Private Equity Insights

APRIL 9, 2025

Jonathan Murphy, CEO of Assura, said the deal would enable the company to accelerate its investment in critical healthcare infrastructure, leveraging the financial and operational support of two highly experienced private equity backers. The deal adds to KKRs growing exposure to UK infrastructure and real estate.

Buyout 147

Buyout Bidding Private Equity Firms Private Equity Firms 147

Private Equity Insights

APRIL 11, 2025

Rory Whitrow, Investment Manager at WestBridge, noted the firms enthusiasm for helping Koto execute its growth ambitions, leveraging WestBridges value creation framework and M&A expertise. Source: Insider Media If you think we missed any important news, please do not hesitate to contact us at news@pe-insights.com. Can`t stop reading?

Investing 147

Investing Leveraging Stakes Financial Services 147

Private Equity Insights

FEBRUARY 12, 2025

The firm is looking to extend its role beyond investing client capital to managing funds for private equity and alternative asset managers, according to Chief Financial Officer Martin Small. The firm aims to offer a comprehensive suite of services, including direct lending, fund financing, and GP-led secondary transactions.

Financing 162

Financing Finance Private Equity Firms Private Equity Firms 162

The Motley Fool

MAY 12, 2024

Exchange-traded funds (ETFs) are compelling investments well worth considering for your portfolio. They're very much like mutual funds, often encompassing a big bunch of securities and charging an expense ratio (fee), yet they trade like stocks, allowing you to buy or sell any time the market is open, from your brokerage account.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Mutual Funds Exchange-Traded Funds 246

Private Equity Insights

FEBRUARY 19, 2025

This marks one of the few significant acquisitions in Europes leveraged finance market amid a scarcity of M&A activity in recent years. The two banks are leading the leveraged loan financing, which will be syndicated to institutional investors next month.

Buyout 130

Buyout Leveraging Bidding Finance 130

Private Equity Insights

NOVEMBER 24, 2023

As part of the transaction, co-founder Marc-Oliver Stromberg and the extended GBTEC management team are reinvesting and investing respectively for significant stakes in the company. Main Capital Partners, which has supported GBTEC as a specialised software investor since 2019, has sold its stake in GBTEC as part of the transaction.

Stakes 130

Stakes Funds Initial Public Offering Bidding 130

Private Equity Wire

JANUARY 14, 2025

PCI Pharmas current financial obligations include a $1.9bn leveraged loan, approximately $700m in preferred equity, and other liabilities. In 2020, Kohlberg & Company acquired a majority stake in the company, while Mubadala Investment Company obtained a minority interest. percentage points over SOFR.

Liabilities 90

Liabilities Leveraging Debt Stakes 90

Private Equity Professional

JANUARY 8, 2025

In late 2024, Wendel Group acquired a majority stake in Monroe Capital , and Third Point (Dan Loebs hedge fund) acquired AS Birch Grove. In late 2023, TPG bought Angelo Gordon , and going even further back, Eldridge Industries acquired a majority stake of Maranon Capital in 2019. hedging, treasury), fund financing, and more.

Mergers and Acquisitions 100

Mergers and Acquisitions Finance Financing Banks 100

Private Equity Wire

MAY 9, 2024

Hastings, who joins from Eversheds Sutherland, is a finance lawyer focused on leveraged and acquisition financing. Hastings acts for private equity firms and their portfolio companies, corporate borrowers and for private credit funds in relation to transactions at all levels of capital structures.

Leveraging 98

Leveraging Financing Finance Leveraged Buyouts 98

Private Equity Insights

JANUARY 30, 2025

It committed a $330m credit facility and acquired a minority stake. The funding will also fuel advancements in Billors proprietary technology, especially in transportation management and driver payment systems. After investing in Uber, Airbnb, OpenAI, and SpaceX, Leste Group has made Billor its latest bet. Can’t stop reading?

Investing 130

Investing Banks Leveraging Stakes 130

Private Equity Wire

DECEMBER 16, 2024

Carlyle Group has secured private credit financing to acquire a majority stake in Australian waste management company Waste Services Group (WSG), according to a report by Bloomberg, citing sources familiar with the matter. The funds will support Carlyles purchase of the stake from Livingbridge, the anonymous source said.

Leveraged Buyouts 80

Leveraged Buyouts Buyout Private Equity Firms Private Equity Firms 80

The Motley Fool

JANUARY 5, 2024

Below, I'll look at three stocks that hedge fund billionaires were piling into as 2023 drew to a close. Citadel is extremely diversified, with only four positions rising to more than 1% of the fund. Citadel had amassed a stake of 5 million shares of Microsoft stock, representing 1.7% of the fund, worth roughly $1.87

Hedge Funds 246

Hedge Funds Mergers and Acquisitions Stakes Leveraging 246

The Motley Fool

MAY 19, 2024

Among those investors is billionaire David Tepper, who heads Appaloosa Management, the hedge fund he founded in 1993. billion and has been called "arguably the greatest hedge fund manager of his generation," for his knack for consistently outperforming his industry peers. Tepper cut his stake in Nvidia (NASDAQ: NVDA) by 44%.

