Private Equity Insights

MARCH 28, 2025

Founded in 2016, London-based AlbaCore manages $9bn in assets on behalf of global pension funds, sovereign wealth funds, insurers, consultants, family offices, and endowments. The firm is part of the First Sentier Investors Group and invests across private capital, dislocated credit, CLOs, and structured products.

Pension Funds 147

Pension Funds Consultants Consulting Banks 147

The Motley Fool

DECEMBER 25, 2024

of Berkshire Hathaway's portfolio Berkshire spent $38 billion acquiring a stake in Apple (NASDAQ: AAPL) between 2016 and 2023, and at the start of this year, that position was worth over $170 billion. Apple: 25.8% Talk about an incredible return! However, Berkshire has sold more than half of its Apple shares throughout 2024.

Portfolios 246

Portfolios Investing Stakes Conglomerates 246

The Motley Fool

JANUARY 11, 2025

between 2011 and 2016. At the same time, the stocks are relatively cheap on a historical basis. Midstream master limited partnerships (MLPs) traded at an average enterprise value to EBITDA multiple of 13.7 Today, MLPs Energy Transfer and Enterprise trade well below that level. Data by YCharts.

Enterprise Values 241

Enterprise Values Banks Prospects Assets 241

Private Equity Professional

MARCH 27, 2025

A fourth line was added in 2016, followed by a 120,000-square-foot expansion and three additional production lines in 2018. CraftMark was launched in 2013 by CIC in partnership with Operating Partner Bennie Bray and industry veterans Ahmad Hamade and Jim Zakian.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Shareholders Capital 130

Private Equity Insights

JANUARY 16, 2025

The company, acquired by CPPIB and Cinven in 2016 for 1.2bn, aims to capitalise on Europes recovering IPO market. By pre-negotiating room availability and rates, the company helps businesses reach customers in emerging travel markets such as Asia and Latin America. A successful listing would signal renewed momentum in European IPOs.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Stakes Debt 130

Private Equity Wire

JANUARY 6, 2025

Lim joined KKR Korea in 2016 as a Managing Director and played a leading role in numerous high-profile investments across South Korea during his tenure, helping position KKR as a prominent player in the countrys private equity market.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Consulting Consultants 98

The Motley Fool

DECEMBER 17, 2024

Hilton (14%) Ackman's position in Hilton (NYSE: HLT) had a false start in 2016. As such, investors interested in alternative assets may have an opportunity to buy shares of Brookfield while they're undervalued. Shortly after acquiring shares, the stock moved significantly higher in value, prompting Ackman to sell.

Hedge Funds 245

Hedge Funds Portfolios Asset Management Funds 245

The Motley Fool

JULY 22, 2024

In 2016, United Launch Alliance (ULA) CEO Tory Bruno had a dream: to beat SpaceX on launch prices -- or at least come close. The company raised its launch price exactly twice in the last eight years, first in 2016 and then again in 2022. History doesn't just rhyme; it repeats This isn't the first time SpaceX has raised prices, either.

Accounting 246

Accounting Returns Companies Portfolios 246

The Motley Fool

FEBRUARY 20, 2025

In January 2016, Ethereum was trading for just $2. Over the past decade, Ethereum (CRYPTO: ETH) has been hands-down one of the single best crypto investments you could have made. Today, it trades for $2,700. And it remains the second-largest cryptocurrency in the world, with a massive $325 billion market cap.

Accounting 241

Accounting Finance Financing Returns 241

The Motley Fool

OCTOBER 7, 2024

The investor first accumulated shares of the largest hotelier in the world in 2016, but it wasn't until 2018 that he had an opportunity to establish a significant position in the stock during the market downturn. He saw an opportunity for the chain to double its store count from approximately 2,200 at the end of 2016. He gobbled up 2.9

Hedge Funds 246

Hedge Funds Portfolios Investing Funds 246

Private Equity Wire

NOVEMBER 13, 2024

Since taking Qlik private in 2016, Thoma Bravo has overseen 14 acquisitions for the firm and increased its R&D efforts. Thoma Bravo will retain majority ownership and plans an additional equity investment in the company. A group of investors is expected to participate in the transaction, joining ADIA and Thoma Bravo.

Stakes 94

Stakes Private Equity Firms Private Equity Firms Investors 94

Private Equity Professional

NOVEMBER 8, 2024

Heartwood’s M&Q Holdings acquired M&Q Packaging in December 2015, followed by the acquisitions of Outlook Group in October 2016 and Flavorseal in February 2018. The company employs 260 people and operates two Wisconsin-based facilities, totaling 500,000 square feet of manufacturing, warehouse, fulfillment, and R&D space.

Leveraging 130

Leveraging Capital Funds Portfolios 130

The Motley Fool

DECEMBER 7, 2024

Kinder Morgan cut its dividend in 2016. CVX Dividend Per Share (Quarterly) data by YCharts What was happening in 2016 and 2020? However, Chevron has increased its dividend annually for 37 consecutive years despite the increased volatility inherent in its business model. The energy sector was facing headwinds.

