Private Equity Insights

JUNE 21, 2024

Private capital is experiencing a surge in acquiring renewable energy developers, increasingly favoring equity-based take-private deals for leveraged buyouts due to high interest rates and rising electricity demand. The goal is to enhance EQT’s renewable energy portfolio and boost OX2’s growth in the energy sector.

Private Equity Firms 147

Private Equity Firms Private Equity Firms Leveraged Buyouts Buyout 147

The Motley Fool

MARCH 6, 2024

Portfolio growth can come from many different sources. This provides Hercules with an extra sweetener should one of its portfolio companies liquidate in an initial public offering (IPO) or acquisition. The company specializes in more complex transactions such as leveraged buyouts , for example.

Leveraged Buyouts 246

Leveraged Buyouts Initial Public Offering Shareholders Exchange-Traded Funds 246

Private Equity Insights

JUNE 21, 2024

Private capital is experiencing a surge in acquiring renewable energy developers, increasingly favoring equity-based take-private deals for leveraged buyouts due to high interest rates and rising electricity demand. The goal is to enhance EQT’s renewable energy portfolio and boost OX2’s growth in the energy sector.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Leveraged Buyouts Buyout 130

Private Equity Wire

MAY 1, 2024

Roark Capital, a US PE firm focused on leveraged buyout investments across franchise restaurant and food, health and wellness, and business services, has completed its acquisition of Subway in a deal valued at $9.6bn.

Leveraged Buyouts 97

Leveraged Buyouts Buyout Leveraging Business Services 97

The Motley Fool

FEBRUARY 5, 2024

DocuSign boasts a market capitalization of just under $11 billion as of Monday's close, which would potentially make its acquisition one of the largest leveraged buyouts in recent years. What's next for DocuSign stock? DocuSign previously thrived during the pandemic as at-home work accelerated the transition to e-signature platforms.

Leveraged Buyouts 130

Leveraged Buyouts Private Equity Firms Private Equity Firms Buyout 130

Private Equity Wire

MAY 9, 2024

Hastings acts for private equity firms and their portfolio companies, corporate borrowers and for private credit funds in relation to transactions at all levels of capital structures.

Leveraging 98

Leveraging Finance Financing Leveraged Buyouts 98

Private Equity Wire

APRIL 29, 2024

Keefe focuses on pan-European and international PE and M&A transactions for corporates, institutional investors, alternative asset managers, senior management teams, founders and portfolio companies.

Leveraged Buyouts 98

Leveraged Buyouts Buyout Law Firms Asset Management 98

The Big Picture

JANUARY 14, 2023

She explains why so much of ESG portfolio is misguided — instead of focusing on driving good outcomes, some ESG proponents are more concerned with negative screening. 1 has approached portfolio companies to facilitate their taking advantage of changing trends, especially in these areas. We discuss how Engine No.

Leveraged Buyouts 110

Leveraged Buyouts Passive Investors Buyout Leveraging 110

The Motley Fool

JUNE 27, 2024

One of the key ingredients in a diversified investment portfolio is dividend stocks. Hercules' portfolio includes DNA test provider 23andMe , electronic-signature specialist Docusign , online sports betting site FanDuel, and ride-hailing service Lyft. Hercules Capital: 9.5% HTGC price-to book-value; data by YCharts.

Leveraged Buyouts 130

Leveraged Buyouts Initial Public Offering Buyout Venture Capital 130

The Motley Fool

MARCH 17, 2024

Dividends can be a terrific source of passive income for your portfolio. By contrast, Ares has the ability to complete much more sophisticated deals, including leveraged buyouts. He owns a position in Ares in his secret portfolio -- through New England Asset Management.

Leveraged Buyouts 130

Leveraged Buyouts Exchange-Traded Funds Private Equity Firms Private Equity Firms 130

Private Equity Wire

JANUARY 2, 2024

He has extensive experience advising international private equity houses, financial sponsors and public companies on a wide range of transformational transactions, including leveraged buyouts, acquisitions and disposals, GP-led M&A, secondaries transactions, takeovers, mergers, joint ventures, IPOs, restructurings and refinancings.

