Private Equity Insights

FEBRUARY 14, 2025

Additionally, India’s expanding base of high-net-worth individuals is looking to diversify portfolios beyond traditional equities and fixed income. Prime Minister Narendra Modis infrastructure push has driven a surge in middle-market financing needs across sectors such as solar energy and road construction.

High Net Worth Individuals 130

High Net Worth Individuals Funds Stakes Venture Capital 130

Private Equity Professional

OCTOBER 29, 2024

Limited partners in Fund I include a range of public pension plans, foundations, insurance companies, funds of funds, and high-net-worth individuals. Cyber Command , the FBI , and other government agencies and Fortune 2000 companies. SimSpace’s clients include Bank of America , U.S.

High Net Worth Individuals 100

High Net Worth Individuals Funds Legal Debt 100

Private Equity Insights

JANUARY 30, 2025

The Texas-based firm, known for investing in lower middle-market companies, raised more than twice the amount of its $300m predecessor fund. Blue Sage Capital closed its fourth private equity fund, Blue Sage Capital IV, at $618m, exceeding its $400m target and $550m hard cap.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Wire

JANUARY 16, 2025

The LP base includes major pension funds, insurance companies, sovereign wealth funds, financial institutions, and high-net worth individuals. million real time data points on more than 10,000 underlying companies.

High Net Worth Individuals 90

High Net Worth Individuals Pension Funds Financial Institutions Stakes 90

The Motley Fool

NOVEMBER 12, 2023

According to a recent wealth report from the real estate consultancy company Knight Frank , 32% of high-net-worth individuals' (worth $1 million or more) wealth is allocated to their primary and secondary homes.

High Net Worth Individuals 245

High Net Worth Individuals Investing Consultants Consulting 245

Sara Grillo

JUNE 7, 2024

“I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. Or if you want more… I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. How do I meet them?”

High Net Worth Individuals 52

High Net Worth Individuals Consultants Consulting Legal 52

The Motley Fool

AUGUST 28, 2023

Inflation has come down substantially, and many companies have found ways to get out of the economic doldrums and find avenues for growth. The move higher in 3M stock came after reports from various news sources saying that the company was close to settling a long-running dispute with the U.S. According to the U.S.

High Net Worth Individuals 246

High Net Worth Individuals Legal Conglomerates Assets 246

Private Equity Wire

FEBRUARY 13, 2025

Additionally, a growing class of high-net-worth individuals is seeking to diversify their portfolios beyond traditional equity and fixed income investments. An EY report from last year highlighted that private credit investments in India totalled $9.2bn across 163 deals.

High Net Worth Individuals 69

High Net Worth Individuals Venture Capital Stakes Debt 69

The Motley Fool

AUGUST 28, 2023

The company is in an excellent position to continue producing strong returns in the years to come. That earnings growth should support Brookfield's ability to increase its already high-yielding dividend by 5% to 9% per year. That has rapidly grown the company's fee-based income and performance revenues.

Initial Public Offering 246

Initial Public Offering High Net Worth Individuals Assets Asset Management 246

The Motley Fool

JUNE 20, 2024

They're often fund managers who are paid by high-net-worth individuals to get results, and these days, they're buying Nike rival Lululemon Athletica (NASDAQ: LULU). They love its patented fabrics, casual styles, and commitment to creating high-quality and well-designed products that fit their lifestyle.

High Net Worth Individuals 227

High Net Worth Individuals Accounting Investors Returns 227

The Motley Fool

MARCH 26, 2024

Cathie Wood is the chief executive and chief investment officer at Ark Invest, an asset management company focused on disruptive technologies like blockchain and cryptocurrency. High-net-worth individuals: Ark believes Bitcoin will account for 1% (bear) to 5% (bull) of assets held by high-net-worth individuals (HNWIs) by 2030.

High Net Worth Individuals 189

High Net Worth Individuals Exchange-Traded Funds Investing Hedge Funds 189

The Motley Fool

FEBRUARY 19, 2024

But even within a family office, a billionaire can direct financial experts to purchase specific company shares. A prime brokerage A prime brokerage is a group of services offered to ultra-high-net-worth individuals (UHNWI) or hedge funds.

