Private Equity Wire

JANUARY 26, 2024

In a statement, Blair Faulstich, Head of US Private Debt at BSP, said: “The private credit asset class has been established as an integral part of the leveraged finance ecosystem and as an all-weather allocation for institutional investors’ portfolios.

Funds 98

Funds Deal Flow Debt Asset Management 98

Private Equity Wire

OCTOBER 25, 2024

IAIM leverages the origination and proprietary deal flow capabilities of Investec’s franchises to deliver private market investment solutions for investors. According to a press statement, the partnership will seek to accelerate Investec’s sustainability progress, with a particular focus on enhancing data capture and evaluation.

Deal Flow 90

Deal Flow Leveraging Financing Finance 90

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

Private Equity Insights

OCTOBER 23, 2023

The combination of BMO’s broad investment banking platform and OHA’s private credit expertise has delivered enhanced deal flow and financing flexibility while adding value for borrowers and private equity sponsors. Harrington will continue to operate as a standalone company and be led by its current management team.

Financing 130

Financing Finance High Net Worth Individuals Collateral 130

The Motley Fool

AUGUST 4, 2023

Please note that certain information discussed on this call, including information related to portfolio companies, was derived from third-party sources and has not been independently verified. Main Street defined ROE as the net increase in net assets resulting from operations divided by the average quarterly total net assets.

Capital 147

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

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.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

The Motley Fool

FEBRUARY 23, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. The 10 stocks that made the cut could produce monster returns in the coming years. And now, I'll turn the call over to Main Street's CEO, Dwayne Hyzak.

Capital 130

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

Private Equity Wire

FEBRUARY 26, 2024

According to a press statement, moving the strategy to the credit group is expected to enable greater collaboration across the Ares platform, enhancing benefits to Ares’s LPs, sponsor partners and portfolio companies.

Deal Flow 75

Deal Flow Leveraging Public Companies Debt 75

Private Equity Wire

DECEMBER 28, 2023

Generally, with no leverage and difficulties in refinancing, Real Asset deals of real significance have been hard to push through which has given investors an opportunity for a period of self-reflection. PEW: What are the primary challenges your firm and your clients are facing and what is critical to these being overcome?

Assets 95

Assets Deal Flow Leveraging Financial Services 95

The Motley Fool

JULY 14, 2023

Investors and asset owners choose portfolio goals, and BlackRock enables them through our investment products and solutions. We bring together the entire firm to combine investment technology and portfolio servicing capabilities to meet client's specific business needs. This is BlackRock's platform as a service in action.

Asset Management 130

Asset Management Assets Banks Debt 130

The Motley Fool

OCTOBER 11, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. BlackRock manages more than $300 billion of assets across model portfolios and separately managed accounts for wealth managers.

Assets 130

Assets Leveraging Mergers and Acquisitions Mutual Funds 130

The Motley Fool

MAY 3, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Importantly and atypically, over half of our Q1 debt brokerage deal flow was on non-multifamily assets in retail, hospitality, industrial, and office.

Debt 130

Debt Banks Assets Capital 130

The Motley Fool

NOVEMBER 9, 2023

When I joined Walker in Dunlop in 2003, I looked at the consistent revenues generated by the company's $4 billion loan servicing portfolio and said to myself, "More of that." And that strategy has worked, resulting in negligible credit defaults, allowing us to fully benefit from our servicing and asset management cash flows.

Asset Management 100

Asset Management Deal Flow Assets Financing 100

The Motley Fool

OCTOBER 23, 2024

Before running through our standard update, I'd like to take a step back to provide our perspective on the current state of the market and how we have taken steps to proactively fortify our balance sheet and portfolio. At quarter end, leverage stood at just 3.6 In this dynamic environment? times pro forma net debt to recurring EBITDA.

Debt 130

Debt Capital Leveraging Assets 130

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. The company assumes no obligation to update any forward-looking statements.

Capital 100

Capital Private Equity Firms Private Equity Firms Leveraging 100

The Motley Fool

JANUARY 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. At BlackRock, our business is to serve clients with excellence and help them design portfolios for the future. They deliver clients scale.

Assets 130

Assets Shareholders Asset Management Capital 130

SuperAngel.Fund

OCTOBER 27, 2023

It is what drives our deal flow, information advantage, ability to support our network, and more. Blog & Other Updates Featured portfolio company, Settle, in our ‘Founder Friday’ newsletter Celebrated 3 portfolio companies listed in the Inc. I care about the success of my business (e.g.

Venture Capital 64

Venture Capital Startups Deal Flow Due Diligence 64

Pension Pulse

MAY 14, 2024

CLO equity — a small slice of the resurgent market for CLOs that bundle leveraged loans into bonds with varying safety ratings — is actually a form of deeply subordinated debt. billion in assets, said the attraction of low default rates for leveraged loans, estimated at 1.5%-2% and CVC Credit Partners, to raise at least $3.1

Pension Funds 59

Pension Funds Collateral Funds Hedge Funds 59

The Motley Fool

NOVEMBER 7, 2024

The combination of strong growth and operating margin expansion a material reduction in SBC and the return of capital via buybacks has driven a 56% year-over-year increase in free cash flow per share this quarter. They are, one, solidifying our UCaaS leadership by infusing AI across our entire portfolio among other initiatives.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Accounting Debt 130

The Motley Fool

APRIL 12, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. They continue to consolidate more of their portfolios with us, which is driving our growth premium. Clients choose BlackRock for performance.

