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He highlighted that leading private equity sponsors continue to turn to Invesco for flexible financing, while investors are drawn to the platforms attractive risk-adjusted returns. We are grateful to our investors for their support as we capitalise on high-quality opportunities in this expanding asset class, Kantowitz said.
But there's one important negative that has investors worried right now: Realty Income needs a lot of dealflow to grow. But that's not unique to Realty Income, and in the next few years it could actually result in increased dealflow for the REIT. Management doesn't share that concern.
Yes, as track record is a combination of dealflow and deal selection. You can show that you have dealflow, for example, by being a highly sought-after marketing advisor to top Y Combinator companies and that you’ve picked up equity options in these companies previously. Are there proxies for track record?
I think the deals with Microsoft and Oracle bode well for Palantir's chances to continue partnering with the tech sector's largest businesses. Such relationships can help strengthen Palantir's dealflow pipeline and provide many cross-selling opportunities, ultimately serving as lucrative catalysts for the company and the stock.
This can result in repeat business in the form of refinancing within the portfolio or referral-dealflow. HTGC Total Return Level data by YCharts. On top of that, the stock's five-year total return of 152% handily trounces that of the S&P 500. Consider when Nvidia made this list on April 15, 2005.
The REIT has two big catalysts ahead that should increase its dealflow and ability to finance new investment opportunities. These deals enable companies to unlock the value of their real estate while providing them with the capital they can use to repay debt, expand their operations, or fund cash returns to shareholders.
For these reasons, many investors viewed the company as a government contractor and were skeptical of its prospects beyond lumpy public sector dealflow. And yet, its current valuation has effectively returned the company back in line with historical levels despite meaningful progress on several fronts.
Does the firm have access to quality dealflow? Do the expected returns make sense, given typical entry valuations for their stage, reasonable mortality rates, potential ownership, and rational exit sizes? It really only boils down to a couple of questions--and that's how I'm going to simplify the story of my deck.
As liquidity constraints put pressure on the private equity industry, the secondaries market is expected to grow substantially over the next twelve months, with fundraising and dealflow set to expand, according to Investec’s latest Secondaries Report, Charting a Course for Further Growth.
However, the dealflows and opportunities originating from the public sector tend to be much lumpier than those from the private sector. Relying too much on government business can make forecasting revenue and cash flow difficult. The 10 stocks that made the cut could produce monster returns in the coming years.
Progressio SGR, the Italian private equity firm, is raising a new fund, Progressio Investimenti III, in response to LP demand and a doubling of proprietary dealflow over the past five years. As with previous funds, the money will predominantly be spent on proprietary deals and primary buyouts.
They''re the only ones whose job it is to meet with the founders, lawyers, technologists, corp dev folks, media, professors, and talent all at the some time, not just to look for dealflow but to improve the quality of the ecosystem these companies are going into. Their guidance and network can also make these companies better.
Are investors allowed to come into deals that the fund does side by side with the fund? This creates a source of dealflow for investors who aren’t out there full time creating opportunities. In fact, those deals are actually set up as mini-funds. Access to the partner.
We believe Pantheon’s scale, investment capacity and specialist expertise, combined with the global reach enabled by our broader private equity platform and deep industry relationships, positions us to capitalize on the opportunities we are seeing in the market and deliver strong risk-adjusted returns for our investors.”
According to a press release, the fund seeks to generate attractive risk-adjusted returns by investing primarily in privately originated, floating rate, senior secured loans, and will target private equity sponsored and non-sponsored middle market companies in North America. .
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.
IAIM leverages the origination and proprietary dealflow 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.
Well, so far, the fund is clocking in at about 64% return, compared to the NASDAQ's annualized return of about 15% over the same period--so I'd say it seems to be going in the right direction. We should be willing to go through the firehose of crappy deals in their inbox for the money we make. And does it work?
They’re trying to get exposure and diversification at the same time, while potentially seeing co-investment dealflow. They all have great networks, above market performance and some special sauce that sounds nice but you’re not 100% clear it makes sense as a way to boost returns or get access to deals.
“We aim to partner with leading automotive OEMs, battery manufacturers, and other offtake partners, in highly structured transactions that provide long-term solutions to EV supply chain challenges, all while generating robust risk-adjusted returns and benefiting the communities in which we operate,” added Toor.
I think Palantir will continue forging alliances with the tech world's biggest names, and I see these relationships as further sources of lead generation to bolster the company's dealflow. The 10 stocks that made the cut could produce monster returns in the coming years. Can Palantir stock reach $50?
It is important to keep this in perspective, however, because the goal is to target 30% to 40% of annual dealflow in the retail space, so, unlike the office exit, this portfolio shift could take three to five years to complete. The 10 stocks that made the cut could produce monster returns in the coming years.
