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%.

Taxes 246

Taxes Portfolios Returns Investors 246

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

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Funds Capital Investing 118

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

The Motley Fool

MAY 6, 2024

Social Security payments get an annual cost-of-living adjustment (COLA) to protect the buying power of benefits from inflation. COLAs depend on how the CPI-W (a subset of the Consumer Price Index ) changes in the third quarter, meaning the three-month period running from July through September. For example, the CPI-W rose 3.2% in the third quarter of 2023, which led to a 3.2% COLA for Social Security benefits in 2024.

Portfolios 246

Portfolios Returns Investors Investing 246

FinSMEs

MAY 6, 2024

Anetac, a Los Altos, CA-based startup protecting companies from blind spots of service accounts in hybrid environments, raised $16M in funding. The round was led by Liberty Global with participation from Shield Capital, GP Ventures, Anetac CEO Tim Eades and Jason Witty. The company intends to use the funds to elevate its service offerings to […] The post Anetac Raises $16M in Funding appeared first on FinSMEs.

Funds 103

Funds Startups Capital Accounting 103

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.

Funds 98

Funds Investors Buyout Investing 98

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.

Bidding 246

Bidding Assets Funds Returns 246

FinSMEs

MAY 7, 2024

Synopsys (NASDAQ: SNPS), a Sunnyvale, CA-based provider of integrated software solutions, entered into a definitive agreement with Clearlake Capital Group, L.P. and Francisco Partners, for the sale of its Software Integrity Group business. The transaction has a total value of up to $2.1 Billion, including up to $475M in cash payable upon Francisco Partners and Clearlake achieving a specified rate of […] The post Synopsys to Sell its Software Integrity Business to Clearlake Capital and Fran

Capital 96

Capital 96

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 83

Investors 83

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

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).

Companies 246

Companies Investors Capital Investing 246

FinSMEs

MAY 7, 2024

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.

Funds 75

Funds Companies 75

Private Equity Wire

MAY 7, 2024

Global sustainable real assets investor Vision Ridge Partners has appointed Ramzi Moubarak, a former Managing Director on Macquarie Capital’s infrastructure and energy capital team in Europe, as a Managing Director and Head of Europe, effective immediately. Moubarak, who is based in London, will be responsible for sourcing and executing investments principally in Europe, across the energy, transportation and agriculture sectors.

Private Equity Firms 88

Private Equity Firms Private Equity Firms Assets Capital 88

Pension Pulse

MAY 7, 2024

Seher Dareen of Reuters reports CPPIB co-leads partnership acquiring US utility ALLETE in $6.2-billion deal: U.S. utility Allete said on Monday that it had agreed a deal with investment firms Global Infrastructure Partners and CPP Investments to be taken private at a US$6.2-billion valuation, inclusive of debt. The transaction is a rare example of a U.S. utility being taken private by investment firms, and comes at a time when such companies are receiving increased investor interest as technolog

Mergers and Acquisitions 64

Mergers and Acquisitions Investing Capital Assets 64

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.

Exchange-Traded Funds 246

Exchange-Traded Funds Portfolios Funds Returns 246

FinSMEs

MAY 8, 2024

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 69

Funds Legal Companies Investing 69

Private Equity Wire

MAY 6, 2024

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.

Private Equity Firms 93

Private Equity Firms Private Equity Firms Assets 93

Investment Writing

MAY 7, 2024

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 64

Assets Prospects Funds Investing 64

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.

Earnings Before Interest 244

Earnings Before Interest Amortization Depreciation Taxes 244

FinSMEs

MAY 7, 2024

Legion Technologies, a Santa Clara, CA-based workforce management (WFM) company, raised $50M in Growth funding. The round, which brought the total amount to $145M, was led by Riverwood Capital with participation from existing investors, including Norwest, Stripes, Webb Investment Network, and XYZ. The company intends to use the funds to accelerate its go-to-market and research […] The post Legion Receives $50M Growth Investment appeared first on FinSMEs.

Investing 64

Investing Capital Funds Companies 64

Private Equity Wire

MAY 6, 2024

With inflation remaining stubbornly high and the Federal Reserve seemingly set to keep interest rates higher for longer, private credit fundraising has fallen to the lowest level seen since 2020, according to a report by Bloomberg. The report cites a survey by data provider Preqin in revealing that managers across the private debt space raised $30.6bn in the first three months of this year — around 14% lower than the the average $35.8bn seen in every first quarter since 2017.

Debt 90

Debt Funds Investing 90

AltAssets

MAY 7, 2024

Retail investors across Asia are showing more enthusiasm for private equity and private credit in an attempt to diversify and grow their returns, new research shows. The post Asian retail investors increasingly eyeing PE, credit amid growing diversification urge first appeared on AltAssets Private Equity News.

