Private Equity Insights

JULY 6, 2023

Private equity firms with an investment focus on Europe raised less than two-thirds the capital of what they were able to raise in 2021 and 2020 (-37% vs both years) back to pre-pandemic levels. read more The post Investment Opportunities in a Period of Financial Uncertainty appeared first on Private Equity Insights.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Investing Exit Strategy 130

Private Equity Wire

MARCH 27, 2025

In terms of exit strategies, private equity professionals are planning for a dynamic and competitive landscape. More than half of GPs (54%) expect trade sales to be the most active exit route over the next two years, with 50% considering two portfolio companies for an IPO during the same period. In terms of AUM, 4.3%

Exit Strategy 45

Exit Strategy Leveraging Finance Financing 45

The Motley Fool

MARCH 15, 2024

Make sure you have a plan The first one might be the most important one: Have you reached your investing goals? Every person's financial and investing situation is different. Again, this is just another reason to have an exit strategy in place. Should you invest $1,000 in Bitcoin right now?

Exit Strategy 130

Exit Strategy Assets Portfolios Returns 130

Axial

JUNE 20, 2023

The Business Lifecycle The Early Years In the early years stage, business owners should start thinking about their exit strategy and long-term vision for the business. At this point, owners often have a clearer vision and can make tactical preparations for their future transition by developing a comprehensive exit strategy.

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Exit Strategy Buyout Leveraging Companies 98

The Motley Fool

JUNE 23, 2024

I tend to follow Warren Buffett's investing approach of holding stocks forever. Here's why I'm contemplating a partial sale and my potential exit strategy. I have a very diversified investment portfolio. of its investment portfolio. Should you invest $1,000 in Apple right now? Time to trim?

Exit Strategy 130

Exit Strategy Taxes Stakes Portfolios 130

The Motley Fool

AUGUST 23, 2024

And if you're plugging away at a side hustle that's seriously eating into your spare time, you may want to plan for a similar exit strategy. Of course, to earn a nice amount of passive income, you need a decent chunk of cash to save or invest. That's $320 per year you're invested, which is a nice sum, but not a ton.

Exit Strategy 130

Exit Strategy Banks Portfolios Accounting 130

The Motley Fool

FEBRUARY 13, 2025

The diversified real estate investment trust (REIT) made a strategic decision to exit the office sector at the end of 2023. The REIT's office exit acted as a headwind last year. in the fourth quarter as it started to benefit from new investments and rental escalations across its remaining portfolio. The REIT invested $1.6

Exit Strategy 130

Exit Strategy Assets Portfolios Funds 130

The Motley Fool

JUNE 16, 2023

Brookfield Infrastructure (NYSE: BIP) (NYSE: BIPC) has a simple, threefold investment strategy. Exits mature assets and recycles the capital into new investments. The company believes this strategy will help grow its funds from operations (FFO) per share by more than 10% annually over the long term.

Exit Strategy 130

Exit Strategy Private Equity Firms Private Equity Firms Bidding 130

The Motley Fool

DECEMBER 6, 2024

Winners don't need an exit strategy Shares of Roku have soared 70% since bottoming out in August. Should you invest $1,000 in Roku right now? if you invested $1,000 at the time of our recommendation, youd have $889,004 !* Roku isn't likely to find a match in the coming year.

Buyout 130

Buyout Enterprise Values Exit Strategy Amortization 130

Axial

JANUARY 30, 2024

Axial is excited to release our 2023 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the 2023 deal-making activities of 807 investment banks and advisory firms that met the qualifications to be considered for league tables.

Investment Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

The Motley Fool

APRIL 7, 2024

But trying to predict when that will happen and time your exit strategy accordingly could mean you miss out on potential gains by doing so. Remaining invested is still a sound strategy, regardless of what the short-term outlook is for the market.

Stock Market 130

Stock Market Stock Market Exit Strategy Exchange-Traded Funds 130

Private Equity Wire

OCTOBER 14, 2024

Speaking in interview, the $40bn alternative investment manager’s Chairman for Europe, said: “We need to ensure we leave some runway and don’t push too hard on valuations at IPO.” The supply of IPOs will increase, but whether demand does will depend on the quality of the assets,” he added.

