The Motley Fool

MAY 6, 2024

The Federal Reserve may have just given retirees the biggest indication yet that their 2025 cost-of-living adjustment (COLA) may be quite substantial. The Fed is tasked with a dual mandate: to maximize employment while maintaining stable prices. Over the past three years, it's been in a battle with ongoing inflation. Its biggest goal right now is to push inflation below 2%.

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Taxes Portfolios Returns Investors 246

Private Equity Info

MAY 2, 2024

This article was first published in the Spring issue of Middle Market Dealmaker , the official print publication of the Association for Corporate Growth.

Returns 242

Returns 242

FinSMEs

MAY 6, 2024

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

Funds Capital Investing 116

American Investment Council

MAY 6, 2024

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 114

Financing Finance Leveraged Buyouts Mergers and Acquisitions 114

The Big Picture

MAY 6, 2024

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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Shareholders Returns Stock Market Stock Market 103

A Wealth of Common Sense

MAY 7, 2024

One of my favorite pop culture developments in recent years is the famous person press tour. If you write a new book or have a new movie or TV show coming out, you have to talk to every outlet imaginable to sell your project. There is so much content and so much competition for our attention these days that even uber-successful people are forced to make the hard sell.

Financing 91

Financing Finance 91

Private Equity Wire

MAY 1, 2024

Baird Capital, the direct private investment arm of American multinational firm Robert W. Baird & Co, has added Samuel Pollard as an Investment Associate to its global private equity team in London, in addition to Anthony Zhu as Principal in Chicago. Pollard joins Baird from his role as a Manager within corporate finance at PricewaterhouseCoopers, having completed accountancy training at KPMG.

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Capital Venture Capital Financing Finance 96

FinSMEs

MAY 3, 2024

Volta, a Las Vegas, NV-based digital asset company providing Volta Circuit, a multi-signature, non-custodial platform, raised $4.1M in Seed funding. The round wad led by Fika Ventures and Haven Ventures, alongside support from Soma Capital, Dispersion Capital, and Uphonest Capital. The company intends to use the funds to support the launch of its infrastructure technology that expands access and control […] The post Volta Raises $4.1M in Seed Funding appeared first on FinSMEs.

Funds 112

Funds Capital Assets Companies 112

AltAssets

MAY 7, 2024

Alternative ivestment giant Partners Group has launches the PE industry's first ELTIF-compliant evergreen fund. The post Partners Group launches industry-first evergreen ELTIF private equity fund first appeared on AltAssets Private Equity News.

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Funds Investors Buyout Investing 85

Million Dollar Round Table (MDRT)

MAY 5, 2024

By Clay Gillespie, CFP, CLU This is pretty simple for me: My No. 1 prospect is somebody five years from retirement. My No. 1 client is somebody who’s retired. There are a lot of people who come in and don’t know my specialty. They say, “Oh, I’ve got this problem,” and I tell them, “Those are young-people problems. I don’t deal with young-people problems.

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Prospects 80

A Wealth of Common Sense

MAY 3, 2024

The season 3 finale of Lost was one of the most mind-blowing episodes of television I’ve ever watched. It completely broke the mold of the show from flashbacks to flashforwards. We have to go back is a line that’s etched into my memory for good: Subscribe to The Compound so you never miss an episode. Further Reading: Who is Buying a House in This Market?

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The Motley Fool

MAY 6, 2024

Tellurian (NYSEMKT: TELL) has been going through a brutal stretch. Surging interest rates and tumbling natural gas prices have caused its stock price to crater. Shares of the natural gas company are down more than 90% from their peak a couple of years ago. However, a couple of catalysts could be just over the horizon. Here's a look at whether investors should buy shares of the liquefied natural gas (LNG) project developer ahead of these looming catalysts.

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Bidding Assets Funds Returns 246

Private Equity Wire

MAY 3, 2024

CVC Credit, the €40bn global credit management business of CVC Capital Partners, has closed Cordatus XXXI, its fourth new Collateralised Loan Obligation (CLO) this year, at more than €440m (c$475m). The new vehicle, which was tightly priced despite broader market volatility, brings CVC’s aggregate value of newly priced CLOs in 2024 to c€1.8bn (c$2.0bn).

