Acquisitions and Portfolio - Investment Banking Today

Employment Considerations in Portfolio Company Acquisitions

JD Supra: Mergers

NOVEMBER 27, 2024

When a PE firm acquires a portfolio company (PortCo), one way the PE firm increases its returns is by making employment-related changes—sometimes significant ones—at the PortCo level. A private equity (PE) firm’s primary objective is to generate returns on its investments.

Portfolio

Portfolio Private Equity Acquisitions Equities

Question of the Week: What is the next frontier in AI mergers and acquisitions, and how will it shape the future landscape of the industry?

JD Supra: Mergers

SEPTEMBER 5, 2024

For example, sponsors are making incremental investments into portfolio companies or using portco balance sheet cash and/or stock to finance acquisitions of minority investments in or joint venture transactions with AI-focused companies. "We’re currently seeing a lot of follow-on investments into AI. By: Proskauer Rose LLP

Mergers and Acquisitions

Mergers and Acquisitions Acquisitions Portfolio Finance

FTC sues PE fund and its portfolio company, signaling continued and growing focus on PE funds and roll-up acquisitions

JD Supra: Mergers

SEPTEMBER 26, 2023

On September 21, 2023, the Federal Trade Commission (FTC) filed a groundbreaking complaint in federal court against PE fund Welsh Carson and its portfolio company, U.S. Anesthesia Partners (USAP), making good on its promise to ramp up enforcement against PE funds and roll-up acquisitions. By: Allen & Overy LLP

Portfolio

Portfolio Funds Acquisitions IT

Thales enters app security market with $3.6B Imperva acquisition

TechCrunch: M&A

JULY 25, 2023

Thales has expended considerable resources in recent years bolstering its cybersecurity offerings through acquisitions. This includes a $5.5 billion deal in 2017 to procure Gemalto , a company offering digital identification and data protection for industries such as banking.

Securities

Securities Acquisitions Private Equity Portfolio

Comprehensive WARN Act FAQ for Employers in the Energy Sector

JD Supra: Mergers

OCTOBER 18, 2024

As companies seek to deploy cash reserves and enhance their oil and gas portfolios, mergers and acquisitions (M&A) have become increasingly common. The US energy sector’s ongoing consolidation wave, which saw $250 billion worth of deals in 2023 and continues into the current year, is reshaping the industry landscape.

Mergers and Acquisitions

Mergers and Acquisitions Portfolio M&A Mergers

Use of Add-On Acquisitions in PE Is Likely to Continue

JD Supra: Mergers

MAY 30, 2024

Over the past several years, sponsors have increasingly relied on add-on acquisitions to increase the value of their portfolio company investments.

Acquisitions

Acquisitions Portfolio Investment

Becton, Dickinson and Company (BD) Announces Acquisition of Edwards Lifesciences’ Critical Care

JD Supra: Mergers

JUNE 20, 2024

BD (Becton, Dickinson and Company) has announced the acquisition of Edwards Lifesciences’ Critical Care product group for $4.2 The acquisition follows Edwards’ previously announced plans to spin off Critical Care by the end of 2024 to focus on transcatheter/surgical therapies.

Acquisitions

Acquisitions Portfolio IT

[Webinar] M&A Series: Partnership Interests as Tax-Advantaged Currency in REIT Portfolio Transactions - November 30th, 11:00 am - 11:15 am ET

JD Supra: Mergers

NOVEMBER 15, 2023

Equity REITs seeking to grow assets face a challenging interest rate environment and tepid equity capital markets for funding portfolio acquisitions.

Portfolio

Portfolio M&A Capital Market Equities

Robinhood snaps up Pluto to add AI tools to its investing app

TechCrunch: M&A

JULY 1, 2024

Investment

Investment IT Portfolio Investors

Generative AI startup Typeface acquires two companies, Treat and Narrato, to bolster its portfolio

TechCrunch: M&A

SEPTEMBER 16, 2024

Typeface, a generative AI startup focused on enterprise use cases, has acquired a pair of companies just over a year after raising $165 million at a $1 billion valuation.

Portfolio

Portfolio IT Valuation Management

Portfolio Purchase Pointers July 2023 - NAV Acquisition Finance for Secondaries Facilities

JD Supra: Mergers

JULY 14, 2023

In the private equity secondaries market, financing is often used to facilitate the purchase of portfolios of interests in private equity funds. These transactions require lenders to underwrite the value of assets that the borrower does not yet own, which gives rise to a specific set of challenges for the lenders.

