Private Equity Insights

JULY 4, 2023

read more Kenya’s MyDawa aims to be an all-in-one health platform backed by $20m funding Kenyan e-health startup MyDawa has raised $20 million from private equity investor Alta Semper. The core of it all is backing people when they are ready to jump into their entrepreneurial journeys,” Pachisia said.

Venture Capital 130

Venture Capital Private Equity Firms Private Equity Firms Investing 130

Clearlake Capital Group

MARCH 12, 2025

Evercore acted as financial advisor and Willkie Farr & Gallagher LLP served as legal advisor to the Company. Clearlake currently has over $90 billion of assets under management, its senior investment principals have led or co-led over 400 investments, and has deployed over $57 billion in liquid and illiquid credit investments globally.

Capital 45

Capital Startups Legal Assets 45

Walkner Condon Financial Advisors

MARCH 16, 2023

When this run started, Silicon Valley Bank (and the two other banks that failed), put into play plans to raise capital beyond selling these assets. They try to find a buyer over the weekend and barring that they sell off the individual assets. Think of this as Mary Bailey reaching into her purse and pulling out the wedding gift money.

Banks 98

Banks Financial Institutions Startups Assets 98

Clearlake Capital Group

JANUARY 24, 2025

With the assistance of our financial and legal advisors, the Board conducted a thorough and fulsome auction process commencing late in the summer of 2024. Advisors Lazard is serving as financial advisor to Logility, and Jones Day is serving as legal counsel. Orrick is serving as legal counsel to Aptean. Miller, Jr.,

Shareholders 45

Shareholders Legal Mergers and Acquisitions Private Equity Firms 45

The Big Picture

MAY 10, 2023

CityLab ) • Disney v DeSantis: what’s at stake for Florida as legal tug-of-war ramps up? New York Times ) • How Saudi money returned to Silicon Valley : All the ways Saudi Arabia’s cash powers tech startups and venture capital. ( As a result, the air is cleaner, the streets are quieter and the grid hasn’t collapsed.

Startups 59

Startups Venture Capital Legal Asset Management 59

Hedgestone

JUNE 17, 2024

Before you make any moves, it’s crucial to grasp the legal and financial implications that come with selling a business amidst divorce proceedings. It’s crucial to understand the legal frameworks that might impact this decision. Selling without consent or proper valuation could lead to legal repercussions.

Legal 52

Legal Consulting Consultants Assets 52

JMI Equity

JUNE 20, 2023

More than 70 high-growth finance, human resource and legal executives came together for JMI’s 2023 HR & CFO Roundtable in San Diego last week. Industry experts and portfolio company speakers focused the group on how to unlock the full potential of the most important assets in any software company: its people.

Legal 52

Legal Startups Financing Finance 52

Insight Partners

JANUARY 3, 2024

Drawing on Insight Partners’ experience working with AI startups since 2014 — with $4 billion invested in the sector so far — Managing Director Lonne Jaffe discusses artificial intelligence-related lessons learned, and best practices brought to life, including the importance of explainability and the promise of next-gen MLOps stacks.

Startups 52

Startups Leveraging Best Practices Legal 52

Insight Partners

AUGUST 14, 2024

As cyber threats evolve and regulatory environments become more complex, Kiteworks stands ready to help organizations worldwide safeguard their most valuable digital assets. Legal advisory services to Kiteworks were provided by Pillsbury Winthrop Shaw Pittman LLP. Willkie Farr & Gallagher acted as legal counsel to Insight Partners.

Legal 52

Legal Investing Startups Assets 52

Clearlake Capital Group

MARCH 19, 2024

Advisors Qatalyst Partners LP served as exclusive financial advisor, and Wilson Sonsini Goodrich & Rosati, Professional Corporation and Fenwick & West LLP served as legal advisors to Alteryx. Sidley Austin LLP served as legal advisor to Clearlake. Willkie Farr & Gallagher LLP served as legal advisor to Insight.

Capital 53

Capital Legal New York Stock Exchange Startups 53

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. It depends on your asset allocation. And they took it out of their asset allocation in favor of other strategies.

Asset Management 59

Asset Management Assets Pension Funds Hedge Funds 59

Cobalt

OCTOBER 14, 2024

Coming out of the global financial crisis, credit experienced four quarters of outsized returns, benefiting from undervalued distressed assets. Meanwhile, venture rebounded as well, but more mildly, as the recovery from the crisis was less conducive to startups and tech. This blog post is for informational purposes only.

