Private Equity Insights

APRIL 3, 2025

Since Suma Capitals original investment in 2020, the company has tripled its EBITDA and expanded its footprint across the value chain. The continuation fund structure allows Suma to extend its ownership while unlocking liquidity and institutional capital. Impact investor Blue Earth Capital is also participating in the fund.

Capital 147

Capital Funds Stakes Assets 147

Private Equity Insights

APRIL 9, 2025

HIG Capital, which manages $68bn in capital, continues to expand its healthcare investment portfolio with a focus on scalable, tech-enabled service providers. Source: HIG Capital 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 Buyout Bidding Financial Services 147

Private Equity Professional

MARCH 27, 2025

HCI Equity Partners has closed the sale of MSI Express , a national contract manufacturing and packaging firm for the food and beverage industry, to Nonantum Capital Partners. Boston-based Nonantum was founded in 2018 as a spin-off from Charlesbank Capital Partners. million square feet through three add-on acquisitions.

Capital 130

Capital Business Services Funds Portfolios 130

Private Equity Insights

APRIL 17, 2025

The vehicle has attracted institutional capital from Barings, which acted as the lead investor in the senior debt tranches, while Coller and Ares Management have retained the first-loss equity positions. Coller currently manages over $40bn across private equity, credit, and broader private markets.

Capital 147

Capital Pension Funds Asset Management Financing 147

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.

Capital 246

Capital Banks Debt Taxes 246

Private Equity Insights

FEBRUARY 28, 2025

Recent moves in its consumer portfolio include an investment in Roland Foods and the sale of Nonnis Bakery to a Ferrero-related holding company. CEO Dan OConnell emphasized Vestars history of partnering with founder-led businesses and expressed confidence in Flowers Foods as the right strategic home for the brand.

Capital 147

Capital Private Equity Firms Private Equity Firms Enterprise Values 147

Private Equity Insights

FEBRUARY 14, 2025

Bain Capitals investment aims to further strengthen Apleonas market position and expand its footprint across Europe. With Apleonas established reputation and growing service portfolio, the investment is poised to generate significant long-term value under Bains ownership.

Capital 130

Capital Private Equity Firms Private Equity Firms Conglomerates 130

Private Equity Insights

JANUARY 16, 2025

Palm Peak Capital, a private equity firm launched in 2024 by former Sun Capital Partners executives, has acquired California-based Pacific Shoring Products. Palm Peak Capital identified significant growth in the North American trench shoring market, driven by infrastructure development, maintenance projects, and safety regulations.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Investing 130

Private Equity Insights

FEBRUARY 28, 2025

The deal adds 645 rooms to the private equity real estate firm’s growing hospitality portfolio, reinforcing its presence in key European markets.

Portfolios 147

Portfolios Private Equity Firms Private Equity Firms Asset Management 147

Private Equity Professional

MARCH 6, 2025

Felbro Food Products , a food and beverage manufacturer, has been recapitalized by Felbro Culinary Specialties , a newly formed portfolio company of Clover Capital Partners and Evanston Partners. Through its venture capital affiliate, Clover Vitality , the firm also invests in high-growth startup food and beverage companies.

Capital 130

Capital Startups Venture Capital Prospects 130

The Motley Fool

DECEMBER 23, 2024

This may be Wall Street's safest 11%-plus-yielding stock for 2025 Though there are well over 100 publicly traded companies currently yielding north of 10% on an annual basis, the one that could allow income seekers to sleep easy at night is little-known business development company (BDC) PennantPark Floating Rate Capital (NYSE: PFLT).

Companies 246

Companies Debt Exchange-Traded Funds Financial Institutions 246

Private Equity Insights

MARCH 26, 2025

Family Dollar has underperformed within Dollar Trees broader portfolio, prompting the retailer to evaluate alternatives since mid-2023. The reported sale follows Dollar Trees strategic review of the business, which it originally acquired for $9bn in 2015.

Capital 241

Capital Funds Portfolios Companies 241

The Motley Fool

MARCH 26, 2025

Strip malls are the core of the portfolio, with roughly 80% of the company's properties having a grocery store in them. That said, redevelopment and capital investment are themes throughout the portfolio. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now.

Portfolios 245

Portfolios Assets Shareholders Capital Investments 245

Private Equity Insights

APRIL 4, 2025

US-based Centerview Capital, founded by former Gillette CEO Jim Kilts, is joining as a minority partner in the transaction. Brynwood Partners, based in Greenwich, Connecticut, currently manages more than $1bn in committed capital. Citi served as sole financial advisor to the buyer group and led the financing.

