The Motley Fool

MARCH 16, 2024

Mortgage REITs are essentially investment firms that own portfolios of mortgages. For example, if a firm bought a mortgage with a 6% yield and its funding costs were 3%, it would generate a spread of 3%. These firms then use leverage to boost their returns. at the end of 2018, while AGNC had leverage of 7.0x

Leveraging 243

Leveraging Investing Capital Portfolios 243

Private Equity Wire

DECEMBER 10, 2024

Global investment firm Carlyle (NASDAQ: CG) has reached an agreement to acquire a majority stake in Waste Services Group (WSG), a leading commercial, industrial, and liquid waste management company in Australia, from Livingbridge. Carlyle has a long history of investing in and growing industrial businesses globally.

Stakes 97

Stakes Leveraging Investment Firms Companies 97

The Motley Fool

OCTOBER 1, 2024

They represent a watershed moment for the crypto industry, as Bitcoin investing finally shows signs of going mainstream. As investment firms continue to file paperwork with the Securities and Exchange Commission (SEC) for new crypto ETFs, it's likely a slew of new ETF investment products are coming in 2025 as well.

Securities and Exchange Commission (SEC) 242

Securities and Exchange Commission (SEC) Investors Exchange-Traded Funds Hedge Funds 242

Private Equity Insights

DECEMBER 15, 2023

EQT AB is leading the bidding as private equity firms compete for a stake in the media rights business of the Bundesliga, Germany’s main football competition, people with knowledge of the matter said. German professional football’s governing body plans to meet early next week to whittle down the list of suitors, the people said.

Bidding 276

Bidding Private Equity Firms Private Equity Firms Stakes 276

The Motley Fool

AUGUST 21, 2023

The Securities and Exchange Commission is gearing up to pass sweeping regulations for private equity groups, hedge funds, and real estate investment firms that aim to bring oversight and transparency in line with US stock exchanges.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Funds Stock Exchanges 246

The Motley Fool

SEPTEMBER 25, 2024

Investment firms managing over $100 million in stocks are required to file a form 13F with the Securities and Exchange Commission (SEC) once quarterly. Moreover, as Apple continues integrating more features leveraging OpenAI and AI technology into its products, demand for the company's newer hardware could witness a surge.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Hedge Funds Asset Management Leveraging 246

The Motley Fool

SEPTEMBER 22, 2024

From sifting through investor presentations and corporate filings to listening to earnings calls and watching interviews, getting a firm gauge on an investment often requires a lot of work. These are forms filed by investment firms managing over $100 million in stocks. One thing that I like to do is analyze 13F filings.

Hedge Funds 246

Hedge Funds Stakes Prospects Leveraging 246

The Motley Fool

AUGUST 6, 2024

This summer, for example, two investment firms filed spot Solana ETF applications with the SEC. That being said, Toncoin is still highly leveraged to the overall success of Telegram's encrypted messaging platform. Moreover, Solana could become the next major cryptocurrency to get its own spot ETFs.

Due Diligence 243

Due Diligence Exchange-Traded Funds Leveraging Financing 243

Private Equity Wire

MARCH 14, 2025

Capitala Group, an investment firm focused on the lower mid-market, has successfully closed its latest fundraise, exceeding its target with $1bn in commitments, including leverage and separately managed accounts.

Leveraging 49

Leveraging Debt Banks Capital 49

Private Equity Wire

MARCH 11, 2025

Corsair Capital, a specialist investment firm focused on payments, software, and business services within financial services, has acquired a majority stake in IDnow, a leading provider of identity verification solutions in Europe.

Capital 45

Capital Stakes Leveraging Financial Services 45

The Motley Fool

MARCH 22, 2024

In August 2022, BlackRock partnered with Coinbase Global on a new crypto trading platform, and last June, BlackRock was the first major investment firm to file a new spot Bitcoin exchange-traded fund (ETF) application. So what if they start making highly leveraged bets against Bitcoin? Maybe it's not the U.S.

Hedge Funds 244

Hedge Funds Exchange-Traded Funds Assets Asset Management 244

Private Equity Insights

AUGUST 9, 2023

ARB is strongly committed to growing each of our brands by leveraging their respective foundations, while sharing best practices across our portfolio under our common ownership. Fiesta Restaurant Group, Inc. For more information, please visit www.authenticrb.com.

