Private Equity Insights

JANUARY 9, 2025

True Religion announced on Tuesday that private equity firm Acon Investments has acquired a majority stake in the company. SB360 Capital Partners, chaired by American Eagles CEO Jay Schottenstein, also took part in the deal. True Religion stated that the acquisition would support the expansion of its product range and global presence. The US-based clothing company will maintain its independence following the acquisition.

Private Equity Firms 254

Private Equity Firms Private Equity Firms Investing Depreciation 254

The Motley Fool

JANUARY 9, 2025

The S&P 500 is coming off back-to-back annual gains of more than 25% in 2023 and 2024 (including dividends), something it has only done one other time in its history dating back to 1957. In other words, the bull market is roaring. The S&P 500 is weighted by market capitalization, so the largest companies in the index have a greater influence over its performance than the smallest.

Exchange-Traded Funds 241

Exchange-Traded Funds Consulting Consultants Funds 241

Private Equity Insights

JANUARY 9, 2025

A consortium of private credit funds, including Antares Capital, Blue Owl Capital, KKR, and Goldman Sachs Asset Management, has agreed to take control of Alacrity. BlackRock had previously acquired a controlling stake in the business from private equity firm Kohlberg & Company in February 2023. The acquisition was part of a $4.3bn long-term private capital strategy.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Funds Asset Management 147

The Motley Fool

JANUARY 9, 2025

EPR Properties (NYSE: EPR) is a unique real estate investment trust (REIT). There are reasons to like its highly focused approach and reasons to dislike it. Unfortunately, the coronavirus pandemic and a subsequent dividend cut highlighted one of the biggest reasons to be worried about EPR Properties. Here's why some investors will want to avoid the REIT, and others will probably find it attractive.

Assets 130

Assets Portfolios Returns Investors 130

Private Equity Insights

JANUARY 9, 2025

Global healthcare private equity reached an estimated $115bn in 2024, marking the second-highest annual deal value on record, driven by a rise in large-scale transactions. The year saw five deals exceeding $5bn, up from two in 2023 and one in 2022. North America led the market, accounting for 65% of global deal value, followed by Europe at 22% and Asia-Pacific at 12%.

Assets 130

Assets Funds Accounting Capital 130

The Motley Fool

JANUARY 9, 2025

More than ever, tech giants are searching for clean, sustainable energy sources. One company looking to lead the way with its next-generation nuclear technology is Oklo (NYSE: OKLO). According to data provided by S&P Global Market Intelligence , the company surged 101% higher in 2024. Investor enthusiasm around its technology and what it can do to meet tech companies' growing energy needs has driven the stock higher.

Investors 130

Investors Companies Returns Investing 130

Private Equity Insights

JANUARY 9, 2025

OnPay, a prominent provider of payroll, HR, and benefits solutions, has raised over $100m in new funding. The funding comprises a $63m Series B round led by Carrick Capital Partners, with additional backing from AB Private Credit Investors, AllianceBernstein’s middle-market private capital platform, and existing investors. OnPay also secured a debt facility from MC Credit Partners.

Funds 130

Funds Debt Capital Investors 130

Private Equity Insights

JANUARY 9, 2025

Mashura, a leading healthcare inventory intelligence platform, has announced a $300m strategic partnership with a newly established financing vehicle backed by Warburg Pincus, a pioneer in private equity growth investing. The partnership will support Mashura’s efforts to expand its customer base in the US and internationally, drive innovation in its solutions, and strengthen integration partnerships.

Financing 130

Financing Finance Capital Funds 130

The Motley Fool

JANUARY 9, 2025

Shares of The Trade Desk (NASDAQ: TTD) rose 63.3% in 2024, according to data from S&P Global Market Intelligence. That's a market-smashing success story even in a year where the S&P 500 (SNPINDEX: ^GSPC) market index increased by 23.4%. The omnichannel advertising specialist shocked the Street with a steady stream of positive surprises in last year's earnings reports.

