JD Supra: Mergers

MARCH 10, 2025

Our Global Fund Finance practice recently sponsored and attended the 2025 Global Fund Finance Symposium. Hosted annually by the Fund Finance Association, these conferences bring together key players in the fund finance market, including investors, fund managers, bankers, and lawyers. By: DLA Piper

Finance 165

Finance Finance Funds Investors 165

TechCrunch: M&A

MAY 6, 2024

As DocuSign reportedly explores a sale to private equity, it’s acquiring a company itself. On Monday, DocuSign (which now prefers to go by Docusign, with a lowercase “S,” a PR rep from the company tells me) announced that it’s buying Lexion, a contract workflow automation startup, for $165 million.

Private Equity 317

Private Equity Management Sale Equities 317

JD Supra: Mergers

SEPTEMBER 26, 2023

UK & European Financial Services M&A: Sector trends H2 2022 | H1 2023 — Asset/Wealth Management - Sub-sector M&A activity levels soar—market moving deals across wealth management, financial planning, fund management, debt servicing, trust administration, direct lending and private equity funds in the last 12 months.

Management 165

Management Private Equity Financial Services Debt 165

TechCrunch: M&A

OCTOBER 5, 2023

billion to acquire SP Plus, a provider of parking facility management services, in a combination of equity and debt. Eldridge Capital and 3L Capital co-led the tranche with participation from BDT & MSD Partners’ affiliated credit funds, Vista Credit Partners, Temasek, Slow Ventures and Assembly […]

Debt 337

Debt Funds Capital Equities 337

CNBC: Investing

NOVEMBER 24, 2024

'This round of the policy pivot is quite significant,' Theresa Zhou, a fund manager at Fidelity International, told CNBC.

Funds 121

Funds Management Shares 121

CNBC: Investing

NOVEMBER 22, 2023

For investors seeking to follow the smart money, here are the stocks that mattered the most to these hedge fund managers.

Funds 137

Funds Management Stock Investors 137

CNBC: Investing

JULY 24, 2024

Hedge fund manager Dan Niles sees this week's tech sell-off as confirmation the trade is in significant trouble.

Funds 128

Funds Management IT Trading 128

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 159

Funds Consulting Investment Management 159

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 171

Investment Manager Investment Management Funds 171

JD Supra: Mergers

MARCH 12, 2025

Q: What led to the decision to raise your first fund? Constance Freedman: In 2008, I began building my track record at Second Century Ventures, the predecessor fund to Moderne Ventures. By: McGuireWoods LLP

Management 171

Management Funds IT 171

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 171

Trading Funds Investment Management 171

CNBC: Investing

MAY 15, 2024

Burry, who now manages hedge fund Scion Asset Management, bought more than 440,000 units of the Sprott Physical Gold Trust (PHYS).

Funds 145

Funds Asset Management Investors IT 145

TechCrunch: M&A

MAY 16, 2023

million in funding from Gilot, IBI and a number of individuals. Confirmed: IBM acquires Polar Security for $60M to automate cloud data management by Ingrid Lunden originally published on TechCrunch We have reached out to representatives for both companies to see if we can confirm any of these details.

Securities 221

Securities Management Acquisitions IT 221

JD Supra: Mergers

FEBRUARY 23, 2024

The primary purpose of a capital call facility is to provide bridge financing to a fund borrower that may be drawn upon, in lieu of calling capital, to make investments in accordance with the fund’s business purpose.

Finance 177

Finance Finance Management Funds 177

JD Supra: Mergers

NOVEMBER 21, 2024

On 14 November 2024, Chancellor Rachel Reeves delivered her inaugural Mansion House 2024 speech, announcing a collection of reforms designed to drive growth and competitiveness in the financial services sector. By: Goodwin

Financial Services 165

Financial Services Management Funds 165

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 159

M&A Funds Asset Management Acquisitions 159

CNBC: Investing

MARCH 7, 2025

Sixty-five percent of large-cap fund managers underperformed their benchmark in 2024. The long-term performance is worse: 84% underperformed after 10 years.

Management 122

Management IT Funds 122

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 Hedge funds can take concentrated positions.

Financial Market 130

Financial Market Funds Risk Management Trading 130

How2Exit

FEBRUARY 10, 2025

Watch Here About the Guest: Sanket Bhasin is an experienced entrepreneur and the managing partner of Spring Street Capital, a New York-based software-focused search fund. Why Search Funds? E267: Why Buying a Business Beats Starting One – Buy Your Way to Success!

Business 130

Business Funds Acquisitions Healthcare 130

CNBC: Investing

JANUARY 4, 2024

Cliff Asness' longest running multistrategy fund at AQR Capital Management returned 18.5% last year, net of fees.

