Private Equity Insights

NOVEMBER 28, 2023

Pantheon’s deep expertise in private equity secondaries attracted investments from a wide range of new and existing clients. PGSF VII follows Pantheon’s established secondaries strategy and builds on the firm’s pioneering track record in the segment, dating back to the firm’s first private equity secondaries investments in 1988.

Funds 130

Funds Deal Flow Financing Finance 130

Axial

JUNE 20, 2024

Industrials has always been a leading industry for deal flow on the Axial platform, and Q1 of 2024 was no exception. Last quarter, the number of deals marketed in the industrials space on Axial was the highest it’s been since mid-year 2022, and it held fast (by more than 30%!)

Mergers and Acquisitions 97

Mergers and Acquisitions Deal Flow Investors Investment Banking 97

Private Equity Wire

AUGUST 9, 2024

The H1 2024 Buyout Highlights reports reveal that in the US, buyouts surged to $146bn from $108bn in H1 2023, led by Truist Insurance’s $12.3bn acquisition by Stone Point Capital, Clayton Dubilier & Rice, and Mubadala Investment.

Buyout 87

Buyout Deal Flow Leveraging Stakes 87

The Motley Fool

SEPTEMBER 24, 2024

AI in the defense industry is an enormous opportunity There are many sophisticated use cases for defense companies and militaries alike when it comes to leverage AI. This should further accelerate Palantir's deal flow in the public sector, specifically as it pertains to use cases in the defense landscape. ai and BigBear.ai.

Deal Flow 130

Deal Flow Leveraging Returns Companies 130

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

Private Equity Wire

OCTOBER 25, 2024

International financial services provider Investec Bank’s (Investec) Alternative Investment Management business (IAIM) has entered a strategic partnership with award-winning sustainability services provider Holtara, part of the Apex Group.

Deal Flow 75

Deal Flow Leveraging Financial Services Financing 75

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.

Financing 130

Financing Finance High Net Worth Individuals Pension Funds 130

This is going to be BIG.

MAY 16, 2024

Articulation of a focus area accomplishes a few critical things for an investor: Inbound content marketing for deal flow—because you want your brand to get you on a founder’s list of smart people to talk to, especially if you don’t think the brand of your firm and your position within that firm will guarantee you all the best deals.

Deal Flow 97

Deal Flow Leveraging Venture Capital Capital 97

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 80

Leveraged Buyouts Debt Buyout Deal Flow 80

Private Equity Wire

FEBRUARY 26, 2024

The opportunistic credit team will build on the work of the special opportunities strategy and leverage the experience and direct origination network across the firm’s leading global credit platform. The team has around 30 dedicated investment professionals in the US and the UK.

Deal Flow 72

Deal Flow Leveraging Public Companies Debt 72

The Motley Fool

FEBRUARY 23, 2024

Joining me today with prepared comments are Dwayne Hyzak, chief executive officer; David Magdol, president and chief investment officer; and Jesse Morris, chief financial officer and chief operating officer. Should you invest $1,000 in Main Street Capital right now?

Capital 130

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

Private Equity Wire

DECEMBER 28, 2023

ESG thinking is already being integrated into investment deals, but with 2023 having allowed the opportunity to reflect, there has been a definite move in preference towards stripping properties down to integrate ESG strategies, rather than building from scratch. When that happens, there will be competition for investment.

Assets 85

Assets Deal Flow Leveraging Financial Services 85

The Motley Fool

AUGUST 4, 2023

Joining me today with prepared comments are Dwayne Hyzak, chief executive officer; David Magdol, president and chief investment officer; and Jesse Morris, chief financial officer and chief operating officer. Main Street issued a press release yesterday afternoon that details the company's second quarter financial and operating results.

Capital 147

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

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) 245

Securities and Exchange Commission (SEC) Deal Flow Liabilities Companies 245

Udu

MAY 30, 2023

Features like private equity deal flow, valuation capabilities, and analysis tools are key for identifying and landing lucrative opportunities. Smaller private equity firms or those with limited resources may hesitate to make such investments, particularly if they perceive their existing systems and processes to be adequate.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investing Leveraging 52

The Motley Fool

JULY 14, 2023

We deliver durable long-term investment performance by executing on alpha opportunities, sourcing unique deals, and managing risk. The foundation of a market-leading asset management platform is comprehensive, high-quality investment products with strong long-term investment performance. Operating income of 1.7

Asset Management 130

Asset Management Assets Banks Debt 130

Udu

MAY 31, 2023

The war in Europe, supply chain disruptions, and rising inflation are just some of the private equity problems that have caused investors to move from riskier investments to safer havens. This will bring about intense competition among firms for the best deals and may lead to a seller’s market.

Leveraged Buyouts 52

Leveraged Buyouts Private Equity Firms Private Equity Firms Buyout 52

The Motley Fool

APRIL 24, 2024

Should you invest $1,000 in Agree Realty right now? While the net lease transaction market continues to sort itself out, our team is doing a tremendous job leveraging our relationships and uncovering unique opportunities. Investment-grade retailers accounted for 64% of the annualized base rents acquired.

Debt 130

Debt Leveraging Capital Financing 130

Private Equity Wire

DECEMBER 3, 2024

In an industry where sensitive financial information, proprietary investment strategies, and client data are critical, firms must be cautious when using AI systems that handle large-scale data ingestion and processing. This is where AI, and particularly the integration of LLMs with RAG, is making a real impact.

Due Diligence 74

Due Diligence Consulting Consultants Leveraging 74

Udu

APRIL 21, 2023

Firms are increasingly looking to private equity deal sourcing platform solutions to help them make informed investments and secure the best deals. And because PE firms tend to look at 80 investment possibilities for every 1 investment , having a strategic method for sourcing deals is essential.

