Private Equity Wire

AUGUST 30, 2024

Leveraged buyout financings accounted for almost half (42%) of all UK transactions in H1 2024, compared with just 29% in H1 2023, according to the latest MidCapMonitor report by global investment bank Houlihan Lokey.

Leveraged Buyouts 98

Leveraged Buyouts Accounting Buyout Leveraging 98

The Motley Fool

FEBRUARY 27, 2024

For some, investing in companies taking advantage of emerging trends, such as artificial intelligence (AI), can be lucrative. Investing $100,000 (split evenly) across these three leading BDCs could add $10,000 of dividend income to your portfolio this year. It specializes in an investment vehicle called venture debt.

Leveraged Buyouts 130

Leveraged Buyouts Due Diligence Initial Public Offering Exchange-Traded Funds 130

Private Equity Wire

MAY 22, 2024

Private credit lenders and banks are vying to offer debt financing for a potential acquisition of US education software provider PowerSchool Holdings, according to a report by Bloomberg citing people with knowledge of the matter. The financing could include a $2.4bn funded term loan, a $500m delayed-draw term loan and a $300m revolver.

Buyout 98

Buyout Banks Leveraged Buyouts Private Equity Firms 98

The Motley Fool

JUNE 27, 2024

One of the key ingredients in a diversified investment portfolio is dividend stocks. During the first quarter of 2024, Hercules generated net investment income (NII) of $79 million, an increase of 21% year over year. Should you invest $1,000 in Hercules Capital right now? Horizon Technology: 11.2% At a modest P/B of just 1.1

Leveraged Buyouts 130

Leveraged Buyouts Initial Public Offering Buyout Venture Capital 130

Private Equity Wire

JANUARY 24, 2024

Ultimately though, whether a record $10bn+ deal is agreed or not, depends on how well investment banks, the traditional source of finance for leveraged buyouts, manage to regain the ground they have lost to private lenders over the past 18 months or so, said Hirschmann.

Leveraged Buyouts 74

Leveraged Buyouts Buyout Leveraging Investment Banking 74

Private Equity Wire

FEBRUARY 2, 2024

Winter focuses on cross-border and UK acquisition finance and restructurings, advising investment banks, alternative credit providers, corporate borrowers and private equity sponsors on various debt capital structures in the European large-cap and mid-cap markets.

Debt 75

Debt Finance Financing Leveraged Buyouts 75

Private Equity Wire

OCTOBER 22, 2024

Dee Kuchukulla (New York) guides leading private equity sponsors and their portfolio companies on an array of complex transactions, from leveraged buyouts and sales to carve-outs, cross-border deals, joint ventures, and take-privates across industries.

Mergers and Acquisitions 75

Mergers and Acquisitions Leveraged Buyouts Private Equity Firms Private Equity Firms 75

Private Equity Insights

MARCH 17, 2023

Lately, much attention has been lavished on Ares Capital, the unit created in 2004 to provide financing for middle-market acquisitions, recapitalizations, and leveraged buyouts. The Ares portfolio is diversified across 466 borrowers backed by 222 private equity sponsors that invest in those borrowers’ equity.

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 130

Private Equity Wire

SEPTEMBER 24, 2024

Historically, the focus was on leveraged buyouts and cost-cutting to boost profitability, but this approach is no longer sufficient. With over 15 years of experience in investment banking, asset management, and private equity, Lou helps align Zanders’ value proposition with investor value creation strategies.

Mergers and Acquisitions 95

Mergers and Acquisitions Private Equity Firms Private Equity Firms Leveraged Buyouts 95

JMI Equity

OCTOBER 1, 2024

JMI Equity, a growth equity firm focused on investing in leading software companies, is excited to announce that JMI Partners, Larry Contrella and Suken Vakil have been named to GrowthCap’s Top Software Investors of 2024. Larry Contrella , Partner, joined JMI in 2010. Suken Vakil , Partner, joined JMI in 2012.

Leveraged Buyouts 40

Leveraged Buyouts Mergers and Acquisitions Investors Buyout 40

Oakhill

MAY 4, 2023

The Oak Hill investment provides us the capital and expertise to accelerate our plans of providing ultra-fast, reliable, and affordable broadband service in the communities we partner with and serve.” About Stephens Capital Partners Stephens Capital Partners LLC (“SCP”) is the principal investing arm of the Warren A. Stephens Inc.

