The Motley Fool

JULY 16, 2023

Her flagship exchange-traded fund (ETF), Ark Innovation ETF (NYSEMKT: ARKK), was one of the early investors in innovative tech companies like Tesla , Zoom Video Communications , and Block. The CPaaS market is expected to grow around 29% annually until 2027, according to management consulting firm MarketsandMarkets. Data by YCharts 2.

Initial Public Offering 240

Initial Public Offering Exchange-Traded Funds Legal Consultants 240

The Motley Fool

MAY 12, 2024

Here are some steps you can take in 2024 to get the ball rolling: Open an account : You can set up and manage a custodial Roth IRA for your child until they are legally allowed to control the account. Consult with a CPA or other tax professional to ensure you stick to the rules.

Taxes 245

Taxes Consultants Consulting Accounting 245

Private Equity Professional

OCTOBER 1, 2024

Gallant Capital Partners has held a final closing of Gallant Capital Partners Fund II LP with $406 million of capital. Gallant’s first fund closed in July 2020 at its hard cap with $378 million in capital commitments. Park Hill Group was the placement agent for Fund II and Kirkland & Ellis provided legal services.

Funds 100

Funds Consulting Consultants Legal 100

Private Equity Insights

MARCH 1, 2024

Philadelphia-based private equity firm Renovus Capital Partners has closed its first multi-asset $325m continuation fund (Renovus Continuation Fund), bringing its total capital across multiple investment vehicles to over $1.5bn. Jefferies served as financial advisor and DLA Piper served as legal counsel to Renovus.

Capital 130

Capital Mergers and Acquisitions Funds Private Equity Firms 130

Private Equity Wire

MAY 28, 2024

Athwal advises hedge funds, private equity funds, asset managers, sponsors and family offices on the establishment, regulation, corporate governance and ongoing operation of Cayman Islands domiciled investment funds, as well as the establishment of venture capital and other funding structures based in Cayman.

Hedge Funds 97

Hedge Funds Funds Venture Capital Consulting 97

Private Equity Wire

SEPTEMBER 17, 2024

Kohlberg & Company (Kohlberg), a private equity firm specialising in middle market investing, has held the final closing of its 10th private equity fund, Kohlberg Investors X (Fund X), with $4.3bn in capital commitments. Kohlberg has also raised an additional $1.0bn in commitments for dedicated co-investment vehicles.

Companies 98

Companies Private Equity Firms Private Equity Firms Pension Funds 98

Private Equity Insights

OCTOBER 19, 2023

Pfingsten is pleased to announce the closing of its sixth investment fund, Pfingsten Fund VI, with total capital commitments of $435m , surpassing its $350m target. ” Pfingsten plans to build a diversified portfolio of approximately 12 platform investments in Fund VI, and has closed two platform investments to date. .

High Net Worth Individuals 130

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

Private Equity Wire

APRIL 25, 2024

According to a press statement, Apiary’s new fund will continue to focus on the UK lower mid-market targeting asset-light businesses with defensive characteristics across fragmented markets in the business services, financial and technology services, healthcare and education sectors. Proskauer acted as legal counsel.

Capital 97

Capital Funds Education Consultants 97

The Motley Fool

FEBRUARY 19, 2025

For those that don't know him, Samir joined CareScout in the second half of 2023, bringing a wealth of experience from financial services and strategy consulting roles at Goldman Sachs, JPMorgan, and McKinsey. This included a $355 million benefit from legal settlements, which are now materially complete. billion in 2024.

Liabilities 130

Liabilities Legal Taxes Debt 130

Private Equity Insights

NOVEMBER 6, 2023

Rubicon Technology Partners (“Rubicon”), a leading private equity firm focused on enterprise software investments, announced the successful closing of its latest fund, Rubicon Technology Partners IV (“Fund IV” or “the Fund”), at approximately $1.7bn. Capital ("H.I.G.")

Best Practices 130

Best Practices Funds Private Equity Firms Private Equity Firms 130

Private Equity Insights

NOVEMBER 21, 2023

The Fund attracted commitments from a variety of limited partners, ranging from endowments, foundations, public and private pension plans, consultants, OCIOs, and family offices. “We We are excited to continue to allocate the Fund’s capital on behalf of our investors to drive returns.”

