The Motley Fool

OCTOBER 28, 2023

They're completely legal. Capital gains are grouped into two categories: short term and long term. If you hold assets long enough to qualify for long-term capital gains, you can lower your tax burden on those gains. And the best part? Here are some IRS-approved tricks that could save you a bundle.

Legal 246

Legal Taxes Accounting Assets 246

Private Equity Insights

JANUARY 15, 2025

Hildred Capital Management closed its third fund, Hildred Equity Partners III, raising over $800m. Evercore Private Funds Group acted as the lead global placement agent, while Kirkland & Ellis provided legal counsel. The fund will begin deploying capital in Q1 2025 and is actively seeking investment opportunities.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Financial Institutions 130

Private Equity Insights

JANUARY 22, 2025

Stonepeak, a global investment firm managing $72bn in assets, has acquired Boundary Street Capital, a specialist private credit manager. Legal counsel for the acquisition included Paul, Weiss, Rifkind, Wharton & Garrison, and Simpson Thacher & Bartlett for Stonepeak, with Hogan Lovells advising Boundary Street Capital.

Capital 130

Capital Private Equity Firms Private Equity Firms Legal 130

Private Equity Insights

FEBRUARY 28, 2025

Piper Sandler and Centerview Partners acted as financial advisors, while Kirkland & Ellis served as legal counsel to Vestar on the transaction. Source: Alternatives Watch If you think we missed any important news, please do not hesitate to contact us at news@pe-insights.com. Can`t stop reading?

Capital 147

Capital Private Equity Firms Private Equity Firms Enterprise Values 147

Private Equity Wire

NOVEMBER 14, 2024

HighPost Capital, a PE firm focused on the consumer, sports, media, and technology sectors, has partnered with Charlesbank Capital Partners to invest in Front Row Group, an ecommerce agency providing outsourced marketplace management services. Weil, Gotshal & Manges served as legal counsel to HighPost.

Capital 97

Capital Legal Investing Companies 97

Private Equity Insights

JANUARY 7, 2025

The private equity giant, managing $1 trillion in assets, is purchasing the stake from New Mountain Capital, Citrin Coopermans previous majority owner. is serving as financial adviser, and Kirkland & Ellis LLP and Gibson, Dunn & Crutcher LLP are serving as legal advisers to Blackstone. Deutsche Bank Securities Inc.

Accounting 246

Accounting Private Equity Firms Private Equity Firms Legal 246

Private Equity Insights

JANUARY 21, 2025

Levine Leichtman Capital Partners announced its acquisition of SYNERGY HomeCare Franchising, a leading in-home care provider, from NexPhase Capital. Honigman LLP and DLA Piper provided legal counsel for the transaction. Apogem Capital provided debt financing. Houlihan Lokey and Robert W.

Capital 130

Capital Private Equity Firms Private Equity Firms Legal 130

Private Equity Wire

JANUARY 2, 2025

Cornell Capital, a US-based PE firm with $5.3bn of AUM and offices in New York and Hong Kong, has promoted Jennifer Cattier to Partner. Cattier joins Cornell Capitals Partner group which, following her promotion, will be comprised of seven partners across New York and Hong Kong.

Capital 97

Capital Legal Banks Assets 97

Private Equity Professional

APRIL 3, 2025

Linden Capital Partners has held a final close of its second structured capital fund, Linden Structured Capital Fund II LP (SCF II), with $400 million in capital commitments. Lindens earlier structured capital fund closed in July 2011 with $355 million of capital commitments.

Capital 100

Capital Leveraged Buyouts Buyout Funds 100

Private Equity Wire

JANUARY 6, 2025

Coalesce Capital (Coalesce), a private equity firm focused on investing in business services companies, has completed a majority growth recapitalisation in executive compensation and leadership consultancy, Pearl Meyer & Partners (Pearl Meyer). Ropes & Gray served as legal advisor to Coalesce Capital.

Capital 97

Capital Private Equity Firms Private Equity Firms Consultants 97

Private Equity Wire

NOVEMBER 19, 2024

Nordic Capital, a private equity firm focused on investments in the healthcare, tech and payments, and financial services sectors, has entered into exclusive negotiations regarding the acquisition of Anaqua from private investment firm Astorg. William Blair acted as financial advisor to Nordic Capital.

Capital 97

Capital Private Equity Firms Private Equity Firms Law Firms 97

Private Equity Wire

JANUARY 7, 2025

Blackford Capital (Blackford), a lower middle market private equity firm, has closed the sale of portfolio company Mopec Group, a supplier of equipment, consumables, and services for pathology and anatomy professionals, to PE firm Waud Capital Partners (WCP). Varnum served as legal counsel for Blackford Capital and Mopec.