Hedge Funds 246

Hedge Funds Stakes Investors Leveraging 246

Pension Pulse

APRIL 10, 2025

BCI announced today a significant minority equity stake in Broadstreet Partners: On April 10, 2025, BroadStreet Partners (the Company) announced that BCI, Ethos Capital, and White Mountains Insurance Group, Ltd. will acquire a co-control ownership position in the Company, alongside current investor, Ontario Teachers Pension Plan.

Stakes 52

Stakes Legal Leveraging New York Stock Exchange 52

Private Equity Insights

APRIL 26, 2024

Private equity firm PAI Partners has agreed to acquire a majority stake in Audiotonix, a UK designer and manufacturer of professional audio mixing consoles and equipment, from Ardian, who will retain a minority stake alongside management. announced Friday that it has entered into.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Leveraging 130

The Motley Fool

JULY 11, 2024

Adding an accelerant Brookfield Renewable and some partners (its parent, Brookfield Asset Management , and Singapore's state investment company Temasek) recently struck a deal to acquire a majority stake in Neoen from some of its largest shareholders. The acquisition accelerator Brookfield Renewable has tremendous built-in growth drivers.

Asset Management 246

Asset Management Leveraging Stakes Assets 246

The Motley Fool

NOVEMBER 26, 2024

Berkshire began building a stake in early 2021, but the real jump came in the first quarter of 2022. To top it all off, Chevron has an elite balance sheet with very low leverage. stake in the company. Although the deal made Oxy, once again, more leveraged, it could pay off as long as oil prices remain around current levels.

Stakes 245

Stakes Leveraging Banks Debt 245

Private Equity Wire

JANUARY 8, 2025

The deal structure sees GFL retain a 44% equity stake in the Environmental Services business worth CAD1.7bn, with Apollo and BC Partners each acquiring a 28% holding. GFL plans to use approximately CAD3.75bn of the CAD6.2bn net proceeds from the sale to reduce its debt, aiming to bring its net leverage ratio down to 3.0x.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Enterprise Values Leveraging 98

Private Equity Insights

MARCH 28, 2025

The upcoming fund is likely to exceed its original fundraising target and come in around 20% larger than its predecessor. Recent investments under this strategy include a $400m capital injection into football helmet maker Riddell and an equity stake in GSE Worldwide, a sports talent and marketing agency.

Funds 147

Funds Buyout Financing Finance 147

Private Equity Wire

JANUARY 13, 2025

Buyout firms have long relied on controversial loans backed by equity stakes to enhance fund returns, but growing investor criticism has triggered a slowdown, according to a report by Bloomberg UK. This shift partly reflects a rebalancing of power, enabling LPs in private equity funds, such as pension funds to exert influence over GPs.

Investors 98

Investors Buyout Private Equity Firms Private Equity Firms 98

Private Equity Wire

NOVEMBER 15, 2024

The potential move comes as private equity firms look to exit older investments after a period of slowed deal-making, largely due to high interest rates that have increased the cost of financing leveraged buyouts. Clearlake Capital and Blackstone acquired minority stakes in 2018 and 2020, respectively.

Private Equity Firms 84

Private Equity Firms Private Equity Firms Leveraged Buyouts Stock Exchanges 84

The Motley Fool

AUGUST 20, 2024

It allows the MLP to retain billions of dollars in cash flow to fund expansion projects, repurchase units, and maintain a strong balance sheet. times leverage ratio. Because of that, it can borrow money at lower rates and better terms to fund its operations and expansion. The MLP has A-rated credit and a low 3.0

Mergers and Acquisitions 246

Mergers and Acquisitions Initial Public Offering Stakes Taxes 246

The Motley Fool

AUGUST 23, 2023

Its 578,000-share/$42 million stake only makes up about 0.01% of the Berkshire Hathaway investment portfolio's present value; Buffett sold most of the position in 2013, shortly after the spinoff. Capital One Buffett is a big fan of credit card company stocks, owning stakes in Visa as well as Mastercard. He's also holding nearly 12.5

Stakes 245

Stakes Conglomerates Banks Capital 245

The Motley Fool

AUGUST 31, 2024

But he really made headlines when he sold nearly half of Berkshire's remaining stake last quarter. million shares for Millenium Management's $216 billion portfolio, increasing the fund's stake in the stock by 68%. He also established positions in several leveraged ETFs focused on Apple. Israel Englander bought 5.16

Conglomerates 246

Conglomerates Taxes Stakes Leveraging 246

The Motley Fool

MAY 11, 2024

Home Depot enjoys leverage with suppliers and can sell at lower prices due to its massive size. REITs must pay most of their taxable income to shareholders, so they often rely on borrowing to fund expansion. Meanwhile, the stock trades at just 13 times its funds from operation , which REITs use instead of earnings.

