The Motley Fool

MAY 22, 2024

Rumors emerged earlier this month that private equity firms are considering a buyout. While some sort of buyout looks like the most likely path for Peloton, either by private equity or a larger company looking to scoop up the brand, any deal is unlikely to save longtime shareholders from enormous losses.

Buyout 130

Buyout Private Equity Firms Private Equity Firms Liabilities 130

Private Equity Wire

OCTOBER 23, 2024

The Bank of England (BoE) is intensifying its efforts to closely monitor risks in the non-bank financial sector, which includes private equity firms, hedge funds, and asset managers, according to a report by Institutional Investor.

Hedge Funds 87

Hedge Funds Buyout Private Equity Firms Private Equity Firms 87

Axial

APRIL 3, 2025

Until 2023, boutique investment firms, including independent sponsors and search funds, dominated the buyer landscape. However, starting in 2024, private equity firms began to target HVAC deals, further driving up buyer demand.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Finance Financing 52

Private Equity Wire

OCTOBER 22, 2024

Global law firm Ropes & Gray has named 12 of its existing attorneys as the firm’s latest Partners, effective 1 November, including several whose practices cater for private equity and other private credit and private fund clients.

Mergers and Acquisitions 75

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

Pension Pulse

JULY 24, 2023

The first is via direct investments, where it holds ownership stakes that vary from passive, minority positions, up to 100% control of private companies. The second is through private equity funds run by private equity firms, such as KKR and Blackstone. A pension plan exists to meet future liabilities.

Pension Funds 88

Pension Funds Private Equity Firms Private Equity Firms Investing 88

Private Equity Wire

FEBRUARY 18, 2025

HMRC, the UK tax authority has abandoned a controversial crackdown on private equity firms, averting a potential tax hit that could have amounted to hundreds of millions of pounds in retrospective liabilities, according to a report by the Financial Times.

Taxes 45

Taxes Private Equity Firms Private Equity Firms Liabilities 45

American Investment Council

MAY 17, 2024

District Court for the Southern District of Texas recently dismissed claims brought by the FTC against private equity firm Welsh Carson Anderson & Stowe (WCAS) over claims regarding U.S. Recently, the Wall Street Journal published an editorial highlighting the Federal Trade Commission’s (FTC) latest antitrust lawsuit defeat.

Legal 52

Legal Mergers and Acquisitions Private Equity Firms Private Equity Firms 52

The Motley Fool

AUGUST 1, 2024

At certain times, we can be an attractive buyer for financial backers such as family offices and private equity firms. professional liability and general liability portfolios where we took underwriting actions to improve profitability. professional liability and general liability lines given recent claim trends.

Collateral 130

Collateral Liabilities Asset Management Portfolios 130

American Investment Council

OCTOBER 16, 2024

“The reality is private equity investment in healthcare is better for patients; it’s good for doctors; it’s better for quality and maintains community engagement,” said Dr. Robert Mittl Jr., In 2018, Charlotte Radiology partnered with private equity firm Welsh, Carson, Anderson & Stowe to form U.S.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investing Legal 52

Axial

FEBRUARY 11, 2025

Industry consolidation, with larger businesses or private equity firms acquiring companies like yours. In addition to search funds and individual investors, private equity firms, strategic buyers , and family offices see these businesses as long-term investments, justifying a higher sale price.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Consulting Consultants 40

Private Equity Wire

APRIL 3, 2025

Some of the worlds largest private equity firms, including Blackstone, KKR, and EQT, are urging the UK government to reconsider proposed changes to the taxation of carried interest, according to a report by the Financial Times.

Taxes 40

Taxes Private Equity Firms Private Equity Firms Buyout 40

The Motley Fool

NOVEMBER 9, 2023

Even in a lower valuation environment, the sponsors retain significant equity investments in their companies. While not contractually required, this means that the private equity firms have a strong economic motivation to continue to support the business. On average, we invest at approximately 40% loan-to-value.

