Private Equity Wire

FEBRUARY 4, 2025

HIG Capital (HIG), a global alternative investment firm with $67bn of capital under management, has signed a definitive agreement to invest in the HELLER Group (HELLER) through the acquisition of a strategic stake in the Germany-based machine tool manufacturer. The transaction is subject to clearance by antitrust authorities.

Stakes 59

Stakes Capital Companies Leveraging 59

Private Equity Wire

JANUARY 13, 2025

Before founding SQ Capital, Siddiqui was the Global Head of GP Stakes at Blackstone, where he led the firm in acquiring minority stakes in companies like Nautic Partners and FTV Capital. He began his career in private equity in 2002 at General Atlantic and spent nearly 15 years at Blackstone.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Stakes Leveraging 98

The Motley Fool

MAY 12, 2024

One kind of ETF you may want to steer clear of is the leveraged ETF , and a good example is the ProShares UltraPro QQQ ETF (NASDAQ: TQQQ). What's a leveraged ETF? In the financial world, the word "leverage" typically refers to debt, and investors who can stomach a lot of risk sometimes invest with borrowed money.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Mutual Funds Exchange-Traded Funds 246

Private Equity Wire

JANUARY 14, 2025

PCI Pharmas current financial obligations include a $1.9bn leveraged loan, approximately $700m in preferred equity, and other liabilities. In 2020, Kohlberg & Company acquired a majority stake in the company, while Mubadala Investment Company obtained a minority interest. percentage points over SOFR.

Liabilities 90

Liabilities Leveraging Debt Stakes 90

The Motley Fool

OCTOBER 7, 2024

AT&T agreed to sell its remaining stake in DirecTV to its partner. The company also provided investors with an optimistic outlook for what's ahead. Its future is coming into a clearer focus After much speculation, AT&T revealed that it agreed to sell its remaining stake in DirecTV to its partner TPG.

Leveraging 246

Leveraging Stakes Investment Banks Investment Banking 246

The Motley Fool

AUGUST 6, 2023

Utilizing his remarkable skill set, he transformed Berkshire Hathaway from a struggling textile company into a multinational holding company with a valuation of over $750 billion. As a result of Apple's aggressive share buybacks, the company has lowered its outstanding share count by 37.5% over the past decade.

Stakes 246

Stakes Debt Leveraging Shareholders 246

Private Equity Wire

DECEMBER 16, 2024

Carlyle Group has secured private credit financing to acquire a majority stake in Australian waste management company Waste Services Group (WSG), according to a report by Bloomberg, citing sources familiar with the matter. The funds will support Carlyles purchase of the stake from Livingbridge, the anonymous source said.

Leveraged Buyouts 80

Leveraged Buyouts Buyout Private Equity Firms Private Equity Firms 80

The Motley Fool

NOVEMBER 26, 2024

Here's Berkshire's background in each company and which dividend stock is the better buy now. A highly reliable energy stock for generating passive income Chevron is an integrated oil and gas major and one of the world's most valuable non-nationalized energy companies. stake in the company. Image source: Getty Images.

Stakes 245

Stakes Leveraging Banks Debt 245

The Motley Fool

MARCH 28, 2024

Last month, the company released a regulatory filing divulging stakes in several AI stocks, and investors took notice. Given the company's track record of success in the field of AI, it isn't surprising investors would be keenly interested in the stocks that make up Nvidia's own AI portfolio. billion, up 38% year over year.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Stakes Investing Buyout 245

Private Equity Insights

JANUARY 30, 2025

It committed a $330m credit facility and acquired a minority stake. Particularly, it will support the companys goal of growing its fleet to 5,000 trucks and positioning itself for an IPO by 2028. Leste will acquire truck leases from Billor until 2027.

Investing 130

Investing Banks Leveraging Stakes 130

The Motley Fool

JULY 11, 2024

Those deals have the company on track to generate meaningful earnings growth again in 2024. The company just made another game-changing move. The two-phased transaction will enhance the company's already robust long-term growth outlook. The company has about 34 GW of operating assets and a massive 157 GW development pipeline.

Asset Management 246

Asset Management Leveraging Stakes Assets 246

Private Equity Professional

JANUARY 8, 2025

In late 2024, Wendel Group acquired a majority stake in Monroe Capital , and Third Point (Dan Loebs hedge fund) acquired AS Birch Grove. In late 2023, TPG bought Angelo Gordon , and going even further back, Eldridge Industries acquired a majority stake of Maranon Capital in 2019. trillion by 2030. [2]

Mergers and Acquisitions 100

Mergers and Acquisitions Financing Finance Banks 100

The Motley Fool

MAY 19, 2024

A regulatory filing released just this week revealed that Tepper had made big changes among his largest holdings, decreasing his stake in each of the five Magnificent Seven stocks in Appaloosa's portfolio. Tepper cut his stake in Nvidia (NASDAQ: NVDA) by 44%. Tepper boosted his stake in Alibaba (NYSE: BABA) by 158%.

