Private Equity Wire

OCTOBER 25, 2023

Private Equity Wire has announced the winners of its US Awards 2023, which recognise excellence among private equity fund managers and service providers in the US across a wide range of categories. The awards were presented at an exclusive ceremony and networking event today (Wednesday, 25 October), at The Penn Club, New York. Voting for the awards was conducted via an online poll of the entire Private Equity Wire userbase, where participants were asked to make their choice among the shortlisted

Buyout 88

Buyout Law Firms Deal Origination Debt 88

The Motley Fool

OCTOBER 22, 2023

One of the top recession indicators flashed a warning signal about 15 months ago, and now, it's getting louder and brighter. Two-year Treasury bonds started to yield more than 10-year T-notes last summer in what's called a yield-curve inversion. In normal times, the yield curve slopes up and to the right. That is, longer-dated bonds offer a higher yield than shorter-dated bonds.

Debt 258

Debt Investors Returns Investing 258

PE Hub

OCTOBER 27, 2023

Sheridan invested alongside Ascend’s surgeons and management, who have retained a meaningful ownership stake in the business. The post Sheridan Capital forms Ascend Plastic Surgery Partners appeared first on PE Hub.

Capital 238

Capital Stakes Investing Funds 238

Private Equity Info

OCTOBER 25, 2023

Learn how our M&A research database can accelerate your deal flow. Find answers to common questions about our powerful tools, data accuracy, and personalized customer service. Schedule a demo today!

Deal Flow 219

Deal Flow 219

A Wealth of Common Sense

OCTOBER 22, 2023

Every three years the Federal Reserve puts out a report that summarizes the changes to family finances in the United States. I know averages, aggregates, medians and such never tell the entire story but directionally this stuff can be helpful in terms of understanding where things stand. Let’s dig in. Real median net worth for U.S. households was up a stunning 37% from 2019-2022.

Financing 139

Financing Finance 139

The Motley Fool

OCTOBER 27, 2023

For more crisp and insightful business and economic news, subscribe to The Daily Upside newsletter. It's completely free and we guarantee you'll learn something new every day. This week, a curious press release came through the Power Corridor inbox. The U.S. Securities and Exchange Commission announced that it charged BlackRock – the largest money manager in the world, with nearly $10 trillion in assets – for failing to properly disclose to its customers $75 million of investments it made in the

Securities and Exchange Commission (SEC) 246

Securities and Exchange Commission (SEC) Assets Financing Finance 246

The Big Picture

OCTOBER 23, 2023

The chart in this morning’s reads shows what it is going to cost to fund the interest payments on the federal debt. It’s gone vertical as rates have moved from effectively 0 to over 5%. When rates were zero all of corporate America refinanced, lowering the cost of their debt to historically low levels. Households did the same; today 61% of homeowners with a mortgage are paying 4% or less in interest.

Debt 132

Debt Taxes Liabilities Financing 132

A Wealth of Common Sense

OCTOBER 27, 2023

Here’s something Henry Blodget wrote about notorious stock market bear John Hussman: Every historical indicator Hussman is looking at is suggesting that the stock market is wildly overvalued and headed for a period of lousy returns. How lousy? John Hussman thinks there’s a good chance the stock market will soon crash 40-50 percent. And even if the market doesn’t crash, Hussman thinks stocks are priced to.

Stock Market 128

Stock Market Stock Market Returns 128

The Motley Fool

OCTOBER 27, 2023

China-based online auto insurance and after-sales services company SunCar Technology (NASDAQ: SDA) drifted far back in the slow lane this week, at least as far as Mr. Market was concerned. The company's stock price declined by just under 28% over the period, according to data compiled by S&P Global Market Intelligence , following its announcement of a secondary share issue.

Capital 246

Capital Investors Returns Companies 246

PE Hub

OCTOBER 26, 2023

D’Onofrio Insurance is an agency providing commercial and personal insurance to clients in the region. The post PE-backed Hub International buys D’Onofrio Insurance assets appeared first on PE Hub.

Assets 218

Assets 218

The Reformed Broker

OCTOBER 24, 2023

Conservatory at Biltmore, by Ann Vasilik via Our State There are four million households in North Carolina. Approximately half of those households (1.922 million) are comprised of a married male and female with children. Another half million are a female head of household with kids. There’s 180,000 or so male-led homes with children and then 1.4 million non-family households.