Investors 89

Investors Returns Venture Capital Buyout 89

The Motley Fool

MAY 5, 2024

Nvidia has undoubtedly been the hottest artificial intelligence (AI) stock to own over the past year and a half. Since the start of 2023, shares of the chipmaker have soared an incredible 500%. Many stocks don't generate those types of returns over a decade or even longer, and Nvidia has managed to do that in just 16 months. Given those types of gains, it's not unreasonable to expect that many Wall Street analysts believe it may be approaching a peak.

Returns 246

Returns Portfolios Investors Companies 246

FinSMEs

MAY 7, 2024

Reveal, a Chicago, IL-based provider of an AI-powered eDiscovery, review and investigations platform, acquired Onna Technologies, a NYC-based provider of a platform to manage unstructured data from cloud-based collaboration tools. The amount of the deal was not disclosed. Onna’s integration into Reveal’s eDiscovery platform will allow for the defensible collection of data across the digital […] The post Reveal Acquires Onna appeared first on FinSMEs.

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Private Equity Wire

MAY 6, 2024

DecisionPoint Systems, a retail in-store solutions and services provider focused on point-of-sale systems, will merge with an affiliate of Barcoding Holdings, a portfolio company of Pennsylvania-based private equity firm Graham Partners, in a $78.5m all-cash transaction. Under the terms of the deal, which is expected to close in July, DecisionPoint stockholders will receive $10.22 per share in cash, representing an approximate 27% premium over the closing price of $8.05 on 30 April 2024, and a y

Private Equity Firms 89

Private Equity Firms Private Equity Firms Shareholders Portfolios 89

A Wealth of Common Sense

MAY 6, 2024

Today’s Talk Your Book is sponsored by Franklin Templeton Digital Assets: On today’s show, we spoke with Christopher Jensen, Director of Digital Assets Research for Franklin’s Digital Asset Investment Strategies Group and co-lead of the Digital Asset Investment Strategy Investment Committee to discuss the digital asset landscape. On today’s show, we discuss: The resiliency of Bitcoin The global.

Assets 69

Assets Investing 69

The Motley Fool

MAY 5, 2024

Tracking your net worth can be a great way to stay on top of your finances and ensure you're making good progress toward building wealth. Your net worth is a snapshot of your current financial picture. Think of it like a personal balance sheet. To calculate your net worth , you add up all of your financial assets -- cash savings, retirement accounts, other investments, your home value, and any other property -- and subtract any liabilities -- your mortgage balance, student loans, credit card bal

Liabilities 246

Liabilities Debt Education Assets 246

FinSMEs

MAY 7, 2024

Acclinate, a Birmingham, AL-based company which specializes in mobilizing diverse communities for enhanced health equity, raised $17M in Series A funding. The round was led by Cencora Ventures, with notable contributions from Labcorp and Latimer Ventures. The company intends to use the funds to scale its impact in the clinical trial diversity and health equity […] The post Acclinate Raises $7M in Series A Funding appeared first on FinSMEs.

Funds 64

Funds Companies 64

Private Equity Wire

MAY 7, 2024

Milan-based private equity firm Alto Partners and Italian fund management company Arca Fondi have agreed to the buyout of Eurosirel, a manufacturer and distributor of medical devices and cosmetics. The transaction is expected to close by June. As part of the transaction, Alto’s latest fund, Alto Capital V, and Arca’s private equity fund, Arca Space Capital, will acquire Eurosirel from the company’s founders, Ernesto and Alberto Leonelli, through an equally owned and managed special-purpose enti

Private Equity Firms 80

Private Equity Firms Private Equity Firms Buyout Legal 80

AltAssets

MAY 8, 2024

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.

Mergers and Acquisitions 59

Mergers and Acquisitions Capital Companies Buyout 59

The Motley Fool

MAY 5, 2024

One of the hottest cryptocurrencies this year has been Shiba Inu (CRYPTO: SHIB). Year to date it has risen by 130%, and the meme coin looks to be alive and well with retail investors. But with such impressive gains already in 2024, is it too late buy the digital currency? Or is the coin just getting started, and could greater interest in the broader crypto market lead to further momentum for Shiba Inu?

Returns 246

Returns Investors Portfolios Investing 246

FinSMEs

MAY 7, 2024

Bleach Cyber, a San Francisco, CA-based company which specializes in cybersecurity for startups and small businesses, raised $2M in Pre-Seed funding. Backers included Everywhere VC, The Fund Austin, Rain Tree Roots Capital, BlueWing Ventures, Concept Ventures, Tynrose, and Acadian Capital Ventures, with support from angel investors including Don Douglas, Scott Nicholson, Nick Santora, Sam Murdoch, and Bill Tyndall.

Angel Investors 64

Angel Investors Funds Startups Capital 64

Million Dollar Round Table (MDRT)

MAY 7, 2024

By Crystal Washington, CSP We are living in a time of immense change and global growth. Social media and technology are part of the change. These can help you acquire clients if you’re aware of some of the trends in this area and understand what to keep your eye on. Here are a few areas of social media to consider: LinkedIn. When it comes to business networking, LinkedIn is the most socially centric, so it’s important to tweak your posting strategy at least once a month.

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