The Motley Fool

JULY 17, 2023

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. How does IPO investing work?

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.

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 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. per share, private equity firm Sycamore Partners.

High Net Worth Individuals 130

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

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.

High Net Worth Individuals 130

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

Private Equity Insights

JUNE 21, 2024

TOF II’s investor base includes 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 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

JUNE 21, 2024

TOF II’s investor base includes 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 130

High Net Worth Individuals Capital Funds Private Equity Firms 130

Private Equity Insights

FEBRUARY 9, 2024

as it was delisted by private equity firm TPG Inc.; Allegro Funds as it acquired fuel retailer Gull New Zealand; and BGH Capital’s payments platform Pushpay, the firm said. Billion for Australia Private Credit Fund Ares Management Corp. billion of first lien, senior secured loans. and Citigroup Inc. has raised A$2.6

Leveraged Buyouts 130

Leveraged Buyouts High Net Worth Individuals Pension Funds Buyout 130

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 Insights

FEBRUARY 2, 2024

Falfurrias will write checks as big as $200 million from its other funds, which have made bets in a variety of niches including in companies that provide software services to private equity firms. read more The post Falfurrias Plays Small Ball With $400M Growth Fund appeared first on Private Equity Insights.

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 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

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

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. ” Source: CISION PR Newswire Can’t stop reading?

Capital 130

Capital High Net Worth Individuals Funds 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. According to a press statement, ADF II will continue to target companies in the business services and software sectors.

High Net Worth Individuals 75

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

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 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. luxury hotels Private equity firm KSL said on Monday it intends to buy Hersha Hospitality Trust, the owner of 25.

Capital 130

Capital High Net Worth Individuals Funds Private Equity Firms 130

FinSMEs

MARCH 19, 2025

New State Capital Partners, a NYC-based entrepreneurial-minded private equity firm, announced that it has closed on $700M for its Fund IV. New State professionals committed $60M via the general partner, seeking to […] The post New State Capital Partners Closes Fund IV, at $700M appeared first on FinSMEs.

High Net Worth Individuals 52

High Net Worth Individuals Capital Private Equity Firms Private Equity Firms 52

FinSMEs

DECEMBER 12, 2023

Falfurrias Management Partners, a Charlotte, NC-based lower middle-market private equity firm, closed Falfurrias Growth Partners I (FGP), at $400m. The General Partner of the fund committed approximately […] The post Falfurrias Growth Partners Raises $400M for Inaugural Fund appeared first on FinSMEs.

High Net Worth Individuals 57

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 57

FinSMEs

DECEMBER 18, 2023

Turnspire Capital Partners, a NYC-based private equity firm, closed Turnspire Value Fund II, L.P. , at $275m in capital commitments. at $275M appeared first on FinSMEs. at $275M appeared first on FinSMEs.

High Net Worth Individuals 57

High Net Worth Individuals Capital Private Equity Firms Private Equity Firms 57

Pension Pulse

JUNE 14, 2024

About Walker & Dunlop Investment Partners Walker & Dunlop Investment Partners (WDIP) is a real estate private equity firm which manages capital on behalf of endowments, foundations, pension plans, private funds, insurance companies, family offices and high net worth individuals.

High Net Worth Individuals 59

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

Udu

APRIL 16, 2023

Knowing how to find private equity deals before they’re closed by another company is essential for any firm that wants to compete and grow. So, how do private equity firms find companies? Private equity firms need to know, which is why we’ve written this article.

Private Equity Firms 40

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

Pension Pulse

SEPTEMBER 18, 2023

Northleaf’s customized mandate for CPP Investments focuses on maximizing net returns through primary fund investments in small and mid-market Canadian buyout and growth funds, secondary investments and direct co-investments. You probably want to add a layer between CPP Investments and investing directly in smaller Canadian PE funds.

Financial Institutions 59

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

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

Hellman & Friedman LLC

NOVEMBER 22, 2021

In everything we do, we’re inspired by our vision to create a thriving ecosystem that delivers accessible, high-quality, and sustainable healthcare for all. The Elliott funds’ investors include pension plans, sovereign wealth funds, endowments, foundations, funds-of-funds, high net worth individuals and families, and employees of the firm.

Capital 40

Capital High Net Worth Individuals Education Legal 40

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. 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

OCTOBER 24, 2024

MidCap Advisors also represents corporations, private equity firms and investors who are seeking to grow through acquisition. 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.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 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. Our clients are privately-held businesses in a variety of industries throughout North America.”

Investment Banks 52

Investment Banks Investment Banking Mergers and Acquisitions Banks 52

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. Our clients are privately-held businesses in a variety of industries throughout North America.”

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Big Picture

MAY 9, 2023

And they all develop their own little system of useful terms, but then they end up becoming almost like a barrier that makes it hard for an outsider who hasn’t grown up in the world of finance, who doesn’t have a father who ran a hedge fund or an uncle who ran a private equity firm. SALISBURY: Yes.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

Private Equity Wire

SEPTEMBER 17, 2024

Muzinich’s infrastructure strategy mirrors similar moves by major private equity firms. According to Harry Chang, co-founder and CFO of Orion3, undraising efforts are currently underway, with a focus on attracting institutional investors, family offices, and high-net-worth individuals across Asia, Europe, and North America.

High Net Worth Individuals 97

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

The Big Picture

DECEMBER 14, 2022

I’d also say, you know, interestingly, when I was going to interviews at different private equity firms or different real estate firms, it was noticeable that in the real estate brochures of those companies, there was a huge amount of diversity in the kinds of people that worked at these firms.

Assets 64

Assets Mergers and Acquisitions Capital Portfolios 64

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. The 49ers declined to comment.

High Net Worth Individuals 182

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

Private Equity Professional

APRIL 1, 2025

Limited partners in the new fund included family offices, insurance companies, and high-net-worth individuals. RCP Advisors also invests in single asset and portfolio secondary transactions and makes direct co-investments in partnership with North American-based lower middle market private equity firms.

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