DOCSLIB.ORG

Advancing the Role of the Finance Executive

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Advancing the Role of the Finance Executive Advancing the role of the finance executive Built on the back of in-depth conversations with private equity CFOs, a 20-year heritage of our CFO community and the annual conference Contents » Connect. Evolve. Advance. » Past attendees list » Testimonials » Product offering » Messaging platform functionality » Unlock your networking opportunities with our virtual platform » Events 2 of 13 Advance your career Get direct access to industry peers and specialists who are tackling the same problems and obstacles you face. Benchmark your strategies and solutions to progress Connect. with confidence. Evolve. Advance your team Successful CFOs have a strong support team. Give Advance. your COO, CIO CCO, Finance Director and Controller The industry defining CFO & COO Forum All Access. Dive into a wide range of operational hot is now just one of the many essential topics from tax and compliance to recruitment, data updates we’ll give you throughout the year security management and cyber risk. with your CFO All Access subscription, designed around you to unlock: » Insider know-how – from CFO leaders at the top firms, to the innovators in the mid and lower market Advance your firm » Sector specific xpertisee – from technology to human capital to ESG The world is changing faster than ever – driven by macro issues such as climate change, a pandemic » Regulatory insight – direct from SEC global recession and political uncertainty. Progressive executives and directors strategies on ESG and diversity are no longer nice to » Authoritative market commentary – haves. LPs are directing capital to firms that take these from our acclaimed editorial team topics seriously and can show it. Hear how industry leaders, at all levels, are tackling these issues to help you guide your firm through the uncertainty towards success. privateequityinternational.com/CFO-All-Access 3 of 13 | back to contents » ABS Capital Partners » Cove Hill Partners » Access Holdings » Defy Partners Management » Delos Capital PEI’s CFO » ACON Investments » Diamond Castle Holdings » Actis Capital » EJF Capital » Altaris Capital Partners » EnCap Investments community » Argosy Capital » Fengate Asset » Arlington Capital Partners Management » Arsenal Capital Partners » FFL Partners includes CFO’s » Atlantic Street Capital » Fiera Infrastructure » Atlas Holdings » First Infrastructure Capital » Audax Group Advisors » Audax Private Debt » First Reserve from these » » Five Point Energy Bain Capital » Bernhard Capital Partners » Five Points Capital » Black Bay Energy Capital » Franklin Park Associates companies and » Blue Water Energy » Franklin Templeton Private » Blue Wolf Capital Partners Equity » BP Energy Partners » Fundamental Advisors more... » BV Investment Partners » Gennx360 Management » Camden Partners » Genstar Capital » Carnelian Energy Capital » GHK Capital Partners » Center Rock Capital » GI Partners Partners » Glouston Capital Partners » Centerbridge Partners » Goldner Hawn » Charlesbank Capital » Guidepost Growth Equity Partners » Hammond, Kennedy, » Cloverlay Partners Whitney & Company » Corsair Capital » Hastings Equity Partners privateequityinternational.com/CFO-All-Access 4 of 13 | back to contents » HCI Equity Partners Group Group » The CapStreet Group » HGGC » MidOcean Partners » Revelstoke Capital Partners » The Catalyst » I Squared Capital » Monitor Clipper Partners » Rhone Group » The Capital Group » Insight Equity » Morgan Stanley » Ridgewood Energy » The Meridian Group » Insight Venture Partners » Motive Partners » RLJ Equity Partners » The Raine Group » InstarAGF » Multiples Alternate Asset » Rusnano » The Riverside Company » Intervale Capital Management » Sack Capital Partners » The Sterling Group » Invus Financial Advisors » New Leaf Venture Partners » Sagewind Capital » Thoma Bravo » Irving Place Capital » NGP » Sango Capital » Thomas H. Lee Partners » JLL Partners » NIIF » Sequoia Capital » Thompson Street Capital » JMI Equity » Norwest Equity Partners » SFW