Remove Bidding Remove Investment Horizon Remove Leveraging
article thumbnail

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. Please email kaitlinn.thatcher@axial.net with your suggestions!

article thumbnail

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

Pension Pulse

“When we look at the investment case, higher interest rates will have an impact on the multiple but so far market multiples still haven’t changed that much,” she says. 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.”

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Trending Sources

article thumbnail

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. That said, on the positive side, if you look across the US high yield and leveraged loan issuer market, we have had eight consecutive quarters of positive, albeit decelerating, revenue and earnings growth.

Debt 59
article thumbnail

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?

Bidding 130
article thumbnail

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.

Stakes 59
article thumbnail

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.”

article thumbnail

A Conversation With John Graham on CPP Investments Fiscal 2023 Results

Pension Pulse

Transaction-related expenses, which decreased by $151 million, vary from year to year according to the number, size and complexity of our investing activities. Other categories affecting our total cost profile include taxes and expenses associated with various forms of leverage.