Private Equity Wire

MARCH 14, 2024

Sagard, a global multi-strategy alternative investment fund with over $25bn in AUM across venture capital, private equity, private credit, real estate and royalties, is to acquire a 40% stake in US-based CLO manager HalseyPoint. To date, it has raised seven CLOs totalling over $3.2bn focused on US leveraged loans and high-yield bonds.

Stakes 98

Stakes Venture Capital Leveraging Financial Services 98

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

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Leveraging Stakes Investment Banking Investment Banks 246

Private Equity Wire

APRIL 24, 2024

Private equity firm PAI Partners has agreed to acquire a majority stake in Audiotonix, a UK designer and manufacturer of professional audio mixing consoles and equipment, from Ardian, who will retain a minority stake alongside management.

Stakes 98

Stakes Private Equity Firms Private Equity Firms Leveraging 98

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 Exchange-Traded Funds Mutual Funds 246

FinSMEs

DECEMBER 6, 2023

FPT, a Hanoi, Vietnam-based technology service provider, acquired a majority stake in the French IT consulting firm Aosis, based in Toulouse, France. Through the investment, FPT and its tech subsidiary, FPT Software, will leverage Aosis’s prowess […] The post FPT Acquires Majority Stake of Aosis appeared first on FinSMEs.

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Stakes Consultants Consulting Leveraging 64

The Motley Fool

OCTOBER 2, 2024

However, with leverage finally coming down in the past year and a clear line of sight for more deleveraging in the future, AT&T's 5% yielding dividend is on a much firmer foundation. billion of net debt, which put its leverage ratio at nearly 2.9 leverage ratio. Its leverage ratio was down to 2.5

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Leveraging Debt Stakes Shareholders 130

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.

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Banks Stakes Enterprise Values Earnings Before Interest 246

Private Equity Wire

MARCH 19, 2024

Pan-European mid-market private equity investor Oakley Capital has acquired a majority stake in medical software provider Horizons Optical via its Oakley Capital Origin Fund I from Madrid-based Sherpa Capital. Horizons’s CEO, Santiago Soler, will continue to lead the company and retain a significant share in the business.

Stakes 96

Stakes Capital Leveraging Funds 96

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.

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Bidding Private Equity Firms Private Equity Firms Stakes 276

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.

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Stakes Leveraging Returns Shareholders 246

The Motley Fool

OCTOBER 27, 2024

billion year over year , helping reduce its leverage ratio from 2.99 With its free cash flow rising and its leverage ratio falling, AT&T's high-yielding dividend is growing safer. The company expects its leverage ratio to reach its target in the 2.5 Verizon is currently on track to get its leverage ratio down to around 2.3

Leveraging 130

Leveraging Debt Earnings Before Interest Amortization 130

Private Equity Wire

OCTOBER 4, 2023

Ascend Capital Partners (Ascend), a healthcare focused private equity partnership, has acquired a majority stake in Seoul Medical Group (SMG), a physician-run Independent Physician Association (IPA) dedicated to providing both clinical and non-clinical healthcare services to patients. Terms of the transaction have not been disclosed.

Stakes 96

Stakes Capital Leveraging Companies 96

The Motley Fool

NOVEMBER 13, 2024

Additionally, Boston Omaha owns a stake in private airline hangar company Sky Harbour. But Boston Omaha doesn't have much leverage, and that book value itself may be understated. BOC's stake in Sky Harbour is currently booked at the value of its initial investment, with the market value of Sky Harbour actually being $64.5

Conglomerates 130

Conglomerates Depreciation Stakes Leveraging 130

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

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 Leveraging Debt Shareholders 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

OCTOBER 20, 2024

For decades, ADM has leveraged its enormous global asset base to originate, process, and transport agricultural commodities between over 190 countries. Buying equity stakes in disruptive businesses before they start recording recurring revenue is extremely risky. The stock offers a 3.4% annually since 2020.

Stakes 244

Stakes Capital Financing Finance 244

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

Private Equity Wire

JULY 5, 2023

According to Reuters' sources, a deal has yet to be reached but should terms be agreed, FIS is planning to retain a minority stake in the business. Worldpay, which FIS acquired for $43 million in 2019, comprises the bulk of the company's merchant division, a provioder of payment processing services for companies. Like this article?

Stakes 52

Stakes Private Equity Firms Private Equity Firms Buyout 52

Private Equity Insights

JUNE 8, 2024

stake in the supermarket to existing owners private equity firm TDR Capital, the company said today, in signs the billionaire Issa brothers’ are separating a significant chunk of their close business interests. stake in the supermarket to existing owners. Zuber Issa has exited Asda after selling his 22.5% by TDR Capital, 22.5%

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Bidding 130

Blackstone News

MAY 3, 2023

NEW YORK – May 3, 2023 – FTV Capital (“FTV”) and Blackstone announced today that funds managed by Blackstone GP Stakes have made a minority investment in FTV. We are excited about the significant strategic resources and know-how that FTV will leverage to continue to serve our limited partners and entrepreneurs.

