Private Equity Insights

JUNE 7, 2024

Lower middle market-focused private equity firm American Discovery Capital has held the final close of American Discovery Fund II at $190m in total capital commitments. ADF II has already closed three investments and is actively seeking new investment opportunities. Kirkland & Ellis advised ADC.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Capital 130

Private Equity Insights

JANUARY 12, 2024

Azalea Investment Management (Azalea) has held the first closings of the Altrium Co-Invest Fund I (ACF I) and Altrium Growth Fund I (AGF I) with a combined $356m in capital commitments from institutions, family offices and high-net-worth individuals. Source: Private Equity Wire Can’t stop reading?

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Venture Capital 130

The Motley Fool

JULY 17, 2023

How does IPO investing work? When a company is privately held, it typically raises funds from sophisticated investors such as venture capitalists or private equity firms. These institutions buy an ownership stake in the form of equity in the company in exchange for investment capital.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) High Net Worth Individuals Due Diligence Initial Public Offering 246

Private Equity Insights

MAY 31, 2024

Last January, Bloomberg reported that JPMorgan’s investment bank had allocated over $10bn of its balance sheet for direct lending and was focused on forming partnerships with asset managers to collaborate on private credit deals. Source: Private Equity Wire Can’t stop reading?

Asset Management 130

Asset Management High Net Worth Individuals Assets Private Equity Firms 130

Private Equity Insights

NOVEMBER 10, 2023

PSG Equity (PSG), a growth equity firm partnering with software and technology-enabled services companies in Europe, North America and Israel to help accelerate their growth, has held the final close of PSG Europe II (PSGE II), the firm’s second Europe-focused fund, with more than €2.6

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Wire

SEPTEMBER 30, 2024

Private equity firm TPG is in advanced discussions to acquire a $2bn minority stake in Creative Planning, in a deal that would value the wealth management firm at over $15bn, according to a report by Reuters citing unnamed sources familiar with the matter.

High Net Worth Individuals 96

High Net Worth Individuals Stakes Private Equity Firms Private Equity Firms 96

Private Equity Insights

JULY 12, 2023

May River Capital LLC, a Chicago-based private equity investment firm, has raised its third fund, May River Capital Fund III, LP. billion in committed capital and has invested in 11 platform companies, as well as completed 17 add-on acquisitions.

High Net Worth Individuals 130

High Net Worth Individuals Capital Private Equity Firms Private Equity Firms 130

Private Equity Insights

JUNE 21, 2024

Charlesbank Capital Partners, a middle-market private investment firm, announced today that it has successfully completed fundraising for Charlesbank Technology Opportunities Fund II. TOF I is fully invested across 12 platform transactions.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

JUNE 21, 2024

Charlesbank Capital Partners, a middle-market private investment firm, announced today that it has successfully completed fundraising for Charlesbank Technology Opportunities Fund II. TOF I is fully invested across 12 platform transactions.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

OCTOBER 19, 2023

Pfingsten is pleased to announce the closing of its sixth investment fund, Pfingsten Fund VI, with total capital commitments of $435m , surpassing its $350m target. “For nearly 35 years Pfingsten has been laser focused on our goal of delivering exceptional results for our investment partners and other stakeholders.”

High Net Worth Individuals 130

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 130

Private Equity Insights

OCTOBER 10, 2023

Warburg Pincus, the oldest private equity firm and a leading global growth investor, today announced, together with any parallel funds, the successful close of its latest global flagship fund, Warburg Pincus Global Growth 14, L.P. (“WPGG 14”). . (“WPGG 14”).

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

Private Equity Insights

FEBRUARY 2, 2024

firm is looking to invest in smaller companies than usual. Michael Clifton , one of two Carlyle Group (Nasdaq: CG) vets brought in to manage the fund, says that whatever the size of the investment, the new growth fund will pursue the same “industry first” investment strategy the shop has used in the past.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

Private Equity Insights

DECEMBER 7, 2023

FGP was oversubscribed and closed at its hard cap due to strong support from both new and existing investors comprising leading global pension plans, asset managers, insurance companies, endowments, foundations, family offices, and high net worth individuals. Investments will range between $20m and $50m.

