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. M2O Private Fund Advisors LLC was placement agent for the fund while Latham & Watkins LLP provided legal counsel.

High Net Worth Individuals 130

High Net Worth Individuals Funds Buyout Legal 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

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 Insights

OCTOBER 19, 2023

Fund VI secured limited partner commitments from a diversified global investor base of family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners.

High Net Worth Individuals 130

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

Private Equity Wire

DECEMBER 18, 2023

Since its inception in 2013, Turnspire has invested over $180m in control investments across nine platform companies. Chapman and Cutler LLP acted as legal counsel to Fund II and InRider Partners LLC provided investor relations services. With Fund II, Turnspire will continue targeting businesses with revenues between $50m and $400m.

High Net Worth Individuals 97

High Net Worth Individuals Capital Pension Funds Funds 97

Private Equity Professional

JULY 22, 2024

Limited partners in Fund III include endowments, foundations, health systems, public pension plans, family offices, funds of funds, and high-net worth individuals. Lazard was the placement agent for Fund III and Kirkland & Ellis provided legal services. billion in total capital commitments.

High Net Worth Individuals 100

High Net Worth Individuals Funds Legal Leveraging 100

Private Equity Insights

OCTOBER 10, 2023

The capital committed gives Warburg Pincus a large, dedicated pool of capital to pursue a global set of opportunities for investment in growth companies within the firm’s key industry sectors. Kirkland & Ellis LLP served as legal advisor for WPGG 14. Source: CISION PR Newswire Can’t stop reading?

High Net Worth Individuals 130

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

Private Equity Wire

JANUARY 15, 2025

The fund received significant backing from a diverse group of global investors, including public pension plans, insurance companies, financial institutions, endowments, private wealth platforms, family offices, and high-net-worth individuals.

High Net Worth Individuals 86

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 86

This is going to be BIG.

JANUARY 18, 2024

They might not understand how a pre-revenue startup could be worth anything, let alone be valued at $5mm. The first thing you need to get straight with a high net worth individual—what is their return expectation? Do they know how rarely these types of companies succeed? Can they lose this money?

Startups 88

Startups High Net Worth Individuals Investing Legal 88

Pension Pulse

MAY 25, 2023

This new investment will not affect the ongoing operations of ZEDRA, whose management team will continue to hold a significant shareholding in the company. According to government figures, the city’s population grew by about 19 per cent, from 2.1 million to 2.5 million between 2012 and 2022, faster than any other Australian city.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

Axial

NOVEMBER 26, 2024

When you decide to sell your company, one of the first things you will want to do is work with your M&A advisor or investment banker to begin researching and building a buyer list — a list of investment firms, corporations, and individuals to approach during the M&A sale process.

High Net Worth Individuals 40

High Net Worth Individuals Accredited Investors Investment Horizon Private Equity Firms 40

Hellman & Friedman LLC

NOVEMBER 22, 2021

athenahealth” or “the Company”), a leading provider of cloud-based enterprise software solutions for medical groups and health systems nationwide, today announced it has entered into a definitive agreement to be jointly acquired by affiliates of Bain Capital and Hellman & Friedman for $17 billion. WATERTOWN, Mass. athenahealth, Inc.

Capital 40

Capital High Net Worth Individuals Education Legal 40

Axial

MAY 4, 2023

We create powerful marketing videos showcasing our client’s companies. Each VERTESS Managing Director has had executive experience in either launching or managing and ultimately successfully exiting a healthcare company.” We work for owners selling their companies – and them alone.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Pension Pulse

SEPTEMBER 6, 2023

But in a partial victory for fund groups which opposed the rules, the Securities and Exchange Commission did not proceed with proposals that would have expanded funds' legal liability and outright banned arrangements that allow some investors special terms. In fact, there is already legal pushback from the industry.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Sara Grillo

DECEMBER 12, 2022

Prior to joining Guggenheim he spent 5 years at Capital Group Companies as a trader in the fixed income division. As a CPA, he has been preparing complex tax returns for high net-worth individuals and businesses for over ten years. For advise on such matters, contact a legal or compliance advisor.

Consulting 52

Consulting Consultants High Net Worth Individuals Taxes 52

Axial

JULY 27, 2023

” Industries : Consumer Goods, Energy & Utilities, Technology, Industrials, Business Services, Manufacturing, Distribution, Health Care, Telecommunications, Consumer Services, Financial Services, Retail Visit FOCUS IB’s Profile “ASA Ventures Group (AVG) provides M & A representation to middle-market private companies.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

This is going to be BIG.

OCTOBER 29, 2015

Full disclosure: I'm an investor in a stealth daily fantasy sports company. Generally, creating rules to protect individuals from nefarious business practices or to leverage things like taxes fairly and consistently is a good thing and I support it. Legality puts a spotlight in dark corners.

High Net Worth Individuals 124

High Net Worth Individuals Legal Taxes Startups 124

The Big Picture

JULY 2, 2024

Really a, a fascinating combination of legal insight and technology. So we got into Y Combinator the summer of 2016 just off of this legal analytics idea. Okay, I don’t think this legal analytics thing is gonna work out for you. A big perpetual insurance company versus lawyers come and go. Eva Shang : Exactly.

Legal 59

Legal Hedge Funds Finance Financing 59

The Motley Fool

NOVEMBER 7, 2023

Actual results could differ materially from our expectations, and we have no duty to provide updates unless legally required. As we continue to execute on our strategy, we believe we can grow into one of the largest and most profitable financial companies in the world. Second, company culture. First, financial health.

Leveraging 100

Leveraging Assets Shareholders Public Companies 100

The Big Picture

MAY 9, 2023

So I went from being a publishing high yield research analyst to a distressed debt analyst and investor. RITHOLTZ: Same companies, just — SALISBURY: Same companies, yes. SALISBURY: The high yield bonds quickly went to zero and then you’re buying the bank loans at discounted prices. Risk appetite was changing.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

The Big Picture

DECEMBER 14, 2022

My mom was a high school science teacher in our public high school, and my dad worked for a cosmetics company, Avon Products, you know, like the Avon ladies. But I’d say, overall, folks are more kind of corporate-oriented, you know, investing in companies. RITHOLTZ: Sure. And for me, that was interesting.

Assets 65

Assets Mergers and Acquisitions Capital Portfolios 65

Private Equity Insights

JANUARY 22, 2025

The fund surpassed its target, attracting commitments from institutional investors, family offices, and high-net-worth individuals across North America, Europe, the Middle East, and Asia. The fund focuses on equity investments in lower mid-market companies offering essential connectivity and data access services.

High Net Worth Individuals 130

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

Private Equity Professional

MARCH 20, 2025

Limited partners in Fund IV include endowments and foundations, family offices, public pension plans, insurance companies, outsourced chief investment officers (OCIOs), and high-net-worth individuals across North America and Europe. Since its founding in 2013, New State has completed more than 45 acquisitions.

High Net Worth Individuals 100

High Net Worth Individuals Funds Legal Debt 100

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 Startups 52

The Motley Fool

APRIL 6, 2025

Certain companies possess robust competitive advantages that enable them to thrive across economic cycles. Learn More Here are two high-quality companies that have consistently raised their dividend payouts over the past six recessions and delivered stellar returns for investors along the way. .:

High Net Worth Individuals 130

High Net Worth Individuals Liabilities Debt Financial Institutions 130