Pension Pulse

FEBRUARY 12, 2025

Completed a US$250 million anchor investment in the Antares Private Credit Fund, which holds Antares-originated loans to private companies in the U.S. PowerSchool is a leader in K-12 administrative software and cloud-based solutions, serving educators in more than 90 countries. Committed KRW 473.1 Invested SEK 1.2

Mergers and Acquisitions 59

Mergers and Acquisitions Investing Stakes Buyout 59

The Motley Fool

DECEMBER 5, 2023

Later that year, JAB tried to take Panera public via a different route -- a special purpose acquisition company (SPAC) called USHG Acquisition Corp. The unusual SPAC arrangement ultimately failed, keeping Panera in the hands of private company JAB. But profits, like Krispy Kreme's, could be minimal. Here's why.

Initial Public Offering 100

Initial Public Offering Education Public Companies Stakes 100

The Big Picture

APRIL 21, 2024

My Sunday morning look at incompetency, corruption and policy failures: • ‘Water is more valuable than oil’: the corporation cashing in on America’s drought : In an unprecedented deal, a private company purchased land in a tiny Arizona town – and sold its water rights to a suburb 200 miles away.

Education 64

Education Asset Management Private Companies Assets 64

AdvisorPR

FEBRUARY 28, 2020

Recognition Matters As an owner or executive of a small to mid-sized private business, certain benchmarks should be celebrated and communicated to the public as a whole. From earning a new degree or designation to attending a weekend advanced study course, these educational accomplishments should not go uncommunicated. Send it out.

Education 52

Education Prospects Leveraging Private Companies 52

The Motley Fool

SEPTEMBER 6, 2023

The Motley Fool has been singing the song of pay down your credit card balances and know your APR for the entire history of the company and things don't really change in terms of consumer education about these issues. But it's an opportunity for the credit card companies and they've maximized it. That's not the case anymore.

Debt 130

Debt Education Banks Accounting 130

SuperAngel.Fund

JANUARY 19, 2024

This is roughly half of the amount invested in 2021 and highlights the reduced risk appetite for early stage private companies. Personally, I’ve spent a good amount of time, when presented with the opportunity, to educate my friends, family, extended network and aspiring angel investors, that this is simply not true.

Startups 69

Startups Due Diligence Angel Investors Deal Flow 69

Pension Pulse

APRIL 9, 2024

“The exposure to this development JV complements our recent investment in Scape Core Program and will further diversify our APAC portfolio with defensive cashflows that are driven by the favourable demographics in the region and the demand for quality education in Australia.”

Pension Funds 59

Pension Funds Education Leveraging Assets 59

Insight Partners

MAY 14, 2024

According to Das, the pressure to report on ESG progress isn’t just limited to public companies. Private companies are also experiencing pressure from various stakeholders, including investors, employees, and customers.

Leveraging 52

Leveraging Public Companies Private Companies Education 52

Fortune Financial

NOVEMBER 17, 2021

Alternative Investment Opportunity: Private Equity. Private equity is made up of nine investment strategies. At its core, private equity is capital that is invested in private companies that are not listed on the major U.S. Today, private equity firms are more focused on aligning the interests of all stakeholders.

Stock Market 52

Stock Market Stock Market Private Equity Firms Private Equity Firms 52

Zajac Group

JULY 8, 2024

Equity compensation can also be a valuable tool for private companies like start-ups and pre-IPO entities, as well as other types of tech companies. Private companies might not have the immediate cash flow to attract, retain, and motivate the best employees through competitive wages alone.

Taxes 52

Taxes Legal Due Diligence Stakes 52

Pension Pulse

MAY 8, 2023

Scott Pelley: What did the educators at Walnut Middle School tell you? No pension fund wants to invest in private companies that abuse immigrant children. I still don't and when I see these flagrant abuses at private companies, I'd be even tougher on them, lawyering up and using private investigators extensively.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

Pension Pulse

AUGUST 30, 2023

If a "sponsor," such as an insurance company or reinsurance company (a company that insures insurance companies), wants to transfer some or all of the risk it assumes in insuring a catastrophe, it can set up a separate legal structure—commonly known as a special purpose vehicle (SPV).

