Private Equity Insights

NOVEMBER 28, 2023

Amyn Hassanally, Partner and Global Head of Private Equity Secondaries at Pantheon, commented: “We are grateful for the strong support of our investors across the world who have entrusted us with their capital. Pantheon’s deep expertise in private equity secondaries attracted investments from a wide range of new and existing clients.

Funds 130

Funds Deal Flow Financing Finance 130

Private Equity Wire

JANUARY 26, 2024

Benefit Street Partners (BSP), a credit-focused alternative asset manager with approximately $75bn in AUM and a subsidiary of Franklin Templeton Investments, has closed its fifth flagship direct lending vehicle, BSP Debt Fund V, with $4.7bn of capital.

Funds 98

Funds Deal Flow Debt Leveraging 98

Axial

MARCH 14, 2024

One item of note is that while technology was ranked only the fourth highest industry as it relates to total deal flow in Axial in 2023, deals in the tech sector had the leading pursuit rate at 8.92%. Visit the Member Closed Deals page to see selected transactions that have been sourced and closed via Axial.

Mergers and Acquisitions 96

Mergers and Acquisitions Investors Deal Flow Leveraging 96

Axial

SEPTEMBER 26, 2024

Matt Searles , Merritt Healthcare Advisors A significant challenge in healthcare is managing interest rate risk and sourcing capital to finance acquisitions Rob Chepak , TREP Advisors, LLC There are so many types of buyers that business owners need to understand early on in buyer conversations who they are talking to.

Deal Flow 52

Deal Flow Capital Financing Finance 52

This is going to be BIG.

MAY 16, 2024

That means a lot of competition for the best deals and more difficulty in standing out. If we ever do get to the one-person unicorn, that’s going to be a lot of people trying to beat out Sequoia and Benchmark to fund its solitary round—a $2mm seed that it never looks back from for additional capital. Data wasn’t a sector.

Leveraging 97

Leveraging Deal Flow Venture Capital Capital 97

Private Equity Wire

FEBRUARY 26, 2024

The opportunistic credit team will build on the work of the special opportunities strategy and leverage the experience and direct origination network across the firm’s leading global credit platform. The opportunistic credit team will be led by Aaron Rosen and Craig Snyder, who serve as Co-Portfolio Managers of special opportunities.

Deal Flow 75

Deal Flow Leveraging Public Companies Debt 75

Insight Partners

SEPTEMBER 9, 2024

Financing led by RA Capital Management with participation from Insight Partners, NVentures, Catalio Capital Management, Eli Lilly and Company, Gaingels, and Cooley LLP Funds to support clinical development of lead programs and expansion of small molecule pipeline focused on high-value GPCR targets BOSTON, Sept. D’Cruz. “By

Deal Flow 52

Deal Flow Startups Venture Capital Financing 52

Pension Pulse

JULY 3, 2024

Rather than continuing to plough in capital, the investment team are now thinking more about comparing opportunities across assets and anticipating future trends. The typical four- to five-year tenor of a private debt deal means around 20 per cent of the portfolio is in perpetual motion. tied to assets including microchips.

Portfolios 59

Portfolios Due Diligence Debt Pension Funds 59

Udu

APRIL 21, 2023

Inbound Platforms Inbound platforms specialize in helping firms source deals from a variety of sources, including venture capital firms, angel investors, and other private equity funds. Deal volume: The PE deal origination platform should offer a sufficient volume of deals to allow firms to find suitable investment opportunities.

Deal Origination 40

Deal Origination Due Diligence Angel Investors Deal Flow 40

The Motley Fool

FEBRUARY 15, 2024

We also continue to drive share gains in our markets by leveraging a multi-brand, multichannel approach at scale to differentiate ourselves competitively. We have also strategically allocated resources to the commercial side of our business to capitalize on opportunities within key verticals. and Canada. in the quarter.

Leveraging 130

Leveraging Taxes Capital Banks 130

SuperAngel.Fund

JANUARY 19, 2024

After all, a key ‘perk’ to private market investing is to capitalize on ‘private’ information that the general public may not know. If I am doing my job right the first time in “picking winners”, at least for a few subsequent rounds, our best deal flow should come from our existing portfolio.