Shareholders 130

Shareholders Returns Investors Portfolios 130

Private Equity Insights

JANUARY 9, 2025

Aviceda Therapeutics has launched biotech financing in 2025 with a $207.5m raise to advance its lead drug for geographic atrophy, a sight-threatening disease, into pivotal trials. The Series C round, co-led by Omega Funds and TCGX, will support the ongoing phase 2/3 SIGLEC trial of AVD-104 for geographic atrophy linked to age-related macular degeneration.

Financing 130

Financing Finance Capital Funds 130

The Motley Fool

JANUARY 9, 2025

Plains All American Pipeline (NASDAQ: PAA) already offers investors a lucrative income stream. The master limited partnership's (MLP) distribution yield is currently over 7%, which is well above the S&P 500's 1.2% dividend yield. That payout is heading even higher in 2025 after the MLP recently signed a series of deals to increase its cash flow.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraging Assets Capital 130

Private Equity Insights

JANUARY 9, 2025

The Vistria Group has closed its largest private equity fund to date, Vistria Fund V, with $3bn in total capital commitments. The firm now manages nearly $16bn across its funds and co-investment vehicles, more than doubling its assets under management in just over three years. In line with its established strategy and previous funds, Vistria Fund V will focus on investing in US-based healthcare, knowledge and learning solutions, and financial services companies.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Leveraging 130

The Motley Fool

JANUARY 9, 2025

Shareholders in Hershey (NYSE: HSY) are hoping for sweeter days ahead following a frustrating 2024. Underwhelming sales by the confectioner have pressured the stock, which is down about 12% over the past year and currently near a 52-week low. Despite some bitter headline numbers, there are several reasons now could be a great time to pick up shares in a high-quality company that maintains solid fundamentals.

Shareholders 130

Shareholders Portfolios Returns Companies 130

Private Equity Insights

JANUARY 9, 2025

Northleaf Capital Partners has announced that its managed funds have completed an investment in CCM Hockey. The transaction was executed in partnership with Altor Equity Partners, a prominent European private equity firm specializing in middle-market investments. CCM is valued between $371m and $416m. This marks a significant increase from the $110m price Adidas AG received when it sold the company to Birch Hill in 2017.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Investing Capital 130

The Motley Fool

JANUARY 9, 2025

When a lot of investors think about building wealth, their thoughts tend to go toward capital appreciation. That's understandable, but it misses the full picture when it comes to investing. Dividends, particularly if you reinvest them, can help you build wealth slowly (and easily) over time. This is why investors would be wise to take a closer look at high-yield stocks like Realty Income (NYSE: O) and Vici Properties (NYSE: VICI) right now.

Exchange-Traded Funds 130

Exchange-Traded Funds Assets Portfolios Returns 130

Financial Times: Moral Money

JANUARY 9, 2025

Worlds largest money manager had staked out position as sustainable investment leader

Stakes 112

Stakes Investing 112

The Motley Fool

JANUARY 9, 2025

Artificial intelligence (AI) is being touted as a technology that could bring significant increases in productivity and exponentially grow the global economy. The latest developments in AI are still in the early stages, making this a once-in-a-generation opportunity. But it's important to invest in the right companies that can successfully monetize and profit from where AI is going.

Prospects 130

Prospects Financing Finance Investors 130

Blackstone

JANUARY 9, 2025

The post 2025 Macro Outlook: Policymakers Have the Pen appeared first on Blackstone.

105

105

The Motley Fool

JANUARY 9, 2025

In this video, I will talk about quantum computing stocks such as Rigetti (NASDAQ: RGTI) , which dropped over 40% on Wednesday. Watch the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were from the trading day of Jan. 8, 2025. The video was published on Jan. 8, 2025. Where to invest $1,000 right now?

Returns 130

Returns Companies Investing 130

Blackstone News

JANUARY 9, 2025

The post Blackstone Invests $300 Million at a $5 billion Valuation in DDN, AI and Data Intelligence Solutions Leader, to Fuel Further Rapid Growth appeared first on Blackstone.

