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Overheard at Axial – Market Insights From Top Lower Middle Market Dealmakers

Axial

Increased Activity From Family Offices & Independent Sponsors In the wake of the most aggressive rate hiking cycle since the early 1980s, we’ve noticed an uptick in activity (pursuits and bids) from Family Offices and Independent Sponsors.

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DoubleVerify (DV) Q2 2024 Earnings Call Transcript

The Motley Fool

A great indicator of the potential for pre-bid solutions in social is our free screen solution for YouTube. Currently, we are the only verification platform capable of closing the loop for advertisers on social media with aligned pre- and post-bid solutions. And what does that mean for investment horizon?

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Suyi Kim on What Drives Success at CPP Investments' Giant PE Portfolio

Pension Pulse

We have submitted bids, but we often come in far below the winning bid and in retrospect we are happy that we’ve missed these investments.” Now, CPP Investments has a long investment horizon. “We use our secondaries to adjust the portfolio here.”

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CPP Investments Sinks Another £300M Into Octopus Energy, Buys Huge Stake in Mortgage Portfolio

Pension Pulse

CPP Investments invests in both public and private credit and credit-like products globally, leveraging its ability to provide scale, certainty of assets and a long investment horizon. Rialto Capital has oversight of over $100 billion of commercial real estate loans and has experience managing public private partnerships.

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The 25 Most Active Family Offices on Axial

Axial

.” Visit SouthWorth’s Profile “Cottonwood Acquisitions is a family office partnership focused on investing in small to mid-sized businesses. Cottonwood seeks to partner with talented management teams to create value with a long term investment horizon.”

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CPP Investments' Andrew Edgell on Private Debt's Next Stress Test

Pension Pulse

A combination of our scale, certainty of assets, and our long investment horizon make us uniquely positioned as a global investor. Also, supply is cyclical and there will come a point where the bid-ask spread narrows and PE firms start to transact again. How big a recession and default cycle is still to be determined.

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Best Caisse Scenario?

Pension Pulse

There have been, and always will be, politically sensitive investments. faced a 2012 takeover bid from U.S. The Caisse’s long investment horizon, and the fact that its leaders sometimes outlast governments, affords another layer of protection. In the end, in terms of talking about pressure, I never felt that pressure.”