The Motley Fool

AUGUST 18, 2024

Meet the legal monopoly stock-split stock Warren Buffett is piling into Though Buffett purchased shares of seven securities during the second quarter, including opening new positions in Ulta Beauty and HEICO , it's the roughly 96.2 This increased Berkshire's stake in Sirius XM by 262% from the sequential quarter.

Stakes 246

Stakes Legal Banks Stock Exchanges 246

Private Equity Insights

FEBRUARY 4, 2025

The companys management team and doctor partners retained a significant ownership stake. ” Jefferies acted as the exclusive financial advisor for the transaction, while Kirkland & Ellis served as legal counsel for Silver Oak. The continuation fund secured additional capital to drive future growth. Can’t stop reading?

Stakes 130

Stakes Legal Capital Capital Investments 130

Private Equity Wire

NOVEMBER 21, 2024

Grant Thornton was advised by Rothschild (M&A), DLA Piper (Legal), LEK (Commercial), and EY (Financial & Tax). Cinven was advised by Goldman Sachs International (M&A), Freshfields (Legal), Oliver Wyman (Commercial), EY (Financial & Operations), and Deloitte (Tax).

Private Equity Firms 93

Private Equity Firms Private Equity Firms Professional Services Stakes 93

The Motley Fool

OCTOBER 23, 2024

1, 2023 through June 30, 2024, Berkshire's stake in Apple declined by more than 515 million shares , or 56%, to precisely 400 million shares. Over the past year, Buffett and his team built their stakes in two share classes of Liberty Sirius XM Group's stock, as well as Sirius XM Holdings. In a three-quarter period from Oct.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Legal Taxes 246

Private Equity Insights

FEBRUARY 4, 2025

Alchemy worked with Rede Partners as its placement agent and Macfarlanes as legal counsel during the fundraising process. Read more HIG Capital acquires strategic stake in German machine tool manufacturer HELLER Group HIG Capital signed a definitive agreement to acquire a strategic stake in Germany-based machine.

Pension Funds 130

Pension Funds Funds Financial Institutions Consultants 130

Private Equity Insights

MARCH 27, 2025

The countrys cross-border infrastructure, legal sophistication, and deep institutional network support this growth. Meanwhile, the secondaries market is gaining momentum. Liquidity needs have driven demand, making Luxembourg a prime hub for secondary fund activity. Can`t stop reading?

Private Equity Firms 147

Private Equity Firms Private Equity Firms Private Equity Managers Buyout 147

Private Equity Insights

FEBRUARY 18, 2025

Several buyout firms have unknowingly backed data centres used by ByteDance, some of which may have provided a legal workaround for acquiring high-end Nvidia chips. Under US restrictions imposed in 2023, Chinese firms are banned from purchasing these chips directly. Read more here. Can`t stop reading?

Mergers and Acquisitions 162

Mergers and Acquisitions Private Equity Firms Private Equity Firms Buyout 162

Private Equity Wire

APRIL 10, 2025

equity stake on a post-issuance basis in financial services company Lincoln Financial for $825m in an all-cash transaction. Under the terms of the agreement, Bain Capital has agreed to certain limitations and restrictions on its ability to divest its ownership stake. Bain Capital has acquired a 9.9% LNC will also sell approximately 18.8

Stakes 45

Stakes Capital Legal Leveraging 45

Pension Pulse

NOVEMBER 18, 2024

Chris Witkowsky of Buyouts reports Canadian giant PSP Investments shops $1 billion-plus portfolio: PSP investments is shopping a large portfolio of fund stakes that could total up to around $1.5 Capstone Partners served as sole financial advisor, while Levenfeld Pearlstein served as legal advisor to PKF O’Connor Davies.

Stakes 59

Stakes Professional Services Buyout Pension Funds 59

The Motley Fool

MARCH 28, 2025

Disney's Hulu + Live TV is the country's second-largest player in this niche, but it's the undeniable sports content leader with its majority stake in ESPN. Disney would own a 70% stake in Fubo after the combination, which is expected to close in the first half of next year. Start Your Mornings Smarter! million accounts.

Enterprise Values 239

Enterprise Values Stakes Legal Public Companies 239

Private Equity Insights

JANUARY 31, 2025

William Blair acted as exclusive financial advisor and placement agent for the fund, while Kirkland & Ellis served as legal counsel. read more PAI Partners to acquire majority stake in Alvest, expanding aviation support portfolio PAI Partners entered exclusive negotiations to acquire a majority stake in Alvest, a leading.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Investing 130

Private Equity Insights

FEBRUARY 28, 2025

In April 2023, Vestar closed a $1.2bn single-asset continuation vehicle for its stake in market research firm Circana, with Blackstone Strategic Partners and HarbourVest Partners leading the investment. Source: Alternatives Watch If you think we missed any important news, please do not hesitate to contact us at news@pe-insights.com.