Stakes 246

Stakes Leveraging Debt Stock Market 246

Private Equity Insights

FEBRUARY 9, 2024

billion) for a credit fund for Australia and New Zealand, as it seeks to capitalize on opportunities created by banks retreating from leveraged lending. The Ares Asia Direct Lending fund, the company’s first leveraged buyout vehicle for the region, has deployed over A$1.04 billion) for a credit fund for Australia and.

Leveraged Buyouts 130

Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 130

The Motley Fool

FEBRUARY 13, 2025

As CEO of hedge fund Pershing Square Capital Management, Ackman has been at the center of some creatively structured investments in recent history. Last week, he posted on social media that his fund had started buying shares of ridehailing platform Uber Technologies (NYSE: UBER) in January. Wendy's did indeed sell Tim Hortons in 2006.

Mergers and Acquisitions 217

Mergers and Acquisitions Stakes Hedge Funds Assets 217

The Motley Fool

NOVEMBER 26, 2023

He started the Bezos Earth Fund to fight climate change and protect nature in 2020. The sales from earlier this month appear to be a simple tax-planning maneuver by Bezos to fund his charitable giving plans. Bezos is funding his space exploration company, Blue Origin, with his Amazon stake. of his holdings.

Investors 246

Investors Taxes Bidding Leveraging 246

The Motley Fool

JULY 22, 2023

I agree with that optimism and intend to regularly add to my stake in this life sciences landlord while it's still on sale. It trades at around 19 times its adjusted funds from operations ( FFO ), and its dividend at the current share price yields 3.4% -- near a historical high for the company. While its leverage ratio of 5.2

Leveraging 246

Leveraging Stakes Stock Market Stock Market 246

The Motley Fool

JANUARY 21, 2024

Buffett acknowledged in last year's shareholder letter that stakes in Coca-Cola (NYSE: KO) and American Express (NYSE: AXP) , which Berkshire Hathaway has held for decades, have provided it with billions of dollars in unrealized gains from share price appreciation that was partially powered by their growing dividends. billion, or $8.49

Stakes 246

Stakes Conglomerates Shareholders Leveraging 246

The Motley Fool

APRIL 26, 2024

The business has grown in recent years under CEO Brian Niccol by embracing concepts like drive-thrus (which it calls Chipotlanes) and leveraging the power of digital ordering and delivery, which it mastered during the height of the pandemic. We'll get an update soon as hedge funds are due to report first-quarter activity by mid-May.

Hedge Funds 246

Hedge Funds Leveraging Stakes Debt 246

The Motley Fool

AUGUST 14, 2024

A young Warren Buffett bought his first shares of Berkshire Hathaway, which was a struggling textile maker at the time, for his fund in 1962. Berkshire Hathaway's operating earnings notably exclude any gains or losses from its closely watched investment portfolio , which includes nearly 50 stocks and exchange-traded funds (ETFs).

Conglomerates 246

Conglomerates Enterprise Values Exchange-Traded Funds Leveraging 246

The Motley Fool

SEPTEMBER 22, 2024

One of the more high-profile hedge funds is Ken Griffin's Citadel. Last quarter, Citadel reduced its stake in Nvidia (NASDAQ: NVDA) by 79% -- dumping 9,282,018 shares. More importantly, the company's operating leverage has improved dramatically in the form of margin expansion and consistent profitability.

Hedge Funds 246

Hedge Funds Stakes Prospects Leveraging 246

Private Equity Wire

MARCH 14, 2024

Sagard, a global multi-strategy alternative investment fund with over $25bn in AUM across venture capital, private equity, private credit, real estate and royalties, is to acquire a 40% stake in US-based CLO manager HalseyPoint. HalseyPoint was launched in July 2019 to issue and manage CLOs.

Stakes 98

Stakes Venture Capital Leveraging Financial Services 98

Private Equity Insights

DECEMBER 5, 2023

Ares Management Corporation (NYSE: ARES) (“Ares”), a leading global alternative investment manager, announced today that it has raised approximately $3.3bn of real estate secondaries capital, which comprises the Landmark Real Estate Fund IX (“LREF IX” or the “Fund”), General Partner commitments and affiliated vehicles. Europe and Asia.

Funds 130

Funds Private Equity Firms Private Equity Firms Stakes 130

The Motley Fool

DECEMBER 22, 2023

Besides reinforcing the savings habit, regularly buying shares of well-selected stocks can leverage the power of compounding to turn small investments into a big nest egg over time. Investing early in your career can pay huge dividends later in life. Grocery and home improvement stores lead the way with 9.7%

Initial Public Offering 244

Initial Public Offering Leveraging Stakes Shareholders 244

The Motley Fool

SEPTEMBER 25, 2024

These filings can be helpful as they provide a glimpse into what the companies' sophisticated investors, such as hedge fund managers, are buying and selling. Last quarter, Point72 sold about 600,000 shares of Amazon (NASDAQ: AMZN) stock -- reducing its stake by 16%. million shares. Should you follow Cohen's moves?

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Asset Management Leveraging 246