Private Equity Professional

OCTOBER 29, 2024

Nautic Partners has announced the close of its latest fund, Nautic Partners XI LP (“Fund XI”), with $4.5 Fund XI marks the firm’s largest fund to date, continuing the momentum from Nautic Partners X LP , which closed in 2021 with $3.0 Nautic used Evercore Private Funds Group as its Fund XI placement agent.

Funds 130

Funds Private Equity Firms Private Equity Firms Financial Institutions 130

Private Equity Professional

OCTOBER 29, 2024

L2 Point Management has announced the closing of its first structured equity fund, L2 Point Opportunities Fund I LP (“Fund I”), with $312 million in capital, exceeding its target. PJT Park Hill served as the placement agent for L2 Point on this fundraise, and Proskauer Rose provided legal services.

High Net Worth Individuals 100

High Net Worth Individuals Funds Legal Debt 100

The Motley Fool

MARCH 9, 2024

One strategy that could leave you paying less money in taxes is to contribute to accounts that allow you to legally shield income from the IRS. That's pretty much unavoidable. But that doesn't mean you're doomed to an exorbitant tax bill. Here are three you can use to your advantage this year.

Legal 236

Legal Accounting Taxes Funds 236

Private Equity Insights

JANUARY 30, 2025

Blue Sage Capital closed its fourth private equity fund, Blue Sage Capital IV, at $618m, exceeding its $400m target and $550m hard cap. The Texas-based firm, known for investing in lower middle-market companies, raised more than twice the amount of its $300m predecessor fund. Can’t stop reading?

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

MARCH 19, 2025

Sources familiar with the matter indicate that Brookfield has advanced past rival infrastructure funds and strategic buyers following the submission of final offers last week. Canadian pension fund Caisse de Dpt et Placement du Qubec (CDPQ), oil major Shell Plc, infrastructure investor IFM Investors, and Koch Industries.

Pension Funds 191

Pension Funds Stakes Legal Asset Management 191

Private Equity Wire

JANUARY 10, 2025

Vistria Group, a private equity firm based in Chicago with ties to former President Barack Obama, has successfully closed a $3bn fund, adding to the growing list of Windy City investors raising capital over the past year, according to a report by BNN Bloomberg. However, Vistria has also faced legal challenges.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Funds Investing 98

Private Equity Professional

MARCH 11, 2025

Pamlicos fifth fund closed in February 2020, also at its hard cap, with $1.4 UBS Securities was the placement agent for Pamlico and Ropes & Gray provided legal services. Pamlico Capital has held an above target, hard cap, an oversubscribed final close of Pamlico Capital VI LP (PC VI) with $1.75 billion of capital.

Funds 100

Funds Enterprise Values Legal Capital 100

Private Equity Insights

JANUARY 31, 2025

Cogenuity Partners closed its first fund, Cogenuity Fund I, securing $425m in total commitments. The fund attracted commitments from a broad base of investors, including endowments, foundations, insurance companies, funds-of-funds, and strategic investors. Can’t stop reading?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Investing 130

The Motley Fool

JANUARY 15, 2025

XRP is surging today due to the arrival of a key deadline in a legal case brought by the Securities and Exchange Commission ( SEC ) against Ripple Labs -- the company that created the cryptocurrency. The cryptocurrency was up 12.6% over the previous 24 hours of trading as of 11:30 a.m. Meanwhile, Bitcoin was up 3%, and Ethereum was up 4.4%.

Securities and Exchange Commission (SEC) 189

Securities and Exchange Commission (SEC) Legal Assets Funds 189

The Motley Fool

FEBRUARY 27, 2025

The index fund is most heavily weighted toward electric utilities (61%) and multi-utility companies (25%), but also provides exposure to independent power producers (6%), gas utilities (5%), and water utilities (3%). Should you invest $1,000 in Vanguard World Fund - Vanguard Utilities ETF right now? Here are the important details.

Funds 147

Funds Investing Legal Shareholders 147

Private Equity Wire

DECEMBER 24, 2024

Nordic Capital has successfully closed its latest fund, Evolution II, at its 2bn hard cap, exceeding its initial target of 1.4bn. The fund focuses on control buyouts and non-cyclical growth opportunities across key sectors, including healthcare, technology & payments, financial services, and services & industrial technology.

Capital 98

Capital Pension Funds Funds Financial Institutions 98

The Motley Fool

FEBRUARY 14, 2025

Although the data is potentially stale for active hedge funds, it offers a glimpse into which stocks, industries, sectors, and trends are piquing the interest of top money managers. Sirius XM is a legal monopoly that generates more than three-quarters of its net sales from subscriptions. Where to invest $1,000 right now?

