CNBC: Investing

MAY 2, 2024

The 93-year-old icon might spell out at Berkshire's annual meeting this weekend some of the recent moves in his giant equity portfolio.

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Portfolio Bank Banking Equities 104

Global Banking & Finance

APRIL 23, 2024

The Hunt is On for AI Synergies in Private Equity Portfolio Companies By Drake Paulson, VP Strategic Partnerships, Anduin It’s not news that private equity firms act as technology strategists and guides to foster synergies between the companies in their portfolio. In this article, […]

Private Equity 40

Private Equity Portfolio Equities Investment 40

4Degrees

OCTOBER 16, 2023

2023 has been one of the most challenging years for private equity over the recent past. In this article, DealRoom draws on its experience to advise optimizing private equity portfolios against this backdrop. The […]

Private Equity 52

Private Equity Portfolio Equities IT 52

JD Supra: Mergers

NOVEMBER 15, 2023

Equity REITs seeking to grow assets face a challenging interest rate environment and tepid equity capital markets for funding portfolio acquisitions.

Portfolio 180

Portfolio M&A Capital Market Equities 180

JD Supra: Mergers

JULY 14, 2023

In the private equity secondaries market, financing is often used to facilitate the purchase of portfolios of interests in private equity funds. These transactions require lenders to underwrite the value of assets that the borrower does not yet own, which gives rise to a specific set of challenges for the lenders.

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Portfolio Finance Finance Private Equity 130

JD Supra: Mergers

APRIL 11, 2024

With increasing variation of transactions comes increasing variation of equity providers and their requests and requirements related to the governance of the investment vehicles they share with their independent sponsor partners. By: Holland & Knight LLP

Government 159

Government Portfolio Equities Shares 159

CNBC: Investing

APRIL 19, 2024

The so-called balanced portfolio of 60% equities and 40% fixed income could use a rethink as rates remain high.

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Portfolio Equities 85

OfficeHours

JUNE 6, 2023

Private equity is an investment asset class that has gained significant prominence and popularity in recent decades. However, private equity can seem complex and intimidating to beginners who are unfamiliar with its fundamentals. The Different Types of Private Equity Firms Private equity firms come in different sizes and strategies.

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Private Equity Equities Debt Investors 147

Private Equity Info

JANUARY 23, 2024

Access untapped M&A deal flow by searching for aged private equity-backed portfolio companies that may be seeking an exit.

Portfolio 98

Portfolio Private Equity M&A Equities 98

Mergers and Inquisitions

MARCH 13, 2024

Over the past few decades, growth equity (GE) has gone from an afterthought to a major asset class for huge investment firms. Some argue that GE offers the best of both worlds: the opportunity to fund innovation and growth – as in venture capital – plus the ability to limit downside risk and invest in proven companies – as in private equity.

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Private Equity Equities Capital Portfolio 95

CNBC: Investing

MARCH 21, 2024

The Federal Reserve lowered the cost of hedging your equity portfolio, and here's how.

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Portfolio IT Stock Equities 89

OfficeHours

JUNE 2, 2023

When you first decide to enter the world of private equity, you will undoubtedly be more overwhelmed than you were when you entered investment banking recruiting. Below, I will outline some of the best private equity firms to work for in 2023. And with the firm recently closing a new $3.25

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Private Equity Equities Middle Market Funds 147

OfficeHours

MAY 21, 2023

Private equity associates are the workhorses of any investment team. They are typically closest to the financial modeling, analytical work, and diligence that private equity firms perform. Each associate is typically tasked with monitoring a handful of portfolio companies. Learn the essential strategies for financial modeling.

Private Equity 130

Private Equity Equities Portfolio Financial Modeling 130

CNBC: Investing

OCTOBER 5, 2023

Portfolios that are split 60% toward equities and 40% toward fixed income were routed this week as price declines hit both asset classes.

Portfolio 114

Portfolio IT Equities Stock 114

Wall Street Mojo

FEBRUARY 9, 2024

What Is A Replicating Portfolio? A Replicating Portfolio refers to an investment portfolio built to copy the outcomes offered by a target asset. The purpose of building such a portfolio is to gain investment results similar to the results achieved by the target asset or the original instruments of the target portfolio.

Portfolio 52

Portfolio Portfolio Management Insurance Risk Management 52

OfficeHours

AUGUST 30, 2023

What makes Private Equity roles so competitive? Join us tomorrow to learn more about the Periscope Equity process and hear from four individuals that have worked within Growth Equity/Private Equity discuss interviewing and hiring for the Buyside! Over 300 Applications Received in 4 Days!

Equities 130

Equities Private Equity Funds Mergers and Acquisitions 130

OfficeHours

JUNE 12, 2023

Working in private equity is highly attractive for many reasons, and many finance professionals who are not already in the field often look for ways to break in. One of the primary ways to do so is by landing an internship at a private equity firm you might want to work at.

Private Equity 147

Private Equity Equities Investment Valuation 147

OfficeHours

AUGUST 26, 2023

Join us this week to hear Periscope Equity & OfficeHours Discuss Associate Success in PE and what they’re looking for in their future teammates! Periscope Equity is a Chicago-based private equity firm, which makes control investments in technology-enabled service companies and is currently investing out of Fund II.

Equities 130

Equities Private Equity Mergers and Acquisitions Portfolio 130

OfficeHours

AUGUST 9, 2023

To know if the buyside is right for you, let’s start with a textbook understanding of “What is private equity?” Private equity involves investing capital directly into private businesses that are not publicly traded on stock exchanges (that would be a hedge fund).

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Private Equity Equities Investment Banking Finance 130

The TRADE

JANUARY 5, 2024

Jefferies’ managing director and head of US equity distribution in Europe, Guy Trust, has left the bank after nearly a decade to join Daiwa Capital Markets Europe, The TRADE can reveal. Trust has an extensive career specialising in equities and arbitrage strategies.

