Eyes on the exit: Selling PE portfolio companies in complex markets
JD Supra: Mergers
MARCH 19, 2025
By: White & Case LLP
Bootstrap your business and then find yourself an investor
Growth Business
JANUARY 22, 2025
Founders that have successfully built bootstrapped companies are notoriously careful when it comes to choosing an investor, and rightly so. It is fundamental that these companies find the right investor. While traditional venture capital may be an option for some, it means being part of a portfolio which operates on a hits model.
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How 'quiet luxury' is subtly taking over investor portfolios
CNBC: Investing
JANUARY 29, 2024
Quiet luxury was one of last year's biggest viral fashion trends, but unlike other short-lived fads, this one has made its way into investor portfolios.
Portfolio 143
143 
Blackrock says bitcoin will be a good portfolio diversifier despite its recent rally with stocks
CNBC: Investing
MARCH 25, 2024
Robert Mitchnick, BlackRock's digital assets lead, discusses what bitcoin correlations and risk mean for investors' portfolio construction.
Portfolio 145
145 
Robinhood snaps up Pluto to add AI tools to its investing app
TechCrunch: M&A
JULY 1, 2024
Investment app Robinhood is adding more AI features for investors with its acquisition of AI-powered research platform Pluto Capital, Inc. Pluto […] © 2024 TechCrunch.
Investment 265
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Ron Insana: How investors ought to prepare their portfolios for November’s elections
CNBC: Investing
JULY 27, 2024
Ron Insana recommends investors keep some dry powder regardless of who wins the presidential election.
Investors 117
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Ray Dalio warns of 'great disruptions,' shares top tips for new investors
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.
Investors 145
145 
Ten Action Items for Healthcare Portfolio Companies in 2024
JD Supra: Mergers
JUNE 25, 2024
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.
Healthcare 171
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UBS expects a comeback for the 60/40 portfolio — and warns investors to limit cash
CNBC: Investing
MAY 31, 2024
The 60/40 portfolio tends to outperform over the long term, according to UBS.
Portfolio 110
110 
How to retool your 60/40 portfolio for income generation, per BlackRock
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 110
110 
How to keep your portfolio steady in volatile times as the election approaches
CNBC: Investing
OCTOBER 29, 2024
Market volatility is expected to pick up as Election Day approaches, but investors can take a few steps to help prepare their portfolios.
Portfolio 108
108 
The Role of Private Equity Consulting in Portfolio Company Growth Strategies
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
147 
Cross-Site Scripting (XSS) Attacks: What Investors Need to Know
Beyond M&A
SEPTEMBER 20, 2023
For a portfolio company, it could lead to significant financial losses, loss of trust, and potentially, legal consequences. Cross-Site Scripting – Remediation Fixing XSS vulnerabilities is crucial – from an investor’s perspective, it means spending time and resources to fix the software.
Investors 147
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Trending Enforcement Targeting Private Equity Healthcare Portfolios Provides Important Compliance Reminder
JD Supra: Mergers
AUGUST 1, 2024
However, with the growing presence of private equity in healthcare, investors should expect increased scrutiny by the Department of Justice (DOJ) and other agencies. In fact, in those ten years, private equity firms have spent roughly $1 trillion on an estimated 8,000 healthcare deals. This trend is only expected to increase through 2024.
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‘Big Short’ investor Michael Burry reshuffles portfolio, adds hedges on China holdings
CNBC: Investing
NOVEMBER 14, 2024
Burry, who now manages hedge fund Scion Asset Management, boosted his stakes in a few Chinese internet companies' ADRs.
Asset Management 120
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A new era is coming for dividend stocks — and it's good news for income investors, says portfolio manager
CNBC: Investing
JANUARY 12, 2024
More companies are going to offer dividends, predicts author and portfolio manager Daniel Peris.
Preemptive Diligence: A Founder’s Solution to Preparing for Investor Scrutiny.
Beyond M&A
OCTOBER 2, 2023
Notably, many of these issues revolve around cybersecurity, a topic of paramount importance to investors. Unfortunately, these problems often go undetected until the due diligence process is well underway—often too late for founders and investors to correct without significant effort. Enter the case for Preemptive Diligence.
Investors 147
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Ujwal Velagapudi: Buying Unique Businesses and Building a Diverse Portfolio
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
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Supporting the Health of your Healthcare Organization
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. As a result, sellers may be incentivized to explore market opportunities without requiring investors to gross-up purchase multiple premiums. By: DLA Piper
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Why PE Investors Care About Interest Rates
OfficeHours
OCTOBER 16, 2023
For private equity investors, interest rate movements can have a very significant impact on the outlook of their investments since PE uses such a large amount of debt to finance transactions. Some investors have tolerance for one type of payment over the other and may use one over the other in different situations.
Investors 130
130 
IT MSP Due Diligence – Comprehensive Guide for Investors and CxOs
Beyond M&A
SEPTEMBER 13, 2023
Not good news for potential investors and an easy ‘red flag’ for us to raise during Technology Due Diligence. Yet I meet numerous investors whose portfolio company has been attacked/hacked post-deal; whilst no one can guarantee 100% protection for these growing firms, its essential to address the known gaps.
Investors 147
147 
10-20-2023 Newsletter: Why PE Investors Care About Inflation
OfficeHours
OCTOBER 20, 2023
For private equity investors who have been monitoring the situation around inflation for the last few months to a year, many have been disappointed to see the slow trajectory with which inflation has been coming down from highs. Currently, inflation in the U.S. Explore the role of private equity now.
