Sentences with phrase «equity portfolio companies»

Sales to strategic buyers continue to be the biggest channel for buyout - backed exits, and corporate acquirers purchased 715 private equity portfolio companies in 2014.

Socious was acquired by Higher Logic, a JMI Equity portfolio company.

The SEC charged that the investment adviser and its principals failed to disclose conflicts of interest to clients and made statements to investors that omitted material information regarding consulting payments to an affiliate and incentive payments to certain adviser employees from a private equity portfolio company.

Not exact matches

• Anju Software Inc, a portfolio company of Providence Equity Partners, acquired the assets of Sylogent, a Newtown, Penn. - based provider of software and business services for the pharmaceutical industry.

• Xactly, a portfolio company of Vista Equity Partners, acquired Obero, a Canada - based sales performance management company.

Michael Reckmeyer, a portfolio manager of Hartford Equity Income, notes that that's a sticky business — big companies don't change their tech setups easily — and Microsoft's cloud and database businesses are dhelping mitigate the secular decline of desktop software.

• ICP Construction, a portfolio company of Audax Private Equity, acquired Pli - Dek Systems, a Murrieta, Calif. - based maker of speciality coatings for the building industry.

DBL Investors A spinoff of J.P. Morgan, DBL has become one of the nation's top impact investors, thanks to its $ 75 million Bay Area Equity Fund I. (Among DBL's portfolio firms is Tesla, the electric - car company that went public last June.)

• On Location Experiences, a portfolio company of RedBird Capital Partners, Bruin Sports Capital, and 32 Equity, acquired PrimeSport, a Atlanta - based firm providing direct access to sports and entertainment events.

The food industry is not a small one, and many private equity firms and other capital providers have a great deal of capital invested in portfolio companies in this industry.

Private - equity acquisitions of retailers have become increasingly rare, as the investment firms worry about increasing headwinds facing the industry and their portfolio companies struggle with the debt burden left behind from leveraged buyouts.

«The best way to think about them is as a private - equity shop operating in the software industry,» says Jeff Mo, a portfolio manager with Calgary's Mawer Investment Management, which has a 12 % stake in the company.

If you have 10 % of your investment capital in cash in a trust company, 40 % in bonds at an independent brokerage firm, and 50 % in equities at a bank - owned firm, how many portfolios do you have?

• Citron Hygiene LP, a Birch Hill Equity Partners portfolio company, acquired Hygiene Solutions Inc, a Chicago - based provider of washroom hygiene services.

• Superion, a portfolio company of Vista Equity Partners, acquired Public Safety Corporation, a Waldorf, M.D. - based provider of false alarm tracking.

That's why Kaplan suggests that business owners looking for appreciation beyond the growing value of their companies speak to an investment advisor about assembling a portfolio composed of a combination of equities, real estate and hard assets and generating current income through bonds and dividend - paying stocks.

• Atria Wealth Solutions, a portfolio company of Lee Equity Partners, has agreed to buy Cadaret, Grant & Co, a Syracuse, N.Y. - based broker - dealer.

The buyer was ASL Group, a portfolio company of Mobeus Equity Partners.

Under normal market conditions, the fund invests primarily in a diversified portfolio of equity and equity - related securities of companies of all sizes.

Balanced funds, which usually invest in a mix of about 60 percent stock to 40 percent bonds, growth and income funds, or equity income funds that invest in well - established companies that pay high dividends, might be appropriate choices for a mid-term portfolio.

«The services provided by private - equity fund sponsors to their affiliated funds and portfolio companies are investment - advisory services.

The portfolio management team uses a variety of investment strategies to search for companies suitable for investment in the fund, including factors such as growth in earnings, return on equity, and revenue.

A few months ago, a fellow I recruited as CEO to two of my Benchmark portfolio companies told me he never appreciated the value of the Wealthfront Equity Plan until he joined a board where the board members were too cheap to do the right thing for their employees.

The HRC considered the fact that, despite credit write - downs in its home equity loan portfolio and a Visa - related litigation expense accrual, the Company's business performance for 2007 was strong, as exemplified by one of the highest returns on equity and returns on assets in our Peer Group.

I've also had the pleasure of working on a board of one of our portfolio companies with a private equity investor who is making a few minority investments.

