Private Equity Professional

DECEMBER 20, 2024

In 2021, a record-setting year for M&A deal volume, buyers were often faced with expedited timelines and may not have been able to perform full due diligence. A few years later, deal parties are experiencing the effects of lax diligence (e.g., He is an active participant on the American Bar Associations M&A Committee.

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Private Equity Wire

JANUARY 13, 2025

The report found there are four trends reshaping healthcare PE: Mid-market funds innovate Mid-market healthcare funds, which have outperformed the broader market, continue to innovate and maintain buyout activity and exits since 2020. These funds raised around $59bn since 2022, a 40% increase from the previous three years.

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Due Diligence Buyout Public Companies Assets 96

Private Equity Wire

JANUARY 23, 2025

Insignia has granted both Bain Capital and CC Capital limited access to select non-public information on a non-exclusive basis, however, the company has also cautioned that granting due diligence does not guarantee a binding or board-approved offer.

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Bidding Due Diligence Capital Buyout 92

Private Equity Wire

NOVEMBER 20, 2024

Arc’s AI platform automates these tasks, allowing funds to keep pace with rising demand. By integrating data from multiple sources — including proprietary information, public data, and lender-specific deal histories — AI Analyst simplifies underwriting and due diligence without sacrificing precision.

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Due Diligence Private Companies Debt Capital 97

Private Equity Wire

DECEMBER 11, 2024

Pacific Avenue is currently investing from its first institutional fund, Pacific Avenue Fund I (Fund I), which closed in April 2023. Pacific Avenue is currently investing from its first institutional fund, Pacific Avenue Fund I (Fund I), which closed in April 2023.

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Due Diligence Private Equity Firms Private Equity Firms Assets 97

Top 1000 Funds

MAY 5, 2024

Asset owners who assess their outsourced fund managers are facing mounting challenges that mean emerging tools, such as AI, are key to successful operational due diligence. Top1000funds.com takes a closer look at the responsibilities and skillsets of those conducting ODD and why its core to a successful investment function.

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The Motley Fool

DECEMBER 3, 2024

In case you missed it, institutional funds recently disclosed their latest equity holdings for the third quarter of the year in their 13F forms filed with the Securities and Exchange Commission (SEC). The SEC requires funds managing more than $100 million in assets to file these forms within 45 business days after the close of each quarter.

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Securities and Exchange Commission (SEC) Due Diligence Companies Stock Exchanges 241

Private Equity Insights

DECEMBER 14, 2023

The three sources said Tata has held talks with Rare Rabbit and is conducting due diligence after issuing a term sheet to invest up to $40m to grab a stake in the niche fashion brand that sells men’s shirts and other apparel. Rare Rabbit founder Manish Poddar and Tata Capital declined to comment. A91 declined to comment.

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Stakes Due Diligence Capital Conglomerates 244

The Motley Fool

SEPTEMBER 25, 2023

Finally, reverse mortgage scams abound, so you'll need to do your due diligence if you're considering going this route. If not, it'll be on you to sell your home and move. And if you pass away before your spouse, they may or may not be able to remain in the home.

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The Motley Fool

AUGUST 28, 2023

ARK Innovation ETF (NYSEMKT: ARKK) is a popular exchange-traded fund (ETF) led by innovation guru Cathie Wood. Since inception, the fund has delivered impressive returns of over 121%, although its performance has lagged the benchmark S&P 500 index over this period. Why is ARK Innovation ETF a fund to avoid?

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Due Diligence Exchange-Traded Funds Funds Returns 246

The Motley Fool

MARCH 28, 2025

To support its efforts at facilitating improvements in the lives of people around the world, the foundation, which has provided more than $77 billion in funding from its inception through 2023, manages the Bill & Melinda Gates Foundation Trust, which is currently valued at around $42 billion.

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Portfolios Due Diligence Stakes Returns 246

The Motley Fool

FEBRUARY 28, 2024

That's to be expected, as investment continues to surge into the recently listed spot Bitcoin exchange-traded funds (ETFs). Crypto news and analysis site Coindesk.com reported on Wednesday that traditional white-shoe investment bank Morgan Stanley was conducting due diligence on offering its own.

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Due Diligence Exchange-Traded Funds Financing Finance 246

Diamond Consultants

SEPTEMBER 20, 2022

When the thought of making a move “gets real,” there’s another level of due diligence that advisors should embark upon. Most advisors consider the process of due diligence to be a disruptive and cumbersome ritual of “meet and greet.” So, what’s “strategic due diligence”? firm-specific feeder funds).

