Private Equity Insights

MAY 21, 2024

Discover the advantages of a relationship bank providing leverage on both fund and portfolio level, optimizing your investments for maximum returns. They enhance Internal Rate of Return, provide funding certainty in competitive situations, or cater for additional investments. Unlock the power of leverage in private equity.

Leveraging 130

Leveraging Banks Finance Financing 130

Private Equity Wire

JANUARY 26, 2024

Benefit Street Partners (BSP), a credit-focused alternative asset manager with approximately $75bn in AUM and a subsidiary of Franklin Templeton Investments, has closed its fifth flagship direct lending vehicle, BSP Debt Fund V, with $4.7bn of capital.

Funds 98

Funds Deal Flow Debt Asset Management 98

This is going to be BIG.

DECEMBER 3, 2020

Fund investing, like adulting, is boring. That’s the first thing anyone trying to raise a fund needs to understand, as well as anyone thinking about investing in one. The partner at the fund, the VC, gets to do the fun part—the meeting with founders, vetting deals, negotiating, helping, etc. So what’s the point?

Leveraging 103

Leveraging Portfolios Deal Flow Funds 103

Private Equity Wire

JULY 17, 2024

This year we’ve seen M&A activity pick up somewhat, a less uncertain economic environment and greater acceptance of higher rates which has fed through to a pickup in financing activity,” said Matt Douglass, Senior Managing Director and Head of PGIM Private Capital. “We

Debt 98

Debt Capital Deal Flow Finance 98

Private Equity Wire

DECEMBER 5, 2024

Global deal-making and financing activity is set to rebound in 2025 following a challenging year as easing interest rates spark optimism across industries, according to new research by financial and corporate services provider Ocorian. Among these, 14% anticipate a significant uptick, while only 4% forecast a decline.

Professional Services 97

Professional Services Deal Flow Debt Finance 97

Private Equity Wire

JANUARY 29, 2024

Venture capital and private equity firms meanwhile, will increasingly elect to move their portfolio companies to exits due to funding needs, pressure to return capital and improving business fundamentals.

Private Equity Firms 105

Private Equity Firms Private Equity Firms Deal Flow Venture Capital 105

Private Equity Wire

AUGUST 9, 2024

Direct lenders meanwhile, doubled their activity over the same period, funding $20.6bn in buyout financing in the first half of the year. Technology firms led M&A activity, with deals amounting to $64bn.

Buyout 96

Buyout Deal Flow Leveraging Stakes 96

The Motley Fool

FEBRUARY 27, 2025

In 2025, we anticipate Topgolf will self-fund at least four refreshes at EPR Properties. million to fund experiential projects, which have closed but are not yet open, bringing the total in 2024 to $263.9 We're issuing investment spending guidance for funds to be deployed in 2025 in the range of $200 million to $300 million.

Education 130

Education Debt Assets Capital 130

This is going to be BIG.

NOVEMBER 29, 2012

but in a moment of clarity, I realized that everything I get--dealflow, fund investors, opportunities to hire people, etc.--comes So perhaps what I learned at Fordham that benefitted me post wasn't necessarily my Finance classes--it was trying to live my life for others. There's no magic flow of great deal flow.

Venture Capital 107

Venture Capital Startups Deal Flow Education 107

The Motley Fool

MAY 3, 2024

Importantly and atypically, over half of our Q1 debt brokerage deal flow was on non-multifamily assets in retail, hospitality, industrial, and office. Reduce the borrowing costs, allow the owner to lock in long-term fixed-rate financing, and also derisk the bank's balance sheet.

Debt 130

Debt Banks Assets Capital 130

Pension Pulse

MAY 8, 2024

Ishika Mookerjee and Sheryl Tian Tong Lee of Bloomberg report Quebec pension struggles to deploy $7 billion for energy transition: One of Canada’s biggest pension funds says it hasn’t been able to deploy the CAD 10 billion ($7.3 Listen to her comments on sustainable finance at the end.

Pension Funds 64

Pension Funds Finance Financing Deal Flow 64

The Motley Fool

APRIL 24, 2024

I would now like to turn the conference over to Brian Hawthorne, director of corporate finance. Brian Hawthorne -- Director, Corporate Finance Thank you. In addition, we discuss non-GAAP financial measures, including core funds from operations or core FFO, adjusted funds from operations or AFFO, and net debt to recurring EBITDA.

