Pension Pulse

DECEMBER 4, 2024

He was the long-time chair of the Toronto Port Authority and, earlier in his career, advised a committee of Canada’s Senate on issues that included the creation of major public-sector pension funds such as the Public Sector Pension Investment Board. Cravath, Swaine & Moore LLP acted as legal counsel for OMERS Private Equity.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Pension Funds 59

Private Equity Wire

SEPTEMBER 17, 2024

Kohlberg & Company (Kohlberg), a private equity firm specialising in middle market investing, has held the final closing of its 10th private equity fund, Kohlberg Investors X (Fund X), with $4.3bn in capital commitments.

Companies 98

Companies Private Equity Firms Private Equity Firms Pension Funds 98

Private Equity Wire

APRIL 11, 2024

Lone View Capital, an LA-based private equity firm investing in the technology sector, has held final close of its inaugural fund, Lone View Capital Fund I with total committed capital of $850m, bringing the firm’s AUM to approximately $1.1bn. Kirkland & Ellis served as legal counsel for Fund I.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Pension Funds Funds 98

Private Equity Wire

DECEMBER 21, 2023

Clearhaven Partners (Clearhaven), a Boston-based software private equity firm focused on investments in the technology sector, has closed its sophomore fund, Clearhaven Fund II, with more than $580m of capital commitments, above target and at its hard cap.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Pension Funds Funds 97

Private Equity Wire

FEBRUARY 6, 2024

Texas-based private equity firm Trinity Hunt Partners has closed its latest fund, Trinity Hunt Partners VII, (Fund VII) at its hard cap of $700m in capital commitments, which was oversubscribed and had fundraising completed in under five months. Kirkland & Ellis acted as legal counsel.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Pension Funds Funds 97

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 Wire

FEBRUARY 12, 2024

Epiris, a private equity firm that targets control positions in UK-headquartered businesses with an enterprise value of between £75m and £500m, has held the final close of Epiris Fund III with total capital commitments of £1.044bn. Clifford Chance and Carey Olsen acted as the fund’s legal counsel.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Pension Funds Funds 98

Private Equity Insights

NOVEMBER 6, 2023

Rubicon Technology Partners (“Rubicon”), a leading private equity firm focused on enterprise software investments, announced the successful closing of its latest fund, Rubicon Technology Partners IV (“Fund IV” or “the Fund”), at approximately $1.7bn.

Best Practices 130

Best Practices Funds Private Equity Firms Private Equity Firms 130

Private Equity Wire

AUGUST 15, 2023

MFA preps for SEC fee disclosure legal challenge Submitted 15/08/2023 - 10:38am A legal clash between hedge funds and private equity firms and the SEC is looming large over the regulator's proposed plan to tighten rules on the disclosure of fees and dealing with investors, according to a report by Bloomberg.

Legal 52

Legal Private Equity Firms Private Equity Firms Hedge Funds 52

Private Equity Insights

DECEMBER 13, 2023

Fund III will continue Ara’s strategy of investing in the decarbonization of the industrial economy, the greatest source of carbon emissions globally. Rede Partners acted as placement agent, and Debevoise & Plimpton LLP served as legal counsel in the formation of Fund III.

Funds 130

Funds Bidding Private Equity Firms Private Equity Firms 130

Private Equity Insights

AUGUST 30, 2024

We are thrilled to be entering into this partnership, on behalf of our pension fund client ABP and Asset Owner Partners, and we are eager to work closely with the euNetworks team as they continue to develop and further their strategic vision.” UBS and Baker McKenzie acted respectively as financial and legal advisors to APG.

Legal 130

Legal Private Equity Firms Private Equity Firms Pension Funds 130

American Investment Council

JUNE 5, 2024

“A federal appeals court on Wednesday struck down a sweeping overhaul of rules governing private equity firms and hedge funds, a big win for Wall Street groups pushing back against SEC Chair Gary Gensler’s agenda.” Today, POLITICO published an article highlighting the 5 th U.S.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Hedge Funds Private Equity Firms Private Equity Firms 52

Pension Pulse

MARCH 11, 2024

However, the sale has been controversial, with TIM’s largest shareholder Vivendi slamming the decision and subsequently launching legal proceedings against the operator. Now more than ever, we need to attract private investment or we risk seeing a permanent decline in Canadians' standard of living.

Stakes 59

Stakes Pension Funds Enterprise Values Investing 59

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. In fact, there is already legal pushback from the industry.

