Private Equity
Search documents
X @Bloomberg
Bloomberg· 2025-10-08 20:38
A private equity investor who played football at Stanford University in the 1960s is donating $50 million to the program at a time when college athletics is undergoing sweeping change https://t.co/uCW7HN9kp4 ...
X @Bloomberg
Bloomberg· 2025-10-08 18:07
In today's Bloomberg Deals: We break down why Japan is brimming with private equity targets. Also, SoftBank is buying an ABB division and Ari Emanuel raises money for his new company. https://t.co/1E7XVRGeYl ...
Unlevered buyout firm Tide Rock on its approach to investing
CNBC Television· 2025-10-07 19:19
Speaking of, let's stay on the small cap story because there are thousands of great smaller, often family-owned or run companies across America that could use an investment to scale up. Your next guest company wants to help them do that, but also not saddle them with loads of just crushing debt. Ryan Petticord is the CEO of Tidrock.They invest in smaller businesses, but do not leverage them up with tons of debt. Ryan, good to have you on. Thank you.So, your job is to hunt companies. You find companies that ...
Inside Alts: Ares’ Michael Arougheti on the ‘retail revolution’ in alternatives
CNBC Television· 2025-10-07 16:51
Welcome back. As alternative investments are seeing a retail revolution as we've been covering, one question is, are retail investors getting lower performing products. Leslie Picker has the details.>> Yeah, are they. >> We've seen this movie before and this was really the focus of our latest edition of the Inside Alts newsletter where we dove into the so-called retail revolution taking place in alternatives right now. Traditionally, fundraising in areas like private equity and private credit has comprised ...
Heidrick & Struggles Soars 19.6% on Go-Private Deal Announcement
ZACKS· 2025-10-07 13:46
Core Insights - Heidrick & Struggles International, Inc. (HSII) shares increased by 19.6% following the announcement of a definitive agreement for acquisition by a private investment consortium valued at approximately $1.3 billion, with an all-cash offer of $59 per share, representing a significant premium over the previous closing price [1][8] - The acquisition is seen as a major milestone in HSII's transformation from a traditional executive search firm to a broader leadership advisory firm, emphasizing its strong presence in organizational consulting and talent solutions [1][8] Company Performance - HSII has diversified its offerings to include digital transformation and talent analytics, enhancing its competitive position against larger rivals like Korn Ferry and ManpowerGroup [2] - Over the past year, HSII's stock has risen by 58.5%, outperforming its peer group's growth of 18.7% [2] Financial Outlook - The expected earnings growth rate for HSII in the next year is 17.6%, with the Zacks Consensus Estimate for current-year earnings improving by 2.4% over the last 60 days [3] Market Reaction - The acquisition is interpreted as a sign of continued private equity interest in professional services and human capital businesses, particularly those with strong client relationships [4] - HSII's stock opened higher and maintained gains throughout the trading session, contrasting with mixed results in the broader market [4] Transaction Details - The transaction has been unanimously approved by HSII's board of directors and is expected to close in the first half of 2026, pending regulatory approvals [5] - Upon completion, HSII will become a privately held entity, and its shares will be delisted from the Nasdaq [5] Industry Trends - The sharp increase in HSII's stock reflects investor appetite for merger and acquisition activity amid market volatility, indicating that strategic investors are willing to pay a premium for established business models in the consulting sector [6]
The 'retail revolution' in alternatives: Here's what you need to know
CNBC Television· 2025-10-07 11:14
Uh well, there's a major shift underway in private markets with high netw worth investors increasingly driving inflows. But could that shift pose more risk than reward. Leslie Picker joins us now with more from the latest installment of CNBC's Inside Alt Newsletter.Leslie, good morning. Hey, good morning, Mike. That's right.In our latest edition of our Inside Alts newsletter, we dove into the so-called retail revolution taking place in alternatives right now. Traditionally, fundraising in areas like private ...
"Private Equity Is Totally Screwed” - Chamath Palihapitiya
All-In Podcast· 2025-10-06 15:00
And if you look at private equity, pull up that chart I had there. This is just stunning how big this industry is getting. You know, $5 trillion is what we're up to here.And it just keeps growing. >> I I think private equity is totally screwed. I I don't think Silver Lake or Infinity or this deal are screwed, but I think private equity in general is totally hosed.>> All right. Well, it's gotten huge just since 2015 and tripling in size. So why is this I guess my question for the gentleman here and for the a ...
X @The Wall Street Journal
The Wall Street Journal· 2025-10-05 19:34
Private equity’s return advantage over public stocks has diminished in recent years, but finding reliable data is difficult https://t.co/Qhtegp7XnC ...
X @The Wall Street Journal
The Wall Street Journal· 2025-10-05 15:01
Private equity’s return advantage over public stocks has diminished in recent years, but finding reliable data is difficult https://t.co/czJ5FW93p5 ...
Dine Brands’ Rally Is A Mirage—The Real Catalyst Is Activist Pressure
Forbes· 2025-10-04 18:05
Core Insights - The recent stock rally of Dine Brands is driven by speculation regarding potential private equity interest rather than operational improvements [5][23] - The real catalyst for Dine Brands' future lies in addressing long-standing issues and aligning with franchisees who are essential to the business [3][10] - There is a significant disconnect between management and franchisees, leading to operational stagnation and declining performance [9][10] Company Performance - Applebee's is experiencing declining traffic, while IHOP's growth has stalled due to rising operational costs and limited new store openings [6][9] - Dine Brands has accumulated a heavy debt load, which restricts financial flexibility and increases refinancing risks amid elevated interest rates [6][11] Franchisee Relations - Franchisees are the backbone of Dine Brands, yet they feel neglected by management, which has focused more on optics and compensation than on performance [8][9] - The current management has failed to restore traffic and align with franchisees, resulting in a 70% decline in stock price since 2021 [9][15] Strategic Recommendations - A leadership change is necessary to reconnect the brand with franchisees and customers, with a proposed nominee who has relevant experience [15][19] - Operational improvements at the unit level are essential, including the implementation of tools that enhance competitiveness and profitability for franchisees [16][19] - A disciplined approach to capital allocation is required to refinance debt and support franchise operations, moving away from short-term financial engineering [17][19] Future Outlook - The choice between private equity control and activist-led restructuring will significantly impact the future of Dine Brands, with the latter offering a path to sustainable growth [20][21] - Activist pressure is seen as the only viable method to restore accountability and align interests among shareholders, franchisees, and management [23][24]