Capital Market 102

Capital Market Equities Capital Portfolio Management 102

PE Hub

NOVEMBER 14, 2023

Prior to joining BayPine, Eaves was one of the first operating partners at General Atlantic and Currier was managing director and CFO for Audax Private Equity. The post BayPine appoints Eaves as portfolio operations head and Currier as CFO appeared first on PE Hub.

Portfolio 73

Portfolio Private Equity Equities Management 73

Global Newswire by Notified: M&A

DECEMBER 15, 2023

Plastifab”), a portfolio company of Regimen Equity Partners (“Regimen”), is pleased to announce the acquisition of MoldPro Inc. VANCOUVER, British Columbia, Dec. 15, 2023 (GLOBE NEWSWIRE) -- Plastifab Industries Inc. MoldPro”), a renowned injection molding business based in New Hampshire.

Portfolio 40

Portfolio Equities Acquisitions Business 40

The TRADE

MARCH 13, 2024

BTIG has made two key appointments including promoting Troy Donohue to head of Americas portfolio trading and hiring Henri Taylor as director within electronic trading sales. He joins BTIG from RBC Capital Markets, where he most recently served as global head of equity electronic sales. “We

Electronics 70

Electronics Portfolio Trading Sale 70

OfficeHours

JUNE 6, 2023

The private equity industry has experienced significant growth in recent years, leading to a highly competitive job market for aspiring professionals, particularly at the associate level. Below, I will provide a comprehensive guide on how to stand out in the competitive private equity associate job market.

Private Equity 147

Private Equity Equities Financial Modeling Financial Models 147

CNBC: Investing

AUGUST 10, 2023

Investment strategist Daniel Skelly said he added the chipmaker to the firm's equity model portfolio.

Portfolio 95

Portfolio Management IT Equities 95

JD Supra: Mergers

MAY 8, 2024

According to recent coverage from PitchBook, secondary buyouts are making up a larger share of private equity exits as firms look to speed up sales of portfolio companies. In a time when exit strategies have pivoted, and options might be more limited, it is no surprise that secondary buyouts have rebounded.

IT 148

IT Private Equity Portfolio Sale 148

Private Equity Info

SEPTEMBER 14, 2023

The median holding period for private equity-backed portfolio companies is now 5.6 years, the highest value since Private Equity Info started tracking this metric in 2000.

Private Equity 80

Private Equity Equities Portfolio 80

TechCrunch: M&A

JULY 28, 2023

AngelList , an organization that started out by teaming up founders with early-stage investors, is expanding into the private equity space. As they mature, the scope of capital providers they can tap into expands into private equity and of course, even the public markets,” he said. “So,

Private Equity 167

Private Equity Equities Acquisitions Funds 167

Peak Frameworks

AUGUST 15, 2023

An investment portfolio is a basket of various types of financial assets owned by an investor. These assets can be in the form of equities (stocks), fixed income (bonds), mutual funds, exchange-traded funds (ETFs), real estate, commodities , and more. Similarly, liquidity needs can affect portfolio construction.

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Portfolio Investment Portfolio Management Investors 52

CNBC: Investing

NOVEMBER 4, 2023

The Omaha-based conglomerate said approximately 75% of is aggregate fair value was concentrated in five companies at the end of the third quarter.

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Portfolio Equities Stock 145

The TRADE

FEBRUARY 16, 2024

JP Morgan has appointed a new head of global equities amid wider changes to senior leadership in its markets division. According to an internal memo published on Thursday, Rachid Alaoui has been appointed head of global equities at JP Morgan. He joined JP Morgan in 2005 as a trader on the equity exotics desk in London.

Equities 52

Equities Trading Portfolio Finance 52

Software Equity Group

MARCH 26, 2024

For top private equity firms, there’s a lot to like about SaaS. Top Software Private Equity Firms Here is a select list of the most active PE investors in the SaaS and software industry over the past year (data taken from the SEG 2024 Annual SaaS Report ). The firm employs 93 professionals.

Private Equity 52

Private Equity Equities Investment Portfolio 52

How2Exit

SEPTEMBER 25, 2023

b' rn How PE Should Support Portfolio Company Acquisitions | Barak Routhenstein w/ Kison Patel rn rn rn watch here: rn rn rn How2Exit Sponsor: rn rn Reconciled provides industry-leading virtual bookkeeping and accounting services for busy business owners and entrepreneurs across the US. is important."

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M&A Acquisitions Portfolio Private Equity 130

PE Hub

SEPTEMBER 8, 2023

In his role, Gold will support the due diligence process, build and execute value creation plans, and aim to drive the Angeles portfolio companies to their full potential. The post Angeles Equity Partners adds Gold as VP of operations team appeared first on PE Hub.

Equities 72

Equities Portfolio 72

The New York Times: Mergers, Acquisitions and Dive

JANUARY 28, 2024

The buyout giant KKR pioneered a model of granting ownership stakes to employees at portfolio companies. Now it wants the approach to spread.

Private Equity 112

Private Equity Equities Portfolio Shares 112

OfficeHours

SEPTEMBER 2, 2023

Half the battle is trying… Is Private Equity Right for You? To know if the buyside is right for you, let’s start with a textbook understanding of “What is private equity?” You can find the application link here: [link] Joe McIlhattan joined Periscope Equity in 2019 and is a Vice President.

Private Equity 130

Private Equity Equities Investment Banking Analyst Investment Banking 130

Deal Lawyers

SEPTEMBER 27, 2023

Late last week, the FTC filed a lawsuit against a PE firm and one of its portfolio companies challenging a serial acquisition strategy.

Private Equity 120

Private Equity Portfolio Equities Acquisitions 120