Private Equity Insights

JANUARY 9, 2025

A consortium of private credit funds, including Antares Capital, Blue Owl Capital, KKR, and Goldman Sachs Asset Management, has agreed to take control of Alacrity. Consequently, BlackRocks equity investment of over $600m in Alacrity will be written off as part of the restructuring. Source: Benchmark Beat Can’t stop reading?

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds Asset Management 147

Private Equity Wire

NOVEMBER 28, 2024

BlackRock has reached a preliminary agreement to acquire private credit manager HPS Investment Partners for approximately $12bn, which, if finalised, would represent a substantial premium over the firm’s estimated $10bn post-IPO valuation, according to a report by the Financial Times.

Asset Management 103

Asset Management Investing Assets Debt 103

Private Equity Insights

FEBRUARY 7, 2025

The fund aims to generate net returns of 8% to 10% on an unlevered basis, with levered investments expected to deliver around 13%. Read more: [link] Ares Management Corporation announced that its Ares European Strategic Income Fund (AESIF) has exceeded 2.2bn in assets under management within its first full year. reaching its $999.9m

Funds 147

Funds Pension Funds Asset Management Finance 147

Private Equity Insights

FEBRUARY 5, 2025

The Australia expansion allows eligible investors to access funds from top managers like KKR, EQT, and the Carlyle Group with lower investment minimums. Moonfares portfolio investments provide diversified exposure across buyout, growth equity, venture, and infrastructure. Can’t stop reading?

High Net Worth Individuals 130

High Net Worth Individuals Bidding Investors Buyout 130

The Motley Fool

JANUARY 3, 2025

In this Rule Breaker Investing podcast, Motley Fool co-founder David Gardner highlights multigenerational money lessons and celebrates that it's never too late to start making smarter, happier, and richer choices. To get started investing, check out our beginner's guide to investing in stocks. Where to invest $1,000 right now?

Portfolios 130

Portfolios Investing Mutual Funds Taxes 130

Private Equity Insights

FEBRUARY 27, 2025

The sale comes amid rising corporate investment in technology, driven by increased artificial intelligence adoption. Sources indicate that Rocket Software could be valued between $8bn and $10bn, with private equity firms likely to compete for the asset. Some bidders may form consortiums to finance the acquisition.

Capital 147

Capital Private Equity Firms Private Equity Firms Finance 147

The Motley Fool

OCTOBER 16, 2024

Cryptocurrency has long been regarded as a speculative asset class with an uncertain future, often viewed with skepticism by traditional investors. No longer just fringe assets discussed in niche circles, cryptocurrencies are becoming a cornerstone of modern portfolios. Image source: Getty Images.

Investors 246

Investors Investing Assets Financial Institutions 246

The Motley Fool

JUNE 27, 2024

Review your net worth Before dumping money into various accounts, it's important to peel back the layers of your finances. By spending less than you make, you free up more money to save and invest. To get a better handle on your monthly finances, start tracking your income and expenses.

Exchange-Traded Funds 239

Exchange-Traded Funds Investing Finance Financing 239

The Motley Fool

AUGUST 12, 2024

Image source: Getty Images Many of us have wondered where the richest Americans like to invest their money. Overall, stocks are the most popular investment. But recent research has found that even though it's highly effective, investing in stocks isn't nearly as popular among young multimillionaires. Not necessarily.

Investing 244

Investing Fee Structure Banks Management Fees 244

The Motley Fool

JUNE 3, 2024

For self-made millionaires, it usually takes good money management and smart investing to get there. If you want to get better at investing, it makes sense to learn from the people who have been successful at it. Here are a few of the most common millionaire investing habits.

Hedge Funds 246

Hedge Funds Mutual Funds Investing Venture Capital 246

The Motley Fool

JULY 28, 2024

For much of crypto's existence, those interested in buying digital assets would have to do so via cryptocurrency exchanges. With spot ETFs, the custodial responsibility falls to the fund manager, making it easier for investors to gain exposure to the asset without worrying about the complexities of secure storage.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Exchange-Traded Funds Investing Stock Exchanges 246

Private Equity Insights

JANUARY 14, 2025

Ares Management has successfully raised 30bn for its private direct lending strategy, marking the largest fundraise in the firms history for this asset class. The strategy focuses on providing bespoke financing solutions to middle-market companies across North America and Europe. Source: Business Wire Can’t stop reading?

