Group 1 - Apollo Global Management, Inc. (NYSE:APO) is receiving increased attention from Wall Street analysts, with Morgan Stanley raising its price target to $180.00 from $151.00 and upgrading the stock from Equalweight to Overweight, citing confidence in over 20% fee-related earnings growth [1] - Goldman Sachs also raised its price target for Apollo Global Management to $155.00 from $151.00, maintaining a 'Buy' rating, indicating a potential upside of nearly 23% due to the company's strong origination capabilities [2] - Apollo Global Management is projected to achieve over 20% growth in fee-related earnings (FRE) for 2026, with better-than-expected guidance for spread-related earnings (SRE), leading to an average EPS forecast increase of around 4% for 2026/2027 [3] Group 2 - Apollo Global Management is a New York-based private equity firm that specializes in private equity, infrastructure, credit, secondaries, and real estate investments, founded in 1990 [4]

Core Insights - KKR & Co. Inc. (NYSE:KKR) is under close observation by Wall Street analysts, with TD Cowen reaffirming a 'Buy' rating but lowering the price target to $146 from $153, indicating a nearly 21% upside despite near-term macroeconomic challenges [1][4] - The company is optimistic about its insurance business, projecting a return on equity (ROE) of 15% by 2028 and free cash flow (FRE) per share of at least $4.50 [2] - KKR's third-quarter results were described as a "clearing event," with management increasing its realization projection to $1 billion from $800 million, alongside record management fees and fee-related earnings [3] Financial Performance - KKR's stock has underperformed year-to-date, down over 20%, yet analysts maintain a strong Buy opinion with a consensus 1-year median price target suggesting a potential upside of 30% [4] - The company has achieved record-breaking management fees and adjusted net income over the past 12 months, indicating strong operational performance [3] Business Overview - KKR & Co. Inc. is a New York-based private equity and real estate investment firm, founded in 1976, focusing on direct and fund-of-fund investments aimed at generating strong investment returns [4]

Core Insights - Private equity firms are increasingly utilizing dividend recapitalizations to extract cash from portfolio companies, with dividend loans reaching $28.7 billion in 2023, on track to surpass the previous record of $28.8 billion set in 2021 [1][2]. Group 1: Market Conditions - The private equity sector is facing challenges, including a lack of attractive takeover targets and difficulties in cashing out old investments, which has led to increased borrowing to satisfy investor demands [2][3]. - Current market conditions are favorable for dividend recapitalizations, with decreasing rates, tight spreads, and an open market, despite subdued IPO and M&A activities [3][4]. Group 2: Financial Strategies - Dividend recapitalizations are a common strategy for private equity firms to realize profits post-acquisition, although they can be controversial due to the additional debt burden on companies [4]. - Recent examples include Thoma Bravo's $750 million loan for Darktrace and a $1 billion payout for Ping Identity, showcasing aggressive financial policies with high leverage [5].

EQT is nearing a deal to acquire a majority stake in European environmental service company Desotec from Blackstone, four years after it sold the business to the US private equity firm, according to people familiar with the matter https://t.co/3S60A7RJO7 ...

A job at a big private-equity firm was once a ticket to lifelong riches. Now employees tired of waiting for payouts are leaving for jobs at smaller shops. https://t.co/SV4Q0DcXfI ...

TCS raised $1 billion from private equity group TPG for its AI data center business HyperVault, it says in a statement https://t.co/i5f74Cw0zP ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. The Chicago-based private equity firm GTCR has inked a definitive agreement to acquire Fiduciary Trust Company, a Boston-based wealth manager and trust company with $34 billion in client assets under advisement and management. The firm expects the deal to close in the first quarter of 2026. The deal marks Fiduciary Trust’s first institutional capital investment, dating back to its roots as a fam ...

I've long held a belief that investors don't need alternative investment strategies like private equity to have a diversified portfolio, especially today when there are more ETFs and funds than ever.Macro strategist and investment advisor from Southern California. You can also find me on YouTube and Substack under my name; my weekly newsletter is called The Macro Obsession.Analyst’s Disclosure:I/we have a beneficial long position in the shares of BN, BX, KKR, APO either through stock ownership, options, or ...

This story was originally published on Restaurant Dive. To receive daily news and insights, subscribe to our free daily Restaurant Dive newsletter. In September, Franchise Equity Partners acquired a majority stake in 7 Brew’s second-largest franchisee, while Eyas Capital bought Bojangles’ largest franchisee, capturing the attention of the restaurant and private equity industries. “While the M&A market is not back to where it was in years such as 2021, there has been an uptick this year, and successful re ...

人民财讯11月19日电，企查查APP显示，近日，上海浦创企航私募投资基金合伙企业(有限合伙)成立， 出资额33.34亿元，经营范围包含：以私募基金从事股权投资、投资管理、资产管理等活动。企查查股 权穿透显示，该合伙企业由农银金融资产投资有限公司、上海浦东创新投资发展(集团)有限公司等共同 持股。 ...