The Motley Fool

JANUARY 2, 2024

He has made hundreds of millions of dollars on Apple (NASDAQ: AAPL) stock and now runs a $19 billion investment firm. In this video, Travis Hoium highlights what the firm owns and where Gore sees opportunities in the market. Stock prices used were end-of-day prices of Dec. The video was published on Dec. 31, 2023.

Investment Firms 130

Investment Firms Investing Returns Portfolios 130

AltAssets

OCTOBER 24, 2023

OrbiMed, a global healthcare investment firm, has raised more than $4.3bn in commitments for its latest private investment funds. The new funds are: OrbiMed Private Investments IX, OrbiMed Asia Partners V and OrbiMed Royalty & Credit Opportunities IV.

Investment Firms 85

Investment Firms Funds Investing 85

AltAssets

OCTOBER 24, 2023

Northleaf Capital Partners, a global private markets investment firm focused on mid-market companies and assets, has revealed it is back on the fundraising market with a new fund.

Investment Firms 76

Investment Firms Funds Investing Assets 76

The Motley Fool

JULY 6, 2024

If you bought shares of cosmetics retailer Ulta Beauty (NASDAQ: ULTA) 10 years ago, you should be quite satisfied. After all, the beauty stock is up more than 300% in the past decade, far outpacing the return of the S&P 500. However, the performance of Ulta Beauty stock year to date is another matter entirely.

Hedge Funds 130

Hedge Funds Investment Firms Investing Debt 130

Private Equity Wire

SEPTEMBER 8, 2023

Ex-Goldman Partners to launch new private credit investment firm Submitted 08/09/2023 - 10:51am Former Goldman Sachs Group Inc partners Tom Connolly and Mike Koester are looking to capitalise on the recent growth in the burgeoning private credit space with the launch of a new, New York-based firm, 5C Investment Partners.

Investment Firms 59

Investment Firms Asset Management Investing Banks 59

Africa Capital Digest

MARCH 24, 2024

The post DOB Equity’s Co-CEOs to leave impact investment firm first appeared on Africa Capital Digest. To read this article, you must be a paid subscription member. Current members login here) [.]

Investment Firms 40

Investment Firms Investing Capital 40

Sara Grillo

APRIL 26, 2024

In this blog I provide a quick take on whether or not it makes sense to try to get a job at a big investment firm after you graduate from college, or if it’s better to work at a smaller firm. The advantages of working at a big investment firm There are certain advantages to working at a big firm right after college.

Investment Firms 52

Investment Firms Consultants Consulting Investing 52

The Motley Fool

AUGUST 30, 2023

He heads the Berkshire Hathaway investment company, which has outperformed the benchmark S&P 500 for more than 50 years! Warren Buffett is widely considered to be one of the world's best investors.

Investment Firms 147

Investment Firms Initial Public Offering Investing Legal 147

Financial Times M&A

SEPTEMBER 20, 2023

Sixth Street and Pimco in consortium seeking to capitalise on Wall Street bank’s retreat from consumer lending

Investment Firms 68

Investment Firms Investing 68

Financial Times M&A

MARCH 6, 2023

Proposed firm will manage assets for two state-backed funds and International Holding Company

Investment Firms 52

Investment Firms Funds Investing Assets 52

The Motley Fool

MARCH 28, 2024

Short the stock now, says investment firm Kerrisdale Capital, an investment firm based in New York City, published a report lambasting MicroStrategy while recommending that investors go long on Bitcoin. As a result, MicroStrategy's share price fell at a double-digit rate, closing more than 11% lower.

Enterprise Values 244

Enterprise Values Investment Firms Assets Returns 244

Private Equity Wire

JULY 16, 2024

Private credit and secondaries investment firm Star Mountain Capital has promoted Curtis Glovier to Managing Director and Strategic Portfolio Officer, based between New York and Florida. Glovier was most recently a senior advisor at the firm, having joined in 2020, according to his LinkedIn profile.

Capital 92

Capital Private Equity Firms Private Equity Firms Consultants 92

Private Equity Wire

JULY 23, 2024

An affiliate of $64bn global alternative investment firm HIG Capital has acquired Naturalia Tantum, a company operating in the Italian organic beauty & personal care sector. HIG’s investment is in partnership with the company’s current management team.