Finance 130

Finance Financing Leveraging Banks 130

The Motley Fool

JULY 28, 2024

The same is true of investing. A $10,000 investment made in the fund in 2014 would have grown to almost $65,000 as of this writing. That's quite affordable, as only $10 per year is collected in fees for every $10,000 invested. As for fees, investors in this ETF pay only $6 per year for every $10,000 invested in the fund.

Investing 246

Investing Exchange-Traded Funds Stock Market Stock Market 246

The Motley Fool

JUNE 17, 2024

In September 2020, Cathie Wood's Ark Invest estimated that fintech company Block (NYSE: SQ) would reach $375 per share by 2025. of invested assets. of invested assets. Block simplifies commerce and consumer finance Block breaks its business into two product ecosystems.

Investing 244

Investing Banks Finance Financing 244

The Motley Fool

JANUARY 20, 2025

The consumer finance company is expanding its footprint into other key markets in Latin America, including Mexico and Colombia. Five banks dominated 80% of Brazil's financial assets, effectively operating as an oligopoly and imposing exorbitant fees on customers. Should you invest $1,000 in Nu Holdings right now?

Banks 225

Banks Financial Services Leveraging Accounting 225

Private Equity Wire

DECEMBER 3, 2024

BlackRock has agreed to a $12bn deal to acquire HPS Investment Partners, a global specialist in credit investment management with $148bn in client assets, with the entire transaction to be completed entirely in BlackRock equity. The deal will be financed through 12.1

Management Fees 105

Management Fees Finance Financing Assets 105

The Motley Fool

JULY 2, 2024

Image source: Upsplash/The Motley Fool Before we start, let's get one thing straight: There's no single "best" investment out there. But if you want a magic bullet for your finances, I'm sorry to tell you it doesn't exist. But other investments will work better for other scenarios -- even with today's best CD rates of 5% or more.

Investing 245

Investing Taxes Debt Accounting 245

Private Equity Professional

JANUARY 8, 2025

The State of the Game The private credit arms race has taken the industry landscape by storm, with Ken Moelis citing the shift as the greatest change in the history of transactional finance. [1] The sector has become extremely attractive for investors, with LPs and asset managers pouring money into private credit. trillion by 2030. [2]

Mergers and Acquisitions 100

Mergers and Acquisitions Finance Financing Banks 100

Private Equity Wire

JANUARY 22, 2025

As insurers continue their search for higher yields, many are turning to private credit investments, particularly in asset-based finance opportunities. Key areas of focus include consumer finance, commercial finance, hard assets, and financial assets, Moodys noted in its Tuesday report.

Finance 90

Finance Financing Debt Assets 90

The Motley Fool

AUGUST 29, 2024

Investing $2,500 into each stock should generate at least $200 in passive income per year. In addition to growing its subscription business and e-commerce, Walmart has made several internal improvements, such as better inventory management and investments in automation. Here's why all three dividend stocks are worth buying now.

Stakes 245

Stakes Investing Financing Finance 245

The Motley Fool

NOVEMBER 12, 2024

If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $23,295 !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,465 !* Let's jump in.

Companies 241

Companies Leveraging Collateral Asset Management 241

The Motley Fool

SEPTEMBER 4, 2024

For capital-intensive businesses that tend to carry a high amount of debt on their balance sheets, lower interest rates can reduce the cost of capital and make debt financing less expensive. Investing $800 into each stock should produce over $100 a year in passive income. Should you invest $1,000 in Kinder Morgan right now?

Debt 246

Debt Investing Assets Leveraging 246

Private Equity Wire

NOVEMBER 21, 2024

Global credit investing firm Silver Point Capital has held the final close of its Silver Point Specialty Credit Fund III, which is aimed at providing loans to mid-sized companies, with $8.5bn in total capital commitments. With this latest fund, Silver Point now oversees $35bn in assets across both private and public credit strategies.

Funds 95

Funds Finance Financing Debt 95

Private Equity Insights

JANUARY 15, 2025

New Forests, a global sustainable investment manager, has raised 410m in the first close of its latest fund, focused on climate and forestry initiatives. The fund will invest in sustainable forestry projects across Europe, including reforestation, forest conservation, and carbon credit programmes.

Pension Funds 130

Pension Funds Investors Funds Startups 130

Private Equity Insights

JANUARY 14, 2025

The deal was led by Kohlberg & Company, with Blue Owl providing strategic financing to support the transaction. Blue Owls investment aligns with its strategy to support resilient businesses in essential sectors, reflecting the firms confidence in PCIs growth potential and its role in advancing global health innovation.