Investors 130
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BlackRock shifted billions into this active ETF. Here’s why it matters to regular investors
CNBC: Investing
MAY 8, 2024
Equity Factor Rotation ETF has surged to more than $7 billion in assets after a model portfolio change in March. BlackRock's U.S.
Investors 127
127 
Navigating Market Volatility with a Dynamic Portfolio StrategyÂ
Global Banking & Finance
DECEMBER 17, 2024
By Surajit Saha Investors and asset managers seek strategies that balance risk and growth during market volatility. Traditional portfolio models, like the 60/40 equity bond asset allocation, have been decades-long staples but are increasingly challenged by prolonged low interest rates, inflation, and unpredictable market shifts.
Portfolio 76
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Investors should take a look at these high-yield bond ETFs with tax advantages, Bank of America says
CNBC: Investing
FEBRUARY 20, 2024
Investors are overlooking municipal bonds as they shake up their fixed income portfolios, according to a Bank of America strategist.
Investors 106
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Value investor Bill Nygren looking outside of crowded megacap tech, adds cheap financial stock
CNBC: Investing
SEPTEMBER 23, 2024
Bill Nygren, portfolio manager at Oakmark Funds for 40 years, said he is picking cheap stocks outside the dominant tech sector.
These dividend-paying stocks could help boost your portfolio, according to investor Kevin Simpson
CNBC: Investing
APRIL 10, 2024
Investor Kevin Simpson doesn't just look for names with high payouts. Here's his strategy and some of his top picks.
Investors 83
83 
Navigating Tech Due Diligence in the Era of Advanced AI: A Guide for Investors
Beyond M&A
MAY 14, 2023
This shift necessitates a fresh understanding of what to look for, how AI impacts intellectual property (IP), and what this means for investors. Let’s explore the key changes and provide some actionable tips for investors on why tech due diligence is more critical than ever in this brave new world of AI.
Investors 130
130 
Use of Equity Rollovers Continues to Rise Amid Market Uncertainty
JD Supra: Mergers
FEBRUARY 27, 2024
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 continues to be a key deal feature in acquisitions backed by PE investors. By: Goodwin
Equities 165
165 
Investors see 2023 gain as a bear market bounce and expect a recession next year, CNBC survey shows
CNBC: Investing
SEPTEMBER 27, 2023
We polled 300 CIO, equity strategists and portfolio managers about where they stood on the markets for the rest of 2023 and beyond.
Nvidia isn't the only game in town. Investors advise against overlooking these other AI beneficiaries
CNBC: Investing
SEPTEMBER 4, 2023
Portfolio managers say it's hard to pinpoint who the clear challenger to Nvidia will be, but the chipmaker won't be the only dominant player in town forever.
Six things to reflect on for creditors considering a share pledge enforcement
JD Supra: Mergers
APRIL 5, 2024
In the current market, investors are increasingly considering their options in relation to the stressed and distressed credits in their portfolios.
Shares 171
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Where investors might hide out if inflation continues to reaccelerate
CNBC: Investing
APRIL 10, 2024
Investors should focus on quality companies with high pricing power and adjust their duration risk in bonds, according to strategists and portfolio managers.
Investors 81
81 
10-23-2023 Newsletter: Why Take-Private Dealmaking Remains Attractive for PE Investors
OfficeHours
OCTOBER 23, 2023
However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets. According to the Institutional Investor, 81% of value in all transactions in 2023 so far were take-private deals (compared to 20% seen in a typical year).
Investors 130
130 
Never mind the 60/40 portfolio. There may be a case for a 50/30/20 allocation
CNBC: Investing
OCTOBER 30, 2024
Investors seeking to diversify from a stock and bond market that are each flashing cautionary signals are starting to look at alternatives.
Portfolio 125
125 
How Private Equity Firms Select Investment Targets and Build Capital: Insights for Entrepreneurs
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?
Private Equity 171
171 
Jemimah Orevaoghene: A Lesson on Investing with your Sixth Sense
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.
Investment 165
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Why PE Investors Care About Inflation
OfficeHours
OCTOBER 16, 2023
For private equity investors who have been monitoring the situation around inflation for the last few months to a year, many have been disappointed to see the slow trajectory with which inflation has been coming down from highs. Currently, inflation in the U.S. Inflation can also impact a private equity firm’s exit strategy for an investment.
Investors 100
100 
5 cheap stocks to buy on any pullback, according to investor Sarat Sethi
CNBC: Investing
MARCH 6, 2024
Now is the time to diversify your portfolio beyond flashy tech plays, according to Sarat Sethi, portfolio manager of Douglas C. Lane & Associates.
Ramp up portfolio income – and save on taxes – with these assets
CNBC: Investing
MARCH 26, 2025
Portfolio returns are harder to come by these days, but eagle-eyed investors may be able to spot a few tax savings opportunities.
Portfolio 59
59 
Why Vanguard likes a 40/60 portfolio to boost returns over the next decade
CNBC: Investing
JANUARY 14, 2025
Investors looking for better risk-adjusted returns over the next 10 years may want to consider increasing their bond allocations, according to Vanguard.
Portfolio 109
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Building a Fun and Profitable Portfolio of B2B SaaS Companies with Kevin McArdle
How2Exit
OCTOBER 8, 2023
Unlike traditional private equity firms, Big Band Software takes a long-term approach to its investments, aiming to build a portfolio of great businesses with no expectation of selling them. Hiring is hard. rn McArdle states, "The dream business is one that's big, growing, profitable, has the team.
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