Mergers and Acquisitions 98

Mergers and Acquisitions Leveraged Buyouts Buyout Stakes 98

The Motley Fool

FEBRUARY 27, 2024

There are many different ways to add growth to your portfolio. A more passive strategy to augment your portfolio can be adding dividend stocks. While many companies pay dividends, business development companies (BDCs) represent a unique and potentially lower-risk way of adding substantial passive income to your portfolio.

Leveraged Buyouts 130

Leveraged Buyouts Due Diligence Initial Public Offering Exchange-Traded Funds 130

The Motley Fool

DECEMBER 18, 2023

On Friday, speculation arose that DocuSign might seek to sell itself , either through a third-party buyer or in a leveraged buyout. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

Mergers and Acquisitions 130

Mergers and Acquisitions Leveraged Buyouts Buyout Bidding 130

Private Equity Wire

SEPTEMBER 2, 2024

His practice focuses on advising private equity firms and other financial institutions on transactions including leveraged buyouts, venture and growth capital investments, joint-ventures and co-investments, opportunistic and distressed acquisitions, take-privates and carve-outs, across the investment lifespan through to exit.

Leveraged Buyouts 75

Leveraged Buyouts Private Equity Firms Private Equity Firms Financial Institutions 75

The Motley Fool

DECEMBER 15, 2023

Any deal would be substantial, given DocuSign's market cap at just over $13 billion as of this writing, potentially making it one of the largest leveraged buyouts in recent years. DocuSign thrived during the pandemic as at-home work accelerated the transition to e-signature platforms.

Leveraged Buyouts 100

Leveraged Buyouts Buyout Leveraging Prospects 100

Private Equity Insights

MARCH 17, 2023

Lately, much attention has been lavished on Ares Capital, the unit created in 2004 to provide financing for middle-market acquisitions, recapitalizations, and leveraged buyouts. The Ares portfolio is diversified across 466 borrowers backed by 222 private equity sponsors that invest in those borrowers’ equity.

Pension Funds 130

Pension Funds Buyout Leveraged Buyouts Asset Management 130

Private Equity Wire

SEPTEMBER 24, 2024

Historically, the focus was on leveraged buyouts and cost-cutting to boost profitability, but this approach is no longer sufficient. A McKinsey report highlighted that while 60% of GPs claim to focus on operational improvements, only 40% of LPs believe these efforts materially impact portfolio performance. Treasury 4.x,

Mergers and Acquisitions 95

Mergers and Acquisitions Private Equity Firms Private Equity Firms Leveraged Buyouts 95

Private Equity Wire

OCTOBER 22, 2024

Chris Holt (Boston) represents private equity sponsors and their portfolio companies in a wide range of financing transactions, including syndicated, and private credit facilities, ABL facilities, and mezzanine financings. Gwen’s practice ranges from in-court restructurings to bespoke, out-of-court liability management solutions.

Mergers and Acquisitions 75

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

Private Equity Wire

NOVEMBER 1, 2023

By focusing on liquid and clearable instruments across the US and Europe, we construct diversified portfolios that are highly additive to our investors’ portfolios. Next, we delve into building and testing algorithmic models to unearth strong alpha signals and construct diversified portfolios.

Hedge Funds 98

Hedge Funds Leveraged Buyouts Capital Buyout 98

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

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Hedge Against Inflation Inflation can erode the purchasing power of your money over time.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Hedge Against Inflation Inflation can erode the purchasing power of your money over time.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Private Equity Wire

AUGUST 18, 2023

Steinert has extensive experience in private equity leveraged buyout debt financing as well as representing a wide variety of clients on debt financing and related corporate matters. Homer specialises in leveraged buyouts and advising PE clients and their portfolio companies in respect of a wide range of finance transactions.

Leveraged Buyouts 52

Leveraged Buyouts Buyout Leveraging Debt 52

Pension Pulse

MAY 1, 2024

BCI regularly sells its interest in funds in secondaries markets, which allows the $233-billion pension fund manager to rebalance the size of its private equity portfolio relative to the rest of its assets, and to redeploy capital to new investments. BCI’s private equity portfolio was worth $28.3-billion, That was up from 11.8

Leveraged Buyouts 59

Leveraged Buyouts Pension Funds Buyout Stakes 59

Private Equity Professional

AUGUST 12, 2024

Leveraged buyout volumes remained down from historical highs in Q2 2024, as did EBITDA purchase price multiples, which decreased from 11.5x Credit investors in these underperforming portfolio companies experienced significant mark-to-market write-downs, often suddenly, primarily due to evaporating sponsor support. in Q1 2024.