Stakes 52

Stakes Capital Investing Private Equity Firms 52

Private Equity Wire

NOVEMBER 8, 2024

Pan-European private equity firm Astorg is to acquire a majority stake in data management specialist Redslim from Founders Eric Bensimon, Alberto Alcaniz, Soren Altmann, and Patric Mezei, who will re-invest significantly in the business.

Private Equity Firms 94

Private Equity Firms Private Equity Firms Leveraging Investing 94

Private Equity Insights

AUGUST 8, 2023

The transaction supports ADT’s journey to be the premier provider of smart home and residential solar solutions by leveraging strategic differentiators: innovative offerings, unrivalled safety and premium customer experiences. As adjusted for the transaction, ADT expects its net leverage ratio to be 3.3, down to 3.3. down from 3.7,

Private Equity Firms 130

Private Equity Firms Private Equity Firms Leveraging Debt 130

Private Equity Wire

OCTOBER 24, 2024

The fund will refrain from using leverage when acquiring NPL portfolios, but will use leverage selectively for performing and rescheduled loans, according to Burdell. LCM plans to invest in loans through forward-flow agreements, where assets are purchased on a recurring basis over a defined period.

Financial Institutions 90

Financial Institutions Funds Leveraging Asset Management 90

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

NOVEMBER 7, 2024

This time, Berkshire got to accumulate its stake out of public view. Nearly every quarter since acquiring its original stake, Berkshire has purchased even more stock. Last quarter, for instance, it boosted its stake from 5.8 Earlier this year, however, Berkshire was forced to reveal its position. million shares to 6.9

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Stakes Conglomerates Leveraging 130

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 Earnings Before Interest Amortization 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

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Mergers and Acquisitions Initial Public Offering Stakes Taxes 246

Blackstone News

MAY 31, 2023

LOUIS, May 31, 2023 – Blackstone (NYSE: BX) and Emerson (NYSE: EMR) today announced that private equity funds managed by Blackstone (“Blackstone”) have completed the previously announced acquisition of a majority stake in Emerson’s Climate Technologies business in a transaction valuing the business at $14.0

Stakes 98

Stakes Legal Taxes Shareholders 98

KKR

JUNE 14, 2023

KKR’s increases its majority stake in the local innovative value retailer of choice to 85% Rakuten and Seiyu to continue leveraging retail expertise across online grocery delivery, cashless payments and data-driven marketing TOKYO--(BUSINESS WIRE)-- KKR, a leading global investment firm, and Rakuten Group, Inc., (“Rakuten”) today announced the signing (..)

Stakes 40

Stakes Leveraging Investment Firms Investing 40

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 72

Private Equity Firms Private Equity Firms Leveraged Buyouts Stock Exchanges 72

Private Equity Wire

APRIL 8, 2024

Buyers Edge Platform intends to leverage the new funds and partnership with GA Credit, Blackstone, and MS Tactical Value, to support the execution of its growth initiatives, including platform innovation, strategic M&A and European expansion. Financial terms of the deal have not been disclosed.

Stakes 98

Stakes Investing Leveraging Funds 98

FinSMEs

APRIL 2, 2024

PrismaStake leverages an advanced multi-chain staking platform dedicated to easing access to cryptocurrency staking, offering users […] The post PrismaStake Raises $6M in Seed Funding appeared first on FinSMEs.

Funds 64

Funds Stakes Leveraging Financing 64

Private Equity Wire

AUGUST 9, 2024

Leveraged loan issuance meanwhile climbed 75% to $41bn in over the period, while high yield bond buyouts stalled in Q2, totalling $4.3bn, less than half of H1 2023’s volume. In Europe, buyouts totaled €95bn, up 168%, led by Apollo Global Management’s €10.1bn acquisition of a 49% stake in the joint venture entity related to Fab 34.

Buyout 96

Buyout Deal Flow Leveraging Stakes 96

Private Equity Wire

JULY 29, 2024

Arctos Partners, known for its investments in high-profile sports teams including Paris Saint-Germain and the Boston Red Sox, is in advanced discussions to acquire a majority stake in private credit firm Hayfin Capital Management.

Buyout 97

Buyout Leveraged Buyouts Leveraging Stakes 97

Private Equity Wire

JUNE 26, 2024

This arrangement allows businesses to increase their debt load without breaching covenants that restrict leverage levels. Genstar Capital holds the majority ownership in Apex Group, while minority stakes were sold to TA Associates, Carlyle and Mubadala Investment Company in 2021.

Debt 96

Debt Leveraging Stakes Financing 96