Private Equity Insights

MARCH 17, 2023

Question is: Can it become a one-stop shop for pension funds, endowments, insurers, and sovereign wealth funds eager for exposure to every major alternative-asset class — without diminishing its private credit franchise? In 2022, Ares’ direct lending tied to such buyouts totaled $26.4

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 130

Private Equity Wire

OCTOBER 1, 2024

The private equity consortium led by buyout giant CVC Capital Partners, alongside Nordic Capital and Platinum Ivy, poised to acquire Hargreaves Lansdown has expanded its roster of lenders backing the £5.4bn deal, accordong tome report by the Business Desk.

Pension Funds 97

Pension Funds Buyout Bidding Asset Management 97

Private Equity Wire

OCTOBER 31, 2024

European growth investment firm Verdane has held the final close of Verdane Idun II, an Article 9 fund under the EU’s Sustainable Finance Directive, which will invest in businesses within the structural growth trend of decarbonisation, at its hard cap of €700m.

Pension Funds 92

Pension Funds Funds Buyout Legal 92

Pension Pulse

FEBRUARY 12, 2025

Layan Odeh of Bloomberg reports CPPIB plows at least $5 billion into private equity in three months: Canada Pension Plan Investment Board poured at least $5 billion into private equity in the last three months of 2024 as the asset class regained appeal. 31, according to Bloomberg calculations. billion 10-year net return of 9.2%

Mergers and Acquisitions 59

Mergers and Acquisitions Investing Stakes Buyout 59

Private Equity Wire

NOVEMBER 9, 2023

According to Invest Europe’s Investing in Europe: Private Equity Activity H1 2023 report, private equity and venture capital funds invested €32bn in the first half of 2023, 54% lower than 2022’s strong figures and in line with levels last seen in 2016.

Venture Capital 104

Venture Capital Pension Funds Buyout Consultants 104

Pension Pulse

APRIL 25, 2024

Paula Sambo of Bloomberg reports Canada pension fund's credit head wants to take advantage of leveraged buyout boom: Canada’s largest pension fund plans to nearly double the size of its credit holdings over the next five years, and it’s counting on an upturn in leveraged buyouts to generate some of that growth.

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

Pension Pulse

JULY 16, 2024

A higher cost of debt and slower economic growth have created a tough investing environment, pushing down the value of some private assets that pension funds own. Private credit has been one of the best-performing asset classes for some large pension funds in recent years, often earning double-digit percentage gains.

Pension Funds 64

Pension Funds Buyout Assets Debt 64

Pension Pulse

JULY 24, 2024

In late 2022, the system explored a sale of its PE fund stakes that was reported to be worth more than $1 billion, before ultimately deciding to hold off as markets deteriorated and pricing outlook appeared bleak, as affiliate title Buyouts reported at the time. billion to an investor group led by Goldman Sachs in 2018.

Pension Funds 59

Pension Funds Buyout Stakes Finance 59

Pension Pulse

JULY 11, 2024

Whereas Kleinman went in hard with his warning that “everything is not going to be okay” for buyout firms, Stavros joined in with the concession that his industry may have gotten “too creative” lately. When buyout groups do look to sell, PIKs, NAV loans and other kinds of excess baggage are creating obstacles.

Buyout 59

Buyout Debt Leveraging Collateral 59

Pension Pulse

NOVEMBER 15, 2023

The Canada Pension Plan Investment Board , for example, which invests on behalf of the Canada Pension Plan , sold a diversified portfolio of limited partnership fund interests in mostly North American and European buyout funds to French private investment house Ardian for around $2 billion on Nov.

Stakes 59

Stakes Pension Funds Assets Buyout 59

Pension Pulse

FEBRUARY 20, 2024

Operational Highlights Corporate developments Ranked first among the world’s leading public pension funds by Global SWF when measuring annualized returns between fiscal years 2013 and 2022 (Global SWF Data Platform, December 2023). and funds affiliated with Rialto Capital and acquired a 20% equity stake for US$1.2 billion (C$3.4

Stakes 59

Stakes Pension Funds Investing Mergers and Acquisitions 59

Pension Pulse

MAY 11, 2023

Paulina Pielichata of Pensions & Investments reports CDPQ works to pump $11.2 billion into European private markets: Canadian pension fund Caisse de depot et placement du Quebec has recently moved into its new London headquarters as it is working to deploy C$15 billion ($11.2 billion) in private markets across Europe.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Buyout Pension Funds 52

Pension Pulse

JANUARY 30, 2024

Fuelled by revenues from Norway’s state-owned oil and gas companies, the fund is aimed at financing future spending in the generous welfare state. The fund — known as Norges Bank Investment Management — invests according to a strict mandate defined by the Finance Ministry, and seeks to make most of its limited leeway.

Pension Funds 59

Pension Funds Funds Assets Finance 59

Private Equity Wire

JULY 20, 2023

Fremman Capital closes debut fund at over $600m Submitted 20/07/2023 - 10:56am Fremman Capital (Fremman) has held the the final closing of its debut fund, Fremman I MM and accompanying separately managed account, with over €600m in capital commitments, making one of the largest first-time pan-European buyout fund raised since 2020.

Capital 40

Capital Pension Funds Funds Buyout 40

Pension Pulse

MAY 22, 2024

Ian Bickis of The Canadian Press reports CPP Investments earned 8 per cent in latest fiscal year, net assets rose to $632 billion: Canada's biggest pension fund earned an eight per cent return last year, but significantly underperformed the 19.9 per cent return of its reference portfolio. a publicly listed U.S.

