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Funds Raised in Q2 2016
www.buyoutsnews.com July 11, 2016 | BUYOUTS | 59 FUNDS RAISED IN Q2 2016 The following list represents funds raised by U.S.-based LBO and mezzanine firms in 2016. The list is compiled by Buyouts’ staff from a variety of sources, including news reports, press releases, Securities and Exchange Commission filings, and conversations with general and limited partners. Buyouts attempted to contact firms on the list. The amounts below are the most current figures we could obtain at press time. Funds in black are closed. Funds in red remain open, to our knowledge. If you have any questions or comments about this list, please send them to Paul Centopani, at [email protected]. Sponsor Name of Fund Fund Type Amount Amount Target ($M) Placement Agent Legal Counsel Raised Raised- in 2015 to-Date ($M) ($M) Aberdeen Asset Aberdeen Energy & Resources Acquisitions/Buyouts (Industry 225 Management Partners IV, L.P. Focus: Energy/Power) ACON Investments ACON Equity Partners IV, L.P. Acquisitions/Buyouts 578.2 1,070 Evercore Advent International Advent Global Private Equity VIII Acquisitions/Buyouts 12,100.0 13,000.0 12,000 AE Industrial Partners AE Industrials Partners Fund I, L.P. Growth Equity (Industry Focus: 680.0 680.0 600 Eaton Partners Gibson Dunn & Industrials) (Debut Fund) Crutcher LLP Alliance Consumer Alliance Consumer Growth Fund Growth Equity (Industry Focus: 210.8 210.8 Kramer Levin Growth III LP Consumer Products/Services) Naftalis & Frankel Altaris Capital Partners Altaris Health Partners III LP Acquisitions/Buyouts 425 Alvarez -
DENVER CAPITAL MATRIX Funding Sources for Entrepreneurs and Small Business
DENVER CAPITAL MATRIX Funding sources for entrepreneurs and small business. Introduction The Denver Office of Economic Development is pleased to release this fifth annual edition of the Denver Capital Matrix. This publication is designed as a tool to assist business owners and entrepreneurs with discovering the myriad of capital sources in and around the Mile High City. As a strategic initiative of the Denver Office of Economic Development’s JumpStart strategic plan, the Denver Capital Matrix provides a comprehensive directory of financing Definitions sources, from traditional bank lending, to venture capital firms, private Venture Capital – Venture capital is capital provided by investors to small businesses and start-up firms that demonstrate possible high- equity firms, angel investors, mezzanine sources and more. growth opportunities. Venture capital investments have a potential for considerable loss or profit and are generally designated for new and Small businesses provide the greatest opportunity for job creation speculative enterprises that seek to generate a return through a potential today. Yet, a lack of needed financing often prevents businesses from initial public offering or sale of the company. implementing expansion plans and adding payroll. Through this updated resource, we’re striving to help connect businesses to start-up Angel Investor – An angel investor is a high net worth individual active in and expansion capital so that they can thrive in Denver. venture financing, typically participating at an early stage of growth. Private Equity – Private equity is an individual or consortium of investors and funds that make investments directly into private companies or initiate buyouts of public companies. Private equity is ownership in private companies that is not listed or traded on public exchanges. -
Annual Report Corporate Profile
2010 ANNUAL REPORT CORPORATE PROFILE The Canada Pension Plan Investment Board is a professional investment management organization that invests the assets of the Canada Pension Plan (CPP) not required to pay current benefits. Created by an Act of Parliament in December 1997 as part of the successful CPP reforms, the organization’s mandate is to help sustain the pensions of 17 million CPP contributors and beneficiaries by maximizing retu rns without undue risk of loss. According to the latest report by the Our disclosure policy states: With a mandate from the federal Chief Actuary of Canada, released “Canadians have the right to know and provincial governments, the in October 2009, the CPP, as why, how and where we invest their CPP Investment Board is a Crown constituted, is sustainable Canada Pension Plan money, who corporation accountable to throughout the report’s 75-year makes the investment decisions, Parliament and to the federal and projection period. The report what assets are owned on their provincial finance ministers who indicates that CPP contributions behalf and how the investments are serve as the stewards of the CPP. are expected to exceed annual performing.” This annual report, As an investment management benefits paid until 2021, providing together with our website and organization operating in the private- an 11-year period before a portion quarterly financial results sector investing non-government of the investment income from the disclosures, help to make this assets, it is not a sovereign wealth CPP Investment Board (CPPIB) is information available to Canadians. fund. Several key attributes, including needed to help pay pensions. -