Funds 133

Funds Capital Management 133

JD Supra: Mergers

OCTOBER 4, 2024

On September 28, 2024, California Governor Gavin Newsom vetoed AB 3129, which would have required qualifying private equity groups, hedge funds, and any associated portfolio companies to notify and obtain written consent from the California Attorney General (the AG) at least 90 days before closing healthcare transactions with certain healthcare facilities (..)

Healthcare 159

Healthcare Private Equity Management Portfolio 159

JD Supra: Mergers

MARCH 18, 2025

Managers are often able to secure more-flexible recycling provisions, enabling them to reinvest a wider range of proceeds, often within an overall cap on amounts. By: Goodwin

Funds 165

Funds Management Securities 165

CNBC: Investing

MAY 14, 2024

O'Neil was recently nominated for Morningstar's 2024 outstanding portfolio manager award for investing excellence.

Portfolio Management 113

Portfolio Management Management Portfolio Funds 113

CNBC: Investing

NOVEMBER 21, 2023

Funds that were willing to take a little credit risk and keep their duration short managed to stand out this year.

Funds 130

Funds Investors Management 130

JD Supra: Mergers

NOVEMBER 21, 2024

By: Cadwalader, Wickersham & Taft LLP

Funds 165

Funds Investment Management Investors 165

CNBC: Investing

AUGUST 15, 2024

U-Haul Holdings was one of several new positions built by Trian Fund Management in the second quarter, according to securities filings.

Funds 114

Funds Management Securities 114

JD Supra: Mergers

MAY 21, 2024

Debt finance plays a key role in all parts of the capital structure for private investment funds and their investors. By: Proskauer Rose LLP

Debt 165

Debt Finance Finance Private Equity 165

Global Newswire by Notified: M&A

APRIL 21, 2025

April 21, 2025 (GLOBE NEWSWIRE) -- AMG, a strategic partner to leading independent investment management firms globally, today announced that it has entered into a definitive agreement to acquire a minority equity interest in Verition Fund Management LLC (Verition), a global multi-strategy investment firm. WEST PALM BEACH, Fla.,

Management 59

Management Funds Investment Investment Manager 59

CNBC: Investing

MARCH 2, 2024

The Vanguard Energy Fund has a hybrid approach that invests in oil and renewables in an effort to play the energy transition.

Funds 115

Funds Investors Management Stock 115

JD Supra: Mergers

DECEMBER 15, 2023

When an investor chooses a private equity fund, it is a calculated gamble on that fund’s general partner and more specifically its managing principals and the members of the investment team (the “Key Persons”). A lender providing a subscription facility to a fund is also concerned with that fund’s management.

Private Equity 177

Private Equity Funds Investors Management 177

JD Supra: Mergers

MAY 24, 2024

A continuation fund is an entity fund set up by a sponsor in order to purchase an asset (or assets) from an existing fund managed by that sponsor.

Finance 171

Finance Finance Funds Sale 171

JD Supra: Mergers

MARCH 7, 2025

A review of fund and portfolio managers found a number of good practices, but also revealed the need for improvement in areas such as conflict management. On 5 March 2025, the FCA published the findings from its review of private market valuation practices. By: Latham & Watkins LLP

Valuation 171

Valuation Portfolio Management Portfolio Funds 171

How2Exit

JANUARY 29, 2024

b' E182: Pete Seligman: Navigating the World of Search Funds and ETA - Watch Here rn rn About the Guest(s): rn Pete Seligman is a search fund investor and entrepreneur based in Australia. With a background in engineering, finance, and project management, Pete brings a diverse skill set to his work.

Funds 130

Funds Investors Business Acquisitions 130

JD Supra: Mergers

OCTOBER 21, 2024

Equity Commitment Letters (ECL) are legal documents pursuant to which one party (typically the main fund or multiple funds managed by the sponsor) (the ECL Provider) commits to providing a certain amount of capital, usually cash, to another party (typically the borrower or borrowers owning the shares that back an underlying loan agreement) (the ECL (..)

Equities 171

Equities Funds Capital Shares 171

CNBC: Investing

OCTOBER 21, 2024

Many asset managers have been converting their mutual funds to ETFs in recent years, due in part to a 2019 SEC rule change.

Funds 100

Funds Asset Management Stock Management 100

Global Banking & Finance

FEBRUARY 6, 2024

China’s exchanges restrict stock selling by some hedge funds SHANGHAI/BEIJING (Reuters) – China’s stock exchanges are restricting share selling by some hedge funds, four fund managers and a broker said, in the latest attempt to stabilise a market that has slumped to five-year lows.

Funds 104

Funds Stock Broker Shares 104

Beyond M&A

FEBRUARY 19, 2025

Because in this case, the management team is proactively investing in an assessment, on their own dime, and is willing to explore every nook and cranny to uncover potential issues before investors do. However, the key difference is the mindset of the management teamthey want to know what they might be missing.

M&A 130

M&A Investors IT Debt 130