JD Supra: Mergers

JUNE 4, 2024

Private equity sponsors can exhale: A federal court recently stopped the Federal Trade Commission's (FTC) antitrust action that targeted private equity sponsor Welsh, Carson, Anderson & Stowe for the healthcare "roll-up" strategy of its anesthesia practice management portfolio company. The case, Federal Trade Commission v.

Private Equity 188

Private Equity Healthcare Equities Portfolio 188

JD Supra: Mergers

MARCH 12, 2024

The year 2023 will be remembered as a challenging one for private equity (PE), with complexities to navigate on many fronts. Although overall transaction volume was significantly down, private equity funds still found. By: Akin Gump Strauss Hauer & Feld LLP

Private Equity 197

Private Equity Equities Debt Valuation 197

JD Supra: Mergers

SEPTEMBER 27, 2023

21, 2023, sued a private equity firm in the U.S. The Federal Trade Commission (FTC) on Sept. District Court for the Southern District of Texas over an alleged decade-long "roll-up" strategy to consolidate anesthesiology practices in Texas. By: Holland & Knight LLP

Private Equity 171

Private Equity Equities Portfolio Trading 171

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 100

Private Equity M&A Capital Investment 100

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? They covered the current private equity landscape, strategies for creating value, industry trends, various investment structures, and more.

Private Equity 171

Private Equity Equities Capital Mergers and Acquisitions 171

JD Supra: Mergers

FEBRUARY 27, 2024

Since 2020, a steadily increasing number of middle-market private equity deals have included equity rollovers. ​​​​​​​ Given the current acute challenges in arranging acquisition financing on palatable terms and a continued focus on ensuring alignment between private equity (PE) investors and portfolio company management, the use of rollover equity (..)

Equities 165

Equities Private Equity Middle Market Portfolio 165

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 188

Portfolio M&A Capital Market Equities 188

JD Supra: Mergers

MAY 22, 2024

On 13 May, a federal district court judge dismissed the Federal Trade Commission’s (FTC) antitrust case against private equity firm Welsh, Carson, Anderson & Stowe and affiliated entities (Welsh Carson). The FTC’s case alleged that Welsh Carson, along with its portfolio company, US Anesthesia Partners, Inc.

Private Equity 165

Private Equity Equities Portfolio Trading 165

JD Supra: Mergers

MAY 8, 2024

The recent Request for Information by the Federal Trade Commission (FTC), Department of Justice (DOJ) and Department of Health and Human Services (HHS) seeking input on the effects of private equity (PE) investment in the healthcare sector underscores the importance of an effective compliance program.

Private Equity 177

Private Equity Equities Portfolio Healthcare 177

CNBC: Investing

MAY 15, 2024

The Omaha-based conglomerate tweaked his energy exposure last quarter, along with other changes in its equity portfolio.

Portfolio 102

Portfolio Equities IT 102

OfficeHours

JUNE 6, 2023

Private equity is an investment asset class that has gained significant prominence and popularity in recent decades. However, private equity can seem complex and intimidating to beginners who are unfamiliar with its fundamentals. The Different Types of Private Equity Firms Private equity firms come in different sizes and strategies.

Private Equity 147

Private Equity Equities Debt Investment 147

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 130

Portfolio Finance Finance Private Equity 130

OfficeHours

JUNE 2, 2023

When you first decide to enter the world of private equity, you will undoubtedly be more overwhelmed than you were when you entered investment banking recruiting. Below, I will outline some of the best private equity firms to work for in 2023. And with the firm recently closing a new $3.25

Private Equity 147

Private Equity Equities Middle Market Funds 147

JD Supra: Mergers

APRIL 25, 2025

The interview below is part of a McGuireWoods series featuring interviews with C-suite leadership of private equity-backed portfolio companies. By: McGuireWoods LLP

Private Equity 165

Private Equity Portfolio Equities 165

Global Banking & Finance

MARCH 25, 2024

Private Equity Firms Embrace AI for Their Portfolio Companies By Drake Paulson, VP Strategic Partnerships, Anduin The integration of Artificial Intelligence (AI) into business operations has moved beyond mere speculation to tangible ROI.

Private Equity 81

Private Equity Portfolio Equities Investment Manager 81

CNBC: Investing

MAY 2, 2024

The 93-year-old icon might spell out at Berkshire's annual meeting this weekend some of the recent moves in his giant equity portfolio.

Portfolio 111

Portfolio Bank Banking Equities 111

Private Equity Info

JANUARY 23, 2024

Access untapped M&A deal flow by searching for aged private equity-backed portfolio companies that may be seeking an exit.

Portfolio 111

Portfolio Private Equity M&A Equities 111

Deal Lawyers

JUNE 14, 2024

For portfolio companies experiencing financial difficulties, credit support from PE sponsors may be essential in order for lenders to provide covenant relief or other accommodations to portfolio company borrowers. This excerpt discusses which entity […]

Private Equity 124

Private Equity Equities Portfolio 124

JD Supra: Mergers

APRIL 11, 2024

With increasing variation of transactions comes increasing variation of equity providers and their requests and requirements related to the governance of the investment vehicles they share with their independent sponsor partners. By: Holland & Knight LLP

Government 165

Government Portfolio Equities Shares 165

Private Equity Info

SEPTEMBER 4, 2024

We reported in July that private equity firms are delaying exits and holding portfolio companies longer to ensure they achieve the desired ROI from their investments.

