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JD Supra: Mergers
JUNE 25, 2024
On the economic side,…. The investor-backed provider community may be feeling pressure and facing scrutiny from various angles in 2024, as federal and state agencies implement complex pre-closing review processes for healthcare transactions from an antitrust and oversight perspective. By: McGuireWoods LLP
167 
The New York Times: Banking
JUNE 20, 2024
Portfolio managers have conflicting incentives as the economic and financial risks from climate change become more apparent but remain imprecise.
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CNBC: Investing
SEPTEMBER 17, 2023
Bridgewater's Ray Dalio said it is important for new investors to have a diversified portfolio as economic and geopolitical headwinds continue to rage on.
145 
JD Supra: Mergers
DECEMBER 12, 2023
As background, secondary transactions have proven useful to both limited partners (LPs) and general partners (GPs) who are looking to manage their portfolios during a stale or sluggish economic market. By: Woodruff Sawyer
130 
CNBC: Investing
DECEMBER 26, 2023
These stocks are less economically sensitive and have attractive defensive qualities, according to portfolio manager Patrick Kaser.
Global Banking & Finance
SEPTEMBER 19, 2024
While jewellery pieces are often overlooked as an investment opportunity, their potential within financial portfolios shouldn’t be underestimated. In our current uncertain economic climate, incorporating high-value jewellery into your financial portfolio could be a strategic move… […]
52 
CNBC: Investing
JUNE 19, 2023
Economic freedom has been more elusive for Black people. Veteran portfolio manager Jim Casselberry is trying to do something about that.
CNBC: Investing
APRIL 1, 2025
Some dividend-paying stocks are poised to hold up in an environment when economic growth is slowing and inflation remains high, the investment bank found.
66 
Wall Street Mojo
FEBRUARY 9, 2024
What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.
52 
TechCrunch: M&A
AUGUST 18, 2023
announced this morning its acquisition of Boxed.com and “other intellectual property portfolios and affiliates” in an all-cash transaction. But it’s clear Boxed struggled to make the economics of online grocery work, and it wasn’t alone. based regional distributor MSG Distributors, Inc.
Growth Business
SEPTEMBER 25, 2023
By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success The British Business Bank has recorded a £135m loss in the year ending March after a drop in portfolio valuations. After the pandemic, we have re-focused on the UK’s future economic growth as we deliver against our new strategic objectives from 2023/24.
105 
TechCrunch: M&A
APRIL 20, 2023
Nura will join fellow consumer audio brands under that umbrella, including Bowers and Wilkins, Polk Audio and Denon, which entered its portfolio when it acquired Sound United in April of last year. The news was announced quietly a couple of weeks back in a press release titled, “Nura Joins Forces With Denon.”
246 
Growth Business
OCTOBER 4, 2023
The raise means the London-based VC , founded by Skype founder Niklas Zennström, is close to its £1.35bn target for its new growth and venture funds, despite a challenging economic climate. Venture capital: Evaluating the risk profile of investments – How do VCs assess risk when looking forensically at investment portfolios?
111 
Sun Acquisitions
DECEMBER 16, 2024
The global shift towards sustainability is no longer a distant dream; it’s a full-fledged economic engine driving innovation. For example, a renewable energy company looking to expand its portfolio might acquire a startup specializing in geothermal energy. Consumers are increasingly demanding sustainable products and services.
59 
How2Exit
APRIL 8, 2024
His diversified business portfolio includes marketing agencies, WordPress plugins, online courses, e-commerce businesses, and online content. With multiple agencies within Onfolio's portfolio performing remarkably well, it becomes evident that they don't garner the recognition they deserve in the investment world.
130 
The TRADE
MAY 3, 2024
Read more: The impact of geopolitical events on emerging markets Until there are clear signs of economic rebalancing taking place in China, asset allocation flows will likely also be subdued but we see no further scope for aggressive liquidation.
105 
Solganick & Co.
