Private Equity Insights

JULY 14, 2023

North Branch Capital has raised $213m for its second fund, beating its $200m target. Fund II’s limited partners include insurance companies, fund-of-funds, family offices, charitable foundations, university endowments, and high-net worth individuals. North Branch targets lower middle market industrial businesses.

High Net Worth Individuals 130

High Net Worth Individuals Funds Buyout Legal 130

Private Equity Wire

OCTOBER 22, 2024

Private investment firm L2 Point Management (L2 Point) has successfully closed its inaugural structured equity fund, L2 Point Opportunities Fund I (the fund), with approximately $312m in capital commitments, surpassing its original $300m target. Proskauer Rose LLP served as legal counsel.

High Net Worth Individuals 98

High Net Worth Individuals Funds Legal Capital 98

Private Equity Insights

OCTOBER 19, 2023

Pfingsten is pleased to announce the closing of its sixth investment fund, Pfingsten Fund VI, with total capital commitments of $435m , surpassing its $350m target. Kirkland & Ellis LLP served as legal counsel and Shannon Advisors LLC acted as placement agent. is looking to raise $325m to refinance debt by.

High Net Worth Individuals 130

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 130

Private Equity Professional

JULY 22, 2024

Kingswood Capital Management has held a final close its oversubscribed and above target third fund, Kingswood Capital Opportunities Fund III LP , with total capital commitments of $1.5 billion in total capital commitments. Lazard was the placement agent for Fund III and Kirkland & Ellis provided legal services.

High Net Worth Individuals 100

High Net Worth Individuals Funds Legal Leveraging 100

Private Equity Insights

OCTOBER 10, 2023

Despite a challenging fundraising environment for private equity firms generally, WPGG 14 was met with very high investor demand and significantly exceeded expectations, closing on $17.3bn of capital. Kirkland & Ellis LLP served as legal advisor for WPGG 14. Source: CISION PR Newswire Can’t stop reading?

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

Private Equity Wire

JANUARY 15, 2025

Hildred Capital Management, a private equity firm focused on lower middle-market healthcare, has successfully closed its third fund, Hildred Equity Partners III, according to a report by BusinessWire. The fund surpassed expectations, attracting more than $800m in capital commitments well beyond its original $600m target within seven months.

High Net Worth Individuals 86

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 86

This is going to be BIG.

OCTOBER 29, 2015

If you want to track the influence of gambling, you make it as legal as possible, but you make it a requirement for everyone who takes a bet to know their customer, just like in banking and securities. Legality puts a spotlight in dark corners.

High Net Worth Individuals 125

High Net Worth Individuals Legal Taxes Startups 125

Private Equity Wire

AUGUST 10, 2023

HealthEdge closes Fund IV above target at $160m Submitted 10/08/2023 - 12:27pm HealthEdge Investment Partners (HealthEdge) has completed the final close of its fourth fund, HealthEdge Investment Fund IV, (Fund IV), above its original target with over $160 million of capital commitments, including an investment from the General Partner.

High Net Worth Individuals 52

High Net Worth Individuals Pension Funds Funds Legal 52

Hellman & Friedman LLC

NOVEMBER 22, 2021

(“athenahealth” or “the Company”), a leading provider of cloud-based enterprise software solutions for medical groups and health systems nationwide, today announced it has entered into a definitive agreement to be jointly acquired by affiliates of Bain Capital and Hellman & Friedman for $17 billion.

Capital 40

Capital High Net Worth Individuals Education Legal 40

Pension Pulse

MAY 25, 2023

In a highly regulated environment, ZEDRA delivers its clients high quality solutions through bespoke planning, governance, and operational services, ensuring the highest standards of compliance and integrity are met. billion in capital across buyouts and $4.4 billion in capital across infrastructure since inception.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

Axial

MAY 4, 2023

” Industries: Consumer Goods, Industrials, Materials, Retail, Business Services, Consumer Services, Media Visit Plethora’s Profile “ACT Capital Advisors has facilitated the mergers, acquisitions, and divestitures of hundreds of companies. We work closely with our client’s financial and legal advisors.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Big Picture

MAY 9, 2023

They were starting to want to attract international capital. Capital rules were changing. It’s like what do I do, how do I address my needs, what are my liability structures, how do I make long-term investment decisions, and then how do I execute upon that overall advice through these individual investment opportunities.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

Pension Pulse

SEPTEMBER 6, 2023

Since 2021, the regulator has pushed the sector to improve how it values assets that range from venture capital to office blocks. In fact, there is already legal pushback from the industry. Private assets are popular in Australia's A$2.4 The suit was filed in the 5th U.S. Circuit Court of Appeals.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

The Big Picture

JULY 2, 2024

Really a, a fascinating combination of legal insight and technology. And it’s, you have to focus on financing the litigation cases with a high probability of a successful outcome, but where the plaintiff doesn’t have the capital to see it through and are up against the deep pocketed defendant who could just wait him out.

Legal 59

Legal Hedge Funds Financing Finance 59

Axial

JULY 27, 2023

Top 25 Investment Banks Rank Firm HQ 1 FOCUS Investment Banking VA 2 ASA Ventures Group CO 3 Vertess Healthcare Advisors, LLC TX 4 Woodbridge International CT 5 Plethora Businesses CA 6 Murphy McCormack Capital Advisors PA 7 Merritt Healthcare Advisors CT 8 Vista Business Group KS 9 Peakstone Group IL 10 Meritage Partners, Inc.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

Sara Grillo

DECEMBER 12, 2022

Matt founded Exhale Wealth Management to provide comprehensive financial planning to individuals with complex lives, most notably technology employees with equity compensation. Chris Randall is the Founder & CEO of Axis Capital Management. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

Consultants 52

Consultants Consulting High Net Worth Individuals Taxes 52

The Motley Fool

NOVEMBER 7, 2023

Actual results could differ materially from our expectations, and we have no duty to provide updates unless legally required. This allows us to scale in a capital-efficient manner, while easily sharing our capabilities across multiple geos. Now, let's turn to capital management. The Motley Fool has a disclosure policy.

Leveraging 100

Leveraging Assets Shareholders Public Companies 100

The Big Picture

DECEMBER 14, 2022

Big part of it also, though, is the capital structure you set up. And being able to capitalize on those kinds of opportunities is so important. We’ve had 16 percent net returns on all of the capital we’ve invested over 30 years. RITHOLTZ: 16 percent annually, net of fee? RITHOLTZ: Right.

Assets 64

Assets Mergers and Acquisitions Capital Portfolios 64

Private Equity Insights

JANUARY 22, 2025

The fund surpassed its target, attracting commitments from institutional investors, family offices, and high-net-worth individuals across North America, Europe, the Middle East, and Asia. Source: Private Capital Journal Can’t stop reading?

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

Private Equity Professional

MARCH 20, 2025

New State Capital Partners has closed its fourth fund, New State Capital Partners Fund IV LP , above target with $700 million in capital. billion in total capital. New States earlier fund, New State Capital Partners Fund III LP , closed in May 2021 with $450 million of committed capital.

High Net Worth Individuals 100

High Net Worth Individuals Funds Legal Debt 100

The Big Picture

JANUARY 7, 2025

The transcript from this weeks, MiB: Sunaina Sinha, Global Head of Private Capital with Raymond James , is below. Sina Sinha is the global head of Private Capital Advisory group for Raymond James. Ena has a unique perch in the world of not only venture and angel investing, but most especially private equity and private capital.

Capital 52

Capital Hedge Funds Buyout Funds 52