Buyout 100

Buyout Enterprise Values Leveraged Buyouts Mergers and Acquisitions 100

The Motley Fool

JANUARY 24, 2024

These factors seem to have made the company an attractive option for potential leveraged buyout by private equity companies. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

Leveraged Buyouts 100

Leveraged Buyouts Investors Buyout Private Equity Firms 100

Private Equity Wire

AUGUST 9, 2023

Bain Capital Credit’s Private Credit Group invested in 30 businesses across 15 industries in H1 2023, supporting the refinancing, leveraged buyout, and add-on acquisition activity of both new and existing portfolio companies.

Leveraged Buyouts 52

Leveraged Buyouts Finance Financing Capital 52

Udu

MAY 31, 2023

While managing current portfolios and engaging with investors can eat up the majority of a firm’s time, it’s equally important to stay up-to-date on private equity industry trends. This could lead to a decrease in this type of buyout, as buyers may not be able to finance their acquisitions with debt.

Leveraged Buyouts 52

Leveraged Buyouts Private Equity Firms Private Equity Firms Buyout 52

JMI Equity

OCTOBER 1, 2024

Larry is responsible for sourcing and evaluating investment opportunities as well as providing strategic and operational support to portfolio companies. Suken is responsible for sourcing and evaluating investment opportunities as well as providing strategic and operational support to portfolio companies.

Leveraged Buyouts 40

Leveraged Buyouts Mergers and Acquisitions Investors Buyout 40

Private Equity Wire

JUNE 27, 2023

Credit crusaders fill the wall street void Submitted 27/06/2023 - 1:54pm This article first appeared in the March 2023 T ech Buyouts Insights Report Private credit funds could become a more permanent fixture in tech’s leveraged buyout market thanks to their speed of execution and reliability, especially in challenging macroeconomic conditions.

Buyout 52

Buyout Leveraged Buyouts Debt Finance 52

Oakhill

MAY 4, 2023

SCP provides public and private companies with capital for purposes of growth, recapitalization, and leveraged buyouts. SCP identifies opportunities to work with industry-leading management teams with a long-term perspective. For more information, see www.stephenscapitalpartners.com. Stephens Inc.

Capital 40

Capital Leveraged Buyouts New York Stock Exchange Private Equity Firms 40

Pension Pulse

JULY 11, 2024

And the use of PIK and other forms of so-called “back leverage” makes it even more difficult to get a clear picture on the state of privately owned companies. The amount of distressed debt owed by portfolio businesses of the 50 biggest PE firms has climbed 18% since mid-March to $42.7

Buyout 59

Buyout Debt Leveraging Collateral 59

Axial

FEBRUARY 27, 2024

We invest a minimum of 50% equity into the capital structure of each portfolio company, providing the flexibility to create value through operational improvements, professional management practices, global capabilities and profitable business growth, versus financial engineering. billion of capital deployed by the firm’s principals.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Mergers and Acquisitions 59

Blackstone

NOVEMBER 16, 2023

The traditional 60/40 portfolio provided insufficient diversification, as the stock-bond correlation turned positive in October 2022. And history tells us that private credit can bring meaningful diversification to portfolios, including the 60/40. 3 These conditions have many investors wondering where else they can go.

Leveraging 52

Leveraging Debt Banks Leveraged Buyouts 52

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

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. What sort of risks does this create for your portfolio companies? And now we call it the private equity industry. I i I like that description.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Private Equity Professional

JUNE 27, 2024

KIK Consumer Products , a portfolio company of Centerbridge Partners , has agreed to sell its auto care products business to Recochem , a portfolio company of CapVest Partners since November 2023. In June 2020, KIK Custom sold its KIK personal care (KPC) business to Voyant Beauty , a portfolio company of Wind Point Partners.

Leveraged Buyouts 130

Leveraged Buyouts Buyout Prospects Leveraging 130