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X @Bloomberg
Bloomberg· 2025-08-04 12:10
Puerto Rico’s new financial regulator is stepping up scrutiny of the island’s booming private equity industry, after her office recently shutdown one of the island’s largest players https://t.co/1vPP0emgjQ ...
X @Bloomberg
Bloomberg· 2025-08-04 06:46
Hazem Ben-Gacem has sold a stake in his new firm BlueFive Capital to Bahrain’s sovereign wealth fund, in an early sign of the Middle East private equity veteran leveraging his ties to investors in the oil-rich region https://t.co/Aeroih7Ol0 ...
奇德新材等新设产业发展基金合伙企业
人民财讯8月4日电,企查查APP显示,近日,粤科(开平)产业发展基金合伙企业(有限合伙)成立,出资 额5亿元,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,该企业由奇德新材(300995)等共同出资。 ...
X @Forbes
Forbes· 2025-08-03 04:30
Private equity cash is fueling consolidation throughout the talent representation business, but CAA remains atop the industry’s leaderboard, managing more than $20 billion in contracts. (Photo: Robert Gauthier/Los Angeles Times via Getty Images) https://t.co/1xdeUJVBCM https://t.co/CXj1KHw6cX ...
Brookfield Business Partners L.P.(BBU) - 2025 Q2 - Earnings Call Transcript
2025-08-01 15:02
Financial Data and Key Metrics Changes - Adjusted EBITDA for the second quarter increased to $591 million from $524 million in the prior period, reflecting improved underlying operating performance and tax benefits [18][19] - Adjusted EFO for the quarter was $234 million, benefiting from lower interest expenses due to reduced corporate borrowings compared to the prior period [18] Business Line Data and Key Metrics Changes - The Industrial segment generated adjusted EBITDA of $307 million, an increase from $213 million in the previous year, supported by tax benefits and contributions from recent acquisitions [19] - The Business Services segment's adjusted EBITDA rose to $205 million from $182 million last year, aided by increased volumes of new insurance premiums and stable performance in technology services [20] - The Infrastructure Services segment's adjusted EBITDA decreased to CAD 109 million from CAD 157 million, primarily due to the sale of the offshore oil services shuttle tanker operation [21] Market Data and Key Metrics Changes - The U.S. economy showed resilience with stabilized GDP expectations and low unemployment, while Europe is seeing increased stimulus spending [11][13] - The GCC markets in the Middle East remain strong, and India continues to be a growth economy [13] Company Strategy and Development Direction - The company is focused on acquiring high-quality, market-leading businesses with strong competitive advantages, which allows for pricing power and resilience against economic fluctuations [14] - The strategy includes leveraging secondary market opportunities to surface value and enhance shareholder returns through buybacks and reinvestments [6][9] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about the operating environment, noting that while there are challenges, the principles of acquiring high-quality businesses are serving the company well [14][15] - The company is confident in its ability to maintain or increase margins despite economic slowdowns, with a focus on optimizing operations and integrating recent acquisitions [15][16] Other Important Information - The company has realized over $800 million from asset sales and distributions while investing $300 million in acquiring two market-leading businesses [6] - The company ended the quarter with approximately $2.9 billion in corporate liquidity, providing options for capital allocation [21][22] Q&A Session Summary Question: Performance of Scientific Games - Management acknowledged that while hardware deliveries were lower, the overall EBITDA performance was flat, and they remain positive about the business's future growth potential [26][29] Question: Repositioning of Brand Safeway - Management noted that they are repositioning the business towards higher growth markets, although they expect volume softness to continue through the second half of the year [30][32] Question: Leveraging AI for Productivity - Management highlighted numerous AI initiatives across the portfolio that have led to significant operational improvements and cost savings [35][41] Question: Impact of the Big Beautiful Bill - Management expects the provisions in the bill, including accelerated depreciation, to be net positive for the business, enhancing flexibility and reducing tax burdens [42][44] Question: Secondary Transaction Insights - Management explained the decision-making process behind the secondary transaction, emphasizing the strategic choice of assets and the favorable terms achieved [52][55]