Hedge Funds 246

Hedge Funds Stakes Investors Leveraging 246

The Motley Fool

JANUARY 5, 2024

Citadel had amassed a stake of 5 million shares of Microsoft stock, representing 1.7% Microsoft recently completed its acquisition of Activision, so the position was likely used to leverage the merger arbitrage -- a way to profit from the difference between Activision's then-current stock price and the eventual purchase price.

Hedge Funds 246

Hedge Funds Mergers and Acquisitions Stakes Leveraging 246

The Motley Fool

MAY 12, 2024

His holding company, Berkshire Hathaway , now owns several oil stocks. Given that Occidental has a market share of only $57 billion, Berkshire's stake translates into nearly 25% ownership of the entire company. The company is certainly primed to benefit from a "higher-for-longer" pricing environment for oil.

Stakes 246

Stakes Shareholders Assets Leveraging 246

The Motley Fool

OCTOBER 24, 2024

After a sharp climb in the stock price, the position had swelled to a stake worth $174 billion at the end of 2023, making it one of the most profitable investments of Buffett's career. Despite reducing the stake this year, it's apparent that Buffett still likes Apple's business. Berkshire has held a stake in Amazon since 2019.

Stakes 246

Stakes Leveraging Shareholders Returns 246

The Motley Fool

NOVEMBER 5, 2024

has sold more stock than he bought in his company's equity portfolio for eight consecutive quarters. He started taking shares of Berkshire's huge Apple position off the table at the end of last year, selling more than two-thirds of its stake during the past four quarters. The chairman of Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B)

Banks 246

Banks Stakes Enterprise Values Amortization 246

Private Equity Wire

NOVEMBER 15, 2024

Although these deliberations are still in preliminary stages, potential buyers could include other private equity firms or data and technology companies such as the London Stock Exchange Group (LSEG) and S&P Global. The company has a strong customer base, with over 700,000 users in top leadership roles globally.

Private Equity Firms 84

Private Equity Firms Private Equity Firms Leveraged Buyouts Stock Exchanges 84

The Motley Fool

AUGUST 12, 2024

Most investors have avoided the stock as the company undergoes multiple internal and external challenges, including competition, slower growth, and geopolitical tensions. Let's focus today on the latter, pointing out two reasons to be optimistic about the company. The company is now making adjustments to recapture shoppers.

Leveraging 246

Leveraging Amortization Earnings Before Interest Stakes 246

The Motley Fool

AUGUST 20, 2024

Several factors have contributed to the company's ability to deliver such consistent growth. For starters, the midstream company generates very stable cash flow. Meanwhile, the company pays out a conservative percentage of its stable cash flows. times leverage ratio. For example, the company recently priced $1.1

Mergers and Acquisitions 246

Mergers and Acquisitions Initial Public Offering Stakes Taxes 246

Private Equity Wire

JANUARY 13, 2025

Buyout firms have long relied on controversial loans backed by equity stakes to enhance fund returns, but growing investor criticism has triggered a slowdown, according to a report by Bloomberg UK. Many firms borrowed against their portfolio companies to sustain the private market boom while dealmaking dwindled.

Investors 98

Investors Buyout Private Equity Firms Private Equity Firms 98

The Motley Fool

JANUARY 21, 2024

Buffett acknowledged in last year's shareholder letter that stakes in Coca-Cola (NYSE: KO) and American Express (NYSE: AXP) , which Berkshire Hathaway has held for decades, have provided it with billions of dollars in unrealized gains from share price appreciation that was partially powered by their growing dividends. billion, or $8.49

Stakes 246

Stakes Conglomerates Shareholders Leveraging 246

The Motley Fool

JANUARY 14, 2024

If you have even $500 which you don't need for paying down bills or for contingencies, then picking up small stakes in UiPath (NYSE: PATH) and Roblox (NYSE: RBLX) could prove to be a smart move. However, investors do not consider the company as a mere gaming platform.

Leveraging 236

Leveraging Stakes Prospects Stock Market 236

The Motley Fool

AUGUST 23, 2023

Buffett (through Berkshire) doesn't own a whole lot of this company any longer. Its 578,000-share/$42 million stake only makes up about 0.01% of the Berkshire Hathaway investment portfolio's present value; Buffett sold most of the position in 2013, shortly after the spinoff. The stake isn't insignificant either.

Stakes 245

Stakes Conglomerates Banks Capital 245

The Motley Fool

SEPTEMBER 22, 2024

Last quarter, Citadel reduced its stake in Nvidia (NASDAQ: NVDA) by 79% -- dumping 9,282,018 shares. Considering that many of these companies are Nvidia's own customers , I'm wary that the company's current growth trajectory is sustainable in the long run. One of the more high-profile hedge funds is Ken Griffin's Citadel.

