Private Equity Insights

JANUARY 14, 2025

Texas-based Sallyport Investments closed its first private equity fund at $160m, surpassing its original target. The fund focuses on investing in lower middle-market companies across North America. Key sectors include healthcare, business services, and industrials, areas identified for their strong growth potential and scalability. The fund received commitments from a diverse group of investors, including family offices, institutional investors, and high-net-worth individuals.

High Net Worth Individuals 147

High Net Worth Individuals Funds Capital Business Services 147

Private Equity Professional

JANUARY 14, 2025

Arcline Investment Management has acquired Rotating Machinery Services (RMS) from Cortec Group. RMS specializes in aftermarket repair, maintenance, and overhaul services for large, highly engineered rotating equipment. The company services products used in refineries, chemical and petrochemical plants, and oil and gas facilities. Source: Rotating Machinery Services RMS’s service offerings include centrifugal, axial, reciprocating, and oil-free screw compressors, as well as hot gas expander

Enterprise Values 130

Enterprise Values Shareholders Capital Funds 130

Private Equity Insights

JANUARY 14, 2025

Allianz Global Investors closed its Private Markets Credit Opportunities Fund at 1.5bn, exceeding its initial target. The fund aims to provide flexible credit solutions to mid-sized companies across Europe, focusing on direct lending and structured credit investments. The capital was raised from a global pool of investors, including insurance companies, pension funds, and family offices.

New York Stock Exchange 130

New York Stock Exchange Funds Pension Funds Stock Exchanges 130

The Motley Fool

JANUARY 14, 2025

Plenty of technology companies saw solid growth in the past couple of years. Catalysts like strong spending on cloud infrastructure and services related to the growing adoption of artificial intelligence (AI) played a part, and there is a good chance that the trend will continue in 2025. Global information technology (IT) spending is forecast to increase by 9.3% in 2025 (to $5.74 trillion) as compared to 2024's estimated increase of 7.2%, according to Gartner.

Returns 130

Returns Companies Investors Portfolios 130

Private Equity Insights

JANUARY 14, 2025

Franklin Templeton has introduced its first open-end fund focused on secondary private equity. The fund launched with $904.5m in assets under management through partnerships with two U.S. wealth management firms. The Franklin Lexington Private Markets Fund (FLEX) is co-advised with Lexington Partners, a leader in secondary and co-investment markets.

Funds 147

Funds Leveraging Assets Taxes 147

Private Equity Professional

JANUARY 14, 2025

Tonka Bay Equity Partners has acquired LightMart , a distributor and manufacturer of outdoor industrial and commercial lighting products. LightMart offers a wide selection of light poles in square and round designs, made from steel, aluminum, and fiberglass, for use in parking lots, streets, and sports lighting. The companys LED fixture lineup includes area lights, floodlights, high bays, and canopy lights.

Capital 130

Capital Business Services Funds Companies 130

Private Equity Insights

JANUARY 14, 2025

Directional Capital, a private equity firm, is in advanced discussions to acquire Pizza Hut UKs restaurant operations. The proposed deal would include 140 sites and save most of the 3,000 jobs tied to the business. Only a small number of outlets are expected to close, according to Sky News. The transaction would likely involve a pre-pack administration of HWS.

Capital 130

Capital Private Equity Firms Private Equity Firms Buyout 130

Private Equity Insights

JANUARY 14, 2025

EG Group is gearing up for a $13bn IPO on the New York Stock Exchange. The company, co-owned by the Issa brothers and private equity firm TDR Capital, plans to list later this year in one of the largest retail IPOs in recent memory. The IPO will reportedly value the UK-based firm at approximately 10.7bn ($13bn). EG Group aims to use the proceeds to reduce its $9bn debt and fund expansion, with a focus on strengthening its US operations.

Debt 130

Debt New York Stock Exchange Private Equity Firms Private Equity Firms 130

Financial Times M&A

JANUARY 14, 2025

US regulator says Tesla chief underpaid by at least $150mn by not timely disclosing 5% stake in social media group

Stakes 98

Stakes 98

Private Equity Insights

JANUARY 14, 2025

Blue Owl Capital backed the $4bn acquisition of PCI Pharma Services, a leading provider of pharmaceutical packaging and clinical trial solutions. The deal was led by Kohlberg & Company, with Blue Owl providing strategic financing to support the transaction. PCI Pharma Services, headquartered in Philadelphia, delivers packaging, clinical trial support, and supply chain solutions to pharmaceutical and biotech companies.

