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

Portfolio IT Investors Stock 145

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 185

Portfolio M&A Capital Market Equities 185

TechCrunch: M&A

SEPTEMBER 16, 2024

Typeface, a generative AI startup focused on enterprise use cases, has acquired a pair of companies just over a year after raising $165 million at a $1 billion valuation.

Portfolio 236

Portfolio IT Valuation Management 236

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

SEPTEMBER 5, 2024

For example, sponsors are making incremental investments into portfolio companies or using portco balance sheet cash and/or stock to finance acquisitions of minority investments in or joint venture transactions with AI-focused companies. "We’re currently seeing a lot of follow-on investments into AI. By: Proskauer Rose LLP

Mergers and Acquisitions 315

Mergers and Acquisitions Acquisitions Portfolio Finance 315

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

CNBC: Investing

APRIL 2, 2024

An options strategy can complement an otherwise diversified portfolio, according to Ashton Lawrence, CFP and senior wealth advisor at Mariner Wealth Advisors.

Portfolio 111

Portfolio 111

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

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

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

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 116

Portfolio Bank Banking Equities 116

JD Supra: Mergers

JANUARY 8, 2024

the “Corporation”) acquired a portfolio company (the “Target”) of the Corporation’s alleged controlling shareholder. Zurn of the Delaware Court of Chancery dismissed derivative breach of fiduciary duty and other claims asserted by a plaintiff shareholder after nCino, Inc. City of Hialeah Employees’ Retirement System v. 2022-0846-MTZ (Del.

Portfolio 157

Portfolio Corporation Acquisitions 157

CNBC: Investing

APRIL 15, 2024

Avoid the urge to join in this latest bout of selling, and take a moment to retool your portfolio instead.

Portfolio 118

Portfolio Stock 118

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 169

Healthcare Portfolio Economics Investors 169

Deal Lawyers

JANUARY 16, 2024

.; 12/23), the Chancery Court rejected breach of fiduciary duty allegations against the directors of an acquiring company and its purported controlling stockholder arising out of the buyer’s purchase of the controller’s portfolio company. When the deal was announced, the buyer’s stock price […]

Portfolio 124

Portfolio Acquisitions Stock IT 124

CNBC: Investing

MAY 4, 2024

Berkshire Hathaway reported Saturday its first-quarter 2024 figures, revealing that most of the conglomerate's stock portfolio is focused on just five stocks.

Portfolio 118

Portfolio Stock IT 118

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 109

Portfolio Investors 109

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

JD Supra: Mergers

OCTOBER 18, 2024

As companies seek to deploy cash reserves and enhance their oil and gas portfolios, mergers and acquisitions (M&A) have become increasingly common. The US energy sector’s ongoing consolidation wave, which saw $250 billion worth of deals in 2023 and continues into the current year, is reshaping the industry landscape. By: Bracewell LLP

Mergers and Acquisitions 286

Mergers and Acquisitions Portfolio M&A Mergers 286

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

JD Supra: Mergers

APRIL 11, 2024

Holland & Knight's Independent Sponsors Team has seen an increasing number of independent sponsors taking part in transactions of seemingly all shapes and sizes.

Government 163

Government Portfolio Equities Shares 163

TechCrunch: M&A

OCTOBER 24, 2023

WordPress.com and Tumblr owner Automattic is adding another company to its portfolio with today’s news that it has acquired the all-in-one messaging app Texts.com for $50 million.

Portfolio 317

Portfolio IT Mergers and Acquisitions M&A 317

JD Supra: Mergers

NOVEMBER 15, 2024

In this episode, we are thrilled to be joined by Liz Campbell, Chief Investment Officer at Portfolio Advisors, a global private asset manager specializing in the US middle market.

Portfolio 163

Portfolio Middle Market Asset Management Management 163

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

AUGUST 1, 2024

Over the last decade, private equity firms have acquired healthcare companies, hospitals, and clinics at an increasing rate. 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.

Private Equity 157

Private Equity Healthcare Equities Portfolio 157

Global Banking & Finance

DECEMBER 17, 2024

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. Innovative portfolio strategies, such as those incorporating the Dragon Portfolio, […]

Portfolio 76

Portfolio Asset Management Equities Investors 76

JD Supra: Mergers

SEPTEMBER 27, 2023

The Federal Trade Commission (FTC) on Sept. 21, 2023, sued a private equity firm in the U.S. 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 169

Private Equity Equities Portfolio Trading 169

TechCrunch: M&A

JULY 1, 2024

Announced on Monday, the company says that Pluto will allow Robinhood to add tools for quicker identification of trends and investment opportunities, help guide users with their investment strategies, and offer real-time portfolio optimization. Pluto […] © 2024 TechCrunch. All rights reserved. For personal use only.

Investment 248

Investment IT Portfolio Acquisitions 248

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.

Portfolio 130

Portfolio Profitability Mergers and Acquisitions M&A 130

TechCrunch: M&A

SEPTEMBER 9, 2024

Progress CEO Yogesh Gupta said that the deal, which is expected to close by November 30, will bolster Progress’ portfolio with tools to help businesses more efficiently share — and […] © 2024 TechCrunch. All rights reserved. For personal use only.

Management 235

Management Portfolio Shares Business 235

Global Newswire by Notified: M&A

DECEMBER 26, 2023

Joli Foods”) to expand its food and nutrition business and product portfolio. (“IMCD” or “Company”), a global leading distribution partner, and formulator of speciality chemicals and ingredients, today announces that IMCD Colombia has signed an agreement to acquire the distribution business of Joli Foods S.A.S.

Food 105

Food Portfolio Business IT 105

Cisco: M&A

AUGUST 14, 2024

We are bringing our Networking, Security, and Collaboration teams together as one organization led by Jeetu Patel as he takes on an expanded role as Cisco’s EVP and Chief Product Officer.

Portfolio 98

Portfolio Collaboration Securities 98

CNBC: Investing

AUGUST 22, 2024

You can forget about a Solana ETF alone. The next step in crypto asset management goes beyond identifying the next big coin.

Asset Management 135

Asset Management Management Portfolio 135

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 138

Food Portfolio Investment Trading 138

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. As a result, sellers may be incentivized to explore market opportunities without requiring investors to gross-up purchase multiple premiums.

Healthcare 175

Healthcare Private Equity Portfolio M&A 175

Global Newswire by Notified: M&A

DECEMBER 4, 2024

04, 2024 (GLOBE NEWSWIRE) -- Apollo (NYSE: APO) today announced that funds managed by Apollo affiliates (the “Apollo Funds”) have agreed to acquire a 50% stake in a Texas solar and battery energy storage system (“BESS”) portfolio from TotalEnergies. NEW YORK, Dec. GW and two battery storage projects with a combined capacity of 300 MW.

Portfolio 75

Portfolio Funds Management 75

TechCrunch: M&A

JULY 18, 2023

That product is currently a part of the Corsair portfolio after it acquired the Elgato brand in 2018. Logitech G is the company’s gaming portfolio. Empowering streamers, creators and gamers is a joint passion of Loupedeck and Logitech. The umbrella includes microphones like Yeti, formerly produced by Blue, which it acquired in 2018.

Portfolio 224

Portfolio Acquisitions Manufacturing IT 224