Mon.Nov 13, 2023

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Car dealership M&A advisor DCG secures investment from Kaltroco

PE Hub

Baird served as financial advisor to DCG and a Hogan Lovells team led by Bill Curtin served as legal advisor. The post Car dealership M&A advisor DCG secures investment from Kaltroco appeared first on PE Hub.

Legal 224
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How to Help Gen Z Down the Path to Financial Wellness

XY Planning Network

Move over, Millennials; there’s a new class in town. Generation Z (Gen Z) is the latest age group phasing into the workforce. Those who work in financial planning know: it’s never too early to start. Every generation is shaped by the actions of their predecessors and the distinctive events and trends they collectively experience as they join the ranks of adulthood.

Financing 104
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Trending Sources

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Ascend Partners-backed MSPB snaps up Tequesta Family Medical Center

PE Hub

Based in South Florida, MSPB is a primary care-focused, multi-specialty physician group practice. The post Ascend Partners-backed MSPB snaps up Tequesta Family Medical Center appeared first on PE Hub.

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Can Barclays move beyond scandal and stagnation?

Financial Times - Banking

Chief executive CS Venkatakrishnan hopes a strategic review of the business can fix years of troubles at the British bank

Banks 114
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RTC Partners invests in four marketing and sales services firms

PE Hub

The investment will form the foundation for a marketing services platform. The post RTC Partners invests in four marketing and sales services firms appeared first on PE Hub.

Investing 205
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Quantum Capital strengthens client relations team with Stepstone founder

AltAssets

Stepstone Infrastructure and Real Assets founder David Altshuler joins energy investor Quantum Capital Group as partner and co-head of its investor relations team. The post Quantum Capital strengthens client relations team with Stepstone founder first appeared on AltAssets Private Equity News.

Capital 91

More Trending

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VC major Lightspeed launches blockchain joint venture, raises $285m debut fund

AltAssets

Blockchain-focused venture capital firm Lightspeed Faction, a joint venture with Lightspeed Venture Partners, has raised $285m for its inaugural fund. The post VC major Lightspeed launches blockchain joint venture, raises $285m debut fund first appeared on AltAssets Private Equity News.

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Branford-backed Lafayette Instrument scoops up scientific equipment supplier

PE Hub

Lafayette is a maker of scientific instrumentation equipment for the life sciences, polygraph and human evaluation markets. The post Branford-backed Lafayette Instrument scoops up scientific equipment supplier appeared first on PE Hub.

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ESG integration is a key consideration at RAISE Impact

Private Equity Wire

PARTNER CONTENT RAISE Impact is an impact investment strategy dedicated to investing in growth companies that are both profitable and committed to building a more sustainable future. The strategy’s Co-head, Aglaé Touchard Le Drian, highlights how ESG considerations are integrated into every stage of the investment cycle and act as an effective lever for value creation… Are clients growing more demanding about returns from ESG integration?

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Why private equity firms like investing in franchises

PE Hub

'Many franchise businesses are family-owned and still founder-led, and are within industries that we believe have good long-term tailwinds but are very fragmented,' says Orangewood's Alan Goldfarb. The post Why private equity firms like investing in franchises appeared first on PE Hub.

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How to rewrite Modern Portfolio Theory to integrate climate risk

Top 1000 Funds

When it comes to climate risk, traditional scenario analysis leaves investors with more questions than answers and omits uncertainty around physical risk and the interaction between physical risk, inflation and tipping points. Investors need to abandon modern portfolio theory and find a new approach that focuses on short-term scenarios.

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Encore Consumer-backed Tourtellot buys fruits and vegetable distributor Ryeco

PE Hub

The seller is the Reilly family, who continue to be an owner in the combined business. The post Encore Consumer-backed Tourtellot buys fruits and vegetable distributor Ryeco appeared first on PE Hub.

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Talk Your Book: Bitcoin Fundamentals

A Wealth of Common Sense

Today’s Talk Your Book is presented by Fidelity Digital Assets: On today’s show, we are joined by Chris Kuiper, Director of Research at Fidelity Digital Assets to give us an update on digital assets in 2023. On today’s show, we discuss: Fundamental reasons for Bitcoin’s positive performance in 2023 Q3 2023 Fidelity Digital Assets Signals Report Bitcoin first revisited Illiquid Bitcoin supply.

Assets 72
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Whitehorse hires Gallitano, Sheth for capital management team

PE Hub

Gallitano joined Whitehorse as senior principal, head of private wealth, while Sheth joined as senior principal, head of structured products. The post Whitehorse hires Gallitano, Sheth for capital management team appeared first on PE Hub.

Capital 189
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Battery recyclers set to take centre stage

Financial Times: Moral Money

Governments count on metals recycling boom for energy security

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Founders East buys Alumitech Architectural Glass and Metal

PE Hub

Alumitech Architectural Glass and Metal is a Bedford, Nova Scotia-based building envelope service provider. The post Founders East buys Alumitech Architectural Glass and Metal appeared first on PE Hub.

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Pantheon says timing for its new evergreen PE fund ‘could not be better’

AltAssets

Private markets investment major Pantheon has launched a new evergreen private equity fund targeting private and institutional investors. The post Pantheon says timing for its new evergreen PE fund ‘could not be better’ first appeared on AltAssets Private Equity News.

Funds 66
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HealthpointCapital hires Stevenson as managing director

PE Hub

Stevenson was co-founder and managing partner of MB Venture Partners. The post HealthpointCapital hires Stevenson as managing director appeared first on PE Hub.

