The Motley Fool

APRIL 12, 2024

Image source: Getty Images Long-term care insurance is designed to prevent the financial strain that comes with unexpected nursing home stays and other types of long-term care you might need later in life. With nursing home stays exceeding six-figure sums in many cases, this can be valuable protection for retirees. While you're unlikely to need long-term care anytime soon if you're a healthy 50-something who hasn't retired yet, you can certainly purchase a long-term care policy if you choose to

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Private Equity Insights

APRIL 12, 2024

Healthcare IT firm Model N said on Monday it has entered into an agreement to be taken private by investment firm Vista Equity Partners for about $1.25 billion, sending its shares up 9.3% at $29.60 in premarket trading. Vista will acquire all the outstanding shares of Model N for $30 per share, according to the terms of the agreement, representing a premium of 10.7% to the company’s last close.

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The Motley Fool

APRIL 12, 2024

Image source: Getty Images I decided more than three decades ago that I wasn't going to become a parent, and in the ensuing years, I've heard all the myths, stereotypes, and outright lies about people like me. One of the biggest is that people without kids are rich -- this one is frequently repeated, even in comic strip form. Let me clear that up for you right now.

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A Wealth of Common Sense

APRIL 12, 2024

According to Redfin, we just hit another new all-time high in the median monthly payment (based on current home prices and mortgage rates): The median payment for a new purchase has doubled since 2021. Mortgage rates were back up to 7.4% this week. Nationwide housing prices are still are all-time highs and up around 50% since the end of 2019. There has been this feeling of something has to give for a while now but nothi.

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The Motley Fool

APRIL 12, 2024

Image source: Getty Images Both Costco and Sam's Club are warehouse clubs that you pay a membership fee to join. Many people opt to pay the cost of membership because these warehouse clubs offer bulk bargains. For most people, it doesn't really make sense to join both Costco and Sam's Club. There's a lot of overlap between what the stores offer, and your budget might not bear the cost of both.

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Private Equity Insights

APRIL 12, 2024

The private credit team of Adams Street Partners, a private markets investment firm with more than $58bn in AUM, has held the final closing of ASP Summa, a $1bn middle market collateralised loan obligation (CLO). The CLO is a first for Adams Street and was structured in partnership with American Equity Investment Life Insurance Company (American Equity Life), an issuer of fixed index annuities.

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Private Equity Insights

APRIL 12, 2024

Triton Partners’s Triton Smaller Mid-Cap Fund I has agreed to sell European consumer data collection platform Nemas Holdco (Norstat) to Swedish private equity firm Nalka Invest, with Danish investment firm Kirk Kapital acting as a large minority shareholder. Terms and conditions of the transaction have not been disclosed, and closing is subject to customary regulatory approvals.

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The Motley Fool

APRIL 12, 2024

Many people dream of retiring early and getting to spend their days doing the things they want to do. And then there are those people who retire early not because they've always wanted to, but because they're forced out of a job. Either way, if you're an early retiree, you may be tempted to claim Social Security as soon as your career comes to an end.

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Private Equity Insights

APRIL 12, 2024

US private equity firm Compass Group Equity Partners has closed Compass Group Fund III and hit its hard cap of $408m, the firm’s second oversubscribed fundraising in two years. According to a press release, the fund attracted “strong carryover” from investors in the firm’s previous fund, which closed in April 2022, having secured support from insurance companies, endowments, registered investment advisors, and foundations.

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The Motley Fool

APRIL 12, 2024

Artificial intelligence (AI) has burst onto the scene in a big way over the past year or so. The forerunners of modern AI have been around since the 1950s, but recent algorithms have taken the technology to the next level. What sets generative AI apart from its predecessors is not only the ability to create completely new and unique content but also to streamline and automate processes, resulting in substantial productivity increases.

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Private Equity Insights

APRIL 12, 2024

Alliance Bidco, a limited company indirectly owned by Symphony Technology Group (STG Partners), a $10bn US private equity firm focused on data, software and analytics, has agreed to an all-cash £146.7m take-private of Gresham Technologies, a UK fintech specialising in solutions for data integrity and control, banking integration, payments and cash management.

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Private Equity Firms Private Equity Firms Stock Exchanges Financial Services 130

The Motley Fool

APRIL 12, 2024

For nearly 60 years, Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B) CEO Warren Buffett has been delivering outsized returns for his investors. Whereas the benchmark S&P 500 has gained a little over 34,000%, including dividends paid, since the "Oracle of Omaha" took over as Berkshire's CEO in the mid-1960s, Buffett has overseen an aggregate return in his Class A shares (BRK.A) that surpassed 5,100,000%, as of the closing bell on April 5.