Private Equity Firms 88

Private Equity Firms Private Equity Firms Initial Public Offering Exit Strategy 88

The Motley Fool

MARCH 28, 2024

Some people use Social Security as an exit strategy to escape a stressful job. If you're feeling burned out and can't imagine spending another month in the workforce, you may decide that filing for benefits at age 62 is an investment in your personal wellbeing, even if it means accepting a lower monthly payday for life.

Exit Strategy 130

Exit Strategy Taxes Investing 130

The Motley Fool

FEBRUARY 14, 2024

The real estate investment trust (REIT) reduced its dividend by nearly 20%, ending a quarter century of annual increases. It made the move following its decision to enhance its real estate portfolio and financial profile by exiting the office sector and resetting its payout ratio to a lower level. Should you invest $1,000 in W.

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Exit Strategy Shareholders Assets Portfolios 130

Private Equity Wire

APRIL 10, 2024

In a press statement, Kevin Neubauer, a Partner who co-leads the investment management group at Seward & Kissel, said: “Economic and regulatory factors have attracted a variety of asset managers and investors to the benefits of private credit in recent years, including those who have traditionally focused on equity investments. “We

Exit Strategy 75

Exit Strategy Law Firms Asset Management Financing 75

Private Equity Wire

JANUARY 17, 2024

This has added another layer of complexity to exit strategies and fundraising efforts, impacting GPs’ track records. ESG or ethical factors significantly influenced the decision to invest or not invest in a portfolio company for 83% of GPs in the past year, with 48% noting an increased impact over the period.

Exit Strategy 98

Exit Strategy Leveraging Finance Financing 98

Private Equity Wire

JANUARY 8, 2024

PARTNER CONTENT Citco is a pioneer in independent fund administration for the alternative investment industry, offering scalable and innovative solutions to meet the specific needs of its clients. Since the global finance crisis in 2008, private market strategies have gone through an extraordinary period of growth.

Assets 98

Assets Best Practices Exit Strategy Finance 98

Private Equity Wire

NOVEMBER 13, 2023

PARTNER CONTENT RAISE Impact is an impact investment strategy dedicated to investing in growth companies that are both profitable and committed to building a more sustainable future. They closely scrutinise the long-term sustainability and impact of their investments.

High Net Worth Individuals 98

High Net Worth Individuals Exit Strategy Consulting Consultants 98

The Private Equiteer

FEBRUARY 28, 2023

PIPEs are private investments made in public companies, with no shares offered on the open market. Private equity firms use this method opportunistically to invest in public companies, typically taking non-controlling stakes. PIPEs also simplify the exit strategy for private equity investors.

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Private Equity Firms Private Equity Firms Investing Fee Structure 52

Axial

MAY 4, 2023

Axial is excited to release its Q1 2023 Lower Middle Market Investment Banking League Tables. These league tables reveal the top 25 investment banks that were active on the Axial platform in Q1. In Q1, 740 sell-side investment banks and M&A advisors brought a total of 2,775 deals to market. million and $3.2

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Axial

MARCH 11, 2025

Advisors Release Information About Your Business in Stages & Use NDAs Initially, advisors will send an Investment Teaser to buyers within their network. Privacy and anonymity are crucial in the early stages, starting with initial conversations and the Investment Teaser. Evaluate buyers and execute an LOI.

Due Diligence 52

Due Diligence Consulting Consultants Leveraging 52

Axial

OCTOBER 26, 2023

Axial is excited to release its Q3 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q3. In Q3, 571 sell-side investment banks and M&A advisors brought a total of 2,360 deals to market.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

Axial

JULY 27, 2023

Axial is excited to release its Q2 2023 Lower Middle Market Investment Banking League Tables. These quarterly league tables reveal the top 25 investment banks active on the Axial platform in Q2. In Q2, 771 sell-side investment banks and M&A advisors brought a total of 2,647 deals to market.

Investment Banks 52

Investment Banks Investment Banking Mergers and Acquisitions Banks 52

Insight Partners

MAY 30, 2024

Ahlberg says: “I’ve known Insight for 11 years and had them invested for eight. We don’t often talk about financial goals or exit strategies here. Since the 2019 deal, the business has grown revenues fivefold. It’s been a pleasure to have a front-row seat to their success,” says Krane. What’s next for Recorded Future?