Capital Partners Partners » KarpReilly » Norwest Venture Partners » Shore Capital » Tinicum » Kensington Capital Partners » Oak HC/FT » Siguler Guff & Company » TowerBrook Capital » Kohlberg & Company » OceanSound Partners » Silicon Valley Bank Partners » KSL Capital Partners » Osage Partners » SK Capital Partners » Trive Capital » L Catterton » Palladin Consumer Retail » Snow Phipps Group » True Wind Capital Management » Landmark Partners Partners » Sorenson Capital » TrueBridge Capital » Lapis Advisers » Patria Finance » Soundcore Capital Partners » Partners » Leonard Green & Partners » Pearl Energy Investments » Starr Investment Holdings » Veritas Capital » Lightyear Capital » Peterson Partners » Stellex Capital » Viking Global Investors » Linden » Pfingsten Partners Management » VMG Partners » LLR Partners » Pine Brook » Stonepeak Infrastructure » Wellspring Capital » Madison Dearborn Partners » Pitango Venture Capital Partners Management » Madryn Asset Management » Portfolio Advisors » Strategic Capital Investment Partners » WestView Capital Partners » Maverick Capital » Precision Capital » Pritzker Private Capital » SV Health Investors » Whitehorse Liquidity » MCR Investors Partners » Quantum Energy Partners » TA Associates Management » Merlin Nexus » Wynnchurch Capital » Renewable Resources » Tailwater Capital » Metropolitan Partners » York Capital Management privateequityinternational.com/CFO-All-Access 5 of 13 | back to contents Testimonials A must attend conference for me. Plan to The event is great for networking and expand to other members of the Finance discussing and discovering best practices for team. PE CFOs. Shant Mardirossian Jesse M Burwell Kohlberg & Company Chief Financial Officer Partner and Chief Operation Officer RLJ Equity Partners LLC Really wonderful, insightful, and targeted. This is the premier event for CFOs and COOs Amy Hauke in private equity. I love the ability to see/hear Director-Private Equity peers and industry leaders in one event. BMO Private Wealth Joseph Riley The Forum is consistently the best conference Managing Partner and Chief Administrative for finance professionals in the private equity Officer industry! Meaningful content, knowledgeable Psilos Group speakers and ample networking opportunities! Excellent content and networking opportunities. Kristine O'Connor Managing Director and Chief Financial Sean Connor Officer Chief Financial Officer Franklin Park Whitehorse Liquidity Partners privateequityinternational.com/CFO-All-Access 6 of 13 | back to contents Your subscription includes: CFOs & COOs Forum Virtual Experience 2021 CFOs & COOs Forum June San Francisco 2021 Benchmarking 18th Annual CFOs & COOs Forum Survey September Deep Dive Top 10 CFO & CFOs & COOs Forum West COOs January Roundup The Year Ahead 8th annual global CFO Deep Dive Deep Dive and COO benchmarking March 2021 July December survey results: The year March ahead in PE Panel: Top 10 CFOs & Panel: 2022 focus: what's on the CFO Hot Topics Roundtables COOs Forum best radar for PE CFOs and COOs practices & takeaways J F M A M J J A S O N D The Future Firm Strategic Growth Reporting Deep Dive Deep Dive Deep Dive April August October Exclusive keynote CFO/COO role in the Investor reporting interview: The future firm strategic growth of the firm standards and requirements Election Impact Data Strategy Roundup Deep Dive Deep Dive November 2021 February May November Panel: Impact of the 2020 Data management CFOs & COOs Virtual presidential election strategies Fall Roundup results on private equity *Please note annual agenda is subject to change privateequityinternational.com/CFO-All-Access 7 of 13 | back to contents Join the NEW ERA OF NETWORKING Turn peers into Access the Shape the future partners platform tools of the finance and The powerful virtual platform Play back topics you missed or enables you to invite new and review what's keeping up CFOs at operations function existing connections across the night with our virtual platform Learn and network with your colleagues industry to join 1-on-1 or throughout the year to uncover the group meetings. latest regulations and