Portfolios 237

Portfolios Legal Private Equity Firms Private Equity Firms 237

Private Equity Wire

FEBRUARY 4, 2025

HIG Capital (HIG), a global alternative investment firm with $67bn of capital under management, has signed a definitive agreement to invest in the HELLER Group (HELLER) through the acquisition of a strategic stake in the Germany-based machine tool manufacturer. The transaction is subject to clearance by antitrust authorities.

Stakes 59

Stakes Capital Companies Leveraging 59

The Motley Fool

NOVEMBER 23, 2024

Fortunately, investment firms that manage more than $100 million are required to disclose their holdings with the Securities and Exchange Commission (SEC). The company is leveraging its high-traffic online store to rake in billions of ad revenue from sellers, publishers, and others.

Securities and Exchange Commission (SEC) 244

Securities and Exchange Commission (SEC) Stakes Leveraging Accounting 244

Private Equity Insights

DECEMBER 6, 2023

Investcorp, a leading global alternative investment firm, today announced that its infrastructure platform will join a consortium including Orascom Construction (consortium leader) and Metito that is developing a large-scale seawater treatment and water transportation project in the Emirate of Abu Dhabi, United Arab Emirates.

Leveraging 130

Leveraging Stakes Capital Investment Firms 130

The Motley Fool

DECEMBER 15, 2023

According to the latest Crypto Wealth Report from investment firm Henley & Partners, there are now 40,500 Bitcoin millionaires around the world. Find the one crypto that is best able to leverage the potential of AI, and you could find the next crypto with 1000-fold possibilities.

Leveraging 246

Leveraging Assets Accounting Investment Firms 246

Private Equity Wire

MARCH 14, 2025

South Korea is cementing its status as a key destination for global private equity, drawing major firms such as Apollo Global Management and Intermediate Capital Group (ICG), with both having recently established offices in Seoul, according to a report by Private Equity Insights. increase from the prior year.

Leveraged Buyouts 45

Leveraged Buyouts Buyout Private Equity Firms Private Equity Firms 45

Private Equity Insights

JANUARY 12, 2024

The two private equity firms are among the final bidders in the auction for DocuSign, which is set to be one of the biggest leveraged buyouts of 2024, the sources said. While the investment firms have not joined forces, it is possible that they may partner down the line to clinch a deal, the sources added.

Leveraged Buyouts 130

Leveraged Buyouts Private Equity Firms Private Equity Firms Buyout 130

The Motley Fool

SEPTEMBER 10, 2023

On a positive note, the company secured multiple rounds of outside funding this past spring to reduce the loans it's been forced to carry on its balance sheet recently, including a purchase agreement valued at up to $4 billion from alternative investment firm Castlelake. Upstart is also generating encouraging momentum on other fronts.

Amortization 241

Amortization Depreciation Earnings Before Interest Leveraging 241

Private Equity Insights

JUNE 29, 2023

Cathay Capital Private Equity, a leading international investment firm, announces the final closing of $270 million for its latest growth private equity fund, Small Cap IV, to invest in healthcare, consumer, and technology companies across Europe, North America and Asia. Source: PR News Wire Can’t stop reading?

Capital 130

Capital Funds Private Equity Firms Private Equity Firms 130

Private Equity Insights

SEPTEMBER 28, 2023

The industry growth is being driven by investment bank caution around underwriting leveraged buyouts given volatile market conditions. Read more True Light Capital backed by Temasek Raises $3.3bn for Greater China Fund Singapore state investment firm Temasek's wholly owned unit True Light Capital said on Thursday it.

Leveraged Buyouts 147

Leveraged Buyouts Buyout Private Equity Firms Private Equity Firms 147

Private Equity Insights

JULY 14, 2023

The Riverside Company, a global private investment firm focused on the smaller end of the middle market, closed its Riverside Value Fund I, at $350m. The Riverside Value Fund generally invests in businesses undergoing operational transformation or facing complex situations or unique challenges.

Companies 130

Companies Funds Leveraging Investment Firms 130

Private Equity Wire

DECEMBER 13, 2024

Global investment firm Carlyle has held the final close of its third Carlyle Credit Opportunities Fund (CCOF III), with $7.1bn in investable capital, making it the private investment firm’s largest credit fundraise to date.