Private Equity Firms 243

Private Equity Firms Private Equity Firms Conglomerates Debt 243

Private Equity Insights

MARCH 12, 2025

HOOPPs public equities portfolio delivered a 17.9% Government bonds remain a key component of HOOPPs portfolio, with total holdings exceeding $40bn at year-end. Read more Maven Capital fuels Digital Rewards Groups global growth with major investment Read More HOOPP reports 9.7% Can`t stop reading?

Returns 273

Returns Pension Funds Liabilities Assets 273

The Motley Fool

DECEMBER 11, 2024

Billionaire Warren Buffett has always had a thing for companies that return capital to their shareholders. Buffett's company Berkshire Hathaway owns several high-yielding stocks in its portfolio. Berkshire and a private equity company called 3G Capital bought Heinz. of Berkshire's massive $300 billion-plus equities portfolio.

Exchange-Traded Funds 237

Exchange-Traded Funds Debt Shareholders Capital 237

The Motley Fool

MARCH 14, 2025

Even if there's a pullback in capital expenditures from hyperscalers, it's not very likely a company like Nvidia will pause innovation. Rather, it would make more sense to continue pushing the bounds of technology advancement so that when the next cyclical growth period occurs, ASML is ready to capitalize.

Companies 306

Companies Capital Returns Investors 306

The Motley Fool

MARCH 19, 2025

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Let me start by discussing how our deep and robust content portfolio is powering growth. Consider when Nvidia made this list on April 15, 2005.

Leveraging 245

Leveraging Liabilities Assets Shareholders 245

The Motley Fool

JANUARY 28, 2025

Here are three reasons Medtronic stock may make a great addition to your portfolio right now. What's particularly exciting in 2025 is Medtronic's embrace of artificial intelligence (AI) capabilities across its portfolio. With the stock still trading at 26% below its 2021 peak, there's a sense that the current rally is just beginning.

Leveraging 246

Leveraging Portfolios Returns Capital 246

The Motley Fool

APRIL 1, 2025

It owns a diversified portfolio of properties secured by long-term net leases with many of the world's leading companies. With trillions of dollars in real estate suitable for net leases, Realty Income has lots of room to continue growing its portfolio and dividend payment. The REIT's ultra-high-yielding dividend (5.6%

Taxes 235

Taxes Banks Portfolios Capital 235

The Motley Fool

JANUARY 12, 2025

Because it focuses exclusively on making chips, not designing them, the company has been able to spend decades investing all its available capital in building the most sophisticated manufacturing processes to serve customers. TSMC expects 2024 revenue to be up nearly 30% in U.S. Consider when Nvidia made this list on April 15, 2005.

Leveraging 246

Leveraging Prospects Capital Returns 246

The Motley Fool

JANUARY 6, 2025

See the 10 stocks Within this portfolio, none has gained more attention than SoundHound. million shares at a price of $21 each, essentially raising $700 million from the likes of Nvidia and venture capital (VC) firm Accel. I think Nebius' current roadmap is compelling enough for AI investors to consider a position in their portfolio.

Conglomerates 246

Conglomerates Venture Capital Education Stakes 246

Private Equity Professional

APRIL 16, 2025

Soundcore Capital Partners has closed the sale of InfraStripe , a regional roadway safety contractor, to Frontline Road Safety , the largest provider of pavement marking services in the United States and a portfolio company of Bain Capital , which acquired the business just last month from The Sterling Group.

Venture Capital 130

Venture Capital Capital Assets Business Services 130

The Motley Fool

MARCH 6, 2025

Berkshire runs a roughly $297 billion equities portfolio and is always looking to deploy cash into well-run companies. Learn More Here are two Buffett stocks to buy hand over fist in March that have stood the test of time in Berkshire's portfolio. Where to invest $1,000 right now? American Express isn't your typical bank.

Stakes 246

Stakes Banks Conglomerates Portfolios 246

Private Equity Insights

APRIL 11, 2025

Endeavors wider portfolio may also be included in the deal, such as the Frieze Art Fair and other events in Chengdu and Hong Kong. CVC had previously been preparing a $1bn bid for the same portfolio. The transaction, which is yet to be finalised, forms part of a wider asset divestment strategy by Endeavor Group Holdings.

