The Motley Fool

DECEMBER 17, 2024

Bill Ackman likes to focus on just a few companies at a time. His hedge fund, Pershing Square Capital, invests in high-quality businesses with stocks that Ackman feels have become mispriced relative to their intrinsic value. He then uses his sway as a large shareholder to influence management and unlock value. Ackman's activist investor strategy requires a highly concentrated portfolio.

Hedge Funds 241

Hedge Funds Portfolios Asset Management Funds 241

Insight Partners

DECEMBER 17, 2024

In May, we discussed an impending shift in enterprise architectures toward AI Agents. In the six months since that article came out, we have monitored actual agentic deployments across companies, noticing the differences in use case complexity, the tradeoff of buying function-specific Agents versus building custom agentic workflows, and the variety in how value is measured and attributed.

Startups 115

Startups Leveraging Consulting Consultants 115

The Motley Fool

DECEMBER 17, 2024

EVGo (NASDAQ: EVGO) stock tumbled 27% through 10:05 a.m. ET Tuesday after the operator of charging stations for electric vehicles announced last night that EVgo Holdings, LLC, will sell at least 23 million new shares of common stock (and perhaps as many as 26.5 million) in a secondary offering. (We further learned this morning that the shares will be priced at $5 each).

Shareholders 130

Shareholders Returns Portfolios Investors 130

Financial Times M&A

DECEMBER 17, 2024

The Japanese carmakers are grappling with fast-growing Chinese rivals and sluggish consumer demand for EVs

103

103

Financial Times: Moral Money

DECEMBER 17, 2024

Investors who want to bet against progressive values have a few options, none straightforward

Investors 93

Investors 93

Financial Times M&A

DECEMBER 17, 2024

Italian bank escalates attempt to take over German lender

Banks 100

Banks 100

Private Equity Wire

DECEMBER 17, 2024

Blue Owl Capital co-founder Michael Rees is working on a plan to merge several firms in the alternative investment sector to create a diversified investment business similar to Blackstone and KKR, with IPO potential, according to a report by the Financial Times. Citing unnamed sources familiar with the matter, the report outlines that Rees has been discussing the idea with potential partners, and would involve combining three to five firms from Blue Owls portfolio, focusing on areas such as priv

Mergers and Acquisitions 74

Mergers and Acquisitions Buyout Stakes Capital 74

Financial Times M&A

DECEMBER 17, 2024

TPG co-founder was part of a generation of buyout pioneers and made some of the industrys boldest bets

Buyout 83

Buyout 83

AltAssets

DECEMBER 17, 2024

Constellation Wealth Capital, the private equity investor launched last year with the aim of making wealth management deals, has hauled in $1bn to close its debut fund. The post Wealth management industry-focused PE firm Constellation Wealth Capital raises $1bn debut fund appeared first on AltAssets Private Equity News.

Capital 73

Capital Funds Investors Buyout 73

Private Equity Wire

DECEMBER 17, 2024

Private investment house Ardian has acquired a 22.6% stake in FGP TopCo (TopCo), the holding company for Heathrow Airport Holdings, from Ferrovial SE and other TopCo shareholders, according to a recent release. The investment, which makes Ardian Heathrows largest investor, aims to support the airport in delivering sustainable growth. Concurrently, Saudi Rabia’s PIF in line with its strategy to support important sectors and businesses as long-term partners has acquired 15% of TopCo from t

Stakes 71

Stakes Companies Shareholders Investors 71

FinSMEs

DECEMBER 17, 2024

Stand, a San Francisco, CA-based company improving insurance for climate-impacted properties, raised $30M in funding. Backers included Inspired Capital, Lowercarbon, Equal Ventures and Convective Capital. The company intends to use the funds to expand operations and its development efforts. Led by CEO Dan Preston, Stand offers a solution that protects property while insuring it.