issues. privateequityinternational.com/CFO-All-Access 8 of 13 | back to contents Unlock your networking opportunities with our virtual platform Search other members by name, title, or AUM privateequityinternational.com/CFO-All-Access 9 of 13 | back to contents Unlock your networking opportunities with our virtual platform Easily send a message directly to the recepient's inbox privateequityinternational.com/CFO-All-Access 10 of 13 | back to contents Unlock your networking opportunities with our virtual platform Schedule a meeting privateequityinternational.com/CFO-All-Access 11 of 13 | back to contents CFOs & COOs Forum CFOs & COOs Forum Virtual Experience 2021 San Francisco 2021 The industry leading event for the past 20 years - The inaugural west coast edition of our New York brought to you virtually via our simple, interactive event - live in the Summer of 2021. With your platform. Hear from the titans, innovators, safety as paramount, and with the utmost care and movers, shakers and regulators. Ask your burning attention to detail from our team, you will be able questions via live Q&A and engage with your to enjoy the first in-person event in September. peers in private meeting rooms. This is the full Connect face to face this autumn. conference experience. privateequityinternational.com/CFO-All-Access 12 of 13 | back to contents Deep Dives Roundup CFO All Access CFO All Access Join our monthly think tanks for real world advice Twice a year we round up all the current and from peers and industry thought leaders. These critical issues facing CFOs, your teams and your short, virtual sessions dive deep into hot buttons firms. Join peer-to-peer closed-door discussion topics including recruitment, ESG, data, AI and rooms where you can discuss the details with your more. There's something for everyone across the peers in confidence. Stay informed, right across year, pick and choose topics that best match the year without the need to get on a plane, or your needs. even leave home. privateequityinternational.com/CFO-All-Access 13 of 13 | back to contents .
Load more

Recommended publications
  • HW&Co. Landscape Industry Reader Template
    TECHNOLOGY, MEDIA, & TELECOM QUARTERLY SOFTWARE SECTOR REVIEW │ 3Q 2016 www.harriswilliams.com Investment banking services are provided by Harris Williams LLC, a registered broker-dealer and member of FINRA and SIPC, and Harris Williams & Co. Ltd, which is authorised and regulated by the Financial Conduct Authority. Harris Williams & Co. is a trade name under which Harris Williams LLC and Harris Williams & Co. Ltd conduct business. TECHNOLOGY, MEDIA, & TELECOM QUARTERLY SOFTWARE SECTOR REVIEW │ 3Q 2016 HARRIS WILLIAMS & CO. OVERVIEW HARRIS WILLIAMS & CO. (HW&CO.) GLOBAL ADVISORY PLATFORM CONTENTS . DEAL SPOTLIGHT . M&A TRANSACTIONS – 2Q 2016 KEY FACTS . SOFTWARE M&A ACTIVITY . 25 year history with over 120 . SOFTWARE SECTOR OVERVIEWS closed transactions in the . SOFTWARE PRIVATE PLACEMENTS last 24 months OVERVIEW . SOFTWARE PUBLIC COMPARABLES . Approximately 250 OVERVIEW professionals across seven . TECHNOLOGY IPO OVERVIEW offices in the U.S. and . DEBT MARKET OVERVIEW Europe . APPENDIX: PUBLIC COMPARABLES DETAIL . Strategic relationships in India and China HW&Co. Office TMT CONTACTS Network Office UNITED STATES . 10 industry groups Jeff Bistrong Managing Director HW&CO. TECHNOLOGY, MEDIA & TELECOM (TMT) GROUP FOCUS AREAS [email protected] Sam Hendler SOFTWARE / SAAS INTERNET & DIGITAL MEDIA Managing Director [email protected] . Enterprise Software . IT and Tech-enabled . AdTech and Marketing . Digital Media and Content Services Solutions Mike Wilkins . Data and Analytics . eCommerce Managing Director . Infrastructure and . Data Center and . Consumer Internet . Mobile [email protected] Managed Services Security Software EUROPE Thierry Monjauze TMT VERTICAL FOCUS AREAS Managing Director [email protected] . Education . Fintech . Manufacturing . Public Sector and Non-Profit . Energy, Power, and . Healthcare IT . Professional Services . Supply Chain, Transportation, TO SUBSCRIBE PLEASE EMAIL: Infrastructure and Logistics *[email protected] SELECT RECENT HW&CO.
