JD Supra: Mergers

AUGUST 17, 2023

What legislation governs the establishment and operation of Alternative Investment Funds? In Canada, the term “alternative investment fund” or AIF is not a term of art. Canadian securities laws distinguish between collective investment vehicles that are “investment funds” and those that are not investment funds.

Funds 130

Funds Investment Government Securities 130

JD Supra: Mergers

NOVEMBER 19, 2024

This fall, Latham’s Investment Funds Practice provided guidance on financing options and considerations for funds and portfolio companies in the second installment of the Private Funds Breakfast Series.

Portfolio 161

Portfolio Funds Finance Finance 161

JD Supra: Mergers

NOVEMBER 26, 2024

Securities and Exchange Commission (SEC) adopted amendments to certain registered investment companies (funds) reporting requirements. On August 28, the U.S. The SEC originally proposed the amendments on November 2, 2022. By: Troutman Pepper

Investment Manager 167

Investment Manager Investment Management Funds 167

JD Supra: Mergers

JANUARY 26, 2024

Small Business Administration (SBA) published a direct and final rule (the rule), including substantive and technical amendments and clarifications to the Small Business Investment Company Investment Diversification and Growth Rule implemented on August 17, 2023 (SBIC IDG Final Rule). By: Troutman Pepper

Investment 172

Investment Business Funds Management 172

JD Supra: Mergers

JANUARY 31, 2025

and certain of its investment advisors and funds (collectively, KKR) systematically flouted the [notification and reporting] requirements of the Hart-Scott-Rodino Act (HSR Act or Act) by: (1) failing to make an HSR filing for two transactions; (2) altering documents in HSR filings for eight transactions; and (3) systematically omitting required.

Corporation 161

Corporation Funds Investment IT 161

JD Supra: Mergers

JUNE 11, 2024

Foreign Direct Investment (FDI) is a driving force behind global economic growth and development, acting as a lifeline of funding for nations around the world. Imagine a company from one corner of the globe setting up shop or acquiring a business in another – that’s FDI in action.

Investment 196

Investment Economics Trading Funds 196

JD Supra: Mergers

OCTOBER 3, 2024

3129), which would have required private equity funds and hedge funds to obtain consent before entering into certain healthcare transactions. 3129 into law, certain investments in a healthcare facility, provider, or provider. Gavin Newsom vetoed California Assembly Bill 3129 (A.B. Newsom signed A.B.

Healthcare 161

Healthcare Investment Private Equity Consulting 161

Mergers and Inquisitions

DECEMBER 4, 2024

This partially explains why sports investment banking has become a hot field, with JP Morgan and Goldman Sachs launching their own sports coverage groups. But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector.

Investment Banking 105

Investment Banking Banking Bank Investment 105

JD Supra: Mergers

FEBRUARY 12, 2024

To address the limitations of the current temporary marketing permission regime (“TMPR”), which permits EEA funds marketed in the UK before Brexit to continue to access the UK market, the UK government introduced the overseas funds regime (“OFR”). By: Cadwalader, Wickersham & Taft LLP

Government 172

Government Funds Retail Investors 172

JD Supra: Mergers

DECEMBER 19, 2024

In our recent alert Loan Origination Under AIFMD2: A Guideon loan origination under the revised Alternative Investment Fund Managers Directive (AIFMD2), we noted that the European Securities and Markets Authority (ESMA) would consult on further measures required to implement AIFMD2. By: Goodwin

Funds 155

Funds Consulting Management Investment 155

JD Supra: Mergers

FEBRUARY 28, 2025

The Acting SEC Chairman announced regulatory priorities designed to help companies raise capital, widen investment options available to retail investors, and reduce regulatory burdens on smaller public companies. By: Latham & Watkins LLP

Capital 167

Capital Investment Retail Investors 167

Deal Lawyers

NOVEMBER 28, 2023

Family offices have become increasingly important players in the space traditionally occupied by private equity and venture capital funds. These excerpts summarize some of the Survey’s […]

Private Equity 124

Private Equity Equities Funds Investment 124

JD Supra: Mergers

APRIL 12, 2024

Proskauer’s Hedge Fund Trading Guide offers a concise, easy-to-read overview of the trading issues and questions we commonly encounter when advising hedge funds and their managers. By: Proskauer - Regulatory & Compliance

Trading 167

Trading Funds Management Investment 167

JD Supra: Mergers

JUNE 12, 2023

On Tuesday June 6, 2023, the PGA Tour, DP World Tour, and the Public Investment Fund (PIF) announced an agreement to combine PIF’s golf-related commercial businesses and rights (including LIV Golf) with the commercial business assets and rights of the PGA Tour and DP World Tour into a new, collectively owned, for-profit entity.

Funds 130

Funds Investment Profitability Business 130

JD Supra: Mergers

JANUARY 9, 2025

Key Points - Sovereign-related investors, more commonly referred to as sovereign wealth funds, have increasingly made the Middle East a global center of wealth and investment. By: Skadden, Arps, Slate, Meagher & Flom LLP

Funds 167

Funds Business Investors Investment 167

CNBC: Investing

MAY 18, 2024

Hedge funds took a diversified approach to technology investing in the first quarter as the sector built on its rally from 2024.

Funds 119

Funds Investment IT 119

Deal Lawyers

JUNE 20, 2023

In recent years, PE fund general partners have increasingly moved certain assets into continuation funds, which allow them to continue to hold the investments while offering limited partners the option to either roll-over their investments into the continuation fund, liquidate their investments or engage in some combination of both alternatives.