Portfolio 95

Portfolio Private Equity Equities Investment 95

OfficeHours

JUNE 12, 2023

Working in private equity is highly attractive for many reasons, and many finance professionals who are not already in the field often look for ways to break in. One of the primary ways to do so is by landing an internship at a private equity firm you might want to work at.

Private Equity 147

Private Equity Equities Investment Valuation 147

OfficeHours

MAY 21, 2023

Private equity associates are the workhorses of any investment team. They are typically closest to the financial modeling, analytical work, and diligence that private equity firms perform. Each associate is typically tasked with monitoring a handful of portfolio companies. Learn the essential strategies for financial modeling.

Private Equity 130

Private Equity Equities Portfolio Financial Modeling 130

CNBC: Investing

OCTOBER 5, 2023

Portfolios that are split 60% toward equities and 40% toward fixed income were routed this week as price declines hit both asset classes.

Portfolio 112

Portfolio IT Equities Stock 112

The TRADE

APRIL 25, 2025

Chris Jackson has been promoted as Liquidnets new global head of equities, continuing his 10-year tenure with the firm. The move sees London-based Jackson departing from his role as global head of equity strategy and head of equities for EMEA, which he had held since August 2019.

Equities 52

Equities Sale Trading Media 52

OfficeHours

JUNE 6, 2023

The private equity industry has experienced significant growth in recent years, leading to a highly competitive job market for aspiring professionals, particularly at the associate level. Below, I will provide a comprehensive guide on how to stand out in the competitive private equity associate job market.

Private Equity 147

Private Equity Equities Financial Models Financial Modeling 147

CNBC: Investing

MARCH 21, 2024

The Federal Reserve lowered the cost of hedging your equity portfolio, and here's how.

Portfolio 103

Portfolio IT Equities Stock 103

JD Supra: Mergers

OCTOBER 14, 2024

Duckhorn Portfolio, a luxury wine company, announced that it was being acquired by Butterfly Equity, a Los Angeles-based private equity firm, for $1.95 billion in a cash transaction. Moët Hennessy, the luxury wine and spirits producer, announced a minority investment in French Bloom, a nonalcoholic sparkling wine brand.

Food 171

Food Finance Finance Private Equity 171

CNBC: Investing

NOVEMBER 4, 2023

The Omaha-based conglomerate said approximately 75% of is aggregate fair value was concentrated in five companies at the end of the third quarter.

Portfolio 144

Portfolio Equities Stock 144

CNBC: Investing

APRIL 19, 2024

The so-called balanced portfolio of 60% equities and 40% fixed income could use a rethink as rates remain high.

Portfolio 103

Portfolio Equities 103

Mergers and Inquisitions

MAY 15, 2024

Private equity value creation came on my radar a few years ago when I noticed something: Even though traditional PE deal roles were not doing well, “operational” or “value creation” teams still seemed to be recruiting. What Does the Private Equity Value Creation Team Do in Real Life? Why is PE Value Creation Suddenly “Hot”?

Private Equity 105

Private Equity Equities Consulting Recruitment 105

OfficeHours

AUGUST 9, 2023

To know if the buyside is right for you, let’s start with a textbook understanding of “What is private equity?” Private equity involves investing capital directly into private businesses that are not publicly traded on stock exchanges (that would be a hedge fund).

Private Equity 130

Private Equity Equities Investment Banking Investment 130

Private Equity Info

SEPTEMBER 14, 2023

The median holding period for private equity-backed portfolio companies is now 5.6 years, the highest value since Private Equity Info started tracking this metric in 2000.

Private Equity 104

Private Equity Equities Portfolio 104

Mergers and Inquisitions

MARCH 13, 2024

Over the past few decades, growth equity (GE) has gone from an afterthought to a major asset class for huge investment firms. Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity.

Private Equity 105

Private Equity Equities Capital Portfolio 105

JD Supra: Mergers

AUGUST 29, 2024

These portfolios present challenges for financings, including issues with valuation, enforcement, and liquidation.

Private Equity 165

Private Equity Portfolio Finance Finance 165

JD Supra: Mergers

JANUARY 17, 2025

Private equity sponsors and their healthcare portfolio companies are expected to ride the tailwind of an M&A rebound. Long-term capital gains tax rates will likely remain unchanged, or possibly drop. By: DLA Piper

Healthcare 177

Healthcare Private Equity Portfolio M&A 177

CNBC: Investing

AUGUST 10, 2023

Investment strategist Daniel Skelly said he added the chipmaker to the firm's equity model portfolio.

Portfolio 98

Portfolio Management IT Equities 98

JD Supra: Mergers

SEPTEMBER 13, 2024

Patience is proving to be a virtue for a private equity industry that began 2024 sitting on more than 28,000 portfolio companies valued at more than $3 trillion, according to a report by Bain & Company, as average hold periods extend markedly beyond the traditional three- to five-year horizon. By: Goodwin

Private Equity 171

Private Equity Portfolio Equities 171