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Due Diligence Fee Structure Mutual Funds Leveraging 52

The Motley Fool

MAY 25, 2024

Unlike a 401(k) , a Roth IRA gives you the flexibility to invest in all types of assets, including exchange-traded funds and individual stocks. However, whatever you invest in, it's important to do your research and due diligence to ensure your investments align with your goals.

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Due Diligence Exchange-Traded Funds Investing Taxes 246

The Motley Fool

MAY 26, 2024

The recent approval of spot Bitcoin exchange-traded funds (ETFs) will amplify this understanding, as these ETFs simplify the process for investors to gain exposure to Bitcoin. These include pension funds, retirement plans, sovereign wealth funds, and hedge funds, among others.

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Hedge Funds Due Diligence Exchange-Traded Funds Pension Funds 246

The Motley Fool

OCTOBER 20, 2024

The federal funds rate influences bond yields, although most yields do not move solely based on the federal funds rate. But thinking about and being open to opposing views -- and then doing your own due diligence -- is what makes a good investor. The motive of institutional investors is not always entirely clear.

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Due Diligence Investors Debt Capital 246

Axial

OCTOBER 10, 2023

Today Peter Lehrman speaks with Emily Holdman, the Managing Director at Permanent Equity, about the intricacies of due diligence. The conversation delves into the importance of creating a powerful diligence team when preparing to sell a business, highlighting the roles of an M&A attorney and an M&A advisor.

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Due Diligence Private Companies Debt Funds 52

The Motley Fool

OCTOBER 26, 2024

Invesco QQQ Trust Another noteworthy "stock" choice of billionaires is an exchange-traded fund (ETF) that owns the 100 nonfinancial stocks on the Nasdaq-100 index. Its top holding, Apple , constitutes just under 9% of the fund as of this writing. Although it contains 100 stocks, its weighting tends to vary.

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Due Diligence Exchange-Traded Funds Funds Assets 244

The Motley Fool

SEPTEMBER 12, 2024

In fact, he's even more bullish on asset tokenization than he is on crypto exchange-traded funds (ETFs). Most likely, the trend will take off with financial products -- such as mutual funds and bonds -- that make the most sense for converting into digital tokens. Image source: Getty Images.

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Due Diligence Mutual Funds Exchange-Traded Funds Assets 245

Private Equity Insights

MAY 20, 2024

This collaborative approach allows for risk-sharing, joint due diligence e orts, and value creation opportunities. Co-Investments: For family o ices seeking a middle ground between direct investments and fund investments, co-investing with sponsors presents an attractive option. Read more Direct deals or fund investments?

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Due Diligence Investment Horizon Funds Buyout 130

The Motley Fool

AUGUST 26, 2024

It's a strategy that makes sense as long as you, of course, do your own due diligence as well. Some of the billionaire hedge fund managers who have PayPal stock in their portfolios include Ken Griffin of Citadel Advisors, John Overdeck and David Siegel of Two Sigma Investments, and Israel Englander of Millenium Management.

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Due Diligence Asset Management Hedge Funds Assets 245

FinSMEs

NOVEMBER 7, 2023

Risk Ledger, a London, UK-based provider of a collaborative platform for supplier due diligence, raised £6.25M in Series A funding. The company intends to use the funds […] The post Risk Ledger Raises £6.25M in Series A Funding appeared first on FinSMEs.

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Due Diligence Funds Capital Investors 110

The Motley Fool

NOVEMBER 8, 2024

We also benefited from significant fair value appreciation and the value of our External Investment Manager due to a combination of the continued increase in fee income, growth in assets under management, and broader market-based drivers. We've also continued to produce positive results for our asset management business.

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Capital Asset Management Due Diligence Securities and Exchange Commission (SEC) 130

FinSMEs

SEPTEMBER 25, 2023

Whenever people talk about finding funding for a startup, the recommendations are usually impractical for early-stage operations. Venture capitalists, for instance, tend to avoid funding prototypes or early-stage startups. When VCs invest in a startup, they like to do their due diligence and monitor it carefully.

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Startups Due Diligence Funds Investing 105

Private Equity Wire

AUGUST 28, 2024

Kenya-based impact investment fund DOB Equity has appointed Karen Serem Waithaka as Chief Executive Officer. In her new role, Waithaka will lead the fund in creating impact by investing in and supporting local entrepreneurship to drive changes in the food & agriculture, water and energy sector in East Africa.