Capital 130

Capital High Net Worth Individuals Funds Private Equity Firms 130

Private Equity Insights

DECEMBER 15, 2023

TorQuest Partners, a Toronto -based private equity firm founded in 2002, today announced the final closing of TorQuest Partners Fund VI, with $2.1bn of committed capital from external investors. Fund VI also welcomed a significant number of new high-net-worth individuals to the firm.

High Net Worth Individuals 130

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 130

Private Equity Insights

OCTOBER 5, 2023

The oversubscribed fund received strong support from both new and existing investors comprising a broad range of leading global institutions, including public and private pension plans, asset managers, financial institutions, insurance companies, fund-of-funds, endowments and foundations, family offices and high net worth individuals.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

Private Equity Insights

JUNE 27, 2023

Investors in the Fund, which were a mix of numerous new investors as well as existing New Mountain Net Lease investors, include pension funds, insurance companies, asset managers, endowments, family offices and high net worth individuals. billion rupees.

High Net Worth Individuals 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Wire

JUNE 4, 2024

Lower middle market-focused private equity firm American Discovery Capital has held the final close of American Discovery Fund II at $190m in total capital commitments. ADF II has already closed three investments and is actively seeking new investment opportunities. Kirkland & Ellis advised ADC.

High Net Worth Individuals 75

High Net Worth Individuals Capital Private Equity Firms Private Equity Firms 75

Private Equity Insights

AUGUST 31, 2023

As of today, 30% of the fund has been soft-committed with plans to segment the remainder amongst family offices, ultra-high-net-worth individuals, and institutional investors. Read more Bain Capital Invests in Sales Tech Startup Apollo.io Read more Bain Capital Invests in Sales Tech Startup Apollo.io

Capital 130

Capital High Net Worth Individuals Funds Private Equity Firms 130

Private Equity Wire

JANUARY 15, 2025

Hildred Capital Management, a private equity firm focused on lower middle-market healthcare, has successfully closed its third fund, Hildred Equity Partners III, according to a report by BusinessWire. The General Partners of Hildred and their affiliates committed over $60m in capital alongside the funds Limited Partners.

High Net Worth Individuals 86

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 86

Private Equity Wire

APRIL 14, 2025

Temasek-backed private equity firm ABC Impact has secured over $600m in its latest funding round, attracting capital from a diverse group of institutional and private investors as it continues to target high-impact investments across Asia, according to a report by the Wall Street Journal.

40

40

Pension Pulse

SEPTEMBER 18, 2023

Palash Gosh of Pension & Investments reports CPPIB adds to private equity mandate with Northleaf Capital: Canada Pension Plan Investment Board, Toronto, committed an additional C$200 million ($147) million to the Canadian private equity market through an evergreen Canadian midmarket mandate managed by Northleaf Capital Partners.

Financial Institutions 59

Financial Institutions High Net Worth Individuals Private Equity Firms Private Equity Firms 59

Pension Pulse

JUNE 14, 2024

The partnership, initially formed in 2021, intends to make preferred equity investments in residential asset classes across the United States. The venture will continue to address the growing need for preferred equity at an attractive cost of capital in a challenging debt capital market environment. “Our

High Net Worth Individuals 59

High Net Worth Individuals Private Equity Firms Private Equity Firms Leveraging 59

Udu

APRIL 16, 2023

There’s never been a more lucrative time for private equity (PE) firms to find and invest in businesses. Recent reports estimate that PE firms will continue to see a rise in their returns in 2023, at nearly 9.9%. While the potential for returns is high, so is the competition.

Private Equity Firms 40

Private Equity Firms Private Equity Firms High Net Worth Individuals Deal Flow 40

Axial

NOVEMBER 26, 2024

When you decide to sell your company, one of the first things you will want to do is work with your M&A advisor or investment banker to begin researching and building a buyer list — a list of investment firms, corporations, and individuals to approach during the M&A sale process.

