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 may include in-depth industry research, benchmarking studies, best practice identification, and knowledge-sharing forums.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

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

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

AUGUST 2, 2024

Nvidia shares can double from these levels, according to portfolio manager Dan Niles.

Portfolio Management 137

Portfolio Management Portfolio Shares IT 137

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

Investors Portfolio Economics Shares 145

How2Exit

OCTOBER 8, 2023

rn Summary: Kevin McArdle, CEO of Big Band Software, shares his journey from being a high school math teacher to becoming a successful entrepreneur in the software industry. With extensive experience in the software industry, Kevin has successfully acquired 45 businesses throughout his career. Hiring is hard.

Profitability 130

Profitability Portfolio Mergers and Acquisitions M&A 130

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

MAY 8, 2024

According to recent coverage from PitchBook, secondary buyouts are making up a larger share of private equity exits as firms look to speed up sales of portfolio companies. In a time when exit strategies have pivoted, and options might be more limited, it is no surprise that secondary buyouts have rebounded.

Private Equity 152

Private Equity IT Portfolio Sale 152

TechCrunch: M&A

MAY 15, 2023

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. The value of our portfolio is around $9 billion right now. At this point we have probably over 200 portfolio companies on every continent other than Antarctica.

M&A 258

M&A Bank Banking Portfolio 258

The New York Times: Mergers, Acquisitions and Dive

JANUARY 28, 2024

The buyout giant KKR pioneered a model of granting ownership stakes to employees at portfolio companies. Now it wants the approach to spread.

Private Equity 128

Private Equity Equities Portfolio Shares 128

Growth Business

JANUARY 22, 2025

While traditional venture capital may be an option for some, it means being part of a portfolio which operates on a hits model. In typical VC portfolios, 50% or more of the companies wont survive, with the hope that among the remaining 50%, there will be one or two big successes that make up for all the losses.

Investors 98

Investors Business Portfolio Investment 98

CNBC: Investing

NOVEMBER 29, 2023

Peel off a few shares of those big winners this year and donate them to charity.

Portfolio 108

Portfolio Shares Stock 108

How2Exit

SEPTEMBER 25, 2023

b' rn How PE Should Support Portfolio Company Acquisitions | Barak Routhenstein w/ Kison Patel rn rn rn watch here: rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US.

M&A 130

M&A Acquisitions Private Equity Portfolio 130

CNBC: Investing

NOVEMBER 16, 2023

Preferred shares give investors an opportunity to juice their portfolio income.

Portfolio 108

Portfolio Investors Shares 108

CNBC: Investing

AUGUST 14, 2023

The billionaire hedge fund manager picked up $125 million worth of Amazon shares in the second quarter.

Retail 98

Retail Portfolio Funds Shares 98

CNBC: Investing

JANUARY 2, 2024

The founder and senior portfolio manager of the Satori Fund selected two names from the so-called Magnificent Seven as his favored shares for the new year.

Portfolio Management 102

Portfolio Management Funds Investors Portfolio 102

Global Newswire by Notified: M&A

OCTOBER 1, 2024

As a result of the Loan Portfolio Acquisition, the Company has net assets of approximately $300 million and investments in 28 portfolio companies.

Portfolio 45

Portfolio Acquisitions Investment Finance 45

The TRADE

JUNE 27, 2023

Intercontinental Exchange (ICE) has integrated its ETF Hub with LiquidityBook’s order and execution management system (OEMS) LBX to offer efficient access to the primary market, where new shares are created and redeemed. We are excited to work with ICE to expand this functionality within the ETF creation and redemption process.”

Portfolio Management 64

Portfolio Management Portfolio Management Architecture 64

Global Newswire by Notified: M&A

SEPTEMBER 23, 2024

(“SSIC” or the “Company”) (NASDAQ: SSIC), a specialty finance company that has elected to be regulated as a business development company, today announced that the stockholders of the Company have voted at the Company’s special meeting of stockholders held today (the “Special Meeting”) to approve the proposal related to the Company’s acquisition from (..)

Portfolio 45

Portfolio Acquisitions Investment Finance 45

Midaxo

AUGUST 25, 2023

Cloud technology enables companies to streamline collaboration between teams, both within and across organizations, by providing a centralized platform for document sharing and real-time updates. This seamless collaboration expedites the due diligence process, enabling parties to access and share critical information more efficiently.

Corporation 246

Corporation Collaboration Mergers and Acquisitions Negotiation 246

How2Exit

FEBRUARY 12, 2024

Matt has a passion for passive income and has built a portfolio of cashflow websites that generate income while he sleeps. rn Episode Summary: rn In this episode, Matt Raad discusses his journey into the world of buying and selling websites and shares his expertise in building passive income through online businesses.

Business 130

Business Portfolio Profitability Investment 130

Global Newswire by Notified: M&A

FEBRUARY 20, 2024

The Company will acquire the CALP Loan Portfolio in exchange for newly issued shares of the Company’s common stock with a net asset value equal to the value of the CALP Loan Portfolio, each determined shortly before closing.

