Deal Lawyers

JANUARY 16, 2024

.; 12/23), the Chancery Court rejected breach of fiduciary duty allegations against the directors of an acquiring company and its purported controlling stockholder arising out of the buyer’s purchase of the controller’s portfolio company. When the deal was announced, the buyer’s stock price […]

Portfolio 122

Portfolio Acquisitions Stock IT 122

CNBC: Investing

FEBRUARY 23, 2024

Those who want to live off the income generated by their investments, without selling any stocks, may want to reconsider how their portfolio is set up.

Portfolio 109

Portfolio Stock Investment 109

Global Banking & Finance

MARCH 25, 2024

Private Equity Firms Embrace AI for Their Portfolio Companies By Drake Paulson, VP Strategic Partnerships, Anduin The integration of Artificial Intelligence (AI) into business operations has moved beyond mere speculation to tangible ROI.

Private Equity 81

Private Equity Portfolio Equities Investment Manager 81

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.

Portfolio 108

Portfolio Equities 108

OfficeHours

JUNE 5, 2023

Private equity consulting firms play a crucial role in the success of portfolio companies by providing specialized expertise and strategic guidance. These firms assist private equity firms in developing and executing growth strategies for their portfolio companies, helping them maximize their value-creation potential.

Private Equity 147

Private Equity Consulting Portfolio Equities 147

JD Supra: Mergers

SEPTEMBER 26, 2023

On September 21, 2023, the Federal Trade Commission (FTC) filed a groundbreaking complaint in federal court against PE fund Welsh Carson and its portfolio company, U.S. Anesthesia Partners (USAP), making good on its promise to ramp up enforcement against PE funds and roll-up acquisitions. By: Allen & Overy LLP

Portfolio 182

Portfolio Funds Acquisitions IT 182

CNBC: Investing

APRIL 29, 2024

Having a diversified portfolio means you should have some of your money in bonds. Here's what to know

Portfolio 102

Portfolio Funds 102

CNBC: Investing

APRIL 15, 2024

Avoid the urge to join in this latest bout of selling, and take a moment to retool your portfolio instead.

Portfolio 122

Portfolio Stock 122

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.

Portfolio 130

Portfolio Finance Finance Private Equity 130

Cisco: M&A

MARCH 21, 2024

Cisco’s Portfolio Explorer for industries builds the bridge between our customer’s de… Read more on Cisco Blogs Are you a Cisco customer or partner looking to learn more about the manufacturing products and solutions we offer?

Portfolio 75

Portfolio Manufacturing Securities 75

The TRADE

OCTOBER 12, 2023

Bloomberg has launched a new portfolio manager workspace in a bid to enhance its buy-side decision support solution. The offering is interactive and aimed at supporting decision-making processes through streamlining the link between analysis and portfolio implementation.

Portfolio Management 68

Portfolio Management Portfolio Management Trading 68

PE Hub

JANUARY 10, 2024

The portfolio has nearly $2 billion in annual revenue. The post ArcLight forms Alpha Gen to manage its power infrastructure portfolio appeared first on PE Hub.

Portfolio 82

Portfolio Management IT Funds 82

JD Supra: Mergers

JANUARY 8, 2024

the “Corporation”) acquired a portfolio company (the “Target”) of the Corporation’s alleged controlling shareholder. Zurn of the Delaware Court of Chancery dismissed derivative breach of fiduciary duty and other claims asserted by a plaintiff shareholder after nCino, Inc. City of Hialeah Employees’ Retirement System v. 2022-0846-MTZ (Del.

Portfolio 155

Portfolio Corporation Acquisitions 155

PE Hub

NOVEMBER 7, 2023

The portfolio comprises 20 limited partnership interests, a majority of which are North American but also includes European buyout funds. The post Ardian scoops up $2.1bn portfolio from CPP Investments appeared first on PE Hub.

Portfolio 83

Portfolio Investment Funds 83

CNBC: Investing

DECEMBER 16, 2023

The Fed's looming rate cuts call for revamping portfolios, according to one ETF expert.

Portfolio 126

Portfolio Trading 126

CNBC: Investing

MARCH 21, 2024

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

Portfolio 109

Portfolio IT Stock Equities 109

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 182

Portfolio M&A Capital Market Equities 182

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

JD Supra: Mergers

APRIL 11, 2024

Holland & Knight's Independent Sponsors Team has seen an increasing number of independent sponsors taking part in transactions of seemingly all shapes and sizes.

Government 161

Government Portfolio Equities Shares 161

CNBC: Investing

FEBRUARY 28, 2024

As markets pause ahead of this week's inflation numbers, Tony Zhang believes it is now worth taking out portfolio protection by simply buying puts.

