Private Equity Insights

MARCH 13, 2025

the company behind the iconic Dukes Mayonnaise, from Falfurrias Capital Partners. The deal, announced in January 2025, reflects Advents growing interest in the specialty food sector.

Companies 162

Companies Stakes Capital Funds 162

Private Equity Insights

JANUARY 14, 2025

Texas-based Sallyport Investments closed its first private equity fund at $160m, surpassing its original target. The fund focuses on investing in lower middle-market companies across North America. secondary PE fund Franklin Templeton has introduced its first open-end fund focused on secondary private equity.

High Net Worth Individuals 147

High Net Worth Individuals Funds Capital Business Services 147

The Motley Fool

DECEMBER 17, 2024

Bill Ackman likes to focus on just a few companies at a time. His hedge fund, Pershing Square Capital, invests in high-quality businesses with stocks that Ackman feels have become mispriced relative to their intrinsic value. billion portfolio is invested in just three companies. As a result, over 45% of Pershing Square's $13.4

Hedge Funds 245

Hedge Funds Portfolios Asset Management Funds 245

Private Equity Insights

APRIL 10, 2025

The vehicleExcelsior Renewable Energy Investment Fund IIwill continue the firms strategy of investing equity into utility-scale solar, energy storage, wind, and other clean energy infrastructure across the United States. More than half of the funds capital is already deployed across 15 projects totalling 2.25 GW of generation capacity.

Pension Funds 162

Pension Funds Funds Legal Asset Management 162

Private Equity Insights

JANUARY 14, 2025

Allianz Global Investors closed its Private Markets Credit Opportunities Fund at 1.5bn, exceeding its initial target. The fund aims to provide flexible credit solutions to mid-sized companies across Europe, focusing on direct lending and structured credit investments. The company, co-owned by.

New York Stock Exchange 130

New York Stock Exchange Funds Pension Funds Stock Exchanges 130

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. The fund aims to generate net returns of 8% to 10% on an unlevered basis, with levered investments expected to deliver around 13%. reaching its $999.9m

Funds 147

Funds Pension Funds Asset Management Finance 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 The new funds original target was $2.5 billion and follows the close of its fourth fund in April 2022 with $2.0 billion in capital. billion of capital commitments.

Funds 130

Funds Initial Public Offering Legal Capital 130

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. BlackRock had previously acquired a controlling stake in the business from private equity firm Kohlberg & Company in February 2023.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds Asset Management 147

Private Equity Insights

APRIL 9, 2025

The Paris-based firm had planned to begin fundraising for Ardian Buyout Fund VIII in early 2025 but will now approach investors later in the year. Ardians Buyout Fund VIII will follow the success of its 7.5bn Fund VII, which closed in 2021 and has now deployed approximately 80% of its capital.

Buyout 147

Buyout Funds Private Equity Managers Enterprise Values 147

Private Equity Insights

FEBRUARY 28, 2025

The fund is 33% larger than its predecessor, reflecting strong investor demand for energy transition investments. Brookfield Asset Management is targeting at least $7bn for its fourth infrastructure debt fund, expanding one of the largest strategies in the sector. Read more here. Read more here. Can`t stop reading?

High Net Worth Individuals 162

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 162

Private Equity Insights

APRIL 9, 2025

The oversubscribed fund attracted a diverse group of limited partners, including family offices, insurance companies, public pension plans, endowments, foundations, and high-net-worth individuals. to $40m in companies with enterprise values ranging from $25m to $500m.

Buyout 147

Buyout High Net Worth Individuals Private Equity Firms Private Equity Firms 147

The Motley Fool

MARCH 14, 2025

The company isn't profitable. A recent short-seller report questioned how the company handled the matter of keeping kids safe on its platform. While the company has been growing rapidly, its losses continue to pile up. billion in 2024, the company's net loss shrank by just 19% to $935 million.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Companies Investors Debt 130

Private Equity Insights

APRIL 16, 2025

The fund, Crescent European Specialty Lending Fund III (CESL III), attracted strong global demand and was oversubscribed, marking a major step up from the 1.8bn close of its predecessor in 2020. The fund has already committed 800m across 16 transactions and remains actively deploying capital.

