Private Equity Insights

JANUARY 16, 2025

Investcorp plans to support Epipolis expansion by leveraging its expertise and resources to drive operational efficiencies and market growth. read more Sagard launches first private equity fund for retail investors Sagard, a global alternative asset manager, launched its first private equity fund designed for.

Stakes 147

Stakes Asset Management Leveraging Assets 147

Private Equity Insights

MARCH 11, 2025

The fund marks a strategic expansion of Brookfields infrastructure platform into the mid-market, leveraging its experience as an owner-operator to source differentiated investment opportunities. Brookfield-affiliated entities contributed $150m to the fund, reinforcing its alignment with investors.

Companies 147

Companies Funds Debt Asset Management 147

Private Equity Insights

FEBRUARY 12, 2025

The firm is looking to extend its role beyond investing client capital to managing funds for private equity and alternative asset managers, according to Chief Financial Officer Martin Small. This move follows BlackRocks $30bn expansion into private credit, financial data, and infrastructure assets in 2023.

Finance 162

Finance Financing Private Equity Firms Private Equity Firms 162

Private Equity Insights

JANUARY 13, 2025

US-based PE firms have been particularly active, leveraging the strong dollar to acquire undervalued assets. These regions have become focal points for private capital providers, said Neil Barlow, a partner at Clifford Chance. However, challenging market conditions have made exits and listings difficult.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Leveraging 130

Private Equity Insights

MARCH 28, 2025

Leveraging its deep expertise in credit and bottom-up fundamental analysis, AlbaCore aims to deliver strong downside protection and attractive risk-adjusted returns. Founded in 2016, London-based AlbaCore manages $9bn in assets on behalf of global pension funds, sovereign wealth funds, insurers, consultants, family offices, and endowments.

Pension Funds 147

Pension Funds Consulting Consultants Banks 147

The Motley Fool

JANUARY 20, 2025

Five banks dominated 80% of Brazil's financial assets, effectively operating as an oligopoly and imposing exorbitant fees on customers. This multi-faceted approach enables Nu Holdings to leverage its large customer base in Brazil, creating a digital ecosystem that promotes cross-selling opportunities.

Banks 225

Banks Financial Services Leveraging Accounting 225

The Motley Fool

OCTOBER 1, 2024

However, it recently made a counter move to cash in the value of its tower assets, which will bring in $3.3 billion of net debt), it had a higher-leverage ratio of nearly 2.9 AT&T aims to get its leverage ratio down to the 2.5 Meanwhile, Verizon set an even lower long-term leverage target of 1.75 billion of net debt).

Leveraging 245

Leveraging Debt Assets Returns 245

The Motley Fool

AUGUST 5, 2024

Instead, it's a highly leveraged yen "carry trade" that has led to billions of dollars in selling and liquidations starting in the crypto market on Sunday night. Very few assets are up today, but the notable moves are the S&P 500 (SNPINDEX: ^GSPC) falling 2.99% and the Nasdaq Composite (NASDAQINDEX: ^IXIC) losing 3.7% treasuries.

Leveraging 246

Leveraging Hedge Funds Assets Debt 246

Private Equity Insights

JANUARY 14, 2025

Ahead of the IPO, EG Group has taken steps to optimise its financial structure, including divesting non-core assets. The Issa brothers and TDR Capital aim to leverage this listing to propel EG Group into its next phase of development.

Debt 130

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

Private Equity Insights

MARCH 5, 2025

OrderYOYO has grown rapidly by leveraging its advanced technology, data-driven market approach, and targeted acquisitions in the UK and Germany. The company processes over 16 million orders annually and has significantly improved profitability, increasing its EBITDA margin from 0.5% in 2021 to 17.6%

Asset Management 147

Asset Management Leveraging Financial Services Assets 147

Private Equity Wire

JANUARY 13, 2025

The firm’s strategy reportedly focuses on private equity assets that are largely untapped by other secondaries managers. Based in New York City, SQ Capital plans to leverage an AI-driven approach to evaluate secondary market opportunities, using its proprietary platform, SQORE.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Stakes Leveraging 98

Private Equity Insights

JANUARY 9, 2025

The firm now manages nearly $16bn across its funds and co-investment vehicles, more than doubling its assets under management in just over three years. The fund aims to leverage the firms extensive network, operational expertise, and trusted partnerships to drive value.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Leveraging 130