Assets 130

Assets Debt Investors Returns 130

The Motley Fool

AUGUST 12, 2024

According to a February report by Payload Space, from 2016 to 2023, ULA profits collapsed 88% -- from $650 million to just $80 million. 75% of this decline was from a slowing in launch cadence (from 12 launches in 2016 to three in 2023). in 2016 and fell to 8.9% by 2023, rebounded to a solid 10% in the first six months of 2024.

Investors 246

Investors Returns Portfolios Investing 246

The Motley Fool

APRIL 1, 2025

21, 2016, and it rallied more than 6,100% to a record closing price of $139.51 From 2016 to 2024, its revenue grew at a compound annual growth rate (CAGR) of 36% as its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) increased at a CAGR of 41%. It went public at a split-adjusted price of $1.80

Enterprise Values 130

Enterprise Values Amortization Depreciation Earnings Before Interest 130

The Motley Fool

FEBRUARY 4, 2025

It also struggled with the bankruptcy of Sports Authority in 2016, which flooded the market with excess athletic footwear and apparel, as well as the onset of the COVID-19 pandemic at the end of fiscal 2020. But from fiscal 2020 to fiscal 2023, Nike's revenue rose at a CAGR of 11%.

Accounting 182

Accounting Returns Investors Portfolios 182

The Motley Fool

JULY 28, 2024

After purchasing shares of Apple (NASDAQ: AAPL) in the first quarter of 2016, this " Magnificent Seven Stock " now makes up 43% of Berkshire's $400 billion portfolio. That's thanks to a monster 730% rise in the share price since the start of 2016. during the first quarter of 2016. There was minimal financial risk.

Portfolios 228

Portfolios Investing Conglomerates Prospects 228

The Motley Fool

AUGUST 4, 2024

Because of this, there have been three instances in the past when seniors on Social Security got a 0% COLA -- 2010, 2011, and 2016. This accounts for the 2016 and 2017 raises noted above. And in 2017, benefits only rose 0.3%. Furthermore, over the past 10 years, the average Social Security COLA has been 2.75%.

Accounting 246

Accounting 246

Private Equity Wire

FEBRUARY 5, 2025

He joined Nordic Capital Advisors in 2016 and has successfully driven commercial, marketing, and operational excellence within Nordic Capitals Financial Services portfolio. The new Partners are drawn from the firm’s Operations Advisory and Specialist Functions Advisory teams.

Capital 85

Capital Legal Taxes Financial Services 85

Private Equity Wire

DECEMBER 9, 2024

Temaseks private credit arm will be led by Nicolas Debetencourt, who has headed the firms credit and hybrid solutions team since 2016. The portfolio includes direct investments and credit funds, reflecting Temasek’s strategy to diversify and capture opportunities in the booming asset class.

Leveraging 91

Leveraging Assets Investment Firms Portfolios 91

Private Equity Wire

DECEMBER 17, 2024

BNP Paribas, which has financed 250 companies with 1.7bn (1.4bn) through its European SME debt funds since 2016, is launching a direct lending fund targeting sponsor-backed corporates in Western Europe with EBITDA of 5m-30m.

Debt 94

Debt Asset Management Financing Finance 94

Private Equity Professional

DECEMBER 5, 2024

Under AE Industrial ownership, Kellstrom closed several add-on acquisitions including Miami-based The Aircraft Group (April 2015); New York-based Transaero Commercial Distribution (September 2016); and Ireland-based Vortex Aviation (June 2017). Kellstroms TTM revenue through September 2024 was $175 million , with a TTM EBITDA of $20 million.

Funds 130

Funds Capital Companies Investing 130

The Motley Fool

DECEMBER 15, 2024

2016 0% 2017 0.3% Below are the past 10 wage base limits: Year Wage Base Limit 2015 $118,500 2016 $118,500 2017 $127,200 2018 $128,400 2019 $132,900 2020 $137,700 2021 $142,800 2022 $147,000 2023 $160,200 2024 $168,600 Source: Social Security Administration. Below are the past 10 COLAs: Year COLA 2015 1.7% 2018 2% 2019 2.8%

Taxes 246

Taxes 246

Private Equity Professional

DECEMBER 5, 2024

Wynnchurch acquired Texas Hydraulics in February 2016 through a carve-out from Dover Corporation. Wynnchurch Capital has sold TH Holdings , a diversified industrial manufacturer operating under the brands Texas Hydraulics , Hydromotion , and Oilgear , to Fortress Investment Group.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Buyout Capital 130

The Motley Fool

OCTOBER 28, 2024

2016 48,642.15 For perspective, here are the past 10 wage base limits: Year Wage Base Limit 2024 $168,600 2023 $160,200 2022 $147,000 2021 $142,800 2020 $137,700 2019 $132,900 2018 $128,400 2017 $127,200 2016 $118,500 2015 $118,500 Data source: Social Security Administration. 2022 63,795.13 2021 60,575.07 2020 55,628.60 2019 54,099.99

Taxes 244

Taxes 244

Private Equity Wire

JANUARY 13, 2025

Asia-Pacific investment evolves PE firms are expanding beyond China into other parts of Asia-Pacific, where deal value has grown at a 21% CAGR since 2016. Buyers who integrate value-creation strategies into their due diligence gain an edge.