Portfolio

Portfolio Finance Finance Private Equity

Controllers: Del. Chancery Rejects Claims Relating to Acquisition of Portfolio Company

Deal Lawyers

JANUARY 16, 2024

.; 12/23), the Chancery Court rejected breach of fiduciary duty allegations against the directors of an acquiring company and its purported controlling stockholder arising out of the buyer’s purchase of the controller’s portfolio company. When the deal was announced, the buyer’s stock price […]

Portfolio

Portfolio Acquisitions Stock IT

The Role of Private Equity Consulting in Portfolio Company Growth Strategies

OfficeHours

JUNE 5, 2023

Private equity consulting firms play a crucial role in the success of portfolio companies by providing specialized expertise and strategic guidance. These firms assist private equity firms in developing and executing growth strategies for their portfolio companies, helping them maximize their value-creation potential.

Private Equity

Private Equity Consulting Portfolio Equities

Delaware Court Of Chancery Rejects Claims Related To The Acquisition Of An Alleged Controller’s Portfolio Company For Failure To Plead Demand Futility

JD Supra: Mergers

JANUARY 8, 2024

the “Corporation”) acquired a portfolio company (the “Target”) of the Corporation’s alleged controlling shareholder. Zurn of the Delaware Court of Chancery dismissed derivative breach of fiduciary duty and other claims asserted by a plaintiff shareholder after nCino, Inc. City of Hialeah Employees’ Retirement System v. 2022-0846-MTZ (Del.

Portfolio

Portfolio Corporation Acquisitions

Ujwal Velagapudi: Buying Unique Businesses and Building a Diverse Portfolio

How2Exit

MAY 20, 2024

b' E213: Ujwal Velagapudi: Buying Unique Businesses and Building a Diverse Portfolio - Watch Here rn rn About the Guest(s): rn Ujwal Velagapudi is a seasoned entrepreneur with a rich background in mergers and acquisitions, real estate investments, and a vast array of business ventures across multiple industries.

Portfolio

Portfolio Business Mergers and Acquisitions M&A

PODCAST REVIEW: M&A Science: How PE Should Support Portfolio Company Acquisitions | Barak Routhenstein w/ Kison Patel

How2Exit

SEPTEMBER 25, 2023

b' rn How PE Should Support Portfolio Company Acquisitions | Barak Routhenstein w/ Kison Patel rn rn rn watch here: rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. is important."

M&A

M&A Acquisitions Private Equity Portfolio

Logitech buys editing console maker Loupedeck

TechCrunch: M&A

JULY 18, 2023

That product is currently a part of the Corsair portfolio after it acquired the Elgato brand in 2018. Logitech G is the company’s gaming portfolio. The product line could prove a nice pairing for Logitech’s 2019 acquisition of livestreaming software developer Streamlabs.

Portfolio

Portfolio Acquisitions Manufacturing IT

Slate Asset Management to close €1bn German portfolio acquisition

PE Hub

AUGUST 9, 2023

The deal is set to be one of the largest in Europe so far this year, and the largest whole-portfolio transaction in the region. The post Slate Asset Management to close €1bn German portfolio acquisition appeared first on PE Hub.

Asset Management

Asset Management Portfolio Management Acquisitions

WordPress.com owner buys all-in-one messaging app Texts.com for $50M

TechCrunch: M&A

OCTOBER 24, 2023

WordPress.com and Tumblr owner Automattic is adding another company to its portfolio with today’s news that it has acquired the all-in-one messaging app Texts.com for $50 million.

Portfolio

Portfolio IT Mergers and Acquisitions M&A

KKR leads acquisition of $7.2bn portfolio of prime RV loans from BMO

PE Hub

DECEMBER 18, 2023

The post KKR leads acquisition of $7.2bn portfolio of prime RV loans from BMO appeared first on PE Hub. Concurrently with the sale, BMO purchased approximately $6.4 billion of senior notes collateralized by the sold loans.

Portfolio

Portfolio Acquisitions Sale

Bosch completes acquisition of assets of TSI Semiconductors

Global Newswire by Notified: M&A

SEPTEMBER 1, 2023

Acquisition enhances Bosch global portfolio of SiC chips Acquisition enhances Bosch global portfolio of SiC chips

Acquisitions

Acquisitions Portfolio

Great Quest Fertilizer Expands Portfolio with Strategic Acquisition in Namibia's Damara Gold and Lithium Projects

Global Newswire by Notified: M&A

DECEMBER 21, 2023

Strategic acquisition of Namibian exploration projects strengthens portfolio with gold and lithium.

