Sat.May 04, 2024 - Fri.May 10, 2024

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Blackwell Security Raises $13M in Funding

FinSMEs

Blackwell Security, an Ann Arbor, MI-based provider of specialized cybersecurity solutions for the healthcare sector, raised $13M in funding. The round was led by General Catalyst and Rally Ventures. As part of the announcement, Blackwell has appointed Geyer Jones as their first Chief Executive Officer. The company intends to us the funds to broaden their […] The post Blackwell Security Raises $13M in Funding appeared first on FinSMEs.

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Drivewise Safe Driving App Reduces Crash Risk 25%, According to Allstate

The Motley Fool

Image source: Getty Images Some of the best car insurance companies are now offering data-driven safe driving apps, also called telematics, or usage-based car insurance. With safe driving apps, car insurance customers agree to share some of their driving data and everyday behavior behind the wheel with the insurer. If you drive safely, you can qualify for discounts on car insurance.

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Trending Sources

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Translating Wall Street Jargon

A Wealth of Common Sense

I saw the following headline earlier this week: I didn’t even need to read the actual article to know what the message would be. The tell here was the term ‘veteran forecaster’ In finance-speak, veteran forecaster can be translated to mean someone who is supremely confident in their predictions but almost always wrong. It has to be this way because forecasters are so unreliable.

Financing 125
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New Report: Businesses Increasingly Choose Private Credit for Financing

American Investment Council

Washington, D.C. – The American Investment Council (AIC) released a report today, authored by PitchBook , highlighting the growing role of private credit in serving small and middle-market businesses. “Private credit is playing a crucial role in supporting businesses and delivering impressive returns for investors, especially in uncertain times,” said Drew Maloney, President & CEO of the American Investment Council. “The industry’s resilience and flexibility are filli

Financing 125
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Definely Raises $7M in Series A Funding

FinSMEs

Definely, a London, UK-based legaltech company focused on making legal documents easy to read, edit and understand, raised $7M in Series A funding. The round was led by Octopus Ventures, with participation from Cornerstone VC, Zrosk Investment Ltd., and angerls Claire Hughes Johnson, Comron Sattari, Ajay Patel, and Babatunde Soyoye. Edward Keelan, partner at Octopus […] The post Definely Raises $7M in Series A Funding appeared first on FinSMEs.

Funds 117
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Warren Buffett's Latest $2.6 Billion Buy Brings His Total Investment in This Stock to More Than $77 Billion in Under 6 Years

The Motley Fool

Last weekend, in the neighborhood of 40,000 investors flocked to Omaha for Berkshire Hathaway 's (NYSE: BRK.A) (NYSE: BRK.B) annual shareholder meeting. The lure was simple: to hear the "Oracle of Omaha," Warren Buffett, speak about stocks, the U.S. economy, and his investing philosophy for hours on end. Since taking over as the CEO of Berkshire Hathaway in the mid-1960s, Buffett has run circles around Wall Street's broad-market stock indexes many times over.

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More Trending

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US Equities: 9% Forever?

The Big Picture

It’s taken me months to organize all of my research for my next book project; it’s a lot of stuff, some dating back to 2000. Much of it reflects the bad ideas and numbers, and worse advice, that float around Wall Street. A lot of it has not aged well. But every now and then, something I saved turned out to be prescient — not because it was lucky, but because it contained a well-considered insight that has stood the test of time.

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Commit Biologics Raises €16M in Seed Financing

FinSMEs

Commit Biologics, an Aarhusm, a Denmark-based company which specializes in activating the complement system to treat cancer and autoimmune disease, raised €16M in Seed funding. Backers included Bioqube Ventures and Novo Holdings. The company intends to use the funds to accelerate development of its Bispecific Complement Engaging (BiCE™) platform. Led by CEO Krishna Polu, Commit […] The post Commit Biologics Raises €16M in Seed Financing appeared first on FinSMEs.

Financing 113
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Why Shopify Stock Fell Hard This Week

The Motley Fool

Shopify (NYSE: SHOP) stock declined significantly this week. Shares dropped 16% through Thursday trading as compared to a 1.5% rally in the wider market, according to data provided by S&P Global Market Intelligence. That slump added to a tough year so far for owners of the e-commerce infrastructure platform, which is down 20% in 2024, while the S&P 500 has risen 9%.

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Is Social Security Going Bankrupt?

A Wealth of Common Sense

Your favorite tax expert Bill Sweet joined me on the show again this week to discuss questions about downshifting your risk as you approach retirement, the most tax-efficient way to pay for a medical procedure, when DIY investors should consider an advisor, the Rule of 55 and how to prepare for taxes in retirement. Further Reading: Can Young People Still Count on Social Security?

