Brix Sumagaysay’s Post

“Throughout H1 2024, private equity has been distinguished by its adaptability and flexibility in order to enhance value creation. We expect this to continue through H1 2025 until the large pipeline of assets ready for scale and the trillions of dry powder dollars work their way through the increasingly, albeit slow stabilization of M&A market imbalances.” - says DC Advisory's Daniel Graves, Managing Director and Head of Sponsor Coverage in the US.   Read more about DC Advisory’s latest insights for the US market > https://bit.ly/3VZ5Ip8   #DCAdvisory #PrivateEquity #USMarkets #Opportunity #MergersandAcquisitons #SponsorCoverage

https://lnkd.in/ehiPhbWn Carlyle Group Inc, the private equity and alternative asset manager global leader with 425 billion USD assets under management has taken the route of the other leading private equity and alternative asset management firms of owning an insurance business and using the proceeds to reinvest the stable, long-term almost perpetual in maturity insurance premiums into private equity, real estate, private credit and lending, according to Wolfteam Ltd.'s analysis. The perpetual fee earning assets under management or insurance fees are invested 73 billion USD in assets in real estate, 4 billion USD in direct lending and others. #privateequity #capital #privatecapital #privatemarkets #investing #stocks #stockmarket #investment #mergersandacquisitions #mergers #wallstreet #equities #deals #realestate #privatecredit

🔍 Curious about the future of secondary investments? The latest WSJ Pro Private Equity white paper covers the resurgence of megadeals, growing interest in VC secondaries, and how insurers’ liquidity needs may unlock new opportunities for buyers. Whether you're an investor or dealmaker, these insights are crucial for navigating the evolving secondary market. 📖 Get the full report here: https://hubs.li/Q02Sjm9f0 #SecondariesMarket #PrivateEquity #VC #Investing #Liquidity #WSJPro

Odyssean Capital LLP IT bets on surge in M&A among UK equities. The Odyssean Capital LLP investment trust has predicted a resurgence in merger and acquisition activity will drive performance over the next 18-24 months, as overseas firms look to take advantage of the depressed sentiment to UK equities. Check out Beth Brearley’s latest article👇 https://incm.pub/4g9JzeU #investment #wealthmanagement #assetmanagement #finance

“Securing exits will be the top priority for sponsors in 2024-25 as they need to return cash to LPs and stimulate fundraising.” With record amounts of dry powder to invest and mounting pressure to return money to investors, will there be an increased appetite for acquisitions and heightening competition for assets in the months to come? In the May 2024 edition of Financier Worldwide Magazine, our New York-based M&A partner Romain Dambre discusses strategies PE firms are using to finance deals, how they are creating value and generating returns from portfolio companies, the legal and regulatory issues shaping the PE industry, and the outlook for PE dealmaking. Read more here: https://lnkd.in/gW3HT-Jc #FinancierWorldwide #PrivateEquity #M&A

Titan Wealth’s acquisition of IWP represents a significant milestone. It adds £6.6bn in AUM and broadens its vertically integrated offerings throughout the UK. This deal highlights the ongoing momentum in the M&A sector as firms pursue greater scale and efficiency to improve client outcomes. To understand how this trend could impact your business strategy or to explore your options, contact one of our professional associates today for a confidential, no-obligation consultation. 📞 +44 (0)204 519 7811 | ✉️ info@chapterscapital.co.uk   #WealthManagement #MergersAndAcquisitions #FinancialAdvice #BusinessGrowth #TitanWealth

LPX50 constituent company, Wendel has announced the acquisition of 75% of Monroe Capital LLC, a private credit market leader based in USA. Wendel will initially invest $1.13 billion to acquire 75% of Monroe Capital. This acquisition signals Wendel’s commitment to building a scalable asset management platform while maintaining its core investment strategies, setting the stage for sustained growth and shareholder value creation. The transaction is expected to close in the first half of 2025, subject to regulatory approvals. Wendel is one of Europe’s leading listed investment firms, with a history dating back over 300 years. Headquartered in Paris, Wendel specializes in making long-term equity investments in European and North American companies, focusing on market leaders across various industries. 🔷 Link to official press release 👉 https://lnkd.in/d-Cc8EBq 🔷 Subscribe to Listed Private Equity Barometer published by LPX AG 👉 https://lnkd.in/ex-E8nej Disclaimer: This content is provided for informational purposes and none of the content here should be construed as financial advice or an offer or solicitation for securities. The content is not intended to provide a sufficient basis on which to make an investment decision. The past performance is not indicative of future results.   #privateequity #alternativeinvestments #privatemarkets #investments #listedprivateequity #privatedebt #privatecredit

Our latest private equity report outlines how our long-established approach seeks to effectively unlock the value in a fund and return it to investors in the final phase of the private equity cycle. Developing a clear and bespoke exit strategy is both a science and an art, especially in a market where exits are gridlocked; where private equity holding periods are being extended; and where the disconnect between buyers’ and sellers’ valuations remain stubbornly wide. Read more here: https://lnkd.in/eV-TPtmS For professional investors only. Capital at risk. #privateequity #exits #alternatives #secondaries #privatemarkets

On your marks . . . Private equity groups are facing a significant challenge with $3 trillion in assets to monetize. To address this, they’re turning to innovative disposal techniques that can help them unlock value without compromising valuations. Here’s how: 1. Continuation Funds: These vehicles allow GPs to extend the holding period of high-performing assets, providing liquidity options for existing LPs while attracting new investors. 2. Private Placements: Offering shares to a select group of investors can help maintain control over pricing and avoid public market volatility. 3. NAV Financing: Using portfolio-level loans to provide interim liquidity without forcing premature exits. 4. Securitizations: Packaging assets to create new investment opportunities and spread risk. These strategies offer flexibility in a challenging exit environment, allowing PE firms to maximize returns while meeting LP liquidity needs. As the market evolves, expect to see more creative solutions emerge to address the “liquidity imperative” facing the industry. #PrivateEquity #MergersAndAcquisitions #ContinuationFunds #InnovativeFinance #PEExits

C&D Capital Explore strategic insights on CD Private Equity Fund III's recent performance and the path ahead amid market challenges and opportunities. Read More https://lnkd.in/g4rnCazh #PrivateEquity, #financialPerformance, #investmentStrategy, #marketRecovery, #portfolioManagement