

Leading investors in the recap included a Stonepeak managed vehicle anchored by Mercer and Aware Super, and direct investments from the Investment Management Corporation of Ontario (“IMCO”) and APG Asset Management (“APG”). billion of assets under management. billion of assets on behalf of our clients.

Legal 130

Legal Private Equity Firms Private Equity Firms Assets 130

Pension Pulse

NOVEMBER 27, 2023

“The federal government believes that continued domestic investments by Canada’s pension funds have the potential to boost Canada’s economy and create good careers for people across the country.” The statement said government would work with pensions to find and encourage more investments in Canada.

Pension Funds 59

Pension Funds Finance Financing Banks 59

The Motley Fool

JANUARY 2, 2024

You just might want to follow the asset managers. I also worry that it's also not really an investable asset class going forward. Since housing is the biggest asset that a lot of people own, I think it's a really big deal and hopefully this gets resolved looking forward in 2024 and beyond. Deidre Woollard: Let's start with 2023.

Assets 246

Assets Private Equity Firms Private Equity Firms Banks 246

Private Equity Wire

APRIL 9, 2024

Orion Resource Partners, a global investment firm specialising in metals and materials, has sold an 8% minority interest in Sweetwater Royalties, a private industrial minerals royalty company, to a Canadian pension fund for $100m.

Stakes 77

Stakes Pension Funds Enterprise Values Finance 77

Private Equity Wire

SEPTEMBER 13, 2024

RoundShield, a private investment firm focused on European asset-backed private credit opportunities and capital solutions, has closed the RS Fund V with over $1bn in capital commitments – $150m above its fundraising target. Over 80% of the investors in Fund V have invested in a previous RoundShield fund.

Pension Funds 66

Pension Funds Funds Assets Finance 66

Integrity Financial Planning

JANUARY 9, 2023

As the year ends, it’s important to understand how these economic factors may have affected your finances as a retiree. In 2022 alone, the value of an average 401(k) dropped by 25%, and the value of pension funds declined by 15%. [3] Inflation Pinched Pockets. 1] However, in 2022, this number spiked to 9.1%

Accounting 97

Accounting Pension Funds Finance Financing 97

Private Equity Wire

OCTOBER 31, 2024

European growth investment firm Verdane has held the final close of Verdane Idun II, an Article 9 fund under the EU’s Sustainable Finance Directive, which will invest in businesses within the structural growth trend of decarbonisation, at its hard cap of €700m.

Pension Funds 67

Pension Funds Funds Buyout Legal 67

Private Equity Wire

NOVEMBER 27, 2024

Aviva Investors, the global asset management business of Aviva, has launched its third fund under the Long Term Asset Fund (LTAF) regime with the creation of the Aviva Investors Multi-Sector Private Debt LTAF (MSPD LTAF).

Debt 74

Debt Pension Funds Investors Funds 74

American Investment Council

OCTOBER 10, 2023

Private credit provides financing directly to businesses. soaring from less than $400 billion in assets in 2012 to $1 trillion by 2021. Rising Allocations by Investors: In 2021, the largest group of investors – public and private pension funds – contributed approximately 31% of the total assets in private credit funds.

Pension Funds 89

Pension Funds Banks Finance Financing 89

The Big Picture

SEPTEMBER 19, 2023

The transcript from this week’s, MiB: Elizabeth Burton, Goldman Sachs Asset Management , is below. Elizabeth Burton is Goldman Sachs asset management’s client investment strategist. Previously she was Chief Investment Officer at various state pension funds, including Maryland and Hawaii. Elizabeth Burton : Hi Barry.

Asset Management 59

Asset Management Assets Pension Funds Hedge Funds 59

Pension Pulse

NOVEMBER 23, 2023

The federal government pledged in its fall economic statement on Tuesday to “work collaboratively” with Canadian pension funds to create an environment that encourages them to put more of the trillions of dollars of assets they collectively manage to work domestically. That has put pension fund managers on guard.

Pension Funds 64

Pension Funds Investing Assets Liabilities 64

The Motley Fool

JULY 22, 2024

Put in your 30 or 40 years of service (often at the same company) and your pension would let you live out your retirement in relative comfort. Then most companies replaced pensions with 401(k)s, putting the burden of saving on workers, rather than the company. You can also sell assets (like your home) to supplement retirement savings.

Pension Funds 130

Pension Funds Taxes Funds Assets 130

Private Equity Wire

NOVEMBER 9, 2023

Invest Europe’s The Insight: State Of The European Private Equity Industry report conducted together with Arthur D Little, points to an increase in portfolio exit preparations that will crystallise strong returns for pension funds, insurance companies and other long-term investors, helping support pensions and savings for citizens.

Venture Capital 87

Venture Capital Pension Funds Buyout Consultants 87

Private Equity Wire

OCTOBER 19, 2023

The fund will continue Kreos’ investment strategy of providing loans to high-growth companies across EMEA, with a particular focus on the Technology and Healthcare sectors.

Capital 66

Capital Pension Funds Consultants Consulting 66