Capital 100

Capital Private Equity Firms Private Equity Firms Leveraging 100

The Motley Fool

FEBRUARY 28, 2025

Two additional key performance indicators that management will be discussing on this call are net asset value or NAV and return on equity or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per-share basis. The Motley Fool has no position in any of the stocks mentioned.

Capital 130

Capital Asset Management Debt Leveraging 130

Private Equity Wire

JULY 25, 2023

What pressing challenges and opportunities are private equity firms facing around ESG data collection and reporting? The challenges and opportunities depend on where firms are on their ESG journey. For many private equity firms, the biggest challenge is not knowing where to start.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Legal Mergers and Acquisitions 52

Clearlake Capital Group

JANUARY 24, 2025

About TA Associates TA Associates (TA) is a leading global private equity firm focused on scaling growth in profitable companies. All other company and product names may be trademarks of the respective companies with which they are associated.

Shareholders 45

Shareholders Legal Mergers and Acquisitions Private Equity Firms 45

The Big Picture

DECEMBER 5, 2023

They’re one of the older private equity firms around, been been in business since 1994. So I had worked for two private equity firms when I got outta Stanford. What is the secret to successfully growing a private equity firm for you’re coming up on your 30th year?

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

Zajac Group

OCTOBER 17, 2024

Rather than the business or partnership being responsible for paying taxes as an entity, the tax liability is split among the partners or shareholders. The information provided on a K-1 form will be used to either increase your tax liability (if additional income is reported) or potentially reduce it (if losses or deductions are reported).

Taxes 52

Taxes Liabilities Shareholders Accredited Investors 52

Axial

DECEMBER 16, 2024

These buyers can include private equity firms, family offices, independent sponsors, holding companies, search funds, or individual investors. When creating a profile for your ideal financial buyer, its important to understand the distinction between private equity and whats known as patient capital.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Bidding 52

The Motley Fool

MAY 3, 2024

For the non-operating lease liabilities that are being treated as one-time restructuring, we are planning to enter settlement agreements with landlords by the end of the year. I think like any private equity firm, they're looking to close out their fund and see some upside from their acquisition.

Mergers and Acquisitions 130

Mergers and Acquisitions Liabilities Capital Banks 130

Pension Pulse

SEPTEMBER 6, 2023

Regulators are pushing private equity firms to do a better job when it comes to valuing their assets. Carolina Mandl and Chris Prentice of Reuters report US SEC overhauls rules for $20 trillion private fund industry: The U.S.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

The Motley Fool

AUGUST 9, 2024

Two additional key performance indicators that management will be discussing on this call are net asset value, or NAV, and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is also reported on a per-share basis. The Motley Fool has no position in any of the stocks mentioned.

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Debt 130

The Motley Fool

AUGUST 4, 2023

Two additional key performance indicators that management will be discussing on this call are net asset value or NAV and return on equity, or ROE. NAV is defined as total assets minus total liabilities and is reported on a per share basis. The Motley Fool has no position in any of the stocks mentioned.

Capital 147

Capital Asset Management Securities and Exchange Commission (SEC) Assets 147

The Motley Fool

JUNE 4, 2024

When I came into the business, as you might remember, private equity firm, A&M Capital had purchased it and they had bought it from the family themselves. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. For sure, John. Happy to talk about that.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Capital Shareholders Leveraging 130

The Motley Fool

MAY 3, 2024

As we announced on our year-end call, in Q1, we sold both of our Titanic Museums in Pigeon Forge, Tennessee, and Branson, Missouri, to a private equity firm at a 6% cap rate on in-place income for a combined $45 million in net proceeds and a gain on sale of approximately $17 million. The Motley Fool recommends EPR Properties.

Capital 130

Capital Banks Education Debt 130

Pension Pulse

DECEMBER 20, 2023

Setting asset mix is a judgment-based exercise and needs to consider potential liability matching objectives, liquidity considerations, risk tolerance, areas of comparative investment advantage, and an investor’s world view. We continue to recommend growth-oriented portfolios to clients with the right risk tolerance and liabilities.