The Motley Fool

DECEMBER 18, 2024

The company's midstream assets generate very stable cash flow. Fee-based contracts with Occidental and other customers support 95% of its gas infrastructure and 100% of its crude oil assets, protecting it from commodity price exposure. The MLP expects its leverage ratio to end the year at 3 times, down from 3.7

Leveraging 130

Leveraging Debt Assets Capital 130

Private Equity Insights

JANUARY 16, 2025

These funds, which saw rapid growth between 2019 and 2021, provide fresh capital to high-potential assets, ensuring continued value creation. By leveraging their expertise and resources, firms like Audax Private Equity have implemented operational initiatives that have driven recovery, even in challenging industries.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Mergers and Acquisitions Funds 130

Private Equity Insights

MARCH 12, 2025

Lower interest rates are expected to further fuel leveraged buyouts, setting the stage for an active 2025, Deloitte reported. Restructuring will be a key driver of South Koreas M&A landscape as companies divest non-core assets and cash-generating units to strengthen financial stability. increase from the previous year.

Mergers and Acquisitions 147

Mergers and Acquisitions Leveraged Buyouts Buyout Exit Strategy 147

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. Moreover, the strategy capitalises on Ares scale and expertise, leveraging its established presence in private credit markets.

Financing 130

Financing Finance Leveraging Banks 130

The Motley Fool

JANUARY 21, 2025

It leverages its vast client base and broad capabilities to maintain a competitive edge. The successful integration of TD Ameritrade significantly expanded Schwab's client and asset base. trillion in client assets to Schwab's platform. billion from asset management and administration fees. adjusted) N/A 26.8% (36.0%

Assets 130

Assets Asset Management Leveraging Prospects 130

The Motley Fool

NOVEMBER 26, 2024

The sector has gone through a transformation in the past decade, with midstream companies reducing leverage and being more disciplined when it comes to funding growth projects. Even better, the company has said it could pay excess distributions once its leverage is below 3 times and it has excess free cash flow.

Leveraging 245

Leveraging Amortization Depreciation Earnings Before Interest 245

Private Equity Insights

JANUARY 22, 2025

Under Naxicaps ownership, the three companiesVuWall, G&D, and Tritecwill collaborate to leverage shared technology, workforce, and market presence. Read more Stonepeak acquires Boundary Street Capital to expand credit offerings Stonepeak, a global investment firm managing $72bn in assets, has acquired Boundary Street.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Leveraging Assets 147

Private Equity Insights

FEBRUARY 5, 2025

He noted a growing demand for Balbecs asset-based and specialty finance strategies as investors seek diversification. Balbec has deployed more than $23bn globally since its inception in 2010, focusing on delivering risk-adjusted returns across asset-based credit strategies. The fund has already called 51% of capital commitments.

Pension Funds 130

Pension Funds Bidding Consulting Consultants 130

The Motley Fool

MARCH 14, 2025

This is a token that tends to rise and fall on the basis of animal spirits, with speculators and traders largely driving outsize moves in this particular cryptocurrency utilizing (in many cases) leverage to place bets on the direction this token will head over short periods of time. over the past 24 hours as of 1:30 p.m.

Leveraging 130

Leveraging Assets Investors Returns 130

The Motley Fool

JULY 21, 2024

AGNC's portfolio has a weighted average yield of 4.52%, so the company uses leverage -- meaning debt -- to boost returns for investors. The company expects leverage to be around 6 to 12 times its tangible stockholders' equity. It gains leverage by borrowing against its assets, which helps boost returns during good times.

Investing 245

Investing Leveraging Assets Debt 245

Private Equity Wire

NOVEMBER 4, 2024

The firm reported a 17% increase in assets under management (AUM) in its Friday earnings release, reaching $464bn in the third quarter, as strong demand for US direct lending and strategic private equity acquisitions fuelled growth. net), while real assets posted modest gains, with US real estate equity delivering 1.3%.

Leveraging 96

Leveraging Assets Taxes Banks 96

The Motley Fool

NOVEMBER 8, 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. On today's call, I will provide my usual update regarding our performance in the quarter.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

The Motley Fool

DECEMBER 19, 2024

Secondly, and simultaneously, we continue to migrate our operating platform to an asset like configuration. reflecting our lower volume and lower average sales price leverage. In the very near future, the spin-off will be public and that will complete our now almost five-year migration to an asset light operating model.

