The Motley Fool

JULY 25, 2024

Image source: Getty Images Credit card rewards can be a fun way to earn something of value back on your regular purchases. And if you get good at using rewards cards, they can also save you a lot of money. Some people earn $500 to $1,000 or more in rewards every year. After you've earned rewards, you'll need to choose how to redeem them. While I love using rewards cards, I never redeem my earnings for cash back.

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FinSMEs

JULY 25, 2024

4D Medicine, a Nottingham, UK-based company developing biomaterials for 3D printed implants and surgical devices, raised $3.4M in Series A funding. The round was led by Oshen Holdings and backed by DSW Ventures, SFC Capital, Boundary Capital and private investors including scientists and surgeons. The company intends to use the funds to complete pre-clinical testing […] The post 4D Medicine Raises £3.4M in Series A Funding appeared first on FinSMEs.

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Funds Capital Companies Investors 101

A Wealth of Common Sense

JULY 21, 2024

Hendrik Bessimbinder has produced some of my favorite stock market research. Bessimbinder discovered that four out of every seven stocks in the U.S. have underperformed cash (one-month T-bills) since 1926. And just 4% of companies accounted for all the wealth gains for the entire stock market in that time. The stock market runs on power laws over the long run.

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FinSMEs

JULY 24, 2024

Vijil, a Menlo Park, CA-based company delivering AI agents to enterprises, raised $6M in Seed funding. The round was led by AIStart seed fund and Gradient Ventures. The company intends to use the funds to expand operations and its business reach. Led by CEO Vin Sharma, Vijil is helping enterprises build and operate AI agents […] The post Vijil Raises $6M in Seed Funding appeared first on FinSMEs.

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Private Equity Wire

JULY 25, 2024

Agellus Capital, a lower middle-market private equity firm focused on B2B, non-discretionary consumer, supply chain and infrastructure services, has closed its debut fund, Agellus Capital Private Equity Fund I, with total limited partner capital commitments of $400m. The fund was oversubscribed and surpassed its $350m target. It received commitments from endowments and foundations, global financial institutions, insurance companies, family offices, sovereign wealth funds, as well as founders, ex

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Private Equity Firms Private Equity Firms Financial Institutions Funds 94

Mr. Money Mustache

JULY 23, 2024

– “I used to read Mr. Money Mustache” , some people say these days, “Until he got all rich and fancy so that he no longer understands the common person’s plight. Stash probably doesn’t even practice any of these money-saving things he preaches any more!” When I read things like this, I can’t help but laugh. Because on the one hand, when you put a bunch of personal life details online like this, being misunderstood is just part of the package.

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Depreciation Education Financing Finance 99

Indigo Marketing Agency

JULY 23, 2024

If I went to your website right now, would it pass the 5-second test? Would I be able to immediately discern: Who you are? What you do? Who you do it for? And most importantly—why someone should choose you? Then, would I know what they should do next after visiting ? When envisioning your firm’s next website, it’s easy to articulate its purpose and desired ambiance.

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FinSMEs

JULY 24, 2024

Lakera, a San Francisco, CA-based real-time generative AI (GenAI) security company, raised $20M in Series A funding. The round, which brought the total amount to $30M, was led by Atomico, with participation from Citi Ventures, Dropbox Ventures, and existing investors including redalpine. As part of this round, Atomico Partner Sasha Vidiborskiy will join Lakera’s board. […] The post Lakera Raises $20M in Series A Funding appeared first on FinSMEs.

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Private Equity Wire

JULY 25, 2024

Dutch firm Waterland Private Equity has made an investment in Beyond Law Group, which is intended to support the law firm’s growth through recruitment, the expansion of existing practices as well as acquisitions of niche practices. Beyond Law Group was established in 2017 and has offices in Manchester, Cheshire and London, employing around 100. The company creates and manages specialist legal practices including Beyond Corporate, McAlister Family Law and more recently Home Property Law.

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AltAssets

JULY 25, 2024

KKR has acquired Marmic Fire & Safety, a provider of regulation-mandated fire equipment inspection, testing and maintenance services, from HGGC. Marmic specializes in the inspection, testing, and maintenance of fire protection equipment for more than 56,000 customers across the commercial, industrial, multi-family, education, government, and healthcare end markets in the US.

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Education Investing Buyout 84

The Motley Fool

JULY 25, 2024

Coming a few days after a mixed earnings report from rival Verizon Communications , AT&T 's (NYSE: T) second-quarter report suffered from a similar problem. Wireless customers have been slow to upgrade their smartphones, leading to lower equipment revenue for the wireless leaders. AT&T saw equipment revenue drop 5.8% year over year in the second quarter, enough to cause the company to miss analyst expectations.

