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 165

Portfolio Funds Finance Finance 165

JD Supra: Mergers

FEBRUARY 7, 2025

In this episode of Venture Voices, Deangeor Chin and Raquel Smith of Lowensteins Africa practice speak with Jemimah Orevaoghene, a Venture Capital Director at Morgan Stanley and Africa portfolio leader, about her unique experience investing both professionally and personally. She also provides. By: Lowenstein Sandler LLP

Investment 165

Investment Portfolio Investors Capital 165

CNBC: Investing

MARCH 19, 2025

How Morgan Stanley Investment Management's Jim Caron is investing right now

Investment Manager 125

Investment Manager Management Investment Portfolio 125

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 147

Private Equity Consulting Portfolio Equities 147

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

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

CNBC: Investing

AUGUST 28, 2024

With a few tweaks to a balanced portfolio, investors who are in or near retirement could squeeze some more income out of their investments.

Portfolio 112

Portfolio Investors Investment 112

PE Hub

NOVEMBER 7, 2023

The portfolio comprises 20 limited partnership interests, a majority of which are North American but also includes European buyout funds. The post Ardian scoops up $2.1bn portfolio from CPP Investments appeared first on PE Hub.

Portfolio 83

Portfolio Investment Funds 83

TechCrunch: M&A

MAY 15, 2023

Ling’s role at the company focuses on VC investments, strategic M&A and business development. And there’s a lot to look at there; Binance Labs, the exchange’s VC arm, has a portfolio valued at about $9 billion right now, Ling shared. So the investments that we do are basically across the board. And how has performance been?

M&A 258

M&A Bank Banking Portfolio 258

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

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 130

Portfolio Business Mergers and Acquisitions M&A 130

CNBC: Investing

FEBRUARY 23, 2024

Those who want to live off the income generated by their investments, without selling any stocks, may want to reconsider how their portfolio is set up.

Portfolio 107

Portfolio Stock Investment 107

CNBC: Investing

NOVEMBER 24, 2024

Warren Buffett, a renowned junk food lover, just bought into a pizza chain whose shares are trading near their cheapest level of the year.

Food 139

Food Portfolio Investment Trading 139

Focus Investment Banking

NOVEMBER 21, 2024

Washington, DC, (November 21, 2024) – FOCUS Investment Banking is pleased to announce the addition of Conor Miller as a Managing Director. Conor drove operational scaling, expanded intellectual property portfolios, and strategically positioned the company for acquisition by Dometic.

Investment Banking 52

Investment Banking Management Bank Banking 52

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

PE Hub

NOVEMBER 7, 2023

The post Ardian acquires $2.1bn PE portfolio from CPP Investments; Lincoln Road scoops up landscaping deals appeared first on PE Hub. Lincoln Road bets on landscaping services.

Portfolio 83

Portfolio Investment 83

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

Growth Business

JANUARY 22, 2025

With the right investment partner, bootstrapped businesses can be propelled to a new level of success. While traditional venture capital may be an option for some, it means being part of a portfolio which operates on a hits model. Timing, experience and investment approach are key considerations when selecting an investor.

Investors 98

Investors Business Portfolio Investment 98

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

JANUARY 7, 2024

For those looking to set new goals and adjust portfolios, here are some investing tips from none other than Warren Buffett to consider.

Investment 115

Investment Portfolio 115

The TRADE

DECEMBER 14, 2023

Portfolio trading as a concept has exploded in the last few years, egged on by market conditions and volatility brought on by the pandemic and other macroeconomic factors. Portfolio trades have historically helped many institutions to move big blocks of risk. billion in total portfolio trading volume in Q3 2023, up 11.1%

Portfolio 104

Portfolio Trading IT Bulge Bracket 104

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 Moët Hennessy, the luxury wine and spirits producer, announced a minority investment in French Bloom, a nonalcoholic sparkling wine brand. billion in a cash transaction.

Food 171

Food Finance Finance Private Equity 171

How2Exit

OCTOBER 8, 2023

With his extensive experience in acquiring and operating software businesses, Kevin shares his expertise on the key aspects of M&A, the investment thesis of Big Band Software, and the importance of culture and tech stack in the acquisition process. Hiring is hard. They could benefit from our expertise and ownership.

Profitability 130

Profitability Portfolio Mergers and Acquisitions M&A 130

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. Investment managers […]

Private Equity 81

Private Equity Portfolio Equities Investment Manager 81

Beyond M&A

SEPTEMBER 18, 2023

Investment and Cybersecurity: More Connected Than Ever The connection between business success and its digital weaknesses is inextricable. Hence, IT leaders at portfolio firms must protect the platforms they create and the internal IT systems simultaneously. Investment and cybersecurity are closely intertwined.

Investment 147

Investment Profitability Business M&A 147

The TRADE

NOVEMBER 22, 2023

SimCorp has introduced a new cloud-native performance attribution solution as part of the inaugural offering from its new Investment Analytics Platform. Our new investment analytics service enables users to perform advanced investment performance analytics on the fly, with calculations delivered in just a few seconds.”

Investment 111

Investment Investment Manager Portfolio Management Management 111

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 165

Acquisitions Portfolio Investment 165

PE Hub

SEPTEMBER 14, 2023

EverService is a portfolio company of Sunstone Partners. The post Audax Strategic Capital invests in B2B company EverService appeared first on PE Hub.

Capital 92

Capital Investment Portfolio 92

CNBC: Investing

APRIL 18, 2024

Putting overseas fixed income into an investment lineup can add diversification, boost returns and help limit total bond risk.

Portfolio 110

Portfolio Investment 110

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

PE Hub

DECEMBER 6, 2023

This investment is the latest add-on to Riverside portfolio company ToolWatch. The post Riverside Company invests in time tracking software provider busybusy appeared first on PE Hub.

Investment 83

Investment Portfolio 83

CNBC: Investing

FEBRUARY 25, 2025

Cash instruments can be steady investments with solid income, but investors should be thoughtful about their allocations.

Portfolio 121

Portfolio Investors Investment 121

The TRADE

SEPTEMBER 4, 2023

Prior to joining Union, Hock spent three years at Barclays as head of equity execution sales, four years at Tungsten Capital Management as head of portfolio trading and management, and two and a half years at Ferox Capital Management in a similar role.

Investment 115

Investment Equities Trading Asset Management 115

PE Hub

SEPTEMBER 19, 2023

In his new role, Ahuja will focus on leading new platform and add-on acquisition investments and managing the firm’s portfolio company investments. The post RFE Investment Partners appoints Ahuja as principal appeared first on PE Hub.

Investment 79

Investment Portfolio Acquisitions Management 79

The TRADE

JULY 25, 2023

Clearwater Analytics is set to launch a new generative artificial intelligence solution aimed at improving the way institutional clients analyse investment data and respond to changing market dynamics. Participating clients will be able to gain insights and performance comparisons throughout the investment lifecycle.

Investment Manager 98

Investment Manager Management Investment Asset Management 98

CNBC: Investing

MAY 14, 2024

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

Portfolio Management 119

Portfolio Management Management Portfolio Funds 119

Growth Business

AUGUST 23, 2023

By Timothy Adler on Growth Business - Your gateway to entrepreneurial success Capital invested by venture capital trusts increased by 8 per cent last year to £664m. VCTs invested in 345 early-stage companies during 2022. Investments are also exempt from capital gains and dividend tax.

Investment 98

Investment Capital Funds Portfolio 98