Hedge Funds 246

Hedge Funds Stakes Prospects Leveraging 246

The Motley Fool

OCTOBER 20, 2024

Companies like Archer-Daniels-Midland (NYSE: ADM) , Hercules Capital (NYSE: HTGC) , and Royalty Pharma (NASDAQ: RPRX) are raising their payouts rapidly. For decades, ADM has leveraged its enormous global asset base to originate, process, and transport agricultural commodities between over 190 countries. The stock offers a 3.4%

Stakes 246

Stakes Financing Finance Shareholders 246

The Motley Fool

MARCH 29, 2024

A stake of only $200 (as long as it isn't required to pay bills or for other contingencies), if invested smartly in select AI stocks, can help create long-term wealth. It can handle complex tasks by leveraging AI and large language models (LLMs). It can handle complex tasks by leveraging AI and large language models (LLMs).

Leveraging 245

Leveraging Stakes Debt Financing 245

The Motley Fool

OCTOBER 22, 2023

trillion by 2032 as more companies get involved. From the looks of it, generative AI will be no exception as the company incorporates the technology into many aspects of its operations. This year the company introduced optional AI-powered search results on its Google platform. Image source: Getty Images.

Leveraging 246

Leveraging Stakes Investors Companies 246

The Motley Fool

JUNE 23, 2024

You aren't the kind of investor the company is looking for. Therefore, Fogel is in good company -- neither he nor Buffett are looking for investors focused on share price and stock splits. But why aren't these companies looking for stock-split investors? The price of that ownership stake can fluctuate from day to day.

Companies 130

Companies Investors Stakes Leveraging 130

The Motley Fool

MARCH 30, 2024

Maybe you're even considering a stake in The Procter & Gamble Company (NYSE: PG) but can't quite convince yourself to take the plunge. It's got multiple category-leading products Being a market-share leader doesn't inherently make the company's stock a buy. How about dividend income? That's certainly understandable.

Stakes 246

Stakes Leveraging Prospects Portfolios 246

The Motley Fool

AUGUST 31, 2024

And he's done so with incredible results since taking over the company in 1965. But he really made headlines when he sold nearly half of Berkshire's remaining stake last quarter. Here are some of the biggest buyers and what they might see in the world's most valuable company. He expects taxes to go up in the future.

Conglomerates 246

Conglomerates Taxes Stakes Leveraging 246

The Motley Fool

MAY 11, 2024

Home Depot enjoys leverage with suppliers and can sell at lower prices due to its massive size. The Monthly Dividend Company is a real estate investment trust (REIT) , a business that leases real estate. The company has paid and raised its dividend yearly since going public, a streak currently at 31 years and counting.

Stakes 246

Stakes Leveraging Stock Market Stock Market 246

The Motley Fool

APRIL 12, 2024

But if you seek a bit of leverage to the digital coin's price, you might as well invest in an established miner with identifiable signs of growth. Mining fast and furiously Marathon Digital is among the most active Bitcoin producers, as demonstrated by the company's latest monthly operational report. million in 2023.

Due Diligence 242

Due Diligence Leveraging Stakes Debt 242

The Motley Fool

NOVEMBER 26, 2023

The company first bought shares in Q3 2020, cut the position in 2021, then began building it up again in Q3 2021. Since Q3 2022, Berkshire has gradually reduced its stake. of its public equity holdings, which would be the second largest position behind Apple and ahead of Bank of America if it were the same company.

Mergers and Acquisitions 240

Mergers and Acquisitions Banks Leveraging Debt 240

The Motley Fool

JUNE 20, 2023

Either investors don't believe the company can sustain the payout, or the business has another factor creating some overhang. These issues will weigh down a company's valuation, pushing up its dividend yield. That's causing investors to underrate and undervalue these companies. It also had a solid leverage ratio of 4.3

Leveraging 245

Leveraging Debt Stakes Capital 245

The Motley Fool

MARCH 20, 2024

Not only are these companies some of the most recognized brands globally, but they all have amassed seriously loyal consumer followings. Buffett's big move According to regulatory filings with the Securities and Exchange Commission (SEC), Berkshire increased its stake in satellite radio company SiriusXM (NASDAQ: SIRI) by 30,559,834 shares.

Securities and Exchange Commission (SEC) 240

Securities and Exchange Commission (SEC) Leveraging Stakes Portfolios 240

The Motley Fool

AUGUST 15, 2024

didn't make a lot of portfolio moves in the second quarter, but one of the few tweaks it did make was to dramatically ramp up its stake in the satellite radio provider. We don't know Buffett's rationale for ramping up his stake in one of this year's more disappointing performers in Berkshire Hathaway's stock portfolio.

Stakes 245

Stakes Shareholders Leveraging Portfolios 245