Private Equity Insights

NOVEMBER 10, 2023

New York-based private equity firm Harvest Partners (Harvest), has closed it latest buyout fund, Harvest Partners IX and its parallel funds (HP IX) with $5.34bn in capital commitments, ahead of its $5.25bn target. HP IX is 30% larger than the firm’s previous private equity fund, which raised $4.1bn in 2019 and has been fully deployed.

Buyout 130

Buyout Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Wire

MAY 2, 2024

HighVista Private Equity X attracted support from existing investors including pension funds, endowments, foundations and family offices, in addition to several new investors, according to a press release.

Pension Funds 98

Pension Funds Enterprise Values Asset Management Assets 98

Private Equity Wire

APRIL 9, 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.

Stakes 97

Stakes Pension Funds Enterprise Values Finance 97

The Motley Fool

FEBRUARY 10, 2024

per share to account for changes to the value of pension fund, which it described as a "mark-to-market" or MTM expense. Earnings for the quarter, adjusted for pension fund contributions, could meanwhile bounce back 84% to as much as $24.85 The company also took a charge of $2.08 Together, that's $9.76

Pension Funds 130

Pension Funds Enterprise Values Accounting Funds 130

This is going to be BIG.

JULY 30, 2015

One of the first things I did when I joined the venture asset class as a lowly institutional LP analyst in 2001 was to build the VC fund cashflow model. Just about every analyst who looks at fund investing has built one. It's also not the "average fund". so that's what I said my exits would be as a seed stage fund.

Venture Capital 167

Venture Capital Returns Capital Enterprise Values 167

The Big Picture

MAY 9, 2023

And they all develop their own little system of useful terms, but then they end up becoming almost like a barrier that makes it hard for an outsider who hasn’t grown up in the world of finance, who doesn’t have a father who ran a hedge fund or an uncle who ran a private equity firm. SALISBURY: Yes. How do you juggle all of those?

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

Pension Pulse

SEPTEMBER 5, 2023

Harriet Agnew and Arjun Neil Alim of the Financial Times report Ontario Teachers’ fund acquires UK wealth manager 7IM: The Ontario Teachers’ Pension Plan has agreed to buy UK wealth manager Seven Investment Management, as one of Canada’s biggest investors bets on a sector that is rapidly consolidating.

Stakes 59

Stakes Asset Management Assets Financial Services 59

Pension Pulse

OCTOBER 22, 2024

Thomas Gualtieri and Dinesh Nair of Bloomberg report Canadian Pension Funds Ready €7 Billion Sale of Cubico: Canada’s Ontario Teachers’ Pension Plan and PSP Investments are about to kick off the sale of renewable energy company Cubico Sustainable Investments, according to people with knowledge of the matter.

Pension Funds 59

Pension Funds Investing Assets Enterprise Values 59

The Big Picture

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. That’s our private equity fund. RITHOLTZ: Right.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Pension Pulse

JULY 27, 2023

PLI said that the sale will see the “vast expertise” of the French operator brought to bear on the Irish operation, while nothing will change in terms of how the lottery itself raises funding, given the lottery itself will remain in Irish State ownership. A deal to sell PLI had been well flagged since the beginning of the year.

Pension Funds 52

Pension Funds Bidding Stakes Best Practices 52

Pension Pulse

JULY 11, 2024

Funds raised money, bought businesses, loaded them with debt, exited at a profit and convinced happy investors to do it all over again — at ever greater scale. Concerns about PIK loans have also begun to impact the people who provide them, often private credit funds. Surging borrowing costs have stalled that engine.

Buyout 59

Buyout Debt Leveraging Collateral 59

Pension Pulse

SEPTEMBER 12, 2024

The deal, it said, approved by the Competition Commission of India (CCI), involves the purchase of approximately 76,000 communication sites for an enterprise value of Rs 182 billion (Rs 18,200 crore). This once again underscores how important strategic partnerships are to Canada's large pension funds.

Enterprise Values 59

Enterprise Values Asset Management Buyout Assets 59

Pension Pulse

MARCH 11, 2024

stake in Italy's largest telecom network, aiming for digital growth: Canada Pension Plan Investment Board (CPP Investments) is set to expand its portfolio in Italy's digital infrastructure, having agreed to secure a 17.5 This move is part of a larger transaction that places NetCo's enterprise value at approximately $27.5

Stakes 59

Stakes Pension Funds Enterprise Values Investing 59

Pension Pulse

MAY 7, 2024

per share in cash representing an enterprise value of approximately $6.2 Headquartered in Toronto, with offices in Hong Kong, London, Luxembourg, Mumbai, New York City, San Francisco, São Paulo and Sydney, CPP Investments is governed and managed independently of the Canada Pension Plan and at arm’s length from governments.

Mergers and Acquisitions 64

Mergers and Acquisitions Investing Capital Assets 64

Pension Pulse

SEPTEMBER 10, 2024

Razak Musah Baba of IPE Real Assets reports OMERS to buy Allianz’s stake in Indian road infrastructure trust: Canadian pension fund OMERS is buying Allianz Capital Partners’ 13.5% The transaction values 100% of the Roads Portfolio at an enterprise value of approximately INR 66,100 million. in the company.

Stakes 59

Stakes Assets Buyout Shareholders 59

Pension Pulse

DECEMBER 18, 2024

billion (as at September 30, 2024) Media: Frank Switzer, Tel: +1 (416) 523 8039, Email: fswitzer@cppib.com About Healthcare of Ontario Pension Plan(HOOPP) AUM $112.6 billion (as at June 30, 2024) Media: Don Peat, Tel: +1 (416) 815 4433, Email: media@omers.com About Ontario Teachers Pension Plan (OTPP) AUM $255.8

Investing 59

Investing Consulting Consultants Pension Funds 59

The Motley Fool

MARCH 3, 2025

At that time, you had an enterprise value for MicroStrategy, which is market cap plus net debt. You an enterprise value of $96 billion. You had Bitcoin net asset value of $46 billion. At least if you want to participate that way, if you own NASDAQ index funds, I do. The dividend last year got funded by debt.

Investors 130

Investors Enterprise Values Shareholders Debt 130

Pension Pulse

FEBRUARY 25, 2025

Nicolas Van Praet of the Globe and Mail reports pension giant Caisse strikes deal to acquire Innergex Renewable Energy: Canadian pension fund giant Caisse de dpt et placement du Qubec has struck a deal to buy Innergex Renewable Energy Inc. The Caisse will pay $13.75

Pension Funds 59

Pension Funds Shareholders Legal Stakes 59