Private Equity Insights

JULY 12, 2023

The Fund received commitments from a well-respected group of limited partners, including endowments and foundations, insurance companies, fund-of-funds, family offices, wealth managers, and high-net-worth individuals. Source: PR News Wire Can’t stop reading?

High Net Worth Individuals 130

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

Private Equity Professional

OCTOBER 29, 2024

Limited partners in Fund I include a range of public pension plans, foundations, insurance companies, funds of funds, and high-net-worth individuals. 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

Private Equity Wire

OCTOBER 22, 2024

With an investor base comprising leading institutions, including public pension plans, foundations, insurance companies, funds of funds, and high-net worth individuals, the fund’s capital, together with capital raised by L2 Point for related co-investment vehicles, totals nearly $460m.

High Net Worth Individuals 98

High Net Worth Individuals Funds Legal Capital 98

Private Equity Wire

DECEMBER 18, 2023

Fund II attracted support form a diverse group of institutional investors across North America and Europe, including corporate and public pension funds, endowments and foundations, asset managers, funds of funds, and family offices as well as high-net-worth individuals.

High Net Worth Individuals 97

High Net Worth Individuals Capital Pension Funds Funds 97

Private Equity Insights

OCTOBER 19, 2023

Fund VI secured limited partner commitments from a diversified global investor base of family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners.

High Net Worth Individuals 130

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

Private Equity Professional

JULY 22, 2024

Limited partners in Fund III include endowments, foundations, health systems, public pension plans, family offices, funds of funds, and high-net worth individuals. Lazard was the placement agent for Fund III and Kirkland & Ellis provided legal services. billion in total capital commitments.

High Net Worth Individuals 100

High Net Worth Individuals Funds Legal Leveraging 100

This is going to be BIG.

OCTOBER 29, 2015

If you want to track the influence of gambling, you make it as legal as possible, but you make it a requirement for everyone who takes a bet to know their customer, just like in banking and securities. Legality puts a spotlight in dark corners.

High Net Worth Individuals 136

High Net Worth Individuals Legal Taxes Startups 136

Private Equity Insights

OCTOBER 10, 2023

The investors represent a diversified mix of leading public and private pension funds, sovereign investors, insurance companies, endowments, foundations, fund of funds, family offices, and high-net-worth individuals. Kirkland & Ellis LLP served as legal advisor for WPGG 14.

High Net Worth Individuals 130

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

This is going to be BIG.

JANUARY 18, 2024

They might not understand how a pre-revenue startup could be worth anything, let alone be valued at $5mm. The first thing you need to get straight with a high net worth individual—what is their return expectation? Can they lose this money? How long do they think it will take to make a return if there is one?

Startups 89

Startups High Net Worth Individuals Investing Legal 89

Private Equity Wire

AUGUST 10, 2023

The fund also attracted support from HealthEdge's existing limited partner base, including funds of funds, pension funds, endowments, and high-net-worth individuals. Hill Ward Henderson, LLP served as legal counsel. Touchstone acted as the exclusive placement agent to Fund IV. Like this article?

High Net Worth Individuals 52

High Net Worth Individuals Pension Funds Funds Legal 52

Axial

NOVEMBER 26, 2024

Potential buyers fall into two primary categories: → Financial Buyers : These include private equity firms (also known as “financial sponsors”), independent sponsors (or “fundless sponsors”), family offices, search funds, and high-net-worth individuals.

High Net Worth Individuals 40

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

Hellman & Friedman LLC

NOVEMBER 22, 2021

LLC are serving as lead financial advisors, and Milbank LLP as legal advisor, to athenahealth and Veritas Capital. are serving as financial advisors, and Kirkland & Ellis LLP as legal advisor, to Hellman & Friedman and Bain Capital. Deutsche Bank Securities Inc., Barclays, Morgan Stanley & Co. About athenahealth, Inc.

Capital 40

Capital High Net Worth Individuals Education Legal 40

The Big Picture

JULY 2, 2024

Really a, a fascinating combination of legal insight and technology. So we got into Y Combinator the summer of 2016 just off of this legal analytics idea. Okay, I don’t think this legal analytics thing is gonna work out for you. He sounds more like a, a computer science geek than a a, a legal geek.

Legal 59

Legal Hedge Funds Finance Financing 59

Sara Grillo

DECEMBER 12, 2022

As a CPA, he has been preparing complex tax returns for high net-worth individuals and businesses for over ten years. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice. For advise on such matters, contact a legal or compliance advisor. Derek Robinett.

Consulting 52

Consulting Consultants Taxes High Net Worth Individuals 52

Axial

MAY 4, 2023

We work closely with our client’s financial and legal advisors. Our team has advised on over $2 billion of successful transactions with private equity firms, high net-worth individuals, and public companies. Our clients are privately-held businesses in a variety of industries throughout North America.”

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

NOVEMBER 7, 2023

Actual results could differ materially from our expectations, and we have no duty to provide updates unless legally required. We also anticipate some short-term elevated legal expenses related to the historical regulatory matters I mentioned earlier.

Leveraging 100

Leveraging Assets Shareholders Public Companies 100

The Big Picture

MAY 9, 2023

It’s like what do I do, how do I address my needs, what are my liability structures, how do I make long-term investment decisions, and then how do I execute upon that overall advice through these individual investment opportunities. Capital rules were changing. Risk appetite was changing. RITHOLTZ: — or one of the institutions.

Liabilities 120

Liabilities Assets Banks Hedge Funds 120

Pension Pulse

MAY 25, 2023

In a highly regulated environment, ZEDRA delivers its clients high quality solutions through bespoke planning, governance, and operational services, ensuring the highest standards of compliance and integrity are met. Even if that money is protected from taxes by an ISA, you can still lose it through divorce or legal proceedings.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

Axial

JULY 27, 2023

Our team has advised on over $2 billion of successful transactions with private equity firms, high net-worth individuals, and public companies. We work closely with our client’s financial and legal advisors. Our clients are privately-held businesses in a variety of industries throughout North America.”

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

Pension Pulse

SEPTEMBER 6, 2023

But in a partial victory for fund groups which opposed the rules, the Securities and Exchange Commission did not proceed with proposals that would have expanded funds' legal liability and outright banned arrangements that allow some investors special terms. In fact, there is already legal pushback from the industry.

Hedge Funds 64

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

The Big Picture

DECEMBER 14, 2022

You shift from high net worth individuals. And no matter how high net worth they are, they’re individuals. RITHOLTZ: So let me ask you a very obvious question. They react to markets. They can be emotional. Or how many people were in our process? What do they want to pay?

Assets 65

Assets Mergers and Acquisitions Capital Portfolios 65

The Big Picture

JANUARY 7, 2025

It’s also legal and regulatory. And here’s the most important fact that as ultra high net worth and high net worth individuals build out their portfolios. You think it’s more than just the tech companies? There’s not that many participants. Hence the valuation gap.

Capital 52

Capital Hedge Funds Buyout Funds 52