Private Equity Insights

FEBRUARY 2, 2024

Falfurrias Capital Partners is the latest shop to play small ball, turning its attention to the lower middle-market software and business services sector with its first growth fund. The $400 million fund closed in December and the Charlotte, N.C. firm is looking to invest in smaller companies than usual.

High Net Worth Individuals 130

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

Private Equity Wire

MARCH 20, 2024

Global multi-stage investment firm B Capital has closed its later-stage venture investments vehicle Opportunities Fund II with capital commitments of $750m, nearly doubling the size of its predecessor B Capital Opportunities Fund I.

High Net Worth Individuals 98

High Net Worth Individuals Capital Funds Consulting 98

The Motley Fool

FEBRUARY 5, 2025

Interval funds are closed-end investment companies that might appeal to investors looking for different ways to diversify their portfolio by providing access and exposure to illiquid strategies or alternative assets. Interval funds are illiquid. They're called "interval" funds for a reason. Where to invest $1,000 right now?

Mutual Funds 130

Mutual Funds Funds High Net Worth Individuals Hedge Funds 130

Private Equity Wire

JULY 29, 2024

Incubator and fund considerations : Plan for QSBS qualification and tax-free results for investors. He specializes in the taxation of securities transactions and financial services companies, in addition to offering tax compliance and consulting services for a diversity of entities and individuals.

Taxes 98

Taxes High Net Worth Individuals Mergers and Acquisitions Startups 98

Private Equity Wire

NOVEMBER 13, 2023

As more investors, including institutional investors and high-net-worth individuals, seek to generate positive social and environmental outcomes alongside financial returns, impact investing is increasingly seen as a market with substantial growth potential.

High Net Worth Individuals 98

High Net Worth Individuals Exit Strategy Consulting Consultants 98

Pension Pulse

SEPTEMBER 6, 2023

Major funds including Aware Super and Hostplus were investors. Through our supervision activities, APRA has continued to address these issues with RSE licensees since the conclusion of the review," APRA said in a release that did not name any funds. The rules also require funds to perform annual audits.

Hedge Funds 64

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

Pension Pulse

MAY 25, 2023

is acquiring a minority stake in a corporate consultant and fund administration provider. Zedra, which provides wealth, governance and administrative services for corporations, pensions, trusts and funds, was launched in the Isle of Man in 2016. During the year, it acquired PTL Governance Ltd., a fiduciary service provider.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

Axial

NOVEMBER 26, 2024

Potential buyers fall into two primary categories: → Financial Buyers : These include private equity firms (also known as “financial sponsors”), independent sponsors (or “fundless sponsors”), family offices, search funds, and high-net-worth individuals.

High Net Worth Individuals 40

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

Sara Grillo

DECEMBER 12, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. As a CPA, he has been preparing complex tax returns for high net-worth individuals and businesses for over ten years. Derek Robinett.

Consulting 52

Consulting Consultants High Net Worth Individuals Taxes 52

Axial

JULY 27, 2023

We closed 32 deals in 2022 in various industries, including manufacturing, distribution, e-commerce, logistics, consulting and healthcare; generating $619 million in liquidity for our clients. Our team has advised on over $2 billion of successful transactions with private equity firms, high net-worth individuals, and public companies.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

The Big Picture

JULY 2, 2024

Eva Shang co- founded Legalist while she was in Harvard and then subsequently dropped out with her co-founder to launch what essentially became an alternative credit fund that specialized in litigation financing along with two other types of credit related to litigation outcomes. What a fascinating conversation. What were you thinking?

Legal 59

Legal Hedge Funds Finance Financing 59

Private Equity Wire

JANUARY 17, 2025

Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. A subsidiary of Power Corp.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

The Motley Fool

JANUARY 30, 2025

expanded the funding options with SMCC in Japan by adding small business cards, and announced a multicurrency solution with fintech Liv in the U.A.E. First, the Times Black ICICI Bank credit card, catering to high-net-worth individuals with travel and lifestyle benefits. Tap to add card is now live in the U.S.

Banks 130

Banks Accounting Taxes High Net Worth Individuals 130

Axial

MARCH 20, 2025

Financial buyers are made up of private equity firms, hedge funds, independent sponsors, family offices, search funds, and high-net-worth individuals. A search fund often (but not always) will offer the lowest price, but a search fund is someone who wants to step into the role as CEO.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Mergers and Acquisitions High Net Worth Individuals 40

The Motley Fool

FEBRUARY 26, 2025

That is McKinsey consultants going out and trying to inflect for a very specific reason. Now I'm Mr. Index Fund. Dylan Lewis: I love how you went from, we have this boutique product, ultra-high net worth individuals to go to mass market product in a matter of about 60 seconds. We'll FedEx it to you.

Education 130

Education High Net Worth Individuals Consulting Consultants 130