Capital 130

Capital New York Stock Exchange Private Equity Firms Private Equity Firms 130

FinSMEs

JANUARY 14, 2025

Hanoi, Vietnam, 14th January 2025, Chainwire The post Koni Stack Partners with Mythical Games to Launch ‘Football Rivals’ on Telegram, Introducing a New Use Case for Polkadot and Accelerating Web3 Adoption appeared first on FinSMEs.

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Private Equity Insights

JANUARY 14, 2025

Ares Management has successfully raised 30bn for its private direct lending strategy, marking the largest fundraise in the firms history for this asset class. The strategy focuses on providing bespoke financing solutions to middle-market companies across North America and Europe. The 30bn was raised from a diverse global investor base, including sovereign wealth funds, pension plans, insurance companies, and family offices.

Finance 130

Finance Financing Leveraging Banks 130

Financial Times M&A

JANUARY 14, 2025

Lawsuit follows lengthy settlement talks between justice department and the private equity group

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Private Equity Insights

JANUARY 14, 2025

Capital D, a private equity fund manager, has made a strategic investment in GoWish, a leading Danish retail technology company. GoWish offers an AI-powered platform that enables retailers to predict customer preferences, optimise inventory, and enhance engagement. The companys solutions have gained traction with major retail brands, positioning it as a key player in the retail technology sector.

Capital 130

Capital Private Equity Firms Private Equity Firms Investing 130

Private Equity Wire

JANUARY 14, 2025

Blackstone is considering various strategic options for Liftoff, including a sale, which could value the mobile app marketing provider at over $4bn, including debt, according to a report by Reuters citing two sources familiar with the matter. The California-based company is collaborating with investment banks Goldman Sachs and Jefferies to explore its alternatives, including the possibility of an initial public offering, the unnamed sources have said, cautioning that these discussions are in the

Exit Strategy 59

Exit Strategy Initial Public Offering Amortization Depreciation 59

Private Equity Insights

JANUARY 14, 2025

Prada is evaluating a potential acquisition of Versace from Capri Holdings, with Citi acting as its adviser. Capri Holdings has engaged Barclays to identify potential buyers for Versace, attracting interest from private equity funds and other fashion groups. This development follows Tapestrys decision in November to abandon its $8.5bn acquisition deal for Capri, the parent company of Michael Kors.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Due Diligence Buyout 130

Private Equity Wire

JANUARY 14, 2025

Private equity firms increased their activity in Europe last year, capitalising on the continent’s economic difficulties to acquire large companies at lower valuations, according to a report by the Financial Times. Major transactions included a $6.9bn consortium deal for investment platform Hargreaves Lansdown, a $5.5bn buyout of cyber security company Darktrace by Thoma Bravo, and Brookfield’s $3.8bn investment in French renewable energy developer Neoen.

Leveraging 59

Leveraging Private Equity Firms Buyout Private Equity Firms 59

FinSMEs

JANUARY 14, 2025

FIZE Medical, a Tel Aviv, Israel-based fluid management optimization company, raised $30M in Series A funding. The round included a $14MSeries A-4 led by Rapha Capital Management and its managed fund, Rapha Capital PE Life Sciences Fund VI, with participation from Valitas Venture Capital, and eHealth Ventures. The company intends to use the funds to […] The post FIZE Medical Raises $30M in Series A appeared first on FinSMEs.

Venture Capital 64

Venture Capital Capital Funds Companies 64

Private Equity Wire

JANUARY 14, 2025

Allianz has closed its global Allianz Private Debt Secondaries Fund (APDS) at 1.5bn (1.26bn), exceeding its initial target size of 500m, according to a report by Alternative Credit Investor. Launched in September 2022, the APDS marks AllianzGIs inaugural secondaries fund, focusing on senior direct lending opportunities along with opportunistic positions.

Debt 59

Debt Funds Portfolios Investors 59

AltAssets

JANUARY 14, 2025

Allianz Global Investors has raised 1.5bn for the final close of its debut private secondaries debt fund, a huge jump compared to its initial 500m target. The post Allianz Global Investors soars to 1.5bn debut secondaries debt fund close, triple its initial target appeared first on AltAssets Private Equity News.

Debt 54

Debt Investors Funds Buyout 54

Private Equity Wire

JANUARY 14, 2025

Blue Owl Capital is spearheading a private credit deal worth approximately $4bn for PCI Pharma Services, which, if finalised, would rank among the largest direct lending agreements of the year, according to a report by Bloomberg citing sources familiar with the matter. The financing package includes a unitranche loan of about $3bn intended to refinance PCI Pharmas current debt, the unnamed sources said.