Exit Strategy 69

Exit Strategy Leveraging Banks Shareholders 69

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Your risk tolerance will influence your investment strategy and asset allocation.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 59

The Motley Fool

JANUARY 28, 2024

To get started investing, check out our quick-start guide to investing in stocks. 10 stocks we like better than Walmart When our analyst team has an investing tip, it can pay to listen. It's an argument against trading in and out of investing. A full transcript follows the video. and Walmart wasn't one of them!

Stock Market 130

Stock Market Stock Market Funds Returns 130

The Motley Fool

MAY 28, 2024

To get started investing, check out our quick-start guide to investing in stocks. Should you invest $1,000 in Walmart right now? if you invested $1,000 at the time of our recommendation, you’d have $652,342 !* Slow period right now for Home Depot, I'd like the investments they're making. Jason Moser: No.

Investors 130

Investors Stakes Consulting Consultants 130

Fortune Financial

SEPTEMBER 25, 2023

Whether planning for retirement, saving for your children’s education or simply looking to grow your investments, finding the right wealth management services in Kansas City can make all the difference. Your risk tolerance will influence your investment strategy and asset allocation.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 52

Hedgestone

JUNE 17, 2024

Remember, transitioning ownership when you’re still enthusiastic ensures a smoother process and potentially better offers from buyers—who wouldn’t want to invest in a business that’s thriving and backed by a passionate leader? Think about it: Would you invest in a business whose financials are messy and unclear?

Exit Strategy 52

Exit Strategy Amortization Depreciation Earnings Before Interest 52

Axial

JANUARY 15, 2025

We surveyed investment bankers to identify key factors that can derail a business sale. The CIM (Confidential Information Memorandum): A comprehensive document that helps buyers understand the strategic investment opportunity your business presents.

Due Diligence 59

Due Diligence Consulting Consultants Exit Strategy 59

Hedgestone

JUNE 17, 2024

This can include real estate, personal property, investments, and money in bank accounts. Think about it: could you apply similar strategies to your situation? Planning ahead with a well-thought-out exit strategy might just be the key to protecting your financial interests during uncertain times.

Legal 52

Legal Consulting Consultants Assets 52

Hedgestone

JUNE 17, 2024

Lastly, don’t overlook the importance of obtaining a fair valuation of your 50% stake and engaging in a negotiation process that reflects the true value of your investment. The market’s readiness plays a crucial role in determining the success of your exit strategy. Are you ready to take the next steps?

Legal 52

Legal Consulting Consultants Stakes 52

Trivest Partners

SEPTEMBER 27, 2022

.” TONY HILL John, welcome to the second installment of Beyond Control , our interview series where we profile current and former founders who have worked with Trivest’s Growth Investment Fund (also known as TGIF) and showcase their experience working with us. It’s hard to believe Jon-Don was TGIF’s first exit.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Exit Strategy Banks 40

The Motley Fool

DECEMBER 31, 2024

Where to invest $1,000 right now? When revenue growth slowed from 38% in 2022 to 21% last year, some naysayers figured that its springtime IPO was an exit strategy. Should you invest $1,000 in Reddit right now? if you invested $1,000 at the time of our recommendation, youd have $842,611 !* See the 10 stocks 1.

Initial Public Offering 246

Initial Public Offering Exit Strategy Financial Institutions Consulting 246

Private Equity Insights

MARCH 24, 2025

Temasek acquired its stake in 2017 from Thoma Bravo, which fully exited the business at that time, while Warburg Pincus invested $500m in 2021, becoming a minority stakeholder. The move aligns with a broader surge in private equity exits this year.

Bidding 147

Bidding Exit Strategy Private Equity Firms Private Equity Firms 147

Private Equity Insights

FEBRUARY 25, 2025

He emphasized that European companies remain undervalued compared to their US peers, and their lower leverage levels make them attractive investments. Robert also noted that Europes mid-market private equity segment is less reliant on IPOs for exit strategies, offering greater resilience in todays volatile market.

Exit Strategy 130

Exit Strategy Asset Management Leveraging Stakes 130

Private Equity Insights

MARCH 4, 2025

Bernasek sees IPOs as a compelling value driver, noting that Carlyle typically lists companies at twice their original valuation and exits at three times the initial investment. The private equity giant anticipates a resurgence in dealmaking despite a slow start to the year, driven by improving economic conditions and market stability.

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Leveraged Buyouts Buyout Exit Strategy Bidding 147