Private Equity Insights

OCTOBER 17, 2023

The proposed transaction has been unanimously approved by a special committee of independent and disinterested directors of the Board (the “Special Committee”), advised by independent legal and financial advisors, formed to evaluate and consider the proposal and other potential strategic alternatives.

Capital 130

Capital Private Equity Firms Private Equity Firms Enterprise Values 130

The Motley Fool

SEPTEMBER 3, 2023

And in the absence of any legal obligation for space companies to do the work, it will probably require governmental involvement -- and government contracts -- to get the ball rolling. That's the potential cost to NASA and other space agencies of enlisting private companies to devise solutions to the space trash problem.

Legal 130

Legal Private Companies Assets Investors 130

Private Equity Wire

OCTOBER 22, 2024

Global law firm Ropes & Gray has named 12 of its existing attorneys as the firm’s latest Partners, effective 1 November, including several whose practices cater for private equity and other private credit and private fund clients. She brings years of experience counseling clients on a wide array of deal strategies.

Mergers and Acquisitions 75

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

The Motley Fool

JULY 6, 2023

He eventually agreed to finalize the acquisition when it became clear his legal case for nullifying the deal wouldn't win in court. Here's the good news for investors and observers: While Twitter is now a private company, Meta Platforms is very much public, and you can buy shares today and tag along for the ride.

Assets 130

Assets Legal Stakes Private Companies 130

Blackstone News

NOVEMBER 29, 2023

We look forward to partnering with management to build upon their leading online marketplace and leveraging Blackstone’s extensive expertise and resources to support the Company’s continued expansion as a private company.” Wilson Sonsini Goodrich & Rosati, Professional Corporation is acting as legal counsel to Rover.

Securities and Exchange Commission (SEC) 131

Securities and Exchange Commission (SEC) Mergers and Acquisitions Legal Assets 131

Walkner Condon Financial Advisors

MAY 1, 2023

Let’s talk about stock options that private companies offer and go through the pros and cons of each. You join a great company with an even better culture. You now own 10,000 shares of the company worth $200,000 but only paid $50,000 for them. or “…what should I do with my pre-IPO RSUs?”.

Companies 98

Companies Taxes Liabilities Private Companies 98

The Motley Fool

FEBRUARY 12, 2025

Total estimated consideration is $900 million, including $500 million in cash, with the remainder representing a minority equity stake in the combined private company. These are companies that tend to move fast, and they don't need a big team on the other side to bring them on board. And the legal process is much, much shorter.

Capital 223

Capital Shareholders Companies Investors 223

Blackstone News

JANUARY 22, 2024

Guggenheim Securities served as exclusive financial advisor and Latham & Watkins served as legal counsel to Salas O’Brien. Chartwell Financial Advisory served as financial advisor and Kirkland & Ellis LLP served as a legal advisor to Blackstone. 5000 list of North America’s fastest-growing private companies.

Legal 52

Legal Investing Consulting Consultants 52

Zajac Group

JULY 8, 2024

Equity compensation can also be a valuable tool for private companies like start-ups and pre-IPO entities, as well as other types of tech companies. Private companies might not have the immediate cash flow to attract, retain, and motivate the best employees through competitive wages alone.

Taxes 52

Taxes Legal Due Diligence Stakes 52

Private Equity Wire

AUGUST 3, 2023

According to the UN , “[a]t the current rate of progress, it is estimated that it will take up to 286 years to close gaps in legal protection and remove discriminatory laws, [and] 140 years for women to be represented equally in positions of power and leadership in the workplace.”

Legal 52

Legal Public Companies Prospects Private Companies 52

Oakhill

MAY 4, 2023

Bank Street Group LLC served as exclusive financial advisor and Latham & Watkins LLP and Maynard Nexsen served as legal counsel to Lit Communities and existing equityholders in connection with this transaction. Paul, Weiss, Rifkind, Wharton & Garrison LLP served as legal counsel to Oak Hill. Stephens family and Stephens Inc.

Capital 40

Capital Leveraged Buyouts New York Stock Exchange Private Equity Firms 40

Fortune Financial

NOVEMBER 17, 2021

Alternative Investment Opportunity: Private Equity. Private equity is made up of nine investment strategies. At its core, private equity is capital that is invested in private companies that are not listed on the major U.S. Today, private equity firms are more focused on aligning the interests of all stakeholders.