Capital 97

Capital Private Equity Firms Private Equity Firms Legal 97

Private Equity Insights

JANUARY 30, 2025

Blue Sage Capital closed its fourth private equity fund, Blue Sage Capital IV, at $618m, exceeding its $400m target and $550m hard cap. The firm raised the fund without a placement agent and engaged Kirkland & Ellis as legal counsel. Can’t stop reading?

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Wire

NOVEMBER 13, 2024

Private investment giant Stonepeak has agreed to acquire Boundary Street Capital, a private credit firm with a focus on digital infrastructure, enterprise software, and technology services in the lower middle market.

Capital 98

Capital Legal Leveraging Finance 98

Private Equity Wire

DECEMBER 24, 2024

Nordic Capital has successfully closed its latest fund, Evolution II, at its 2bn hard cap, exceeding its initial target of 1.4bn. The re-up rate is reported to have exceeded 100% by capital, with strong commitments from both existing investors and new entrants.

Capital 98

Capital Pension Funds Funds Financial Institutions 98

Private Equity Wire

NOVEMBER 13, 2024

AshGrove Capital (AshGrove), an independent pan-European speciality lender, has held the final close of AshGrove Speciality Lending Fund II at its hard cap of €650m, surpassing its original target of €500m. Fund II achieved a 107% re-up rate among existing limited partners as well as securing over €325m in new capital commitments.

Capital 97

Capital Pension Funds Funds Legal 97

Private Equity Insights

APRIL 10, 2025

More than half of the funds capital is already deployed across 15 projects totalling 2.25 Sidley Austin advised on the fund formation, with legal counsel led by Partner Patrick Michel and Senior Managing Associate Ellen Murphy. GW of solar and battery storage capacity. GW of generation capacity. Can`t stop reading?

Pension Funds 162

Pension Funds Funds Legal Asset Management 162

Private Equity Insights

AUGUST 16, 2023

Private equity firm Bain Capital on Tuesday agreed to buy Fogo de Chão, in a deal people familiar with the matter said valued the Brazilian steakhouse chain at about $1.1bn, including debt. The deal marks a win for private equity firm Rhone Capital, which took Fogo de Chão private for $560m in 2018.

Private Equity Firms 246

Private Equity Firms Private Equity Firms Capital Initial Public Offering 246

Private Equity Wire

NOVEMBER 12, 2024

Godspeed Capital Management (Godspeed Capital), a lower middle-market Defence & Government services, solutions, and technology focused private equity firm, has held the final close of Godspeed Capital Fund III at its hard cap of $675m.

Capital 90

Capital Private Equity Firms Private Equity Firms Funds 90

Private Equity Wire

JANUARY 13, 2025

Growth equity firm Valspring Capital has closed its first fund, Valspring Capital Fund I, exceeding its $255m target, with plans to focus on investments in growth-stage companies in the healthcare sector. Valspring Capital was founded in 2022 by a team that previously worked at Bain Capital Ventures.

Capital 94

Capital Pension Funds Financial Institutions Funds 94

The Motley Fool

NOVEMBER 8, 2024

Main Street Capital (NYSE: MAIN) Q3 2024 Earnings Call Nov 08, 2024 , 10:00 a.m. ET Contents: Prepared Remarks Questions and Answers Call Participants Prepared Remarks: Operator Greetings, and welcome to the Main Street Capital third-quarter earnings conference call. Image source: The Motley Fool. You may begin.

Capital 130

Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

PE Hub

FEBRUARY 22, 2024

Legal advice was provided by Menon Associates and Greenberg Traurig. The post Capital Square Partners backs tech company Trianz appeared first on PE Hub.

Companies 210

Companies Capital Legal 210

Private Equity Wire

JANUARY 21, 2025

Stonepeak, an alternative investment firm specialising in infrastructure and real assets with around $72bn in assets under management, has completed the acquisition of specialist private credit investment manager Boundary Street Capital. Hogan Lovells served as legal counsel to Boundary Street.

Capital 89

Capital Legal Assets Investment Firms 89

Private Equity Wire

FEBRUARY 5, 2025

Nordic Capital has made four Partner promotions following a successful twelve months for the business which has seen eleven platform acquisitions and four successful exits as well as the closing of the firm’s second mid-market fund at its hard cap of 2bn. He joined in 2018.