Capital 130

Capital Private Equity Firms Private Equity Firms Funds 130

Private Equity Professional

JULY 11, 2024

Truelink Capital Management has held a final close of its inaugural fund, Truelink Capital I LP , with limited partner commitments of $875 million, exceeding its target of $600 million and its original hard cap of $750 million. © 2024 Private Equity Professional | July 12, 2024

Funds 100

Funds Education Financial Institutions Consulting 100

Private Equity Insights

OCTOBER 4, 2023

its inaugural $300m growth equity fund focused on the global sports, media & entertainment industry. We’re proud to unveil Bluestone Equity Partners and our first growth equity fund, to capitalize, guide, and grow high-quality assets in the sports, media, and entertainment industry,” said Sharma. No placement agent was used.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Consultants 130

Pension Pulse

NOVEMBER 18, 2024

Chris Witkowsky of Buyouts reports Canadian giant PSP Investments shops $1 billion-plus portfolio: PSP investments is shopping a large portfolio of fund stakes that could total up to around $1.5 Again, I caution readers not to generalize as Canada's large pension funds have the right approach and are very selective in the deals they enter.

Stakes 59

Stakes Professional Services Buyout Pension Funds 59

Private Equity Professional

OCTOBER 8, 2024

Shore Capital Partners has closed its inaugural Healthcare Advantage Fund , second Business Services Partners Fund (“Business Services Fund II”), and first Shore Search Partners Fund (“Search Fund”). The three new funds exceeded their targets and represent over $1.9 billion in combined capital commitments.

Capital 130

Capital Pension Funds Consulting Consultants 130

Private Equity Professional

SEPTEMBER 17, 2024

Middle-market investor Kohlberg & Company has completed the final closing of its 10th private equity fund, Kohlberg Investors X LP (Fund X), securing $4.3 Additionally, the firm raised $1 billion in commitments for co-investment vehicles dedicated to investing alongside Fund X. billion in commitments. Kisco, New York.

Companies 100

Companies Funds Pension Funds Financial Institutions 100

Private Equity Wire

FEBRUARY 6, 2024

Texas-based private equity firm Trinity Hunt Partners has closed its latest fund, Trinity Hunt Partners VII, (Fund VII) at its hard cap of $700m in capital commitments, which was oversubscribed and had fundraising completed in under five months. Aviditi Advisors acted as private placement advisor and placement agent for Fund VII.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Pension Funds Funds 97

Private Equity Wire

FEBRUARY 28, 2024

Philadelphia-based private equity firm Renovus Capital Partners has closed its first multi-asset $325m continuation fund (Renovus Continuation Fund), bringing its total capital across multiple investment vehicles to over $1.5bn. Jefferies served as financial advisor and DLA Piper served as legal counsel to Renovus.

Capital 98

Capital Mergers and Acquisitions Private Equity Firms Private Equity Firms 98

Private Equity Wire

SEPTEMBER 20, 2023

Blue Sea Capital has successfully closed Blue Sea Capital Fund III LP and Blue Sea Capital Executive Fund III LP with $618m in capital commitments, an increase of 40% over the predecessor fund and above its original target of $600m. In addition, more than 50 CEOs, founders, and industry executives invested in the fund.

Capital 97

Capital Funds Financial Institutions Consultants 97

Private Equity Wire

JULY 31, 2024

Acuity Knowledge Partners, a research, analytics, staffing and technology provider to the financial services sector including hedge funds and private equity firms, has appointed Jon O’Donnell as Chief Operating Officer. He was also part of the global leadership team of IBM Consulting.

Private Equity Firms 96

Private Equity Firms Private Equity Firms Hedge Funds Consulting 96

Private Equity Wire

APRIL 11, 2024

According to Bloomberg’s sources, the proposed measures, which are expected to be outlined in a consultation paper, would grant tax exemptions on interest income to special purpose vehicles involved in alternative investments. Specific enhancement proposals will be consulted upon in due course.

Hedge Funds 105

Hedge Funds Consultants Consulting Taxes 105

Private Equity Insights

JULY 3, 2023

Palatine’s Buyout and Impact funds invested in early 2021 and, in a close partnership with the Anthesis leadership team, enjoyed strong and sustainable growth. “By re-investing, the Impact fund will continue to deliver on our mission of generating returns with purpose. Source: Insider Can’t stop reading?

Buyout 130

Buyout Private Equity Firms Private Equity Firms Consulting 130

Pension Pulse

DECEMBER 4, 2024

He was the long-time chair of the Toronto Port Authority and, earlier in his career, advised a committee of Canada’s Senate on issues that included the creation of major public-sector pension funds such as the Public Sector Pension Investment Board. Cravath, Swaine & Moore LLP acted as legal counsel for OMERS Private Equity.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Pension Funds 59

Private Equity Insights

NOVEMBER 30, 2023

Going forward, Cellnex will continue to consolidate the results of its operations and manage the day-to-day business in consultation with Stonepeak. Nomura International Plc is serving as lead financial advisor, Guggenheim Securities is serving as financial advisor, and Herbert Smith Freehills LLP is serving as legal counsel to Stonepeak.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Legal 130

Private Equity Insights

JUNE 18, 2024

NorthWall Capital (“NorthWall”), a leading credit investment firm delivering private capital solutions to counterparties in Western Europe, today announces the final close of its flagship NorthWall European Opportunities Fund II and associated vehicles (“NWEOF II” or “the Fund”), attracting more than €640m in investor commitments.