Hedge Funds 239

Hedge Funds High Net Worth Individuals Mutual Funds Mergers and Acquisitions 239

The Motley Fool

OCTOBER 3, 2024

Some are a little fanciful -- for example, Ark thinks high-net-worth individuals will buy Bitcoin because it's a seizure-resistant asset, but regulators have successfully confiscated significant amounts of the cryptocurrency in recent years, so that doesn't hold much water in my opinion. economy by gross domestic product.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Exchange-Traded Funds Assets 246

The Motley Fool

APRIL 30, 2024

Private equity Have you ever read about a company that makes an interesting or compelling product only to learn that you can't invest because it's still private? Generally speaking, investing in private companies is off limits to most investors. More specifically, certain coins or even watches are rare and can be worth a lot of money.

Accredited Investors 240

Accredited Investors Private Equity Firms Private Equity Firms High Net Worth Individuals 240

The Motley Fool

DECEMBER 14, 2023

Cathie Wood is the founder and chief executive officer of Ark Invest, an asset management company focused on disruptive technologies like blockchain and cryptocurrency. HNWI assets : Financial assets owned by high-net-worth individuals (HNWI), a term usually applied to people with at least $1 million in investments.

High Net Worth Individuals 246

High Net Worth Individuals Hedge Funds Investing Assets 246

Private Equity Professional

OCTOBER 24, 2023

Fund VI’s limited partners include family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners. The successful fundraise… This content is for members only.

High Net Worth Individuals 130

High Net Worth Individuals Funds Consultants Consulting 130

Private Equity Professional

DECEMBER 12, 2023

FGP was backed by both new and existing limited partners including pension plans, asset managers, insurance companies, endowments, foundations, family offices, and high net worth individuals. The general partner of… This content is for members only. Visit the site and log in/register to read.

High Net Worth Individuals 130

High Net Worth Individuals Funds Asset Management Assets 130

The Motley Fool

JULY 17, 2023

In September 2020, semiconductor company Nvidia (NASDAQ: NVDA) reached an agreement to acquire a rival chip maker called Arm Limited from SoftBank. As a result of this bullish outlook, Nvidia stock has rocketed to new highs. After a period of time, once the company has reached some scale, the investors seek out a liquidity event.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Due Diligence Initial Public Offering 246

The Motley Fool

MARCH 29, 2024

Ark's catalysts for a higher Bitcoin price Ark highlights eight potential sources of demand for Bitcoin that could send its price soaring by 2030: Corporate treasury: Ark believes companies will eventually hold between 0% (bear case) and 5% (bull case) of their cash reserves in Bitcoin. bank settlement volume. To me, that seems unlikely.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Exchange-Traded Funds Financial Institutions 246

Private Equity Insights

JUNE 7, 2024

ADC’s latest fund closed at more than three times its predecessor, American Discovery Fund I, which closed in 2019 and invested $60m across six portfolio companies and 17 add-on acquisitions. According to a press statement, ADF II will continue to target companies in the business services and software sectors.

High Net Worth Individuals 130

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

Private Equity Professional

JULY 24, 2024

The Agellus Duo: Jeff Aiello and Beau Thomas Limited partners in Fund I include endowments and foundations, financial institutions, insurance companies, family offices, sovereign wealth funds, and high net worth individuals including several founders and business executives. “We

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Financial Institutions 130

This is going to be BIG.

MARCH 18, 2019

They’re building campuses, districts, buildings, spaces, as well as running new educational efforts and contests—basically anything they can think of to foster the growth of new and innovative companies. This isn’t the kind of thing your average high net worth individual who occasionally does a deal would know about.

Startups 135

Startups High Net Worth Individuals Deal Flow Education 135

Private Equity Insights

JULY 14, 2023

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

High Net Worth Individuals 130

High Net Worth Individuals Funds Buyout Legal 130

Private Equity Insights

NOVEMBER 10, 2023

PSG Equity (PSG), a growth equity firm partnering with software and technology-enabled services companies in Europe, North America and Israel to help accelerate their growth, has held the final close of PSG Europe II (PSGE II), the firm’s second Europe-focused fund, with more than €2.6

High Net Worth Individuals 130

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

The Motley Fool

AUGUST 6, 2024

Investment banks Investment banks, on the other hand, offer very few of these services and focus primarily on acting as advisors in an array of capacities to large corporations and high-net-worth individuals.