Securities and Exchange Commission (SEC) 228

Securities and Exchange Commission (SEC) Legal Hedge Funds Stakes 228

Private Equity Wire

NOVEMBER 13, 2024

AshGrove Capital (AshGrove), an independent pan-European speciality lender, has held the final close of AshGrove Speciality Lending Fund II at its hard cap of €650m, surpassing its original target of €500m. Fund II achieved a 107% re-up rate among existing limited partners as well as securing over €325m in new capital commitments.

Capital 97

Capital Pension Funds Funds Legal 97

Private Equity Professional

NOVEMBER 14, 2024

Godspeed Capital Management has finalized an oversubscribed, hard-cap close of Godspeed Capital Fund III LP with $675 million in capital commitments. With the close of Fund III, Godspeed has now raised over $1.1 Lazard served as the placement agent for Godspeed’s Fund III, with Davis Polk & Wardwell providing legal services.

Funds 100

Funds Consulting Consultants Education 100

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 12, 2024

Godspeed Capital Management (Godspeed Capital), a lower middle-market Defence & Government services, solutions, and technology focused private equity firm, has held the final close of Godspeed Capital Fund III at its hard cap of $675m.

Capital 90

Capital Private Equity Firms Private Equity Firms Funds 90

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

Private Equity Insights

MARCH 27, 2025

It offers a robust regulatory framework, flexible fund structures, and strong access to global capital. Liquidity needs have driven demand, making Luxembourg a prime hub for secondary fund activity. The countrys cross-border infrastructure, legal sophistication, and deep institutional network support this growth.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Private Equity Managers Buyout 147

Private Equity Wire

JANUARY 31, 2025

Cogenuity Partners (Cogenuity), a lower middle market private equity firm investing in businesses operating within the advanced industrial economy, has closed its inaugural fund, Cogenuity Fund I, with $425m in total capital commitments.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Funds Legal 98

The Motley Fool

AUGUST 4, 2024

Coming up with the right idea, leaving your familiar job, regular paycheck, and sweet benefits and finding the funding to get the venture off the ground is usually fairly stressful. Let's dig into that last issue, funding, because it can be the most challenging of all. This is true of start-up funding. Here are your best bets.

Startups 246

Startups Funds Collateral Banks 246

Private Equity Insights

MARCH 26, 2025

Legal and financial advisers for the deal included Guggenheim Securities, Baird, Holland & Knight, and Davis Polk & Wardwell. Our experience scaling IT services platforms makes us the right partner for this next phase of growth. Cloud for Good had previously secured backing from Achieve Partners in 2021. Can`t stop reading?

Capital 147

Capital Education Consultants Consulting 147

The Motley Fool

AUGUST 25, 2024

America's leading retirement program is facing a $23 trillion funding shortfall To preface this discussion, although Social Security's financial foundation is shaky, the program is in absolutely no danger of becoming insolvent or going bankrupt. trillion long-term funding shortfall. payroll tax that primarily funds Social Security.

Legal 246

Legal Taxes Assets Funds 246

Private Equity Insights

FEBRUARY 4, 2025

Silver Oak Services Partners secured a strategic investment for Smile Partners USA through a new continuation fund, with backing from BlackRock Secondaries & Liquidity Solutions and Hollyport Capital. The continuation fund secured additional capital to drive future growth. BlackRock and Hollyport Capital were advised by Akin Gump.

Stakes 130

Stakes Legal Capital Capital Investments 130

Private Equity Wire

NOVEMBER 19, 2024

The Maine Public Employees Retirement System (MainePERS), based in Augusta, has approved two alternative investment commitments totalling up to $200m, according to a report by Pensions & Investments Online citing James Bennett, the Chief Investment Officer of the $20.2bn pension fund. of its total assets.

Due Diligence 103

Due Diligence Pension Funds Legal Asset Management 103

Private Equity Insights

JANUARY 21, 2025

Honigman LLP and DLA Piper provided legal counsel for the transaction. read more Ardian closes 3.2bn fund to drive growth in European mid-cap companies Ardian, the French private equity firm, has closed its latest mid-cap growth fund, Ardian. Apogem Capital provided debt financing. Houlihan Lokey and Robert W.

