Private Equity Insights

JANUARY 23, 2025

The $16.4bn sale of Calpine Corp to Constellation Energy underscores the rising significance of mega-exits in private equity. This landmark deal, which provides a 4x return for its ownersEnergy Capital Partners (ECP), CPP Investments, and Access Industriesis among the largest transactions in the U.S. power industry in nearly two decades. It also offers ECP the opportunity to distribute cash to its limited partners, liquidating a significant portion of its $5bn third fund.

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The Motley Fool

JANUARY 23, 2025

One of the biggest perks of investing in a tax-advantaged retirement account like a 401(k) or traditional IRA is that your contributions are tax-deductible upfront. Uncle Sam will eventually get his money, though, so you'll need to pay income taxes on your withdrawals. To prevent people from avoiding taxes altogether by never pulling money from their accounts, the IRS imposes required minimum distributions (RMDs) starting at age 73.

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Private Equity Insights

JANUARY 23, 2025

USI Partners raised an additional $139m for its Southeast Asia-focused energy transition strategy, bringing the total fund size to $259m. The investment includes significant contributions from British International Investment (BII) and Dutch development bank FMO, with $70m and $50m allocated, respectively. These funds will support the SUSI Asia Energy Transition Fund (SAETF) and the Sustainable Asia Renewable Assets (SARA) platform.

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Private Equity Firms Private Equity Firms Investors Funds 130

The Motley Fool

JANUARY 23, 2025

Those born in 1963 will reach an important Social Security milestone this year: They'll turn 62 and become eligible to claim benefits after paying into the program their entire career. It's tempting to apply right away so you can enjoy the extra income, but that might not be the best move for you financially. Waiting to apply will often increase how much Social Security you collect over your lifetime.

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Investing 130

Private Equity Insights

JANUARY 23, 2025

Arctos Partners, through its $9.9bn AUM Arctos Sports division, has acquired a 10% stake in the Buffalo Bills, becoming one of the first private equity firms to invest in an NFL team. This follows recent NFL rule changes allowing PE firms to hold up to 10% stakes in franchises. The transaction provides liquidity for team owners and opens the door for institutional investors to become passive minority stakeholders.

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The Motley Fool

JANUARY 23, 2025

It's tough to go against the crowd. It takes the courage in your convictions when everyone else is going in a different direction. That's especially true when it comes to investments since you'll have your hard-earned money on the line. However, if you do your homework, bucking the investment trend can prove profitable. Where to invest $1,000 right now?

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Private Equity Professional

JANUARY 23, 2025

American Pacific Group has acquired ServerLIFT , a provider of material handling and lifting equipment for IT infrastructure. ServerLIFT designs, manufactures, and distributes material handling and lifting equipment tailored to the needs of IT infrastructure, particularly for data centers. The companys product linedesigned for safety, ergonomic operation, and efficiency in server installation, removal, and maintenanceincludes server-handling lifts, such as the ServerLIFT SL-500X , a compact, ful

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Private Equity Professional

JANUARY 23, 2025

Fort Point Capital has sold Strata Information Group (SIG) , a provider of IT services, to Ridgemont Equity Partners. Strata Information Group (SIG) provides specialized IT services to colleges and universities, focusing on Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), cybersecurity, software implementation, cloud migration, and ongoing IT support.

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Education Consulting Consultants Buyout 100

The Motley Fool

JANUARY 23, 2025

Aviation industry giant American Airlines Group (NASDAQ:AAL) reported fourth-quarter and full-year 2024 financial results on Thursday, Jan. 23, that topped analyst consensus estimates. Revenue of $13.7 billion rose 4.6%, leading to an impressive profit of $0.86 per share against the forecasted $0.66. The quarter is marked by improved operational efficiencies, evidenced by a rise in adjusted operating margin to 8.4%, but offset by ongoing pressure from rising wage costs.

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Investment Writing

JANUARY 23, 2025

I’ve long wondered why there is no apostrophe in words like “writers room,” ‘homeowners association,” or “teachers college.” Is the noun descriptive or possessive? I found a good explanation in Emmy J. Favilla’s A World Without “Whom.” Do not use an apostrophe when a word is primarily descriptive rather than possessive… The word is acting more like an adjective than a possessive noun.

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Investing 78

The Motley Fool

JANUARY 23, 2025

Eli Lilly (NYSE: LLY) has become a beast in healthcare. The excitement surrounding its GLP-1 drugs, Mounjaro and Zepbound, has helped boost its market capitalization to around $650 billion. Over the last five years, shares have soared by more than 400%. Recently, however, the stock has been struggling; in the past three months, Lilly's valuation has declined by 21%.

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AltAssets

JANUARY 23, 2025

Bain Capital has upped its offer for Australias Insignia Financial again, this time valuing the company at A$3.07bn ($1.92bn). The post Deal Roundup: Bain Capital ups Insignia offer again amid CC Capital competition, Permira and Blackstone said to eye Mobile.de IPO appeared first on AltAssets Private Equity News.

