Private Equity Wire

NOVEMBER 27, 2024

Profit with Purpose investment firm LeapFrog Investments has held the final close of its fourth fund (Fund IV) with capital commitments and designated co-investments totalling $1.02bn, ahead of its original $1bn target.

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Funds Education Financial Institutions Asset Management 98

Private Equity Wire

JANUARY 13, 2025

Growth equity firm Valspring Capital has closed its first fund, Valspring Capital Fund I, exceeding its $255m target, with plans to focus on investments in growth-stage companies in the healthcare sector. Monument Group served as the placement agent for the fund, and Ropes & Gray provided legal counsel.

Capital 94

Capital Pension Funds Financial Institutions Funds 94

Private Equity Wire

NOVEMBER 5, 2024

Shamrock Capital (Shamrock), an LA-based investment firm specialising in the media, entertainment, and communications sectors, has held the final closing of Shamrock Capital Growth Fund VI (Growth VI) and Shamrock Capital Clover Fund I (Clover I), with a combined $1.6bn in capital commitments.

Capital 93

Capital Pension Funds Funds Financial Institutions 93

PE Hub

DECEMBER 15, 2023

Fund VI's limited partners include including public and private pension plans, endowments, sovereign wealth funds, financial institutions, insurance companies and family offices. The post TorQuest Partners racks up $2.1bn for sixth fund appeared first on PE Hub.

Financial Institutions 199

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PE Hub

NOVEMBER 3, 2023

BID III's limited partners include public and private pension plans, sovereign wealth funds, financial institutions, endowments, foundations and family offices. The post Brookfield Asset Management wraps up third infrastructure debt fund appeared first on PE Hub.

Asset Management 198

Asset Management Debt Assets Financial Institutions 198

PE Hub

JANUARY 31, 2024

Charlesbank Credit Opportunities Fund III's LPs include public and corporate pensions, endowments, foundations, financial institutions, asset managers and family offices, as well as high-net-worth individuals. The post Charlesbank Capital Partners wraps up third credit fund at $1.5bn appeared first on PE Hub.

High Net Worth Individuals 209

High Net Worth Individuals Capital Financial Institutions Funds 209

The Motley Fool

JUNE 17, 2023

According to federal law, if a financial institution notices irregular behavior that cannot be easily explained, the bank must alert law enforcement and regulators by filing a Suspicious Activity Report. Contact your financial institution If your financial institution offers 24/7 customer service, you're in luck.

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Banks Accounting Financial Institutions Legal 246

Private Equity Professional

JANUARY 6, 2025

Its customer base includes data centers, hospitals, financial institutions, and schools. These projects have included deploying high-capacity fiber optic networks for data centers, integrating telehealth video systems for healthcare facilities, and designing secure networks for financial services clients.

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Returns Financial Institutions Consulting Consultants 130

Private Equity Wire

JANUARY 16, 2025

The LP base includes major pension funds, insurance companies, sovereign wealth funds, financial institutions, and high-net worth individuals. The fundraise attracted a range of global investors, with more than 465 investors in total from 44 countries across Europe, the Americas, the Middle East, and Asia.

High Net Worth Individuals 90

High Net Worth Individuals Pension Funds Financial Institutions Stakes 90

The Motley Fool

MARCH 29, 2024

Cathie Wood is the head of Ark Investment Management, which operates 14 exchange-traded funds (ETFs) focused on technological innovations. Economic settlement network: Bitcoin could eliminate a number of fees imposed by banks and financial institutions, capturing between 1% and 10% of U.S. bank settlement volume.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Exchange-Traded Funds Financial Institutions 246

The Motley Fool

JULY 10, 2023

If the Fed decides to raise the federal funds rate again by another quarter percentage, we could see a slight uptick in CD rates. In fact, even though that decision will come toward the end of the month, banks and financial institutions may decide to raise CD rates beforehand to draw in depositors in anticipation of the Fed's decision.

Financial Institutions 243

Financial Institutions Banks Accounting Debt 243

The Motley Fool

MARCH 10, 2024

What you're trying to avoid is a non-sufficient funds situation. Not only will your bank hit you with a non-sufficient fund fee, but you're also likely to face a fee from the grocery store. territory sets the maximum amount financial institutions in that location can charge for non-sufficient funds.