    [Show full text]
  • Education Technology & Services Market
    Market Update Education Key Highlights The top subsector stock performer in Q4 2019 Technology was digital educational content & services, up 13.7% year-over-year & Services On average, EBITDA multiples for the subsectors decreased 0.5x from the prior quarter and were Q4 2019 down 0.8x on a year-over-year basis 2020 Forecast…Sustained Robust Deal Activity Focused on High Quality Assets and Strong Outcomes-Driven Business Models For several years now, we have been predicting continued consolidation within the education technology and services market. Merger and acquisition activity of all types within the sector has been robust, with overall transaction volumes repeatedly surpassing year-over-year levels by healthy margins. Even with ongoing strategic consolidation in the space, ever-increasing private equity interest in the education sector has been the primary driver of continued strong transaction levels and increasing valuations. A record amount of available capital, or “dry powder,” and elevated interest in software-as-a-service (“SaaS”) business models were the primary underlying factors driving private equity interest levels in ed tech businesses. Interest in high quality education providers has also been robust, underpinned by strong outcome-driven theses behind businesses built to solve the “achievement gap” and/or “skills gap” problem with a keen focus on value proposition to the consumer. In the early childhood segment, activity levels remain high, driven by continued professionalization and consolidation within an otherwise highly fragmented global market. And in the proprietary postsecondary sector, after a “decade of pain,” M&A has made a comeback with several new investments by private equity investors seeking premium operators in markets with strong supply/ demand imbalances.
    [Show full text]
  • Private Equity Overview
    Private Equity Overview Faegre Drinker’s national private equity practice FOCUSED on the has the experience to deliver success in large, middle market sophisticated transactions, as well as the agility and rate structure to equally excel in smaller transactions. Our private equity team is a core part of our 175-lawyer M&A practice, which over the past three years has OVER 175 dedicated closed over 725 deals with an aggregate value of over $100 billion. M&A professionals We know the private equity deal market, and we understand and apply the latest structures, strategies and practices for private equity deals, with extensive OVER 725 M&A deals experience on both the buy-side and the sell-side. We deliver value in advising funds, management, over the past three years co-investors and portfolio companies throughout the private equity life cycle. From acquisitions, to minority and control investments, day-to-day counseling, add- on acquisitions, recapitalizations and restructurings, OVER $100 BILLION and ultimately to the array of exit events, we provide aggregate deal value practical guidance and solutions throughout the full over the past three years range of opportunities and issues. We team with our national-level fund formation and governance professionals to offer additional levels of insight and experience, and we capitalize on the knowledge of our over 1,300 attorneys, consultants and professionals to deliver top-level value and results. Our team represents clients and leads transactions across a wide range of industries, including Sources say the group is manufacturing, consumer and retail, insurance, food and beverages, sports and entertainment, industrials, ‘excellent technically and, from a transportation and logistics, communications and media, health care, life sciences, education, financial customer service perspective, goes services, and technology.
