Private Equity Wire

MARCH 20, 2024

Fund II, which attracted commitments from private and public pensions, family offices, high-net worth individuals and sovereign wealth funds, will make primary and secondary investments in companies across technology, healthcare and climate tech, with a focus on North America and Asia.

High Net Worth Individuals 98

High Net Worth Individuals Capital Funds Consultants 98

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.

Capital 130

Capital High Net Worth Individuals Funds Private Equity Firms 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. FMP has expanded its team to support this new effort.

Capital 130

Capital High Net Worth Individuals Funds Private Equity Firms 130

Private Equity Professional

JUNE 25, 2024

Limited partners in TOF II include public and corporate pensions, endowments, foundations, financial institutions, fund of funds, asset managers and family offices, as well as high-net-worth individuals.

High Net Worth Individuals 100

High Net Worth Individuals Funds Financial Institutions Asset Management 100

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. Kingswood began raising Fund III just 90 days ago and originally targeted $1.0 billion in total capital commitments.

High Net Worth Individuals 100

High Net Worth Individuals Funds Legal Leveraging 100

Private Equity Insights

OCTOBER 23, 2023

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up About OHA: OHA is a leading global alternative investment firm specializing in private lending, distressed credit, structured credit, real assets, special situations, leveraged loans and high yield bonds. Rowe Price Group, Inc.

Finance 130

Finance Financing High Net Worth Individuals Collateral 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

This is going to be BIG.

OCTOBER 29, 2015

Generally, creating rules to protect individuals from nefarious business practices or to leverage things like taxes fairly and consistently is a good thing and I support it. When Uber goes public, the only people that will have benefitted from the growth of their market cap will be high net worth individuals and institutions.

High Net Worth Individuals 125

High Net Worth Individuals Legal Taxes Startups 125

Private Equity Wire

JULY 13, 2023

The fund attracted a broad LP base of both new and existing investors, including family offices, high-net-worth individuals, foundations, public pension plans, and endowments. RCP SOF IV will generally continue the investment style and approach that was established with RCP’s predecessor secondary funds.

High Net Worth Individuals 52

High Net Worth Individuals Leveraged Buyouts Buyout Funds 52

Pension Pulse

JUNE 14, 2024

Our product is designed to help sponsors achieve their desired leverage targets on acquisitions and refinancings while generating compelling risk adjusted cash-on-cash and total return for our programmatic joint venture.”. We have built a strong portfolio with WDIP, leveraging our collective expertise in multifamily financing and investment.

High Net Worth Individuals 59

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

The Motley Fool

MAY 30, 2024

We believe that in time, every organization, big and small, will leverage the power of AI to transform their businesses. As we've shared before, fiscal '25 will be a year of focused investment for us as we reinvest some of our natural operating leverage back in the business, in particular toward the GenAI opportunity.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) High Net Worth Individuals Leveraging Banks 130

The Motley Fool

OCTOBER 21, 2024

It's good at high net worth individuals. But the fact that you can't leverage that brand name, Goldman Sachs has the very rare combination of arguably the most recognizable name in the financial services industry. That business moves to Barclays and will cost $400 million. Goldman's great at investment banking.

Banks 130

Banks Investment Banking Investment Banks Mergers and Acquisitions 130

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. Agile and entrepreneurial, we don’t believe in the idea of a ‘finished picture’.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

Udu

APRIL 16, 2023

This method of deal sourcing allows PE firms to leverage their existing relationships and knowledge to fill their pipeline. Leverage Technology Finally, leverage technology. These companies often recommend other potential investments that could be valuable to the firm’s investment strategy.

Private Equity Firms 40

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

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

The Motley Fool

FEBRUARY 14, 2024

We can invest approximately $500 million this year on a leverage-neutral basis, excluding any disposition proceeds, and without the need for any additional equity capital. billion in 319 retail net lease properties spanning 41 states. We leverage our relationships. of total acquisition volume for the quarter. It takes grit.

Debt 130

Debt Banks Capital Leveraging 130

Hellman & Friedman LLC

NOVEMBER 22, 2021

We are excited to leverage our extensive vertical software and healthcare experience to help Bob and the management team accelerate growth, develop new products, gain market share, and continue to innovate in a highly scalable and vitally important end market,” added David Humphrey, a managing director at Bain Capital Private Equity.