Accounting 246

Accounting Financial Institutions Banks Financing 246

The Motley Fool

DECEMBER 4, 2023

In 2012, a start-up called Opencoin launched the Ripple payment-protocol network for handling real-time gross payment settlements, currency exchanges, and remittance payments for financial institutions. Institutional investors would also finally warm up to XRP and buy it alongside Bitcoin and Ether.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Financial Institutions Hedge Funds Banks 246

The Motley Fool

AUGUST 3, 2024

Financial institutions define "inactive" differently, so look at your deposit agreement carefully. They don't want to be the center of some big money laundering scheme, nor do they want to be the central financial institution of criminal activity. Some banks will even charge you a fee for an inactive or dormant account.

Banks 246

Banks Accounting Financial Institutions Funds 246

The Motley Fool

DECEMBER 5, 2023

How to report scams if you think you're a victim If you think you're the victim of a scam, you should first report it to your financial institution. If there is any chance of recovering your funds or halting any additional payments, your financial institution may be able to do so.

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Crowdfunding Financial Institutions Financing Finance 245

FinSMEs

MARCH 6, 2025

FutureVault, a Toronto, Canada-based provider ofAI-powered Digital Vaults for financial institutions, raised US$3Min equity funding, bringing the total raised since inception to US$31M. Backers included Founder & Executive Chairman G Scott Paterson, CEO Daniel Kenny, existing shareholders and selected new investors.

Financial Institutions 62

Financial Institutions Funds Shareholders Investors 62

The Motley Fool

OCTOBER 15, 2024

You might want to keep investing those funds, increasing the amount you can leave to your heirs or donate to charity down the road. With the current tax rates, it may still make sense to convert additional funds to a Roth IRA and pay the taxes now.

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Financial Institutions Taxes Accounting Funds 231

Private Equity Professional

JULY 24, 2024

Agellus Capital has held a final and hard cap close of its debut fund, Agellus Capital Private Equity Fund I LP (Fund I), with total limited partner capital commitments of $400 million. The new fund was oversubscribed and closed above its $350 million target after just five months of fundraising.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Financial Institutions 130

Private Equity Insights

JULY 12, 2024

AE Industrial Partners, a private equity firm specialising in national security, aerospace and industrial services, has held the final close of its third flagship private equity fund, AE Industrial Partners Fund III, at $1.28bn. read more The post AEI closes fund III at $1.28bn appeared first on Private Equity Insights.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Financial Institutions 130

The Motley Fool

JULY 8, 2023

All three financial institutions referenced AI when discussing their decisions. One logical way for investors to capitalize on that trend is to buy an S&P 500 index fund. But the most bullish call comes from Capital Economics. The consultancy recently increased its 2025 price target for the S&P 500 to 6,500. annually.

Consulting 244

Consulting Consultants Funds Financial Institutions 244

Private Equity Professional

MARCH 28, 2024

Percheron Capital has held an oversubscribed and hard cap close of its second fund, Percheron Capital Fund II LP, with $1.55 Limited partners in Fund II include both new and returning university endowments, charitable foundations, pension funds, financial institutions, family offices and fund-of-funds.

Pension Funds 130

Pension Funds Funds Financial Institutions Capital 130

The Motley Fool

APRIL 2, 2025

We've researched and compared savings accounts from top financial institutions to bring you the best options with the highest rates available today. If you value easy access to your funds and no long-term commitment, an HYSA may be the perfect fit. Fund your account. Want to grow your money without locking it up?

Accounting 130

Accounting Banks Financial Institutions Financial Services 130

The Motley Fool

SEPTEMBER 1, 2023

A multifaceted financial business with limited competition S&P Global is a financial institution that provides financial information, investment expertise, and all-around business analytics. Various financial institutions license the right to assemble funds that mirror the S&P 500.

Financial Institutions 246

Financial Institutions Banks Public Companies Investment Banks 246

The Motley Fool

OCTOBER 11, 2024

18, the Federal Reserve cut the federal funds rate by half a percentage point. Each time the Fed drops the federal funds rate, financial institutions tend to lower the APY on CDs and other deposit accounts, such as high-yield savings accounts and money market accounts (MMAs). But what will those lower rates do for you?

Financial Institutions 245

Financial Institutions Debt Accounting Banks 245

The Motley Fool

AUGUST 18, 2023

In the early 2000s, soaring home prices and lax lending standards left many subprime borrowers with too much debt and credit rating agencies failed to sound the alarm when that bad debt was repackaged as mortgage-backed securities and sold to financial institutions like Lehman Brothers. Scion invested $1.6

Stock Market 246

Stock Market Stock Market Financial Institutions Banks 246

The Motley Fool

JUNE 28, 2024

I embarked upon creating a travel-inspired bag line called PAK Rêve, but like many budding entrepreneurs, I hit a financial roadblock: I needed funds -- about $22,000 -- to place my first large order. Initially, the route through traditional financial institutions ended in rejection after rejection.