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Returns Companies Investors Portfolios 246

A Wealth of Common Sense

JULY 25, 2024

My colleagues Dan LaRosa and Cameron Rufus joined me on the show this week to discuss questions about how to find the best auto insurance rates, owner-only defined benefit plans, finding clients as a financial advisor and how much of your portfolio should be in alternative investments. Further Reading: When is Mean Reversion Coming in the Stock Market The post What’s the Worst Long-Term Return For U.S.

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Returns Stock Market Stock Market Portfolios 84

Private Equity Wire

JULY 25, 2024

21 Invest, the private equity firm led by Italian businessman Alessandro Benetton, is weighing up a potential sale of Italian eye-care company Sifi after nearly a decade of ownership, according to a report by Bloomberg citing sources familiar with the matter. 21 Invest has reportedly enlisted the services of Mediobanca and Evercore Inc to explore potential interest in Sifi, with the firm expected to initiate the sale process after the summer, targeting both larger healthcare companies and privat

Private Equity Firms 98

Private Equity Firms Private Equity Firms Investing Companies 98

AltAssets

JULY 24, 2024

Value4Capital, a lower mid-market investor targeting Poland and the wider CEE region, has already beaten the target for its latest fund with a €100m first close. The post Poland, CEE-focused Value4Capital beats new fund target at first close, eyes €140m hard cap first appeared on AltAssets Private Equity News.

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Funds Investors Buyout Investing 89

The Motley Fool

JULY 25, 2024

I'm sure most avid basketball fans can remember when "AI" was used to describe NBA great Allen Iverson. Nowadays, when you hear AI, the first thing many people think about is artificial intelligence (AI). It makes sense, too, when you consider just how prominent AI-related news has been over the past couple of years. AI has been around for a while, but recent developments and the success of generative AI applications like ChatGPT have brought it to the forefront of many businesses.

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Returns Portfolios Stock Market Stock Market 245

XY Planning Network

JULY 23, 2024

Becoming an independent fee-only financial advisor can seem overwhelming, lonely, and stressful. Add to that the burdens of everyday life—or, heaven forbid, a major life-changing event—that can almost make you feel like your dream career is unattainable. Fortunately, with XYPN membership , you not only benefit from our end-to-end tech, compliance, and support solutions as well as resource, education, and coaching assistance, but you also have the support of what's been ranked our top benefit 3 t

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Education Financial Services Returns 82

FinSMEs

JULY 25, 2024

GEOH, an Indianapolis, IN-based provider of end-to-end software solutions for home care, raised $3M in Seed Plus funding. The round was led by Boomerang Ventures, contributing $2M, with participation from VisionTech Partners, First Leaf Capital, Digital Venture Partners, and individual investors. The company intends to use the funds to support strategic M&A opportunities and the […] The post GEOH Raises $3M in Seed Plus Funding appeared first on FinSMEs.

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Private Equity Wire

JULY 24, 2024

Blackstone is intensifying its focus on international credit opportunities, and is aiming to grow its portfolio to include a wider range of debt, including local-currency investments, according to a report by Bloomberg quoting the company’s Global Head of Credit & Insurance, Gilles Dellaert. Speaking during an interview in Tokyo, Dellaert said: “We see substantial growth potential in Europe and Asia.

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Debt Asset Management Leveraging Financing 96

AltAssets

JULY 24, 2024

Global investment house Adams Street Partners has named COO and partner Jim Walker as global head of wealth at the $59bn-managing firm. The post Adams Street names COO Walker as global head of wealth first appeared on AltAssets Private Equity News.

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The Motley Fool

JULY 25, 2024

Shares of Verizon Communications (NYSE: VZ) were falling after the wireless company reported mixed second-quarter earnings results. Its stock remains up more than 20% over the past year, but it is now up only modestly year to date, underperforming the strong year-to-date performance of the S&P 500. Let's take a closer look at Verizon's most recent results, its valuation and dividend, and whether now is a good time to buy the stock on this recent dip.

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Million Dollar Round Table (MDRT)

JULY 21, 2024

By Bryce Sanders Not every financial advisor and life insurance agent despises prospecting. Many years ago, I met a financial advisor who truly enjoyed the process. He was the only person like that I have ever come across. For as much as most of us don’t enjoy prospecting, when you stop, you’re not adding new clients to the pipeline and eventually the pipeline will run dry.

Prospects 84

Prospects 84

FinSMEs

JULY 24, 2024

Didero, a NYC-based AI procurement agent startup, raised $7M in Seed funding. The round was led by First Round Capital, with participation from Construct Capital, AI Grant, Box Group, Company Ventures, and Conviction. The company intends to use the funds to expand operations and its development efforts. Led by Tim Spencer, Tom Petit, and Lorenz Pallhuber, Didero […] The post Didero Raises $7M in Seed Funding appeared first on FinSMEs.