Portfolio 45

Portfolio Investment Acquisitions Finance 45

Global Newswire by Notified: M&A

NOVEMBER 26, 2024

(NASDAQ:TURN) (“180 Degree Capital”), is pleased to note that its portfolio company, Brightcove, Inc. million shares of BCOV. BCOV), announced yesterday that it has entered into a definitive agreement to be acquired by Bending Spoons for approximately $233 million, or $4.45

Portfolio 45

Portfolio Capital IT Shares 45

Global Banking & Finance

JULY 15, 2024

By David Randall NEW YORK (Reuters) – Outsized positions in artificial intelligence darling Nvidia have boosted portfolio managers’ returns this year but the bets stand to magnify risk if the chipmaker’s red-hot shares see a reversal of fortune.

Portfolio 40

Portfolio Portfolio Management Investors Shares 40

TechCrunch: M&A

AUGUST 22, 2023

We regularly review our portfolio to make sure our business areas are core to that strategy, and today’s news reflects our continued focus on these two transformational technologies.” “Over the last few years, we’ve evolved IBM to be a hybrid cloud and AI company. billion, down 0.4% from its year-ago result.

Media 233

Media Business IT Portfolio 233

TechCrunch: M&A

JULY 6, 2023

“We’re excited to expand our portfolio tailored to the world’s small- and medium-sized (SMBs) businesses and startups with simplified AI and machine learning offerings,” Spruill said in a press release. million, earnings per share, return on equity and net margin fell short of expectations.

Acquisitions 269

Acquisitions Business IT Capital 269

TechCrunch: M&A

JUNE 2, 2023

at a price of $18 a share. per share cash offer). We are excited to complement our portfolio of production metal, sand, ceramic and dental 3D printing solutions with Stratasys’ polymer offerings. in cash and 1.2507 in stock per share — a figure that comes in just shy of Nano’s $18 per share proposal.

Mergers and Acquisitions 185

Mergers and Acquisitions Mergers Acquisitions Manufacturing 185

Global Newswire by Notified: M&A

JUNE 25, 2024

a split share corporation founded on November 19, 2020, which invests in a diversified, actively managed, high conviction portfolio of issuers engaged in e-commerce and data infrastructure as well as the multi-family, industrial, retail, seniors housing and healthcare sectors (the “Merger”).

Funds 81

Funds Healthcare Retail Portfolio 81

How2Exit

JULY 3, 2023

rn Summary: Sam Turner shares his journey from the corporate world to entrepreneurship through acquisition. rn Sam believes in acquiring complementary businesses within the HVAC industry to create a portfolio that can collaborate and share resources.

Corporation 130

Corporation Acquisitions Collaboration Business 130

Sun Acquisitions

MAY 3, 2024

Such strategic mergers are not just about expanding service portfolios; they’re about redefining the value proposition to clients by integrating cutting-edge designs and techniques into their projects. One avenue savvy business brokers are exploring is the acquisition of creative paving firms.

Portfolio 52

Portfolio Mergers and Acquisitions Acquisitions Broker 52

How2Exit

JANUARY 8, 2024

rn Summary: Michael Frew shares his journey from being an engineer to becoming an acquisition entrepreneur. He was able to break free from the constraints of the corporate world, become his own boss, and build a portfolio of businesses that aligned with his passions and expertise.

Acquisitions 130

Acquisitions Engineering Business Portfolio 130

How2Exit

SEPTEMBER 11, 2023

rn Summary: Trish Higgins, partner at Chinmark Holdings, shares her journey in the world of mergers and acquisitions (M&A) and holding companies. She discusses the importance of building a diverse portfolio of businesses with steady cash flows to provide long-term stability and resilience.

Mergers and Acquisitions 130

Mergers and Acquisitions Business M&A Portfolio 130

Global Newswire by Notified: M&A

FEBRUARY 25, 2024

for each Osino Common Share, valuing Osino at approximately C$368 million. At closing of the Yintai Arrangement, Osino’s portfolio will consist only of gold related assets located in Namibia, primarily the Twin Hills Gold Project in central Namibia as well as exploration projects Ondundu and Eureka. VANCOUVER, British Columbia, Feb.

Shares 80

Shares Portfolio 80

TechCrunch: M&A

APRIL 20, 2023

Nura will join fellow consumer audio brands under that umbrella, including Bowers and Wilkins, Polk Audio and Denon, which entered its portfolio when it acquired Sound United in April of last year. The news was announced quietly a couple of weeks back in a press release titled, “Nura Joins Forces With Denon.”

Medical 246

Medical Electronics IT Portfolio 246

Global Newswire by Notified: M&A

JANUARY 15, 2025

million shares of Amplify common stock ( 1) , par value $0.01 per share, and assume approximately $133 million in net debt ( 2 ). Under the terms of the Merger Agreement, Amplify will issue Juniper approximately 26.7

Portfolio 40

Portfolio Mergers Debt Shares 40

Global Newswire by Notified: M&A

SEPTEMBER 6, 2023

NOT FOR DISSEMINATION IN THE UNITED STATES OR FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES AND DOES NOT CONSTITUTE AN OFFER OF THE SECURITIES DESCRIBED HEREIN

Equities 85

Equities IT Shares Portfolio 85

PE Hub

JUNE 26, 2023

Nasdaq is buying Thoma Bravo portfolio company Adenza in a cash and shares deal that sources say gave the private equity firm a return of more than 2x. The post Thoma Bravo’s Holden Spaht eyes earnings bump for ‘tech-centric’ Nasdaq appeared first on PE Hub.

Private Equity 71

Private Equity Portfolio Equities Shares 71