Funds 97

Funds Leveraging Capital Investment Firms 97

Private Equity Insights

JANUARY 12, 2024

Global investment firm, Carlyle (NASDAQ: CG) today announced the final close of its inaugural collateralized loan obligation (“CLO”) captive equity fund, CLO Partners. per share, private equity firm Sycamore Partners. The fund raised more than $600 million, exceeding its initial $500 million target.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Collateral Funds 130

The Motley Fool

DECEMBER 19, 2024

reflecting our lower volume and lower average sales price leverage. Millrose will be externally managed by a subsidiary of Kennedy Lewis Investments and Institutional alternative investment firm with approximately $17 billion in AUM and extensive experience with both Lennar and with the land and land development business for home builders.

Debt 242

Debt Assets Capital Banks 242

Private Equity Insights

DECEMBER 4, 2023

Thoma Bravo, a leading software investment firm, today announced the completion of its sale of Imperva, a leading provider of application and data security solutions, to Thales (Euronext Paris: HO), in an all-cash transaction that values Imperva at approximately $3.6bn. Source: CISION PR Newswire Can’t stop reading?

Initial Public Offering 147

Initial Public Offering Enterprise Values Best Practices Legal 147

Private Equity Insights

JULY 13, 2023

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up “We will continue to leverage the capital and other resources from CITIC (Trustar Capital), Carlyle, and McDonald’s Corp to achieve the future milestone of 10,000 stores,” it said.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Asset Management 130

Private Equity Insights

MARCH 8, 2024

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up Last week, JPMorgan Chief Financial Officer Jeremy Barnum told investors the bank was “absolutely open for business” in leveraged lending even as other U.S. Source: Yahoo News Can’t stop reading?

Banks 130

Banks Asset Management Leveraging Assets 130

Private Equity Insights

FEBRUARY 23, 2024

Such a fast timeline is unheard of in the leveraged finance market, where banks typically hold debt commitments for months before replacing them with loans or bonds sold to investors. The company has been a leveraged loan borrower for years under Veritas ownership, and Carlyle Group Inc.’s Final pricing details are expected Thursday.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Debt 130

Private Equity Insights

JANUARY 12, 2024

LCP X’s strategy is principally focused on the acquisition of private equity and alternative asset partnership portfolios from large-scale investors as they rebalance their allocations or seek liquidity, while also engaging in smaller opportunities leveraging Lexington’s deep industry relationships.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Financial Institutions 130

Private Equity Wire

JULY 16, 2024

Private credit and secondaries investment firm Star Mountain Capital has promoted Curtis Glovier to Managing Director and Strategic Portfolio Officer, based between New York and Florida. Glovier was most recently a senior advisor at the firm, having joined in 2020, according to his LinkedIn profile.

Capital 96

Capital Private Equity Firms Private Equity Firms Consultants 96

Private Equity Insights

DECEMBER 15, 2023

Sandbrook Capital, a private investment firm dedicated to transforming the world’s energy infrastructure, today announced the final closing of Sandbrook Climate Infrastructure Fund I at its hard cap of $1.5bn. Source: Yahoo! Finance Can’t stop reading?

Capital 130

Capital Private Equity Firms Private Equity Firms Pension Funds 130

Private Equity Insights

JUNE 8, 2024

They’ve made a mark on Wall Street as go-to sources of capital for investment firms like KKR & Co. Germany’s Viessmann family, flush with cash after a major divestment, teamed up with KKR for its $3 billion acquisition of renewable energy firm Encavis AG announced in March.

Buyout 130

Buyout Private Equity Firms Private Equity Firms Pension Funds 130

The Motley Fool

AUGUST 27, 2024

In its 10-K , for example, Vitesse Energy states that its "business plan focuses on building a diversified, low-leverage, free cash flow generating business that can deliver meaningful dividends to our stockholders."

Investing 130

Investing Shareholders Leveraging Investment Firms 130

Private Equity Insights

NOVEMBER 14, 2023

These strategically-located offices enable the firm to leverage its global network and expertise, providing investors with access to a diverse range of attractive secondaries opportunities across different geographies.

Capital 130

Capital Buyout Asset Management Leveraging 130

The Motley Fool

AUGUST 26, 2024

The leveraged account scam Another way scammers seek to separate investors from their money is by "allowing" them to purchase with as little as 20% to 25% down and financing the rest. It's important to know that selling a gold IRA on a leveraged account violates the Commodity Exchange Act, and any company that does so is committing fraud.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Mutual Funds Exchange-Traded Funds Leveraging 130

Private Equity Wire

MARCH 21, 2024

Hg, a private investment firm focused on European and transatlantic software and services businesses, has made a significant investment in CUBE, a specialist in automated regulatory intelligence and regulatory change management technology. In a press release.

Investing 97

Investing Legal Asset Management Leveraging 97