The Motley Fool

SEPTEMBER 8, 2024

Millions of seniors today collect monthly benefits from Social Security. And many people rely on those benefits to cover the majority -- or all -- of their retirement expenses. In recent years, living on Social Security alone has been particularly tough due to rampant inflation. But thankfully, inflation is starting to cool to the point where the Federal Reserve is finally talking about interest-rate cuts, and prices are starting to moderate.

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Taxes 246

AltAssets

SEPTEMBER 9, 2024

UK-based private equity house ECI Partners has named former Zetland Capital senior executive Chris Mockford as its new investor relations director. The post ECI Partners reveals new investor relations director, a year after firm’s biggest-ever fundraise appeared first on AltAssets Private Equity News.

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A Wealth of Common Sense

SEPTEMBER 6, 2024

I bought a Peloton exercise bike during the early days of the pandemic. It’s convenient and the technology is pretty neat.1 But I never would have purchased shares in the company. I have a rule of thumb that anything new that’s fitness-related is a fad. I’ve seen far too many fad diets and fancy exercise equipment or videos come and go over the years.

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Companies Finance Financing 111

Million Dollar Round Table (MDRT)

SEPTEMBER 3, 2024

By Ming-Fong Huang, CFP, AFP Usually, we define prospects as people we talk to face-to-face; however, people are often too busy to meet. If we redefine prospects by redefining our network, we can grow the number of prospects exponentially. Connect on social media Start by asking for your prospects’ social media information and connect with them there.

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Prospects 96

The Big Picture

SEPTEMBER 5, 2024

I have known Josh for nearly 15 years. Despite his writing in public that entire time, hosting two weekly shows on our YouTube channel , and showing up on CNBC three times a week, you don’t know him. Public persona aside, he is surprisingly private. I know him as well as anyone besides Sprinkles and maybe Batnick. I am going to share three things about Josh that you don’t know.

Bidding 85

Bidding Hedge Funds Mutual Funds Assets 85

The Motley Fool

SEPTEMBER 8, 2024

It's no secret that semiconductor stocks have been particularly big winners amid the artificial intelligence (AI) revolution. With share prices skyrocketing, several high-profile chip companies have opted for stock splits this year. Some AI chip stock-split stocks you might recognize include Nvidia (NASDAQ: NVDA) , Super Micro Computer (NASDAQ: SMCI) , and Broadcom (NASDAQ: AVGO).

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Leveraging Prospects Accounting Investors 246

AltAssets

SEPTEMBER 5, 2024

Private equity major Warburg Pincus has raised more than $4bn for its debut structured investment fund, more than double its initial $2bn target. The post Warburg Pincus raises more than double its target with $4bn-plus close of first structured capital fund appeared first on AltAssets Private Equity News.

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Capital Funds Debt Investing 97

Million Dollar Round Table (MDRT)

SEPTEMBER 8, 2024

By Antoinette Tuscano, MDRT senior content specialist You hope you never get them, but misunderstandings and client complaints can happen. There’s an important business process, though, that can stop them from escalating into ethics complaints. About 95% of problems can be solved with good recordkeeping and notetaking, said 13-year MDRT member Elizabeth M.

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Private Equity Wire

SEPTEMBER 6, 2024

Rexall Pharmacy Group and online health retailer Well.ca are set to return to Canadian ownership after Toronto-based private equity firm Birch Hill Equity Partners announced a deal to acquire both brands from healthcare services company McKesson Corp, according to a report by The Canadian Press. Texas-based McKesson is selling the businesses to focus on its oncology and biopharma divisions.

Private Equity Firms 83

Private Equity Firms Private Equity Firms Portfolios Returns 83

The Motley Fool

SEPTEMBER 8, 2024

Artificial intelligence has been the dominant investing theme for the last two years, and Nvidia has stolen the spotlight. The company reported triple-digit sales growth in the last five quarters, and shares have surged more than sevenfold since January 2023, making it the best-performing stock in the S&P 500 (SNPINDEX: ^GSPC) during that period.

