Private Equity Insights

FEBRUARY 9, 2024

Investors include two Asia Pacific sovereign wealth funds, pension funds, insurance companies, family offices and high net worth individuals, according to Ares, without identifying them. The new fund comprises around A$850 million from investors and the balance in loans from Sumitomo Mitsui Banking Corp. has raised A$2.6

Leveraged Buyouts 130

Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 130

The Motley Fool

JUNE 19, 2023

Discover: These personal loans are best for debt consolidation More: Prequalify for a personal loan without impacting your credit score What is private credit? Private credit is a type of lending that uses private capital instead of banks to provide financing to companies or individuals. How does private credit work?

Assets 147

Assets High Net Worth Individuals Finance Financing 147

Private Equity Insights

OCTOBER 19, 2023

Fund VI secured limited partner commitments from a diversified global investor base of family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners.

High Net Worth Individuals 130

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 130

The Motley Fool

NOVEMBER 22, 2024

That's something high-net-worth individuals certainly live by. Having three to six months of living expenses socked away in a high-interest savings account cushions you against the unexpected. It can help you avoid taking on high-interest debt, reduce stress, and free you up to invest with a long-term perspective.

Banks 130

Banks High Net Worth Individuals Debt Accounting 130

Private Equity Insights

OCTOBER 19, 2023

The Fund received strong support from a diverse group of both new and existing investors globally, including public pension plans, sovereign wealth funds, insurance companies, financial institutions, endowments, private wealth and fintech platforms, family offices and high-net-worth individual investors.

High Net Worth Individuals 130

High Net Worth Individuals Funds Financial Institutions Debt 130

Private Equity Insights

DECEMBER 15, 2023

Fund VI also welcomed a significant number of new high-net-worth individuals to the firm. read more Blackstone, Rialto, and CPP Acquire $1.2bn Stake in Signature Bank’s CRE Debt The Federal Deposit Insurance Corp. have joined a loan deal for Silver Lake. sold a 20% equity stake in the failed Signature Bank's.

High Net Worth Individuals 130

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 130

Private Equity Wire

AUGUST 2, 2024

The new investment manager will focus on a wide array of private market assets, including private equity, infrastructure, real estate, and private debt.

High Net Worth Individuals 92

High Net Worth Individuals Pension Funds Investing Leveraging 92

FinSMEs

MAY 7, 2024

Backers included Villgro Innovation Foundation, Caspian, RevX, and Venture Garage (with a group of Ultra High Net Worth Individuals as investors), marking a strategic combination of debt and equity financing. in pre-IPO funding. in Pre-IPO Funding appeared first on FinSMEs.

High Net Worth Individuals 64

High Net Worth Individuals Startups Funds Debt 64

Private Equity Insights

OCTOBER 5, 2023

The oversubscribed fund received strong support from both new and existing investors comprising a broad range of leading global institutions, including public and private pension plans, asset managers, financial institutions, insurance companies, fund-of-funds, endowments and foundations, family offices and high net worth individuals.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

The Motley Fool

JANUARY 2, 2024

It has sold stakes in several operating data centers to raise cash to fund new developments and repay debt. The company also sees strong growth tailwinds for insurance solutions and private wealth as more high-net-worth individuals increase their allocations to alternative investments.

High Net Worth Individuals 130

High Net Worth Individuals Stakes Asset Management Assets 130

Sara Grillo

MAY 24, 2024

High net worth individuals hire me for various reasons, but the thing I’m best at as a financial advisor is helping my clients structure a financial plan after an unexpected transition such as divorce.” Know what you debt, and clearly express how this can help the world – in one sentence.

High Net Worth Individuals 52

High Net Worth Individuals Consultants Consulting Prospects 52

Tobias Financial

SEPTEMBER 29, 2022

Life Insurance may be necessary depending on your particular financial situation, whether that be income replacement, debt payoff, or liquidity for an estate tax event. High net worth individuals with taxable estates. Consider life events. Birth of a child. Home purchase. Special situations. Special needs child.

High Net Worth Individuals 52

High Net Worth Individuals Education Taxes Debt 52

Pension Pulse

JUNE 14, 2024

The venture will continue to address the growing need for preferred equity at an attractive cost of capital in a challenging debt capital market environment.

High Net Worth Individuals 59

High Net Worth Individuals Private Equity Firms Private Equity Firms Leveraging 59

The Motley Fool

AUGUST 5, 2023

Motley Fool contributor Matt Frankel interviews Walker & Dunlop CEO Willy Walker on commercial real estate debt and the challenges facing multifamily housing development. Inside of commercial real estate, if you think about the amount of debt that's outstanding in the commercial real estate industry, the number is about $4.4

Banks 130

Banks Debt High Net Worth Individuals Taxes 130

The Motley Fool

FEBRUARY 14, 2024

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. In addition, we have no material debt maturities until 2028 and pro forma net debt to EBITDA stood at just 4.3 times at year-end.

Debt 130

Debt Banks Capital Leveraging 130

The Motley Fool

OCTOBER 21, 2024

Ricky Mulvey: Not the deal making, not the debt pay down. Ricky Mulvey: Schwab getting some trading action, Schwab paying down, it's debt. You're seeing more companies being willing to issue debt. Companies are more willing to issue debt, which you need an underwriter for that debt, and that's where Goldman Sachs comes in.

Banks 130

Banks Investment Banks Investment Banking Mergers and Acquisitions 130

Walkner Condon Financial Advisors

NOVEMBER 1, 2023

This method, analogous to “bowling with bumpers,” is found in the realm of Structured Investments, previously accessible only to ultra-high-net-worth individuals and institutional investors. When structured notes are created, they represent senior secured debt issued by the bank underwriting the note.