Startups 69

Startups Due Diligence Deal Flow Angel Investors 69

Axial

OCTOBER 26, 2023

Technology ranked 4th in deal flow but had the highest average pursuit rate, 8.76%, of all sectors. See below for the full Q3 deal activity overview on the Axial platform, and for a more detailed breakdown by industry, check out The SMB M&A Pipeline: Q3 2023.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Motley Fool

JULY 24, 2024

Our team's efforts continue to produce unique and proprietary deal flow, and we continue to identify attractive investment opportunities across all three external growth platforms. However, I think it is prudent due to the lack of current visibility into fourth quarter acquisition activity and the rapid change in our cost of capital.

Debt 130

Debt Capital Assets Asset Management 130

Axial

FEBRUARY 27, 2024

We invest a minimum of 50% equity into the capital structure of each portfolio company, providing the flexibility to create value through operational improvements, professional management practices, global capabilities and profitable business growth, versus financial engineering. billion of committed capital across four funds.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Mergers and Acquisitions 59

Private Equity Wire

JUNE 27, 2023

A new survey of investors and deal advisers conducted by Private Equity Wire found high asset prices were the number one challenge when considering tech firms. In March, Permira made a final close of its latest flagship buyout fund, Permira VIII with total capital commitments of €16.7bn.

Buyout 52

Buyout Bidding Leveraging Deal Flow 52

Pension Pulse

JANUARY 10, 2024

Looking forward, some skeptics might argue that most of the post GFC period was a low interest rate and low default rate environment and that too much capital may have been attracted to the space. I’d say on balance, the leveraged space and the economy generally have been trending better than one might have expected.

Debt 59

Debt Investing Banks Assets 59

SuperAngel.Fund

APRIL 21, 2023

Our own data over the past two quarters has also shown new deals priced more reasonably, both for follow-on investments in our top performers, and for new companies as well. If you come across impressive founders looking to raise capital within our areas of focus, I appreciate you sharing those opportunities with me.

Venture Capital 52

Venture Capital Banks Deal Flow Capital 52

Axial

JUNE 6, 2023

According to Corey Obermayer, Partner at Pillar49 Capital, “There is a long tail of part-time or unsophisticated Independent Sponsors that have muddied the waters for some owners and advisors. On the other hand, capital is expensive and more scarce, which sellers recognize, so they are more skeptical of Independent Sponsors.”

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Capital 52

The Motley Fool

FEBRUARY 27, 2024

We also leveraged gross profit by 76 basis points and grew adjusted EBITDA by 18%. We continue to experience healthy deal flow, which helped offset the margin impact of our system integration, which we estimate was approximately 130 basis points in the quarter. million of operating cash flow, and we invested $175.6

Banks 130

Banks Capital Financing Finance 130

The Motley Fool

NOVEMBER 14, 2023

We enabled strong operating leverage driving 160% conversion of incremental revenue to adjusted EBITDA this quarter. It is now time for us to shift our management time, focus, and attention to allocate our time to resources and capital to reaccelerating growth. Fundamental to this growth reacceleration is a refined product strategy.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Legal Leveraging Capital 100

The Motley Fool

SEPTEMBER 4, 2024

Our partner network continues to generate opportunities and open new deal flow. We leverage all layers of the AI tech stack, silicon cloud infrastructure services, and foundation models. Free cash flow for the quarter was positive $7.1 We continue to be very well capitalized and closed the quarter with $762.5

Professional Services 130

Professional Services Enterprise Values Assets Companies 130

Pension Pulse

AUGUST 15, 2023

Paula Sambo of Bloomberg News also reports Ontario Teachers’ makes bond bet as economic clouds gather: Ontario Teachers’ Pension Plan is making a bigger bet on bonds and credit and is adding leverage to pay for it. The fund’s leverage soared during the first half, with funding for investments rising 47 per cent, to $145 billion.

Pension Funds 52

Pension Funds Assets Liabilities Stakes 52

The Motley Fool

APRIL 12, 2024

Our balance sheet is strong across the board, an intentional result of our high-quality assets, robust capital and liquidity positions, and rigorous risk management. billion in capital to our common shareholders, and that includes $500 million through share buyback. During the first quarter, we returned $1.5 First, we generated $3.1

Banks 130

Banks Assets Mergers and Acquisitions Capital 130

The Motley Fool

NOVEMBER 9, 2023

Blue Owl Capital (NYSE: OWL) Q3 2023 Earnings Call Nov 09, 2023 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings and welcome to the Blue Owl Capital Corporation third quarter 2023 earnings call. billion, and we ended the quarter with net leverage of 1.13

