Pension Pulse

JULY 11, 2024

Noisy or not, his comment strikes at the heart of an issue that’s starting to disturb everyone from investors to regulators: PE’s current mania for financial engineering. Funds raised money, bought businesses, loaded them with debt, exited at a profit and convinced happy investors to do it all over again — at ever greater scale.

Buyout 59

Buyout Debt Leveraging Collateral 59

The Big Picture

DECEMBER 5, 2023

But there came to be, in certain situations, buyers that were bootstrap, buyers that were, we would call ’em today, they then leveraged buyout financiers. You be my partner, we’ll set up a private equity firm and the Rosenwald family will be our lead investor and that’s what I wanna do.00:12:49

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Pension Pulse

APRIL 25, 2024

Paula Sambo of Bloomberg reports Canada pension fund's credit head wants to take advantage of leveraged buyout boom: Canada’s largest pension fund plans to nearly double the size of its credit holdings over the next five years, and it’s counting on an upturn in leveraged buyouts to generate some of that growth.

Leveraged Buyouts 59

Leveraged Buyouts Buyout Pension Funds Mergers and Acquisitions 59

The Big Picture

SEPTEMBER 23, 2024

But because these are really good businesses, which got levered, they got leveraged through these leverage buyouts. Early nineties was the start of the modern high yield leverage buyout business done at scale. There’s leverage. But Barry, can I tell you, but go back, go back to one thought though.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59

The Big Picture

JANUARY 24, 2023

And what was interesting was the first leveraged buyout of a public company happened when I was in graduate school. KLINSKY: In 1979, it was the first leveraged buyout of a public company. We had sold the family business, maybe buy another family business one day through a leveraged buyout. KLINSKY: Yeah.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Pension Pulse

NOVEMBER 10, 2023

Committed US$150 million to American Industrial Partners Capital Fund VIII, which will primarily target value-oriented, control investments in the North American industrials sector. OMERS will be a financial investor and will not participate in operational decisions of MLSE or any of its teams. Read the press release here.

Investing 59

Investing Buyout Stakes Assets 59

Pension Pulse

MARCH 25, 2025

Changing investment approach amid market challenges Ontario Teachers shift comes as Canadas largest pension funds, known as the Maple Eight, are reconsidering their investment strategies. These funds collectively manage about $2.3 You dial back the risk by doing it with a partner rather than doing it on your own, he said.

Pension Funds 59

Pension Funds Buyout Leveraged Buyouts Stakes 59

Private Equity Wire

APRIL 11, 2025

The private credit sector, a $1.5tn industry that includes specialised lenders like Apollo Global Management, Ares Management, and KKR, has long been a popular asset class for institutional investors, including pension funds.

Leveraged Buyouts 45

Leveraged Buyouts Hedge Funds Pension Funds Buyout 45

Pension Pulse

MARCH 3, 2025

Ralph Berg, chief investment officer at OMERS for nearly two years, brings a fresh perspective to pension fund management with a history and work pedigree different to what you might expect from a Canadian fund investment boss. We are starting to see LBO [leveraged buyout] activity pick up again.

Buyout 52

Buyout Pension Funds Investing Assets 52

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. How is that working out?

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59