Capital 130

Capital Pension Funds Consultants Consulting 130

Private Equity Wire

MARCH 15, 2024

Law firm Ogier has relocated Ridhiima Kapoor, a Senior Transactional Specialist in its investment funds and corporate teams in the Cayman Islands, to Dubai. She will continue to advise on the establishment, launch and maintenance of investment funds including hedge funds and private equity funds.

Hedge Funds 105

Hedge Funds Law Firms Consultants Consulting 105

Private Equity Professional

SEPTEMBER 5, 2024

Source: Reed Minerals Reed Minerals’ products are supported by its in-house research and development capabilities and consultative sales team. Targeted portfolio companies often have balance-sheet, legal, environmental, labor, or transactional complexities causing financial or operational stress.

Consultants 130

Consultants Consulting Legal Funds 130

The Motley Fool

APRIL 15, 2024

Moreover, this market should reach $1 trillion in revenue by 2030, per top consulting firm McKinsey & Company. And while Nvidia's auto business is still relatively small, it has the potential for huge growth once driverless vehicles become legal across the United States and beyond. 305% 1,030% S&P 500 7.9%

Exchange-Traded Funds 189

Exchange-Traded Funds Investing Consultants Consulting 189

The Motley Fool

SEPTEMBER 10, 2023

Several more states have legalized mobile gambling, and sports betting in particular. Most pro football fans want to bet Based on a survey commissioned by the American Gaming Association (AGA) and performed by Morning Consult late last month, 73.5 And it's legally allowed in plenty more places than it was just a few years back.

Legal 130

Legal Amortization Depreciation Earnings Before Interest 130

Private Equity Insights

SEPTEMBER 21, 2023

Blue Sea Capital, today announced that it has successfully closed Blue Sea Capital Fund III LP and Blue Sea Capital Executive Fund III LP, a $618m private equity fund. Similar to Blue Sea’s prior funds, Fund III exceeded its target of $600m, representing an increase of over 40% from Blue Sea Capital Fund II.

Capital 130

Capital Financial Institutions Consultants Consulting 130

The Motley Fool

MAY 6, 2024

I designated a sub-account as my PTO fund, set a savings target, and now I have a small pot of money that I can draw on as needed to replace income on days when I'm not working. Legal and regulatory issues Starting a new business is easy, right? Consulting with an accountant about taxes and financial issues is also a stellar idea.

Legal 130

Legal Consultants Consulting Taxes 130

Private Equity Wire

OCTOBER 3, 2024

In addition, earlier this year Helios acquired Cogentia, a health economics and outcomes research (HEOR) and market access consultancy, to further expand its specialist services and increase global scale. NorthEdge and Helios were advised by Baird (Corporate Finance) and Squire Patton Boggs (Legal). Completion is expected

Private Equity Firms 98

Private Equity Firms Private Equity Firms Consultants Consulting 98

The Motley Fool

MAY 30, 2024

Home-based professional services business: $1,000 (or less) If you have professional skills that can be used to start a business as a consultant or freelancer, congratulations: you have a chance to start one of the lowest-cost businesses of all. Many entrepreneurs fund their startups with credit cards or personal funds.

Capital 130

Capital Professional Services Consulting Consultants 130

Trivest Partners

JUNE 4, 2024

NEW YORK, NY / MIAMI, FL – Dubin Research & Consulting (“DRC”) announced today a strategic growth investment from Trivest Partners (“Trivest”), a Miami-based private investment firm that focuses exclusively on the support and growth of founder-led and family-owned businesses in the U.S. and Canada. Guided by Josh Dubin, Esq.,

Consulting 52

Consulting Consultants Law Firms Legal 52

The Big Picture

APRIL 22, 2023

 This week, we speak with Brian Hamburger , founder and chief executive officer of the business / regulatory compliance consultancy MarketCounsel , as well as the founder and chief counsel of the Hamburger Law Firm, a boutique law firm that focuses on investment and securities industry matters.

Law Firms 120

Law Firms Legal Consultants Consulting 120

Private Equity Wire

NOVEMBER 1, 2023

Private equity funds affiliated with global private investment giant Blackstone and software-focused private equity firm Vista Equity Partners (Vista), are to acquire Energy Exemplar, a provider of energy market simulation software, in a deal reportedly worth more than $1bn.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Legal Buyout 98

The Motley Fool

JUNE 30, 2024

Consider consulting with a certified financial professional for guidance. It's best to consult with a Certified Public Accountant to ensure you aren't missing anything for tax purposes. So if your child or another teenager you know is earning money this summer, here are a few things to consider to help them get started.

Consultants 130

Consultants Consulting Investing Taxes 130