Will Private Equity Decimate Retirement Plans?
Plus: We outline portco M&A and exits from the past two weeks.
How to Conquer Your Fear of Investing and Start Growing Your Portfolio
Fear of investing is common. According to a 2024 World Economic Forum survey, 40% of people surveyed held off on investing in the market due to fear of losing money.
But waiting to invest can often cost people more money than they save by trying to time the market and invest at the right moment.
There are plenty of low-risk, easy investments that people can start with, such as exchange-traded funds (ETFs) and mutual funds.
But waiting to invest can often cost people more money than they save by trying to time the market and invest at the right moment.
There are plenty of low-risk, easy investments that people can start with, such as exchange-traded funds (ETFs) and mutual funds.
Do You Need to Dump Your Financial Advisor When You Move States?
A record number of investment advisors are registering at the SEC level, not the state level, meaning they can handle an interstate move.
However, whether or not you should keep your financial advisor when you move states depends on a number of factors.
Factors include whether you want to end an established relationship with your current advisor, if they’re legally registered to advise you where you move to, and if they’re familiar with that market.
However, whether or not you should keep your financial advisor when you move states depends on a number of factors.
Factors include whether you want to end an established relationship with your current advisor, if they’re legally registered to advise you where you move to, and if they’re familiar with that market.
How Did Advent Lose Spectris?
Plus: We outline portco M&A and exits from last week.
As Hot Healthcare Market Cools, Unicorn Huma Plans Buying Spree
Last month, Huma Therapeutics, a hospital-at-home patient monitoring platform, picked up Aluna (also known as Knox Medical Diagnostics Inc.), an American company specializing in remote monitoring and management of respiratory diseases.
Could ChatGPT Be the Financial Advisor You Didn't Know You Needed?
Experts warn that AI tools can sound convincing but often rely on outdated info and lack personal context.
Specialized platforms like Quest IndexGPT and AIEQ ETF offer institutional, data-driven alternatives to all-purpose generative AI.
Experts recommend using AI for education and exploration, but not decision-making; human financial advisors remain essential for reliable planning and investing.
Specialized platforms like Quest IndexGPT and AIEQ ETF offer institutional, data-driven alternatives to all-purpose generative AI.
Experts recommend using AI for education and exploration, but not decision-making; human financial advisors remain essential for reliable planning and investing.
Why 'Millionaire Migration' Matters and How It Impacts Your Investments
Millionaire departures can harm local economies by reducing investment and weakening high-end job-creating sectors.
A country losing its millionaire population often signals broader economic or political instability.
Wealthy Americans are emigrating in record numbers post-2024 election, the UK is losing affluent residents, and Chinese millionaire migration continues to grow.
A country losing its millionaire population often signals broader economic or political instability.
Wealthy Americans are emigrating in record numbers post-2024 election, the UK is losing affluent residents, and Chinese millionaire migration continues to grow.
KKR’s Goes Down Under with $1.1B Zenith Energy Deal
Plus: We outline portco M&A and exits from last week.
Where the Ultrarich Are Flocking: The Surprising Reasons Behind Their Moves
High-net-worth individuals (HNWIs) typically have more than $1 million in net worth, though definitions vary.
The United States was the world’s largest private wealth hub in 2024, holding over a third of global liquid wealth and 37% of all millionaires.
The 2024 election has threatened this dominance, with the number of American millionaires looking to relocate doubling year over year in Q1 2025.
Wealthy Americans are drawn to European residency programs but are also seeking citizenship opportunities in nontraditional countries.
The United States was the world’s largest private wealth hub in 2024, holding over a third of global liquid wealth and 37% of all millionaires.
The 2024 election has threatened this dominance, with the number of American millionaires looking to relocate doubling year over year in Q1 2025.
Wealthy Americans are drawn to European residency programs but are also seeking citizenship opportunities in nontraditional countries.
SPECIAL EDITION: A PE POV on NY Tech Week
Plus: We outline portco M&A and exits from last week.
How Owning Wine Stock Can Uncork Unexpected Perks
Shareholder perks in the wine industry are growing, offering investors discounts, tastings, and exclusive access to special events.
Most wine companies are privately held, and even public ones often keep perk details buried or undisclosed. However, at least four public companies currently offer tangible benefits to qualifying shareholders.
As companies recognize retail investors’ brand loyalty, these programs are becoming more common, though details vary and are often hard to track.
Most wine companies are privately held, and even public ones often keep perk details buried or undisclosed. However, at least four public companies currently offer tangible benefits to qualifying shareholders.
As companies recognize retail investors’ brand loyalty, these programs are becoming more common, though details vary and are often hard to track.
Gemspring Buys Legacy Chemicals Business From Goodyear for $650M
Plus: We outline portco M&A and exits from last week.
Can PE Firms Own Utilities and Data Centers? Behind Blackstone’s $11.5B TXNM Take-Private
Plus: We outline portco M&A and exits from last week.
3G Rewrites Its Operational Ethos with $9.4B Skechers Take-Private
Plus: We outline portco M&A and exits from last week.
PE-Backed Companies Dominated Q1 2025 Debt Defaults
According to Fitch Ratings, 15 of the 23 leveraged loan and high yield debt defaults in Q1 were by private equity-owned companies. Portcos also dominated large bankruptcies.
Inflated Infra NAVs Cast Shadow Over Secondaries Transactions
The private infrastructure asset class has a problem with net asset valuations. GPs self-report their portfolios’ worth, third-party accounting firms verify this work, and LPs make investment decisions based on these figures — but many question the methodologies used for these calculations. Says one executive, “It’s a sham.”
CVC Dreams Big with $5B Dream Games Acquisition
Plus: We outline portco M&A and exits from last week.
Thoma Bravo’s $10.5B Boeing Deal Braces for Turbulence
Plus: Fitch downgrades ‘deteriorating’ global leveraged finance market and we outline portco M&A and exits from last week.
KKR’s $3.1B OSTTRA Play is Firm’s First Foray into Post-Trade Services
Plus: We outline portco M&A and exits from last week.
Artificial Intelligence May Slash Operating Teams
Fewer operating professionals will be required to get the same (or better) outputs at the portfolio company level.
Mega Merger? Behind Bain’s 30x EBIDTA Price Tag on HealthEdge
Plus: We outline portco M&A and exits from last week.
Colonial Joins Brookfield’s Growing Pipeline Portfolio in $9B Deal
Plus: We argue that data centers are a bubble and outline portco M&A and exits from last week.
Lessons Learned from 3G’s Historic Burger King Turnaround
Recent quarters have been a bloodbath for PE-backed restaurant chains. 3G’s stewardship of Burger King offers insights for operators.
Why Morgan Stanley Missed the $6B Mark on its Fourth Infra Vintage
Morgan Stanley (NYSE: MS) launched the fourth vintage of its flagship infrastructure fund series, North Haven Infrastructure Partners IV, in 2022. By March 2023, the fund had raised $4 billion. It stayed in the market for another two years, stagnant. Here’s what happened.
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