Stock Market 52

Stock Market Stock Market Private Equity Firms Private Equity Firms 52

Udu

MAY 24, 2023

The valuations involve complex calculations that include analyzing a company’s current metrics and future potential to make a sound investment decision. There are various methods for valuing a private company , such as: Market Analysis PE firms assess the competitive landscape of the company’s industry.

Due Diligence 40

Due Diligence Best Practices Leveraged Buyouts Collateral 40

Zajac Group

OCTOBER 17, 2024

If you’re a business owner, partner, or investor in a private company, however, your paperwork might include a Schedule K-1 form (or just K-1, as it’s sometimes called). Please contact your financial, tax, and legal professionals for more information specific to your situation.

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 52

The Big Picture

AUGUST 8, 2022

ADMATI: We’re at the mercy of these private companies. RITHOLTZ: Because they’re private companies. ADMATI: And so, now, that’s my current interest, which is the corporation, as a legal person, they are not a set of assets owned by shareholders. There are areas that can be restricted. RITHOLTZ: Right.

Banks 81

Banks Debt Financing Finance 81

Pension Pulse

AUGUST 30, 2023

If a "sponsor," such as an insurance company or reinsurance company (a company that insures insurance companies), wants to transfer some or all of the risk it assumes in insuring a catastrophe, it can set up a separate legal structure—commonly known as a special purpose vehicle (SPV).

Collateral 59

Collateral Hedge Funds Investing Assets 59

Axial

MAY 4, 2023

.” Industries: Consumer Goods, Industrials, Materials, Retail, Business Services, Consumer Services, Media Visit Plethora’s Profile “ACT Capital Advisors has facilitated the mergers, acquisitions, and divestitures of hundreds of companies. We work closely with our client’s financial and legal advisors.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Motley Fool

AUGUST 7, 2024

You couldn't buy Vanguard it's a private company, but if you'd bought those three companies he was writing about that were cheating with their unfair competitive advantages more than two decades ago, you'd be a very happy investor today. He probably wrote in 2002 or one. Think how well that passage has aged.

Investing 130

Investing Companies Stock Market Stock Market 130

The Big Picture

OCTOBER 15, 2024

And so today, if you’re not accessing private markets, you’re gonna get left way behind your returns. And then on top of that, it’s really stressful for a lot of people to get all their clients into these things ’cause there’s just lots more paperwork, lots of messes, lots of legal stuff.

Venture Capital 59

Venture Capital Private Companies Hedge Funds Capital 59

The Big Picture

JULY 11, 2023

If you’re a private company, you don’t have any of those pressures. It’s got a British legal system, a British education system, you know, while there’s 23 different languages that are spoken and more dialects… RITHOLTZ: Everybody speaks English. RITHOLTZ: Right. RITHOLTZ: Right.

Mutual Funds 88

Mutual Funds Mergers and Acquisitions Asset Management Assets 88

The Big Picture

JANUARY 9, 2024

Barry Ritholtz : 00:06:24 So how do you, how do you shift from m and a legal work to structuring derivatives at Goldman? But a component of it was also like thinking through all these like legal and regulatory and quasi legal regimes. You know, it was all this like structuring and like tax and legal and accounting stuff.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Financing 52

Private Equity Insights

FEBRUARY 16, 2024

Under New State’s ownership, the provider tripled gross revenue to over $900m and was included in Inc 5000’s annual list of fastest growing private companies in the US for 2022 and 2023. Harris Williams acted as financial advisors and Morgan, Lewis & Bockius served as legal counsel to NWN Carousel and New State.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Legal 130

The Big Picture

AUGUST 29, 2022

In other words, he — they’re a private company, he offered to buy them and fold them into Wellington, and they said thanks, but no thanks. They said they declined. Now, I theorize and the book had one of those (inaudible) …. RITHOLTZ: This — this is an acquisition. As — as an advisor, we have to buy the ….

Mutual Funds 69

Mutual Funds Funds Assets Asset Management 69

Private Equity Wire

FEBRUARY 13, 2024

Under New State’s ownership, the provider tripled gross revenue to over $900m and was included in Inc 5000’s annual list of fastest growing private companies in the US for 2022 and 2023. Jefferies acted as financial advisor and Kirkland & Ellis served as legal counsel to American Securities.

Private Equity Firms 94

Private Equity Firms Private Equity Firms Capital Legal 94

The Motley Fool

JULY 8, 2023

But before we dive into that, let's think about the leadership of the company and offer an overview there. Mary Long: I saw something literally today would that was saying Adobe was so confident in their Firefly program that they would support the legal fees of any artists that were faced with copyright infringement lawsuits or something.