Venture Capital 52

Venture Capital Returns Capital Buyout 52

Insight Partners

DECEMBER 12, 2023

The release of the proposed regulation Financial Data Access (FIDA) by the European Commission in June 2023 has brought clarity to a legal framework for financial data access in the EU. The fund is managed by BNP Paribas Asset Management, as part of its Private Assets division, dedicated to private asset management.

Finance 52

Finance Financing Startups Funds 52

This is going to be BIG.

NOVEMBER 16, 2023

The Value of Firm Brand Saar also told me that firm brand “is a major asset that gets reinforced with each win, hence the persistence of outperformance by the top names over time.” You're asked to participate in lectures and events at top tier academic institutions known for entrepreneurship and startups.

Startups 97

Startups Best Practices Deal Flow Venture Capital 97

Insight Partners

SEPTEMBER 4, 2024

” Legal advice to Comply365 was provided by Gibson Dunn & Crutcher, Willkie Farr & Gallagher and Goldfarb Gross Seligman. As of December 31, 2023 , the firm has over $80B in regulatory assets under management. Qualtero was advised by DLA Piper and Barnea Jaffa Lande & Co.

Mergers and Acquisitions 52

Mergers and Acquisitions Private Equity Firms Private Equity Firms Best Practices 52

Pension Pulse

JUNE 3, 2024

The nation’s market regulator, the Securities and Exchange Commission (SEC), last month stayed the implementation of its climate-related disclosures by public companies in the face of multiple legal challenges from attorneys general of several Republican-led states. The ESG team] are not the people in the corner next to the compliance team.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Pension Funds Investing Asset Management 59

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. between 2015 and the end of 2021. trillion in 2015 to$13.32

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. between 2015 and the end of 2021. trillion in 2015 to$13.32

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

AUGUST 12, 2024

The size of Canadian pension schemes means they can invest far more in productive assets like vital infrastructure than ours do,” the chancellor said on Tuesday. Reeves has so far not supported “mandating” UK funds to invest in certain asset classes. Their investment in “productive assets” has not always gone smoothly.

Pension Funds 59

Pension Funds Assets Funds Asset Management 59

Hedgestone

JUNE 17, 2024

They assess the value of a business, market it effectively, negotiate on behalf of their clients, and ensure all legal and financial proceedings are handled correctly. Business brokers are proficient in handling the administrative and legal details necessary to complete business sales successfully.

Legal 52

Legal Due Diligence Fee Structure Startups 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 Big Picture

NOVEMBER 21, 2023

Brad Gerstner is a founder and investor in technology startups. ’cause it’s a pretty wild ride, starting with, you’re working with Peter Legal of Forest River that’s later sold to, to Warren Buffet and, and Berkshire Hathaway’s, but you’re operating as his chief of staff. What can I say? Once again?

Hedge Funds 98

Hedge Funds Venture Capital Startups Capital 98

Zajac Group

JANUARY 14, 2022

Not only do you receive the charitable deduction in the year you donate, thus reducing your taxable income, but your assets can continue to appreciate while inside the DAF on a tax-free basis. Both types of awards could be excellent assets to donate to charity. However, not all assets are created equally if you want to fund a DAF.

Funds 52

Funds Taxes Legal Liabilities 52

Fortune Financial

MAY 4, 2023

As with any investment, risks are involved — it’s important to diversify your portfolio across multiple asset classes to minimize potential losses. Venture Capital Another option is to invest in private 3D printing startups through venture capital firms. Please consult with a qualified professional for this type of advice.

Due Diligence 52

Due Diligence Investing Crowdfunding Startups 52

Fortune Financial

NOVEMBER 17, 2021

FT Adviser suggests starting with listed infrastructure and renewable assets due to their straightforward business models that generate stable cash flows, creating dependable dividends. Private company startups through friends and family groups. Private placement offerings that are specific for certain sectors and asset classes.

Stock Market 52

Stock Market Stock Market Private Equity Firms Private Equity Firms 52

Clearlake Capital Group

DECEMBER 18, 2023

Advisors Qatalyst Partners is serving as exclusive financial advisor, and Wilson Sonsini Goodrich & Rosati, Professional Corporation and Fenwick & West LLP are serving as legal advisors to Alteryx. Sidley Austin LLP is serving as legal advisor to Clearlake. Houlihan Lokey, Inc., Goldman Sachs & Co.