超4200亿,2025年二季度这些LP活跃出资
母基金研究中心· 2025-08-01 09:38
Core Insights - The total number of newly registered private equity and venture capital funds reached 1,165 in Q2 2025, marking a year-on-year increase of 38.2% and a quarter-on-quarter increase of 20.3% [2][4] - The cumulative contribution from Limited Partners (LPs) reached 427 billion RMB, with state-owned capital dominating at 231.72 billion RMB, accounting for 54.26% of the total [9][10] Fund Overview - In Q2 2025, there were 416 newly registered private equity funds and 749 venture capital funds, with venture capital funds maintaining a dominant position [2] - The registration of funds was concentrated in Zhejiang, Jiangsu, and Guangdong provinces, indicating strong GP activity and industrial attraction in the Yangtze River Delta and Greater Bay Area [2] LP Contribution Trends - The frequency of LP contributions showed slight fluctuations in Q2 2025, with a general downward trend observed [4] - A total of 2,651 contributions were made by institutions with a contribution ratio of 1% or more, with government-guided funds and state-owned capital continuing to dominate the LP market, accounting for 52.7% of contributions [6][9] LP Contribution Distribution - The cumulative contribution from institutions with a contribution ratio of 1% or more reached 427 billion RMB, with state-owned capital leading at 231.72 billion RMB [9] - Financial institutions contributed 74.61 billion RMB, representing 17.47% of the total, while government-guided funds contributed 71.46 billion RMB, accounting for 16.73% [9][10] Active LP Analysis - State-owned capital maintained a strong position in Q2 2025, with a cumulative contribution of 231.72 billion RMB, reflecting its significant scale and stability [16] - Government-guided funds demonstrated a stable contribution pattern, with a total of 71.46 billion RMB, showcasing their role in leveraging small amounts of capital for larger investments [18] - Financial institutions contributed 74.61 billion RMB, focusing on large single contributions, indicating their professional asset allocation capabilities [19] - Private capital's participation remained low, with a total contribution of 23.89 billion RMB, highlighting the need for mechanisms to stimulate greater involvement [20]
NBPE announces Director/PDMR Shareholding
Globenewswire· 2025-08-01 06:00
1 August 2025, St Peter Port Guernsey NB Private Equity Partners Limited Notification of Transaction by Persons Discharging Managerial Responsibilities (PDMRs) NB Private Equity Partners Limited announces that it has been advised that Pawan Dhir, a Director of the Company, has purchased 2,800 Class 'A' Ordinary Shares in the Company ("Ordinary Shares") Following this transaction, Mr Dhir holds 4,400 Ordinary Shares. Details of the transactions can be found in the Notification of Dealing Form below. 1 Detail ...
KKR & Co. (KKR) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
ZACKS· 2025-07-31 14:31
For the quarter ended June 2025, KKR & Co. Inc. (KKR) reported revenue of $1.28 billion, up 15.9% over the same period last year. EPS came in at $1.18, compared to $1.09 in the year-ago quarter. View all Key Company Metrics for KKR & Co. here>>> Shares of KKR & Co. have returned +11.8% over the past month versus the Zacks S&P 500 composite's +2.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term. Private Equity - Assets ...
Hampton Financial Corporation Announces 3rd Quarter Results
Globenewswire· 2025-07-30 22:45
NOT FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES TORONTO, July 30, 2025 (GLOBE NEWSWIRE) -- Hampton Financial Corporation ("Hampton" or the "Company", TSXV: HFC) today announced its financial results for the 3 quarter ended May 31, 2025. Third Quarter ended May 31, 2025. IFRS results highlights: Fiscal results (IFRS results adjusted for non-cash Items) highlights: Hampton's commercial lending business, via its wholly owned subsidiary Oxygen Working Capital ("OWC"), ha ...
X @Bloomberg
Bloomberg· 2025-07-30 21:10
A South Korean lawmaker in the ruling party has proposed a bill to heighten disclosure requirements for private equity funds, adding to growing calls for tighter oversight of the industry https://t.co/15qLtjkmja ...