Bidding 59

Bidding Pension Funds Assets Banks 59

The Motley Fool

FEBRUARY 27, 2024

As we all know, they're private equity firms and that's what they do. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. They're very thoughtful in that. It's been a great investment for them. They're very supportive of the company.

Taxes 130

Taxes Leveraging Capital Private Equity Firms 130

The Motley Fool

MAY 3, 2024

There is a lot of debt -- there's a lot of equity capital out there. I don't need to tell you that every major private equity firm has a big debt fund and they're all looking for opportunistic lending. There's also a lot of debt capital out there. The Motley Fool has positions in and recommends Walker & Dunlop.

Debt 130

Debt Banks Assets Capital 130

Pension Pulse

MAY 23, 2024

There are 4,300 housing units being built, and major firms such as Laurentian Bank of Canada, private equity firm Novocap and consulting giant KPMG have taken office space. The Solar Uniquartier real estate project is billed as a “transit-oriented development” that’s capitalizing on the new commuter rail line.

Pension Funds 59

Pension Funds Stakes Banks Finance 59

The Motley Fool

JANUARY 30, 2024

Corporates, there's thousands and thousands of corporate entities around the world, right, insurance companies, the general partners of private equity firms, private credit firm, private infrastructure, private debt firms, and the like. So really, really exciting, a lot of what we're doing.

Assets 130

Assets Hedge Funds Capital Taxes 130

The Motley Fool

JULY 25, 2024

In June, we announced the acquisition of CAES Systems or CAES for short from private equity firm Advent International for $1.9 Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has no position in any of the stocks mentioned.

Capital 130

Capital Leveraging Portfolios Shareholders 130

The Big Picture

FEBRUARY 28, 2023

. ~~~ BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, another extra special guest from the world of private markets, the Partners Group is probably the largest private equity firm you’ve never heard of, perhaps because they were originally headquartered in Zug, Switzerland. in Colorado.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Big Picture

AUGUST 15, 2023

So I worked at a private equity firm, that middle market private equity firm Yale had money with. And the question was if you can find other areas of investment that can generate the types of returns you need for your liability stream, diversification becomes the free lunch. RITHOLTZ: Fair enough.

Hedge Funds 52

Hedge Funds Funds Capital Assets 52

American Investment Council

MAY 14, 2024

While it is not, of course, the role of courts to adjust a government agency’s enforcement priorities, when those priorities are enforced through lawsuits based on novel liability theories without a sound basis—as is the case here…—courts should not allow such cases to proceed.” And missed.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Liabilities Stakes 52

Private Equity Insights

JUNE 27, 2023

American Equity has announced partnerships with 26North Partners, the private equity firm started by Apollo co-founder Josh Harris, as well as alternative asset manager Varde Partners and Agam Capital Management. It’s also been ramping up its allocations to private assets. billion rupees. billion rupees.

Bidding 130

Bidding Private Equity Firms Private Equity Firms Asset Management 130

The Big Picture

MAY 9, 2023

And they all develop their own little system of useful terms, but then they end up becoming almost like a barrier that makes it hard for an outsider who hasn’t grown up in the world of finance, who doesn’t have a father who ran a hedge fund or an uncle who ran a private equity firm. How do you juggle all of those?

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Motley Fool

JULY 20, 2023

And we have no insurance liabilities. We -- private equity firms and other c Thanks, Brian. Yesterday, the FTC released its planned draft merger guidelines, which appeared to crack down particularly hard on platform and roll-up strategies that private equity firms have used to create some of their best outcomes.

Banks 130

Banks Capital Assets Mergers and Acquisitions 130

The Motley Fool

JANUARY 19, 2024

Private equity firm Arcline Investment Management has announced it will buy the stock for a huge premium. Kaman's big buyout offer Arcline is offering $46 per share -- cash -- to take Kaman private, in a transaction valued at $1.8 And Kaman shares have doubled in a single day -- up 101.4%, to be precise, through 11 a.m.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Shareholders 130