AIG-GB 2001 PDF Engl
ANNUAL REPORT 2001 AIG Private Equity Ltd. Phone +41 (41) 710 70 60 Baarerstrasse 8 Fax +41 (41) 710 70 64 CH-6300 Zug Email [email protected] Switzerland www.aigprivateequity.com FACTS AND FIGURES ADDRESSES AND CONTACTS Company profile Registered Office AIG Private Equity Ltd. is a Swiss investment com- AIG Private Equity Ltd. pany domiciled in Zug. The company’s objective Baarerstrasse 8 is to achieve long-term capital growth for share- CH-6300 Zug holders by actively managing a well balanced port- Phone +41 (41) 710 70 60 folio of private equity funds and direct investments Fax +41 (41) 710 70 64 in privately held operating companies. This com- E-mail [email protected] bination of fund-of-funds and direct investments Subsidiary provides broad diversification and predictable cash AIG Private Equity (Bermuda) Ltd. flows – key elements in a comprehensive risk 29, Richmond Road management program. While the company is re- Pembroke, HM 08 latively young, having been established in Septem- Bermuda ber 1999, many of its investments are mature, and all of them are co-investments with AIG, an estab- Investor Relations lished and successful global private equity investor. Conradin Schneider AIG Private Equity Ltd. is listed on the SWX Swiss AIG Private Equity Ltd. Exchange under the ticker symbol “APEN” and is Baarerstrasse 8 traded daily. CH-6300 Zug Phone +41 (41) 710 70 60 Valuation as of December 31, 2001 Fax +41 (41) 710 70 64 Closing price per share CHF 135.00 E-mail [email protected] Net asset value per share CHF -
DENVER CAPITAL MATRIX Funding Sources for Entrepreneurs and Small Business
DENVER CAPITAL MATRIX Funding sources for entrepreneurs and small business Sixth Edition Introduction Denver Economic Development & Opportunity (DEDO) Definitions is pleased to release this sixth edition of the Denver Venture Capital – Venture capital is capital provided by investors to Capital Matrix. small businesses and start-up firms that demonstrate possible high- growth opportunities. Venture capital investments have a potential for This publication is designed as a tool to assist business considerable loss or profit and are generally designated for new and owners and entrepreneurs with discovering the myriad speculative enterprises that seek to generate a return through a of capital sources in and around the Mile High City. potential initial public offering or sale of the company. The Denver Capital Matrix provides a comprehensive Angel Investor – An angel investor is a high net worth individual active in directory of financing sources, from traditional bank venture financing, typically participating at an early stage of growth. lending, to venture capital firms, private equity firms, angel Private Equity – Private equity is an individual or consortium of investors investors, mezzanine sources and more. and funds that make investments directly into private companies or Small businesses provide the greatest opportunity for job initiate buyouts of public companies. Private equity is ownership in private companies that is not listed or traded on public exchanges. This is creation today. Yet, a lack of needed financing often prevents considered an illiquid and long-term investment. businesses from implementing expansion plans and adding payroll. Through this updated resource, DEDO strives to help Mezzanine Financing – Mezzanine financing is a hybrid of debt and connect businesses to equity financing that is typically used to finance the expansion of start- up and expansion capital so that they can thrive in existing companies. -
Q3 in Review Frothy Markets Side-By-Side
www.buyoutsnews.com October 9, 2017 • Issue 21 BUYOUTS Vol. 30, No. 21, October 9, 2017 Building through the peak CONSISTENT Firms pursue buy-and-build EXECUTION TAKES strategies to navigate YOU HIGHER. Q3 in Review frothy markets Side-by-side. That’s where we start and where we remain throughout the lifecycle of a transaction. For more than two decades, our innovative financing solutions, reliable deal execution and sophisticated perspective on the middle market have made all the difference. 28 View our completed transactions at Antares.com Consistency by design. Q3 IN REVIEW Tax-reform plan raises questions about interest deductibility 6 GPs navigate high prices through relationships, buy-and-build 28 KKR’s sale of Capsugel headlines M&A exits in booming Q3 50 U.S. PE fundraising may reach post-crisis record 58 5 Questions: Sun Capital’s Edwards on storm-disaster planning 98 It’s budget planning season... luckily, help is on its way! Are your compensation practices competitive? Eliminate the guesswork by ordering the seventh edition of the 2017-2018 Featuring VCJ Texas and Buyouts Texas Holt-MM&K-Buyouts Insider PE/VC Compensation Report. December 4-6, 2017 • Hotel Van Zandt • Austin, TX The 2017-2018 edition is the largest, most comprehensive compensation study For the first time since its launch available, based on surveys from a large and diverse population of GPs in private 10 years ago, PartnerConnect equity and venture capital. The report is Southwest is moving from Dallas developed by the leading authorities in PE/ to Austin. This event will bring VC organizational management, employee you the same great content and remuneration, and PE/VC market intelligence. -
