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

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

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

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

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

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

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

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

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

The Motley Fool

AUGUST 23, 2023

Its 578,000-share/$42 million stake only makes up about 0.01% of the Berkshire Hathaway investment portfolio's present value; Buffett sold most of the position in 2013, shortly after the spinoff. Capital One Buffett is a big fan of credit card company stocks, owning stakes in Visa as well as Mastercard. He's also holding nearly 12.5

Stakes 245

Stakes Conglomerates Banks Capital 245

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 246

Stakes Finance Financing Shareholders 246

The Motley Fool

OCTOBER 22, 2023

The deal will give Amazon a minority stake in the business, while Anthropic will use Amazon's cloud computing platform, AWS, for its data and computational needs. But instead of rolling over, Alphabet turned this challenge into an opportunity to leverage its vast scale to potentially dominate the industry instead.

Leveraging 246

Leveraging Stakes Investors Companies 246

The Motley Fool

JANUARY 14, 2024

If you have even $500 which you don't need for paying down bills or for contingencies, then picking up small stakes in UiPath (NYSE: PATH) and Roblox (NYSE: RBLX) could prove to be a smart move. However, investors do not consider the company as a mere gaming platform.

Leveraging 236

Leveraging Stakes Prospects Stock Market 236

The Motley Fool

AUGUST 15, 2024

didn't make a lot of portfolio moves in the second quarter, but one of the few tweaks it did make was to dramatically ramp up its stake in the satellite radio provider. We don't know Buffett's rationale for ramping up his stake in one of this year's more disappointing performers in Berkshire Hathaway's stock portfolio.

Stakes 245

Stakes Shareholders Leveraging Portfolios 245

The Motley Fool

SEPTEMBER 22, 2024

Last quarter, Citadel reduced its stake in Nvidia (NASDAQ: NVDA) by 79% -- dumping 9,282,018 shares. More importantly, the company's operating leverage has improved dramatically in the form of margin expansion and consistent profitability. These are forms filed by investment firms managing over $100 million in stocks.

Hedge Funds 246

Hedge Funds Stakes Prospects Leveraging 246

The Motley Fool

AUGUST 31, 2024

But he really made headlines when he sold nearly half of Berkshire's remaining stake last quarter. million shares for Millenium Management's $216 billion portfolio, increasing the fund's stake in the stock by 68%. He also established positions in several leveraged ETFs focused on Apple. He expects taxes to go up in the future.

Conglomerates 246

Conglomerates Taxes Stakes Leveraging 246

The Motley Fool

MAY 11, 2024

Home Depot enjoys leverage with suppliers and can sell at lower prices due to its massive size. In 2018, the tobacco giant and Marlboro maker spent $12 billion on a stake in electronic cigarette company Juul, but the investment blew up in Altria's face, ultimately becoming worthless.

Stakes 246

Stakes Leveraging Debt Stock Market 246

The Motley Fool

MARCH 29, 2024

A stake of only $200 (as long as it isn't required to pay bills or for other contingencies), if invested smartly in select AI stocks, can help create long-term wealth. It can handle complex tasks by leveraging AI and large language models (LLMs). Investors do not need boatloads of cash to venture into AI stocks.

Leveraging 245

Leveraging Stakes Debt Finance 245

The Motley Fool

DECEMBER 22, 2023

Besides reinforcing the savings habit, regularly buying shares of well-selected stocks can leverage the power of compounding to turn small investments into a big nest egg over time. Investing early in your career can pay huge dividends later in life. Grocery and home improvement stores lead the way with 9.7%

Initial Public Offering 244

Initial Public Offering Leveraging Stakes Shareholders 244

The Motley Fool

NOVEMBER 26, 2023

Since Q3 2022, Berkshire has gradually reduced its stake. It's reasonable to assume that at least some of the Chevron stake was a short-term play. Chevron can afford the deal without overly leveraging itself. Chevron has spent years paying down debt and compressing its leverage ratios. million 11/16/2023 9/30/2023 123.12

Mergers and Acquisitions 240

Mergers and Acquisitions Banks Leveraging Debt 240

The Motley Fool

MARCH 30, 2024

Maybe you're even considering a stake in The Procter & Gamble Company (NYSE: PG) but can't quite convince yourself to take the plunge. With a bigger lineup of market-leading products, P&G also enjoys a great deal of leverage with its retail partners like Walmart and Kroger. How about dividend income?

Stakes 246

Stakes Leveraging Prospects Portfolios 246

The Motley Fool

APRIL 12, 2024

But if you seek a bit of leverage to the digital coin's price, you might as well invest in an established miner with identifiable signs of growth. Perhaps most important, consider your combined stake in the cryptocurrency, Bitcoin ETFs, and Marathon Digital Holdings as a single investment.

Due Diligence 242

Due Diligence Leveraging Stakes Debt 242