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The Motley Fool

JANUARY 23, 2025

Dividend growth investing is a powerful strategy for long-term wealth creation. Companies that consistently raise their dividends demonstrate three crucial qualities: robust financial health, prudent management, and enduring competitive advantages. This winning combination has historically delivered superior returns over time. Smart dividend growth investors focus on two key metrics when evaluating opportunities.

Shareholders 130

Shareholders Leveraging Prospects Portfolios 130

Private Equity Wire

JANUARY 23, 2025

Funds managed by private investment firm Blackstone and Vista Equity Partners (Vista) have completed their acquisition of AI-enhanced enterprise grade work management platform, in a transaction valued at approximately $8.4bn. The deal was previously announced on 24 September, 2024, and approved by Smartsheet stockholders on 9 December, 2024. With the completion of the take private transaction, Smartsheet stockholders are entitled to receive $56.50 in cash for each share of Smartsheet common stoc

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The Motley Fool

JANUARY 23, 2025

Artificial intelligence (AI) was, once again, the hottest investing topic in 2024. It might remain so in 2025, but that doesn't mean there aren't companies in other fields worth investing in. Consider two industries that also have excellent long-term prospects: e-commerce and cloud computing. Investing in solid companies in these fields could lead to outsized returns over the next decade and beyond.

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Financial Times M&A

JANUARY 23, 2025

Bettina Orlopp insists on receiving written proposal from Italian lender ahead of engaging

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The Motley Fool

JANUARY 23, 2025

According to many metrics, Plug Power (NASDAQ: PLUG) is on a roll. Since the start of 2021, sales have skyrocketed by 2,000%. Plus, the company operates in what could someday become a trillion-dollar industry: hydrogen fuel. It's reasonable to be optimistic about Plug Power. But does all this promise make the stock a buy? You may be surprised by the answer.

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Financial Times - Banking

JANUARY 23, 2025

Wall Street bank says increase reflects his stewardship of the firm

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Banks 62

The Motley Fool

JANUARY 23, 2025

Shares of Nvidia (NASDAQ: NVDA) and Vistra (NYSE: VST) have surged 860% and 700%, respectively, since the beginning of 2023. Both companies have benefited from the artificial intelligence (AI) boom despite operating in very different parts of the economy. But billionaire David Tepper, the hedge fund manager at Appaloosa Management, sold one and bought the other in the third quarter, as detailed below: Tepper sold 65,000 shares of Nvidia, reducing his position by 9%.

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Private Equity Wire

JANUARY 23, 2025

Calpine Corp’s $16.4bn sale to Constellation Energy is set to deliver a major windfall to its owners offering optimism in the private equity sector that similar mega-deals could help an industry grappling with sluggish investor payouts, according to a report by Reuters. The report cites unnamed sources familiar with the matter as revealing that the deal, struck by Energy Capital Partners (ECP), CPP Investments, and Access Industries, is expected to yield approximately four times the initia

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Private Equity Firms Private Equity Firms Investors Law Firms 59

The Motley Fool

JANUARY 23, 2025

Many industry observers expect artificial intelligence (AI) to be the defining technology of the next decade. Microsoft co-founder Bill Gates says AI will be as transformative as "the creation of the microprocessor, the personal computer, the internet, and the mobile phone." Naturally, investors are focused on semiconductor companies like Nvidia , cloud companies like Amazon , and software companies like Palantir.

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FinSMEs

JANUARY 23, 2025

Dunmor, a Los Angeles, CA-based provider of bridge, fix and flip, ground-up construction and DSCR rental loans for real estate developers across the United States, received a minority equity investment from Newfi Lending. The amount of the deal was not disclosed. The company intends to use the funds to expand its residential mortgage originations, providing Apollo-managed […] The post Dunmor Receives Minority Equity Investment From Newfi appeared first on FinSMEs.

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Investing Funds Companies 64

The Motley Fool

JANUARY 23, 2025

It's the start of a new year, and that makes now the perfect time to load up on stocks that could boost your portfolio in 2025 and over the long term. The healthcare space is a great place to look for these sorts of players because here you'll find all that you need to gain in both growth and security -- from young biotechs developing game-changing technologies to big pharma or medical device players selling blockbuster drugs and paying out dividends to investors.

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Amortization Portfolios Shareholders Returns 130

FinSMEs

JANUARY 23, 2025

Baya Systems, a Santa Clara, CA-based company which specializes in system IP technology, raised $36M+ in Series B funding. The round was led by Maverick Silicon, with participation from Matrix Partners and Intel Capital. The company intends to use the funds to support operational growth, accelerating the development and deployment of its software-driven system IP […] The post Baya Systems Raises $36M+ in Series B Funding appeared first on FinSMEs.

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The Motley Fool

JANUARY 23, 2025

What's the easiest way to build a diversified portfolio? That's easy: Invest in exchange-traded funds (ETFs). Which fund manager offers the lowest-cost ETFs? That's not quite as easy, because there are several contenders. However, Vanguard is one that immediately comes to mind. ETFs are especially good to use with a buy-and-hold investing strategy. Here are my three favorite Vanguard ETFs to buy and hold for decades.

