This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
When a PE firm acquires a portfolio company (PortCo), one way the PE firm increases its returns is by making employment-related changes—sometimes significant ones—at the PortCo level. A private equity (PE) firm’s primary objective is to generate returns on its investments.
Sluggish M&A and IPO markets have put the brakes on private equity exit activity across Europe, but as pressure builds to clear the backlog of unsold portfolio companies, firms are taking innovative approaches to selling businesses - Europes private equity firms have a large backlog of unsold portfolio companies sitting on their books, and the (..)
The Strategic Imperative of Early Exit Planning - In the high-stakes world of private equity, the difference between a good and great multiple on invested capital (MOIC) often hinges on meticulous preparation long before a formal exit process begins.
On January 7, 2025, Vice Chancellor Sam Glasscock III of the Delaware Court of Chancery issued a post-trial decision in favor of defendant, a private equity fund (the Fund), finding that the Funds sale of a portfolio company (the Company) was protected by the business judgment rule and did not harm the interests of minority stockholders.
The DOJ declined to prosecute a private equity firm for its portfolio company’s pre-acquisition sanctions and export violations, marking the first application of the National Security Division’s M&A Policy.
Attorney’s Office for the Southern District of Texas, announced that they would not prosecute White Deer Management LLC (“White Deer”), a Texas‑based private equity firm, in connection with sanctions and export control violations committed by Unicat Catalyst Technologies LLC (“Unicat”), a portfolio company it had acquired in 2020.
As co-founder and managing partner, Alex leads transaction execution, diligence, and value creation efforts on MSP’s portfolio companies. As a managing partner, John leads transaction execution and diligence efforts, relying on his 10+. By: Levenfeld Pearlstein, LLC
"When applied strategically across a portfolio, we find this overlay can provide a hedge or amplify upside exposure should the market make a correlated up or down move." " Straddles are a type of options strategy where a trader buys both put and call options on the same stock, with the same strike price and expiration date.
Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)
Trading Technologies International (TT) has launched a new pre-trade portfolio risk capability on its platform in a bid to bring new protections to its sell-side clients and facilitate increased trading opportunities for end-users. The post Trading Technologies unveils pre-trade portfolio risk functionality appeared first on The TRADE.
The technology Private Equity and portfolio companies need to become an M&A powerhouse. For private equity firms looking to drive value across portfolio companies , diligence cycles are tighter, competition is fiercer, and integration timelines are held under a microscope.
Within three months, their investor praised them as “the most investor-ready business in the portfolio.” Example: One company we worked with the CTO wanted to leave soon after the deal; there were so many things to remediate after the deal and a lot more scrutiny. Little did they know… 📌 2.
For example, a renewable energy company looking to expand its portfolio might acquire a startup specializing in geothermal energy. Shortcuts to Sustainability Leadership The clean energy and sustainability sectors are brimming with innovation, but some technologies require significant resources and development time.
Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)
Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)
Conor drove operational scaling, expanded intellectual property portfolios, and strategically positioned the company for acquisition by Dometic. His prior leadership roles include serving as Chief Operating Officer at Zamp Solar, where he led the company’s transformation into a market-leading off-grid solar manufacturer.
But the silver lining there is that it doesn't take much to pick up portfolio income. "Jay Powell and the Fed are going slower and keeping yields higher longer – that's a good thing for bond investors," said Mary Ellen Stanek, president of Baird Funds and a portfolio manager on Baird's Core Plus Bond Fund (BCOIX).
In a typical bull market, private equity sponsors exit out of portfolio assets through IPOs, strategic sales and sponsor-to-sponsor buyouts. But the 2025 deal market has proven to be neither typical nor robust. By: Farrell Fritz, P.C.
From flipping sports franchises to running M&A at Quickbase (a Vista Equity Partners portfolio company), he’s seen all sides of the deal table. with Matthew Person - Watch Here About the Guest: Matt Pearson Pearson is a rare blend of operator, banker, and strategist.
