Capitala Group’s Post

Capitala is busy again this week with boots on the ground in Atlanta for ACG Atlanta's M&A South Conference today through Wednesday. Randall Fontes and Bridget Meller will be exhibiting, so stop by the Capitala Group table and learn more about how our private credit and private equity capital solutions can help support the needs of lower- and middle-market small businesses. Capitala Group is an asset management firm that has been providing private credit and private equity capital to lower- and middle-market businesses throughout North America for over twenty years. Since our inception in 1998, Capitala has invested over $2.2 billion into small businesses and strives to make an impact through responsible investing and a unified mission to support social impact initiatives. We seek to partner with strong management teams to create value and support growth through strategic partnerships, operational expertise, and a shared vision for success. #privatecredit #privateequity #middlemarket #investing #relationships #growthcapital #helpingsmallbusinesses #smallbusinessowner

I have found London-based Partners Capital to be one of the most thoughtful advisors and allocators in private markets across the globe, focusing on outsourcing investments for institutions including family offices, foundations and endowments. Multi-strategy private markets fund manager General Atlantic enters the segment, buying a minority interest from existing investors including entities tied to Lord Jacob Rothschild and Sir Ronald Cohen, a co-founder of Apax Partners, who are both staying on as shareholders. General Atlantic, once a global growth investor in private markets, has rapidly become a multi-strategy manager, with the acquisitions of infrastructure manager Actis and private credit specialist Iron Park, as well as taking a stake in secondaries market specialist Clipway. This is all in advance of an anticipated IPO for General Atlantic as it scales in a private markets fund management industry expected to endure a prolonged period of consoldation. It will be interesting to see more M&A in the industry. #alternativeinvestments #consolidation #privatemarkets #privateequity #fundmanagers #publiccompanies #institutionalinvestors #limitedpartners #acquisitions #capitalmarkets #ocio #endowments #foundations #allocators https://lnkd.in/gHqs5KPQ

Private Equity and the RIA: Two Perspectives on the Value of Growth —with Mark Copeland, SEIA & Ben Prigal, Reverence Capital Partners Mark Copeland, Founder of Signature Estate & Investment Advisors (SEIA) and Ben Prigal, Vice President of Reverence Capital Partners, discuss the value of partnership between private equity and RIAs. SEIA built a $19B practice organically and got it “right” before considering acquisitions and inorganic growth. Plus, this top private equity executive discusses practice valuation, what sets apart the most valuable firms, and why private equity loves investing in the wealth management space. It’s an episode that demonstrates yet another way that advisors can unlock the value of the businesses they built. Whether you’re currently a wirehouse advisor, an RIA owner, or anything in between, you’ll learn first-hand the value of a strong capital backer and strategic partner. Listen in: https://bit.ly/3MJlxeI

Private Equity and the RIA: Two Perspectives on the Value of Growth —with Mark Copeland, SEIA & Ben Prigal, Reverence Capital Partners Mark Copeland, Founder of Signature Estate & Investment Advisors (SEIA) and Ben Prigal, Vice President of Reverence Capital Partners, discuss the value of partnership between private equity and RIAs. SEIA built a $19B practice organically and got it “right” before considering acquisitions and inorganic growth. Plus, this top private equity executive discusses practice valuation, what sets apart the most valuable firms, and why private equity loves investing in the wealth management space. It’s an episode that demonstrates yet another way that advisors can unlock the value of the businesses they built. Whether you’re currently a wirehouse advisor, an RIA owner, or anything in between, you’ll learn first-hand the value of a strong capital backer and strategic partner. Listen in: https://bit.ly/3MJlxeI

With news of HPS Investment Partners, LLC discussing a prospective IPO, which alternative asset managers are next in line to cross the chasm to public markets? In this week's Alt Goes Mainstream AGM Alts Weekly, I highlight some of the attributes that indicate that an alternative asset manager could be on the path to a public offering and share a list of some that could go public. Silver Lake Vista Equity Partners Clearlake Capital Group General Atlantic Warburg Pincus LLC Ardian Bain Capital HarbourVest Partners Hellman & Friedman Thoma Bravo Advent International Insight Partners Clayton Dubilier & Rice Who is next in line for an IPO? Read this week's AGM Weekly brought to you by Intapp (Intapp DealCloud ) for thoughts on how firms can go public: https://lnkd.in/eVrveeEt

