Private Equity Insights

JUNE 27, 2023

Investors in the Fund, which were a mix of numerous new investors as well as existing New Mountain Net Lease investors, include pension funds, insurance companies, asset managers, endowments, family offices and high net worth individuals. Since inception, New Mountain’s net lease strategy has completed $1.9

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

The Motley Fool

JUNE 10, 2024

The private equity giant delivered 20%+ growth in its fee-related earnings, total operating earnings, and adjusted net income. It also grew its assets under management (AUM) by 13% to $578 million, raising an impressive $31 billion of new capital in the quarter. The REIT will contribute 12 existing properties worth $383 million.

High Net Worth Individuals 130

High Net Worth Individuals Accredited Investors Asset Management Assets 130

Private Equity Insights

FEBRUARY 9, 2024

Graf remains cautiously optimistic about the deal pipeline, despite the difficulties encountered by firms including Silver Lake and Brookfield Asset Management last year in completing transactions. billion) divestment of stakes in. billion) divestment of stakes in. and Citigroup Inc. Read more Ares Raises $1.7 has raised A$2.6

Leveraged Buyouts 130

Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 130

Private Equity Insights

DECEMBER 15, 2023

. “We believe our strong brand and longstanding relationships in the Canadian business community will continue to enable differentiated sourcing and the opportunity for us to partner with leading entrepreneurs, business owners and management teams to create strategically valuable companies and must-have assets.”

High Net Worth Individuals 130

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

Private Equity Wire

JULY 29, 2024

Active business requirement : At least 80% of the business’ assets must be used in the conduct of a qualifying business. Ownership stakes in other companies are also considered, with less than majority ownership deemed passive. Aggregate gross assets: Historical and current assets value must not have surpassed a $50 million threshold.

Taxes 98

Taxes High Net Worth Individuals Mergers and Acquisitions Startups 98

Private Equity Insights

FEBRUARY 2, 2024

Falfurrias will invest between $20 million and $50 million in each transaction, seeking control or a large minority stake in founder-owner companies. Returning LPs included pension plans, asset managers, insurance companies, endowments, foundations, family offices and high-net-worth individuals.

High Net Worth Individuals 130

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

The Motley Fool

JANUARY 2, 2024

It has sold stakes in several operating data centers to raise cash to fund new developments and repay debt. While I'd like to add to my position in the data center REIT, I plan to wait for a better price before boosting my stake. The data center REIT is in a much better financial position these days.

High Net Worth Individuals 130

High Net Worth Individuals Stakes Asset Management Assets 130

The Motley Fool

JULY 11, 2023

The banks that fell catered heavily to technology/start-up investors and high-net-worth individuals, and had high levels of uninsured deposits. However, in late April, a report by HoldCo Asset Management questioned the safety and soundness of U.S. revealed that it had exited its investment in the bank.

High Net Worth Individuals 100

High Net Worth Individuals Banks Conglomerates Asset Management 100

Pension Pulse

MAY 25, 2023

is acquiring a minority stake in a corporate consultant and fund administration provider. In a highly regulated environment, ZEDRA delivers its clients high quality solutions through bespoke planning, governance, and operational services, ensuring the highest standards of compliance and integrity are met.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

Pension Pulse

SEPTEMBER 18, 2023

Northleaf's mandate for CPPIB focuses on maximizing net returns through primary fund investments in small- and midmarket Canadian buyout and growth funds, secondary investments and direct co-investments, the news release said. As of June 30, 2023, CPPIB assets totaled C$575 billion.

Financial Institutions 59

Financial Institutions High Net Worth Individuals Private Equity Firms Private Equity Firms 59

Axial

OCTOBER 24, 2024

We have a network of thousands of highly qualified potential buyers, including high net worth individuals, corporate buyers, investment groups, private equity groups, and strategic buyers. We develop a confidential business review of your company specifically tailored for qualified buyers.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

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 advisors are made up of accomplished and experienced entrepreneurs with over 130 years of collective experience. Since its founding by Joseph W.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Motley Fool

NOVEMBER 7, 2023

We're at the very early stages of expanding beyond trading, with just over $1 billion of retirement assets on our platform, out of the over $12 trillion US IRA market. Moving to net interest revenues, they were $251 million in Q3, up 7% sequentially. And I've got to mention also not just kind of table stakes features.

Leveraging 100

Leveraging Assets Shareholders Public Companies 100

Private Equity Insights

MARCH 31, 2025

The firm is chaired by Lennart Blecher, EQTs Head of Real Assets, who brings deep expertise to guide Pophouse through its next phase of growth. Amid accelerating demand for music rights and the rise of global streaming platforms, Pophouse offers investors uncorrelated exposure to a high-growth asset class. Can`t stop reading?

High Net Worth Individuals 162

High Net Worth Individuals Pension Funds Funds Stakes 162

Private Equity Insights

FEBRUARY 26, 2025

The fund focuses on real estate secondaries, acquiring stakes in mature funds, providing liquidity to limited partners, and recapitalising existing assets. Unlike broad portfolio acquisitions, the firm employs a bottom-up, asset-by-asset underwriting approach to maximise value.

High Net Worth Individuals 162

High Net Worth Individuals Hedge Funds Pension Funds Funds 162

Private Equity Insights

FEBRUARY 11, 2025

is bringing in domestic insurers as investors for its latest private equity fund, signaling rising demand for private assets in India. Avendus has traditionally relied on high-net-worth individuals and family offices for capital. Larger commitments mainly came from family offices, Chandra said.

High Net Worth Individuals 130

High Net Worth Individuals Funds Bidding Stakes 130

Private Equity Wire

JANUARY 17, 2025

Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. A subsidiary of Power Corp.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

The Motley Fool

MARCH 29, 2025

Microsoft One very sturdy piece of investment wisdom is to buy and hold assets you're familiar with. million shares of the tech giant, a stake valued at nearly $12 billion. This is an organization that aims to inspire high net worth individuals like themselves to promise to donate more than half their wealth to charitable causes.

Portfolios 100

Portfolios High Net Worth Individuals Stakes Shareholders 100

Private Equity Insights

APRIL 7, 2025

Goldman Sachs has launched G-PE, a new open-ended private equity fund that will allow high-net-worth individuals to invest in buyout, growth, secondary, and co-investment deals. The NBA plans to retain a 50% equity stake in the league, offering the remaining ownership to franchise investors. Can`t stop reading?

High Net Worth Individuals 130

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