Banks 130

Banks High Net Worth Individuals Mergers and Acquisitions Initial Public Offering 130

Private Equity Professional

MAY 3, 2024

Limited partners in Fund VIII include financial institutions, foundations, state pension plans, insurance companies, as well as family offices and high net worth individuals. Goldner Hawn has held an above target close of its eighth investment fund with $364 million in capital commitments.

High Net Worth Individuals 100

High Net Worth Individuals Financial Institutions Funds Capital 100

Private Equity Insights

JANUARY 12, 2024

Azalea Investment Management (Azalea) has held the first closings of the Altrium Co-Invest Fund I (ACF I) and Altrium Growth Fund I (AGF I) with a combined $356m in capital commitments from institutions, family offices and high-net-worth individuals. Source: Private Equity Wire Can’t stop reading?

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Venture Capital 130

Private Equity Insights

JULY 12, 2023

The Fund will continue May River Capital’s focus on investing in high quality, lower middle-market industrial businesses with excellent management teams and the potential for significant growth and value enhancement. billion in committed capital and has invested in 11 platform companies, as well as completed 17 add-on acquisitions.

High Net Worth Individuals 130

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

Private Equity Wire

MAY 14, 2024

The fund attracted support from new and existing investors including family offices, high-net-worth individuals, foundations, public pension plans and endowments.

High Net Worth Individuals 98

High Net Worth Individuals Buyout Funds Investment Firms 98

Private Equity Wire

JUNE 10, 2024

HSOF V attracted support from family offices, high-net-worth individuals, wealth management firms, funds-of-funds and nonprofit endowments. The fund focuses on non-traditional companies, borrowers and asset types across sectors such as media, technology, telecommunications and specialty finance.

High Net Worth Individuals 98

High Net Worth Individuals Capital Funds Financing 98

Private Equity Wire

APRIL 26, 2024

Evolution Equity Partners, a private investment firm focused on cybersecurity software companies, has closed Evolution Technology Fund III, with total capital commitments of $1.1bn. The capital committed gives Evolution Equity Partners a dedicated pool of capital to pursue investments ranging from $20m to $150m.

High Net Worth Individuals 98

High Net Worth Individuals Funds Banks Capital 98

Private Equity Insights

JUNE 21, 2024

TOF I broadened the range of technology transactions Charlesbank pursues, giving it the flexibility to focus on smaller investments in high-growth companies. TOF II benefited from growing investor desire for exposure to high-growth technology investments in businesses with established products and product-market fit.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

JUNE 21, 2024

TOF I broadened the range of technology transactions Charlesbank pursues, giving it the flexibility to focus on smaller investments in high-growth companies. TOF II benefited from growing investor desire for exposure to high-growth technology investments in businesses with established products and product-market fit.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Wire

OCTOBER 22, 2024

With an investor base comprising leading institutions, including public pension plans, foundations, insurance companies, funds of funds, and high-net worth individuals, the fund’s capital, together with capital raised by L2 Point for related co-investment vehicles, totals nearly $460m.

High Net Worth Individuals 98

High Net Worth Individuals Funds Legal Capital 98

Private Equity Wire

MAY 15, 2024

Venture capital investment firm TrueBridge Capital Partners has raised $1.6bn in capital commitments across five investment vehicles focusing on investments in other venture capital funds and technology companies. With these fundraisings, TrueBridge now manages more than $7.5bn in assets.

High Net Worth Individuals 98

High Net Worth Individuals Pension Funds Venture Capital Investing 98

The Motley Fool

JUNE 19, 2023

Private credit is a type of lending that uses private capital instead of banks to provide financing to companies or individuals. Private credit lenders may include institutional investors, family offices, or high net worth individuals. How does private credit work?

Assets 147

Assets High Net Worth Individuals Financing Finance 147

The Motley Fool

JUNE 10, 2024

The deal will supply the REIT with cash to repurchase stock while providing both companies with a growth platform. Each company contributed $1 billion to the company, which will invest in climate-positive projects. The company currently sells for less than 21 times its forward price-to-earnings ratio (P/E).

High Net Worth Individuals 130

High Net Worth Individuals Accredited Investors Asset Management Assets 130