Actionable Insight: Evaluate the target company’s R&D initiatives and intellectual property portfolio. The ability to rapidly develop and bring new products to market can provide a competitive edge. Assess how their innovation strategy aligns with your company’s long-term goals and how it can enhance your product offerings.
Allocations: If youre young, you should invest mostly in equities, but I believe gold and silver are often good replacements for fixed income in the traditional 80 / 20 or 60 / 40 portfolios. Investing Principles: Why a High Income Trumps Everything Else Between 2009 and 2014, I did not have a traditional portfolio via a brokerage firm.
This acquisition enhances Honeywell’s cybersecurity portfolio, particularly in industrial settings. This acquisition expands Signify’s connected lighting portfolio and strengthens its position in the smart building market.
"For long-term investors, preferreds can provide high-quality, diverse, and durable portfolio income," Sileo wrote. More In Income Investing This Morningstar ‘outstanding’ portfolio manager nominee once served in Iraq.
Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)
Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)
This collective expertise, highlighted by hundreds of successfully executed transactions and a total portfolio of M&A sell-side mandates exceeding $10 billion USD, ensures unparalleled client support and guidance. About Spektrum Capital Advisors LLC Spektrum Capital Advisors LLC is a U.S.
Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)
According to our data, t he median holding period for PE-backed portfolio companies is 5.8 years, and more than 6,000 portfolio companies that have been held between 5 to 7 years. Private Equity Info subscribers can sort a chronological list of recent portfolio company exits, one of the dozens of new features launched in 2025.
banks as valuations grow stretched, Baird says Published Fri, Jun 27 2025 8:48 AM EDT Updated Fri, Jun 27 2025 12:08 PM EDT Sean Conlon @SeanAustin96 WATCH LIVE The recent rally in shares of JPMorgan and Bank of America may soon reverse, according to Baird.
While traditional venture capital may be an option for some, it means being part of a portfolio which operates on a hits model. In typical VC portfolios, 50% or more of the companies wont survive, with the hope that among the remaining 50%, there will be one or two big successes that make up for all the losses.
Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)
Graycliff Partners is excited to add another impressive platform company to the firm’s growing portfolio,” commented Taylor Catarozoli, Managing Director at GCP Ascend. “We We believe that Richardson Saw & Lawnmower’s product and service offering are truly differentiators in the outdoor power equipment market.
M&A Sale of FINMA Asset Management Regulated Portfolio Management and Trustee Activities: Providing specialized advisory for firms engaged in portfolio management of financial instruments and regulated trustee services under the Financial Institutions Act (FinIA).
Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)
Enfusions front-office capabilities include: IBOR, portfolio and order management, all set to be incorporated into Clearwaters middle and back-office solutions. Through the acquisition this is set to change, thanks to Enfusions next-generation platform which has been built for asset managers with a focus on the front-office.
Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)
Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)
He was recognised as one of The TRADE’s Rising Stars of Trading and Execution in 2021. Previously in his career, Diallo served as an investment manager at ADQ, senior trader and portfolio manager at Azimut Investments, and equity trader at Avalon Capital Markets. Before that, he worked in a range of roles at firms including Mubasher Financial (..)
For example, a company might acquire a competitor to expand its product portfolio or enter a new market. There are several reasons why strategic M&A is becoming increasingly popular: Fill strategic gaps: Companies can use M&A to fill gaps in their product offerings or service lines.
Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)
This acquisition enhances Honeywell’s cybersecurity portfolio, particularly in industrial settings. This acquisition expands Signify’s connected lighting portfolio and strengthens its position in the smart building market.
Markets Currencies Cryptocurrency Futures & Commodities Bonds Funds & ETFs Business Economy Finance Health & Science Media Real Estate Energy Climate Transportation Industrials Retail Wealth Sports Life Small Business Investing Personal Finance Fintech Financial Advisors Options Action ETF Street Buffett Archive Earnings Trader Talk Tech (..)
We organize all of the trending information in your field so you don't have to. Join 38,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content