Hedge Funds 246

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A Wealth of Common Sense

SEPTEMBER 5, 2024

The OG financial blogger Barry Ritholtz joined me on the show this week to discuss questions about what the next recession will look like, creating an investment plan for a banker with cash on the sidelines, paying down a low interest rate mortgage and how to sell your automobile. Further Reading: The Minsky Market 1It’s pretty obvious but red for losses of 2% or worse and green for gains of 2% or more. 2All 3 have.

Stock Market 101

Stock Market Stock Market Investing 101

AltAssets

SEPTEMBER 5, 2024

Growth equity firm Springcoast Capital Partners has named former Oaktree Capital managing director Jennifer Spreadlove as its first head of investor relations. The post Springcoast Capital brings in ex-Oaktree IR specialist Spreadlove as its first investor relations head appeared first on AltAssets Private Equity News.

Capital 97

Capital Investors Buyout Funds 97

Million Dollar Round Table (MDRT)

SEPTEMBER 6, 2024

By Dave Crenshaw I’m going to share with you what I call “switch busters,” which are ways to reduce the number of times you switch activities in your day. If you can do that, you can radically decrease the amount of time it takes to complete pretty much everything. Most- and least-valuable activities The one thing that really hits the heart is all the hats you wear, and they create a lot of switches.

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Private Equity Wire

SEPTEMBER 6, 2024

Copilot Capital, a new $200m pan-European private equity fund backed by global investment firm The Friedkin Group, has made a majority investment in SecureFlag, an software company focussed on cybersecurity training. UK-based SecureFlag specialises in providing hands-on, secure coding training for developers and engineers involved in software development.

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Investing Capital Investment Firms Funds 83

The Motley Fool

SEPTEMBER 8, 2024

It's no secret that Intel (NASDAQ: INTC) has been struggling. The stock is down more than 60% year to date and has been the worst performer in the Dow Jones Industrial Average this year. The company was once the largest chipmaker in the world, dominating the personal computer (PC) space. That helped it become one of the first two technology companies to join the famed Dow Jones index, along with Microsoft back in the late 1990s.

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XY Planning Network

SEPTEMBER 9, 2024

Maybe you’re building your business and you feel a bit scattered when pulling all of the disparate parts together. You seem to have a lot of challenges to overcome, and it’s up to you to solve them all. Challenges like: How should I become an expert on my target market ? How do I establish credibility ? Where can I find my audience ? What will spur them to contact me ?

Companies 65

Companies 65

AltAssets

SEPTEMBER 4, 2024

Nordic SME investor Equip Capital has divested its portfolio companies Rush and iteam into a new continuation fund with €306m in commitments. The post Equip Capital raises €306m continuation vehicle for two Fund I companies, returns almost entire cost of first fund appeared first on AltAssets Private Equity News.

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Returns Capital Funds Companies 95

Financial Times M&A

SEPTEMBER 5, 2024

Chinese conglomerate Fosun selling former storied brand five years after its collapse

Conglomerates 111

Conglomerates 111

Private Equity Wire

SEPTEMBER 6, 2024

Sycamore Partners, a private equity firm specialising in consumer, distribution and retail-related investments, has acquired Playa Bowls, a rapidly expanding franchise restaurant concept, from Tamarix Equity Partners and other investors. Since its inception in 2014, Playa Bowls has grown to become the No1 player in the superfruit bowl shop segment in the US with over 250 locations across 22 states, offering a diverse and healthy menu including acai, pitaya, mango, green and coconut bowls, juices

Private Equity Firms 83

Private Equity Firms Private Equity Firms Legal Investors 83

The Motley Fool

SEPTEMBER 8, 2024

It finally happened. This year, Warren Buffett and Berkshire Hathaway (NYSE: BRK.B) (NYSE: BRK.A) began selling significant portions of its monster Apple stake. According to its latest 13-F filing with the Securities and Exchange Commission (SEC), Berkshire Hathaway reduced its Apple investment by approximately half in the second quarter. That stock was worth around $80 billion based on Apple's current share price.

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Securities and Exchange Commission (SEC) Stakes Conglomerates Shareholders 246

Financial Times: Moral Money

SEPTEMBER 6, 2024

Actual owners of shares should have more say than their hired fund managers

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Funds 74

AltAssets

SEPTEMBER 3, 2024

New private equity firm Axle Point Capital has launched targeting lower mid-market deals in the business services and diversified industrials segments. The post Axle Point Capital launches, eyeing business services, diversified industrials deals appeared first on AltAssets Private Equity News.