Investing 98

Investing 98

The Motley Fool

JANUARY 9, 2025

Enterprise Products Partners (NYSE: EPD) has done a magnificent job distributing cash to its investors. The master limited partnership (MLP) extended its distribution growth streak to 26 years in 2024 -- every year since it came public. Overall, it has returned more than $55 billion in cash to its investors over the years via distributions and unit repurchases.

Investors 130

Investors Prospects Capital Leveraging 130

Private Equity Wire

JANUARY 9, 2025

Could 2025 be a year of exits? Many anticipate so, as the M&A machinery eases back into action. A record-breaking secondary market is also greasing the deal wheels. Still, as we anticipate a healthier deal landscape, challenges of the past few years have left their legacy.Here are some of the biggest names in PE, generously giving us their view on where we are, and what we stand to gain in 2025.

95

95

The Motley Fool

JANUARY 9, 2025

Dividend Kings are an elite category of companies that have paid and raised their dividends for at least 50 consecutive years. But not all Dividend Kings have a schedule for making these raises. For decades, Coca-Cola (NYSE: KO) and Procter & Gamble (NYSE: PG) have raised their payouts in the first half of the calendar year. Here's why both Dividend Kings stand out as solid buys for 2025.

Shareholders 130

Shareholders Stakes Capital Investors 130

Private Equity Wire

JANUARY 9, 2025

Buyout firm Energy Capital Partners (ECP) and its co-investors are edging closer to agreeing a deal for the $30bn sale of Calpine to Constellation Energy, according to a report by Reuters citing unnamed sources familiar with the matter. Calpine was taken private in 2017 in a $17bn transaction led by ECP, alongside co-investors CPP Investments and Access Industries.

Leveraged Buyouts 88

Leveraged Buyouts Buyout Capital Leveraging 88

The Motley Fool

JANUARY 9, 2025

There are some smart moves you can make to put yourself in a position to have a financially secure retirement. Opening an IRA is one example, and maintaining an age-appropriate asset allocation in your investment portfolio is another. Outside of investing, moves like paying your home off before retirement, or getting rid of other debts, can go a long way toward financial security.

Debt 130

Debt Assets Accounting Portfolios 130

AltAssets

JANUARY 9, 2025

FTV Capital has hauled in more than $4bn across its new flagship fund and its inaugural vehicle focused on smaller investments. The post FTV Capital collects more than $4bn across biggest flagship fund yet, debut smaller deals vehicle appeared first on AltAssets Private Equity News.

Capital 95

Capital Funds Investing Buyout 95

The Motley Fool

JANUARY 9, 2025

Excitement over the hot technology of artificial intelligence (AI) helped the stock market soar last year -- and the movement may be far from over. This is because we're still in the early stages of AI development. Companies have invested in data centers and building AI platforms, but there's much more work to be done there. Nvidia (NASDAQ: NVDA) chief executive officer Jensen Huang has said about $1 trillion in outdated computers exist and must be updated for accelerated computing.

Prospects 130

Prospects Shareholders Returns Stock Market 130

Private Equity Wire

JANUARY 9, 2025

Private investment giant Blackstone, in partnership with smaller investors, is acquiring a majority stake in Citrin Cooperman, a US accounting firm, in a deal that values the company at over $2bn, according to a report by the Financial Times. The stake is being purchased from New Mountain Capital, which originally acquired Citrin Cooperman in late 2021 for an enterprise value of about $500m, and marks the first time a major accounting firm has changed private equity hands twice, signalling a ris

Stakes 70

Stakes Accounting Mergers and Acquisitions Enterprise Values 70

The Motley Fool

JANUARY 9, 2025

Shares in GE Aerospace (NYSE: GE) rose by more than 63% in 2024 after adjusting for the spinoff of GE Vernova in April, according to data provide d by S&P Global Market Intelligence. The move comes as the commercial aerospace industry and GE, in particular, helped dispel fears of a slowdown in original equipment (OE) sales due to both Boeing and Airbus falling short of airplane production expectations and ongoing supply chain and parts availability issues at suppliers like GE.

