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

PE Hub

NOVEMBER 14, 2023

The post BayPine appoints Eaves as portfolio operations head and Currier as CFO appeared first on PE Hub. 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.

Portfolio 98

Portfolio Private Equity Equities Management 98

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.

Mergers and Acquisitions 130

Mergers and Acquisitions Portfolio Profitability Mergers 130

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 98

Asset Management Portfolio Acquisitions Management 98

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 95

Portfolio Acquisitions Bank Banking 95

PE Hub

NOVEMBER 7, 2023

The post Ardian acquires $2.1bn PE portfolio from CPP Investments; Lincoln Road scoops up landscaping deals appeared first on PE Hub. Lincoln Road bets on landscaping services.

Portfolio 98

Portfolio Investment 98

PE Hub

JUNE 14, 2023

The post AMED Funds’ portfolio company acquires Canada Flurospar appeared first on PE Hub. Canada Fluorspar is the parent company of the Canada Fluorspar mine in St. Lawrence, Newfoundland and Labrador.

Portfolio 100

Portfolio Funds 100

PE Hub

JUNE 30, 2023

The post FS Investments and Portfolio Advisors merge appeared first on PE Hub. Michael Forman will serve as chairman and CEO of the combined firm.

Portfolio 95

Portfolio Investment 95

PE Hub

JUNE 26, 2023

The portfolio is backed by assets across a variety of industries and asset classes including consumer loans, small business loans, timeshare receivables and auto loans. The post Ares Management scoops up $3.5bn loan portfolio from PacWest appeared first on PE Hub.

Portfolio 95

Portfolio Management Business 95

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 119

Portfolio IT 119

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 Financial Asset 52

PE Hub

JULY 13, 2023

Brookfield will invest in and manage the portfolio. The post Fidelity Investments Canada inks new real estate portfolio partnership with Brookfield appeared first on PE Hub.

Portfolio 97

Portfolio Investment Management Funds 97

Tyton Partners

OCTOBER 18, 2023

Funders need to think about how their grantees’ necessary adaptations affect their portfolio and their portfolio strategy. Remaining relevant : How can philanthropic organizations prepare their current portfolios of grantees for the rapid changes ahead? How should funders measure the AI aptitude of current and future grantees?

Portfolio 59

Portfolio Funds Education Business 59

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 115

Portfolio Stock Equities IT 115

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

4Degrees

OCTOBER 16, 2023

In this article, DealRoom draws on its experience to advise optimizing private equity portfolios against this backdrop. After the Covid-era boom in dealmaking, there has been a noticeable slowdown, partly driven by rising interest rates and geopolitical uncertainty. The […]

Private Equity 52

Private Equity Equities Portfolio IT 52

PCE

NOVEMBER 15, 2023

In the complex world of modern finance, the importance of portfolio valuations cannot be overstated. These valuations are crucial for fund and investment managers, as transparency and consistency is important for individual investors, large institutions and other stakeholders.

Valuation 52

Valuation Risk Management Portfolio Investment 52

Cisco: M&A

SEPTEMBER 12, 2023

To help us do this effectively, we use the tool we entitled the Cisco Portfolio Explorer.… At Cisco we strive to align our strategy, content, and offerings to the top trends happening in the industry. Read more on Cisco Blogs

Portfolio 52

Portfolio Financial Services 52

CNBC: Investing

OCTOBER 19, 2023

Tom Lee recently rebalanced his Granny Shots portfolio, which is up 157% since its inception five years ago.

S&P 105

S&P Portfolio IT 105

Global Banking & Finance

JULY 21, 2023

A Symphony of Investments: Crafting Harmonious Portfolios In the orchestra of investments, a multitude of instruments each echo a unique tune. Like a symphony, a well-crafted portfolio is a harmony of these diverse sounds, each investment instrument contributing its part to the overall performance.

Portfolio 52

Portfolio Investment IT 52

PE Hub

JULY 26, 2023

agrees to acquire RBmedia from KKR; unrealized value in PE portfolios at all-time high appeared first on PE Hub. is buying audiobook publisher RBmedia. The post H.I.G.

Portfolio 98

Portfolio 98

CNBC: Investing

AUGUST 18, 2023

Neuberger Berman senior portfolio manager Sandy Pomeroy lays out her argument for dividend stocks and names opportunities ahead.