High Net Worth Individuals 40

High Net Worth Individuals Accredited Investors Investment Horizon Private Equity Firms 40

Axial

OCTOBER 24, 2024

Axial is excited to release our Q3 2024 Lower Middle Market Investment Banking League Tables. To assemble this list, we reviewed the deal-making activities of 370 investment banks and advisory firms that met the qualifications to be considered for league tables last quarter.

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

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

Pension Pulse

SEPTEMBER 6, 2023

Regulators are pushing private equity firms to do a better job when it comes to valuing their assets. Carolina Mandl and Chris Prentice of Reuters report US SEC overhauls rules for $20 trillion private fund industry: The U.S. There are many implications to the private fund rule.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Hellman & Friedman LLC

NOVEMBER 22, 2021

Following our take-private and combination with Virence in 2019, athenahealth delivered unrivaled value to its customers by significantly increasing R&D investment resulting in higher quality care, lower costs across the healthcare ecosystem, and overall improved patient outcomes.

Capital 40

Capital High Net Worth Individuals Education Legal 40

Private Equity Wire

SEPTEMBER 17, 2024

US credit firm Muzinich & Co, in partnership with Asian alternative investment platform Orion3, has launched a private debt strategy focused on infrastructure and real assets to address the sector’s growing global funding shortfall, according to a report by Bloomberg.

High Net Worth Individuals 97

High Net Worth Individuals Private Equity Firms Private Equity Firms Debt 97

The Big Picture

MAY 9, 2023

He is the Chief Investment Officer of Asset and Wealth Management at Goldman Sachs. He co-chairs a number of the asset management investment committees. He covers PE, infrastructure, growth, equity, credit, real estate, on and on. I thought this was an absolutely fascinating way to see the world of investment management.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

Private Equity Insights

FEBRUARY 19, 2025

The team has yet to determine whether to seek a private equity buyer or a high-net-worth individual or family investor. The potential sale comes amid a surge in NFL franchise transactions following last years approval of private equity investments in teams. Can`t stop reading?

High Net Worth Individuals 182

High Net Worth Individuals Stakes Private Equity Firms Private Equity Firms 182

The Big Picture

DECEMBER 14, 2022

in Western Europe, in Asia, India, Japan, this is just a tour de force education on how to invest in global real estate. RITHOLTZ: And how did you shift into real estate principal investment at Goldman Sachs? But I’d say, overall, folks are more kind of corporate-oriented, you know, investing in companies.

Assets 65

Assets Mergers and Acquisitions Capital Portfolios 65

Private Equity Professional

APRIL 1, 2025

Limited partners in the new fund included family offices, insurance companies, and high-net-worth individuals. Fund III will continue RCPs strategy of investing in North American buyout fund managers raising second institutional funds or earlier, with fund targets generally capped at $300 million.

High Net Worth Individuals 100

High Net Worth Individuals Banks Buyout Private Equity Firms 100

Private Equity Insights

JANUARY 22, 2025

North American private equity firm Novacap has closed its first Digital Infrastructure Fund I, raising over $1bn. The fund surpassed its target, attracting commitments from institutional investors, family offices, and high-net-worth individuals across North America, Europe, the Middle East, and Asia.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

Private Equity Insights

APRIL 7, 2025

The investment bank is leading a consortium to provide 2.5bn in funding, with 1.5bn earmarked for the purchase of the Capri Holdings-owned fashion house, and the remaining 1bn allocated to revive Versaces performance post-acquisition. Read more here. Read more here.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Buyout 130

Axial

MARCH 20, 2025

Financial buyers invest in companies where they see growth potential. Theyre generally not absorbing their target company, but rather growing it as a standalone entity to realize a return on their investment. But, while all of the above is generally true at a high level, there are plenty of nuances and exceptions.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Mergers and Acquisitions High Net Worth Individuals 40