Capital 40

Capital Leveraged Buyouts New York Stock Exchange Private Equity Firms 40

Pension Pulse

JULY 11, 2024

PIKs are like a Pacman that eats away at the equity,” says John Graham, president and chief executive officer of the Canada Pension Plan Investment Board, a C$632 billion ($464 billion) behemoth that’s one of the world’s largest private equity investors. “It another Canadian pensions giant, told Bloomberg recently.

Buyout 59

Buyout Debt Leveraging Collateral 59

The Big Picture

DECEMBER 5, 2023

And that was very important because when this was the dawning of what is now a big analyst program across the country in all banks and investment banks. There was no m and a departments in any investment bank really until the very late seventies. And I was fortunate to be accepted to both.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

SEPTEMBER 23, 2024

Europe accounts for anywhere between a third and a half of their investments. That whole distressed debt department at city 00:06:31 [Speaker Changed] Banks are wanting to sell? I work for a really senior guy in the investment bank. It was very much a brokerage house with a growing, expanding investment bank.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59

The Big Picture

JANUARY 24, 2023

They have $37 billion in clients and their own funds, of which they have invested across a variety of disciplines from credit to strategic capital, as well as taking companies private and helping them grow into something more substantial than they’ve been in the past. It was between corporate law and investment banking.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

The Big Picture

SEPTEMBER 26, 2023

I found this to be just a masterclass in everything you need to know about distressed credit investing, private credit, the role of the economy, the fed interest rates, inflation, bottoms up, credit picking, and how to manage a firm and a fund in light of just massive dislocations in your space, as well as the overall economy.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Debt Banks 52

Private Equity Wire

NOVEMBER 28, 2024

UK sponsor-backed financing activity experienced a modest slowdown in Q3 2024, as ongoing M&A sluggishness and seasonal dynamics impacted deal flow, according to the latest data from global investment bank, Houlihan Lokey.

Leveraged Buyouts 93

Leveraged Buyouts Debt Buyout Deal Flow 93

Private Equity Wire

APRIL 1, 2025

AGL Credit Management, Barclays private credit partner, has struggled to attract fresh investor capital nearly a year after announcing its strategic partnership with the bank, dampening expectations that the tie-up would bolster Barclays ability to compete in the $1.6tn private credit market, according to a report by the Financial Times.

Leveraged Buyouts 73

Leveraged Buyouts Due Diligence Funds Buyout 73

Private Equity Wire

MARCH 6, 2025

The report cites unnamed sources familiar with the matter as revealing that private credit firms, including HPS Investment Partners and Ares Management, are among those vying to finance what would be one of the largest leveraged buyout (LBO) debt deals in over a decade.

Buyout 61

Buyout Finance Financing Leveraged Buyouts 61

Private Equity Wire

APRIL 11, 2025

Pantheon, a New York-based investment firm, recently announced the successful raise of $5.2bn for a fund targeting private credit stakes in the secondary market. However, the markets recent volatility, triggered by shifting trade policies and fluctuating public market valuations, may change that.

Leveraged Buyouts 45

Leveraged Buyouts Hedge Funds Pension Funds Buyout 45

Pension Pulse

MARCH 3, 2025

Amanda White of Top1000funds reports OMERS positions to buy, favouring North America: Only two years into the top investment job at OMERS, Ralph Berg has made his mark, dramatically re-engineering the investment programs, adjusting the geographical focus and getting ready to buy as M&A markets open up. Amanda White reports.

Buyout 52

Buyout Pension Funds Investing Assets 52

The Big Picture

DECEMBER 10, 2024

They are experts at digital transformation across a wide variety of sectors in the investing world. I ran the venture fund, did all the investing off the balance sheet. You know, it was sort of not considered an appropriate place to invest that kind of capital. Much more involved than a consulting firm.

Consulting 52

Consulting Consultants Private Equity Firms Private Equity Firms 52

The Big Picture

JANUARY 7, 2025

If you’re at all interested in the growth in private equity and private capital and how this sector of the investment world is changing and where it might go, I think you’ll find this to be a fascinating conversation. How did those experiences at Bridgewater and and Bren Howard affect how you look at the world of investing?

Capital 52

Capital Hedge Funds Buyout Funds 52

The Big Picture

FEBRUARY 7, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, Bill Cohan is a fixture on Wall Street for a long time, both as an investment banker at Lazard Freres and eventually Merrill and JPMorgan Chase, as well as an author. RITHOLTZ: So, you ended up becoming an investment banker.

Banks 103

Banks Mergers and Acquisitions Capital Companies 103