Private Equity 140

Private Equity Funds Equities Investment 140

JD Supra: Mergers

APRIL 10, 2024

Acquisitions of private fund sponsors can be accretive for large asset managers, providing access to attractive investment strategies with equally attractive margins, which can be deployed in new ways on larger platforms. 2023 may have been a surge, but even the first two months of 2024 seem like a tidal wave.

M&A 155

M&A Funds Asset Management Acquisitions 155

JD Supra: Mergers

JULY 11, 2024

By: Polsinelli

Private Equity 155

Private Equity Investment Government Funds 155

JD Supra: Mergers

FEBRUARY 20, 2025

The insurtech industry experienced some challenges in 2024, with notable shifts in funding, deal activity, and strategic investments, according to CB Insights State of Insurtech 2024 report. The report highlights a number of key trends shaping the industry. By: Mayer Brown Free Writings + Perspectives

Funds 195

Funds Investment 195

JD Supra: Mergers

NOVEMBER 27, 2024

Join Attilio Mazzilli to learn about: Key software-based verticals A common barrier to funding and how to streamline the process. By: Orrick, Herrington & Sutcliffe LLP

Investment 155

Investment Funds 155

JD Supra: Mergers

FEBRUARY 25, 2025

Our Investment Funds Team reviews new templates from the Institutional Limited Partners Association (ILPA) for the private funds and private equity industries. By: Alston & Bird

Private Equity 161

Private Equity Funds Equities Investment 161

JD Supra: Mergers

APRIL 1, 2024

The California legislature is considering a bill that could severely impact the ability for private equity companies and hedge funds to operate in the California health care industry.

Private Equity 177

Private Equity Equities Funds Investment 177

Growth Business

NOVEMBER 23, 2023

Other than the US and India, there is no other country attracting the numbers of VC investment in the sector. It invests in early-stage companies in software, SaaS, healthcare, fintech, security and media. Its UK funds primarily invest at Series A through to Series C, and typically lead rounds with cheques between £2m and £10m.

Investment 111

Investment Funds Capital Business 111

JD Supra: Mergers

OCTOBER 4, 2023

At the same time, we experienced an unprecedented accumulation of capital by private investment funds and other institutional investors. "In recent years, the value of professional sports leagues and teams has skyrocketed, as reflected by a number of record-breaking transactions. Recognizing these trends, many of the U.S.

Capital 167

Capital Investment Investors Funds 167

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. Investment banking requires more process and project management skills , while equity research requires stronger creativity and communication skills.

Investment Banking 64

Investment Banking Equities Banking Bank 64

OfficeHours

MAY 16, 2023

Hedge funds are significant players in financial markets given the size of their capital bases and the frequency of their trading. According to a report by Hedge Fund Research, Inc., as of the end of 2020, hedge funds managed approximately $3.6 trillion in assets globally.

Financial Market 130

Financial Market Funds Risk Management Trading 130

JD Supra: Mergers

MARCH 3, 2025

billion for a fund dedicated to investing in the transition to cleaner energy. This is about a third larger than its previous fund, reflecting increasing investor interest in the energy transition sector and shot of optimism in these changing times. Blackstone Inc. has announced that it has raised $5.6 By: Baker Botts L.L.P.

Funds 167

Funds Investors Investment IT 167

CNBC: Investing

MAY 29, 2024

Cathie Wood's ARK Invest has taken a stake in Elon Musk's startup xAI as she deepens her big bet on artificial intelligence.

Investment 121

Investment Funds 121

CNBC: Investing

SEPTEMBER 9, 2024

Assets in money market funds hit $6.3 trillion the week ended Wednesday, another record high, according to the Investment Company Institute.

Funds 127

Funds IT Investment 127

Deal Lawyers

DECEMBER 5, 2024

Earlier this year, I blogged about the NFL’s decision to open its franchises up to investment by a select group of private equity funds. According to this Institutional Investor article, those funds are chomping at the bit to get a piece of the NFL’s action, and it says that they like the NFL for the […]

Private Equity 113

Private Equity Equities Funds Investors 113

Financial Times - Banking

FEBRUARY 3, 2025

1869 scheme will invest in the Wall Street banks private market vehicles

Investment 102

Investment Funds Banking Bank 102

Growth Business

OCTOBER 24, 2023

By Dom Walbanke on Growth Business - Your gateway to entrepreneurial success British start-ups have attracted $15bn of venture capital investment so far this year – the highest in Europe – according to research. In Q3 alone, $4.9bn was invested into UK start-ups – a 14 per cent uplift from Q2.

Capital 116

Capital Funds Investment Accountant 116

Beyond M&A

FEBRUARY 19, 2025

Theres a version of Tech Due Diligence that is inherently collaborative because it involves working openly with the target company and the investment bank. Why Team Issues Matter If theres a team issue , it becomes even more important post-investment. Once a company secures funding or undergoes a buyout, team expansion is inevitable.

M&A 130

M&A Investors IT Debt 130

JD Supra: Mergers

NOVEMBER 21, 2024

By: Cadwalader, Wickersham & Taft LLP

Funds 161

Funds Investment Management Investors 161

JD Supra: Mergers

JULY 10, 2023

The days of funding growth at all costs are over, particularly for late-stage businesses. Investors are looking for strong unit economics at the gross-margin level, proven return on investment, customer retention and product-market fit. By: McDermott Will & Emery

Investors 130

Investors Funds Economics Investment 130

JD Supra: Mergers

AUGUST 29, 2024

Executive Summary - Over the last several years, a need has arisen in the fund finance market, which caters to private equity, venture capital, family offices, and other investment funds (“Funds”) and their sponsors, for financing to support and leverage investment portfolios of highly concentrated asset pools or even single assets, in each case, with (..)

Private Equity 161

Private Equity Portfolio Finance Finance 161