CAPITAL MATRIX Funding Sources for Entrepreneurs and Small Business
DENVER CAPITAL MATRIX Funding sources for entrepreneurs and small business. Introduction The Denver Office of Economic Development (OED) is pleased to release this sixth annual edition of the Denver Capital Matrix. This publication is designed as a tool to assist business owners and entrepreneurs with discovering the myriad of capital sources in and around the Mile High City. As a strategic initiative of the OED’s JumpStart strategic plan, the Denver Capital Matrix provides a comprehensive directory of financing sources, from traditional bank Definitions lending, to venture capital firms, private equity firms, angel investors, Venture Capital – Venture capital is capital provided by investors to small businesses and start-up firms that demonstrate possible high- mezzanine sources and more. growth opportunities. Venture capital investments have a potential for considerable loss or profit and are generally designated for new and Small businesses provide the greatest opportunity for job creation speculative enterprises that seek to generate a return through a potential today. Yet, a lack of needed financing often prevents businesses from initial public offering or sale of the company. implementing expansion plans and adding payroll. Through this updated resource, the OED strives to help connect businesses to start- Angel Investor – An angel investor is a high net worth individual active in up and expansion capital so that they can thrive in Denver. venture financing, typically participating at an early stage of growth. Private Equity – Private equity is an individual or consortium of investors and funds that make investments directly into private companies or initiate buyouts of public companies. Private equity is ownership in private companies that is not listed or traded on public exchanges. -
Preqin Special Report: Private Equity Unrealized Assets
Content Includes: Preqin Special Report: Private Equity Unrealized Assets Unrealized Assets in Tail-End Funds A Secondary Market Solution? Over $190bn in unrealized assets is currently held September 2015 in vintage 2005 or older buyout, growth and venture capital funds. Secondary Market Solutions The secondary market is increasingly providing a solution for managers and investors involved with tail- end funds. Transactions A notable 40% of secondary market transactions so far in 2015 have involved 2005 vintage or older funds. Potential Sellers Family offices and private sector pension funds are most interested in selling tail-end funds on the secondary market. alternative assets. intelligent data. Download the data pack: Preqin Special Report: Private Equity Unrealized Assets www.preqin.com/PESM15 Foreword The issue of the volume of assets that remains unrealized in mature private equity funds transcends the secondary market and is of increasing concern to LPs and GPs alike, especially as boom-year vintages approach the end of their pre-agreed 10-year lifetime. The prospect of GPs seeking extensions from their LPs is already a reality for some funds and looms for many more. This trend of ever maturing funds unable to fully realize their assets is occurring in tandem with a growing and maturing secondary market that has seen record fundraising and transaction levels in recent years. Implicit in a bigger market is the increased participation of the limited partner universe; no longer a resort for distressed investors seeking liquidity, the secondary market now serves as a viable tool for the active management of alternative asset portfolios, an avenue for investors to realize value from these mature funds should they see fi t. -
Global League Tables Introduction
Global League 2017 Tables 2Q Credits & Contact PitchBook Data, Inc. JOHN GABBERT Founder, CEO ADLEY BOWDEN Vice President, Market Development & Analysis Content GARRETT JAMES BLACK Manager, Custom Research & Publishing BRYAN HANSON Data Analyst JENNIFER SAM Senior Graphic Designer Contact PitchBook pitchbook.com RESEARCH Contents [email protected] EDITORIAL [email protected] SALES [email protected] Introduction 3 Methodology 4 PE Firms 5-11 VC Firms 12-17 Advisors/Accountants & Investment 18-23 Banks Law Firms 24-31 COPYRIGHT © 2017 by PitchBook Data, Inc. All rights reserved. No part of this Acquirers 32-34 publication may be reproduced in any form or by any means—graphic, electronic, or mechanical, including photocopying, recording, taping, and information storage and retrieval systems—without the express written permission of PitchBook Data, Inc. Contents are based on information from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Nothing herein should be construed as any past, current or future recommendation to buy or sell any security or an offer to sell, or The PitchBook Platform a solicitation of an offer to buy any security. This material does not purport to contain The data in this report comes from the PitchBook Platform–our data all of the information that a prospective software for VC, PE and M&A. Contact [email protected] to request investor may wish to consider and is not to be relied upon as such or used in substitution a free trial. for the exercise of independent judgment. 2 PITCHBOOK 2Q 2017 GLOBAL LEAGUE TABLES INTRODUCTION This is the second-ever quarterly edition of the PitchBook Global League Tables. -
