Bank of America has formed a new team within its investment bank that is focused on helping private equity firms exit their investments, Bloomberg reported Wednesday (March 25).By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional login ...

Lloyd Blankfein, thank you so much for joining us. You wrote new book Streetwise Getting to and through Goldman Sachs. Why.Well, first of all, I had the time. I found I found myself retired at got to be a little bit Covid outside. But, you know, there's there's a little bit you know, you don't you know, one day you're working full speed, the next day this kind of a tapering process.And so it gives you time to reflect, to think about things. Your friends are still your friends. You engage people. People star ...

Global deal activity began 2026 on a subdued note, with the total number of deals (mergers & acquisitions (M&A), private equity (PE) and venture financing) announced globally decreased by around 7% year-on-year (y-o-y) during January-February 2026. While some areas of the market showed resilience – most notably venture financing and a strong rebound in China, the broader environment remained weighed down by softer M&A and a pullback in PE activity, according to GlobalData, publishers of RBI. GlobalData F ...

2026 SOUTHEAST ASIA Private Capital Breakdown Sponsored by Sponsored by Sponsored by Contents | Market overview | 4 | | --- | --- | | Dealmaking | 5 | | A word from BNP Paribas | 12 | | Exits | 19 | | Fundraising | 23 | Institutional Research Group Ansel Tan Director, APAC Private Capital ansel.tan@pitchbook.com Melanie Tng Research Analyst, APAC Private Capital melanie.tng@pitchbook.com pbinstitutionalresearch@pitchbook.com Published on March 11, 2026 The accompanying Excel file contains additional charts ...

Core Viewpoint - The bearish thesis on Post Holdings, Inc. highlights significant structural and regulatory challenges facing the company, suggesting a potential decline in stock price to around $65 over the next 2–3 years due to weak performance and market pressures [1][6]. Company Overview - Post Holdings, Inc. is a consumer packaged goods company with a focus on cereals, eggs, potatoes, protein shakes, and private-label food, featuring key brands such as Honey Bunches of Oats and Peter Pan Peanut Butter [2]. - The company's revenue and operating income are driven by four segments: Consumer Brands (49% revenue, 47% operating income), Foodservice (32% revenue, 38% operating income), Refrigerated Retail (13% revenue, 8% operating income), and Weetabix (6% revenue, 7% operating income) [3]. Market Challenges - U.S. cereal consumption has declined approximately 12% over the past six years, influenced by consumer preferences shifting towards protein shakes and fresh foods, alongside increased breakfast options from fast-food chains [4]. - Regulatory pressures on ultra-processed foods are expected to further impact volume sales for Post Holdings [4]. Financial Performance - Deflationary input costs for key ingredients like eggs and potatoes are reversing previous gross profit gains, while slowing growth from BellRing is diminishing a historical earnings contributor [5]. - The company faces high leverage at 4.5x EBITDA, which limits its flexibility for mergers and acquisitions as well as product investments [5]. Valuation and Future Outlook - Despite facing declining categories and brand positioning, Post trades at a premium compared to peers, which raises concerns about its valuation [6]. - Weak Q1 results, ongoing margin pressures, and slowing organic growth are anticipated to catalyze a re-rating of the stock towards approximately 10x EPS, suggesting a price target of around $65 [6].

Blue Owl Capital Inc. (NYSE:OWL) is one of the stocks mentioned during the show, as we cover everything Jim Cramer said about the market. A caller asked for Cramer’s opinion on the stock, and he replied: Okay, Blue Owl, if you want to own in that world, that private equity, private credit world, I have to suggest you to buy Blackstone. It yields 5%. It’s better run. I think you just go with Blackstone and you’ll do better. A laptop and a computer monitor display a detailed stock market technical analys ...

RT John Hyatt (@John__Hyatt)New @Forbes: The richest private equity billionaires have lost tens of billions of dollars in personal wealth the last 6 months amid private credit and AI fears.Full story: https://t.co/zcyZPbjrOi https://t.co/ik24xyw5Af ...

Core Insights - Private equity firms are experiencing pressure due to concerns over private credit and the overall performance of the asset class, which may benefit commercial real estate [1] - Investors are returning to commercial real estate funds after previously fleeing due to rising interest rates, indicating a shift in investment strategy [2] Investment Trends - Investments in non-traded REITs significantly decreased from $33 billion in 2022 to $5.7 billion last year, but have recently shown substantial gains, raising $593 million in January 2023, up from $467 million in December and $416 million in November [3] - Data from Co-Star indicates that non-traded REITs have seen positive investment trends in the third and fourth quarters of the previous year, with Blackstone's BEIT reporting its best inflows since 2022, raising approximately $1 billion more than it paid out in redemptions in the first quarter [4] Industry Commentary - Blackstone's Jonathan Gray acknowledged the potential influence of private credit on the current investment landscape, while JLL CEO Christian Olrich noted discussions among colleagues regarding these trends [5]

Private equity firms are under some pressure amid concerns over private credit and just the general performance of the asset class. But could their pain be commercial real estate's gain. Diana Olick has more in this week's property play.I hadn't thought about this one, Diana. Welcome. Thanks.Yeah, Kelly. It's hard to believe it's only been four years since investors fled commercial real estate funds due to fast rising interest rates. And now some are piling back in as they rotate out of that once hot privat ...

Blackstone gathered more than $12 billion for its latest Asia-Pacific buyout fund, as the alternative investment manager bets on India, Japan and Australia to help it boost private equity returns https://t.co/m4oBo0KZzn ...