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Don’t let your clients take Medicare advice from William Shatner!

Sara Grillo

Medicare may seem like a straightforward type of thing – it’s a government benefit that you just file for, right, how hard can it be? Well, not if you make mistakes. Today I’ve got Joanne Giardini-Russell to talk about why transitioning to Medicare is a big deal and how to help your clients avoid the common Medicare mistakes. We’ll discuss: Why is Medicare even important to talk about?

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Sumeru Equity Partners to take Q4 private in C$257m deal

PE Hub

Q4 is a Toronto-based capital markets access platform. The post Sumeru Equity Partners to take Q4 private in C$257m deal appeared first on PE Hub.

Capital 203
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Dutch Pension Funds Send Shockwaves Through Euro Swap Market

Pension Pulse

James Hirai of Bloomberg reports Dutch pension funds send shockwaves through euro swap market: Dutch pension funds are plowing cash into long-dated swap contracts, according to strategists, upending one of this year’s most popular trades. The funds, by far the region’s largest with more than €1.5 trillion in assets, are likely bidding up the paper to hedge for growing liabilities, strategists at Citigroup Inc. and Barclays Plc said.

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Norwest invests in Aesthetic Partners

PE Hub

With this capital infusion, Aesthetic Partners will invest in infrastructure and expansion across existing and new clinics. The post Norwest invests in Aesthetic Partners appeared first on PE Hub.

Investing 180
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General Atlantic acquires majority holding in Joe & the Juice

Private Equity Wire

Global private investment firm General Atlantic (GA) is to acquire a majority interest in Joe & the Juice, a fast-growing freshly-made juice, coffee, and sandwiches concept, from Valedo Partners, which will fully exit its investment in the Company. General Atlantic first partnered with Joe & the Juice through a strategic minority growth investment in 2016.

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Priveq-backed Integracare adds-on Living Assistance Services

PE Hub

Living Assistance Services, a personal support services and home healthcare provider based in Toronto. The post Priveq-backed Integracare adds-on Living Assistance Services appeared first on PE Hub.

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Bonaccord acquires minority stake in Kayne Anderson Private Credit

Private Equity Wire

Kayne Anderson Private Credit, a middle-market direct lending platform with $5bn in assets, has sold a passive minority stake in itself to Bonaccord Capital Partners, a subsidiary of asset manager P10 Inc, according to a report by Bloomberg. The report quites Ken Leonard, Co-head of Kayne Anderson as saying in an interview that, with the private credit market in a “Sweet spot”, the Chicago-based platform intends to use proceeds from the transaction to accelerate its growth.

Stakes 64
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General Atlantic to buy majority stake in Joe & the Juice

PE Hub

Joe & the Juice is a juice bar and coffee company based in Copenhagen. The post General Atlantic to buy majority stake in Joe & the Juice appeared first on PE Hub.

Stakes 180
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You Can Now Invest in More ETFs at Wealthfront

Wealthfront

Today we’re excited to announce that Wealthfront has added additional investment options in technology, treasuries, covered calls, and more to our menu of available ETFs. You can add any of these ETFs to your Automated Investing Account and Stock Investing Account. It’s never been easier to build a portfolio aligned with your interests. You can […] The post You Can Now Invest in More ETFs at Wealthfront appeared first on Wealthfront Blog.

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Brookfield Asset Management opens new Frankfurt office

PE Hub

Brookfield has been actively investing in Germany since 2013. The post Brookfield Asset Management opens new Frankfurt office appeared first on PE Hub.

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Navigating Financial Disasters (video)

The Big Picture

As promised, the full video of the Navigating Financial Disasters presentation from last month. In it, I tell the story of the Belfers, a successful American family of immigrants, and some of the woes that befell them. (Don’t worry, they are fine). You can find the full slide deck here. The post Navigating Financial Disasters (video) appeared first on The Big Picture.

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GA doubles down on Joe & the Juice; Orangewood among PE firms betting on franchises

PE Hub

GA ups its investment in Joe & the Juice. The post GA doubles down on Joe & the Juice; Orangewood among PE firms betting on franchises appeared first on PE Hub.

Investing 175
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Assessing the Headwinds in the Healthcare Provider Consolidation Process, With Mark Francis of Houlihan Lokey

The Healthcare Investor

The difficulties faced by healthcare provider consolidations could be temporary or they could indicate a long-term decline in the attractiveness of consolidation. Some challenges, like high debt and labor market imbalances, are temporary and don’t reflect the fundamental quality of the businesses involved. On this episode of The Corner Series , McGuireWoods’ Geoff Cockrell is joined by Mark Francis , managing director and global head of healthcare investment banking at Houlihan Lokey.

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O2-backed 4M Building Solutions invests in janitorial services provider LCS Facility Group

PE Hub

LCS Facility Group was founded in 2001. The post O2-backed 4M Building Solutions invests in janitorial services provider LCS Facility Group appeared first on PE Hub.

Investing 152
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How to Become Your Client’s Trusted Confidant

Don Connelly & Associates

We've frequently stressed the importance of building deep and trusting relationships with clients. Practically speaking, the stronger and more enduring your client relationships, the greater their lifetime value to you in terms of repeat business, growing assets under management, referrals, and family legacies. For financial advisors, the profit truly is in the relationship.

Assets 52
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ArcLight taps Ott as senior advisor

PE Hub

In this role, Ott will work with ArcLight on new investment opportunities in the power, infrastructure, and energy transition sectors. The post ArcLight taps Ott as senior advisor appeared first on PE Hub.

Investing 143