DECEMBER 25, 2024
December 26, 2024 – Internet of Things (IoT) software and technology services market for mergers and acquisitions in 2024 has shown resilience and growth despite broader economic uncertainties. This acquisition enhances Honeywell’s cybersecurity portfolio, particularly in industrial settings.
40 
Global Newswire by Notified: M&A
APRIL 8, 2024
This portfolio optimizing transaction improves the Company’s product mix, margin profile and durability through economic cycles by adding another pure aggregates business to its already aggregates-led portfolio. billion in cash.
45 
OfficeHours
OCTOBER 20, 2023
sits around 3.7%; while that is certainly better than the 8% and 9% seen earlier this year, it still remains a key point of concern for anyone monitoring the economic situation. Inflation is one of the several economic factors that impact private equity returns, as it can have a material impact on returns as it rises and falls.
130 
Solganick & Co.
DECEMBER 23, 2024
December 23, 2024 – The IoT software and technology services market for mergers and acquisitions in 2024 has shown resilience and growth despite broader economic uncertainties. This acquisition enhances Honeywell’s cybersecurity portfolio, particularly in industrial settings.
40 
Global Newswire by Notified: M&A
JULY 11, 2024
PKAIR 2024-1 issued over $622 million of Notes that will be used to acquire the rights to the economics of a portfolio of aviation loans via the acquisition a 100% series limited partnership interest in a PK-managed origination vehicle.
45 
The TRADE
JULY 10, 2024
He has also worked as a FX portfolio manager/proprietary trader at banks and hedge funds, including HSBC, Credit Suisse and Bank of America. “At Today, however, interest rates in most major economies are much higher and we see a wider divergence in economic performance across the G10 going forward.
OfficeHours
OCTOBER 16, 2023
sits around 3.7%; while that is certainly better than the 8% and 9% seen earlier this year, it still remains a key point of concern for anyone monitoring the economic situation. Inflation is one of the several economic factors that impact private equity returns, as it can have a material impact on returns as it rises and falls.
100 
The M&A Lawyer
OCTOBER 26, 2015
With recent high company valuations and other general macro-economic factors, investors need to get far more involved with a company in order to expect any type of fast growth. That’s why, in recent years, we’ve seen more and more private equity firms create a post-acquisition value for their portfolio companies.
130 
Mergers and Inquisitions
JUNE 19, 2024
Before doing anything else, you must decide on your fund size and team size, which depend on your strategy and the number of portfolio companies you plan to invest in. To keep things simple, let’s assume that you want a portfolio of 25 startups and you plan to invest in seed rounds for an average of $2 million per startup.
105 
Business Standard - FInance
JULY 2, 2023
Forex traders said the rupee is trading on a positive note on significant foreign fund inflows and positive macro economic indicators. Foreign Portfolio Investor On Friday, the rupee closed at 82.10 against the US currency. during the day. ". The GST figures, the core sector growth were all better than expected," Bhansali said.
52 
The TRADE
MAY 20, 2024
Bloomberg’s enhancements to its Swap Connect solution include new features that support IRS contracts with International Monetary Market (IMM) dates and the ability to offset existing contracts in global investors’ portfolios.
72 
The Deal
OCTOBER 17, 2023
portfolio company Birkenstock GmbH & Co. “As the economic outlook stabilizes and the [Federal Reserve] moderates some of its [rate hikes], that will drive more transaction activity,” she said. Public markets, however, have been tepid, with the much-awaited IPO of L Catterton Management Ltd.
64 
Focus Investment Banking
SEPTEMBER 19, 2024
This more aggressive monetary policy shift reflects the central bank’s heightened concerns about economic stability and its commitment to stimulating growth. In turn, this typically stimulates investment and spending, helping to buoy economic growth during periods of uncertainty or slower expansion.
The TRADE
OCTOBER 31, 2024
Chicago-based head of US trading at Legal and General Investment Management (LGIM) Ryan Raymond has seen enough economic turmoil during his career to know what to do when markets turn volatile. Chicago is a very small community and so I knew most of the portfolio managers and management at LGIM America before I came over.