Portfolio 109

Portfolio IT 109

PE Hub

OCTOBER 16, 2023

The post How sponsors can anticipate shocks affecting their portfolio companies appeared first on PE Hub. The key is to anticipate fallout quickly and accurately while clearly communicating any ramifications.

Portfolio 91

Portfolio 91

PE Hub

DECEMBER 5, 2023

The post Fengate acquires US-based wireless communication towers portfolio appeared first on PE Hub. Fengate is managing the acquisition on behalf of Fengate Infrastructure Yield Fund and affiliates, including a fund owned by LiUNA's Pension Fund of Central and Eastern Canada.

Portfolio 81

Portfolio Funds Acquisitions Management 81

PE Hub

JANUARY 24, 2024

The post Carlyle buys Monogram’s $415m private student loan portfolio appeared first on PE Hub. Monogram is a Boston-based provider of finance solutions for students and their families.

Portfolio 67

Portfolio Finance Finance 67

CNBC: Investing

MARCH 5, 2024

Take advantage of these fresh highs to reassess your portfolio weightings.

Portfolio 115

Portfolio Trading Stock 115

Global Newswire by Notified: M&A

APRIL 15, 2024

Copenhagen Infrastructure Partners acquires New York onshore wind portfolio.

Portfolio 81

Portfolio Acquisitions 81

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. The post BTIG appoints new head of Americas portfolio trading and director for electronic trading sales appeared first on The TRADE.

Electronics 71

Electronics Trading Portfolio Sale 71

Global Newswire by Notified: M&A

JANUARY 3, 2024

Today, Soltec Power Holding and CIP announced CIP’s 100% ownership acquisition of the Soltec Danish solar PV project portfolio. Today, Soltec Power Holding and CIP announced CIP’s 100% ownership acquisition of the Soltec Danish solar PV project portfolio.

Portfolio 76

Portfolio Acquisitions 76

Peak Frameworks

AUGUST 15, 2023

An investment portfolio is a basket of various types of financial assets owned by an investor. The art of investment revolves around the strategic assembly of financial assets into an investment portfolio. The art of investment revolves around the strategic assembly of financial assets into an investment portfolio.

Portfolio 52

Portfolio Investment Portfolio Management S&P 52

CNBC: Investing

OCTOBER 25, 2023

If you held bitcoin in your 60/40 portfolio in the early days of crypto, you might have gotten a boost from it, the firm found.

Portfolio 126

Portfolio IT 126

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 122

Portfolio IT Equities Stock 122

Business Standard - FInance

JUNE 13, 2023

Microfinance loan portfolio increased by 22 per cent to Rs 3.48 Gross loan portfolio stood at Rs 2.85 In terms of regional distribution of gross loan portfolio, East & Northeast and South account for 63 per cent of the total portfolio. lakh crore during 2022-23, according to a report. lakh crore as on March 31, 2022.

Portfolio 98

Portfolio Accountant IT 98

PE Hub

AUGUST 9, 2023

The deal is set to be one of the largest in Europe so far this year, and the largest whole-portfolio transaction in the region. The post Slate Asset Management to close €1bn German portfolio acquisition appeared first on PE Hub.

Asset Management 74

Asset Management Portfolio Management Acquisitions 74

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 2024, their focus is on AI-enabled synergies within the portfolio.

Private Equity 40

Private Equity Portfolio Equities Investment 40

PE Hub

DECEMBER 18, 2023

The post KKR leads acquisition of $7.2bn portfolio of prime RV loans from BMO appeared first on PE Hub. Concurrently with the sale, BMO purchased approximately $6.4 billion of senior notes collateralized by the sold loans.

Portfolio 81

Portfolio Acquisitions Sale 81

PE Hub

AUGUST 9, 2023

KKR has made 65 ABF investments globally since 2016 through a combination of portfolio acquisitions, platform investments and structured investments. The post KKR buys Synovus Bank’s $373m portfolio of auto loans appeared first on PE Hub.

Portfolio 67

Portfolio Investment Bank Banking 67

How2Exit

OCTOBER 8, 2023

Unlike traditional private equity firms, Big Band Software takes a long-term approach to its investments, aiming to build a portfolio of great businesses with no expectation of selling them. Hiring is hard. rn McArdle states, "The dream business is one that's big, growing, profitable, has the team.

Profitability 130

Profitability Portfolio Mergers and Acquisitions M&A 130

PE Hub

FEBRUARY 14, 2024

Since then, 50 of Blackstone's portfolio companies have welcomed more than 6,000 untapped talent hires. The post Blackstone aims to ‘disrupt historic hiring patterns and help our portfolio companies source quality talent from the widest possible pool’ appeared first on PE Hub. Joe Baratta founded Career Pathways in 2020.

Portfolio 77

Portfolio 77