117

117

A Wealth of Common Sense

OCTOBER 26, 2023

Further Reading: Do Valuations Even Matter For the Stock Market? 1I would argue real estate would be a close second on this list from an inflation hedge perspective but the long run returns are much harder to calculate when you include things like ancillary costs, mortgage rates, refinancing, leverage, etc. 2And this is real since stocks are a real asset.

Stock Market 117

Stock Market Stock Market Returns Leveraging 117

The Motley Fool

OCTOBER 27, 2023

Image source: Getty Images Although many of us are still putting together last-minute costumes for Halloween and refreshing our candy supplies, the winter holidays will be here before we know it. And that's apt to be a pretty expensive time of the year. The average consumer is expected to spend $875 this year on holiday gifts and purchases, according to the National Retail Federation.

Debt 246

Debt 246

PE Hub

OCTOBER 23, 2023

According to terms of the deal, EngageSmart stockholders will receive $23.00 per share in cash upon completion of the proposed transaction. The post Vista to acquire software firm EngageSmart in take-private $4bn deal appeared first on PE Hub.

219

219

FinSMEs

OCTOBER 26, 2023

Cranium, a Short Hills, NJ-based AI security company, raised $25M in Series A funding. The round, which brought the total amount to $32M, was led by Telstra Ventures with participation from KPMG LLP and SYN Ventures. The company intends to use the funds for innovation, research and development (R&D), and business expansion. Led by CEO Jonathan […] The post Cranium Raises $25M in Series A Funding appeared first on FinSMEs.

Funds 113

Funds Companies 113

Financial Times: Moral Money

OCTOBER 22, 2023

The investing framework is now facing a mountain of troubles, almost all of them of its own making

Investing 145

Investing 145

The Motley Fool

OCTOBER 25, 2023

For more crisp and insightful business and economic news, subscribe to The Daily Upside newsletter. It's completely free and we guarantee you'll learn something new every day. When Caroline Ellison started her job at crypto hedge fund Alameda Research in 2018, she found a firm in disarray long before its implosion. The former chief executive of Alameda and star witness in the trial of her boss and former romantic partner, FTX co-founder Sam Bankman-Fried, described how she and her colleagues wer

Hedge Funds 246

Hedge Funds Banks Capital Accounting 246

PE Hub

OCTOBER 25, 2023

Precipart was founded in 1950 by the Laubscher family, who will retain a significant minority ownership stake in the company. The post KKR to invest in machining manufacturer Precipart appeared first on PE Hub.

Investing 218

Investing Stakes Companies 218

FinSMEs

OCTOBER 26, 2023

Nocturne, a NYC-based protocol enabling on-chain private accounts, raised $6m in seed funding. The round was co-led by Bain Capital Crypto and Polychain Capital with participation from Vitalik Buterin and other members of the Ethereum community, as well as Bankless Ventures, HackVC and Robot Ventures. This seed round will accelerate the production and deployment of Nocturne’s […] The post Nocturne Raises $6M in Seed Funding appeared first on FinSMEs.

Funds 109

Funds Capital Accounting 109

Financial Times: Moral Money

OCTOBER 23, 2023

New financial tools are at hand to help us invest in the value of the economic benefits the natural world provides

Investing 135

Investing 135

The Motley Fool

OCTOBER 25, 2023

Image source: Getty Images I'm a very goal-oriented person, and this is a quality that has persisted in me through all the circumstances and many (MANY) changes I've seen over my nearly four decades of life. As I write this, I'm feeling extremely proud of myself for meeting the biggest savings goal I've ever set. Last year, I decided that I wanted to save $50,000 to buy a home in 2024, and I have officially hit the target.

Banks 246

Banks Taxes Accounting Debt 246

PE Hub

OCTOBER 26, 2023

Roko Labs was founded in 2013 by Dmitry Rakovitsky, Sergei Selin, and Amy Kadomatsu. The post Software developer Roko Labs grabs investment from WestView appeared first on PE Hub.

Investing 213

Investing 213

FinSMEs

OCTOBER 25, 2023

LegalMation, Inc., a Los Angeles, CA-based market leader in Generative AI-driven solutions for high-volume litigation, raised $15m in Series A financing. The round was led by Aquiline Capital Partners LP, Aquiline Technology Growth, with continued participation from existing investors Motley Fool Ventures, REV Venture Partners, Key Venture Partners, Quick Set LLC, and Brentwood Investments.

