The Motley Fool

SEPTEMBER 12, 2024

A recent survey from Nationwide Retirement Institute found that two-thirds of adults don't know Social Security benefits are protected from inflation. Fortunately, retired workers and other Social Security recipients get annual cost-of-living adjustments (COLAs) designed to offset inflation. Those scheduled pay increases protect the purchasing power of benefits.

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Private Equity Professional

SEPTEMBER 12, 2024

Shore Capital Partners has formed Guidant Power as a new electrical safety platform and has acquired its first two businesses with the buys of Rozel Electrical Safety Consultants and BCH Safety. Rozel provides arc flash and NFPA 70E -related engineering and training services. NFPA 70E, more commonly referred to as the National Electrical Code and published by the National Fire Protection Association , is a widely adopted standard in the United States and serves as a reference for electrical desi

Consultants 130

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The Motley Fool

SEPTEMBER 12, 2024

For the better part of the last three decades, investors have had a next-big-thing technology, innovation, or trend to captivate their attention. Since the internet completely changed the growth trajectory for businesses in the mid-1990s, we've witnessed massive addressable markets be assigned to genome decoding, business-to-business commerce, China stocks, U.S. housing, nanotechnology, 3D printing, cryptocurrency, blockchain technology, cannabis, augmented/virtual reality, and the metaverse.

Investors 246

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Private Equity Professional

SEPTEMBER 12, 2024

Rotunda Capital Partners has acquired Mama Lycha Foods in partnership with the founding Padilla family. Mama Lycha provides branded Latin American foods and beverage products to over 750 retail customers across 37 US states and 4 Canadian provinces. The company’s more than 600 SKUs of products include snacks, spices, sauces, canned goods, beverages, and dairy items.

Investing 130

Investing Enterprise Values Finance Financing 130

The Motley Fool

SEPTEMBER 12, 2024

Bill Ackman ranks among the most successful investors on the planet. Thanks to the tremendous success of his Pershing Square Capital Management hedge fund, Ackman's net worth currently totals close to $9 billion. But the billionaire isn't a big fan of diversification. Pershing Square's portfolio includes only nine stocks. And two of them were added in the second quarter of 2024.

Hedge Funds 246

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Private Equity Professional

SEPTEMBER 12, 2024

Paine Schwartz Partners has added Adam Klein as a managing director on its investment team. Mr. Klein has more than 20 years of investment experience, most recently at Crestview Partners where he focused on private equity investments in North America and Europe, leading the firm’s climate and sustainability efforts. At Crestview, Mr. Klein was a member of the firm’s investment committee, the head of its climate and sustainability investment team, the co-head of its energy vertical, and cha

Private Equity Firms 100

Private Equity Firms Private Equity Firms Investment Banking Investment Banks 100

Private Equity Professional

SEPTEMBER 12, 2024

Advent International has closed the sale of CAES Systems to Honeywell in an all-cash transaction for $1.9 billion. CAES provides advanced electronics components, including antenna systems and communication networks, used by aerospace and defense companies and has specific applications in missile defense radars and electronic warfare systems. CAES was founded in 1934 by Sir Alan Cobham and today is headquartered in Arlington, Virginia, with 13 facilities in North America and more than 2,200 emplo

Financial Services 100

Financial Services Capital Assets Portfolios 100

The Motley Fool

SEPTEMBER 12, 2024

Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has built its business around two high-prized assets over the years: YouTube and Google Search. The latter, however, is facing some significant headwinds right now. Regulators have been taking a hard look at its dominance and recently found that it acted as a monopoly. And with a rise in artificial intelligence (AI) chatbots, there may be less of a reason for people to rely on search engines at all.

Prospects 246

Prospects Investment Banking Investment Banks Accounting 246

A Wealth of Common Sense

SEPTEMBER 12, 2024

Our resident estate expert, Taylor Hollis, joined me on the show this week to discuss questions about CD rates, how trusts work, how to protect your finances from an illness in the family and paying off student loans with a 401k loan. Further Reading: How Individual Retirement Accounts Changed the Stock Market Forever 1Assets did fall and then stagnated coming out of the Great Financial Crisis but that was a period with.

Finance 101

Finance Financing Stock Market Stock Market 101

The Motley Fool

SEPTEMBER 12, 2024

The price of Bitcoin (CRYPTO: BTC) is on the rise again -- although, as always, it depends on what time frame you're talking about. Over the past 12 months, its price has surged more than 125%. Yet during the past six months, the price has pulled back by roughly 15%. Looking for the best cryptocurrencies to buy at a discount? These crypto billionaires have some ideas for you.