Companies 130

Companies Private Companies Consulting Consultants 130

Advent International

APRIL 1, 2024

Key highlights: Nuvei, a global leader in payments, and Advent, a significant player in fintech private equity investing, join forces via all-cash transaction Shareholders will receive US$34.00 The Special Committee was advised by independent legal counsel and retained TD Securities Inc. (“TD”)

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Shareholders Legal Bidding 52

Axial

JULY 27, 2023

.” Industries : Consumer Goods, Energy & Utilities, Technology, Industrials, Business Services, Manufacturing, Distribution, Health Care, Telecommunications, Consumer Services, Financial Services, Retail Visit FOCUS IB’s Profile “ASA Ventures Group (AVG) provides M & A representation to middle-market private companies.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

Private Equity Wire

DECEMBER 19, 2023

In 2023, we hit a critical inflection point for the UN 2030 Sustainable Development Goals as well as the Paris Agreement, a legally binding international treaty on climate change. Addressing this problem requires action from private companies, which are collectively, major players in the production and distribution of plastics.

Consulting 98

Consulting Consultants Legal Private Companies 98

Axial

JANUARY 30, 2024

We assist in valuation, transaction structure, marketing the business, leveraging our network of institutional buyers and managing due diligence / legal process to close. VERCOR Investment Banking Serves Business Owners Who Are Interested In: Selling all or part of their business Private equity recapitalization Management Buyouts.”

Investment Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

Pension Pulse

MAY 8, 2023

No pension fund wants to invest in private companies that abuse immigrant children. I still don't and when I see these flagrant abuses at private companies, I'd be even tougher on them, lawyering up and using private investigators extensively. How can this happen? Where did oversight fail?

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

Advent International

APRIL 1, 2024

Key highlights: Nuvei, a global leader in payments, and Advent, a significant player in fintech private equity investing, join forces via all-cash transaction Shareholders will receive US$34.00 The Special Committee was advised by independent legal counsel and retained TD Securities Inc. (“TD”)

Securities and Exchange Commission (SEC) 40

Securities and Exchange Commission (SEC) Shareholders Legal Bidding 40

Pension Pulse

MAY 7, 2024

Transitioning to a private company with these strong partners will not only limit our exposure to volatile financial markets, it also will ensure ALLETE has access to the significant capital needed for our planned investments now and over the long term. Skadden, Arps, Slate, Meagher & Flom LLP is acting as legal advisor to ALLETE.

Mergers and Acquisitions 64

Mergers and Acquisitions Investing Assets Capital 64

The Motley Fool

MAY 9, 2024

Adam brings significant finance and operational experience across both public and private companies to this leadership position. Proposal, which still needs to be reviewed by the way house office of management and budget would not legalize cannabis federally for adult use, but it's a dramatic shift in how the plant will be classified.

Taxes 130

Taxes Financing Finance Legal 130

Pension Pulse

JUNE 5, 2023

CPPIB is so adept at using legal strategies to minimize taxes that over the past year (fiscal 2023), its total tax bill was a mere $186 million on gross income of $15.6 Just because its international tax planning is legal doesn’t mean it’s ethical. On its Canadian investments, it is exempt by law from paying taxes. per cent. “My

Pension Funds 52

Pension Funds Legal Investing Taxes 52

Pension Pulse

JULY 4, 2023

The company leaks more water than any other water company in UK, losing the equivalent of up to 250 Olympic size swimming pools every day from its pipes. Its chief executive, Sarah Bentley, resigned last week, weeks after she was asked to forgo her bonus over the company's handling of sewage spills. A bailout is posited.

Pension Funds 52

Pension Funds Debt Shareholders Stakes 52

Pension Pulse

JULY 8, 2024

The group also recommended a speedy move to mandatory climate-related financial disclosure for private companies.” Moreover, the group recommended a speedy move to mandatory climate-related financial disclosure for private companies. The Clean50 letter picks up on that approach. “We What's the big deal?

Pension Funds 59

Pension Funds Financing Finance Financial Institutions 59

Pension Pulse

AUGUST 7, 2023

State financial officers are legal stewards of other people’s retirement assets, Oaks and Russ argue, and must ensure their investors’ proxy votes aren’t used to support “value-destroying political measures.” The duty of a public pension plan and of an asset management firm is to the people whose assets they are investing and managing.

Investing 52

Investing Collateral Pension Funds Asset Management 52