Private Equity Wire

JANUARY 29, 2024

Union Square Advisors, a technology-focused investment bank, is expecting to see an increase in technology sector deal-making in 2024, with recent positive momentum continuing over the course of the year.

Private Equity Firms 105

Private Equity Firms Private Equity Firms Deal Flow Venture Capital 105

Private Equity Insights

OCTOBER 23, 2023

OHA sourced this transaction through its strategic direct lending partnership with BMO Capital Markets (“BMO”), which includes over $1bn to invest in jointly originated senior secured private credit assets. and globally. Autodistribution, Brenntag, and IMCD.

Finance 130

Finance Financing High Net Worth Individuals Collateral 130

Private Equity Wire

APRIL 30, 2024

Bryan, Garnier & Co, an investment bank for European growth companies, has launched a new team dedicated to direct secondaries within its private capital markets group. Bryan Garnier has also provided direct secondary European deal flow to institutional investors including Tiger Global, Permira, Hambro Perks and Revaia.

Deal Flow 75

Deal Flow Investment Banks Investment Banking Banks 75

Axial

MARCH 14, 2024

One item of note is that while technology was ranked only the fourth highest industry as it relates to total deal flow in Axial in 2023, deals in the tech sector had the leading pursuit rate at 8.92%.

Mergers and Acquisitions 96

Mergers and Acquisitions Investors Deal Flow Leveraging 96

Axial

AUGUST 31, 2023

Today, we’ve aggregated 10 recently published industry reports in top deal flow industries from three of our Investment Banking Partners – Bridgepoint Investment Banking , FOCUS Investment Banking , and Peakstone Group. Enjoy the reports! Selling a business in the next year?

Deal Flow 52

Deal Flow Investment Banks Investment Banking Banks 52

The Motley Fool

MAY 3, 2024

Should you invest $1,000 in Walker & Dunlop right now? The origination and servicing businesses we have built, with dramatic earnings growth and expansion cycles, and steady earnings and cash flow in down cycles, is what allows W&D to maintain our market presence and invest for the future in challenging markets.

Debt 130

Debt Banks Assets Capital 130

Axial

SEPTEMBER 26, 2024

The conversation also examines Garden City’s investment thesis, focusing on B2B nationwide services and how Michael’s team is bringing mission-aligned shareholders into the fold. Insights into the process of deal flow management and strategic acquisition.

Deal Flow 52

Deal Flow Shareholders Investment Banks Investment Banking 52

Axial

SEPTEMBER 26, 2024

Vladimir Andonov , Martis Capital – What are the biggest hurdles in closing healthcare deals in today’s market? Deal Flow & Valuations Do you anticipate that deal flow in the healthcare industry will stay the same, increase, or decrease over the next 12 months?

Deal Flow 52

Deal Flow Capital Finance Financing 52

The Motley Fool

APRIL 12, 2024

Should you invest $1,000 in Citigroup right now? We're committed to getting these right, and we look to self-fund the necessary investments to do so. Fees were up a pleasing 10% for services year over year driven by the investments we've made across our product offering, platforms, and client experience. Turning to the quarter.

Banks 130

Banks Mergers and Acquisitions Assets Investment Banking 130

The Motley Fool

JANUARY 12, 2024

billion FDIC special assessment and 743 million of net investment securities losses in corporate. Should you invest $1,000 in JPMorgan Chase right now? In banking and wealth management, revenue was up 6% year on year, reflecting higher NII on higher rates, largely offset by lower deposits with average balances down 8% year on year.

Banks 130

Banks Capital Assets Investment Banking 130

Axial

JUNE 6, 2023

According to Josh Sartisky, Partner at Marigny Investments, “Independent Sponsors are becoming a more normal course in broad processes. Limited partners are gravitating towards Independent Sponsors given their lower management fees, and the flexibility that comes with co-investing on a deal by deal basis.

Deal Origination 52

Deal Origination Boutique Investment Banks Deal Flow Finance 52

The Motley Fool

FEBRUARY 15, 2024

Should you invest $1,000 in Walker & Dunlop right now? We also expanded Zelman's investment banking capabilities into the commercial market in 2023. This was a year of persistent volatile market conditions that depressed commercial real estate investment and transaction activity.

Debt 100

Debt Finance Financing Banks 100

Trivest Partners

NOVEMBER 1, 2022

November SPOTLIGHT Mike Skaff Managing Director FIRM OVERVIEW Seneca works closely with family offices and institutional capital partners to invest in profitable businesses based in the U.S. Seneca Partners was formed in 1999 as a merchant bank, doing both investment banking and investing into privately held companies.

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 40

Trivest Partners

JULY 11, 2023

Firm Profile Based in New York, NY 25 Years of Experience Formed in 2020 Majority Investments Areas of Focus Technology/Media/Telecom Light Manufacturing Marketing Services Investment Criteria Consolidation Potential Strong Cash Flow $20-200M Revenue $3-20M EBITDA Q&A with David Acharya What’s the firm’s origin story?