Capital 40

Capital High Net Worth Individuals Education Legal 40

The Motley Fool

NOVEMBER 7, 2023

Our team continues to execute on our product roadmap while growing revenues and delivering strong operating leverage in the business. Our cost structure is roughly 90% fixed, which supports high incremental margins in operating leverage. And our adjusted EBITDA this year is on track to be roughly three times our prior record.

Leveraging 100

Leveraging Assets Shareholders Public Companies 100

Pension Pulse

SEPTEMBER 6, 2023

If "private funds" - in the SEC's terminology - were truly private, then what ultra high net worth individuals and private foundations do with their own money is no one's business but their own. One thing I didn't cover is leverage. And I have subsequently worked for a Swiss private bank!)

Hedge Funds 64

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

Axial

MAY 4, 2023

Our team has advised on over $2 billion of successful transactions with private equity firms, high net-worth individuals, and public companies. We assist in valuation, transaction structure, marketing the business, leveraging our network of institutional buyers and managing due diligence / legal process to close.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Axial

JULY 27, 2023

Based in Kansas, we operate nationally, leveraging our extensive banking experience and in-depth knowledge of financing to provide a seamless transaction process for both parties involved. Our team has advised on over $2 billion of successful transactions with private equity firms, high net-worth individuals, and public companies.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

Axial

OCTOBER 24, 2024

We have a network of thousands of highly qualified potential buyers, including high net worth individuals, corporate buyers, investment groups, private equity groups, and strategic buyers. We develop a confidential business review of your company specifically tailored for qualified buyers.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

APRIL 24, 2024

This is a low leverage loan and we're reviewing financing options with Granite Properties, our partner. There's high net worth individuals got relationships that can finance these type of assets. And we've been successful selling both value-add and core assets over the last couple of years. And there's local banks.

Prospects 130

Prospects Assets Banks Capital 130

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. But I would say generally, there’s less leverage in the system. SALISBURY: Yes.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

Private Equity Wire

MARCH 20, 2025

Fund IV attracted a diverse investor base, including endowments and foundations, family offices, public pension plans, insurance companies, OCIOs, and high-net-worth individuals across North America and Europe. New State has completed more than 45 acquisitions to date.

High Net Worth Individuals 74

High Net Worth Individuals Capital Funds Leveraging 74

The Motley Fool

APRIL 24, 2024

And remember, this is a high operating leverage group, so they ought to do quite well here. High net worth individuals, both U.S. So both of those things will reverse throughout the course of the year and Combat margins will increase. Our expectation is quarter-over-quarter. corporations, private and public.

Banks 130

Banks Capital High Net Worth Individuals Taxes 130

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. MCCARTHY: Well, I would — RITHOLTZ: Or is that just leverage and don’t — MCCARTHY: Yeah. RITHOLTZ: So let me ask you a very obvious question.

Assets 64

Assets Mergers and Acquisitions Capital Portfolios 64

The Big Picture

FEBRUARY 5, 2025

They were leveraged so this wasn’t like a bad year, this was a wipeout. Concentration, leverage, and illiquidity. The biggest difference for those institutions and high-net-worth individuals is taxes. How can an investor evaluate those risks in advance? Most hedge fund strategies are tax-inefficient.

Hedge Funds 59

Hedge Funds Funds Taxes High Net Worth Individuals 59

The Motley Fool

JANUARY 30, 2025

First, the Times Black ICICI Bank credit card, catering to high-net-worth individuals with travel and lifestyle benefits. So, through traditional issuance, winning share from domestic networks, and leveraging our brand products and innovation to secure important co-brands, our consumer payments business is strong.

Banks 130

Banks Accounting Taxes High Net Worth Individuals 130

The Big Picture

JUNE 20, 2023

For years, decades, as you say, this was an investing strategy that was limited to sophisticated investors, high net worth individuals, people who could take it, stand the fact that it’s opaque, that it has high fees, that it is not quite as investing in an S&P 500 stock fund, and not that simple.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Finance Financing 59

The Big Picture

JANUARY 7, 2025

And here’s the most important fact that as ultra high net worth and high net worth individuals build out their portfolios. Leverage buyouts requires leverage. And when rates were so low, the leverage went, it was cheap and, and and easily accessible.

Capital 52

Capital Hedge Funds Buyout Funds 52