Private Equity Wire

APRIL 30, 2024

Bryan, Garnier & Co, an investment bank for European growth companies, has launched a new team dedicated to direct secondaries within its private capital markets group. Bryan Garnier has also provided direct secondary European deal flow to institutional investors including Tiger Global, Permira, Hambro Perks and Revaia.

Deal Flow 75

Deal Flow Investment Banks Investment Banking Banks 75

Axial

AUGUST 31, 2023

Today, we’ve aggregated 10 recently published industry reports in top deal flow industries from three of our Investment Banking Partners – Bridgepoint Investment Banking , FOCUS Investment Banking , and Peakstone Group. Enjoy the reports! Selling a business in the next year?

Deal Flow 52

Deal Flow Investment Banks Investment Banking Banks 52

The Motley Fool

MAY 3, 2024

Importantly and atypically, over half of our Q1 debt brokerage deal flow was on non-multifamily assets in retail, hospitality, industrial, and office. If banks simply extend loans because they are performing and the bank is making SOFR plus 300, for example, there will be no 2024 refinancing of that loan.

Debt 130

Debt Banks Assets Capital 130

Axial

SEPTEMBER 26, 2024

In this episode, Peter Lehrman sits down with Michael Arrieta, founder of Garden City, to discuss his unique journey from a successful career in tech with companies like DocuSign to founding a people-first holding company focused on service-based businesses. Insights into the process of deal flow management and strategic acquisition.

Deal Flow 52

Deal Flow Shareholders Investment Banks Investment Banking 52

Axial

SEPTEMBER 26, 2024

Brett Lacher , Latticework Capital There is tons of consolidation of fragmented markets such as in therapy services like ABA, but also have seen success with companies that provide technology services to healthcare facilities to upgrade their tech stack and make healthcare more efficient.

Deal Flow 52

Deal Flow Capital Finance Financing 52

The Motley Fool

APRIL 12, 2024

It will all help us run the company more efficiently, will enhance our clients' experience, and improve our agility and ability to execute. The rebound in Banking gained speed during the quarter, led by near-record levels of investment-grade debt issuance as improved market conditions enables issuers to pull forward activity.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banking 130

The Motley Fool

JANUARY 12, 2024

Investment banking revenue of 1.6 Gross investment banking and markets revenue of 924 million was up 32% year on year, primarily reflecting increased capital markets and M&A activity. So, the hope and expectation of continued rebound in the investment banking wallet and our share of that is part of that.

Banks 130

Banks Capital Assets Investment Banking 130

Axial

JUNE 6, 2023

They are seen as nimble operators who can navigate complex transactions and create value in companies that might be overlooked by larger players. More institutional partners are willing to help support Independent Sponsor deals,” says Al Bhakta, Principal at CMG Companies.

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Finance 52

The Motley Fool

FEBRUARY 15, 2024

We also expanded Zelman's investment banking capabilities into the commercial market in 2023. And in the fourth quarter, the investment banking team closed three transactions, albeit all in the single-family sector, that boosted revenues and expanded the W&D brand significantly.

Debt 100

Debt Finance Financing Banks 100

Trivest Partners

NOVEMBER 1, 2022

Seneca Partners was formed in 1999 as a merchant bank, doing both investment banking and investing into privately held companies. In 2003, we formed Seneca Health Partners, a small, committed healthcare fund focused on growth stage investing. What is your investment thesis or value proposition?

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 40

Trivest Partners

JULY 11, 2023

July SPOTLIGHT David Acharya Managing Partner FIRM OVERVIEW Acharya Capital Partners is a NYC-based private equity firm that buys, builds, and enhances lower middle-market companies across tech/media/telecom, light manufacturing, and marketing services. We invest where we have experience! Any notable differentiators for the firm?

Capital 40

Capital Private Equity Firms Private Equity Firms Buyout 40

The Motley Fool

NOVEMBER 21, 2024

On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,369 !*

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Professional Services Finance 130

The Big Picture

OCTOBER 31, 2023

Wellington’s a fascinating company. Just really a fascinating history from, from a private company to a public company back to a, a partnership. And so we’ve grown from a very small company with 29 partners back in 1979 to, as you noted, over a trillion dollars of assets and it become very diversified.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Big Picture

JULY 2, 2024

And after we got into Y Combinator, basically the very first day, the general counsel who kind of keeps a watch over all the legal tech companies pulls us aside and is like, I don’t think your business idea is very good. A big perpetual insurance company versus lawyers come and go. Eva Shang : Exactly.

Legal 59

Legal Hedge Funds Finance Financing 59

The Big Picture

JUNE 13, 2023

So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs. I joined, effectively, Deutsche Bank. We decided to try to have a go on our own. We were 28, 30 respectively.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

SEPTEMBER 26, 2023

I mean, if you’re buying debt in, in, you name it company at 20 cents to 60 cents, and they’re owned by, you know, marquee private equity firms, what’s gonna happen with that? And we, we feel that a lot of phone calls, I think the most nervous we became was when the banks started failing.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Big Picture

APRIL 4, 2023

What most people don’t realize is that that deal had been hanging around as a potential transaction for a long time, and a lot of firms had looked at it, and it had conversations with the company. companies, and had lots of very talented folks that we work with. A lot of these companies were becoming very large.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Banks Finance 59

The Motley Fool

FEBRUARY 13, 2025

On rare occasions, our expert team of analysts issues a Double Down stock recommendation for companies that they think are about to pop. If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,908 !*

Assets 130

Assets Asset Management Finance Financing 130

The Motley Fool

AUGUST 3, 2023

We raised Alliant's 117th low-income tax credit fund during Q2, and we broadened our investment banking capabilities from predominantly single-family by hiring a new managing director focused on the commercial real estate market. As shown on Slide 7, a year ago, our team had its second-best quarter by volume in our company's history.

Asset Management 100

Asset Management Finance Financing Debt 100

The Motley Fool

AUGUST 8, 2024

Our investment sales market presence and team is extremely strong. And as property sales volumes pick up, it will benefit investment sales, debt placement, valuation services, investment banking, and our affordable housing business. Total Q2 transaction volume of $8.4 Thank you for your time this morning.

Assets 130

Assets Finance Financing Debt 130

The Big Picture

NOVEMBER 4, 2024

Annie Lamont : So, when I joined Oak, which was really just a couple of years out of, out of Stanford, we were founding Genzyme the year that I joined one of the, also very first biotech companies. So what else were they investing in at the same time? What’s the relationship between the two companies? I remember that one.

Banks 52

Banks Startups Boutique Investment Banks Companies 52

The Big Picture

JANUARY 7, 2025

I was working directly with the CEO and president of both companies, but I realized that the biotech vertical was not my playing field for the long term, hence the NBA at Harvard to find another career path and, and that led me into asset management. I now, I’m chairperson of the board of a publicly listed company called SFC Energy.

Capital 52

Capital Hedge Funds Buyout Funds 52

The Motley Fool

NOVEMBER 16, 2024

Companies have been thinking twice about acquisition pipelines Before I became a writer at The Motley Fool, I spent a decade working on M&A deals at investment banks and start-ups. In these circumstances, a company will turn to a bank or group of banks that lend the business capital to fund the deal.

Mergers and Acquisitions 130

Mergers and Acquisitions Companies Deal Flow Banks 130