Capital 130

Capital Private Equity Firms Private Equity Firms Legal 130

The Motley Fool

NOVEMBER 24, 2024

Social Security is facing a greater than $23 trillion long-term funding shortfall Ever since the first retired-worker benefit check was mailed in January 1940, the Social Security Board of Trustees has released an annual report detailing the long-term outlook (i.e., Legal immigration into the U.S. Legal net migration into the U.S.

Legal 225

Legal Taxes Assets Funds 225

The Motley Fool

MAY 15, 2024

Legal challenges and market perception If you've heard of Ripple at all, it's probably because of the legal challenge it's facing. Ripple doesn't want to settle the case, aiming to set a legal precedent for the crypto industry as a whole. Howey is a legal principle established in a 1946 Supreme Court case. Here's why.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Legal Banks Stakes 246

The Motley Fool

APRIL 7, 2024

Contrary to what you might think, a bank could legally withdraw money from your deposit accounts (like a checking or high-yield savings account ) if you've defaulted on one of its loan products, like a mortgage or car loan. The account and unpaid balance must be with the same bank for the right to offset to be legal.

Banks 242

Banks Accounting Legal Financial Institutions 242

The Motley Fool

APRIL 21, 2024

This article is intended for educational purposes only and is not legal advice. Furthermore, once established, they may require ongoing attention, including funding the trust, updating your beneficiary designations, and ensuring legal compliance, depending on their complexity and your desire for change.

Legal 246

Legal Consulting Consultants Education 246

The Motley Fool

JANUARY 7, 2024

America's top retirement program is facing a long-term funding shortfall of $22.4 Since 1985, the Trustees Report has cautioned that America's leading retirement program can't meet its long-term funding obligations. The more immediate issue is the asset reserves for the Old-Age and Survivors Insurance (OASI) Trust Fund.

Legal 246

Legal Taxes Funds Assets 246

The Motley Fool

APRIL 9, 2024

That's the view of hedge fund manager Mark Yusko, founder and manager of the Morgan Creek Digital firm. After more than a decade of managing endowment funds at Notre Dame and the University of North Carolina, Yusko left the world of academic endowments to found Morgan Creek Capital Management in 2004.

Hedge Funds 238

Hedge Funds Funds Exchange-Traded Funds Financing 238

Private Equity Insights

FEBRUARY 18, 2025

Several buyout firms have unknowingly backed data centres used by ByteDance, some of which may have provided a legal workaround for acquiring high-end Nvidia chips. Under US restrictions imposed in 2023, Chinese firms are banned from purchasing these chips directly. Read more here. Can`t stop reading?

Mergers and Acquisitions 162

Mergers and Acquisitions Private Equity Firms Private Equity Firms Buyout 162

Private Equity Wire

DECEMBER 17, 2024

Blackstone has made a minority investment of up to 250m in global management and AI consulting firm, Sia Partners, using funds from its private equity strategy for individual investors, according to a recent press statement. Freshfields acted as legal advisor and Eight Advisory as legal transaction services advisor to Blackstone.

Stakes 93

Stakes Legal Consulting Consultants 93

The Motley Fool

NOVEMBER 7, 2024

life insurance companies reported an estimated pre-tax loss of $18 million, driven by unfavorable mortality and higher new claims, as well as lower benefit from legal settlements. Our third strategic priority is to drive future growth through CareScout with innovative, consumer-focused agent care services and funding solutions.

Legal 130

Legal Debt Shareholders Taxes 130

Private Equity Professional

NOVEMBER 14, 2024

This acquisition marks Vance Street’s second Fund IV platform and its 15th investment in the life sciences and medical sector. Vance Street’s fourth fund closed at its hard cap of $775 million in May 2024. Capstone Partners served as the financial advisor to Prince, and Paul Hastings provided legal advisory to Vance Street.

Enterprise Values 130

Enterprise Values Legal Debt Financing 130

Private Equity Wire

OCTOBER 30, 2024

Permira Growth Opportunities II, a fund advised by global investment firm Permira, has agreed to acquire a significant minority stake in French premium outdoor clothing brand, K-Way, from the Boglione family-led BasicNet. The transaction is subject to customary conditions and is expected to close in the first quarter of 2025.

Legal 97

Legal Investing Stakes Investment Firms 97

Private Equity Wire

JANUARY 7, 2025

He was recently named as a recommended individual in the Private equity: transactions high-value deals category in the 2025 edition of the UK Legal 500 guide of leading law firms. Tuhin has extensive experience in cohesively working with the management teams of clients’ European-based portfolio companies.

Law Firms 97

Law Firms Venture Capital Legal Taxes 97