52 
FineMark
JANUARY 20, 2023
Hyman Minsky, American Economist (1919-1996) Hyman Minsky proposed theories linking market fragility and the normal economic cycle with speculative bubbles innate to financial markets. The bubble of cryptocurrency burst, resulting in economic losses of approximately $2 trillion.
52 
IBG
AUGUST 23, 2023
As an example, in our experience as M&A brokers, we have seen sellers achieve higher-than-expected prices for their businesses during a recession – not just despite the economic downturn but because of it – due to specific circumstances and market dynamics. Here are six reasons why this phenomenon may occur. Strategic Value.
52 
Sun Acquisitions
MARCH 26, 2024
While residential markets can be volatile and influenced by factors like interest rates, consumer confidence, and broader economic health, commercial construction tends to be driven by long-term investments and development projects. A paving company with a robust commercial presence offers a unique value proposition.
52 
OfficeHours
AUGUST 25, 2023
Economics is generated by the fees, principal, and interest payments made by the borrower rather than the commitment fees earned by the banks. As such, private credit firms can be thought of more as long-term partners who are truly invested in the success of the borrower. Are you preparing for the buyside?
130 
Peak Frameworks
JUNE 5, 2023
It forms the core of economic forecasting and is central to all aspects of financial decision-making. This is a period of economic growth, characterized by increased production, rising employment, and heightened consumer confidence. This is the point where economic activity has reached its maximum output.
52 
The Deal
NOVEMBER 27, 2023
” Investcorp invests in essential services that people or companies are going to need through most economic cycles and are benefiting from long-term secular tailwinds such as technology, the war for talent, outsourcing and more, according to Tayeh. and auto aftermarket company S&S Truck Parts LLC.
Peak Frameworks
OCTOBER 17, 2023
Headwinds in finance are conditions or events that can impede economic growth or reduce the profitability of an investment. For instance, an economic downturn can lead to job losses, which in turn can result in decreased consumer spending, which then affects retail, real estate, and other sectors. How do Headwinds Work?
52 
Peak Frameworks
SEPTEMBER 12, 2023
Value at Risk , commonly referred to as VaR, seeks to quantify the maximum potential loss an investment portfolio could face over a specified period for a given confidence interval. The choice depends on the nature of the portfolio and the objectives of the risk management exercise.
52 
How2Exit
FEBRUARY 24, 2023
After 21 years of being a CEO, he made a career pivot and started the CEO Advisory Guru, where he consults to private equity firms, private equity portfolio companies, and founders who are building to exit. However, in today's ever-changing economic climate, it is important for entrepreneurs to be able to adapt to changing conditions.
130 
The TRADE
AUGUST 2, 2024
The next five years will deliver an economic environment that will alter the dynamics of equity, bond and foreign exchange in several ways. Assets that are negatively correlated to the dollar should account for a larger share of portfolios. How are you seeing traders execute the strategies that you are recommending?
52 
Peak Frameworks
SEPTEMBER 19, 2023
Using T-Bills for Portfolio Diversification Given their stability, T-Bills are an excellent tool for: Hedging against volatile market conditions. Economic Data Various economic indicators, such as GDP growth , unemployment rates, and manufacturing output, can influence T-Bill prices. Treasury yield curve.
52 
Peak Frameworks
SEPTEMBER 19, 2023
A consistently low CPI can be a sign of economic stagnation. Due Diligence and Economic Analysis Before private equity firms consider an acquisition or a significant investment, they conduct rigorous due diligence. Macroeconomic Understanding Broad indices, like the CPI, provide a snapshot of the overall economic environment.
Software Equity Group
MARCH 26, 2024
And it typically boils down to a few common elements that successful SaaS companies do particularly well: High-quality SaaS companies feature predictable, recurring revenues, solid unit economics , and high gross margin and gross profit rates. The firm employs 93 professionals. The firm targets mid-market software and tech-enabled companies.
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