Portfolio

Portfolio Acquisitions

Mergers & Acquisitions in a Tech-Driven World: How to Prepare Your Business

Sun Acquisitions

NOVEMBER 1, 2024

In today’s rapidly evolving digital landscape, technology’s impact on mergers and acquisitions (M&A) is profound and multifaceted. Actionable Insight: Evaluate the target company’s R&D initiatives and intellectual property portfolio. The impact of technology on mergers and acquisitions cannot be overstated.

Mergers

Mergers Mergers and Acquisitions Business Acquisitions

Acquisition Entrepreneur Michael Frew on Buying and Growing SaaS Companies

How2Exit

JANUARY 8, 2024

b' E174: Acquisition Entrepreneur Michael Frew on Buying and Growing SaaS Companies - Watch Here rn rn About The Guest(s): Michael Frew is an acquisition entrepreneur with a background in engineering. rn Summary: Michael Frew shares his journey from being an engineer to becoming an acquisition entrepreneur.

Acquisitions

Acquisitions Engineering Business Portfolio

Building a Fun and Profitable Portfolio of B2B SaaS Companies with Kevin McArdle

How2Exit

OCTOBER 8, 2023

He discusses the origin story of Big Band Software and its unique approach to mergers and acquisitions. They also discuss the characteristics of Kevin's dream business and the factors that make a business attractive for acquisition. rn Key Takeaways: rn rn Building a great company culture is essential for long-term success.

Profitability

Profitability Portfolio Mergers and Acquisitions M&A

Playtika Holding Corp. Completes Strategic Acquisition of Innplay Labs, Further Strengthening Its Mobile Gaming Portfolio with Popular “Animals & Coins”

Global Newswire by Notified: M&A

SEPTEMBER 28, 2023

(NASDAQ: PLTK), a mobile games pioneer and interactive entertainment leader, has completed the acquisition of Innplay Labs, a mobile gaming studio in Israel and home to the highly rated “Animals & Coins.”

Portfolio

Portfolio Acquisitions Entertainment IT

Progress acquires file management platform ShareFile for $875M

TechCrunch: M&A

SEPTEMBER 9, 2024

Progress CEO Yogesh Gupta said that the deal, which is expected to close by November 30, will bolster Progress’ portfolio with tools to help businesses more efficiently share — and […] © 2024 TechCrunch. All rights reserved. For personal use only.

Management

Management Portfolio Shares Business

Music Licensing, Inc. (OTC: SONG) Announces Acquisition of Royalty Rights to "Thank God I Got It" by Desiigner, Bolstering Its Diverse and Star-Studded Portfolio

Global Newswire by Notified: M&A

SEPTEMBER 3, 2024

OTC: SONG), a leading entity in the music industry, is excited to announce the acquisition of the royalty rights to "Thank God I Got It" by the renowned artist Desiigner. This acquisition underscores Music Licensing, Inc.'s s commitment to diversifying its portfolio with high-quality, revenue-generating assets. NAPLES, Fla.,

Portfolio

Portfolio IT Acquisitions

Copenhagen Infrastructure Partners completes acquisition of New York onshore wind development portfolio

Global Newswire by Notified: M&A

APRIL 15, 2024

Copenhagen Infrastructure Partners acquires New York onshore wind portfolio.

Portfolio

Portfolio Acquisitions

The Ripple Effect: How Increased Capital Gains Taxes Influence Private Equity and Venture Capital Investments in M&A

Sun Acquisitions

APRIL 25, 2025

Increased capital gains taxes can have a far-reaching impact on the business landscape, with ripple effects extending to various sectors, including private equity and venture capital (PE/VC) investments in mergers and acquisitions (M&A).

Private Equity

Private Equity M&A Capital Investment

Use of Equity Rollovers Continues to Rise Amid Market Uncertainty

JD Supra: Mergers

FEBRUARY 27, 2024

By: Goodwin

Equities

Equities Private Equity Middle Market Portfolio

Fengate acquires US-based wireless communication towers portfolio

PE Hub

DECEMBER 5, 2023

Fengate is managing the acquisition on behalf of Fengate Infrastructure Yield Fund and affiliates, including a fund owned by LiUNA's Pension Fund of Central and Eastern Canada. The post Fengate acquires US-based wireless communication towers portfolio appeared first on PE Hub.

