Private Equity Insights

JUNE 28, 2023

Landmark Management has sold a 40% stake to Rosemont to help the firm’s founder execute an internal succession plan. Private equity firm Rosemont Investment Group has acquired a 40% stake in Landmark Management, a New York-based multi-family office that oversees about $4.5bn in non-discretionary client assets.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Due Diligence 130

Private Equity Wire

FEBRUARY 21, 2024

Hyperion Equity Partners, a mid-market private equity firm specialising in buy-and-build strategies, has launched Ranger Fire & Security with funding from alternative lender ThinCats, following its acquisition of two UK fire and security businesses, Ignis Fire Protection and Amerex Fire International.

Due Diligence 75

Due Diligence Private Equity Firms Private Equity Firms Legal 75

Private Equity Wire

AUGUST 24, 2023

Phoenix invests in IT services provider Nostra Technologies Submitted 24/08/2023 - 11:30am Growth-focused private equity firm Phoenix Equity Partners (Phoenix) has made an investment in Nostra Technologies (Nostra), a managed IT services provider in Ireland, alongside founders Kevin O’Loughlin and Barry O’Loughlin.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Legal 52

Axial

JANUARY 18, 2024

Prepare for due diligence. Be ready for due diligence, which means organizing your financials as much as your legal documents. To dive deeper into sell-side due diligence, check out the two resources below. And while family offices can be fantastic partners, so can private equity firms.

Due Diligence 64

Due Diligence Private Equity Firms Private Equity Firms Education 64

The Private Equiteer

SEPTEMBER 20, 2022

But with the increasing hiring of candidates from management consulting (and other non-banking) backgrounds and the recruiting cycle arms race, some self-study is warranted for aspiring private equiteers. At minimum, I would expect a new associate to be able to put together a simple LBO or three-statement model quickly based on a CIM.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Investment Banking 52

Fortune Financial

AUGUST 7, 2023

Private Equity Private equity is a form of alternative investment that involves investing in privately-held companies. It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Private Equity Private equity is a form of alternative investment that involves investing in privately-held companies. It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

The Motley Fool

AUGUST 9, 2024

These investments are primarily originated by our internal investment professionals through strategic relationships they cultivate and maintain with a select group of private equity firms and their capital market intermediaries. Some of it may end up moving into the fourth quarter. The economy can also change.

Capital 130

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

Pension Pulse

SEPTEMBER 6, 2023

Regulators are pushing private equity firms to do a better job when it comes to valuing their assets. Carolina Mandl and Chris Prentice of Reuters report US SEC overhauls rules for $20 trillion private fund industry: The U.S. In fact, there is already legal pushback from the industry.

Hedge Funds 64

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

Pension Pulse

MAY 8, 2023

For all the years the investigation found child labor, PSSI has been owned by Wall Street's Blackstone--the largest private equity firm in the world. Blackstone told us "extensive pre-investment due diligence showed PSSI had industry-leading hiring compliance."

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

Axial

MAY 4, 2023

We work closely with our client’s financial and legal advisors. Our team has advised on over $2 billion of successful transactions with private equity firms, high net-worth individuals, and public companies. Our clients are privately-held businesses in a variety of industries throughout North America.”

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Axial

AUGUST 23, 2024

You must plan the transition, understand your business’s value, create compelling marketing materials, and identify the right buyers to advance to the due diligence stage. This preparation will allow you to confidently address any questions buyers may have during due diligence.

Due Diligence 52

Due Diligence Legal Mergers and Acquisitions Prospects 52

Indigo Marketing Agency

OCTOBER 25, 2019

Combine that with the fact that some of the coolest, newest technologies are allowing us to add value beyond a doubt, whether it’s getting into the banking business and disintermediating poor cash that banks are providing, legal document production, financial cognitive testing for clients. Then you can start to back in. Go out there.

Due Diligence 52

Due Diligence Assets Private Equity Firms Private Equity Firms 52

The Big Picture

JANUARY 24, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, his name is Steve Klinsky, and he has an absolutely storied history in the field of private equity. So I did my thesis on how leveraged buyouts work from the legal and the business side. KLINSKY: Yeah. There are now over 5,000.

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Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Private Equity Insights

FEBRUARY 20, 2025

KKRs buyout of Fuji Soft is set to become Japans largest take-private deal this year, according to LSEG data. The private equity firm pursued an unconventional two-stage acquisition process, repeatedly raising its offer in response to Bains competing bids. Can`t stop reading?

Private Equity Firms 147

Private Equity Firms Private Equity Firms Due Diligence Bidding 147

Private Equity Insights

FEBRUARY 13, 2025

Although the private equity firm did not disclose financial details, de Bruin noted that the company has transformed from a founder-led business into a market-leading healthtech platform. The sale process attracted strong interest from both strategic buyers and private equity sponsors.

Due Diligence 130

Due Diligence Private Equity Firms Private Equity Firms Legal 130