Capital 147

Capital Private Equity Firms Private Equity Firms Enterprise Values 147

Private Equity Wire

APRIL 15, 2025

While the exact terms of the deal have not been disclosed, Cary Street CEO Joe Schmuckler confirmed that CIVC now holds a slight majority stake in the firm. Previous backers Atlantic Union Bank and Ducera Partners have both reduced their stakes as part of the transaction. The deal is expected to close pending regulatory approval.

Stakes 45

Stakes Private Equity Firms Private Equity Firms Asset Management 45

The Motley Fool

NOVEMBER 28, 2023

7 to legalize recreational marijuana use for adults, there will soon be yet another state cannabis market opening in the U.S. Long story short, its management didn't want to wait any longer for the country to legalize cannabis at the federal level before starting to compete. But this convoluted process has gone badly awry.

Legal 130

Legal Securities and Exchange Commission (SEC) Stock Exchanges Shareholders 130

The Motley Fool

MAY 9, 2024

In 2018, Canada legalized marijuana, and over the past 10 years or so, many U.S. While stopping short of legalization, it's a big step that will ease the tremendous tax burden on U.S. stock exchanges because their activities are legal in their own country. The cannabis industry has been a rollercoaster over the past few years.

Investors 227

Investors Legal Debt Taxes 227

The Motley Fool

MAY 15, 2024

Legal challenges and market perception If you've heard of Ripple at all, it's probably because of the legal challenge it's facing. Ripple doesn't want to settle the case, aiming to set a legal precedent for the crypto industry as a whole. Howey is a legal principle established in a 1946 Supreme Court case. Here's why.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Legal Banks Stakes 246

Private Equity Wire

JANUARY 6, 2025

As part of the deal, Pearl Meyers management team has retained a meaningful stake in the company and will partner closely with Coalesce. Citizens served as financial advisor and Locke Lord served as legal advisor to Pearl Meyer and its shareholders. Ropes & Gray served as legal advisor to Coalesce Capital.

Capital 97

Capital Private Equity Firms Private Equity Firms Consultants 97

Private Equity Wire

OCTOBER 30, 2024

Permira Growth Opportunities II, a fund advised by global investment firm Permira, has agreed to acquire a significant minority stake in French premium outdoor clothing brand, K-Way, from the Boglione family-led BasicNet. The transaction is subject to customary conditions and is expected to close in the first quarter of 2025.

Legal 97

Legal Investing Stakes Investment Firms 97

Private Equity Insights

DECEMBER 14, 2023

” Linklaters LLP acted as legal counsel to Celsa Poland. acted as financial advisor and CMS and Kirkland & Ellis LLP as legal counsel to SVP. Amid a challenging macroeconomic environment, this transaction puts us in a strong position heading into 2024.” Houlihan Lokey Inc. Source: Yahoo!

Private Equity Firms 244

Private Equity Firms Private Equity Firms Legal Stakes 244

Private Equity Insights

FEBRUARY 23, 2024

ARQIS acted as legal advisor to Omnes Capital and Lighthouse Legal acted as legal advisor to EEF. read more €6bn PE Firm, Omnes acquires majority stake in EEF Omnes Capital, a €6bn Paris-based private equity firm investing across energy transition and. Source: Private Equity Wire Can’t stop reading?

Stakes 130

Stakes Private Equity Firms Private Equity Firms Legal 130

The Motley Fool

AUGUST 30, 2023

Legal issues have been a big factor weighing on the stock. However, 3M has recently agreed to a couple of multibillion-dollar settlements that could put its legal woes in the rearview mirror. However, 3M's future legal liabilities have become clearer this year. Its share price has tumbled nearly 50% over the last three years.

Legal 130

Legal Liabilities Stakes Debt 130

Pension Pulse

APRIL 10, 2025

BCI announced today a significant minority equity stake in Broadstreet Partners: On April 10, 2025, BroadStreet Partners (the Company) announced that BCI, Ethos Capital, and White Mountains Insurance Group, Ltd. Latham & Watkins LLP and Torys LLP served as legal counsel to Ontario Teachers and BroadStreet.

Stakes 52

Stakes Legal Leveraging Stock Exchanges 52

The Motley Fool

JUNE 27, 2023

marijuana market in the event that there is federal cannabis legalization is looking quite rickety. If legalization happens, Tilray has the right to convert the notes into a minority stake in MedMen, so it would in theory have access to the U.S. In other words, marijuana legalization in the U.S.

Legal 246

Legal Debt Shareholders Stakes 246

The Motley Fool

SEPTEMBER 6, 2023

Despite an unfavorable macroeconomic situation and cannabis' legal ambiguity in the U.S. cannabis market, and a growing international presence, Curaleaf stock could be poised for a healthy rebound after its stock lost over 40% of its value over the prior 12 months and as legalization momentum builds. And make no mistake – it is coming.