Hedge Funds 64

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

Pension Pulse

MAY 6, 2024

Then she came across an investor presentation from a different universe: KKR, one of the world’s largest private equity firms. By that time, Mr. Stavros had decided to start an organization to promote his model more broadly, hoping to reach the 12 million people who work for companies that private equity firms own.

Capital 59

Capital Private Equity Firms Private Equity Firms Stakes 59

Pension Pulse

JULY 11, 2024

another Canadian pensions giant, told Bloomberg recently. A key challenge for regulators is that much of PE’s borrowing was arranged with loose legal terms at a time when lenders were fighting for deals, making it easier today to use financial wizardry to keep sickly businesses alive.

Buyout 59

Buyout Debt Leveraging Collateral 59

Fortune Financial

AUGUST 7, 2023

Private Equity Private equity is a form of alternative investment that involves investing in privately-held companies. It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Private Equity Private equity is a form of alternative investment that involves investing in privately-held companies. It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Pension Pulse

MAY 8, 2023

For all the years the investigation found child labor, PSSI has been owned by Wall Street's Blackstone--the largest private equity firm in the world. No pension fund wants to invest in private companies that abuse immigrant children.

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

Pension Pulse

JUNE 20, 2023

Importantly, no other large Canadian pension fund has allocated as much to Credit as CPP Investments (or Private Equity which makes up 33% of of its total assets). Closed a C$230 million investment in the term loans of Legal Search, a provider of property- and corporate-related search services in Australia, the U.K.,

Investing 52

Investing Leveraging Banks Debt 52

The Big Picture

AUGUST 15, 2023

So I worked at a private equity firm, that middle market private equity firm Yale had money with. And then it’s actually hard to make a legal bet. So technically, and that’s probably why it was legal, there’s no gambling involved. It’s probably easier now, right?

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

The Big Picture

APRIL 4, 2023

You had a lot of the big buyout firms, they were doing the transactions in the ‘80s, in the early ‘90s. But, you know, these large firms were spinning off smaller private equity firms. So lots of folks work there that now run very large alternative asset management firms and credit arms of firms.,

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59

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. Risk appetite was changing.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

Pension Pulse

MAY 24, 2023

In private credit, tightening credit conditions resulting from a handful of bank failures and rescues in the United States have opened up opportunities for non-bank players like pension funds, he said. Private Equity Entered into a definitive agreement alongside Silver Lake to acquire Qualtrics, a U.S. and the U.S.

Investing 52

Investing Stakes Pension Funds Assets 52

The Big Picture

SEPTEMBER 23, 2024

Just the learning what it takes to actually raise money, what it, what it, what it means to actually build a really strong infrastructure of finance, operations, legal team. And infrastructure today is bought by sovereign funds, big pension funds with a view that it is very steady. Seven, eight, 9% kind of returns.

Debt 59

Debt Leveraging Banks Leveraged Buyouts 59

The Big Picture

JANUARY 24, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, his name is Steve Klinsky, and he has an absolutely storied history in the field of private equity. So I did my thesis on how leveraged buyouts work from the legal and the business side. We have a lending arm at my firm as well.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Private Equity Insights

MARCH 31, 2025

The fund was oversubscribed and represents a more than 50% increase on QPEs debut fund, which raised 202m in December 2020. From its first fund, QPE completed 12 platform investments and 16 follow-on deals. The firm exited its investment in Encore last year, delivering returns of up to 7.6x Can`t stop reading?

Education 147

Education Private Equity Firms Private Equity Firms Pension Funds 147

Private Equity Insights

JANUARY 9, 2025

Private equity firms and pension funds are increasing their investments in the UK rental market, spending a record 1.5bn on single-family homes by the end of last year. Some private equity firms are amassing rental home portfolios to sell to pension funds, which seek steady income.

Private Equity Firms 241

Private Equity Firms Private Equity Firms Pension Funds Investing 241

Pension Pulse

NOVEMBER 21, 2024

The decision to put a senior government official on the board of the arm’s-length pension fund manager raises questions about AIMCo’s continued independence, and whether the move opens the door to the government to exert greater political influence or to steer the pension fund manager toward government priorities.

Pension Funds 64

Pension Funds Financing Finance Consulting 64

Private Equity Insights

MARCH 13, 2025

Currently, private equity represents less than 1% of defined contribution plan assets, yet firms such as Apollo Global Management, Blackstone, and KKR see significant growth potential. While ETFs typically charge around 0.51% in fees, private equity firms often collect 2% in management fees and 20% of profits.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Fee Structure Pension Funds 147