Capital 85

Capital Legal Taxes Financial Services 85

The Motley Fool

DECEMBER 18, 2024

This was no small feat, particularly given the challenging capital market environment for cannabis investments. Early in fiscal '24, we fine-tuned these production processes after completing significant capital projects in fiscal '23. You know, capital markets are still tight. In Q1, we secured a strategic investment of $124.6

Leveraging 239

Leveraging Legal Depreciation Liabilities 239

Private Equity Wire

NOVEMBER 5, 2024

Shamrock Capital (Shamrock), an LA-based investment firm specialising in the media, entertainment, and communications sectors, has held the final closing of Shamrock Capital Growth Fund VI (Growth VI) and Shamrock Capital Clover Fund I (Clover I), with a combined $1.6bn in capital commitments.

Capital 93

Capital Pension Funds Funds Financial Institutions 93

Private Equity Insights

MARCH 26, 2025

The board also includes senior executives from within the group, such as Andrea Bonomi, Francesco Cignolo, Fabrizio Riccardi, Ileana Bolcato, Bruno Sollazzo, and legal advisor Paolo Montironi. Learn more about fundraising efforts in Italy and meet Generali at Italy’s Largest Private Equity Conference in Milan.

Funds 147

Funds Legal Capital Assets 147

Private Equity Insights

MARCH 27, 2025

It offers a robust regulatory framework, flexible fund structures, and strong access to global capital. Simplified impatriate rules and favourable capital gains treatment have drawn experienced investment professionals. The countrys cross-border infrastructure, legal sophistication, and deep institutional network support this growth.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Private Equity Managers Buyout 147

Private Equity Professional

APRIL 8, 2025

Trive Capital held a final and above-target close of its fifth flagship fund, Trive Capital Fund V LP , with total capital commitments of $2.7 billion in capital. Trive Capital was founded in 2012 by Managing Partner Conner Searcy and Partner Chris Zugaro and is headquartered in Dallas.

Funds 130

Funds Initial Public Offering Legal Capital 130

Private Equity Insights

FEBRUARY 4, 2025

Silver Oak Services Partners secured a strategic investment for Smile Partners USA through a new continuation fund, with backing from BlackRock Secondaries & Liquidity Solutions and Hollyport Capital. The continuation fund secured additional capital to drive future growth. BlackRock and Hollyport Capital were advised by Akin Gump.

Stakes 130

Stakes Legal Capital Capital Investments 130

Private Equity Insights

FEBRUARY 4, 2025

Alchemy Partners closed its latest fund, Alchemy Special Opportunities Fund V, securing 1bn in capital commitments and surpassing its initial fundraising target. The fund focuses on European mid-market corporate special situations and has already deployed approximately 20% of its capital across nine investments in four countries.

Pension Funds 130

Pension Funds Funds Financial Institutions Consultants 130

The Motley Fool

NOVEMBER 7, 2024

We're very pleased with Enact's operational strength's capital levels and consistent shareholder distributions. life insurance companies reported an estimated pre-tax loss of $18 million, driven by unfavorable mortality and higher new claims, as well as lower benefit from legal settlements. On a statutory accounting basis, the U.S.

Legal 130

Legal Debt Shareholders Taxes 130

Private Equity Insights

MARCH 6, 2025

Since its founding in 2013, Garnett Station has positioned itself as a key investment partner for multi-unit and consumer services businesses, providing capital and strategic expertise to drive expansion and operational efficiency. Can`t stop reading?

Business Services 147

Business Services Private Equity Firms Private Equity Firms Funds 147

Private Equity Wire

JANUARY 16, 2025

Braemont Capital, a relationship-driven investment firm, has invested in TEC Services, a premier provider of essential janitorial and sanitation services to the grocery and food distribution end markets. Duane Morris served as legal counsel to TEC. Kirkland & Ellis LLP served as legal counsel to Braemont.

Legal 98

Legal Investing Leveraging Investment Firms 98

Private Equity Wire

APRIL 10, 2025

Bain Capital has acquired a 9.9% As part of the deal, Lincoln and Bain Capital have agreed to enter into a 10-year, non-exclusive strategic investment management relationship, with Bain Capital becoming an investment manager across a variety of asset classes including private credit, structured assets, mortgage loans, and private equity.

Stakes 45

Stakes Capital Legal Leveraging 45

Private Equity Wire

APRIL 11, 2025

An investor group, led by Ethos Capital, British Columbia Investment Management, and White Mountains Insurance Group, is to acquire an ownership position in BroadStreet Partners, a North American insurance brokerage company. It partners with top independent insurance agencies, known as Core Agency Partners.

Capital 45

Capital Legal Stakes Investors 45

The Motley Fool

APRIL 11, 2025

If you're searching for a reliable income stream from your investment portfolio, Ares Capital (NASDAQ: ARCC) is one stock that should be on your radar. However, Ares Capital hasn't escaped the turbulence of the recent stock market fluctuations. With an enticing dividend yield of 9.5%, it's hard to ignore. Image source: Getty Images.

Capital 130

Capital Banks Debt Taxes 130