Portfolio

Portfolio Funds Acquisitions Management

After Stratasys and Desktop Metal announce merger plans, 3D Systems proposes acquisition

TechCrunch: M&A

JUNE 2, 2023

We are excited to complement our portfolio of production metal, sand, ceramic and dental 3D printing solutions with Stratasys’ polymer offerings. After Stratasys and Desktop Metal announce merger plans, 3D Systems proposes acquisition by Brian Heater originally published on TechCrunch

Mergers and Acquisitions

Mergers and Acquisitions Mergers Acquisitions Manufacturing

Copenhagen Infrastructure Partners acquires early-stage Danish solar PV portfolio from Soltec

Global Newswire by Notified: M&A

JANUARY 3, 2024

Today, Soltec Power Holding and CIP announced CIP’s 100% ownership acquisition of the Soltec Danish solar PV project portfolio. Today, Soltec Power Holding and CIP announced CIP’s 100% ownership acquisition of the Soltec Danish solar PV project portfolio.

Portfolio

Portfolio Acquisitions

Sam Turner Discusses His Transition from the Corporate World to Entrepreneurship Through Acquisition

How2Exit

JULY 3, 2023

He has an extensive background in the corporate world and has now transitioned into entrepreneurship through acquisition. rn Summary: Sam Turner shares his journey from the corporate world to entrepreneurship through acquisition. Ron rn rn About The Guest(s): Sam Turner is the founder and CEO of Advantos HVAC Group.

Corporation

Corporation Acquisitions Collaboration Business

How Private Equity Firms Select Investment Targets and Build Capital: Insights for Entrepreneurs

JD Supra: Mergers

MAY 21, 2024

What do private equity and growth capital investors look for when adding new companies to their portfolio, and what strategies do they apply to help those companies optimize capital?

Private Equity

Private Equity Equities Capital Mergers and Acquisitions

M&A for Entrepreneurs: Leverage Acquisitions to Scale Your Business Faster with Dominic Wells

How2Exit

APRIL 8, 2024

b' E202: M&A for Entrepreneurs: Leverage Acquisitions to Scale Your Business Faster with Dominic Wells - Watch Here rn rn About the Guest(s): rn Dominic Wells is an accomplished entrepreneur and the CEO of Onfolio, a publicly traded company specializing in the acquisition of online businesses.

M&A

M&A Acquisitions Business Public Trading

Sandow Companies Expands Portfolio With Strategic Acquisition of Design Milk

Global Newswire by Notified: M&A

JUNE 21, 2023

NEW YORK, June 21, 2023 (GLOBE NEWSWIRE) -- Sandow Companies, parent company of SANDOW DESIGN GROUP, today announced its acquisition of Design Milk , the prominent online platform dedicated to what’s cool and what’s next in architecture, interior design, automotive, fashion, technology, and art.

Acquisitions

Acquisitions Portfolio Architecture IT

Bloomberg unveils portfolio management offering

The TRADE

OCTOBER 12, 2023

Bloomberg has launched a new portfolio manager workspace in a bid to enhance its buy-side decision support solution. The offering is interactive and aimed at supporting decision-making processes through streamlining the link between analysis and portfolio implementation.

Portfolio Management

Portfolio Management Portfolio Management Trading

Valsoft's Investment Partner Costa Tagalakis, Discusses Their Successful Acquisition Strategy

How2Exit

FEBRUARY 18, 2024

b' E188: Valsoft's Investment Partner Costa Tagalakis, Discusses Their Successful Acquisition Strategy - Watch Here rn rn About the Guest(s): rn Costa Tagalakis is an investment partner at Valsoft Corporation, a Canadian company specializing in the acquisition and operation of vertical market software businesses.

Acquisitions

Acquisitions Investment Mergers and Acquisitions Business

Refresco completes acquisition of Frías, enhancing Plant-Based beverage portfolio

Global Newswire by Notified: M&A

NOVEMBER 17, 2024

Press ReleaseRefresco completes acquisition of Frías, enhancing Plant-Based beverage portfolio Rotterdam, The Netherlands, November 18, 2024 – Refresco,

Portfolio

Portfolio Acquisitions

iMD Companies, Inc. Completes Acquisition of Riize, LLC

Global Newswire by Notified: M&A

AUGUST 29, 2024

OTC: ICBU) has completed the acquisition of Riize, LLC (Riize) and are providing more resources for Riize to leverage its product portfolio with exciting opportunities. RANCHO CARDOVA, CA, Aug. 29, 2024 (GLOBE NEWSWIRE) -- iMD Companies, Inc.

Acquisitions

Acquisitions Portfolio IT

WATKINS WELLNESS EXPANDS INTO SAUNA CATEGORY THROUGH THE ACQUISITION OF SAUNA360

Global Newswire by Notified: M&A

JULY 31, 2023

Sauna360 is a leading global manufacturer of sauna solutions, and its portfolio of products includes traditional, infrared, and wood-burning saunas as well as steam showers, rooms and generators.