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Funds Startups Capital Companies 107

Private Equity Wire

JULY 23, 2024

Los Angeles-based global private investment firm Atar Capital has sold its portfolio company, Microcel, a distributor of lifestyle products in Canada, to Canadian distribution company TDL Gentek. The transaction closed on 17 July. Microcel was founded in 1989 in Newmarket, Ontario. Its products include wearables, portable audio, medi-tech, as well as smart home, kitchen and outdoor solutions, while its customer base includes Google, fitbit, Starlink, Anker, Beurer, Blendjet and Polaroid.

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Capital Financing Finance Investment Firms 97

AltAssets

JULY 22, 2024

New York-based PE house Lightyear Capital is out raising the follow-up to its $1.6bn fifth flagship fund from 2021. The post Lightyear Capital returns to fundraising with follow-up to $1.6bn Fund V first appeared on AltAssets Private Equity News.

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Returns Capital Funds Buyout 86

The Motley Fool

JULY 25, 2024

Spotify 's (NYSE: SPOT) recent second-quarter earnings release was music to the ears of many investors. The streaming service convincingly beat the average bottom-line estimate while delivering robust growth where it counted. In the wake of that release, several analysts raised their price targets on the high-profile music streamer. One even went so far as to upgrade his recommendation on its stock.

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A Wealth of Common Sense

JULY 23, 2024

Inflation went from 9% to 3% without a recession. Some people want to give all the credit to the Federal Reserve. I think they got lucky. The soft landing, or whatever you want to call it, happened despite the Fed’s best efforts to cause people to lose their jobs and throw the economy into a recession. It helped that corporations and households came into the rising rate environment prepared.

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Financing Finance 80

FinSMEs

JULY 23, 2024

Mytra, a San Francisco, CA-based three-dimensional robotics company, raised $78M in funding. Backers included Albertsons Companies. Mytra is also backed by investors, including Greenoaks, who led the company’s Series B, Eclipse, who led the previous seed and Series A rounds, in addition to Co-founder and Chairman of Okta Frederic Kerrest’s 515 Ventures, and individual investors, […] The post Mytra Raises $78M in Funding appeared first on FinSMEs.

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Private Equity Wire

JULY 23, 2024

An affiliate of $64bn global alternative investment firm HIG Capital has acquired Naturalia Tantum, a company operating in the Italian organic beauty & personal care sector. HIG’s investment is in partnership with the company’s current management team. Based in Milan, Naturalia Tantum develops, produces and distributes organic personal care products, as well as natural food supplements and products for home and pet care.

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Capital Stakes Investment Firms Companies 97

AltAssets

JULY 22, 2024

Investindustrial has agreed to acquire a roughly 61% stake in Piovan, a manufacturer of auxiliary machineries and solutions for processing automation. The firm has also launched a mandatory tender offer of €14.00 per share, which gives the company a valuation of about €716m and is a premium of about 13.4%. Andrea Bonomi, chairman of the […] The post Deal Roundup: Investindustrial looks to buy Piovan, CapMan leads consortium for Innofactor first appeared on AltAssets Private Equity News.

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Stakes Companies Buyout Capital 83

The Motley Fool

JULY 25, 2024

If you're looking for some good dividend stocks to own in retirement, one thing you'll want to focus on is stability. Striking a balance between safety and dividend income can be key to ensuring you protect your savings while also making the most of them. And by investing in blue chip stocks with above-average yields, you can get the best of both worlds.

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Banks Investment Banking Investment Banks Returns 243

Million Dollar Round Table (MDRT)

JULY 23, 2024

By Roy John Hall, ADFP, CCFP Change often isn’t easy, especially when it impacts how you run your financial advisory practice, or if you can even be an advisor at all. Regulation changes in Australia, which is where I live, hit us hard and fast. There were 36,000 financial advisors in my country. Now, three years after the changes were announced, there are about 15,000.

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Education 73

FinSMEs

JULY 25, 2024

deepc, a Munich, Germany-based company behind AI operating systems for radiologists and enterprise clinical organizations, closed its Series A with a $13M extension funding. The round, which brought the total amount to $30M, was led by Sofinnova Partners and Bertelsmann Investments, with participation from new investors KHP Ventures and SwissHealth Ventures, alongside existing investor Winning Mindset […] The post deepc Closes Series A With $13M Extension Funding appeared first on FinSMEs.

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Funds Investors Companies Investing 99

Private Equity Wire

JULY 24, 2024

LA-based software and technology-focused private equity firm Diversis Capital has made an investment in Decision Lens, a provider of public sector planning software. According to a press statement, Decision Lens’ customers include the US Department of Defense, the intelligence community, federal civilian agencies, as well as state and local governments.

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Capital Investments Capital Private Equity Firms Private Equity Firms 92

AltAssets

JULY 25, 2024

Nuveen investment arm Churchill Asset Management has brought in Robert Paun as head of investor relations, for retail and wealth. The post Nuveen investment arm Churchill AM brings in Paun as head of IR for retail, wealth first appeared on AltAssets Private Equity News.

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