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Private Equity Insights

APRIL 12, 2024

Asset manager Blackstone known as AIR Communities, for $10 billion in cash, including debt, in what analysts see as a bet on easing pressure within the commercial real estate market. Under the deal, Blackstone will pay $39.12 for each share of the real estate investment trust, representing a premium of about 25% to its closing price on Friday. Shares of the REIT jumped about 23%.

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Private Equity Firms Private Equity Firms Asset Management Stakes 130

The Motley Fool

APRIL 12, 2024

In today's video, I discuss recent updates affecting Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG). Check out the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of April 10, 2024. The video was published on April 11, 2024. Should you invest $1,000 in Alphabet right now?

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Private Equity Insights

APRIL 12, 2024

Specialist growth investment firm Verdane has acquired a majority equity stake in Corlytics, a provider of regulatory intelligence and policy compliance technology. The investment will support the Corlytics’s continued growth. Verdane invested in Corlytics via its newly raised €1.1bn Edda III Fund. The firm currently has €6.9bn in committed capital for scaling tech-enabled growth businesses, according to a press release.

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The Motley Fool

APRIL 12, 2024

The wealthiest Social Security beneficiaries are taking home a record $4,873 per month in 2024, up from $4,555 per month last year. That kind of money could support a pretty comfortable retirement, especially when paired with personal savings. But claiming checks this size is quite rare. In reality, the average benefit is only about $1,911 per month, as of Feb. 2024.

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Private Equity Insights

APRIL 12, 2024

Infrastructure private investment firm Global Infrastructure Partners (GIP), has held the final closing of the GIP Australia Fund II (GIPA II) with aggregate committed capital of AUD4bn (£2.1bn), at the upper end of its AUD3bn to AUD4bn target range. GIPA II has commitments from institutional investors across Australia, Asia, Europe and North America.

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The Motley Fool

APRIL 12, 2024

The demand for artificial intelligence (AI) stocks may lead investors to ponder how to invest in this sector with minimal risk. This is a critical concern as AI stocks like Nvidia and Tesla have experienced massive sell-offs when those stocks fell out of favor. Moreover, the AI industry is comprised of smaller stocks such as DigitalOcean and C3.ai. Although investors may see considerable potential for gains, unexpected occurrences often derail such growth stories.

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Private Equity Insights

APRIL 12, 2024

Orion Resource Partners, a global investment firm specialising in metals and materials, has sold an 8% minority interest in Sweetwater Royalties, a private industrial minerals royalty company, to a Canadian pension fund for $100m. The transaction implies an approximately $1.9bn enterprise value for 100% of Sweetwater Royalties, with Orion retaining a 67% majority ownership share in the asset, having sold a 25% stake to Ontario Teachers’ Pension Plan in March 2023 for approximately $220m.

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The Motley Fool

APRIL 12, 2024

One of the most challenging parts of planning for retirement is never knowing exactly how much you need to save. It's impossible to predict what emergency costs could arise, and your plans for the future could also shift as you age. This is why many people fall back on certain retirement "rules" about how much they should save. Here's what one of the most popular retirement savings rules says about how much the average worker should have saved by the age of 50.

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Private Equity Insights

APRIL 12, 2024

Funds advised by European mid-market private equity firm Triton Partners have agreed to acquire VolkerWessels Verbindingen en Netwerken (V&N Group), a provider of energy & utility, connectivity and building installation services in the Netherlands and Germany. V&N Group is indirectly owned by Koninklijke VolkerWessels, the major European construction services business, and controls its energy, telecom and technical installation companies cluster.

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The Motley Fool

APRIL 12, 2024

For a second consecutive year, the bulls are running wild on Wall Street. While most investors love a good bull market, it can make locating good deals more challenging. As of the closing bell on April 10, the S&P 500 's Shiller price-to-earnings (P/E) ratio (also known as the cyclically adjusted price-to-earnings ratio, or CAPE ratio ) registered one of its highest readings dating back more than 150 years.

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Private Equity Insights

APRIL 12, 2024

EQT has agreed to acquire a majority stake in Spain’s Universidad Europea from private equity firm Permira, in a deal that sources said valued the higher education group at more than 2 billion euros ($2.2 billion) including debt. The buyout groups announced the deal on Monday. It will see Permira retain a minority holding in the business. The deal represents EQT’s first-ever investment in education made through its infrastructure arm.