Bidding 147

Bidding Stakes Assets Capital 147

Private Equity Insights

JANUARY 22, 2025

Other commitments included 200m ($205.8m) to Bridgepoint Development Capital V, focusing on Northern Europe, and 50m to Bridgepoints Marble Arch Albany V Co-Investment fund. In its real assets portfolio, NYSCRF earmarked $250m for Oaktree Capital Managements Power Opportunities Fund VII. It allocated $43.6m

Pension Funds 162

Pension Funds Private Equity Firms Private Equity Firms Assets 162

Private Equity Insights

FEBRUARY 7, 2025

GSAM has committed $150m of its own capital to the fund, which will primarily target senior lending opportunities but retain the flexibility to provide junior debt when needed. AESIF offers a diversified portfolio of directly originated, senior secured floating-rate loans to businesses across Western Europe.

Funds 147

Funds Pension Funds Asset Management Finance 147

The Motley Fool

NOVEMBER 30, 2024

Cliff Asness of AQR Capital Management sold 99,140 shares of Palantir, cutting his position by 16%. Nvidia is now the largest position in AQR's portfolio. Nvidia is the second largest position in Citadel's portfolio, excluding options contracts and index funds. Ken Griffin of Citadel sold 5.1

Stakes 245

Stakes Shareholders Prospects Portfolios 245

Private Equity Insights

JANUARY 9, 2025

A consortium of private credit funds, including Antares Capital, Blue Owl Capital, KKR, and Goldman Sachs Asset Management, has agreed to take control of Alacrity. The acquisition was part of a $4.3bn long-term private capital strategy. has raised $265m in a funding round led by Greycroft.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds Asset Management 147

Private Equity Insights

APRIL 10, 2025

More than half of the funds capital is already deployed across 15 projects totalling 2.25 Fund II also seeded Lydian Energy, a new Excelsior portfolio company focused on developing and constructing utility-scale solar and storage platforms across North America. GW of solar and battery storage capacity. Can`t stop reading?

Pension Funds 162

Pension Funds Funds Legal Asset Management 162

Private Equity Insights

APRIL 9, 2025

The programme will target portfolios of senior secured, floating-rate, sponsor-backed assets across both LP-led and GP-led transactions. Pantheon Senior Debt III comprises a series of vehicles including closed-end co-mingled funds, evergreen and rated insurance solutions, and separately managed accounts. Can`t stop reading?

Stakes 147

Stakes Assets Debt Capital 147

The Motley Fool

JANUARY 20, 2025

As a result, most pay out very generous distributions, which are similar to dividends, but much of the payout is considered a return of capital. times last quarter based on its distributable cash flow (operating cash flow minus capital expenditures for maintenance ). After reducing its growth capital expenditures (capex) to $1.6

Taxes 246

Taxes Enterprise Values Leveraging Amortization 246

The Motley Fool

OCTOBER 31, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. This morning, I will highlight how we continue to become a higher growth, more capital-efficient company. Turning to Slide 3.

Liabilities 130

Liabilities Assets Capital Shareholders 130

Private Equity Insights

JANUARY 16, 2025

Private equity firms are increasingly using continuation funds to extend ownership of portfolio companies. These funds, which saw rapid growth between 2019 and 2021, provide fresh capital to high-potential assets, ensuring continued value creation. Continuation funds are particularly valuable in slower dealmaking environments.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Mergers and Acquisitions Funds 130

Private Equity Insights

JANUARY 14, 2025

The capital was raised from a global pool of investors, including insurance companies, pension funds, and family offices. AllianzGI plans to deploy the capital strategically to deliver attractive, risk-adjusted returns while supporting businesses in navigating complex financial environments.

New York Stock Exchange 130

New York Stock Exchange Funds Pension Funds Stock Exchanges 130

The Motley Fool

APRIL 7, 2025

On top of this, Alphabet returns a ton of capital to shareholders in the form of buybacks and dividends. Combined, Alphabet, Airbnb, and TSMC are three fantastic long-term holds for your portfolio and can turn $200,000 into $1 million in 10 years. Its dividend currently yields 0.5%, with shares outstanding down 10.8%

Initial Public Offering 331

Initial Public Offering Investing Shareholders Returns 331

The Motley Fool

DECEMBER 23, 2024

But if you want to add a high-potential stock to your portfolio in 2025, keep reading. Sign Up For Free Think Brookfield might be a fit for your portfolio? Like Berkshire, it owns a portfolio of insurance companies that provide it with "float." Where exactly is Brookfield investing all of this combined capital?

Asset Management 130

Asset Management Conglomerates Assets Management Fees 130