VCs and the Public Markets

11 years ago

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 […]

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Large-cap Buyout Binge Implications

11 years ago

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 […]

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LPs Co-Investing

By Jeffrey Walker — 11 years ago

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 […]

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PE Activity in Central America (CableTV)

By Adrian — 11 years ago

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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