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May newsletter: Better quarterly commentary

Investment Writing

Want to do a better job on your next quarterly commentary? You’ve finished your first-quarter commentary, but you have a nagging feeling you could have done a better job editing it. Check out the five-step process in my blog post on “ 5 steps for rewriting your investment commentary ”! Also, if you’re writing for an audience of individual investors, pay attention to my list of “ Words to avoid in your investment communications with regular folks. ” You might also enjoy “ Investment commentary nu

Assets 104
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Opmed.ai Secures $15M in Series A Funding

FinSMEs

Opmed.ai, a Boston, MA-based provider of an AI optimization platform for healthcare, raised $15M in Series A funding. The round was led by NFX and Grove Ventures, with participation from Secret Chord Ventures, the Impact investor Sir Ronald Cohen, and Unbox Ventures. The company intends to use the funds to expand operations and development efforts. […] The post Opmed.ai Secures $15M in Series A Funding appeared first on FinSMEs.

Funds 116
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This Ultra-High-Yield Dividend Stock is a Tale of 2 Portfolios

The Motley Fool

Medical Properties Trust (NYSE: MPW) is one of the world's largest hospital owners. The real estate investment trust (REIT) owns 436 facilities in nine countries and has leased or mortgaged its properties to 53 hospital operating companies. While the healthcare REIT has a fairly well-diversified portfolio, it has become a tale of two portfolios. It's the best of times for its international portfolio and those in the U.S. not leased to Steward Health Care or Prospect Medical Holdings.

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Ancala exits Dragon LNG Group interests to VTTI

Private Equity Wire

Independent infrastructure manager Ancala will sell its 50% interest in Dragon LNG Group, the owner and operator of a liquefied natural gas regasification terminal to VTTI, a global specialist in energy storage and developer of energy infrastructure. Dragon’s terminal, which is located in Milford Haven, Wales, is one of three LNG terminals in the UK, and has a gas send out rate of up to 9bn cubic meters per annum.

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The Worst Bond Bear Market Ever Marches On

A Wealth of Common Sense

I write a lot about bear markets. Here’s a random assortment of my greatest hits in recent years: The 2 Types of Bear Markets How Often Do Bear Markets Occur? Dollar Cost Averaging in a Bear Market Wins Again Bear Markets are Transitory We’re Still in a Bear Market You Know I focus on corrections, bear markets, and crashes because those are the truly important times for investors.

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Stella Automotive AI Raises $19.7M in Series A Funding

FinSMEs

Stella Automative AI, a Tampa, FL-based provider of automotive artificial intelligence technology, raised $19.7M in Series A funding. The raise included both newly invested capital and outstanding convertible notes that converted into this Series A issuance. Backers included Reynolds and Reynolds, Qvale Auto Group, OREMOR Automotive Group, Mills Automotive Group, Bowers Automotive Group, MileOne Autogroup, […] The post Stella Automotive AI Raises $19.7M in Series A Funding appeared first o

Funds 116
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How Much Money Do Retirees Need in Their Savings Accounts?

The Motley Fool

Image source: Getty Images If retirement is on the horizon, you might already be planning, strategizing, and dreaming about everything you're going to do once you no longer have to report to a job. Far be it from me to add to your to-do list, but have you given any thought to the state of your savings? Boring topic, I know -- but absolutely essential once you're on a fixed income.

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Squire Patton Boggs adds leveraged finance Partner

Private Equity Wire

Squire Patton Boggs has appointed Chris Hastings as a Partner in its financial services practice group in London. Hastings, who joins from Eversheds Sutherland, is a finance lawyer focused on leveraged and acquisition financing. Hastings acts for private equity firms and their portfolio companies, corporate borrowers and for private credit funds in relation to transactions at all levels of capital structures.

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Deal Roundup: Blackstone, Vista complete Energy Exemplar deal, Bain Capital buys into Sikich

AltAssets

Blackstone and Vista Equity Partners have completed their buyout of Energy Exemplar, an Australian provider of energy market simulation software, in a deal believed to be worth more than $1bn. The company’s platform aims to help energy market participants optimize decision-making across both new asset development and existing operations. The company has grown at 30% CAGR since […] The post Deal Roundup: Blackstone, Vista complete Energy Exemplar deal, Bain Capital buys into Sikich first ap

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Ciba Health Raises $10M in Series A Funding

FinSMEs

Ciba Health, a NYC-based digital health company, raised $10M in Series A funding. The round was led by DigiTx Partners, with participation from E12 Ventures, 3CC Capital, Plug and Play Ventures and angel investors. The company is using the funds to accelerate product development and scale its operations to meet growing market demand. Led by […] The post Ciba Health Raises $10M in Series A Funding appeared first on FinSMEs.

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How Should a Beginner Invest in Stocks? Try This Index Fund.

The Motley Fool

Getting started as an investor may seem intimidating for one big reason. You often hear about particular stocks -- market stars of the moment -- that have soared. And you may think that to become a successful investor, you need to identify the star of tomorrow. Nvidia 's a great example of today's star, climbing 215% over the past year thanks to its dominance in the artificial intelligence (AI) chip market.

Funds 246
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Blackstone and Vista complete Energy Exemplar acquisition

Private Equity Wire

Private equity funds affiliated with Blackstone and Vista Equity Partners have completed their previously announced acquisition of Energy Exemplar, a global provider of energy market simulation software solutions. Energy Exemplar’s cloud software suite, headlined by PLEXOS and Aurora, is used for short-term analysis to long-term planning studies.

