JD Supra: Mergers

SEPTEMBER 26, 2023

On September 21, 2023, the Federal Trade Commission (FTC) filed a groundbreaking complaint in federal court against PE fund Welsh Carson and its portfolio company, U.S. Anesthesia Partners (USAP), making good on its promise to ramp up enforcement against PE funds and roll-up acquisitions. By: Allen & Overy LLP

Portfolio 188

Portfolio Funds Acquisitions IT 188

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 142

Portfolio Investors IT 142

JD Supra: Mergers

JANUARY 22, 2025

On January 7, 2025, Vice Chancellor Sam Glasscock III of the Delaware Court of Chancery issued a post-trial decision in favor of defendant, a private equity fund (the Fund), finding that the Funds sale of a portfolio company (the Company) was protected by the business judgment rule and did not harm the interests of minority stockholders.

Sale 165

Sale Private Equity Funds Portfolio 165

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 188

Portfolio M&A Capital Market Equities 188

JD Supra: Mergers

MARCH 11, 2025

By: A&O Shearman

Portfolio 171

Portfolio Securities Investment Sale 171

CNBC: Investing

APRIL 7, 2025

Investors may be fleeing stocks for bonds, but they should be mindful of their portfolio allocations, said Wells Fargo's Brian Rehling.

Portfolio 115

Portfolio Stock Investors 115

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

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

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 318

Mergers and Acquisitions Acquisitions Portfolio Finance 318

CNBC: Investing

JANUARY 16, 2025

Accepted retail investors will earn royalties and can have other users copy their model portfolio.

Retail 124

Retail Portfolio Investors Trading 124

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 159

Portfolio Corporation Acquisitions 159

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

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

Healthcare Portfolio Economics Investors 171

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 109

Portfolio Investors Investment 109

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

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 288

Mergers and Acquisitions Portfolio M&A Mergers 288

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

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 330

Portfolio IT Mergers and Acquisitions M&A 330

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 113

Portfolio Banking Bank Equities 113

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 115

Portfolio Stock IT 115

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 107

Portfolio Investors 107

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 109

Portfolio 109

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 276

Management Portfolio Shares Business 276

JD Supra: Mergers

FEBRUARY 6, 2025

Financial Conduct Authority has published a Dear CEO Letter on its new strategy for supervising wholesale brokers. The FCA has observed a change in the sector in recent years with larger firms acquiring smaller ones and some weaker firms exiting the market altogether, although it observes the sector is overall healthy and competitive.

Broker 171

Broker Portfolio IT 171

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 165

Government Portfolio Equities Shares 165

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 266

Investment IT Portfolio Investors 266

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 159

Private Equity Healthcare Equities Portfolio 159

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 171

Private Equity Equities Portfolio Trading 171

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

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.

Profitability 130

Profitability Portfolio Mergers and Acquisitions M&A 130

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 246

Portfolio Acquisitions Manufacturing IT 246

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 132

Asset Management Management Portfolio 132

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 135

Food Portfolio Investment Trading 135

JD Supra: Mergers

AUGUST 29, 2024

These portfolios present challenges for financings, including issues with valuation, enforcement, and liquidation. By: Mayer Brown

Private Equity 165

Private Equity Portfolio Finance Finance 165

CNBC: Investing

MARCH 30, 2025

VeriSign, which provides a dotcom domain registry service, has climbed 21% this year.

Portfolio 127

Portfolio Stock 127