Returns 130

Returns Portfolios Investors Companies 130

Private Equity Wire

JANUARY 9, 2025

Warburg Pincus is exploring strategic options for its portfolio company Modernizing Medicine (ModMed), which could include a sale in a deal valued at over $5bn, including debt, according to a report by Reuters citing unnamed sources familiar with the matter. The Boca Raton, Florida-based healthcare technology provider has been a key investment for Warburg Pincus since 2017 and has supported its growth in the healthcare software sector, offering solutions that streamline clinic operations and man

Private Equity Firms 84

Private Equity Firms Private Equity Firms Stakes Debt 84

The Motley Fool

JANUARY 9, 2025

Shares of Quantum Computing Inc. (NASDAQ: QUBT) soared 1,713% last year, according to data from S&P Global Market Intelligence. As the name suggests, this is a quantum computing start-up that has benefited from the major run in this industry niche in the latter half of 2024. With the artificial intelligence (AI) bull market in full swing and recent quantum computing breakthroughs putting the technology in the limelight, investors have been all over Quantum Computing Inc. in recent months.

Prospects 100

Prospects Returns Investors Portfolios 100

Private Equity Wire

JANUARY 9, 2025

Summit Partners, a growth-focused private investment firm, has appointed Ricardo Gonzalez as a Partner on the firms Growth Products & Services team. Gonzalez joins from New Mountain Capital, where he served as a Managing Director. Gonzalez brings more than 15 years of investing and operating experience to the role and will focus on businesses and talented executives in the financial services, consumer, business services and industrial technology sectors.

Consulting 80

Consulting Consultants Financial Services Business Services 80

The Motley Fool

JANUARY 9, 2025

Shares of American Express (NYSE: AXP) stock shot up 58.4% in 2024, according to data from S&P Global Market Intelligence. The credit card and banking giant had close to everything working in its favor last year, as the company posted strong earnings growth and saw its price-to-earnings ratio ( P/E ) expand. The Warren Buffett favorite now has a market cap of over $200 billion, making it one of the largest financial institutions in the world.

Financial Institutions 100

Financial Institutions Banks Stock Market Stock Market 100

AltAssets

JANUARY 9, 2025

Ardian has closed a continuation fund for Syclef, a European firm specialising in the installation and maintenance of refrigeration and air conditioning systems. The post Eurazeo, Astorg lead continuation fund for Ardian portfolio business Syclef appeared first on AltAssets Private Equity News.

Portfolios 66

Portfolios Funds Buyout Investing 66

The Motley Fool

JANUARY 9, 2025

Based on nothing more than the numbers, shares of consumer-technology titan Apple (NASDAQ: AAPL) should have barely budged in 2024. The top line only improved to the tune of 2% for the fiscal year ending in September, while net income fell more than 3% year over year. Notably, sales of its breadwinning iPhone floundered as measured by revenue or by shipments of units, extending years' worth of lethargy.

Prospects 100

Prospects Companies Investors Returns 100

AltAssets

JANUARY 9, 2025

Natixis IM-owned private equity investorFlexstone Partners has raised $200m for its latest mid-market secondaries fund. The post Natixis-owned Flexstone Partners picks up $200m for latest mid-market secondaries fund appeared first on AltAssets Private Equity News.

Funds 73

Funds Buyout Investing 73

The Motley Fool

JANUARY 9, 2025

Decades away from his star-making turn at George Soros' Quantum Group of Funds, high-profile investor Stanley Druckenmiller stays well active in the stock-picking game with his Duquesne Family Office investment vehicle. As a veteran player with many successes, he continues to be followed by peers wanting to catch some of that magic. So, it's worth looking at where Duquesne has been concentrating its investment capital recently.

Capital 100

Capital Funds Returns Investing 100