Securities and Exchange Commission (SEC) 45

Securities and Exchange Commission (SEC) Capital Legal Private Equity Firms 45

Fortune Financial

AUGUST 31, 2022

Many firms and startups, whose shares can be bought and sold, are involved in green industries, such as alternative energies and materials. The only way to evaluate a fund’s true sustainability is to examine its assets and prospectus. Please consult with a qualified professional for this type of advice.

Investing 52

Investing Mutual Funds Exchange-Traded Funds Taxes 52

Hellman & Friedman LLC

APRIL 15, 2024

” “Snap One has grown from a startup built by entrepreneurial integrators to an industry leader in smart technology, delivering seamless experiences to consumers and high-quality services and support to our integrators,” said John Heyman, Chief Executive Officer of Snap One. Moelis & Company LLC and J.P.

Securities and Exchange Commission (SEC) 40

Securities and Exchange Commission (SEC) Mergers and Acquisitions Legal New York Stock Exchange 40

The Big Picture

JANUARY 9, 2024

Barry Ritholtz : 00:06:24 So how do you, how do you shift from m and a legal work to structuring derivatives at Goldman? But a component of it was also like thinking through all these like legal and regulatory and quasi legal regimes. You know, it was all this like structuring and like tax and legal and accounting stuff.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

The Big Picture

JULY 2, 2024

Really a, a fascinating combination of legal insight and technology. So we got into Y Combinator the summer of 2016 just off of this legal analytics idea. Okay, I don’t think this legal analytics thing is gonna work out for you. So we normally aim to take around 30 or 40% of the case, depending on how long it goes for.

Legal 59

Legal Hedge Funds Financing Finance 59

The Big Picture

FEBRUARY 15, 2023

The Uncertainty of It All ) • The Chatbots Are Coming for Google : ChatGPT and a handful of startups founded by Google alumni are aiming to reimagine search for the AI age. Generational, cultural, and legal shifts are making sports investing more attractive. I find it interesting that there is no Forecasters’ Hall of Fame.

Conglomerates 111

Conglomerates Startups Legal Banks 111

The Big Picture

APRIL 25, 2023

And so, as advisors look to leave these big enterprises and go independent, one of the biggest things we need to train them on is the distinction between compliance, legal, and risk. RITHOLTZ: Compliance, legal, and risk. With us, the law firm is basically a customer of MarketCounsel for a lot of our startup work.

Legal 65

Legal Law Firms Consulting Consultants 65

Mr. Money Mustache

JUNE 21, 2022

They are both real, concrete, productive assets rather than gambling instruments or numbers on a computer screen. And your ownership of the houses and apartments is guaranteed and protected by our legal system and financial institutions, something which allows trust. And trust is the foundation of a society’s wealth.

Investing 52

Investing Financial Institutions Legal Stock Market 52

The Big Picture

SEPTEMBER 23, 2024

They do everything from hard assets like real estate, infrastructure, aircraft, power plants, to private debt, event driven opportunities. We should be like, 00:06:58 [Speaker Changed] It’s 00:06:58 [Speaker Changed] A startup. So there was some assets that were salvageable. I write a business plan for it.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59

The Big Picture

MAY 23, 2023

RITHOLTZ: And — and to — for a little context, maybe for some of the audience in America who may not be that familiar with Man Group, this isn’t like a startup. And now we, you know, we’re just shy of $145 billion of assets on the management across the entire credit curve. Not its asset management, its brokerage piece.

Hedge Funds 65

Hedge Funds Finance Financing Funds 65

Insight Partners

JUNE 4, 2024

Legal advice to Comply365 and Liberty Hall was provided by Gibson Dunn & Crutcher and legal advice to Insight Partners was provided by Willkie Farr & Gallagher. Legal advice was provided by Osborne Clarke. As of June 30, 2023, the firm has over $80B in regulatory assets under management.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Capital Legal 40

The Big Picture

JUNE 11, 2024

And I would do legal work for their clients, or give tax advice or do planning or investments. We never used hedge funds, but we used private equity, you know, private lending, you know, very early on for an RIA, we were doing legal tax investments, trust services, planning, all under one roof. We were passive on the equity side.

Mergers and Acquisitions 65

Mergers and Acquisitions Consulting Consultants Taxes 65