Portfolio Management 98

Portfolio Management Portfolio Stock Management 98

Business Standard - FInance

JUNE 13, 2023

Indian banks have been expanding their unsecured lending portfolio as the pandemic-induced stress began easing

Portfolio 98

Portfolio Bank Banking 98

PE Hub

SEPTEMBER 28, 2023

The post QuadReal buys 50% interest in CA’s US student housing portfolio appeared first on PE Hub. QuadReal Property Group is the real estate investment arm of British Columbia Investment Management Corp.

Portfolio 52

Portfolio Investment Manager Investment Management 52

PE Hub

JUNE 14, 2023

The post Dividend recaps may help reignite exit markets; Arcline expands engineered systems and components portfolio appeared first on PE Hub. Arcline acquires International Water-Guard.

Portfolio 88

Portfolio Engineering 88

Global Banking & Finance

NOVEMBER 15, 2023

How traders can diversify their portfolios during periods of inflation By Kate Leaman, chief market analyst at AvaTrade In the wake of the pandemic and the ongoing Russo-Ukrainian war, inflation rates have continued to increase in the European Union, United States, and many other regions.

Portfolio 40

Portfolio Investment 40

CNBC: Investing

AUGUST 10, 2023

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

Portfolio 97

Portfolio Stock Equities Management 97

JD Supra: Mergers

SEPTEMBER 27, 2023

The Federal Trade Commission (FTC) on Sept. 21, 2023, sued a private equity firm in the U.S. District Court for the Southern District of Texas over an alleged decade-long "roll-up" strategy to consolidate anesthesiology practices in Texas. By: Holland & Knight LLP

Private Equity 167

Private Equity Equities Portfolio Trading 167

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.

M&A 130

M&A Acquisitions Private Equity Mergers and Acquisitions 130

Global Newswire by Notified: M&A

SEPTEMBER 28, 2023

This milestone marks Playtika’s second strategic acquisition this quarter, with the previous acquisition of Youda Games’ card game portfolio from Azerion closing in late August.

Acquisitions 85

Acquisitions Portfolio Entertainment IT 85

The TRADE

SEPTEMBER 15, 2023

The newly introduced alternative data function, ALTD <GO>, supports equity analysts and portfolio managers with intra-quarter insights which can be incorporated into research workflows, paired with consensus estimates, company news, research and guidance – ahead of earnings announcements.

Portfolio 67

Portfolio Equities Portfolio Management Valuation 67

CNBC: Investing

JUNE 23, 2023

Alternative investments still have a place in portfolios for the long term, advisors said.

Portfolio 96

Portfolio Bank Banking Investment 96

Peak Frameworks

JULY 20, 2023

This question paved the way for the birth of the Modern Portfolio Theory (MPT) , introduced by economist Harry Markowitz in the 1950s. Efficient Frontier This is a graphical representation of the optimal portfolios that offer the highest expected return for a defined level of risk.

Portfolio 40

Portfolio Investors Private Equity Portfolio Management 40

CNBC: Investing

AUGUST 17, 2023

The portfolio may be coming back in vogue as its diversification benefit shines.

Portfolio 98

Portfolio IT 98

Global Newswire by Notified: M&A

JULY 31, 2023

(EURONEXT: AZRN) one of Europe’s largest digital advertising and entertainment media platforms, announced today they have entered into a definitive agreement for Playtika to acquire from Azerion its Youda Games portfolio of games, including social card themed title Governor of Poker 3, for an initial cash consideration of EUR 81.3

Portfolio 76

Portfolio Entertainment Media Business 76

The TRADE

JUNE 27, 2023

Users of LBX will also be able to receive ETF creations and redemptions in real time, allowing their portfolios to be managed within the OEMS for portfolio and trade management. “By The post ICE integrates ETF Hub with LiquidityBook’s OEMS to bolster primary market and portfolio management workflows appeared first on The TRADE.

Portfolio Management 62

Portfolio Management Portfolio Management Trading 62

TechCrunch: M&A

OCTOBER 24, 2023

WordPress.com and Tumblr owner Automattic is adding another company to its portfolio with today’s news that it has acquired the all-in-one messaging app Texts.com for $50 million.

Portfolio 326

Portfolio Mergers and Acquisitions M&A IT 326