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FinSMEs

JANUARY 23, 2025

Adclear, a London, UK-based RegTech startup empowering marketing compliance for fintech businesses, raised 510K in Pre-Seed funding. Backers included Haatch, Force Over Mass and Founders Capital. The company intends to use the funds to further develop its AI capabilities, grow the team, consolidate the UK market, and extend its compliance coverage to EU and US […] The post Adclear Raises 510K Pre-Seed Funding appeared first on FinSMEs.

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Funds Startups Capital Companies 64

The Motley Fool

JANUARY 23, 2025

I've been loading my retirement portfolio with high-quality dividend-paying stocks. While I love the passive income they produce, that's not the primary driver. I mainly focus on buying dividend stocks because they've outperformed non-payers 2-to-1 over the longer term with less volatility. Because of that, I believe they'll put me in a better position to reach my retirement goals.

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FinSMEs

JANUARY 23, 2025

Riley AI, a Sa Francisco, CA-based AI-powered product insights assistant, raised $3M in Seed funding. The round was led by Vertex Ventures US, with participation from NextView Ventures, Hyphen Capital, and angel investors. The company intends to use the funds to expand operations and its development efforts. Co-founded by Claudia Natasia and Kevin Ma, Riley AI is transforming how companies […] The post Riley AI Raises $3M in Seed Funding appeared first on FinSMEs.

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The Motley Fool

JANUARY 23, 2025

As of this writing, I have over 40 different investments in my brokerage account, including individual stocks and ETFs. While some of the ETFs could certainly work as a stand-alone investment strategy, such as the Vanguard S&P 500 ETF , it can be tougher to find an individual stock I'd like to own all by itself. In fact, if I could only buy and hold one stock, my answer would be an easy one.

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FinSMEs

JANUARY 23, 2025

Altium, a San Diego, CA-based electronics design systems company, acquired Part Analytics, a Milwaukee, WI-based provider of an AI-powered supply chain management platform. The amount of the deal was not disclosed. This acquisition will enable the introduction of a component and parts management application into Altiums cloud-based collaboration platform, Altium 365, allowing to support new […] The post Altium Acquires Part Analytics appeared first on FinSMEs.

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Companies 64

The Motley Fool

JANUARY 23, 2025

A new quarterly earnings season is now underway in corporate America. Next week, we will hear from some of the " Magnificent Seven " technology companies, which collectively represent almost one-third of the value of the entire S&P 500 (SNPINDEX: ^GSPC). Wall Street will be particularly focused on their progress in the artificial intelligence (AI) space, because that could be a big source of their future earnings.

Investors 130

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FinSMEs

JANUARY 23, 2025

Debt. Its a word that can send shivers down anyones spine, but lets face it, its a part of life for most people. Whether its student loans, credit cards, or mortgages, managing debt is something we all need to master. The good news? The rules of debt management have evolved, and 2025 brings some fresh […] The post The New Rules of Debt Management Everyone Should Know in 2025 appeared first on FinSMEs.

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Debt 59

The Motley Fool

JANUARY 23, 2025

Some investment professionals encourage using foreign stocks and bonds to diversify portfolios. Since overseas assets often don't track their U.S. counterparts closely, a globally diversified portfolio might help reduce volatility. These investments can directly introduce currency risk, which you might invite as part of your diversification strategy.

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Mutual Funds Exchange-Traded Funds Assets Legal 130

FinSMEs

JANUARY 23, 2025

Degree Analytics, an Austin, TX-based provider of data-informed campus solutions, raised $5M in funding. The round was led by LiveOak Ventures. The company intends to use the funds to drive the development and rollout of its facilities optimization platform for colleges and universities to unlock new efficiencies, cut costs, and enhance student experiences by leveraging […] The post Degree Analytics Raises $5M in Funding appeared first on FinSMEs.

Funds 64

Funds Leveraging Companies 64

The Motley Fool

JANUARY 23, 2025

Coinbase (NASDAQ: COIN) is set to have another great quarter in Q4 2024, and that should continue into 2025 as the stablecoin USDC grows and the company benefits from higher trading momentum for everything from altcoins to meme coins. In this video, Travis Hoium explains why this is a company that will benefit from that short-term momentum while also building the infrastructure needed to make the blockchain scalable long term.

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FinSMEs

JANUARY 23, 2025

Realfinity, a Miami, FL-based provider of a finance platform designed for the real estate and mortgage industry, raised $5M in warehouse facility from Bank of the Sierra. The company intends to use the funds to further enhance mortgage loans, supporting its expansion plans. Led by CEO Luca Dahlhausen, Realfinity allows agents to convert clients into […] The post Realfinity Secures $5M Warehouse Facility from Bank of the Sierra appeared first on FinSMEs.

Banks 64

Banks Finance Financing Funds 64

The Motley Fool

JANUARY 23, 2025

Had you invested $1,000 in Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) when Warren Buffett became its CEO in 1965, you would have $42.5 million today. The same investment in the S&P 500 would have grown to just $343,000 over the same period, which highlights Buffett's incredible ability to pick stocks. You won't ever find Buffett chasing the latest stock market trends, not even one as powerful as artificial intelligence (AI).

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