This partner network has proven to be a good source of lead generation , as evidenced by the company's rising dealflow. ai closed 115 deals through its partner ecosystem, an increase of 62% year over year. The 10 stocks that made the cut could produce monster returns in the coming years. Another positive sign for C3.ai
For me, I have at least two years of active board and observer commitments to roll off of and far more time before all the founders I’ve backed hit (or miss, I suppose) their ultimate goal of returning lots of money to their investors. It has been a career that fits my personality well.
retail net lease sector is large, it isn't big enough to supply Realty Income with all the dealflow it needs. See 3 “Double Down” stocks » *Stock Advisor returns as of November 25, 2024 Reuben Gregg Brewer has positions in Realty Income. That's where the problem arises. Buying properties is not an easy task, and while the U.S.
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.
Teddy Kaplan, a New Mountain Managing Director and Head of New Mountain Net Lease commented, “We launched the net lease strategy at New Mountain in early 2016 seeking to utilize the firm’s analytical capabilities, industry experience, dealflow and relationships to build a differentiated net lease platform.
Some 56 new issuers across a range of industries were added to PGI Private Capital’s portfolio, and 79 existing borrower companies returned for further funding. During H1 PGI Private Capital made $5.5bm of investment-grade investments, $1.7bn of below-investment-grade investments, over $230m of mezzanine and private equity investments.
In particular, positive sentiment for the " Magnificent Seven " stocks played a major role in the Nasdaq Composite 's sizzling 43% return last year. Some short-sellers view Palantir as a glorified government contractor, given its heavy reliance on public sector dealflow. The Motley Fool has a disclosure policy.
“That hurts cash flows, that hurts exit multiples and creates uncertainty. Other private equity executives have echoed Etroy’s observations and have said they will prioritise the sale of assets so they can return cash to investors. And so the middle gets squeezed.” He added: “Some of our investors are starting to see inflows again.
As for the percent of my dealflow that is BIPOC, I would say maybe about 20% or so, but I’m honestly not sure, since I don’t intentionally look up any photos as part of the initial pitch process and not everyone includes them. This is lazy, sexist, and racist—and also stupid because it has no provable impact on dealflow quality.
To be a good VC, you're going to offer up a lot of time to companies that may never pay back a dime--or even to deals you never wind up doing. There's no magic flow of great dealflow. The return on investment for the time you put into others is extremely high--and will reap benefits for years to come.
That believe has not only translated into the most diverse portfolio run by an investor who looks like me, with over 50% of the teams including diverse founders, but also into top quartile returns in our last fund.
Flexibility: Deals here allow for more creative structuring and tailored approaches. It presents opportunities for outsized returns if you can transform an underperforming business into a high-efficiency machinebut only if you can source the deal before someone else does.
ai's partner network accounted for 72% of its dealflow, making it a valuable sales channel. The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than quadrupled the return of S&P 500 since 2002*. During its fiscal 2025 first quarter (ended July 31), C3.ai's
See 3 “Double Down” stocks » *Stock Advisor returns as of November 18, 2024 Factors that may cause such a difference include, but are not limited to, those described in the company's filings with the Securities and Exchange Commission. Ross Osborn -- Cantor Fitzgerald -- Analyst OK. we have put the U.S. And so, right now, U.S.
Learn more *Stock Advisor returns as of February 24, 2025 A reconciliation of these measures to the most directly comparable GAAP measures are included in today's earnings release and supplemental information furnished to the SEC under Form 8-K. * Netflix: if you invested $1,000 when we doubled down in 2004, youd have $533,931 !*
Articulation of a focus area accomplishes a few critical things for an investor: Inbound content marketing for dealflow—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.
Outsourced business development firms, analytical services, and dealflow advanced by independent sponsors are all in the mix. These shutdowns were relatively effective—it often meant just not returning calls or discarding letters.
The 10 stocks that made the cut could produce monster returns in the coming years. The Stock Advisor service has more than tripled the return of S&P 500 since 2002*. Importantly and atypically, over half of our Q1 debt brokerage dealflow was on non-multifamily assets in retail, hospitality, industrial, and office.
Robert Seminara, head of Europe at Apollo Global Management, has reported a noticeable rise in private equity deal activity, and is forecasting attractive returns for investors entering the market now, according to a report by Bloomberg. “We’ve been very active, deploying $2bn in Europe alone recently,” he added.
For companies that prove successful, these dynamics will greatly enhance our distributions and return profile. As an example, a favorable vintage year can yield up to a 5x return for a top performing fund, whereas an unfavorable one might deliver only a 2x return. Lower investment costs increase the potential for higher returns.
I wouldn’t want to lose an investor because they disagree with my politics—because I strongly believe I can make great returns for them by investing in impactful companies. I wouldn’t want to lose a deal because I know how hard I bust my butt for founders. But does that mean we can’t talk about it? In fact, I know it has.
See the 10 stocks *Stock Advisor returns as of August 1, 2023 We also advise you that this conference call is being broadcast live through the Internet and can be accessed on the company's home page. which was highlighted by a return on equity of 19.2% We've also continued to produce attractive returns on our asset management business.
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