Mergers and Acquisitions 246

Mergers and Acquisitions Legal Stakes Financial Services 246

The Motley Fool

OCTOBER 18, 2024

In other words, Berkshire Hathaway has been given a pass from reporting select positions in order to build up its stake without other investors piling in and driving up the share price. which is what often happens when Berkshire discloses a new stake in a company. 10 reduced Berkshire Hathaway's stake in Bank of America to 9.99%.

Legal 130

Legal Securities and Exchange Commission (SEC) Stakes Banks 130

The Motley Fool

AUGUST 13, 2023

Another key element of the bear thesis is that big catalysts, like cannabis legalization in the U.S. Per management and the bulls, such legal breakthroughs are perpetually six months away. such that it can realize global economies of scale in production once cannabis is fully legalized in those regions. and the E.U.,

Legal 246

Legal Liabilities Banks Shareholders 246

Private Equity Insights

NOVEMBER 16, 2023

LLC served as financial advisor and Skadden, Arps, Slate, Meagher & Flom LLP served as legal advisor to Argo on the transaction. Read more Arctos Partners Drives into F1 with Aston Martin Stake, Valued at $1bn Aston Martin F1 team sells stake to private equity firm at $1bn valuation. While exact figures.

Assets 246

Assets New York Stock Exchange Private Equity Firms Private Equity Firms 246

Private Equity Insights

NOVEMBER 30, 2023

Get the week’s top news delivered directly to your inbox – Sign up for our newsletter Sign up Marco Patuano, Cellnex CEO, commented: “The early closing of the sale of a minority stake in our Nordic business marks another significant step forward in our goal to attain investment grade ratings.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Legal 130

Private Equity Wire

DECEMBER 19, 2024

Global investment firm The Riverside Company has acquired a controlling stake in Spain’s Essential Compositions, a fast-growing developer and manufacturer of fragrances, through an affiliated European investment fund.

Legal 91

Legal Financing Finance Stakes 91

The Motley Fool

MAY 1, 2024

Along the way, management has high hopes for marijuana legalization in the U.S., as it has a deal that will grant it a minority stake in a domestic cannabis business when federal legalization occurs. Legalization in the U.S. Whereas Tilray's marijuana legalization plans in the U.S.

Legal 245

Legal Investing Stakes Assets 245

The Motley Fool

NOVEMBER 3, 2024

XRP can't be staked (locked up to earn rewards) like Ethereum 's (CRYPTO: ETH) Ether and other proof of stake ( PoS ) cryptocurrencies. First, Ripple's protracted legal battle against the SEC finally ended in August with a lighter-than-expected fine of $125 million.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Accredited Investors Exchange-Traded Funds Legal 245

The Motley Fool

MAY 29, 2024

But in 2022, the Ethereum Network switched to the more energy-efficient proof of stake (PoS) method. Ether ETF investors can't stake their holdings Another key difference between Ether and Bitcoin is the process of "staking," which allows investors to earn interest by locking up their Ether coins on the network for a period of time.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Stakes Exchange-Traded Funds Legal 246

The Motley Fool

JULY 13, 2024

Last year, Warren Buffett and his team at Berkshire Hathaway eliminated its stake in Globe Life (NYSE: GL) , a stock that had been a part of its portfolio for over two decades. The company faced some serious legal issues last year and suffered a deep sell-off earlier this year when it was the subject of a short-seller report.

Portfolios 246

Portfolios Stakes Legal Returns 246

The Motley Fool

MAY 29, 2024

But in 2022, the Ethereum Network switched to the more energy-efficient proof of stake (PoS) method. Ether ETF investors can't stake their holdings Another key difference between Ether and Bitcoin is the process of "staking," which allows investors to earn interest by locking up their Ether coins on the network for a period of time.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Stakes Exchange-Traded Funds Legal 245

The Motley Fool

OCTOBER 25, 2024

Meanwhile, Berkshire Hathaway is also required to file Form 4 with the SEC when purchases or sales are executed in a security that it owns at least a 10% stake in. As I noted earlier this week, Sirius XM is one of a very small number of legal monopolies. Image source: Getty Images. This buying activity hasn't stopped, either.

Securities and Exchange Commission (SEC) 238

Securities and Exchange Commission (SEC) Stakes Legal Banks 238

The Motley Fool

SEPTEMBER 13, 2023

As a result, the company's growth still hinges primarily on marijuana legalization in the U.S. A year later it would acquire alcohol retailer Alcanna, which also had a majority stake in cannabis retailer Nova Cannabis. Cannabis legalization is sweeping over North America – 19 states plus Washington, D.C.,

Legal 245

Legal Prospects Stakes Companies 245

The Motley Fool

NOVEMBER 25, 2023

Appaloosa added to its already sizable stake in Microsoft (NASDAQ: MSFT) , buying an additional 395,000 shares, increasing its stake by 32%. A couple of developments likely prompted Tepper to increase Appaloosa's stake in Microsoft. million Class C shares, it brings its total stake to 13.73

Hedge Funds 246

Hedge Funds Stakes Financial Institutions Legal 246