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Due Diligence Funds Venture Capital Capital 98

The Motley Fool

MARCH 3, 2024

Most of those gains, of course, have come on the basis of the Securities and Exchange Commission's (SEC) approval of the new spot Bitcoin exchange-traded funds (ETFs) in early January. Investor fund inflows into the new Bitcoin ETFs have been off the charts.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Due Diligence Exchange-Traded Funds Assets 246

Private Equity Wire

APRIL 18, 2024

Alter Domus, a provider of tech-enabled fund administration, private debt and corporate services for the alternative investment industry, has gone live on Temenos’ automated Multifonds fund management platform. Alter Domus is headquartered in Luxembourg and has large operations in the US.

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Due Diligence Funds Debt Capital 105

This is going to be BIG.

DECEMBER 10, 2012

I'm not a publisher, so I have to rely on my network to do due diligence. Well, some people are already doing that, and those are the people who get funded. Consider the following mental exercise. You pitch me on some product that. oh, I dunno. helps publishers monetize, or something. If not, why not?

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Startups Due Diligence Funds Investors 142

The Motley Fool

AUGUST 6, 2024

These exchange-traded fund (ETF) products have been a smash hit for both Bitcoin and Ethereum, so spot Solana ETFs could be coming soon. But, as is the case any time you are investing in crypto, be sure to do your due diligence in advance, even if it means tapping on your phone for an entire afternoon.

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Due Diligence Exchange-Traded Funds Leveraging Financing 243

Private Equity Insights

FEBRUARY 22, 2024

In a low-interest-rate environment, these type of lending funds offer higher yields compared to traditional fixed-income products. Whilst a more challenging economic environment will provide investment opportunities to support distressed debt funds, direct lending is expected to dominate private debt AUM, growing from €212.6

Debt 244

Debt Assets Due Diligence Banks 244

Axial

MARCH 11, 2025

Advisors will assess the buyers ability to fund the acquisition, including where the funds will come from and how the purchase will be financed whether through cash, debt, or a combination. Executing it begins a due diligence process under an exclusivity agreement, but the sale is not yet complete.

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Due Diligence Consultants Consulting Leveraging 52

FinSMEs

JULY 25, 2023

in Seed funding. The company intends to use the funds to continue advancing its personalized indexing engine and due-diligence algorithm in addition to growing the business to new U.S. in Seed Funding appeared first on FinSMEs. The round was led by Group 11, with participation from Altair Capital.

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Due Diligence Funds Capital Companies 98

Private Equity Insights

NOVEMBER 28, 2023

Allianz Global Investors and Dutch development bank FMO have agreed one of the largest “blended finance” funds on record, raising $1.1bn to invest in loans that help emerging and frontier countries meet sustainable development targets. The money raised through blended finance funds is a fraction of what’s needed.

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Financing Finance Due Diligence Funds 130

The Motley Fool

JULY 9, 2024

Say that you invested in an S&P 500 index fund in January 2000, shortly before the index entered one of the longest bear markets in history. Doing your due diligence is key to surviving any market downturn.

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Stock Market Stock Market Due Diligence Portfolios 200

The Motley Fool

FEBRUARY 18, 2024

However, the company also attracted funding from a number of high-profile technology firms, including Tencent and Samsung. Image source: Getty Images. When in doubt, zoom out One of my predictions for 2024 was that merger and acquisition activity would be on the rise. Should you invest in SoundHound AI?

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Mergers and Acquisitions Due Diligence Stakes Venture Capital 237

Private Equity Wire

AUGUST 30, 2024

Phoenix Equity Partners (Phoenix), a UK private equity firm specialising in working alongside founder-entrepreneurs, has made a growth investment in UK cybersecurity specialist Cybanetix, marking the fifth investment from the firm’s 2022 Fund. Cybanetix was advised by BCLP.

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Due Diligence Private Equity Firms Private Equity Firms Legal 98

The Motley Fool

APRIL 28, 2024

Although start-ups can be risky, Hercules has demonstrated that it employs robust due diligence processes before making an investment. Unlike Hercules, Ares doesn't typically work with high-profile tech companies that have raised funds from venture capital firms. Image source: Getty Images.

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Leveraged Buyouts Due Diligence Buyout Venture Capital 244