Business Services 93

Business Services Capital Private Equity Firms Private Equity Firms 93

Financial Times M&A

SEPTEMBER 7, 2024

Ties between Todd Boehly and Clearlake Capital have frayed since the record £2.

Capital 106

Capital 106

Private Equity Wire

SEPTEMBER 5, 2024

Baird Capital has sold its investment in end-of-life aircraft services provider, ecube Solutions Limited (ecube), to Unical Aviation Inc (Unical), an aftermarket parts supplier to the global aerospace industry backed by Platinum Equity. From locations in St Athan, Wales, Arizona, US, and Castellon, Spain, ecube has grown to become the world’s leading end-of-life aircraft service provider, supporting Circular Economy demands through the re-use and recycling of critical components.

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Capital Investing Legal Capital Investments 85

The Motley Fool

SEPTEMBER 8, 2024

It's not uncommon to see your overall living costs decrease once you retire. Granted, for some people, this happens as a matter of necessity. If you're not earning the same paycheck and don't have a lot of savings, you may be forced to cut back on spending once your time in the workforce has come to an end. But if there's one expense than tends to rise in retirement rather than fall, it's healthcare.

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Blackstone News

SEPTEMBER 4, 2024

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AltAssets

SEPTEMBER 3, 2024

The $56bn-managing New Mexico State Investment Council has picked buyout firms including Frazier Healthcare and Veritas Capital among a new $830m slate of fund commitments. The post Frazier Healthcare among $830m of New Mexico SIC commitments appeared first on AltAssets Private Equity News.

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Financial Times M&A

SEPTEMBER 8, 2024

Shares in Seven & i Holdings rise on hopes of improved offer from Canada’s Alimentation Couche-Tard

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Private Equity Wire

SEPTEMBER 9, 2024

Investment firm MNC Capital has raised its all-cash buyout offer for Vista Outdoor – a provider of shooting and outdoor sports products, to $43 per share, up from its previous offer of $42 per share, valuing the business at $2.51bn, according to a report by Reuters. The reports cites Vista as confirming that the company’s board received the offer, which represents a 12.3% premium over the Vista Outdoor’s last closing price of $38.29 on Friday, according to calculations by Reuters and

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Bidding Capital Mergers and Acquisitions Buyout 68

The Motley Fool

SEPTEMBER 8, 2024

Social Security took in a whopping $1.351 trillion last year, and it paid out $1.385 trillion in benefits to retirees, disabled workers, and their families. If that math looks a little funny to you, that's because it is. Take out another $7 billion in administrative expenses, and the program's trust funds shrank by $41 billion in 2023, and we expect these deficits to continue over the coming years.

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Funds Taxes 246

Axial

SEPTEMBER 3, 2024

The post LMM Deal Digest: August 2024 appeared first on Axial.

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AltAssets

SEPTEMBER 4, 2024

Arcmont Asset Management and Churchill Asset Management, the European and US asset management companies of Nuveen Private Capital, have expanded their European client coverage by hiring Ralph van Daalen as head of business development Netherlands. The post Nuveen arms Arcmont, Churchill expand European institutional reach with van Daalen hire appeared first on AltAssets Private Equity News.

Asset Management 88

Asset Management Assets Capital Companies 88

Financial Times M&A

SEPTEMBER 5, 2024

Japanese company says Canadian rival ‘grossly undervalues’ group with proposal of close to $15 per share

Companies 90

Companies 90

Private Equity Wire

SEPTEMBER 4, 2024

Mid-market private equity firm Inflexion has made two new additions to its teams with the appointments of Yuri Mikhalev as a Partner focused on technology investments and Michael Baster as a Partner focused on business services investments. Mikhalev brings 16 years investment experience focused on the technology sector and will work alongside Sergio Ferrarini on new technology investments for Inflexion’s Buyout and Partnership Capital Funds.

Private Equity Firms 85

Private Equity Firms Private Equity Firms Buyout Consultants 85