Debt 130

Debt Leveraging Capital Finance 130

Pension Pulse

DECEMBER 16, 2024

The system works exceptionally well, yet in the past year, we have seen increasing calls to change this model and use pension funds as a policy tool. This has culminated in an announcement from Ottawa to explore ways to have pension funds invest more domestically. This outperformance aggregated to $4.2-billion

Pension Funds 59

Pension Funds Funds Liabilities Assets 59

The Motley Fool

AUGUST 4, 2023

The funds we manage through our external investment manager continued to experience favorable performance in the second quarter. We look forward to sharing additional details and updates on the new fund on our next conference call. We've also continued to produce attractive returns on our asset management business.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

The Motley Fool

OCTOBER 17, 2024

Also, please note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund. In terms of future harvesting, the third quarter marked the highest amount of overall fund depreciation in three years. Our $30 billion global flagship fund is now nearly 40% committed.

Debt 130

Debt Management Fees Assets Finance 130

SuperAngel.Fund

JANUARY 19, 2024

Click here to read the recap 📝 Since the fund started in January 2021 we have deployed $8.6m In addition to the fund, Super Angel Syndicate provides an opportunity to contribute more, from time to time, into individual companies via special purpose vehicles (SPVs). across 159 investments into 107 companies. gross multiple.

Startups 69

Startups Due Diligence Angel Investors Deal Flow 69

Pension Pulse

JULY 3, 2024

Unlike other Maple Eight investors, AIMCo’s client funds decide their own asset allocation and most of them have reached their target in private markets. The board has oversight of the risk parameters of every underlying product, and review and set the appetite for risk tolerance and the total fund risk budget. AI is just one example.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

The Motley Fool

APRIL 18, 2024

See the 10 stocks *Stock Advisor returns as of April 15, 2024 Also, note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blackstone fund. We're buying as well as financing several firms that design, build, and service data centers. billion or $0.98

Assets 130

Assets Debt Banks Capital 130

The Motley Fool

JULY 14, 2023

Lower incentive compensation and distribution and servicing costs were partially offset by higher direct fund expense. Direct fund expense increased 13% year over year and 9% sequentially as a result of higher rebates in the prior-year quarter and higher average index AUM. government money market funds.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

FEBRUARY 23, 2024

We remain excited about our plans for the external funds that we manage as we execute our investment strategies and other strategic initiatives. And we are optimistic about the future performance of the funds and the attractive returns we are providing to the investors of each fund.

Capital 130

Capital Securities and Exchange Commission (SEC) Asset Management Leveraging 130

Pension Pulse

APRIL 25, 2024

Paula Sambo of Bloomberg reports Canada pension fund's credit head wants to take advantage of leveraged buyout boom: Canada’s largest pension fund plans to nearly double the size of its credit holdings over the next five years, and it’s counting on an upturn in leveraged buyouts to generate some of that growth. There’s pent-up demand.

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

Insight Partners

SEPTEMBER 9, 2024

Financing led by RA Capital Management with participation from Insight Partners, NVentures, Catalio Capital Management, Eli Lilly and Company, Gaingels, and Cooley LLP Funds to support clinical development of lead programs and expansion of small molecule pipeline focused on high-value GPCR targets BOSTON, Sept.

Deal Flow 52

Deal Flow Startups Venture Capital Finance 52

This is going to be BIG.

JANUARY 22, 2018

But first, a disclaimer: I'm a straight white guy and come with all of the requisite biases and privilege--and so while I cannot speak for anyone outside of this category, I'm attempting to provide a helpful perspective from the funding side of someone who is listening and actively backing diverse founders. Ducks head.] Ok, let's dive in.

Funds 108

Funds Angel Investors Deal Flow Startups 108

The Motley Fool

NOVEMBER 9, 2023

We're also joined this quarter by senior members of our team, including Alexis Maged, our chief credit officer; and Logan Nicholson, who joined the firm in September and served as a portfolio manager for several of our diversified direct lending funds, including OBDC. As a result, we have $0.26

Capital 100

Capital Private Equity Firms Private Equity Firms Leveraging 100

The Motley Fool

FEBRUARY 18, 2025

Two stocks worth watching: AAON and Zoetis Then Motley Fool host Alison Southwick and personal finance expert Robert Brokamp break down how to talk to your spouse about money and why "money issues" might really be the symptom of other problems in a relationship. It's an overview of the many studies that looked at finance and romance.