    [Show full text]
  • Philadelphia Investment Trends Report
    Venture impact Technology investment in the Greater Philadelphia region Trends and highlights, January 2008 to June 2013 Innovation, investment and opportunity On behalf of EY, Ben Franklin Technology Partners of Southeastern Pennsylvania and the Greater Philadelphia Alliance for Capital and Technologies (PACT), we are pleased to present this review 421 companies of technology investment trends and highlights in the Greater Philadelphia region. $4.1 billion The technology investment community in the Greater Philadelphia region includes a wide variety of funding sources supporting a diverse array of companies and industry sectors. In this report, Total investment since we’ve analyzed more than a thousand investment rounds and January 2008 exits that occurred in the Philadelphia region since 2008 – including investments from venture capital fi rms (VCs), angel investors (Angels), corporate/strategic investors, seed funds, accelerators and other sources of funding. As shown in this report, 2012 reversed a post-recession slowdown in venture funding in Greater Philadelphia, and to date, 2013 has brought a welcome increase in the amount of new funds available at regional investment fi rms. These are positive signs for our region’s technology companies, as are the increasing number of exits via IPO and acquisition, which serve as further validation of the investment opportunities created by our region’s growing technology sector. We encourage you to explore this report, and we hope that it will provide useful insights into the current state of
    [Show full text]
  • Private Equity Spotlight January 2007 / Volume 3 - Issue 1
    Private Equity Spotlight January 2007 / Volume 3 - Issue 1 Welcome to the latest edition of Private Equity Spotlight, the monthly newsletter from Private Equity Intelligence, providing insights into private equity performance, investors and fundraising. Private Equity Spotlight combines information from our online products Performance Analyst, Investor Intelligence and Funds in Market. FEATURE ARTICLE page 01 INVESTOR SPOTLIGHT page 10 Overhang, what overhang? The favourable market and difficulty of getting allocations to With 2006’s $404 billion smashing all previous records for top quartile funds has led to increased LP interest in Asian private equity fund raising, some commentators are suggesting focused funds. We look at LPs investing in these funds. that there is now an ‘overhang’ of committed capital that the industry may struggle to invest. The facts suggest otherwise. • How do LPs perceive Asian focused funds? PERFORMANCE SPOTLIGHT page 05 • Who is making the most Growth in distributions to LPs and the rate of call-ups are significant investments? driving the fundraising market. Performance Spotlight looks at the trends. • Which types of investor are the most active? FUND RAISING page 06 After a record breaking year for fundraising in 2006, we • How much is being committed examine the latest news for venture and buyout funds, as well to the region? as examining the market for first-time fund vehicles. No. of Funds on INVESTOR NEWS page 12 US Europe ROW Road All the latest news on investors in private equity: Venture 202 97 83 382 • State of Wisconsin Investment Board posts high returns Buyout 100 48 36 184 boosted by its private equity portfolio Funds of Funds 65 47 12 124 • Somerset County Council Pension Fund seeks new fund of Other 129 31 42 202 funds manager • LACERA looks for new advisor Total 496 223 173 892 • Indiana PERF is set to issue real estate RFPs SUBSCRIPTIONS If you would like to receive Private Equity Spotlight each month • COPERA close to appointing new alternatives chief.
    [Show full text]
  • Private Equity in Healthcare – an Updated Review of Selected Niche Investment Areas
    Private Equity in Healthcare – An Updated Review of Selected Niche Investment Areas SCOTT BECKER, PARTNER HOLLY BUCKLEY, PARTNER 312-750-6016 | [email protected] 312-849-3687 | [email protected] 77 West Wacker Drive, Suite 4100 77 West Wacker Drive, Suite 4100 Chicago, IL 60601-1818 Chicago, IL 60601-1818 ALYSSA C. CAMPBELL, ASSOCIATE GEOFFREY C. COCKRELL, PARTNER 312-750-3510 | [email protected] 312-849-8272 | [email protected] 77 West Wacker Drive, Suite 4100 77 West Wacker Drive, Suite 4100 Chicago, IL 60601-1818 Chicago, IL 60601-1818 ERIN E. DINE, ASSOCIATE TIMOTHY J. FRY, ASSOCIATE 312-750-3524 | [email protected] 312-750-8659 | [email protected] 77 West Wacker Drive, Suite 4100 77 West Wacker Drive, Suite 4100 Chicago, IL 60601-1818 Chicago, IL 60601-1818 JULIE K. LETWAT, COUNSEL AMANDA K. ROENIUS, ASSOCIATE 312-750-2777 | [email protected] 312-849-8157 | [email protected] 77 West Wacker Drive, Suite 4100 77 West Wacker Drive, Suite 4100 Chicago, IL 60601-1818 Chicago, IL 60601-1818 AMBER MCGRAW WALSH, PARTNER BART WALKER, PARTNER 312-750-3596 | [email protected] 704-343-8923 | [email protected] 77 West Wacker Drive, Suite 4100 201 North Tryon Street, Suite 3000 Chicago, IL 60601-1818 Charlotte, NC 28202 October 7, 2019 www.mcguirewoods.com McGuireWoods marketing communications are intended to provide information of general interest to the public. Marketing communications are not intended to offer legal advice about specific situations or problems. McGuireWoods does not intend to create an attorney-client relationship by offering general interest information, and reliance on information presented in marketing communications does not create such a relationship.