Funds 75

Funds Capital Companies 75

Private Equity Wire

DECEMBER 17, 2024

Alternative investments giant Blackstone has finalised an agreement to acquire Tokyo Garden Terrace Kioicho for $2.6bn (approximately JPY400m) from Seibu Holdings, marking the largest real estate investment by a foreign entity in Japan. Located in Tokyos prestigious Kioicho district, the 2.4 million-square-foot mixed-use complex includes two high-rise towers housing a fully occupied Grade A+ office space, 135 luxury residential units, a 250-room premium hotel, conference and wedding facilities,

Capital 73

Capital Investors Investing 73

Financial Times M&A

DECEMBER 17, 2024

UK government offers more generous terms on Royal Navy contract to Spanish defence group for ailing Belfast company

Companies 73

Companies 73

Private Equity Wire

DECEMBER 17, 2024

Blackstone has made a minority investment of up to 250m in global management and AI consulting firm, Sia Partners, using funds from its private equity strategy for individual investors, according to a recent press statement. The partnership will support Sias expansion across the US market, as well as strategic M&A. Founded in 1999, the investment marks the companys first partnership with a financial investor since its inception.

Stakes 72

Stakes Legal Consulting Consultants 72

Financial Times M&A

DECEMBER 17, 2024

Private equity group finally floats Japanese flash memory provider at a valuation far below what it paid in 2018

72

72

Private Equity Wire

DECEMBER 17, 2024

CVC Capital Partners is reportedly in talks to acquire Vivendi’s share in Telecom Italia, a step that could open the line to a complete takeover of the Italian telecoms company, according to a report by Reuters, citing sources familiar with the matter. Vivendi, Telecom Italia’s largest shareholder, holds approximately 23.75% of the company, a stake valued at around $1bn, according to LSEG data.

Stakes 63

Stakes Buyout Shareholders Capital 63

AltAssets

DECEMBER 17, 2024

G2 Venture Partners, the early-stage investor which spun out from KPCB seven years ago, is reportedly eyeing $750m for its third fund. The post KCPB spin-out G2 Venture Partners said to seek $750m for Fund III appeared first on AltAssets Private Equity News.

Funds 60

Funds Investors Buyout Investing 60

Private Equity Wire

DECEMBER 17, 2024

Private markets are changing the world. This report tells a range of stories: from sustainable olive oil production to the improvement of critical infrastructure; from driving financial inclusion in key markets to building more efficient water management systems; and many more including e-mobility, power grids, quick-service food and entertainment operations, among others.

61

61

AltAssets

DECEMBER 17, 2024

Investment giantBlackRock has reportedly reached a $1.1bn first close for its fifth infrastructure multi-manager fund, with eyes on up to $2.5bn at final close. The post BlackRock said to near halfway mark for $2.5bn-targeting infra solutions fundraise appeared first on AltAssets Private Equity News.

Funds 67

Funds Investing Buyout 67

Private Equity Wire

DECEMBER 17, 2024

BNP Paribas Asset Management has appointed Linda Fodil and Thibault Sartori as Private Debt Investment directors to support its new direct lending strategy. Both will be based in Paris and report to Christophe Carrasco, Head of Private Debt. Fodil has over 20 years experience, including roles at AXA IM and HSBC, specialising in senior and unitranche debt.

Debt 58

Debt Asset Management Financing Finance 58

Indigo Marketing Agency

DECEMBER 17, 2024

New Year, New Growth: Is Your 2025 Marketing Plan Ready? The start of a new year is the perfect time to reflect, plan, and set your business up for success. For financial advisors, this means implementing a marketing strategy that doesnt just exist on paperit drives results. At Indigo Marketing Agency, weve helped advisors like Steve Seals grow by 40% in 2024, thanks to tailored solutions like a custom website that spoke directly to his ideal clients.