Debt 242

Debt Assets Capital Banks 242

Private Equity Professional

NOVEMBER 21, 2024

Over the years, private equity has shifted from a focus on leverage and financial engineering to an ever-increasing emphasis on creating value through operational improvements within their portfolio companies. This shift includes enhancing management practices, investing in technology upgrades, and creating new sources of revenue.

Best Practices 113

Best Practices Mergers and Acquisitions Consultants Consulting 113

The Motley Fool

APRIL 29, 2024

We believe the introduction of spot bitcoin ETPs further evidences the maturation of bitcoin as an institutional grade asset class with broader regulatory recognition and institutional adoption. Leverage provides the opportunity to generate higher returns if the price increases.

Leveraging 246

Leveraging Debt Assets Shareholders 246

The Motley Fool

FEBRUARY 28, 2025

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 favorable results in our asset management business.

Capital 130

Capital Asset Management Debt Leveraging 130

Private Equity Wire

NOVEMBER 14, 2024

In recent years, private equity firms have increasingly divested from energy assets, leveraging higher commodity prices to profitably exit oil and gas investments. Likewise, Point Energy Partners, supported by Vortus Investments, sold assets to Vital Energy and Northern Oil and Gas.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Leveraging Assets 98

The Motley Fool

MAY 9, 2024

BDCs tend to use leverage to help boost their payouts. While this leverage can help juice returns, it could also exacerbate losses during an economic downturn. is below the BDC average of 1.06, showing its more conservative use of leverage. Investing in middle-market companies isn't without risk.

Initial Public Offering 246

Initial Public Offering Leveraging Banks Debt 246

Private Equity Wire

DECEMBER 12, 2024

Warburg Pincus, a leading private equity firm managing approximately $86bn in assets, has no immediate plans to pursue an initial public offering (IPO), according to a report by Reuters quoting CEO Jeffrey Perlman at the Reuters NEXT conference in New York on Tuesday. The industry bought a lot in 2021. It was a tough vintage, Perlman said.

Leveraged Buyouts 96

Leveraged Buyouts Initial Public Offering Buyout Private Equity Firms 96

The Motley Fool

JULY 28, 2024

Capitalize on assets you already own Look around you -- do you have an extra room or perhaps a car that's often unused? These can become income-generating assets. Leverage affiliate marketing If you already run a blog or YouTube channel or have a strong social media following, affiliate marketing is a powerful tool.

Leveraging 246

Leveraging Assets Accounting Capital 246

Private Equity Wire

NOVEMBER 6, 2024

Alperovich has extensive experience advising private equity sponsors and their portfolio companies on a broad range of transactions, including mergers and acquisitions, leveraged buyouts, minority and growth investments, joint ventures, carve-outs and divestitures, restructurings, SPACs and de-SPACs, and investments in general partners.

Leveraged Buyouts 96

Leveraged Buyouts Mergers and Acquisitions Buyout Asset Management 96

The Motley Fool

JULY 11, 2024

Adding an accelerant Brookfield Renewable and some partners (its parent, Brookfield Asset Management , and Singapore's state investment company Temasek) recently struck a deal to acquire a majority stake in Neoen from some of its largest shareholders. gigawatts (GW) of assets in operation or under construction. Neoen currently has 8.3

Asset Management 246

Asset Management Leveraging Stakes Assets 246

Private Equity Wire

DECEMBER 9, 2024

The portfolio includes direct investments and credit funds, reflecting Temasek’s strategy to diversify and capture opportunities in the booming asset class. Temaseks private credit arm will be led by Nicolas Debetencourt, who has headed the firms credit and hybrid solutions team since 2016.

Leveraging 91

Leveraging Assets Investment Firms Portfolios 91

The Motley Fool

OCTOBER 31, 2024

trillion of assets under management supporting defined benefit and defined contribution plans, PGIM serves more than half of the world's 300 largest pension funds. We maintain a AA rating, which reflects a healthy capital position, including more than $4 billion in highly liquid assets at the end of the third quarter.

Liabilities 130

Liabilities Assets Capital Shareholders 130

The Motley Fool

FEBRUARY 12, 2025

One, CVS Health's collection of assets, its reach, its connection with 185 million Americans, whether in our stores or clinics. A recent example of how we're using our enterprise assets to solve important issues for our clients and help offset the rising healthcare costs is through actions we've taken in the biosimilar market.

Leveraging 214

Leveraging Bidding Assets Shareholders 214