Capital 97

Capital Stakes Investment Firms Companies 97

Private Equity Wire

JULY 12, 2024

Bain Capital, a US private investment firm around $185bn of AUM, is to acquire wealth management software company Envestnet in a deal valued at $4.5bn, according to a report by the Wall Street Journal. Bain Capital has agreed to pay $63.15 per share for Envestnet, which represents a 2.4% Bain Capital has agreed to pay $63.15

Capital 85

Capital Financial Institutions Stakes Debt 85

Private Equity Wire

JULY 19, 2024

Private credit and secondaries investment firm Star Mountain Capital has appointed James Camarda as Managing Director in its Tampa, Florida office. In his new role, Camarda will work with investors on portfolio optimisation investments and potential liquidity needs through the firm’s secondaries business.

Capital 104

Capital Banks Investment Firms Portfolios 104

Private Equity Wire

JULY 24, 2024

Platinum Equity, a private investment firm with more than $48bn in assets, is to acquire GSM Outdoors, a US outdoor and consumer sporting goods company with a portfolio of around 50 brands, from Gridiron Capital. Financial terms of the acquisition, which is expected to complete in Q3 2024, have not been disclosed.

Banks 93

Banks Financing Finance Assets 93

Private Equity Wire

JULY 15, 2024

Global private markets investment firm Partners Group has appointed Michael Marquardt, Partner and Head of Business Services, to the firm’s executive team with responisbility for overseeing the firm’s business services platform.

Business Services 96

Business Services Investment Firms Investors Investing 96

Private Equity Wire

JULY 22, 2024

Amberjack Capital Partners, a private equity investment firm focused on the industrial, infrastructure and environmental sectors, has exited its investment in Best Trash, with a sale to HIG Capital.

Capital 98

Capital Investment Firms Investing Companies 98

Private Equity Wire

JULY 24, 2024

Global private investment firm KKR is to acquire Janney Montgomery Scott, a wealth management, investment banking and asset management firm with over $150bn in assets under administration, from The Penn Mutual Life Insurance Company.

Asset Management 93

Asset Management Investment Banking Investment Banks Private Companies 93

Private Equity Wire

JULY 23, 2024

Los Angeles-based global private investment firm Atar Capital has sold its portfolio company, Microcel, a distributor of lifestyle products in Canada, to Canadian distribution company TDL Gentek. The transaction closed on 17 July. Microcel was founded in 1989 in Newmarket, Ontario.

Capital 98

Capital Financing Finance Investment Firms 98

Private Equity Wire

JULY 24, 2024

Adams Street Partners, a private markets investment firm with more than $59bn in AUM, has appointed Chief Operating Officer Jim Walker as its Global Head of Wealth.

Investment Firms 73

Investment Firms Investing 73

Private Equity Wire

MAY 29, 2024

A consortium led by US private investment firm KKR and Singapore Telecommunications is leading the race to acquire a $1bn minority stake in Asian data centre provider ST Telemedia Global Data Centres, according to a report by Reuters.

Stakes 85

Stakes Bidding Investment Firms Assets 85

Private Equity Wire

FEBRUARY 6, 2024

By Sumit Gupta Co-Founder and Managing Director, Oxane Partners Private market investment firms prepare themselves as the market continues to grow. As investors continue to increase their allocation to private transactions, questions around investment firms’ processes, systems, and preparedness to handle a black swan event looms large.

Leveraging 94

Leveraging Banks Investment Firms Assets 94

Private Equity Wire

JULY 18, 2024

A strategic partnership of funds and accounts managed by the credit businesses of global investment firms Carlyle and KKR is to purchase an approximately $10.1bn portfolio of prime student loans from Discover Financial Services.

Portfolios 90

Portfolios Financial Services Assets Financing 90

Private Equity Wire

JULY 1, 2024

French private equity firm PAI Partners and Spanish investment firm Inveready have collaborated on a bid for Avatel, Spain’s fifth-largest telecoms company, according to a report by Expansion, citing unidentified market sources.