High Net Worth Individuals 52

High Net Worth Individuals Investment Horizon Investing Banks 52

Axial

NOVEMBER 26, 2024

Potential buyers fall into two primary categories: → Financial Buyers : These include private equity firms (also known as “financial sponsors”), independent sponsors (or “fundless sponsors”), family offices, search funds, and high-net-worth individuals.

High Net Worth Individuals 40

High Net Worth Individuals Accredited Investors Investment Horizon Private Equity Firms 40

The Motley Fool

FEBRUARY 8, 2024

billion in debt was at fixed rates and our net funded debt to annualized adjusted normalized EBITDA was 4.96 He is a high net worth and the investment was actually to allow him to make an investment in another company that he privately owns, and so it falls outside of any relationship we have in this world – in the SNF world.

Investors 130

Investors Assets Banks Capital 130

The Motley Fool

APRIL 24, 2024

We have a little over $200 million left to fund on our development pipeline and no consolidated debt maturities until May of 2026. It's -- all the buildings that have got maturing debt that we're targeting those buildings because of the capital that we can invest in the TIs and commissions that we can pay. And there's local banks.

Prospects 130

Prospects Assets Banks Capital 130

Sara Grillo

DECEMBER 12, 2022

Matt has over 10 years of investment experience, including a highly technical background in private equity backed transactions and corporate debt restructurings. Matt founded Exhale Wealth Management to provide comprehensive financial planning to individuals with complex lives, most notably technology employees with equity compensation.

Consultants 52

Consultants Consulting High Net Worth Individuals Taxes 52

Pension Pulse

SEPTEMBER 6, 2023

If "private funds" - in the SEC's terminology - were truly private, then what ultra high net worth individuals and private foundations do with their own money is no one's business but their own. Canada's large pension funds issue debt and get rated by the rating agencies. I will likely have to revisit this comment.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Axial

JULY 27, 2023

Our team has advised on over $2 billion of successful transactions with private equity firms, high net-worth individuals, and public companies. We advise Quebec business owners and entrepreneurs on their financial transactions (sell-side mandate, MBO & debt advisory).

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

Axial

MAY 4, 2023

Whether owners are looking to sell a business, buy a business or raise debt or equity, SDR is committed to helping them succeed.” Our team has advised on over $2 billion of successful transactions with private equity firms, high net-worth individuals, and public companies.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Big Picture

MAY 9, 2023

So I went from being a publishing high yield research analyst to a distressed debt analyst and investor. SALISBURY: The high yield bonds quickly went to zero and then you’re buying the bank loans at discounted prices. And then I was the beneficiary of the TMT bubble bursting in 2001. RITHOLTZ: They just became distressed.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Big Picture

JULY 2, 2024

00:31:57 [Speaker Changed] And we briefly discussed competitors, but it sounds like it’s deep pocketed, high net worth individuals and some multi-Strat funds that sort of do this on the side. So it’s debt in possession financing, accounts receivable, and then litigation finance. Of existing companies.

Legal 59

Legal Hedge Funds Finance Financing 59

Private Equity Wire

SEPTEMBER 17, 2024

US credit firm Muzinich & Co, in partnership with Asian alternative investment platform Orion3, has launched a private debt strategy focused on infrastructure and real assets to address the sector’s growing global funding shortfall, according to a report by Bloomberg.

High Net Worth Individuals 97

High Net Worth Individuals Private Equity Firms Private Equity Firms Debt 97

The Motley Fool

APRIL 24, 2024

When you add it all up, we ended the quarter with a cash balance of around $1 billion and a net debt position of $8.2 Our net interest expense in the quarter was $82 million, compared with $91 million for the same quarter last year. The reduction in interest expense was attributed to our lower debt balances.

Banks 130

Banks Capital High Net Worth Individuals Taxes 130

The Big Picture

DECEMBER 14, 2022

One, as an investor, the importance of buying super high-quality assets, putting resilient capital structures in place, having access to reserves, so that in a moment where you need to invest more capital in your transaction or where you need to, we have an opportunity, I should say, to buyback debt at a discount. Oh, you can pay?

Assets 64

Assets Mergers and Acquisitions Capital Portfolios 64

The Big Picture

FEBRUARY 5, 2025

The biggest difference for those institutions and high-net-worth individuals is taxes. So, to take an example, in the world of credit, distressed debt used to be bucketed in hedge fund strategies with quarterly liquidity. But it’s not a great match for the underlying liquidity of those debt instruments.

Hedge Funds 59

Hedge Funds Funds Taxes High Net Worth Individuals 59

The Big Picture

JANUARY 7, 2025

Over the past decade, there has been, for lack of a better word, a democratization of private equity and and private debt. And here’s the most important fact that as ultra high net worth and high net worth individuals build out their portfolios. Some markup.

Capital 52

Capital Hedge Funds Buyout Startups 52

The Big Picture

JUNE 20, 2023

That was sort of unfathomable at the time, that someone could buy a giant, publicly traded company strictly with low-cost debt. Well, first of all, the big fee that really ends up, and this is not a fee to the private equity firm, but the big problem with many of these deals is the debt interest costs, okay? MORGENSON: Absolutely.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59

Private Equity Professional

MARCH 20, 2025

Limited partners in Fund IV include endowments and foundations, family offices, public pension plans, insurance companies, outsourced chief investment officers (OCIOs), and high-net-worth individuals across North America and Europe.

High Net Worth Individuals 100

High Net Worth Individuals Funds Legal Debt 100

The Motley Fool

APRIL 6, 2025

This helps protect customers against significant losses and is typically used by high-net-worth individuals as an added layer of protection. Its policies are tailor-made for businesses or individuals and aren't subject to the strict regulatory requirements that traditional property and casualty insurers face.

High Net Worth Individuals 130

High Net Worth Individuals Liabilities Debt Financial Institutions 130