Private Equity Firms
DENVER CAPITAL MATRIX Funding sources for entrepreneurs and small business. Introduction When it comes to business capitalization most of us have certainly heard the cliché, “It takes money to make money.” However, knowing just where to go to search for funding can be half the battle of fi nancing today’s successful business. The Denver Capital Matrix is designed as a tool to assist business owners and entrepreneurs with discovering the myriad of capital sources in and around the Mile High City. As a strategic initiative of the Defi nitions Denver Offi ce of Economic Development’s JumpStart 2012 strategic Venture Capital – Venture capital is capital provided by investors to small businesses and start-up fi rms that demonstrate possible high- plan, the Denver Capital Matrix provides a comprehensive directory growth opportunities. Venture capital investments have a potential for of fi nancing sources, from traditional bank lending, to venture capital considerable loss or profi t and are generally designated for new and fi rms, private equity fi rms, angel investors, mezzanine sources and speculative enterprises that seek to generate a return through a potential more. initial public off ering or sale of the company. Small businesses provide the greatest opportunity for job creation Angel Investor – An angel investor is a high net worth individual active in today. Yet, a lack of needed fi nancing often prevents businesses from venture fi nancing, typically participating at an early stage of growth. implementing expansion plans and adding payroll. Through this new resource, we’re striving to help connect businesses to start-up and Private Equity – Private equity is an individual or consortium of investors expansion capital so that they can thrive in Denver. -
Valuation in M&A
Valuation in M&A Art versus Science Table of Contents Section I FourBridges Overview Section II M&A Market Update Section III Valuation Considerations Section IV Art versus Science Section V Buy-Side Case Study Section VI Process Results Example Section VII Conclusion Confidential 2 FourBridges Overview Section I 3 FourBridges Overview Industries Served Investment Banking Services • Manufacturing and Industrial Services • Sell-side advisory • Business Services • Acquisition advisory • Consumer and Retail • Debt financing • Distribution • Valuations • Healthcare Services • Transportation and Logistics Transaction Focus Qualified and Trusted • Focused on serving privately held • Relevant operating experience owner/operator companies • Top tier referral partners • Transactions ranging from $5 million to $500 • Top tier clients million • Relevant transaction experience Confidential 4 Relevant Experience Financial advisory services grounded in actual operating experience • Team members have held C-suite positions in private companies and been through transactions as part of management • Deep understanding of the issues/decisions stakeholders face in a transaction • CFO backgrounds allow for granular understanding of small businesses, how to present financials, and how to address issues Experience at large national firms Confidential 5 Top Tier Clients Client Description FourBridges Role $1.0 billion revenue flour milling and branded Advised on $500 million acquisition resulting in largest products company independent flour milling company in -
THE UNIVERSITY of NORTH CAROLINA at CHAPEL HILL BOARD of TRUSTEES INNOVATION & IMPACT COMMITTEE Wednesday – January 21, 2015 2:30 P.M
THE UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL BOARD OF TRUSTEES INNOVATION & IMPACT COMMITTEE Wednesday – January 21, 2015 2:30 p.m. The Carolina Inn – Chancellor’s Ballroom West OPEN SESSION FOR INFORMATION ONLY (No formal action is requested at this time) 1. Report on Angel Investing and Venture Capital Availability in North Carolina and the Southeast region, as compared to other U.S. regions Randy Myer, Professor of the Practice of Strategy and Entrepreneurship, Kenan-Flagler Business School 2. Report on the Governor’s Task Force for Innovation-to-Jobs and its recommendations on funding Clay Thorp, General Partner, Hatteras Venture Partners 3. Discussion of what the University is doing to help close the funding gap for its own startup companies Trustee Sallie Shuping-Russell *Some of the business to be conducted is authorized by the N.C. Open Meetings Law to be conducted in closed session. Committee Members Phillip L. Clay, Chair Steven J. Lerner, Vice Chair Jefferson W. Brown Peter T. Grauer Andrew H. Powell Sallie Shuping-Russell Administrative Liaison: Judith Cone, Special Asst. to the Chancellor for Innovation & Entrepreneurship Page 1/51 BENCHMARK STUDY – Financial Resources for Entrepreneurial Community Randy Myer Entrepreneurial Professor of the Practice Kenan-Flagler Business School January 21, 2015 Page 2/51 Original Study Commissioned for CED Three Levels to Evaluate IT/MED DEVICE FUNNEL BIOTECH FUNNEL Seed Seed (University (Accelerator) Grant/License) Angel Angel Funding Funding VC VC Funding/ Funding/ Strategic Strategic