Startups 130

Startups Financial Institutions Funds Financing 130

The Motley Fool

JUNE 30, 2024

Image source: The Motley Fool/Upsplash In the vast ocean of funding opportunities, small businesses might find themselves adrift. Here, we explore three categories of such financial aids, providing examples and guidance on how to identify the best fit for your business.

Crowdfunding 246

Crowdfunding Startups Financial Institutions Funds 246

The Motley Fool

FEBRUARY 17, 2024

It processed more than $15 trillion over the trailing 12 months and has relationships with more than 14,500 financial institutions worldwide. The core payments business is the credit card network that connects a customer's financial institution with a merchant client. million cards globally.

Financial Institutions 246

Financial Institutions Initial Public Offering Banks Shareholders 246

The Motley Fool

FEBRUARY 29, 2024

XRP acts as a bridge currency, allowing financial institutions to quickly convert one currency into another, with the help of banking partners facilitating conversions between XRP and local currencies in dozens of countries.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Financial Institutions Legal Banks 246

The Motley Fool

JULY 27, 2024

Bitcoin (CRYPTO: BTC) investors might recall a fine Wednesday last January when the first exchange-traded funds (ETFs) based on spot Bitcoin prices hit the Street. The SEC eventually yielded to investor pressure and a torrent of ETF applications, approving the first funds based on Bitcoin futures in 2021.

Securities and Exchange Commission (SEC) 244

Securities and Exchange Commission (SEC) Mutual Funds Investors Exchange-Traded Funds 244

The Motley Fool

SEPTEMBER 13, 2024

A broad market-tracking index fund gives you a huge shot of instant diversification, and then you can build on that rock-solid base by adding single stocks later. Let me show you why this exchange-traded fund (ETF) can be the perfect starting point for Wall Street's beginners. Index funds are a special case. You want stability?

Investing 237

Investing Exchange-Traded Funds Financial Institutions Stock Market 237

The Motley Fool

DECEMBER 15, 2023

Fund an HSA if your health insurance is compatible Health savings accounts ( HSAs ) are one the best long-term savings plans out there because they're triple tax-advantaged. If so, try to contribute funds that you can then invest and carry with you into retirement, when your healthcare costs might be far greater than they are today.

Financial Institutions 246

Financial Institutions Taxes Assets Funds 246

The Motley Fool

FEBRUARY 26, 2024

Grayscale, a digital currency asset management company that has several crypto funds, has touted the upgrade as a catalyst for Ethereum long term. They also think it could be the next to be approved for an exchange-traded fund (ETF).

Exchange-Traded Funds 244

Exchange-Traded Funds Financial Institutions Asset Management Leveraging 244

The Motley Fool

MARCH 28, 2025

Although the Federal Reserve has currently opted to hold the federal funds rate steady, experts widely predict that rate reductions are probable later in 2025. How to open a CD Once you're ready to open a CD, the process is fairly simple: Shop around with different financial institutions to find the highest APY for the term you want.

Banks 238

Banks Financial Institutions Accounting Funds 238

The Motley Fool

DECEMBER 15, 2024

Saylor has predicted that Bitcoin's price could rise from about $100,000 today to $13 million over the next 21 years as it gains more traction with institutional investors and financial institutions, while investment management firm VanEck's most-bullish analyst prediction is that its price could rise as high as $52 million by 2050.

Exchange-Traded Funds 246

Exchange-Traded Funds Financial Institutions Debt Accounting 246

The Motley Fool

MAY 15, 2024

In the earnings call to discuss financial results for the first quarter of 2024, here's what Chriss had to say: "There's $18 billion of net new funds that flow into the platform of Venmo every single month. But that's precisely why it may be hard to persuade people to keep funds in Venmo. That is just unacceptable."

Financial Institutions 246

Financial Institutions Banks Accounting Funds 246

The Motley Fool

NOVEMBER 3, 2024

The differences between XRP and other cryptocurrencies XRP is the native cryptocurrency of Ripple, a blockchain ledger which is used as a cheaper, faster, and more secure alternative to the widely used SWIFT (Society for Worldwide Interbank Financial Telecommunication) protocol for money transfers.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Accredited Investors Exchange-Traded Funds Legal 245