Acquisitions

Acquisitions Portfolio Manufacturing Corporation

More on Antitrust and Private Equity: FTC Takes Issue with “Roll-up” Strategy

Deal Lawyers

SEPTEMBER 27, 2023

Late last week, the FTC filed a lawsuit against a PE firm and one of its portfolio companies challenging a serial acquisition strategy.

Private Equity

Private Equity Portfolio Equities Acquisitions

Employment Considerations in Portfolio Company Acquisitions

Question of the Week: What is the next frontier in AI mergers and acquisitions, and how will it shape the future landscape of the industry?

Trending Sources

FTC sues PE fund and its portfolio company, signaling continued and growing focus on PE funds and roll-up acquisitions

Thales enters app security market with $3.6B Imperva acquisition

Comprehensive WARN Act FAQ for Employers in the Energy Sector

Use of Add-On Acquisitions in PE Is Likely to Continue

Becton, Dickinson and Company (BD) Announces Acquisition of Edwards Lifesciences’ Critical Care

[Webinar] M&A Series: Partnership Interests as Tax-Advantaged Currency in REIT Portfolio Transactions - November 30th, 11:00 am - 11:15 am ET

Robinhood snaps up Pluto to add AI tools to its investing app

Generative AI startup Typeface acquires two companies, Treat and Narrato, to bolster its portfolio

Portfolio Purchase Pointers July 2023 - NAV Acquisition Finance for Secondaries Facilities

Controllers: Del. Chancery Rejects Claims Relating to Acquisition of Portfolio Company

The Role of Private Equity Consulting in Portfolio Company Growth Strategies

Delaware Court Of Chancery Rejects Claims Related To The Acquisition Of An Alleged Controller’s Portfolio Company For Failure To Plead Demand Futility

Ujwal Velagapudi: Buying Unique Businesses and Building a Diverse Portfolio

PODCAST REVIEW: M&A Science: How PE Should Support Portfolio Company Acquisitions | Barak Routhenstein w/ Kison Patel

Logitech buys editing console maker Loupedeck

Slate Asset Management to close €1bn German portfolio acquisition

WordPress.com owner buys all-in-one messaging app Texts.com for $50M

KKR leads acquisition of $7.2bn portfolio of prime RV loans from BMO

Bosch completes acquisition of assets of TSI Semiconductors

Great Quest Fertilizer Expands Portfolio with Strategic Acquisition in Namibia's Damara Gold and Lithium Projects

Mergers & Acquisitions in a Tech-Driven World: How to Prepare Your Business

Acquisition Entrepreneur Michael Frew on Buying and Growing SaaS Companies

Building a Fun and Profitable Portfolio of B2B SaaS Companies with Kevin McArdle

Playtika Holding Corp. Completes Strategic Acquisition of Innplay Labs, Further Strengthening Its Mobile Gaming Portfolio with Popular “Animals & Coins”

Progress acquires file management platform ShareFile for $875M

Music Licensing, Inc. (OTC: SONG) Announces Acquisition of Royalty Rights to "Thank God I Got It" by Desiigner, Bolstering Its Diverse and Star-Studded Portfolio

Copenhagen Infrastructure Partners completes acquisition of New York onshore wind development portfolio

The Ripple Effect: How Increased Capital Gains Taxes Influence Private Equity and Venture Capital Investments in M&A

Use of Equity Rollovers Continues to Rise Amid Market Uncertainty

Fengate acquires US-based wireless communication towers portfolio

After Stratasys and Desktop Metal announce merger plans, 3D Systems proposes acquisition

Copenhagen Infrastructure Partners acquires early-stage Danish solar PV portfolio from Soltec

Sam Turner Discusses His Transition from the Corporate World to Entrepreneurship Through Acquisition

How Private Equity Firms Select Investment Targets and Build Capital: Insights for Entrepreneurs

M&A for Entrepreneurs: Leverage Acquisitions to Scale Your Business Faster with Dominic Wells

Sandow Companies Expands Portfolio With Strategic Acquisition of Design Milk

Bloomberg unveils portfolio management offering

Valsoft's Investment Partner Costa Tagalakis, Discusses Their Successful Acquisition Strategy

Refresco completes acquisition of Frías, enhancing Plant-Based beverage portfolio

iMD Companies, Inc. Completes Acquisition of Riize, LLC

WATKINS WELLNESS EXPANDS INTO SAUNA CATEGORY THROUGH THE ACQUISITION OF SAUNA360

More on Antitrust and Private Equity: FTC Takes Issue with “Roll-up” Strategy

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