Capital 40

Capital Private Equity Firms Private Equity Firms Buyout 40

The Motley Fool

NOVEMBER 21, 2024

If you’re worried you’ve already missed your chance to invest, now is the best time to buy before it’s too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, you’d have $378,269 !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $43,369 !*

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Professional Services Finance 130

The Big Picture

OCTOBER 31, 2023

 The transcript from this week’s, MiB: Michael Carmen, Co-Head, Private Investments, Wellington Management , is below. We were originally very equity heavy back in the day, and we made a lot of investments on the fixed income side. So fixed income is now a substantial percentage of our assets. 00:07:20 [Speaker Changed] Right.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

The Big Picture

JULY 2, 2024

Barry Ritholtz : So let’s just go to Cambridge and, and talk about you drop out of Harvard at the age of 20 to start an alternative investment fund. Eva Shang : So the way that litigation finance works is that it is nonrecourse, which means that if we invest in a litigation and it loses right, then we don’t get repaid.

Legal 59

Legal Hedge Funds Finance Financing 59

The Big Picture

JUNE 13, 2023

I found this to be really a fascinating conversation about approaching the world of investing from a different angle. So that was a while back, but nonetheless, I don’t know if it was love at first sight, but we got to get along pretty well, and after a few years working for investment banks, he then joined Goldman Sachs.

Banks 59

Banks Asset Management Assets Capital 59

The Big Picture

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

The Big Picture

APRIL 4, 2023

And what was fascinating about Drexel and kind of the diaspora, if you will, of that era was that we all basically went out looking to take that experience, particularly in high yield and kind of buyouts and financing, and do it at either banks or other investment banks. And they were doing mid-sized deals. KENCEL: Right.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Banks Finance 59

Private Equity Wire

NOVEMBER 28, 2024

UK sponsor-backed financing activity experienced a modest slowdown in Q3 2024, as ongoing M&A sluggishness and seasonal dynamics impacted deal flow, according to the latest data from global investment bank, Houlihan Lokey.

Leveraged Buyouts 93

Leveraged Buyouts Debt Buyout Deal Flow 93

The Motley Fool

FEBRUARY 13, 2025

If youre worried youve already missed your chance to invest, now is the best time to buy before its too late. And the numbers speak for themselves: Nvidia: if you invested $1,000 when we doubled down in 2009, youd have $340,048 !* Apple: if you invested $1,000 when we doubled down in 2008, youd have $44,908 !*

Assets 130

Assets Asset Management Finance Financing 130

The Motley Fool

AUGUST 3, 2023

In the midst of dramatically lower transaction volumes in the first half of 2023, Walker & Dunlop's countercyclical lending businesses, exemplary credit track record, and consistent servicing and asset management revenues provided us with the financial strength to continue investing in the business for long-term growth and success.

Asset Management 100

Asset Management Finance Financing Debt 100

Pension Pulse

MARCH 3, 2025

Amanda White of Top1000funds reports OMERS positions to buy, favouring North America: Only two years into the top investment job at OMERS, Ralph Berg has made his mark, dramatically re-engineering the investment programs, adjusting the geographical focus and getting ready to buy as M&A markets open up. Amanda White reports.

Buyout 52

Buyout Pension Funds Investing Assets 52

The Motley Fool

AUGUST 8, 2024

Should you invest $1,000 in Walker & Dunlop right now? if you invested $1,000 at the time of our recommendation, you’d have $606,079 !* The sentiment at the conference was that after two years of rising interest rates and limited investment activity, it is time to get active again. Investment sales volume of $1.5

Assets 130

Assets Finance Financing Debt 130

The Big Picture

NOVEMBER 4, 2024

Just an incredible track record of investing primarily in the healthcare, but also the financial technology space. You do so many interesting things, but let’s start with Oak Investment Partners. So Oak Investment Partners, very sophisticated VC platform, going back to like the late seventies, I think is when they launched.

Banks 52

Banks Startups Boutique Investment Banks Companies 52

The Big Picture

JANUARY 7, 2025

If you’re at all interested in the growth in private equity and private capital and how this sector of the investment world is changing and where it might go, I think you’ll find this to be a fascinating conversation. How did those experiences at Bridgewater and and Bren Howard affect how you look at the world of investing?

Capital 52

Capital Hedge Funds Buyout Funds 52

The Motley Fool

NOVEMBER 16, 2024

Companies have been thinking twice about acquisition pipelines Before I became a writer at The Motley Fool, I spent a decade working on M&A deals at investment banks and start-ups. Given the above, I wouldn't encourage investing in Viking stock purely based on speculation that it could get bought out for a premium.

Mergers and Acquisitions 130

Mergers and Acquisitions Companies Deal Flow Banks 130