E78’s Post

WATCH: NB Private Equity Partners offsetting higher interest rates, leaving return targets unchanged Mark Thomas, Analyst at Hardman & Co discusses how NBPE is adapting to higher interest rates, maintaining long-term return targets despite short-term interest rate fluctuations, explains the strategies and historical perspectives on value creation, the shift in strategies to achieve these returns compared to previous years. Mark also discusses the options for incremental growth amidst higher interest rates, such as capitalising on market share gains, optimising revenue through superior management, and leveraging new tech-enabled processes and how a higher-interest-rate environment might create more M&A opportunities. #privateequity #investing #investingstrategies #interestrates #stocks #analysis

Dividend recapitalizations are growing in popularity as a preferred solution for aging investments due to a reluctantly muted M&A landscape, highly challenged exit environment, and mounting pressure to return LP capital. Configure Director Connor Barth recently published an article with Middle Market Growth Magazine exploring dividend recapitalizations and the multitude of market factors influencing the rise and future of the trend. Read the full article at https://lnkd.in/eu_-fisJ #PrivateCredit #InvestmentBanking #PrivateEquity

Interesting fact: There are now nearly 3x as many stock mutual funds and exchange-traded funds (ETFs) as there are listed American companies! Some eye-opening stats from a 2024 study by the MSCI World Index, which tracks financial markets throughout the world: 🔘 70% of global stock market value comes from US markets 🔘 All 10 of the world's most valuable companies are US-based 🔘 Yet less than 10% of listed companies worldwide are American (down from ~20% in the late 1990s) This shift reflects a changing landscape: 🔘 Fewer but larger US companies are dominating the markets 🔘 There's a rise of ETFs 🔘 Merger and acquisition activity has reduced the number of public companies Here’s a couple of things for investors to keep in mind: 🔘 Mutual funds and ETFs can play a role in a portfolio. 🔘 U.S. financial markets have a great amount of influence throughout the world. 🔘 Mutual funds and exchange-traded funds are sold only by prospectus. Please consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus containing this and other information about the investment company can be obtained from your financial professional. Read it carefully before you invest or send money. As financial professionals, we understand navigating this evolving market can be challenging. But we can help you see through the clutter and design a strategy to pursue your financial goals. #MutualFunds #StockMarket #Financial #Companies #connectwithgabe #chinohills #gabrielresendez #integrityifis

Private Equity Dry Powder Skyrockets to $2.62 Trillion in H1 2024! Despite an improving M&A environment, private equity dry powder has seen an acceleration. 💰 In the first half of 2024, the collective dry powder reached an astounding $2.62 trillion. 📈 In just a span of six months, starting from December 2023, funds added $49.4 billion to their cash reserves, surpassing the $28 billion added in the previous 12 months. 💪 PE-backed deal activity, which experienced a slowdown following the surge in inflation and interest rates in 2022, has started to pick up momentum in the first half of this year. This is an encouraging development that raises hopes for further improvement in the second half of 2024. 🚀 The market anticipates that once the deal market bounces back, it will do so in a quicker and more robust manner than initially anticipated. This is great news for investors and businesses looking for opportunities in the private equity sector. 🌟 Stay tuned for exciting updates as the private equity landscape continues to evolve, presenting new avenues for investment and growth. 💼💰 #KPMGElevate #KPMGValueCreation #KPMGDeals #KPMGInsights #PrivateEquity #Drypowder #MarketTrends #M&A #FinancialMarkets #GlobalM&A #Dealsmarket

For Your Information On Private Equity Stakes!Big US Investors Sold 99% Of Their Private Equity Holdings At Or Below Their Net Asset Value On The Secondary Market Last Year, According To Jefferies. Here's Why, You Can Get More Details Through The Link.With My Regards! Guisun Han

Interesting to see how the sentiment shifted for LPs to fixed income in the US

In a handful of conversations with some private equity friends over the last 2-3 weeks, the general sentiment is that volume has picked up notably in May. The quality can still be hit or miss, but volume does appear to be up. This uptick seems centered in the lower middle market (<$20mm EBITDA), with the core middle market ($20-70mm EBITDA) still not quite as active. We're just starting to see this uptick at Configure. #privateequity #privatecredit

Since the beginig of rising rates, exits from companies in private equity have become harder and holdings are in the portfolios for longer with the decrease in distributions. The typical "J" curve of the private equity industry has mutated to... (see bellow)

Following a year which posed numerous challenges for portfolio managers, particularly in private equity, how has the secondary market fared since? Read our latest analysis on the current state of the private equity secondary market and what may lie in the months ahead. https://lnkd.in/guDvFHGz #privateequity #secondaries #financialadvisors

While the value of global PE-backed buyouts has increased, smaller private equity funds have struggled to raise fresh capital, while the amount of smaller deals has seen a decline, according to Reuters 📉 Still however, lowered interest rates are increasing appetites for deals across the board, particularly for large deals 🚀 “The world's biggest private equity firms, armed with tens of billions of dollars, have limited time under their terms to invest that money and are preparing to pursue targets they had shied away from previously,” bankers told Reuters. To stay on top of the latest news for investment bankers in the upper and middle markets, make sure to sign up for our newsletter, The Investment Banker’s Brief 👉 https://lnkd.in/gyx-CeXG And here’s the link to this article from Reuters 👉 https://lnkd.in/gUUqmTbQ #privateequity #investmentbanking #capitalmarkets #financenews #mergersandacquisitions