Private Equity Insights

JANUARY 16, 2025

Investcorp plans to support Epipolis expansion by leveraging its expertise and resources to drive operational efficiencies and market growth. read more Bain Capital acquires stake in leading automotive company Bain Capital has acquired a minority stake in an Indian auto components manufacturer.

Stakes 147

Stakes Asset Management Leveraging Assets 147

Private Equity Insights

MARCH 26, 2025

The deal, expected to close in Q2 2025, will see Namirials founder Enrico Giacomelli and CEO Max Pellegrini retain a significant stake in the business. Bain Capital plans to build on Namirials momentum, leveraging its expertise in scaling tech companies globally.

Capital 162

Capital Stakes Leveraging Funds 162

The Motley Fool

MARCH 19, 2025

Importantly, this strong performance flows through to our bottom line as we reach an inflection point in our operating leverage earlier than anticipated. As part of the agreement, MLB has also taken an equity stake in Sportradar, further solidifying our long-term partnership. Turning to our strategic highlights.

Leveraging 245

Leveraging Liabilities Assets Shareholders 245

Private Equity Insights

APRIL 9, 2025

equity stake in Lincoln Financial in a $825m all-cash deal, marking the start of a long-term strategic partnership between the global investment firm and the NYSE-listed life insurance and retirement services provider. The transaction also helps advance the firms goal of reducing its leverage ratio toward its 25% target.

Capital Investments 147

Capital Investments Capital Stakes Investing 147

Private Equity Insights

JANUARY 16, 2025

Sagard aims to deliver strong returns by leveraging its expertise in alternative investments and its track record in private equity. read more Bain Capital acquires stake in leading automotive company Bain Capital has acquired a minority stake in an Indian auto components manufacturer.

High Net Worth Individuals 147

High Net Worth Individuals Accredited Investors Investors Funds 147

Private Equity Insights

APRIL 4, 2025

equity stake and 80% of the voting rights. The transaction, which is structured to be treated as equity by major credit rating agencies, is expected to reduce Rogers debt leverage ratio by 0.7x. The company retains the option to repurchase Blackstones stake between the eighth and twelfth anniversaries of closing.

Investing 147

Investing Stakes Debt Leveraging 147

Private Equity Insights

APRIL 9, 2025

Jonathan Murphy, CEO of Assura, said the deal would enable the company to accelerate its investment in critical healthcare infrastructure, leveraging the financial and operational support of two highly experienced private equity backers. The deal adds to KKRs growing exposure to UK infrastructure and real estate.

Buyout 147

Buyout Bidding Private Equity Firms Private Equity Firms 147

Private Equity Wire

JANUARY 13, 2025

Before founding SQ Capital, Siddiqui was the Global Head of GP Stakes at Blackstone, where he led the firm in acquiring minority stakes in companies like Nautic Partners and FTV Capital. He began his career in private equity in 2002 at General Atlantic and spent nearly 15 years at Blackstone.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Stakes Leveraging 98

Private Equity Insights

APRIL 11, 2025

Rory Whitrow, Investment Manager at WestBridge, noted the firms enthusiasm for helping Koto execute its growth ambitions, leveraging WestBridges value creation framework and M&A expertise. Koto has carved out a strong position as a leading independent agency delivering high-quality creative work for Fortune 500 companies and scale-ups.

Investing 147

Investing Leveraging Stakes Financial Services 147

Private Equity Insights

JANUARY 20, 2025

The group combines the firms corporate finance, leveraged finance, and equity capital markets teams into one unit. Read more: [link] Kering, the luxury group behind Gucci and Saint Laurent, has sold 60% of its stakes in three prime Paris properties to French private equity firm Ardian for 837m. billion won.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Stakes Finance 130

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

Private Equity Insights

FEBRUARY 19, 2025

This marks one of the few significant acquisitions in Europes leveraged finance market amid a scarcity of M&A activity in recent years. The two banks are leading the leveraged loan financing, which will be syndicated to institutional investors next month. Can`t stop reading?

Buyout 130

Buyout Leveraging Bidding Finance 130

The Motley Fool

MAY 12, 2024

One kind of ETF you may want to steer clear of is the leveraged ETF , and a good example is the ProShares UltraPro QQQ ETF (NASDAQ: TQQQ). What's a leveraged ETF? In the financial world, the word "leverage" typically refers to debt, and investors who can stomach a lot of risk sometimes invest with borrowed money.

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Leveraging Mutual Funds Exchange-Traded Funds 246

Private Equity Insights

DECEMBER 15, 2023

EQT AB is leading the bidding as private equity firms compete for a stake in the media rights business of the Bundesliga, Germany’s main football competition, people with knowledge of the matter said. David Blitzer, a senior executive at Blackstone, owns a stake in German football team FC Augsburg.