Investing 59

Investing Pension Funds Stakes Assets 59

Pension Pulse

AUGUST 24, 2023

A month ago, Eliyahu Kamisher of the Los Angels Times reported that CalPERS pension fund posts 5.8% gain in its latest fiscal year as the stock market rally and private debt buoyed the largest traditional public pension fund in the United States. pension fund, has yet to release its fiscal 2023 results.

Pension Funds 52

Pension Funds Debt Assets Banks 52

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. trillion in buyouts, highlighting its resilience and impressive growth.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Venture Capital Venture capital investments focus on financing startups and early-stage companies with significant growth potential. trillion in buyouts, highlighting its resilience and impressive growth.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

SEPTEMBER 10, 2024

Razak Musah Baba of IPE Real Assets reports OMERS to buy Allianz’s stake in Indian road infrastructure trust: Canadian pension fund OMERS is buying Allianz Capital Partners’ 13.5% Below, unravel the mysteries behind toll-based financing, the growth of toll revenues reaching ₹48,028 crore in 2022-23, and the projected ₹1.3

Stakes 59

Stakes Assets Buyout Shareholders 59

Pension Pulse

MAY 24, 2023

In private credit, tightening credit conditions resulting from a handful of bank failures and rescues in the United States have opened up opportunities for non-bank players like pension funds, he said. So we kind of had headwinds and tailwinds in the portfolio, which is the point of diversification,” Graham said. per cent return.

Investing 52

Investing Stakes Pension Funds Assets 52

Pension Pulse

AUGUST 23, 2023

It is for this reason that Canadian pension giant BCI finds itself in a rather enviable position. billion) public pension fund has spent much of the past decade using the secondaries market to cultivate a comparatively liquid portfolio of illiquid assets. billion; €158.2 Asia-Pacific represented 9.7 They cannot sell easily.

Pension Funds 40

Pension Funds Assets Debt Private Equity Firms 40

The Big Picture

SEPTEMBER 23, 2024

So, is it, is it safe to say finance was always in the career plans? 00:02:24 [Speaker Changed] Finance and business was always in the career plans. But because these are really good businesses, which got levered, they got leveraged through these leverage buyouts. Oh, 00:02:22 [Speaker Changed] Gosh, yes. And still growing.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59

The Big Picture

DECEMBER 5, 2023

Were you always thinking about going into finance? What, what was it that made you say, Hey, this finance thing looks like it’s fun and interesting? But there wasn’t an active m and a business, there wasn’t a leveraged finance business. You get a Stanford MBA. What was the original career plan?

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

JUNE 13, 2023

The exposure you get in investment banking, I was a leveraged finance banker by background. Was the plan when you were going to school in Paris always to go into finance, or were you originally leaning in another direction? And there was no hint at the time that I would be heading into finance. I think it was a great training.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

APRIL 4, 2023

KENCEL: “Barbarians at the Gate” and the financing. We’re going to look at a buyout and look at the pricing, look at the structure. They really weren’t in the investment banking business, and they looked at the opportunity there and said, gee, we should really have a high yield business and a financing business.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59

Pension Pulse

NOVEMBER 10, 2023

Executive announcements Manroop Jhooty was appointed Senior Managing Director & Head of Total Fund Management. Completed a multi-year forward flow agreement with Exeter Finance LLC, a U.S. indirect auto finance company, to acquire up to US$200 million per year in residual certificates of auto loan receivables securitizations.

Investing 59

Investing Buyout Stakes Assets 59

The Big Picture

FEBRUARY 28, 2023

They’re the largest listed buyout firm in Europe. He is the chief executive officer of the Partners Group, which is Europe’s biggest listed private equity and buyout firm, with a market cap of about $25 billion. That seems to be inordinately lengthy compared to the way traditional finance operates. in Colorado.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

Pension Pulse

NOVEMBER 25, 2024

Northvolt scrambled to keep the financing flowing, but as Germany’s car industry fell deeper into its own crisis, it became clear orders would dry up. billion to finance its new business plan, Carlsson said, telling reporters that “we’ll regret it in 20 years if we’re not driving transition” to clean technologies.

Pension Funds 59

Pension Funds Funds Finance Financing 59

Pension Pulse

MARCH 3, 2025

Ralph Berg, chief investment officer at OMERS for nearly two years, brings a fresh perspective to pension fund management with a history and work pedigree different to what you might expect from a Canadian fund investment boss. Private equity is the final piece of the puzzle with investments dominated by the buyout program.

Buyout 52

Buyout Pension Funds Investing Assets 52

Pension Pulse

FEBRUARY 25, 2025

Nicolas Van Praet of the Globe and Mail reports pension giant Caisse strikes deal to acquire Innergex Renewable Energy: Canadian pension fund giant Caisse de dpt et placement du Qubec has struck a deal to buy Innergex Renewable Energy Inc. The Caisse will pay $13.75 Many are indexed to inflation, he said.

Pension Funds 59

Pension Funds Shareholders Legal Stakes 59

The Big Picture

JUNE 20, 2023

MORGENSON: Well, I sort of worked my way up, if you can call it that, to writing their personal finance column, which nobody read, by the way. RITHOLTZ: Now that we have gender parity in finance, thank you. Pension funds, perhaps, maybe aren’t growing as much as they need them to. He was a corporate finance person.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59