Due Diligence 96

Due Diligence Buyout Public Companies Assets 96

The Motley Fool

AUGUST 25, 2024

While AI began making headlines early last year, investors might be surprised to learn that Adobe (NASDAQ: ADBE) established a beachhead in AI back in 2016 and has been a pioneer in the space ever since. At Adobe MAX 2016, the company's annual creativity conference, it unveiled Adobe Sensei. Image source: Getty Images.

Leveraging 246

Leveraging Returns Capital Investors 246

The Motley Fool

NOVEMBER 13, 2024

That's exactly what Ethereum did between 2016 and 2021. In February 2016, Ethereum was still trading for the bargain basement price of $3, as investors struggled to wrap their heads around the concepts of smart contracts and Layer-1 blockchain networks. Sound familiar?

Accredited Investors 245

Accredited Investors Exchange-Traded Funds Prospects Finance 245

Private Equity Wire

DECEMBER 10, 2024

Founded in 2016, Waste Services Group serves more than 10,000 customers across Australia, employing over 600 people. Under the terms of the deal, Livingbridge is retaining a significant minority share in the business through reinvestment.

Stakes 97

Stakes Leveraging Investment Firms Companies 97

The Motley Fool

MAY 27, 2024

Data from previous Bitcoin halvings The biggest reason for optimism is Bitcoin's price performance after the previous halving events that took place in 2012, 2016, and 2020. Halving Event Bitcoin Price at Halving Bitcoin Price 300 Days Later 2012 Near $12 $135 2016 Near $650 Near $1,550 2020 Near $8,600 Over $50,000 2024 Near $64,000 ???

Exchange-Traded Funds 246

Exchange-Traded Funds Returns Investment Firms Investors 246

The Motley Fool

MAY 30, 2024

The chipmaker, which was known as Avago until it bought the original Broadcom in 2016, impressed investors with its robust growth and bold acquisitions. From fiscal 2016 to fiscal 2023, Broadcom's adjusted revenue rose at a compound annual growth rate (CAGR) of 15%, its adjusted gross margin expanded from 60.5%

Accounting 246

Accounting Debt Portfolios Returns 246

The Motley Fool

FEBRUARY 27, 2025

When top holding Apple (NASDAQ: AAPL) was added to Berkshire's portfolio in the first quarter of 2016, it traded at a P/E multiple in the low teens. On top of the stock market being pricey, some of Berkshire Hathaway's core holdings aren't the values they once were. Perhaps it's no surprise that Buffett oversaw the sale of roughly 615.6

Investors 173

Investors Shareholders Stock Market Stock Market 173

The Motley Fool

JUNE 23, 2024

Singapore's Avago Technologies acquired the original Broadcom for $37 billion in 2016, inherited its brand, and relocated its headquarters to the U.S. Broadcom's expansion strategy is bold Broadcom has constantly expanded over the past eight years. to 74.7%, and its adjusted EPS increased at a CAGR of 21%.

Accounting 246

Accounting Returns Investors Portfolios 246

The Motley Fool

AUGUST 4, 2024

The company was formed in 2013, had its initial public offering (IPO) in 2016, and last year, earned approval for Casgevy, a gene-editing treatment for two blood-related disorders: sickle cell disease and transfusion-dependent beta-thalassemia. It's already well on its way.

Initial Public Offering 246

Initial Public Offering Shareholders Returns Companies 246

Private Equity Wire

OCTOBER 29, 2024

Founded by Cinven and Hannover Re in 2014 as Heidelberger Leben Group, Viridium was rebranded in 2016 and now manages approximately €67bn in assets.

Bidding 96

Bidding Private Equity Firms Private Equity Firms Asset Management 96

The Motley Fool

AUGUST 10, 2024

Chipotle Mexican Grill (19.5%) Ackman initially invested in Chipotle Mexican Grill (NYSE: CMG) in 2016 following food safety concerns, which left many customers seeking alternatives. Ackman has followed the company for a long time, briefly accumulating shares in 2016. Hilton's scale gives it several advantages.

Hedge Funds 246

Hedge Funds Portfolios Funds Enterprise Values 246

The Motley Fool

AUGUST 10, 2024

Investors should remember that Berkshire acquired the majority of its Apple shares between the first quarter of 2016 and the third quarter of 2018. At the beginning of 2016, Apple often traded at 10 times earnings. Its P/E ratio increased steadily during that time.

Banks 246

Banks Portfolios Returns Investors 246