Funds 109

Funds Financing Finance Capital 109

Top 1000 Funds

OCTOBER 25, 2023

CIO of Iowa Public Employees Retirement System, Siriam Lakshminarayanan, explains its approach to active risk and why portable alpha, alternative risk premium, and tactical asset allocation make a good, three-pronged strategy.

Assets 105

Assets Investors 105

The Motley Fool

OCTOBER 24, 2023

When it comes to Walt Disney (NYSE: DIS) as an investment these days it appears to be a Country Bear Jamboree. The boo birds are everywhere, driving the stock to a nine-year low earlier this month. Short interest is in its historical range, but the stock chart shows that bulls are in short supply. It's just a matter of time before sentiment changes.

Stakes 246

Stakes Assets Shareholders Accounting 246

PE Hub

OCTOBER 24, 2023

SurgNet Health Partners is newly backed by Fulcrum Equity Partners, Leavitt Equity Partners, and Harpeth Capital. The post PE-backed SurgNet Health Partners acquires two surgical services providers appeared first on PE Hub.

Capital 217

Capital 217

FinSMEs

OCTOBER 24, 2023

Yourco, an Indianapolis, IN-based provider of a SMS-based platform for non-desk employees, raised $2M in Seed funding. The round was led by Ground Game Ventures, with participation from Allos Ventures, Start Something Ventures, Elevate Ventures and Flywheel Fund. The company intends to use the funds to accelerate growth and product development. Co-founded by CEO Brodie […] The post Yourco Raises $2M in Seed Funding appeared first on FinSMEs.

Funds 109

Funds Companies 109

The Big Picture

OCTOBER 23, 2023

My back-to-work morning train WFH reads: • Charles Schwab Has Had a Terrible Year. The Surprising Reason the Brokerage King Won’t Be Dethroned. For some advisors, the move to Charles Schwab from TD Ameritrade didn’t go smoothly. Chances are, they’ll stick around anyway. ( Barron’s ) • A Recession Is No Longer the Consensus : In WSJ survey, economists lower recession probability below 50% and say Fed is finished raising interest rates. ( Wall Street Journal ) but see Car Owners

Debt 103

Debt Funds Investing Companies 103

The Motley Fool

OCTOBER 24, 2023

Image source: Getty Images I was a freelance writer for about 10 years -- picking up writing jobs in addition to working full time or going to school -- before I finally struck out on my own. The transition wasn't easy, but starting slow and building up my experience over time eventually led to bigger clients and more pay. Nearly half of all Americans have a side hustle, according to data from Pymnts and LendingClub.

Consultants 246

Consultants Consulting Financing Finance 246

PE Hub

OCTOBER 25, 2023

Churchill Asset Management and Oaktree Capital provided the financing for the deal. The post Ridgemont recaps power and infrastructure company National Power appeared first on PE Hub.

Companies 210

Companies Asset Management Financing Finance 210

FinSMEs

OCTOBER 24, 2023

QuoteWell, an Austin, TX-based tech-enabled commercial insurance wholesale brokerage, raised over $15M in Series A funding. The round was led by NEA with participation from Goldcrest and Floating Point. The company intends to use the funds to expand its team and enhance the infrastructure for automation and operational efficiencies. Led by Joey Bouchard, CEO and […] The post QuoteWell Raises Over $15M in Series A Funding appeared first on FinSMEs.

Funds 109

Funds Companies 109

American Investment Council

OCTOBER 26, 2023

WASHINGTON, D.C. – Punchbowl News recently hosted an event sponsored by the American Investment Council examining how private equity supports local economies by investing in small businesses. In 2022,  85 percent  of all private equity investments went to support small businesses with fewer than 500 employees. The event featured a conversation with Punchbowl News Founder Anna Palmer and U.S.

Securities and Exchange Commission (SEC) 100

Securities and Exchange Commission (SEC) Investing Startups Capital 100

The Motley Fool

OCTOBER 25, 2023

Image source: Getty Images If you are in the process of applying for a mortgage loan , it's very important to be smart about how you use your credit cards. That's because your behavior with those credit cards could affect whether you get a loan -- as well as how much you have to pay for it. In particular, there are a few key things you need to do to make sure your credit habits don't affect your efforts to buy a home with an affordable home loan.

Debt 246

Debt 246

PE Hub

OCTOBER 25, 2023

KKR is investing in machining manufacturer Precipart. The post KKR, with new fund, sees growth-tech opportunities; K1 runs continuation fund deal on 3 assets, including ReThink appeared first on PE Hub.

Assets 208

Assets Funds Investing 208