Collateral 59

Collateral Hedge Funds Investing Assets 59

The Motley Fool

FEBRUARY 15, 2024

During his time here, he was instrumental in our growth from a small pre-revenue private company to a public company with over $700 million in revenue. We continue to drive penetration with the focus of the Shockwave sales team and the support of our marketing and physician education programs.

Banks 130

Banks Accounting Leveraging Private Companies 130

Axial

NOVEMBER 9, 2023

.” Visit Ronin’s Profile “Lead Lap is a Northfield, Illinois-based private investment firm with several current investments in private companies. Zucker (“Zucker”), who serves as Managing Partner, and made his first private company investment in 1994.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Mergers and Acquisitions Investment Horizon 52

Pension Pulse

APRIL 3, 2024

Her husband had an accident at a construction site and their daughter's university education drained her savings. Private companies partly fund the home, taking the pressure off the local government. They will need to look after me." That is not the future 55-year-old Guohui Tang wants.

Pension Funds 52

Pension Funds Education Banks Funds 52

Zajac Group

OCTOBER 17, 2024

If you’re a business owner, partner, or investor in a private company, however, your paperwork might include a Schedule K-1 form (or just K-1, as it’s sometimes called). Don’t hesitate to reach out and schedule time to talk with our team to learn more.

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 52

The Motley Fool

AUGUST 5, 2023

Invest in their education An education may well be the greatest gift you can give. A great way to finance an education is through tax-advantaged 529 accounts and similar plans that can be used for college, and in many cases for K-12 and career training. And this is a great place for transparency. Image source: Getty Images.

Education 246

Education Consultants Consulting Debt 246

The Motley Fool

SEPTEMBER 5, 2024

The other one I'm really excited about is actually the use of AI in education, where I think despite the panic among a lot of teachers when ChatGPT came out that everyone was just going to use to cheat. They're now I think, playing catch up, mostly through partnerships with these smaller venture backed private companies.

Education 246

Education Companies Leveraging Stakes 246

The Big Picture

JANUARY 9, 2024

You, you were valedictorian Harvard, you never mentioned your Ivy League education. Like I think that, like there are a lot of people signing a public company merger agreement is sort of different from like signing a letter of intent to buy a private company, right? Like, be before he signed the deal.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

The Motley Fool

JULY 9, 2023

In the ESOP model, the company puts stock in a trust fund for employees to vest, and employees get the stock when certain conditions are met. ESOPs are usually created by private companies, and they offer benefits like tax breaks and money earned over time. This could be another streaming subscription or trendy new boots.

Exchange-Traded Funds 130

Exchange-Traded Funds Taxes Education Private Companies 130

The Motley Fool

AUGUST 21, 2023

The company went public through an initial public offering (IPO) in 2004 after years of steadily growing its student loan book. But then, the Obama administration decided to ban private companies from originating student loans, taking the process in-house for the federal government.

Returns 130

Returns Portfolios Initial Public Offering Education 130

The Motley Fool

JANUARY 17, 2025

The reason is because when you sell out a great winner, that is so costly versus selling out something that ends up dropping because the best you could ever do with the sale, for example, I once sold Strayer Education. I was like, I don't think this one's going to do well anymore. We're out. I was right.

Investors 130

Investors Mutual Funds Stock Market Stock Market 130

The Big Picture

NOVEMBER 22, 2022

SHAW: — and really was an inspiration for the way I think about learning and understanding the value of education. RITHOLTZ: So let’s talk a little bit about education. You went to Sidwell Friends School, that’s some rarefied company, isn’t it? But our students know many of the holding companies, right.

Financing 59

Financing Finance Hedge Funds Venture Capital 59

The Motley Fool

SEPTEMBER 8, 2023

C&S is one of the largest private companies in America today and an industry leader in wholesale grocery supply and supply chain solutions with a strong track record as a successful grocery operator retailer.

Banks 130

Banks Shareholders Capital Education 130

The Motley Fool

AUGUST 7, 2024

You couldn't buy Vanguard it's a private company, but if you'd bought those three companies he was writing about that were cheating with their unfair competitive advantages more than two decades ago, you'd be a very happy investor today. He probably wrote in 2002 or one. Think how well that passage has aged.