    [Show full text]
  • “We Aren't Doing Our Job If We're Not Having the Awkward Conversations.” “I Am Fortunate to Have Often Been the '
    THEMIDDLEMARKET.COM JANUARY 2020 “We aren’t doing our job if we’re not having the awkward conversations.” THE Ivelisse Simon, Avante 2020 MOST INFLUENTIAL“I am fortunate to have often been the ‘first’ of something.” WOMEN IN Kate Faust, Rockwood Equity MID-MARKET“Women who have achieved success have a responsibility to help other promising females.” M&A MEG Montague, The McLean Group CV1_MAJ_0120.indd 1 12/9/19 10:08 AM Gain revolution. We broke the mold by bringing M&A payments online. Now we are turning things up a notch with a fast, easy, and predictable platform that takes care of all the details of your deal. Join the movement. Take us for a spin on your next deal. Learn more at srsacquiom.com Securities products and Payments services offered through Acquiom Financial LLC, an affiliate broker-dealer of SRS Acquiom Inc. and member FINRA/SIPC. Visit www.finra.org for information about FINRA membership. Acquiom Financial does not make recommendations, provide investment advice, or determine the suitability of any security for any particular person or entity. 0C2_MAJ0120 2 12/9/2019 10:08:25 AM Contents January 2020 | VOL. 55 | NO. 1 Cover Story 20 The Influencers Mergers & Acquisitions has been featuring the Most Influential Women THE in Mid-Market M&A for five years. During that time, the profile of women in the dealmaking world has been raised significantly, and yet women still represent only a small minority of 2020 MOST senior positions at private equity firms throughout the world. The low representation underscores the importance of projects, like this one, that feature successful female INFLUENTIAL dealmakers.
    [Show full text]
  • Quarterly Report Q2 2009
    PEARL HOLDING LIMITED QUARTERLY REPORT Q2 2009 Quarterly report for the period from 1 April 2009 to 30 June 2009 2 PEARL HOLDING LIMITED QUARTERLY REPORT Q2 2009 PEARL HOLDING LIMITED The convertible bond issued by Pearl Holding Limited provides access to the private equity asset class. For the fi rst time, investors have the opportunity to buy into the earnings poten- tial of a broadly diversifi ed private equity portfolio, while enjoying capital protection and a 2% coupon. Its tailor-made structure makes the convertible bond suitable for German pri- vate and institutional investors (i.e. “sicherungsvermögens- und spezialfondsfähig”). This document is not intended to be an investment ad- vertisement or sales instrument; it constitutes neither an offer nor an attempt to solicit offers for the product described herein. This report was prepared using fi nan- cial information contained in the company’s books and records as of the reporting date. This information is be- lieved to be accurate but has not been audited by any third party. This report describes past performance, which may not be indicative of future results. The com- pany does not accept any liability for actions taken on the basis of the information provided. 3 TABLE OF CONTENTS 1 Investment manager´s report 4 2 Private equity market environment 8 3 Portfolio allocation 10 4 Portfolio 12 5 Portfolio overview 14 6 Financial figures 17 4 PEARL HOLDING LIMITED QUARTERLY REPORT Q2 2009 1 INVESTMENT MANAGER´S REPORT NAV in the context of the economic were offset to a certain extent by IFRS va- downturn luation methods used by the investment manager to refl ect the “fair value” of Pearl’s Against the backdrop of a persistently dif- portfolio.