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The Motley Fool

APRIL 12, 2024

Nvidia (NASDAQ: NVDA) has been one of the hottest stocks on the market in 2024, with shares of the chipmaker registering stunning gains of 70% so far this year as its artificial intelligence (AI)-fueled growth shows no signs of stopping. Nvidia's revenue and earnings are topping Wall Street expectations. Even better, Nvidia is expected to sustain its impressive growth going forward thanks to its 90%-plus share of the AI chip market and an aggressive product roadmap.

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Private Equity Insights

APRIL 12, 2024

Ares Management is leading a group of private credit firms including Oak Hill Advisors, providing a debt package of over $1.2bn to CentralSquare Technologies as the software developer looks to refinance its debt. The report cites unnamed people familiar with the mater as revealing that the financing includes a $1.1m direct term loan that priced at 6 percentage points above the Secured Overnight Financing Rate, and a roughly $125m revolving facility.

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The Motley Fool

APRIL 12, 2024

The crypto market had a good week overall with Bitcoin and Ethereum rising by low-single-digit percentages until early morning on Friday. But at about 9 a.m. ET, the entire industry began to go into a tailspin. According to data provided by S&P Global Market Intelligence , as of noon ET Friday, Dogecoin (CRYPTO: DOGE) was up by 9.5% over the past week but after a rapid decline of 10% in the last two hours, it's now down slightly for the week as of 3 p.m.

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Private Equity Insights

APRIL 12, 2024

Blackstone is closing in on a deal with L’Occitane International owner Reinold Geiger to take the global skincare company private, with the world’s largest alternative asset manager potentially providing debt financing for the buyout. The report cites people familiar with the matter as suggesting that an announcement on a deal, which would end the company’s 14-year listing on the Hong Kong stock exchange, may be made in the next few days.

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The Motley Fool

APRIL 12, 2024

There's no denying that Nvidia sells the most powerful artificial intelligence (AI) chips today and dominates the market, holding an 80% share. And the stock represents a solid long-term investment opportunity even though it's soared in the triple digits over the past year. But that doesn't mean it's the best AI buy right now. In fact, one of Nvidia's rivals -- a player that fell behind in the AI race -- actually represents a more pressing buying opportunity today as it may be ripe for a big tur

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Private Equity Insights

APRIL 12, 2024

Alternative investment giant Brookfield Asset Management is in advanced talks with Castlelake over the acquisition of a majority stake in the $22bn private credit manager, a specialist in aircraft leasing, according to a report by the Financial Times. The report cites three unnamed people briefed on the matter as revealing that the proposed deal would see Brookfield invest more than $1.5bn to buy a majority interest in Castlelake and also make a large investment in its funds.

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The Motley Fool

APRIL 12, 2024

There's no denying the advent of artificial intelligence is changing the world in big ways. From the instant creation of digital images to conversational interactions to autonomous robots to fraud detection -- and more -- the things being done with artificial intelligence (AI) now were unthinkable just a few years back. The rise of AI has also thrust companies like Nvidia , Palantir , and Symbotic into the spotlight, as they all helped usher in the new era of supercomputing.

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Private Equity Insights

APRIL 12, 2024

New York-based private equity firm Behrman Capital has acquired Vista Apex, a US manufacturer of consumable dental products for preventative oral hygiene, endodontics and restorative dentistry, from Philadelphia-based private equity firm Inverness Graham. Vista Apex’s management team, led by CEO Scott Lamerand, will continue to lead the company under Behrman’s ownership.

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The Motley Fool

APRIL 12, 2024

Owning dividend stocks can be a great way to beat the market long term, and the market is giving investors some great opportunities today. In this video, Travis Hoium highlights five great dividend stocks with yields over 5%. *Stock prices used were end-of-day prices of April 10, 2024. The video was published on April 11, 2024. Should you invest $1,000 in Verizon Communications right now?

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FinSMEs

APRIL 12, 2024

Cryptocurrency markets have surged in popularity, attracting investors globally. In the United States, especially in New York, financial regulation is very important. Understanding the regulations is crucial. Also, for people who value privacy, finding trustworthy exchanges is crucial. They must be no-KYC (know your customer). This article covers the regulatory environment in the USA and […] The post Cryptocurrency Regulations and Safety Measures in the USA and New York: Exploring No-KYC E

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The Motley Fool

APRIL 12, 2024

In Amazon 's (NASDAQ: AMZN) annual shareholder letter released on Thursday, CEO Andy Jassy said, " Generative AI may be the largest technology transformation since the cloud. and perhaps since the Internet." If his excitement about artificial intelligence (AI) was apparent from that statement, he went on to say, "The amount of societal and business benefit. will astound us all.

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