Bidding 98

Bidding Private Equity Firms Private Equity Firms Investment Firms 98

Private Equity Wire

JULY 5, 2024

An affiliate of HIG Capital, a global alternative investment firm with $64bn of capital under management, is to acquire CGH Group, a manufacturer of large, engineered storage tanks and tank accessories in EMEA. CGH was established in the mid-1990s and is headquartered in Bydgoszcz, Poland.

Capital 97

Capital Investment Firms Companies Investing 97

Private Equity Wire

JULY 10, 2024

Monomoy Capital Partners, a private investment firm focused on the middle market, has closed its oversubscribed fifth private equity fund (Fund V) at $2.25bn, including a $250m GP commitment, exceeding its initial target of $1.6bn. The firm’s previous fund closed in late 2021 at over $1.1bn.

Funds 96

Funds Business Services Investment Firms Capital 96

Private Equity Wire

JULY 26, 2024

Private equity firm PAI Partners is to acquire sport and wellness platform Nutripure from global private investment firm Ardian, through its PAI Mid-Market Fund. Upon completion, PAI will be the majority shareholder with a controlling stake, alongside the founders and Bpifrance.

Stakes 54

Stakes Private Equity Firms Private Equity Firms Shareholders 54

Private Equity Wire

APRIL 4, 2024

Global private investment firm Carlyle has appointed Afsaneh M Beschloss, Founder and CEO of global investment firm RockCreek, as an Independent Director on its board of directors. The appointment, which is effective from 1 May 2024, increases Carlyle’s board to 14 members.

Banks 95

Banks Shareholders Financing Finance 95

AltAssets

JUNE 19, 2024

Global real estate investment firm GTIS Partners has expanded its US capital markets team by bringing in veteran LP relationship specialist Sharon Liss as a managing director. The post GTIS Partners bring in veteran Liss to boost institutional fundraising first appeared on AltAssets Private Equity News.

Investment Firms 88

Investment Firms Capital Investing Investors 88

Private Equity Wire

JULY 17, 2024

Global alternative investment firm Summit Partners has added Dr David Krajicek, CEO of automotive data company JATO, to the firm’s Executive-in-Residence programme, which forms part of its growth-oriented investing strategy.

Investment Firms 98

Investment Firms Companies Investing 98

Private Equity Wire

JULY 16, 2024

In a press release issued today, Macy’s revealed that it is no longer pursuing negotiations to take the company private with the retailer claiming the failure of the two investment firms to present a viable proposal.

Private Equity Firms 98

Private Equity Firms Private Equity Firms Shareholders Financing 98

Private Equity Wire

APRIL 23, 2024

Investment funds managed by global private investment firm KKR will acquire Immedica Pharma, a Swedish pharmaceutical company focused on the commercialisation of medicines for rare diseases and specialty care products. The transaction is subject to customary regulatory and closing conditions.

Investment Firms 93

Investment Firms Assets Funds Companies 93

Private Equity Wire

FEBRUARY 12, 2024

UK investment firm Coller Capital, one of the world’s largest investors in the private equity secondary market, is relocating its Hong Kong office to Henderson Land Development’s new skyscraper, which is set to open later this year.

Capital 97

Capital Asset Management Investment Firms Assets 97

FinSMEs

JULY 16, 2024

Other investor included from US-based investment firm, i80 Group. OCN, a Mexico City, Mexico-based fintech company, raised $86M in funding. The round was led by Caravela Capital, Collide Capital, and Great North Ventures. The company intends to use the funds to expand operations and its development efforts.

Funds 64

Funds Capital Investment Firms Companies 64

Private Equity Wire

FEBRUARY 21, 2024

Texas-based private equity firm TPG has emerged as the highest bidder among several investment firms interested in acquiring Alter Domus, a Luxembourg-based fund administration company backed by British private equity firm Permira, according to a report by Bloomberg.

Private Equity Firms 97

Private Equity Firms Private Equity Firms Shareholders Investment Firms 97

Private Equity Wire

MAY 28, 2024

Specialist global infrastructure investment firm Morrison has added Christina Eriksson as Executive Director, Investor Solutions to its listed infrastructure team. Eriksson most recently served as VP, Business Development – Europe, Partner at Mondrian Investment Partners, an investment manager focused on European markets.

Investors 98

Investors Investment Firms Investing 98