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Exchange-Traded Funds Venture Capital Banks Capital 246

Private Equity Wire

SEPTEMBER 12, 2024

The winners of the Private Equity Wire US Credit Awards 2024, which recognise fund performance and service provider excellence across credit funds, were announced at an exclusive ceremony and networking event today (12 September), at Covene, 101 Park Avenue, New York. Voting for the awards was conducted via an online poll of the entire Private Equity Wire userbase, with participants asked to make their choice from a short-list of firms in each category.

Law Firms 96

Law Firms Debt Capital Taxes 96

The Motley Fool

SEPTEMBER 12, 2024

With the Federal Reserve's next meeting just days away, the market has been pouring over any relevant economic data to look for clues on the current state of inflation and the economy as the Fed gears up to cut interest rates for the first time since early 2020. The August jobs report sent the market reeling last Friday after it showed the U.S. economy added fewer jobs than expected.

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SEI

SEPTEMBER 12, 2024

Deepened Relationship Highlights Continued Stability, Supports Acquisitions, and Powers Growth

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The Motley Fool

SEPTEMBER 12, 2024

Financial markets are known for their unpredictable nature, with fluctuating trends and movements. However, investors who exhibit patience and a long-term perspective often encounter lucrative rewards on Wall Street. By focusing on the long term , investors can benefit from the potential growth and stability that come with enduring market cycles and trends.

Banks 246

Banks Accounting Financial Services Financing 246

Financial Times M&A

SEPTEMBER 12, 2024

Competition and Markets Authority says deal could lead to higher bills for tens of millions of customers

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The Motley Fool

SEPTEMBER 12, 2024

Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has fallen significantly from its previous peak in recent months as concerns about new competition in search, overspending on artificial intelligence (AI) infrastructure, and the broader health of the economy have pressured the stock lower. The stock is now down 22% from its peak in July. Some see a buying opportunity in that sell-off, and one Wall Street analyst recently weighed on with coverage on the stock.

Stakes 245

Stakes Returns Portfolios Investors 245

Pension Pulse

SEPTEMBER 12, 2024

MoneyControl reports Brookfield-led consortium completes Rs 18,200 crore acquisition of ATC; becomes India's top towerco: Data Infrastructure Trust (DIT), an Infrastructure Investment Trust backed by Brookfield Asset Management and investor affiliates such as British Columbia Investment Management Corporation (BCI) and GIC, announced on September 12, the successful acquisition of 100% of American Tower’s operations in India (ATC India).

Enterprise Values 59

Enterprise Values Asset Management Buyout Assets 59

The Motley Fool

SEPTEMBER 12, 2024

There's no denying that the past six weeks have been brutal for high-risk, high-upside cryptocurrencies. Given the crypto "flash crash" in early August, many of them are now down anywhere from 30% to 50% for the year. The key, of course, is identifying which of these cryptocurrencies have been unfairly knocked down in price. In theory, some of them should be trading at attractive valuations right now.

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Financial Times M&A

SEPTEMBER 12, 2024

German lender has decided to ‘put everything under review’ after Italian rival builds 9% stake

Stakes 89

Stakes 89

The Motley Fool

SEPTEMBER 12, 2024

A common misconception about investing is that it takes a lot of money to get anything out of it. That couldn't be further from the truth. Yes, large sums can accelerate the wealth-building process. However, consistently investing relatively small amounts can also create a nice nest egg. With $1,000 available to invest right now, I would focus half on a high-dividend stock and the other half on a high-growth company with good long-term potential.

Investing 245

Investing Debt Returns Stock Market 245

Axial

SEPTEMBER 12, 2024

Axial is happy to release its 2024 publication of the Top 50 Lower Middle Market Healthcare Investors and M&A Advisors: a list that features Axial’s 50 most active and sought-after members who worked on transactions across various healthcare sectors over the past 12 months (full methodology below). Healthcare has always undoubtedly been one of the backbones of the lower middle market.

Investors 52

Investors Capital Leveraging Investment Banking 52

The Motley Fool

SEPTEMBER 12, 2024

Palantir Technologies (NYSE: PLTR) has been around for about 20 years, but the software-as-a-service company only grabbed the world's attention in recent times. This is thanks to its use of artificial intelligence (AI) to help its customers save time and money -- and how this has translated into major earnings growth. Share performance has followed, with the stock climbing in the triple digits over the past year.

Investing 242

Investing Returns Portfolios Companies 242

Private Equity Wire

SEPTEMBER 12, 2024

European investment firm Armen, which focuses on buying stake in private equity firms, has made its first foray into the alternative credit space with the acquisition of a 16% stake in Chorus Capital, provider of default protection for loan portfolios, according to a report by Bloomberg. The report cites a statement seen by Bloomberg as confirming that as part of the deal, Chorus Capital’s senior management will reinvest a significant portion of the proceeds into the firm’s upcoming fund.