Funds 93
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BBVA’s Carlos Torres, banker with a fixed idea

Financial Times M&A

The chair of Spain’s third-biggest lender has turned hostile in his €12bn second attempt to buy TSB owner Sabadell

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Averto Medical Raises $30M in Series A Financing

FinSMEs

Averto Medical, a San Francisco, CA-based clinical-stage medical device company, raised $30M in Series A funding. The round was led by Cormorant Asset Management with participation from Venrock Healthcare Capital Partners, LifeSci Venture Partners, CVF, and other investors. In connection with this financing, Averto Medical announced that Ken Song, MD will serve as Executive Chairman with Dan […] The post Averto Medical Raises $30M in Series A Financing appeared first on FinSMEs.

Financing 113
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5 Metrics That Are Far More Important Than a Stock's Dividend Yield

The Motley Fool

When scanning the market for passive income plays, it's easy to get enamored of a stock with a high yield. But yield is arguably one of the most overrated qualities of a dividend-paying company. Here are five metrics that can help you evaluate a dividend stock beyond its yield. Image source: Getty Images. 1. Free cash flow yield Free cash flow (FCF) yield is one of my favorite metrics for any company, not just dividend stocks.

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South Florida entrepreneur launches PE firm Exuma 

Private Equity Wire

South Florida businessman and entrepreneur Anthony Perera has launched Exuma Capital Partners, a private equity firm that will invest in high-growth middle markets across the technology, real estate, food and beverage, and home services industries. In a press statement, the firm said that its mission was “to generate superior returns for investors by fostering growth in underserved and fragmented markets”.

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Deal Roundup: Charlesbank seals dental membership plan merger, Apis exits Adumo

AltAssets

Charlesbank Capital Partners has launched Kleer-Membersy through the acquisition and merger of its namesake companies – both providers of technology-driven dental membership plans. The combined company will support an aggregate footprint of 20,000 dentists and millions of patients across all 50 states, covering everything from solo practices to the largest DSOs in the country.

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Inkbit Closes $19M Financing

FinSMEs

Inkbit, a Medford, MA-based company which specializes in advanced additive manufacturing solutions, raised $19M in funding. The round was led by Ingersoll Rand (NYSE: IR), with participation from Future Labs Capital, GC Ventures America, iGlobe Partners, Ocado, Phoenix Venture Partners, Stratasys, Zeon Ventures, and other private investors. As part of the transaction, Jason Weber, Vice President of Engineering, […] The post Inkbit Closes $19M Financing appeared first on FinSMEs.

Financing 113
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Here's Everything We Know About the 2025 Social Security Cost-of-Living Adjustment (COLA) So Far

The Motley Fool

The 3.2% Social Security cost-of-living adjustment (COLA) for 2024 was a bit of a disappointment after the 8.7% COLA for 2023 set a 40-year high. It's been especially tough for seniors who depend heavily on their benefits, as inflation is picking up speed once again. Many are now shifting their focus to the 2025 COLA, set to be announced this fall, in the hope that it will bring some relief.

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Atlas Holdings sells NPX One to PE firm Breck

Private Equity Wire

Connecticut-based private equity firm Atlas Holdings has sold NPX One, a US manufacturer and supplier of polystyrene trays for fresh protein, to Dallas-based private equity firm Breck Partners. Terms of the transaction have not been disclosed. Atlas acquired the assets which comprise NPX One with its purchase of Sealed Air Corporation’s North American foam trays and absorbent pads (TAP) businesses in 2015, which was renamed Novipax.

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When clients are concerned about having enough money in retirement

Million Dollar Round Table (MDRT)

By Matt Pais, MDRT Content Specialist If your clients have enough money for retirement but worry about how to generate their income, Adrian George, CFP, TEP , breaks down their savings into five areas: Minimum guaranteed income Risk management Discretionary spending Toys Estate goals This connects their assets to what they want to achieve, rather than a linear plan of a fixed income amount.

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Daloopa Raises $18M in Series B Funding

FinSMEs

Daloopa, NYC-based AI-powered historical data provider, raised $18M in Series B funding. The round was led by Touring Capital with participation from Morgan Stanley and existing investor, Nexus Venture Partners. The company intends to use the funds to further innovate its proprietary algorithm and build product solutions that further improve the quality of data in […] The post Daloopa Raises $18M in Series B Funding appeared first on FinSMEs.

Funds 113
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Here's the Effortless Way to Increase Your Social Security Check by $1,033 Per Month

The Motley Fool

Millions of retired seniors today collect a monthly benefit from Social Security. For many of those people, that monthly benefit constitutes the bulk of their senior income. That's why it's so important to do what you can to get the most out of Social Security. One simple move on your part could lead to a higher monthly payday for the rest of your life.

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Credit, special situations-focused Avenue Capital bags $1bn of new Europe-focused funds

AltAssets

Credit and special situations investor Avenue Capital has pulled in more than $1bn for its latest Europe-focused fund and separately managed accounts. The post Credit, special situations-focused Avenue Capital bags $1bn of new Europe-focused funds first appeared on AltAssets Private Equity News.

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