Deal Origination 40

Deal Origination Due Diligence Angel Investors Deal Flow 40

The Motley Fool

OCTOBER 11, 2024

Should you invest $1,000 in BlackRock right now? if you invested $1,000 at the time of our recommendation, you’d have $826,130 !* It aims to realize the enormous investment potential of infrastructure to support AI innovation, and it's just the first proof point of the growth synergies we can create together.

Assets 130

Assets Leveraging Mergers and Acquisitions Capital 130

Pension Pulse

JANUARY 10, 2024

With this context as a backdrop, we chatted with Andrew Edgell, Senior Managing Director & Global Head of Credit Investments at CPP Investments about how he sees private debt faring in the credit cycle ahead. I’d say on balance, the leveraged space and the economy generally have been trending better than one might have expected.

Debt 59

Debt Investing Banks Private Equity Firms 59

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

The Motley Fool

FEBRUARY 29, 2024

Should you invest $1,000 in Elastic right now? Turning to the broad trends we saw this quarter, as I met with customers around the globe, I saw a strong desire to leverage AI to improve business processes and elevate customer experiences. We also exceeded our profitability guidance with a non-GAAP operating margin of 13%.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Deal Flow Professional Services 130

SuperAngel.Fund

OCTOBER 27, 2023

In Q3 we made 12 investments with a median check size of $50k and post-money valuation of $13m. Our investments were spread across Consumer (5), eCommerce SaaS (6), and Future of Work (1). across 146 investments into 101 companies. across 25 investments into 16 companies. unrealized IRR and 1.23x gross multiple.

Venture Capital 64

Venture Capital Deal Flow Startups Due Diligence 64

The Motley Fool

OCTOBER 23, 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: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $21,365 !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $44,619 !*

Capital 130

Capital Debt Leveraging Assets 130

The Motley Fool

NOVEMBER 7, 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: Amazon: if you invested $1,000 when we doubled down in 2010, you’d have $23,324 !* Apple: if you invested $1,000 when we doubled down in 2008, you’d have $42,133 !*

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Accounting Debt 130

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 Financing Finance 52

Pension Pulse

JULY 3, 2024

Sarah Rundell of Top1000funds reports AIMCo talks total portfolio approach, private credit, and risk: Alberta Investment Management Corporation, AIMCo, the $160 billion asset manager for pensions, endowments and insurance groups in Canada’s western province, is developing a total portfolio approach in private assets. AI is just one example.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

The Motley Fool

FEBRUARY 5, 2024

Should you invest $1,000 in Varonis Systems right now? At that time, we talked about how we have invested heavily for years to build a world-class cloud-native SaaS offering, which allows our customers to secure their data automatically. and Varonis Systems wasn't one of them. And SaaS is easier to maintain an upgrade.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Capital Companies 130

The Motley Fool

NOVEMBER 9, 2023

Net investment income was $0.49 We ended the quarter with total portfolio investments of $12.9 In terms of deployment, we continue to largely match originations with repayments to maintain a fully invested portfolio. billion, and we ended the quarter with net leverage of 1.13 billion, outstanding debt of $7.1

Capital 100

Capital Private Equity Firms Private Equity Firms Leveraging 100

The Motley Fool

AUGUST 29, 2024

Should you invest $1,000 in Elastic right now? if you invested $1,000 at the time of our recommendation, you’d have $769,685 !* As an example, in Q1, a leading sales enablement software company signed an expanded deal to use Elastic to incorporate GenAI across its platform. Consider when Nvidia made this list on April 15, 2005.

Securities and Exchange Commission (SEC) 130

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

SuperAngel.Fund

JANUARY 19, 2024

During the quarter we made 13 investments with a median check size of $25k and post-money valuation of $16m. Our investments were spread across Consumer (8), eCommerce SaaS (4), and Future of Work (1). across 159 investments into 107 companies. across 25 investments into 16 companies. which represents a 11.8%

Startups 69

Startups Due Diligence Deal Flow Angel Investors 69

Udu

APRIL 16, 2023

There’s never been a more lucrative time for private equity (PE) firms to find and invest in businesses. This is usually done via direct contact with professionals such as investment bankers, venture capitalists, lawyers, accountants, and advisors who have a broad network of business owners. That’s a modest rise from 8.1%

Private Equity Firms 40

Private Equity Firms Private Equity Firms High Net Worth Individuals Deal Flow 40

The Motley Fool

OCTOBER 17, 2024

Should you invest $1,000 in Blackstone right now? if you invested $1,000 at the time of our recommendation, you’d have $831,707 !* On previous calls, we've provided updates on our data center investments. We do not undertake any duty to update these statements. Consider when Nvidia made this list on April 15, 2005.

Debt 130

Debt Management Fees Capital Assets 130

Insight Partners

SEPTEMBER 9, 2024

RA Capital Management led the investment, with participation from existing investors Insight Partners, NVentures (NVIDIA’s venture capital arm), and Gaingels. By understanding and leveraging these dynamic properties, we can intervene positively within the natural context of the cell and the body.” About Superluminal Medicines Inc.

Deal Flow 52

Deal Flow Startups Venture Capital Financing 52

The Motley Fool

AUGUST 29, 2024

Should you invest $1,000 in Domo right now? if you invested $1,000 at the time of our recommendation, you’d have $769,685 !* Domo was founded to help organizations leverage their data more effectively. This represents a completely new source of deal flow. Consider when Nvidia made this list on April 15, 2005.

Leveraging 130

Leveraging Debt Deal Flow Financing 130