Leveraging 52

Leveraging Best Practices Education Prospects 52

Private Equity Wire

DECEMBER 17, 2024

Buy-now-pay-later specialist Affirm Holdings has secured its largest funding commitment yet, partnering with private credit firm Sixth Street to secure a $4bn, three-year deal, according to a report by NBC News. The partnership will fund short-term instalment loans, recycling repaid capital to enable over $20bn in lending by 2025. According to the report, the deal reflects a growing trend of private credit firms investing in fintech companies like Affirm, which use diverse funding methods instea

Banks 52

Banks Funds Capital Companies 52

Axial

DECEMBER 17, 2024

Welcome to the 4th issue of the Winning M&A Advisor, the Axial publication that anonymously unpacks data, fees, and terms from the winning M&A engagement letters of professional M&A advisors using Axial to win new sell-side business. Sign up below to get every issue of The Winning M&A Advisor directly to your inbox. Engagement Letter Details Retainer Required Yes Retainer Amount $7,500/month ~ up to $67,500 Retainer Applied to Success Fee Yes Payment Terms Monthly Engagement Dura

Investment Banks 52

Investment Banks Investment Banking Debt Banks 52

Private Equity Wire

DECEMBER 17, 2024

Global investment firm Carlyle has agreed to sell Forgital, a provider of advanced aerospace and industrial forged products, to US alternative investment firm Stonepeak in a deal that reportedly values the business at more than 1.5bn, including debt. The transaction is expected to close in the second quarter of 2025, subject to customary regulatory approvals.

Legal 57

Legal Debt Shareholders Investment Firms 57

Financial Times M&A

DECEMBER 17, 2024

Plus, the relentless dominance of US asset managers in Europe, and Royal Mail officially lands in private hands

Asset Management 52

Asset Management Assets 52

FinSMEs

DECEMBER 17, 2024

Kingstown, St. Vincent and the Grenadines, 17th December 2024, Chainwire The post MINGO, Hedera Based Wallet, Sets Sights on the Global Ticketing Industry appeared first on FinSMEs.

52

52

Vistra

DECEMBER 17, 2024

A client onboarding program is an essential part of any service providers operation. An efficient, comprehensive and compliant program can establish lasting trust between the provider and its clients, whereas a slipshod program that allows for delays, regulatory lapses and other errors will frustrate clients and put them at risk.

52

52

Blackstone News

DECEMBER 17, 2024

The post Global Travel Technology Company OYO Completes Acquisition of G6 Hospitality from Blackstone Real Estate appeared first on Blackstone.

Companies 52

Companies 52

FinSMEs

DECEMBER 17, 2024

Singapore, Singapore, 17th December 2024, Chainwire The post Xterio Partners with Reka to Build Emotionally Intelligent AI Agents for Gaming and Beyond appeared first on FinSMEs.

52

52

SEI

DECEMBER 17, 2024

Streamlines Bulk Transfer of Benefits into SEI Master Trust among Buy-Out Arrangements

52

52

FinSMEs

DECEMBER 17, 2024

Tortola, British Virgin Islands, 17th December 2024, Chainwire The post TokenBuilder Releases 2025 Forecast on AI Integration and Fair Token Offerings appeared first on FinSMEs.

52

52

Investment Writing

DECEMBER 17, 2024

What’s the right way to spell the plural of Treasury, as in U.S. Treasury bond? Should it be “Treasurys,” following the rule that the members of the Murphy family become Murphys? Or should it follow the normal rules of creating plurals for words that end in the letter y? I panicked when I saw “Treasurys” in The Wall Street Journal.

Financing 98

Financing Finance Banks Companies 98

FinSMEs

DECEMBER 17, 2024

Dubai, United Arab Emirates, 17th December 2024, Chainwire The post Promeet Raises $3.1M in Pre-Seed Funding to Transform Creator Monetization appeared first on FinSMEs.

Funds 52

Funds 52

AltAssets

DECEMBER 17, 2024

Goldman Sachs Alternatives' PE arm has agreed to pick up a majority stake in Synthon from BC Partners in a deal believed to value the international pharmaceutical business at about 2bn. The post Deal Roundup: BC sells Synthon stake to Goldman PE arm, valuing company at about 2bn, Stonepeak to buy Forgital from Carlyle appeared first on AltAssets Private Equity News.

Stakes 61

Stakes Companies Buyout Funds 61