Bidding 276

Bidding Private Equity Firms Private Equity Firms Stakes 276

Private Equity Insights

FEBRUARY 12, 2025

BlackRocks push into GP solutions underscores its ambition to solidify its role in the alternative investments space, leveraging its scale and expertise to provide capital solutions for private equity firms globally. We can be a primary capital provider through our fund-of-funds business, Small stated.

Finance 162

Finance Financing Private Equity Firms Private Equity Firms 162

Private Equity Wire

JANUARY 14, 2025

PCI Pharmas current financial obligations include a $1.9bn leveraged loan, approximately $700m in preferred equity, and other liabilities. In 2020, Kohlberg & Company acquired a majority stake in the company, while Mubadala Investment Company obtained a minority interest. percentage points over SOFR.

Liabilities 90

Liabilities Leveraging Debt Stakes 90

The Motley Fool

OCTOBER 7, 2024

AT&T agreed to sell its remaining stake in DirecTV to its partner. Its future is coming into a clearer focus After much speculation, AT&T revealed that it agreed to sell its remaining stake in DirecTV to its partner TPG. Furthermore, the company is on pace to reach its leverage ratio target of around 2.5

Leveraging 246

Leveraging Stakes Investment Banks Investment Banking 246

Private Equity Wire

DECEMBER 16, 2024

Carlyle Group has secured private credit financing to acquire a majority stake in Australian waste management company Waste Services Group (WSG), according to a report by Bloomberg, citing sources familiar with the matter. The funds will support Carlyles purchase of the stake from Livingbridge, the anonymous source said.

Leveraged Buyouts 80

Leveraged Buyouts Buyout Private Equity Firms Private Equity Firms 80

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. will acquire a co-control ownership position in the Company, alongside current investor, Ontario Teachers Pension Plan.

Stakes 52

Stakes Legal Leveraging New York Stock Exchange 52

The Motley Fool

NOVEMBER 26, 2024

Berkshire began building a stake in early 2021, but the real jump came in the first quarter of 2022. To top it all off, Chevron has an elite balance sheet with very low leverage. stake in the company. Although the deal made Oxy, once again, more leveraged, it could pay off as long as oil prices remain around current levels.

Stakes 245

Stakes Leveraging Banks Debt 245

The Motley Fool

AUGUST 6, 2023

Apple At a stake worth over $150 billion, Apple (NASDAQ: AAPL) represents nearly 50% of Berkshire's portfolio, making the tech company by far and away the largest position it holds. Buffett is a fan of share repurchases at reasonable prices because an investor's ownership stake can increase without purchasing any additional shares.

Stakes 246

Stakes Debt Leveraging Shareholders 246

Private Equity Professional

JANUARY 8, 2025

In late 2024, Wendel Group acquired a majority stake in Monroe Capital , and Third Point (Dan Loebs hedge fund) acquired AS Birch Grove. In late 2023, TPG bought Angelo Gordon , and going even further back, Eldridge Industries acquired a majority stake of Maranon Capital in 2019. trillion by 2030. [2]

Mergers and Acquisitions 100

Mergers and Acquisitions Finance Financing Banks 100

Private Equity Wire

FEBRUARY 4, 2025

HIG Capital (HIG), a global alternative investment firm with $67bn of capital under management, has signed a definitive agreement to invest in the HELLER Group (HELLER) through the acquisition of a strategic stake in the Germany-based machine tool manufacturer. The transaction is subject to clearance by antitrust authorities.

Stakes 59

Stakes Capital Companies Leveraging 59

Private Equity Insights

JANUARY 30, 2025

It committed a $330m credit facility and acquired a minority stake. With this investment, Billor is poised to strengthen its market position, leveraging financial innovation and cutting-edge technology to transform the trucking industry. After investing in Uber, Airbnb, OpenAI, and SpaceX, Leste Group has made Billor its latest bet.

Investing 130

Investing Banks Leveraging Stakes 130

Private Equity Wire

JANUARY 8, 2025

The deal structure sees GFL retain a 44% equity stake in the Environmental Services business worth CAD1.7bn, with Apollo and BC Partners each acquiring a 28% holding. GFL plans to use approximately CAD3.75bn of the CAD6.2bn net proceeds from the sale to reduce its debt, aiming to bring its net leverage ratio down to 3.0x.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Enterprise Values Leveraging 98

The Motley Fool

MAY 19, 2024

A regulatory filing released just this week revealed that Tepper had made big changes among his largest holdings, decreasing his stake in each of the five Magnificent Seven stocks in Appaloosa's portfolio. Tepper cut his stake in Nvidia (NASDAQ: NVDA) by 44%. Tepper boosted his stake in Alibaba (NYSE: BABA) by 158%.