    [Show full text]
  • The Definitive Review of the US Venture Capital Ecosystem Credits & Contact
    Q4 2019 In partnership with Angel & seed deal value remains Value of VC deals with 2019 marks record year for elevated in 2019 at $9.1B nontraditional investor VC exit value despite tepid exit Page 7 participation approaches $100B for activity in Q4 second consecutive year Page 32 Page 27 The definitive review of the US venture capital ecosystem Credits & contact PitchBook Data, Inc. JOHN GABBERT Founder, CEO ADLEY BOWDEN Vice President, Research & Analysis Content NIZAR TARHUNI Director, Research JAMES GELFER Senior Strategist & Lead Analyst, VC ALEX FREDERICK Senior Analyst, VC CAMERON STANFILL, CFA Analyst II, VC KYLE STANFORD Analyst, VC VAN LE Senior Data Analyst RESEARCH Contents [email protected] Report & cover design by CONOR HAMILL Executive summary 3 National Venture Capital Association (NVCA) BOBBY FRANKLIN President & CEO NVCA policy highlights 4 MARYAM HAQUE Senior Vice President of Industry Advancement Overview 5-6 CASSIE HODGES Director of Communications DEVIN MILLER Manager of Communications & Digital Angel, seed & first financings 7-8 Strategy Early-stage VC 9-10 Contact NVCA nvca.org Late-stage VC 11-12 [email protected] SVB: Resilience is the theme for 2020 14-15 Silicon Valley Bank Deals by region 17 GREG BECKER Chief Executive Officer MICHAEL DESCHENEAUX President Deals by sector 18-21 BEN STASIUK Vice President SVB: Global trade tensions create stress—and opportunity 22-23 Contact Silicon Valley Bank svb.com Female founders 24-25 [email protected] Nontraditional investors 27-28 Carta: How dual-class and single-class companies Carta 29-30 MISCHA VAUGHN Head of Editorial compare JEFF PERRY Vice President of Revenue D’ARCY DOYLE Senior Vice President of Investor Exits 32-33 Services Sales VINCENT TIMONEY Director of Channel Strategy Fundraising 34-35 Contact Carta Methodology 37 carta.com 2 Q4 2019 PITCHBOOK-NVCA VENTURE MONITOR Executive summary The big question mark at the start of 2019 was how VC deal value would fare after a historic showing in the year prior.
    [Show full text]
  • PEI June2020 PEI300.Pdf
    Cover story 20 Private Equity International • June 2020 Cover story Better capitalised than ever Page 22 The Top 10 over the decade Page 24 A decade that changed PE Page 27 LPs share dealmaking burden Page 28 Testing the value creation story Page 30 Investing responsibly Page 32 The state of private credit Page 34 Industry sweet spots Page 36 A liquid asset class Page 38 The PEI 300 by the numbers Page 40 June 2020 • Private Equity International 21 Cover story An industry better capitalised than ever With almost $2trn raised between them in the last five years, this year’s PEI 300 are armed and ready for the post-coronavirus rebuild, writes Isobel Markham nnual fundraising mega-funds ahead of the competition. crisis it’s better to be backed by a pri- figures go some way And Blackstone isn’t the only firm to vate equity firm, particularly and to towards painting a up the ante. The top 10 is around $30 the extent that it is able and prepared picture of just how billion larger than last year’s, the top to support these companies, which of much capital is in the 50 has broken the $1 trillion mark for course we are,” he says. hands of private equi- the first time, and the entire PEI 300 “The businesses that we own at Aty managers, but the ebbs and flows of has amassed $1.988 trillion. That’s the Blackstone that are directly affected the fundraising cycle often leave that same as Italy’s GDP. Firms now need by the pandemic, [such as] Merlin, picture incomplete.