Capital 147

Capital Pension Funds Funds Financial Institutions 147

Private Equity Insights

JANUARY 13, 2025

Series B funding round for Float Financial, a Canadian business finance platform. This new funding raises Float’s total capital secured over the past 12 months to $83m, including a $34.6m This funding round highlights the confidence of private equity investors in Float’s innovative approach to business finance.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Finance 130

Private Equity Professional

APRIL 16, 2025

GEM has held a final, above-target, and oversubscribed close of GEM IS Fund LP (Fund IS), the firms inaugural fund dedicated to independent sponsors, with $450 million of capital commitments. The new funds original target was $400 million. 2025 Private Equity Professional | April 16, 2025

Funds 100

Funds Legal Asset Management Assets 100

Private Equity Insights

MARCH 11, 2025

The oversubscribed fund attracted significant backing from both returning and new investors, highlighting strong demand for the middle-market private equity firms focused investment strategy. Pamlico targets equity investments between $50m and $200m in high-growth companies across North America. Can`t stop reading?

Capital 162

Capital Buyout Investors Private Equity Firms 162

Private Equity Insights

JANUARY 16, 2025

Sagard, a global alternative asset manager, launched its first private equity fund designed for Canadian accredited investors. The fund will invest in a diversified portfolio of growth-focused businesses across sectors with high potential.

High Net Worth Individuals 147

High Net Worth Individuals Accredited Investors Investors Funds 147

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

FEBRUARY 27, 2025

The fund is 33% larger than its predecessor, reflecting strong investor demand for energy transition investments. The fund has invested in companies such as Energy Exemplar, a software platform improving grid reliability, and Sediver, a global leader in toughened glass insulators for electric grids.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds Professional Services 147

Private Equity Insights

APRIL 2, 2025

According to sources, the two previous funds in the series each achieved a net internal rate of return of approximately 30%. The firms current investments include Australian Alternative Asset Partners, US-based City Brewing Company, and global healthcare business GenesisCare. The strategy is overseen by Matt Wilson and Jordon Kruse.

Funds 147

Funds Debt Assets Capital 147

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

MARCH 26, 2025

Based in Milans Generali Tower, the newly formed firm will manage closed-end alternative investment funds, including delegated mandates for Italian and foreign SICAFs and OICRs. A secondary office is located in Trieste. The vehicle is capitalised with 1m, fully subscribed by Lion River. Can`t stop reading?

Funds 147

Funds Legal Capital Assets 147

Private Equity Insights

APRIL 8, 2025

Momentum is building, in part, thanks to Swisscantos latest launch: the Private Equity Switzerland Growth II L-QIF fund. It will invest in unlisted Swiss companies across healthcare, industrials, and data services. A Swisscanto spokesperson confirmed that several pension funds have already committed. Yet, hurdles remain.

Pension Funds 147

Pension Funds Private Equity Managers Consulting Consultants 147

Private Equity Insights

FEBRUARY 28, 2025

The fund aims to raise between $300m and $500m over the next three to five years, investing in corporate bonds linked to biodiversity impact. The fund aims to raise between $300m and $500m over the next three to five years, investing in corporate bonds linked to biodiversity impact.

Funds 147

Funds Investing Asset Management Finance 147

Private Equity Insights

APRIL 8, 2025

The new fund, managed by London-headquartered private equity firm MidEuropa, aims to invest in mid-cap companies throughout the region, with a long-term capital growth strategy. The proposed investment would represent a significant portion of the funds total projected cost of 800m. Can`t stop reading?

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds Banks 147

The Motley Fool

MARCH 19, 2025

The Vanguard S&P 500 ETF (NYSEMKT: VOO) is one of the largest and most popular exchange-traded funds (ETFs) on the stock market. This Vanguard ETF may be the only investment you'll ever need if you haven't bought your first stock or fund yet. What makes the Vanguard Developed Markets fund tick? First things first.

Funds 130

Funds Exchange-Traded Funds Returns Assets 130

Private Equity Insights

MARCH 11, 2025

The firm secured $22bn in new commitments, with evergreen funds accounting for $8.4bn, or 39% of total inflows. The firm launched seven new evergreen strategies, bringing its total in this segment to 20 funds. These vehicles now represent 32% of its total AUM. The firms financial performance also outpaced expectations.