Stakes 52

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The Motley Fool

SEPTEMBER 12, 2024

The U.S. Federal Reserve is mandated to take necessary actions that keep the Consumer Price Index (CPI) measure of inflation growing at an annualized rate of 2%. When the rate deviates too far from that target, the Fed adjusts the federal funds rate (overnight interest rates) to influence economic activity. The CPI started rising in 2021 and reached 8% in 2022 (the fastest growth pace in 40 years).

Stock Market 242

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Private Equity Wire

SEPTEMBER 12, 2024

SEI has exceeded $1.5tn in alternative assets under administration in its Investment Managers business, which services private equity, private credit, venture capital, hedge, real estate, and infrastructure funds. As the largest private credit fund administrator by assets globally, SEI’s clients include 43 of the top 100 largest investment managers.

Venture Capital 52

Venture Capital Assets Debt Capital 52

The Motley Fool

SEPTEMBER 12, 2024

If you have access to a 401(k) plan through your employer, you may be inclined to contribute as much money as possible to it. With a traditional 401(k), the more you put in, the more income you can potentially shield from taxes, up to the yearly IRS limit. Plus, many 401(k) plans offer an employer match. So if you contribute enough to yours, you can snag a pile of free money on top of it.

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Taxes Mutual Funds Funds Portfolios 241

Private Equity Wire

SEPTEMBER 12, 2024

Coalesce Capital, a private equity firm focused on investing in business services companies, is to acquire Miller Environmental Group, a provider of waste, industrial, and environmental services across the US, from GenNx360 Capital Partners. Financial terms of the transaction have not been disclosed. Miller operates 30 locations throughout the United States and is vertically-integrated across the waste, industrial, and environmental services value chain, with 22 field service branches and a port

Private Equity Firms 52

Private Equity Firms Private Equity Firms Legal Capital 52

The Motley Fool

SEPTEMBER 12, 2024

Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) is trading near its all-time high, despite a lack of investment opportunities in recent years and several other legitimate investor concerns. On the other hand, there's still a lot to like about Berkshire, and it would be a mistake to let its valuation scare you away. With that in mind, here's a rundown of the reasons for and against investing in Berkshire Hathaway right now, and why I don't think investors are necessarily too late.

Portfolios 237

Portfolios Returns Investors Capital 237

Private Equity Wire

SEPTEMBER 12, 2024

Bain Capital Life Sciences (BCLS) has raised its fourth fund, with approximately $3bn of total commitments, including $2.5bn of outside commitments from existing and new investors, and the balance from Bain Capital partners, employees, and affiliates. According to a press statement, the new fund will invest scale capital globally in transformative medicines, medical devices, diagnostics, and life sciences tools that have the potential to improve the lives of patients with unmet medical needs.

Capital 52

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The Motley Fool

SEPTEMBER 12, 2024

Most market watchers would agree that one of the dominant forces driving the market rally over the past year is advancements in the field of artificial intelligence (AI). On the other hand, investors have kept a sharp eye on the trajectory of the economy as inflation continues to wane. Recent economic indicators suggest conditions are ripe for the Federal Reserve Bank to begin interest rate cuts, which could happen as soon as later this month.

Banks 231

Banks Consultants Consulting Prospects 231

AltAssets

SEPTEMBER 12, 2024

Lone Star Funds has closed its latest flagship real estate vehicle on $2.7bn - a significant drop compared to its $4.6bn predecessor fund in the strategy. The post Lone Star raises $2.7bn for smallest RE fund since its 2008 debut fund in the strategy appeared first on AltAssets Private Equity News.

Funds 52

Funds Buyout Investing 52

The Motley Fool

SEPTEMBER 12, 2024

Millions of older Americans collect a benefit from Social Security each month. For many of them, that money serves as their primary source of income. That's why Social Security's cost-of-living adjustments, or COLAs, are so important for many retirees. Without automatic COLAs, seniors on Social Security could be looking at the same monthly benefit year after year.

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AltAssets

SEPTEMBER 12, 2024

EQT is reportedly planning a potential sale of Banking Circle in a deal which could value the payments processing business at more than $2bn. The post Deal Roundup: EQT said to eye $2bn Banking Circle exit, BlackRock and Partners Group launch new retail alts solution appeared first on AltAssets Private Equity News.

Banks 52

Banks Buyout Capital Funds 52

The Motley Fool

SEPTEMBER 12, 2024

Dividend stocks may not offer the exciting return prospects of growth stocks, but when stock market volatility returns, it is always nice to have extra cash automatically deposited in your account. That is the value of holding shares of strong companies with a long record of paying dividends to shareholders. It's even better when those companies regularly increase their dividends on top of already high yields.

Prospects 189

Prospects Shareholders Taxes Capital 189