    [Show full text]
  • Partners Group Private Equity
    SECURITIES AND EXCHANGE COMMISSION FORM NPORT-P Filing Date: 2020-08-26 | Period of Report: 2020-06-30 SEC Accession No. 0001752724-20-174334 (HTML Version on secdatabase.com) FILER Partners Group Private Equity (Master Fund), LLC Mailing Address Business Address 1114 AVENUE OF THE 1114 AVENUE OF THE CIK:1447247| IRS No.: 800270189 | State of Incorp.:DE | Fiscal Year End: 0331 AMERICAS AMERICAS Type: NPORT-P | Act: 40 | File No.: 811-22241 | Film No.: 201137479 37TH FLOOR 37TH FLOOR NEW YORK NY 10036 NEW YORK NY 10036 212-908-2600 Copyright © 2020 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document ITEM 1. SCHEDULE OF INVESTMENTS. The Schedule(s) of Investments is attached herewith. Partners Group Private Equity (Master Fund), LLC (a Delaware Limited Liability Company) Consolidated Schedule of Investments — June 30, 2020 (Unaudited) The unaudited consolidated schedule of investments of Partners Group Private Equity (Master Fund), LLC (the “Fund”), a Delaware limited liability company that is registered under the Investment Company Act of 1940, as amended (the “Investment Company Act”), as a non-diversified, closed-end management investment company, as of June 30, 2020 is set forth below: INVESTMENT PORTFOLIO AS A PERCENTAGE OF TOTAL NET ASSETS Copyright © 2020 www.secdatabase.com. All Rights Reserved. Please Consider the Environment Before Printing This Document Partners Group Private Equity (Master Fund), LLC (a Delaware Limited Liability Company) Consolidated Schedule of Investments — June 30, 2020 (Unaudited) Acquisition Fair Industry Shares Date Value Common Stocks (2.38%) Asia - Pacific (0.06%) Alibaba Group Holding Ltd. Technology 06/19/20 4,439 $ 957,581 APA Group Utilities 02/11/16 360,819 2,765,432 Total Asia - Pacific (0.06%) 3,723,013 North America (1.09%) American Tower Corp.
    [Show full text]
  • Private Equity Summary Report–July 2017
    Health Care Market Intelligence 2017 Private Equity Summary Report–July 2017 Table of Contents 1. A Mid-Year Review: 2017 Healthcare M&A 1. A Mid-Year Review: and Private Equity Landscape 2017 Healthcare M&A and PE Landscape A Look Back at the First Half of 2017 … 2. By the Numbers: Mid-Year At the midpoint of 2017, deal data suggests deal volume (both PE and M&A) 2017 M&A and PE Data continues to trend downward – a trend that started in 2016 – however, despite - Healthcare TEV/EBIDTA this, deal values are experiencing a surge. - M&A: Healthcare Services Activity Healthcare According to PwC, despite uncertainty on the healthcare reform - M&A: Healthcare M&A front, U.S. deal volume remained stable in the first half of 2017. Technology Activity HealthcareMandA.com, a unit of Irving Levin, found: - Digital Health Funding • M&A tapered off a bit in Q2 2017 compared to Q1 2017; deal volume fell 2011 – H1 2017 15% to 366 transactions (430 in Q1 2017). - Healthcare PE Deal Activity Volume Value • Deal volume was also down 14% from the same quarter in 2016. - Healthcare PE Exit Trends • That said, deal value reached $95.8 billion, an increase of 62% compared 3. 2017 H1 Activity: to Q1 2017 ($59.1 billion). Notable Developments Q2’s surge in deal value was in part attributed to investors’ acceptance 4. Looking Ahead: that healthcare reform would be a longer process than initially Remainder of 2017 anticipated. Healthcare PitchBook data suggests a significant increase in the value of PE PE investments in the first half of 2017 compared to the same period in 2016.
    [Show full text]