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When you look at the classic risk-return charts presented by general consultants, private equity is the proud resident of that top right quadrant – often so far out there it appears lonely. Why does this matter or why should we care? Well, it is this perception of private equity that determines its positioning inside investors’ portfolios. Today, […]
It’s difficult to imagine what the group did to pretty-up Hertz for a public sale in that amount of time. So is this yet another complaint about mega-funds flipping companies while adding little value? No, because as Canada Bill Jones famously said, “it’s immoral to let a sucker keep his money.”
I’ve always thought that entrepreneurs don’t really understand VCs, and I’ve always been SURE that (most) VCs don’t understand investment bankers and the public stock market. So I guess I wasn’t all that surprised when I heard two opposing comments from different life sciences VCs at a recent conference. The first argued that today’s public […]
After sorting through about ten potential launch topics, I decided to write my first post on the growing concentration in mega and large-cap leveraged buyout funds in the U.S market. One could make a convincing argument that the returns from this small group of funds will be less variable than the returns from the broader […]
We have found that a number of our limited partners have created very professional groups to co-invest with us in deals. These groups are so responsive that we can approach them quickly, and have them take significant co-invest pieces of our deals — whereas in the previous years we might have brought in another private […]
I wanted to share with other fellow readers a recent transaction closed by our investor group ($250M+ EV) in the cable & broadband industry in Central America. There has been some intense activity in this sector with other funds managed by Carlyle, Warburg Pincus, Cinven, Fintech that is worth a look. REsults by public cable […]

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