The Company uses the proceeds raised from the issuance of units to invest in SMEs through local market sub-advisors in a diversified portfolio of financial assets, including direct loans, convertible debt instruments, trade finance, structured credit and preferred and common equity investments.

At ACAS, Mr. Ranson made private equity and debt investments in middle market companies while helping establish the company's portfolio management group.

Blue Wolf Capital Partners LLC is a private equity firm that works with portfolio companies with a goal of enhancing value and keeping stakeholders» interests aligned.

Mr. Garland and his team are responsible for developing and implementing the Funds» active ownership programs for public equities, including voting proxies, engaging portfolio companies on their environmental, social and governance policies and practices, and advocating for regulatory reforms to protect investors and strengthen shareholder rights.

Templeton gave the company a strong portfolio of international equity funds as well as the expertise of emerging markets guru Dr. Mark Mobius, who, during his distinguished career, spent more than 40 years working in emerging markets all over the world.

Chicago private equity investment firm Wind Point Partners and its portfolio company, GF Assets Holdings Corp., the parent company of Gehl Foods, announced the acquisition -LSB-...]

Indeed, according to Graham Elton, partner with Bain & Company and head of European private equity at the firm, many now go so far as to maintain full - blown «shadow portfolios» of companies they like, drawing up detailed business plans long before they ever come up for sale so they are ready to pounce.

This AlixPartners report says that the relationship between portfolio company CEOs & their private equity owners is often pretty rocky — and that it too often leads to disruptive & costly departures.

OpenAir Equity Partners concentrates on Internet of Things investments with portfolio companies that focus on connected car, home, aircraft and agricultural machinery businesses.

The ZBB method allows private - equity firms to standardize cost management practices across portfolio companies and invest savings in growth strategies.

Prior to Atlantic Trust Company, Amy was a Compliance Officer at SSGA, where she was responsible for ensuring equity portfolios met specified guidelines.

In many instances, private equity sponsors may pursue a potential IPO by a portfolio company while at the same time exploring that company's possible sale.

Since our inception, we have invested in more than 600 companies and partner with over 140 active companies across our venture and growth equity portfolio.

The Fund is appropriate for investors who are seeking long - term capital appreciation by investing primarily in equity securities of U.S. small - cap companies, are looking to hold their investments for the long term and can tolerate considerable fluctuations in their portfolio.

Through his leadership, Sendouts transformed into a fast growing and profitable entity that was ultimately acquired by Vista Equity Partners and integrated with Bullhorn, one of Vista's portfolio companies.

Private equity firms have had to lengthen their investment horizons to create value with their portfolio companies, from 4.5 years in 2006 to 6 years in 2016; Blackstone, Carlyle Group and others have recently launched funds with longer target holding periods.

JoAnne was also VP, Investor Relations & Regulatory Affairs for Belvedere Capital, the first private equity firm to become a bank holding company, where she managed multiple complex regulatory relationships, coordinated fundraising, and managed all investor, portfolio company and outsourced legal and accounting relationships, as well as the administrative team.

But with long - term bonds and non-cyclical equity sectors trading at historically extreme valuations while cyclical sectors trade at valuations below their long - term average, we think that risk aversion is creating numerous investment opportunities for investors willing to build a portfolio of more economically sensitive companies.

This was as a result of the fact that most of the insurance firm's portfolio is invested in debts as companies can only invest about a fifth of their revenue in equities.

The Summit features an impressive industry led speaker line - up including opening keynote by Jon Medved, CEO of OurCrowd, the global equity crowdfunding platform leader that has raised more than $ 95 M for 56 portfolio companies since launching in February 2013.

My overall portfolio strategy is to build enough equity in enough high - quality companies through diversification so that I'm confident that I can pay for expenses with ongoing dividend income.

My goal is to have investments in 50 different companies, and I currently have 49 equity positions in my equity portfolio.

(I think it's useful for UK investors to be aware of the US perspective, because passive investors are likely to have as much as 50 % of their equity portfolio invested in American companies.)

OurCrowd has raised over $ 80 million in equity crowdfunding for its 50 portfolio companies which include leading companies, such as: BillGuard, Consumer Physics (SCiO), BioCatch, Abe's Market and ReWalk, OurCrowd's first portfolio company to complete a successful IPO on the NASDAQ.

He previously served as executive vice president and chief investment officer of non-US and global equity investments for MFS, during which time he oversaw the company's global portfolio management, research and trading functions.