Funds 147

Funds Performance Fees Capital Assets 147

Private Equity Insights

JANUARY 9, 2025

True Religion announced on Tuesday that private equity firm Acon Investments has acquired a majority stake in the company. The US-based clothing company will maintain its independence following the acquisition. has raised $265m in a funding round led by Greycroft. has raised $265m in a funding round led by Greycroft.

Private Equity Firms 264

Private Equity Firms Private Equity Firms Investing Depreciation 264

Private Equity Insights

FEBRUARY 14, 2025

NIIF CEO Sanjiv Aggarwal outlined the fund’s strategy at a venture capital event in Mumbai, stating that it will focus on performing credit to capitalise on the increasing investor demand for high-yield debt. NIIF currently manages four funds, including its largest, the Master Fund, which is dedicated to infrastructure investments.

High Net Worth Individuals 130

High Net Worth Individuals Funds Stakes Venture Capital 130

The Motley Fool

FEBRUARY 27, 2025

companies in the utilities sector. The index fund is most heavily weighted toward electric utilities (61%) and multi-utility companies (25%), but also provides exposure to independent power producers (6%), gas utilities (5%), and water utilities (3%). Southern Company: 7.1% Constellation Energy: 7.1% Duke Energy: 6.6%

Funds 147

Funds Investing Legal Shareholders 147

The Motley Fool

APRIL 11, 2025

Just buy an entire basket of them, in the form of an exchange-traded fund, or ETF. All three of these exchange-traded funds move together, and more or less by the same amount day by day. And the iShares S&P 500 Growth ETF is different from most other comparable exchange-traded funds in one small but important way.

Exchange-Traded Funds 236

Exchange-Traded Funds Investing Stakes Funds 236

The Motley Fool

JANUARY 16, 2025

Low-cost exchange-traded funds (ETFs) offer a simpler path to diversification and staying invested for the long term. The Vanguard family of funds, in particular, stands out for its industry-leading low expense ratios. The fund's low 2.2% Looking at longer-term results, the fund has generated a 12.5% VTI data by YCharts.

Portfolios 246

Portfolios Exchange-Traded Funds Management Fees Stock Market 246

Private Equity Insights

JANUARY 15, 2025

Ogunlesi will help the company secure the infrastructure needed to advance artificial intelligence development. The company warned that $175bn in global AI investment funds could flow to China-backed projects without action. OpenAI has added Adebayo Ogunlesi, CEO of Global Infrastructure Partners, to its board.

Private Equity Firms 246

Private Equity Firms Private Equity Firms Startups Venture Capital 246

The Motley Fool

NOVEMBER 11, 2024

During the June-ended quarter, Citadel's hedge fund made a number of eye-opening moves in Wall Street's hottest artificial intelligence (AI) stocks. No company at scale comes close to offering what Palantir can , which provides a degree of safety to its cash flow. It's why the analysts at PwC expect AI to add $15.7

Hedge Funds 246

Hedge Funds Stakes Asset Management Assets 246

The Motley Fool

JANUARY 27, 2025

2 is building up a healthy emergency fund in a savings account -- and not just any savings account. If you don't yet have an emergency fund, then open a high-yield savings account and set up automatic deposits. And if you already have an emergency fund, well done! But make sure you're earning a competitive APY.

Exchange-Traded Funds 230

Exchange-Traded Funds Debt Accounting Banks 230

The Motley Fool

DECEMBER 6, 2024

Election Day, monthly economic data reports, and earnings season -- the six-week period each quarter where a majority of S&P 500 companies announce their operating results -- make it easy for a meaningful announcement to go unnoticed. According to the company, sales in fiscal 2024 (ended June 30) surged 110% to just shy of $15 billion.

Stakes 245

Stakes Asset Management Bidding Assets 245

The Motley Fool

MARCH 26, 2025

He -- or fellow investment managers Ted Weschler and Todd Combs -- sold the company's entire stake in the Vanguard S&P 500 ETF (NYSEMKT: VOO). In fact, Berkshire sold the only two index funds in its portfolio, both of which tracked the S&P 500 (SNPINDEX: ^GSPC). So why did Buffett sell Berkshire's S&P 500 index funds?

Funds 246

Funds Conglomerates Shareholders Stakes 246