Capital 100

Capital Private Equity Firms Private Equity Firms Leveraging 100

The Motley Fool

OCTOBER 11, 2024

And as long observed in markets, information about capital has become almost as important as capital itself. Nonoperating results for the quarter included $108 million of net investment gains, driven primarily by gains linked to a minority investment and unhedged seed capital investments. Earnings per share of $11.46

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

The Motley Fool

AUGUST 2, 2023

Rithm Capital (NYSE: RITM) Q2 2023 Earnings Call Aug 02, 2023 , 8:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Good day, and welcome to the Rithm Capital second quarter 2023 earnings conference call. and Rithm Capital wasn't one of them! Image source: The Motley Fool.

Capital 100

Capital Asset Management Assets Shareholders 100

The Motley Fool

APRIL 24, 2024

We mentioned on our last call that we will remain nimble and opportunistic, ensuring we are well positioned to capitalize on opportunities as we uncover them. While the net lease transaction market continues to sort itself out, our team is doing a tremendous job leveraging our relationships and uncovering unique opportunities.

Debt 130

Debt Capital Leveraging Financing 130

Private Equity Insights

OCTOBER 23, 2023

Oak Hill Advisors (“OHA”) served as a Lead Arranger for the unitranche financing to fund Bain Capital Private Equity’s (“Bain Capital”) acquisition of Harrington Industrial Plastics (“Harrington”) from Nautic Partners. and globally.

Financing 130

Financing Finance High Net Worth Individuals Pension Funds 130

The Motley Fool

OCTOBER 17, 2024

We also stated our belief that an easing of the cost of capital would be very positive for Blackstone's asset values and would be a catalyst for transaction activity, including deployment and ultimately, realizations, which in turn fuel fundraising. Turning to the recovery in commercial real estate.

Debt 130

Debt Management Fees Capital Funds 130

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. Is this possible?

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

Pension Pulse

MAY 14, 2024

The inflows have helped a slew of hedge funds and other money managers, including GoldenTree Asset Management, Sculptor Capital Management, Carlyle Group Inc. CLO equity — a small slice of the resurgent market for CLOs that bundle leveraged loans into bonds with varying safety ratings — is actually a form of deeply subordinated debt.

Pension Funds 59

Pension Funds Funds Collateral Hedge Funds 59

The Motley Fool

JULY 14, 2023

Our platform strategy has delivered scale and operating leverage through time, with 240 basis points of margin expansion in the last 10 years. Markets have improved since the end of 2022, and we aim to be disciplined in driving profitable growth by prioritizing investments to propel our differentiated organic growth and operating leverage.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

APRIL 18, 2024

We've stated before that short-term movements in stock and bond markets impact capital flows in this channel. But ultimately, flows follow performance as well as innovation as we're seeing now. Borrowing spreads have tightened significantly and the availability of debt capital has increased significantly.

Assets 130

Assets Debt Capital Banks 130

The Motley Fool

MAY 3, 2024

Our clients need capital, and our debt brokerage team did a fantastic job finding the appropriate capital for their needs. Importantly and atypically, over half of our Q1 debt brokerage deal flow was on non-multifamily assets in retail, hospitality, industrial, and office. billion, up 40% year over year.

Debt 130

Debt Banks Assets Capital 130

The Motley Fool

AUGUST 6, 2024

million at the end of the second quarter, with net leverage of about 1.4x. So, that margin definitely flowed through down, healthy SG&A as well, some decent leverage there, and then down to EPS. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability.

Accounting 130

Accounting Returns Leveraging Taxes 130

SuperAngel.Fund

OCTOBER 27, 2023

This is a direct result of major changes to the capital markets which have reduced the supply of ‘risk capital’ and appetite for early stage ventures. If executed properly, Secondaries can be an extremely effective and lucrative way to acquire stakes in high-growth companies that are not actively raising capital.

Venture Capital 64

Venture Capital Deal Flow Startups Due Diligence 64

The Motley Fool

FEBRUARY 29, 2024

Turning to the broad trends we saw this quarter, as I met with customers around the globe, I saw a strong desire to leverage AI to improve business processes and elevate customer experiences. To add more context around overall deal flow, EMEA grew the fastest during the quarter, followed by the Americas and APJ.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Deal Flow Professional Services 130