Hedge Funds 246

Hedge Funds Stakes Investors Leveraging 246

The Motley Fool

JANUARY 5, 2024

Citadel had amassed a stake of 5 million shares of Microsoft stock, representing 1.7% Microsoft recently completed its acquisition of Activision, so the position was likely used to leverage the merger arbitrage -- a way to profit from the difference between Activision's then-current stock price and the eventual purchase price.

Hedge Funds 246

Hedge Funds Mergers and Acquisitions Stakes Leveraging 246

The Motley Fool

JULY 11, 2024

Adding an accelerant Brookfield Renewable and some partners (its parent, Brookfield Asset Management , and Singapore's state investment company Temasek) recently struck a deal to acquire a majority stake in Neoen from some of its largest shareholders. Those deals put the company on track to deliver 10%+ FFO per-share growth this year.

Asset Management 246

Asset Management Leveraging Stakes Assets 246

The Motley Fool

MARCH 28, 2024

Last month, the company released a regulatory filing divulging stakes in several AI stocks, and investors took notice. An eclectic bunch Nano-X Imaging developed a more cost-effective X-ray machine that leverages AI to help provide more accurate diagnoses. This is Nvidia's smallest stake, currently valued at $553,000.

Securities and Exchange Commission (SEC) 245

Securities and Exchange Commission (SEC) Stakes Investing Buyout 245

The Motley Fool

MAY 12, 2024

Given that Occidental has a market share of only $57 billion, Berkshire's stake translates into nearly 25% ownership of the entire company. It also owns stakes in value-added businesses like chemicals and refineries. Berkshire has also owned its Chevron stake longer than its Occidental position, first purchasing shares back in 2020.

Stakes 246

Stakes Shareholders Assets Leveraging 246

The Motley Fool

OCTOBER 24, 2024

After a sharp climb in the stock price, the position had swelled to a stake worth $174 billion at the end of 2023, making it one of the most profitable investments of Buffett's career. Despite reducing the stake this year, it's apparent that Buffett still likes Apple's business. Berkshire has held a stake in Amazon since 2019.

Stakes 246

Stakes Leveraging Shareholders Returns 246

The Motley Fool

NOVEMBER 5, 2024

He started taking shares of Berkshire's huge Apple position off the table at the end of last year, selling more than two-thirds of its stake during the past four quarters. Buffett took a significant stake in the business when he acquired $10 billion worth of preferred shares in 2019 to help Occidental acquire Anadarko.

Banks 246

Banks Stakes Enterprise Values Amortization 246

Private Equity Wire

NOVEMBER 15, 2024

The potential move comes as private equity firms look to exit older investments after a period of slowed deal-making, largely due to high interest rates that have increased the cost of financing leveraged buyouts. Clearlake Capital and Blackstone acquired minority stakes in 2018 and 2020, respectively.

Private Equity Firms 84

Private Equity Firms Private Equity Firms Leveraged Buyouts Stock Exchanges 84

Private Equity Wire

JANUARY 13, 2025

Buyout firms have long relied on controversial loans backed by equity stakes to enhance fund returns, but growing investor criticism has triggered a slowdown, according to a report by Bloomberg UK.

Investors 98

Investors Buyout Private Equity Firms Private Equity Firms 98

The Motley Fool

AUGUST 12, 2024

PDD leverages its huge short-video user base to offer livestreaming e-commerce services, an area where Alibaba was the incumbent. To this end, Alibaba is embracing a low-cost strategy and leveraging its logistics arm (Cainiao) and artificial intelligence to provide a better e-commerce experience to consumers.

Leveraging 246

Leveraging Amortization Earnings Before Interest Stakes 246

The Motley Fool

AUGUST 20, 2024

times leverage ratio. It also bought that MLP's stake in the Panola Pipeline for $25 million, boosting its stake to 70%. It allows the MLP to retain billions of dollars in cash flow to fund expansion projects, repurchase units, and maintain a strong balance sheet. The MLP has A-rated credit and a low 3.0

Mergers and Acquisitions 246

Mergers and Acquisitions Initial Public Offering Stakes Taxes 246

The Motley Fool

JANUARY 21, 2024

Buffett acknowledged in last year's shareholder letter that stakes in Coca-Cola (NYSE: KO) and American Express (NYSE: AXP) , which Berkshire Hathaway has held for decades, have provided it with billions of dollars in unrealized gains from share price appreciation that was partially powered by their growing dividends. billion, or $8.49

Stakes 246

Stakes Conglomerates Shareholders Leveraging 246