Houlihan Lokey, an investment bank, agreed to acquire Triago, a private equity advisory firm. Financial terms were not disclosed. Merging with Houlihan Lokey means we can offer every conceivable financial service that a private equity fund manager or an investor might need or could desire. Like us, Houlihan Lokey has an entrepreneurial culture and they operate in our sweet spot in terms of deal size," Matt Swain, Triago CEO. Triago (led by Antoine Drean and Matt Swain) is advised by KBW, Mayer Brown, Willkie Farr & Gallagher LLP (led by Fabrice Veverka and Ryan Giggs) and Lanchner Communications (led by David Lanchner). Houlihan Lokey is led by Andy Lund and Scott Adelson. #MergersAcquisitionsDivestitures #FinancialServices #Advisory

📊 Just released: PitchBook's Q4 2023 US Public PE and GP Deal Roundup! Check out the highlights and key takeaways: 📈 Financial Performance: - Median 2023 gross return:Private Equity: 9.8% - Private Credit: 16.4% - Public Shareholders: 62.1% - Combined market cap of top PE firms: $403.9B (twice that of top traditional asset managers at $177.4B) 🔄 Dealflow: - Q4 saw 26 announced deals involving GPs as targets. - 2023 ended with a slight dip in deals (-9.8%), but 2024 started strong with BlackRock's record-breaking $12.5B acquisition of Global Infrastructure Partners. 💰 Fundraising: - Top seven public managers experienced a 15.4% decline in 2023 fundraising. - Q4 showed a strong rally with a 60.7% increase from the prior quarter, driven by credit and opportunistic real estate strategies. 📊 AUM Composition: - Perpetual capital now constitutes 42.4% of public GPs' total AUM. - Perpetual capital grew by 16.4% in 2023, while the rest of AUM declined by 1.6%. Growth in perpetual capital attributed to nontraditional vehicles and investors, including semiliquid funds for retail and separately managed accounts for insurers. 📈 Stay informed and explore the trends shaping the industry! 🌐 #PrivateEquity #FinanceTrends #InvestmentInsights #Q42023Report

Wynnchurch Capital, L.P., a middle market private equity firm focused on recapitalisations, growth capital, management buyouts, corporate carve-outs, and restructurings, has closed its sixth private equity fund, Wynnchurch Capital Partners VI, with $3.5bn of capital commitments. The fund, which had a target of $3bn, was significantly oversubscribed, resulting in the final closing being held less than five months after its initial launch. It secured support from state pension funds, sovereign wealth funds, endowments, insurance companies, corporate pension plans, investment advisors and family offices from around the globe. #PEInsights #privateequity #fund #restructuring

Proud to share that Ten Oaks Group co-founder, Michael H., is the newest member of Columbia Business School Private Equity Program Advisory Board! #tenoaksgroup #columbiabusinessschool #cbs #alumnispotlight #privateequity #privateequityprogram #privateequityadvisoryboard #carveout #sourcingandqualifications #sourcingandqualificationprogram #sandqprogram

Independent sponsors are reshaping the M&A landscape, especially in the lower middle market. These experienced dealmakers offer a compelling alternative to traditional private equity, bringing deep industry knowledge and tailored solutions to each transaction. With their flexible approach, independent sponsors are attracting sellers and investors alike, offering personalized attention, operational expertise, and creative deal structures. A recent survey shows 75% of their deals occur in the lower middle market, highlighting their growing influence. As businesses seek more agile and aligned partners, independent sponsors are poised to play an increasingly significant role in the years ahead. #IndependentSponsors #MandA #PrivateEquityAlternative #LowerMiddleMarket #BusinessGrowth #DealMaking #InvestmentStrategy #EntrepreneurialFinance #ValueCreation #ExitStrategy