Capital 130

Capital New York Stock Exchange Private Equity Firms Private Equity Firms 130

The Motley Fool

SEPTEMBER 12, 2024

This is probably the result of the overall backlash against decentralized finance (DeFi) that has occurred ever since the crypto market crash of 2022. Chainlink needs a new investment thesis. Simply stated, asset tokenization involves the migration of traditional financial assets (such as stocks and bonds) to the blockchain.

Due Diligence 245

Due Diligence Mutual Funds Exchange-Traded Funds Assets 245

The Motley Fool

APRIL 15, 2024

Much of this is the simple byproduct of holding on to assets for a long period of time to let them grow. They invest heavily in stocks and mutual funds Baby boomers have the largest percentage of their wealth in stocks and mutual funds. Image source: Getty Images Baby boomers have amassed more than $76 trillion in wealth.

Mutual Funds 246

Mutual Funds Finance Financing Consultants 246

The Motley Fool

APRIL 28, 2024

Warren Buffett has had a profound impact on the investment landscape, due largely to his long-running success. He adopts a value-focused, concentrated investment strategy, identifying great businesses to own for the long haul. In fact, there's one company that makes up nearly 19% of the $10 billion in assets.

Hedge Funds 246

Hedge Funds Portfolios Investing Debt 246

Private Equity Wire

JANUARY 10, 2025

Indias private credit market is seeing robust growth with two key players, Neo Asset Management and Avendus PE Investment Advisors, prepare to launch funds targeting a combined $1bn-plus in assets, according to a report by Bloomberg.

Funds 93

Funds Asset Management Assets Finance 93

The Motley Fool

MARCH 4, 2024

The real estate investment trust (REIT) has increased its payout 123 times since its public market listing in 1994. The main driver has been its ability to invest in real estate that generates steady and growing rental income. Last year, it made a small, under-the-radar investment in the data center sector.

Investing 246

Investing Assets Financing Finance 246

The Motley Fool

AUGUST 22, 2024

By the end of 2025, I fully expect Ethereum to triple in value and become a $1 trillion asset. The two largest of the new spot Ethereum ETFs have already accumulated nearly $800 million in assets under management. The easiest way to think about decentralized finance is that it is the crypto world's version of traditional finance.

Exchange-Traded Funds 246

Exchange-Traded Funds Finance Financing Assets 246

The Motley Fool

DECEMBER 15, 2024

So, finding a way to outperform these finance whizzes might seem impossible. That dynamic helps explain why the average investment with a professional fund manager might produce returns roughly in line with the market average. For reference, Buffett currently manages over $600 billion in investable assets.

Mutual Funds 240

Mutual Funds Funds Taxes Investing 240

Private Equity Insights

JANUARY 21, 2025

The fund will focus on high-growth, mid-sized European businesses, with equity investments ranging from 50m to 300m. Franois Jerphagnon, managing director of Ardian France and head of its Expansion team, highlighted that LPs remain selective but willing to invest in high-performing funds. Source: Yahoo Finance Can’t stop reading?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Companies Funds 130

The Motley Fool

JULY 30, 2024

The oil company is taking steps to ensure it doesn't repeat its past mistakes by selling assets before closing its CrownRock transaction. A higher-risk acquisition financing strategy Occidental Petroleum sealed a deal to buy CrownRock last December, agreeing to pay $12 billion in cash and stock for the Permian Basin-focused producer.

Debt 237

Debt Stakes Assets Finance 237

The Motley Fool

DECEMBER 15, 2024

You don't have to find "the next big thing" before anybody else, and you don't have to take out a second mortgage to finance your stock-buying plans. It's all about time, patience, and unshakable investing habits. That's only more true when dealing with rock-solid assets like the Vanguard S&P 500 ETF (NYSEMKT: VOO).

Returns 246

Returns Investing Exchange-Traded Funds Management Fees 246

Private Equity Insights

FEBRUARY 5, 2025

Warren Spector, chairman of Balbec, highlighted the strong investor confidence in the firms approach, investment process, and analytics. He noted a growing demand for Balbecs asset-based and specialty finance strategies as investors seek diversification. The fund has already called 51% of capital commitments. Can`t stop reading?

Pension Funds 130

Pension Funds Bidding Consultants Consulting 130

Private Equity Wire

DECEMBER 20, 2024

Schroders is shutting down its AUD100m ($63m) Australian private-debt business, citing increased competition in fundraising and sourcing investments, according to a report by Bloomberg citing CEO and Chief Investment Office Simon Doyle.

Debt 97

Debt Asset Management Assets Finance 97