Investing 130

Investing Companies Stock Market Stock Market 130

The Big Picture

APRIL 4, 2023

So the theory was that’s great that you’re providing a loan, but if you can co-invest with them and get the upside of partnering with some of the most successful private equity funds in the United States, you know, a great way to enhance your returns. RITHOLTZ: We call that legal insider trading. KENCEL: Well, kind of like that.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

The Big Picture

AUGUST 8, 2022

ADMATI: We’re at the mercy of these private companies. RITHOLTZ: Because they’re private companies. But the Sacklers took away a whole bunch of money to private company. And so, you can’t fix it until you — that’s what the book tries to do is educate the public.

Banks 81

Banks Debt Financing Finance 81

The Big Picture

AUGUST 29, 2022

In other words, he — they’re a private company, he offered to buy them and fold them into Wellington, and they said thanks, but no thanks. But I’m like, honestly, you can’t — you can’t — I would not bank my kid’s college education money on …. They said they declined. They’re just putting money randomly.

Mutual Funds 69

Mutual Funds Funds Assets Asset Management 69

The Big Picture

JULY 11, 2023

If you’re a private company, you don’t have any of those pressures. It’s got a British legal system, a British education system, you know, while there’s 23 different languages that are spoken and more dialects… RITHOLTZ: Everybody speaks English. RITHOLTZ: Right. RITHOLTZ: Right.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Assets 88

The Big Picture

OCTOBER 15, 2024

And so today, if you’re not accessing private markets, you’re gonna get left way behind your returns. And unfortunately our DOD is not as competent as it used to be, but our private companies are the best in the world. But, but no, yes, we have to do lots of small ships if we wanna stay ahead of them.

Venture Capital 59

Venture Capital Private Companies Hedge Funds Capital 59

The Big Picture

JUNE 13, 2023

So I’m hopeful that with a bit of education, the science-based approach, people will realize that it shouldn’t be a political game. And very often now I can say, because there was a bit of a misunderstanding of what we were trying to do and what others are trying to do. I understand why. I’m not naive. I understand why.

Banks 59

Banks Asset Management Assets Capital 59

Zajac Group

JANUARY 24, 2025

In terms of equity compensation, a tender offer can refer to an organized transaction that allows shareholders of private company stock to sell before an initial public offering (IPO). This is why it is so important, if you own shares in a private company, to seriously consider participating in a tender offer.

Private Companies 52

Private Companies Companies Taxes Liabilities 52

Zajac Group

APRIL 1, 2025

If the company exceeds its target net revenue by a certain amount, the employee may receive even more sharesthe opposite is true as well. Double-Trigger RSUs Some RSUs, particularly those issued by private companies, may come with a double-trigger feature. This content is provided as an educational resource.

Taxes 52

Taxes Liabilities Education Legal 52

The Motley Fool

JANUARY 11, 2025

Good, for example, was Strayer Education, which we sold in January 2009, and it had been down in the succeeding five years, 75% more from that point so that was a good sale. That is a great company with a great culture. In fact, the market was up 125 percentage points over that time. Blast from the past number 5 is a life point.

Investors 130

Investors Capital Companies Education 130

The Big Picture

FEBRUARY 17, 2025

So 00:11:21 [Speaker Changed] You traveling all over the world to kick tires of these private companies or Yeah. So to use the example of the tech crackdown and, and I’ll extend that to also the education sector crackdown that proceeded it. What’s that like? 00:11:26 [Speaker Changed] Yeah, absolutely.

Investing 59

Investing Funds Financing Finance 59

Insight Partners

DECEMBER 9, 2024

” Vertical SaaS will expand into untapped markets and disrupt entire industries, especially laggards including education, healthcare, legal, and more. Teddie Wardi: “For M&A, well see more acquisitions where private companies are acquiring smaller series A/B companies.

Investors 52

Investors Mergers and Acquisitions Startups Leveraging 52

The Big Picture

NOVEMBER 4, 2024

But I wasn’t, I had no idea how interested I was in the topic, but I became fascinated by it and educated myself and wish it would’ve been nice to have had the internet back then. Epic is still private, very large private company. What did you do on 00:04:24 [Speaker Changed] Graduate?

Banks 52

Banks Startups Boutique Investment Banks Companies 52