Finance 130

Finance Financing Accounting Debt 130

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 were you thinking?

Legal 59

Legal Hedge Funds Finance Financing 59

The Motley Fool

FEBRUARY 9, 2024

Please note that nothing on this call constitutes an offer to sell or a solicitation of an offer to purchase an interest in any Blue Owl funds. In spite of the very difficult backdrop for real estate fundraising, our latest triple net lease fund was the single largest U.S. real estate fund raised in 2023.

Capital 130

Capital Stakes Securities and Exchange Commission (SEC) Management Fees 130

SuperAngel.Fund

JANUARY 6, 2023

According to Cooley, which handles more venture financings than any other law firm in the US, the amount of capital invested, and number of financings, have decreased substantially in the last quarter , with the most pronounced impact affecting later-stage deals (Series C and beyond). .”

Venture Capital 52

Venture Capital Finance Financing Law Firms 52

Udu

MAY 31, 2023

2020: Black Swan Moment Coronavirus, the black swan of 2020, had a significant impact on the private equity industry, causing uncertainty and volatility in financial markets, disrupting deal-making, and affecting portfolio companies across various sectors.

Leveraged Buyouts 52

Leveraged Buyouts Private Equity Firms Private Equity Firms Buyout 52

The Motley Fool

OCTOBER 11, 2024

We believe the continued path of central bank normalization will support sustained inflows across bond funds, ETFs, and institutional accounts. Sales, asset, and account expense increased 6% compared to a year ago, driven by higher direct fund expense. active fixed income mutual funds. to 1 full basis point.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

JULY 24, 2024

I would now like to turn the conference over to Reuben Treatman, senior director of corporate finance. Reuben Treatman -- Director, Corporate Finance Thank you. As mentioned on prior calls, free cash flow after the dividend for 2024 is approximately $100 million on an annualized basis. Please go ahead, Reuben. Thanks so much.

Debt 130

Debt Capital Assets Asset Management 130

The Motley Fool

FEBRUARY 15, 2024

Revenues benefited from a stronger gain on sale margin compared to the same quarter last year due to the mix of transaction activity that was weighted more heavily toward agency financing volume this quarter. These are global firms and domestic firms, services firms and specialty finance firms, lenders, and technology companies.

Debt 100

Debt Finance Financing Banks 100

Axial

OCTOBER 26, 2023

Technology ranked 4th in deal flow but had the highest average pursuit rate, 8.76%, of all sectors. See below for the full Q3 deal activity overview on the Axial platform, and for a more detailed breakdown by industry, check out The SMB M&A Pipeline: Q3 2023.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

JULY 26, 2023

Operator instructions] I would now like to pass the conference over to your host, Hannah True, manager finance and corporate strategy. Hannah True -- Manager of Finance, Corporate Secretary Thank you, operator, and good morning, everyone. We have 300 million left to fund, and we project annualized NOI of 40 million upon stabilization.

Prospects 130

Prospects Debt Law Firms Banks 130

Pension Pulse

JANUARY 12, 2024

is shaking up the top ranks of management, creating a new global product strategy group led by Stephen Cohen that will latch onto the global growth of exchange-traded funds and combine active and index strategies. Silla Brush of Bloomberg reports BlackRock names Cohen, Lord to top posts, Ramji to step down: BlackRock Inc.

Pension Funds 59

Pension Funds Debt Exchange-Traded Funds Assets 59

The Motley Fool

OCTOBER 23, 2024

Operator instructions] I will now turn the conference over to Reuben Treatman, senior director of corporate finance. Reuben Treatman -- Director, Corporate Finance Thank you. This provides us with $925 million of hedged capital to fund investment activity into 2025. Please go ahead, Reuben. During the quarter, we sold over 6.6

Debt 130

Debt Capital Leveraging Assets 130

Axial

JUNE 6, 2023

Ability To Finance Deals The surveyed Independent Sponsors unanimously agreed that the ability to finance deals is critical for success due to the historic concerns associated with it. Family Office and SBIC Investment Funds rank in the top 3 sources of equity financing for Independent Sponsor deals.

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Finance 52