Performance Fees 130

Performance Fees Assets Shareholders Leveraging 130

Udu

MAY 30, 2023

Features like private equity deal flow, valuation capabilities, and analysis tools are key for identifying and landing lucrative opportunities. Here are several reasons why: Data security concerns: PE firms handle sensitive financial and operational data for their portfolio companies and investors.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investing Deal Flow 52

SuperAngel.Fund

JANUARY 19, 2024

If I am doing my job right the first time in “picking winners”, at least for a few subsequent rounds, our best deal flow should come from our existing portfolio. Blog Updates During the quarter we featured four of our portfolio companies in the ‘ Founder Friday’ newsletter series. since 2019.

Startups 69

Startups Due Diligence Angel Investors Deal Flow 69

The Motley Fool

NOVEMBER 6, 2024

The next 24 months will be critical for us as we target leasing of select current vacant, temporary lease spaces and former Forever 21 and Express space in our Fortress and Steady Eddy portfolio. Most importantly, throughout the portfolio, traffic is back to our 2019 pre-COVID levels. Regarding holiday. range versus last year.

Debt 130

Debt Assets Portfolios Leveraging 130

Udu

APRIL 21, 2023

These platforms can help you quickly identify potential investments that meet your criteria and provide due diligence services to ensure the deal is viable. Outbound Platforms Outbound platforms specialize in marketing a firm’s portfolio companies to potential acquirers.

Deal Origination 40

Deal Origination Due Diligence Angel Investors Deal Flow 40

Udu

APRIL 16, 2023

This guide to private equity will provide an overview of the various methods used to source deals , the players involved in the process, and innovative technology for deal sourcing that private equity firms use to gain a competitive edge. How Do Private Equity Firms Source Deals? Leverage Technology Finally, leverage technology.

Private Equity Firms 40

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

Udu

MAY 31, 2023

While managing current portfolios and engaging with investors can eat up the majority of a firm’s time, it’s equally important to stay up-to-date on private equity industry trends. 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

Insight Partners

SEPTEMBER 9, 2024

By understanding and leveraging these dynamic properties, we can intervene positively within the natural context of the cell and the body.” Insight Partners has invested in more than 800 companies worldwide and has seen over 55 portfolio companies achieve an IPO.

Startups 52

Startups Deal Flow Venture Capital Financing 52

The Motley Fool

AUGUST 29, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. As an example, in Q1, a leading sales enablement software company signed an expanded deal to use Elastic to incorporate GenAI across its platform.

Securities and Exchange Commission (SEC) 130

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

The Motley Fool

FEBRUARY 15, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. These deals remain in our portfolio, and we expect to dispose of the assets when market conditions become more favorable.

Debt 100

Debt Financing Finance Banks 100

The Motley Fool

FEBRUARY 5, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Instead, our teams will leverage behavioral analysis, machine-learning operations, and our unique metadata telemetry to protect them.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Capital Companies 130

The Motley Fool

AUGUST 29, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Domo was founded to help organizations leverage their data more effectively. This represents a completely new source of deal flow.

Leveraging 130

Leveraging Debt Finance Financing 130

SuperAngel.Fund

APRIL 21, 2023

As always, the fund has a strong pipeline for new investments and will continue to monitor follow-on or secondary opportunities into existing portfolio companies that show breakout success/growth metrics. This is work I love, and what I feel is needed to deliver above market returns over an extended period of time. Why am I receiving this?

Venture Capital 52

Venture Capital Banks Deal Flow Leveraging 52

Private Equity Wire

JUNE 27, 2023

A new survey of investors and deal advisers conducted by Private Equity Wire found high asset prices were the number one challenge when considering tech firms.

Buyout 52

Buyout Bidding Leveraging Deal Flow 52

The Motley Fool

MAY 30, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. We believe that in time, every organization, big and small, will leverage the power of AI to transform their businesses.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) High Net Worth Individuals Leveraging Banks 130

The Motley Fool

OCTOBER 31, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. You guys have a broader solution portfolio, and that's going to help NRR expand. Consider when Nvidia made this list on April 15, 2005.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Shareholders Conglomerates Leveraging 130

The Motley Fool

AUGUST 2, 2023

What was once solely a manager of mortgage servicing rights when the company was formed in 2013, Rithm has grown into a platform with a diverse and opportunistic portfolio that includes operating companies and a large investment portfolio. As we look forward, deal flow is significant. Along the way, we've distributed $4.7

Capital 100

Capital Asset Management Assets Shareholders 100

Axial

FEBRUARY 27, 2024

We invest a minimum of 50% equity into the capital structure of each portfolio company, providing the flexibility to create value through operational improvements, professional management practices, global capabilities and profitable business growth, versus financial engineering. Source Capital has offices in Atlanta and San Francisco.”

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Mergers and Acquisitions 59