Capital 95

Capital 95

FinSMEs

MAY 2, 2024

Indicium, a NYC- and São Paulo, Brazil-based data and AI consultancy, raised a $40M investment from Columbia Capital. The company intends to use the funds to further expand its US operations (which currently represents 30% of its revenue) and create a US HQ in New York, building its local team. Led by Matheus Dellagnelo (CEO), […] The post Indicium Raises $40M Investment from Columbia Capital appeared first on FinSMEs.

Capital 113

Capital Consultants Consulting Investing 113

AltAssets

MAY 3, 2024

Sycamore Partners is reportedly among private equity bidders for listed US department store Nordstrom. Sycamore, which already owns US department store operator Belk, is up against unnamed PE rivals for the company according to Reuters, which cited people it said were familiar with the matter. Nordstrom currently has a market valuation of about $3.3bn.

Assets 86

Assets Capital Companies Buyout 86

Financial Times M&A

MAY 1, 2024

FTC expected to raise concerns over Scott Sheffield’s messages with Opec as it moves to approve $60bn deal

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A Wealth of Common Sense

MAY 5, 2024

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.

Investors 82

Investors 82

The Motley Fool

MAY 5, 2024

Microsoft (NASDAQ: MSFT) started out as a software enterprise in 1975. Its flagship Windows operating system is still used by billions of people globally, despite launching way back in 1985. But the company has expanded far beyond its roots, and it now has a large presence in industries like cloud computing, gaming, and artificial intelligence (AI).

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Companies Investors Capital Investing 246

Private Equity Wire

MAY 2, 2024

Boston-headquartered private equity firm Advent International has entered into discussions with the Government of Oman over a potential injection of fresh capital into state-owned OQ Chemicals in exchange for a majority stake in the company, according to a report by Bloomberg. The report cites unnamed people familiar with the matter in revealing that Advent is considering investing up to $250m in a deal that would see it take control of the business, with current owner and state energy company O

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Private Equity Firms Private Equity Firms Stakes Capital 97

FinSMEs

MAY 1, 2024

Unicorn, a Chicago, IL-based provider of a tech-enabled platform for spirits and wine collectors globally, raised $5.8M in Seed funding. Backers included Protagonist, Blue Equity, 640 Oxford, Middleton Partners, and angels Jason Pritzker, Edward Lando, Andrew Macdonald, Ken Fredrickson (Master Sommelier), the Wirtz and Merinoff Families, and co-founders of VII(N)-The Seventh Estate: Asani Swann and NBA All-Star and entrepreneur, Carmelo Anthony.

Funds 113

Funds Companies 113

AltAssets

MAY 1, 2024

Unity Partners, the Dallas-based buyout house launched by former HGGC partner John Block, is reportedly targeting $300m for its debut fundraise. The post Ex-HGGC partner Block said to eye $300m for debut Unity Partners fund first appeared on AltAssets Private Equity News.

Buyout 88

Buyout Funds Investing 88

Financial Times M&A

MAY 2, 2024

The $335bn manager already has $14bn in active fixed-income ETFs in the US and is eyeing rapid growth in demand globally

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A Wealth of Common Sense

MAY 2, 2024

A reader asks: On this week’s show you discussed lifestyle creep and that one way to mitigate it is by maintaining or increasing your savings rate. Are you aware of any frameworks on how to determine a ballpark target savings rate? Every year my wife and I create an annual budget that outlines the actual cash we receive from our paychecks and annual bonus (after 401k, taxes etc.), we set a target savings rate and th.

Taxes 85

Taxes Financing Finance 85

The Motley Fool

MAY 6, 2024

Climbing 467% over the past three years, Nvidia (NASDAQ: NVDA) stock has skyrocketed as investors have raced to gain artificial intelligence (AI) exposure. Those looking to add AI exposure to their portfolios may feel they've missed the boat on Nvidia stock. Plus, they may feel overwhelmed by the variety of other choices to consider. But the Roundhill Generative AI & Technology ETF (NYSEMKT: CHAT) has all those bases covered.

