The Motley Fool

MARCH 5, 2024

Plus, Motley Fool host Deidre Woollard talks with Carrie Sun, author of the new memoir, Private Equity , for a behind-the-scenes look at life at a hedge fund. Dylan Lewis: We've got a double-stack short squeeze and the inside scoop on the world of hedge funds. Hedge funds control over $5 trillion dollars in assets.

Hedge Funds 130

Hedge Funds Funds Due Diligence Companies 130

Insight Partners

DECEMBER 5, 2024

Regulatory regimes like MIFID II require banks, asset managers, hedge funds, etc., In recent years, several startups have emerged to streamline search and knowledge management, leveraging AI for front-office research, analysis, and decision-making. 4Pines enhances accounting workflows for PE firms.

Financial Services 69

Financial Services Due Diligence Startups Hedge Funds 69

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Leveraged Buyouts In contrast, there are leveraged buyouts (LBOs) that involve acquiring established companies with the aim of restructuring or improving their operations to enhance profitability.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms. Leveraged Buyouts In contrast, there are leveraged buyouts (LBOs) that involve acquiring established companies with the aim of restructuring or improving their operations to enhance profitability.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Private Equity Wire

JUNE 20, 2023

Partnering with a collaborative firm to help navigate this environment can help them exceed operational due diligence and SEC audits with less difficulty, says Vinod Paul, chief operating officer, Align. Are there upcoming regulatory changes which could affect your business and that of your clients?

Due Diligence 52

Due Diligence Hedge Funds Best Practices Financial Services 52

Axial

JANUARY 30, 2024

Leveraging our M&A expertise, we have been successful in a broad range of sectors including business services, IT services, healthcare, industrial, software / hardware, consumer retail etc. Advisor to: Investment managers in the alternative-asset classes, including venture capital, private equity, and hedge funds.

Investment Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

Pension Pulse

SEPTEMBER 12, 2023

Our job is due diligence, and for deals that require a level of speed that makes the due diligence difficult, well, we won’t do the deal. “For a large-scale deal, we have to go to the global investment committee and even to the board in some cases,” she says. I like to be able to sleep at night.”

Portfolios 69

Portfolios Pension Funds Due Diligence Investing 69

The Big Picture

OCTOBER 31, 2023

We entered the liquid alts market with hedge funds back in 1994, and we entered the private market in 2014 with my product in late stage growth. I had an amazing 99 in early 2000, and I had left a hedge fund, so I was probably one of the few people to leave a hedge fund and go to a larger institution in the middle of the tech bubble.

Hedge Funds 64

Hedge Funds Mutual Funds Funds Due Diligence 64

Axial

OCTOBER 26, 2023

Based in Kansas, we operate nationally, leveraging our extensive banking experience and in-depth knowledge of financing to provide a seamless transaction process for both parties involved. Advisor to: Investment managers in the alternative-asset classes, including venture capital, private equity, and hedge funds.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Big Picture

DECEMBER 5, 2023

But there wasn’t an active m and a business, there wasn’t a leveraged finance business. But there came to be, in certain situations, buyers that were bootstrap, buyers that were, we would call ’em today, they then leveraged buyout financiers. And, and we wanted to have relatively modest leverage.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

FEBRUARY 28, 2023

So it used to be within private markets that you would find a good business, apply quite a bit of leverage to it, at least in the private equity business, and be able to make a pretty good return by buying good solid businesses as they are. Leverage levels have come down materially. LAYTON: Leverage levels have changed.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

JULY 26, 2022

Well, you have to have a certain track record, be around for certain length of period, be able to check all of their due diligence boxes, and that takes time and money. That looks — always looks good in a spreadsheet, but the — RITHOLTZ: Leverage is the problem. It’s more important than the leverage levels.

Consulting 119

Consulting Consultants Private Equity Firms Private Equity Firms 119

Pension Pulse

JUNE 1, 2023

A unique collaboration to build sustainable finance Innocap, a global leader in managed account platforms, will act as the investment fund manager for the Investi Fund and will provide a rigorous institutional framework for due diligence, risk management, and ongoing monitoring. This will not be your typical ESG fund.

Finance 52

Finance Financing Due Diligence Funds 52

Pension Pulse

JUNE 12, 2024

Zvan said that while she was at Ontario Teachers, she oversaw the establishment of three different risk systems, and given the volume of data the fund held, the last one took six years. There are so many more tools that you can leverage today.” And finally, UPP was able to leverage technology as an enabler.

Liabilities 59

Liabilities Assets Leveraging Due Diligence 59

The Big Picture

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. So I’m proud of our role in it.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

MARCH 12, 2024

There were financial experiments where the borrower hadn’t been through due diligence. So we’ve, we purchased, and most of the homes were purchased one at a time, independent due diligence, independent construction management to get the home back up to current market standards. The LTV was very high.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

The Motley Fool

JANUARY 29, 2025

Among client segments, we also had a strong quarter with hedge funds and wealth managers as we grew our firmwide subscription run rate growth by 15% and 12%, respectively, excluding FX. Turning to hedge funds. With some improvement in collection cycles in Q4, our capital position remains strong, with gross leverage of 2.6

Asset Management 130

Asset Management Hedge Funds Assets Mergers and Acquisitions 130

The Big Picture

NOVEMBER 25, 2024

Somehow no one in due diligence ever asked them about any of this. A lot of ’em went to buy side hedge funds. And not being able to tell them or show them makes it harder for them to do due diligence to understand how it may have behaved. This is implicitly leverage. No one knew who I was.

Returns 59

Returns Mutual Funds Leveraging Hedge Funds 59

Pension Pulse

MARCH 12, 2025

More boot son the ground, we can see better opportunities and also do better due diligence on the investments we have there." They add alpha on their beta exposure through external hedge funds and internal absolute return strategies. Our risk team is double the size since I came on as CEO.

Liabilities 59

Liabilities Pension Funds Assets Hedge Funds 59