Liabilities 59

Liabilities Leveraging Debt Stakes 59

Walkner Condon Financial Advisors

JANUARY 14, 2025

Syl Michelin, Expat Financial Advisor at Walkner Condon, evaluates AI's impact on financial market performance. He highlights its influence on momentum investing and the concerns it generates over valuations and productivity in a complex economic landscape.

Stock Market 52

Stock Market Stock Market Investing 52

Private Equity Wire

JANUARY 14, 2025

King Street Capital is preparing to launch a new private credit fund, backed by a $70m investment from Generali Investments, the asset management division of the Italian insurance company Generali, according to a report by Bloomberg. King Street, which manages over $27bn in assets, joins other firms targeting European opportunities in the rapidly growing private credit market, which has attracted major global investors in recent years.

Funds 59

Funds Asset Management Assets Capital 59

FinSMEs

JANUARY 14, 2025

London, London, 14th January 2025, Chainwire The post Good Market Launches No-Code Trading Platform to Address Retail Traders’ $2.1 Trillion Challenge appeared first on FinSMEs.

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Mainsail

JANUARY 14, 2025

The post Mainsail Partners 2024 Year in Review appeared first on Mainsail Partners.

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FinSMEs

JANUARY 14, 2025

George Town, Cayman Islands, 14th January 2025, Chainwire The post Sonic Labs Introduces Innovative Points Program to Drive DeFi Growth and User Rewards appeared first on FinSMEs.

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SEI

JANUARY 14, 2025

Leaders to Support Strategic Growth Across Global Operations

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FinSMEs

JANUARY 14, 2025

New York City, United States, 14th January 2025, Chainwire The post Purple Bitcoin ($PBTC): A Community-Driven Token Designed for Investors and Built for Growth appeared first on FinSMEs.

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Investors 52

Financial Times: Moral Money

JANUARY 14, 2025

Larry Fink is used to brickbats, but this is a serious escalation

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FinSMEs

JANUARY 14, 2025

XtremeX Mining Technology, a Bellaire, TX-based company providing drilling solutions, raised $11M in Series A funding. The round was led by GoGreen Partners. The company intends to use the funds to drive the development and field deployment of the first hybrid rig at Santa Cruz. Led by CEO Matt Porter, XMT is a technology-driven hybrid […] The post XtremeX Mining Technology Raises $11M in Series A Funding appeared first on FinSMEs.

Funds 59

Funds Companies 59

A Wealth of Common Sense

JANUARY 14, 2025

One of my favorite market datasets just got its annual update. Aswath Damodaran at NYU publishes a yearly update of returns for stocks (S&P 500), bonds (10 year Treasuries), cash (3-month T-bills), real estate, gold and inflation going back to 1928. Plus this year he added small caps to the mix.1 These are the long-term returns for each asset class from 1928-2024: Stocks +9.94% Small caps +11.74% Bonds +4.50% Cash +3.

Returns 94

Returns Assets 94

Financial Times M&A

JANUARY 14, 2025

Structure and funding of acquisition by digital start-up Tortoise and other investors to be examined

Funds 42

Funds Investors 42

AltAssets

JANUARY 14, 2025

Lower mid-market private equity investor Sallyport has closed its first fund on $160m, two years after the firm launched. The post ‘Highly opportunistic’ investor Sallyport seals $160m final close for debut fund appeared first on AltAssets Private Equity News.

Funds 54

Funds Investors Buyout Investing 54

Financial Times M&A

JANUARY 14, 2025

Plus, meet the Donald of Dubai and what could go wrong in private credit

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Tobias Financial

JANUARY 14, 2025

The beginning of a new year is a wonderful time to take stock of your financial situation and ensure your financial plan is aligned with your current needs and goals. Life often brings small changes that may seem insignificant at first, but over time, they can add up and have a meaningful impact on your financial picture. To help you get started, weve provided a checklist designed to guide you through key areas to review, such as: Your Goals: Are you making progress toward existing goals, or do

Taxes 52

Taxes Debt Assets 52

Financial Times M&A

JANUARY 14, 2025

Negotiations at advanced stage between French and Swiss companies that provide certification services to industry

Companies 42

Companies 42

Million Dollar Round Table (MDRT)

JANUARY 14, 2025

By Jamie McIntyre, CFP It was pretty clear from the regulator that they didn’t want product to be the focus of what a financial planner or financial advisor led with. So with that, the message was clear: Don’t lead with a financial product as the tool that is going to help someone. Lead with advice and understanding them and what it is they really need.

Education 52

Education Banks Assets 52