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Exchange-Traded Funds Portfolios Funds Returns 246

Private Equity Wire

MAY 1, 2024

Wealth management platform Sidekick has added Alessandra Farnum as Alternatives Product Lead. In her new role, Farnum will focus on launching and expanding products and services within the platform’s alternative asset class offering, which aims to include private equity, private credit, venture capital and real estate. Farnum joins Sidekick from her role as Partner at London-based fintech VC fund Mouro Capital, having previously worked at Samsung Ventures.

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Venture Capital Assets Capital Funds 92

FinSMEs

MAY 2, 2024

Balcony Technology Group, a Hoboken, NJ-based blockchain infrastructure company, raised an undisclosed amount in Pre-Seed funding. Backers included Blizzard Fund. The company intends to use the funds to expand operations and development efforts. Balcony Technology Group is a technology company committed to modernizing real estate by working with governments and leveraging blockchain technology for secure, […] The post Balcony Technology Group Closes Pre-Seed Funding appeared first on FinSM

Funds 112

Funds Leveraging Companies 112

AltAssets

MAY 2, 2024

Early stage tech investor Hyde Park Venture Partners has raised $98m for its fourth flagship venture capital fund, a whisker shy of the $100m collected for its predecessor fund. The post Impressive exits help Hyde Park Venture Partners picks up $98m for new US Midwest, Toronto-focused fund first appeared on AltAssets Private Equity News.

Venture Capital 81

Venture Capital Funds Capital Investors 81

Financial Times M&A

MAY 2, 2024

CEOs weighing mergers may think twice after FTC bars industry veteran from Exxon’s board

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The Big Picture

MAY 2, 2024

The Fed held its benchmark Federal-Funds rate steady yesterday at 5.25% – 5.5%, leaving the possibility of cuts in the future. Jerome Powell repeated his “ Data Dependent ” mantra. “Persuasive evidence” that higher interest rates were no longer necessary to bring down inflation is what the FOMC wants, and today I want to share a few pieces of that evidence.

Funds 145

Funds 145

The Motley Fool

MAY 6, 2024

Meta Platforms (NASDAQ: META) and Snap (NYSE: SNAP) went in opposite directions after their latest earnings reports. Meta's stock tumbled after the company followed up its first-quarter earnings beat with a light revenue forecast for the second quarter and a commitment to higher spending on its new AI initiatives. Snap saw its stock soar after it posted a strong first-quarter report and stable guidance for the second quarter.

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Earnings Before Interest Amortization Depreciation Taxes 244

Private Equity Wire

MAY 1, 2024

Sculptor Capital Management, an alternative investment company operating multi-strategy, credit and real estate strategies, has closed a €354m European collateralised loan obligation (CLO), Sculptor European CLO XI (SCULE 11). SCULE 11, the second CLO issued by Sculptor in 2024 following the closing of its $406m US CLO XXXII, builds on the company’s institutional credit strategies business and will invest predominantly in broadly syndicated senior secured loans.

Banks 92

Banks Capital Companies Investors 92

FinSMEs

MAY 2, 2024

Ikerian AG, a Bern, Switzerland-based parent company of RetinAI U.S., developer of software solutions for medical image and data management, and artificial intelligence (AI) in healthcare, raised USD 6.18M in Series A extension funding. The round was led by the corporate venture capital arm of Topcon Healthcare, Inc. The first close in 2023 added Zürcher […] The post Ikerian Closes USD 6.18M Series A Extension Financing appeared first on FinSMEs.

Financing 112

Financing Finance Venture Capital Capital 112

AltAssets

MAY 1, 2024

Golub Capital has raised its biggest credit opportunities fund yet by picking up $2bn of investable capital for its new vehicle in the strategy. The post Golub Capital collects $2bn for biggest credit opportunities fund yet first appeared on AltAssets Private Equity News.

Capital 83

Capital Funds Investing Debt 83

Financial Times M&A

MAY 5, 2024

Endorsements come as exclusive talks end without deal and Sony and Apollo push rival $26bn offer

Bidding 96

Bidding 96