Munich Private Equity Partners’ Post

Advent International, a private equity firm, and Abu Dhabi Investment Authority (ADIA), an investment company agreed to invest $3bn in Fisher Investments, an independent money management firm. "This transaction gives us the independent runway with truly exceptional institutional investors who can bring us their wisdom, value our unique culture and goals, and want us to keep doing what we've always done, bigger and better, while pioneering never yet done solutions to benefit our clients and employees," Damian Ornani, Fisher Investments CEO. Advent International (led by David Mussafer) is advised by Ropes & Gray LLP. Abu Dhabi Investment Authority is advised by Gibson Dunn. Fisher Investments (led by Ken Fisher, Damian Ornani, and Naj Srinivas) is advised by J.P. Morgan, RBC Capital Markets, and Paul Hastings. #MergersAcquisitionsDivestitures #PrivateEquity #Financial

📈 SEGALEN+ASSOCIES has been supporting leading investment funds in the recruitment of Operating Partners and Senior Advisors across Europe and industries. 👉 Following our study of 60 European & US mid-to large-cap private equity funds, we share insights on the emergence of these expert functions and on how advisors add significant value pre- and post-transaction. 👉 With the evolving deal ecosystem and the competition heating up, investment firms feel the need to leverage specialised independent advisors to maintain their competitive edge. 👉 Former top executives bring their expertise to investment firms, enhancing thesis development, due diligence, and investment success. Their involvement is often a cornerstone for securing investment committee approvals and building trusted relationships with management teams. #InvestmentFunds #OperatingPartners #SeniorAdvisors

Preserving the Mission in VC and PE Impact Deals: Steward Ownership, Mission Drift Protection and Aligned Exits That's the title of the presentation that our partner Michel Jaccard will deliver next Wednesday at the Europa Institut at the University of Zurich (EIZ) "Private Equity Tagung" event. Full program and registration link in the comments. #lawyersloveimpact #stewardownership #purposedrivenbusiness #venturecapital #privateequity

United States of Azimut.

United States of Azimut

Investment Week's popular Funds to Watch event on 7-8 November in London is filling up fast and space for delegates is now limited! Funds to Watch gives delegates the opportunity to hear from up and coming, or evolving, funds and managers. By attending you will hear presentations from a mixture of groups over the two days – from boutique asset managers to large global houses. In addition to discovering the funds that will drive future returns, you will also benefit from the chance to join your industry peers in generating new ideas, share challenges and opportunities and participate in enlightening discussions. We look forward to hearing from: Aegon Asset Management, Baillie Gifford, Baker Steel Capital Managers LLP, COMGEST, Edmond de Rothschild, Fiera Capital, GQG Partners, Impax Asset Management, Janus Henderson Investors, Marlborough, Morgan Stanley Investment Management, PGIM, PineBridge Investments, Premier Miton Investors, Rathbones Group Plc https://lnkd.in/er3shkq3 #fundstowatch #funds #investmentevents #fundnews #investmentmanagement #portfoliomanagement

🚨The Most-Read Deal Today: RBC Capital Markets and J.P. Morgan Confirm Advisory on Abu Dhabi Investment Authority (ADIA) and Advent International's $3bn Investment in Fisher Investments - Deal Summary FULL ARTICLE LINK BELOW ⬇ Krugman Insights offers Reliable and Comprehensive Insights across M&A, Investment Banking, Private Equity, and Asset Management. 🔎 Financial Advisors on the Deal: RBC Capital Markets, J.P. Morgan 🔎 Legal Advisors on the Deal: Paul Hastings, Ropes & Gray LLP, Gibson Dunn 🔎 Key Stakeholders: Abu Dhabi Investment Authority (ADIA) (Investor), Advent International (Investor), Fisher Investments (Target) 💡 ADIA and Advent International have agreed to invest up to $3 billion for a minority stake in Fisher Investments. This strategic investment values Fisher Investments at $12.75 billion, ensuring its long-term independence and growth. Ken Fisher remains as Executive Chairman and Co-Chief Investment Officer, while CEO Damian Ornani continues to lead the company. The transaction is expected to close later this year, subject to regulatory approvals. ✅ READ THE FULL ARTICLE HERE: https://lnkd.in/eEn8yqGi   ✅ TRY 30 DAYS FREE: https://lnkd.in/eBHYx37M #ADIA #AdventInternational #FisherInvestments #MergersAndAcquisitions #InvestmentBanking #PrivateEquity #StrategicInvestment #GlobalGrowth #FinancialAdvisory

Great discussion covering the opportunities and paradoxes in today’s financial markets!

Ready to dive into private investment? 💼 Join us for the 2024 Private Investment Mechanics. 💡 Unlock the key pillars of angel investing and learn how you can support new Cayman-born ventures! Interested? Let's connect! 🚀 #PrivateInvestment #AngelInvestors #CaymanIslands #InvestmentEducation #Networking

Join Timothy D. Calkins, CFA, for the Portfolio Summits - Pennsylvania RIA Summit on April 18th at Le Méridien Hotels & Resorts in #Philadelphia, PA. Timothy will be participating in the 9:30 AM Navigating Evolving Global Markets: Insights and Opportunities panel. Join us for an insightful discussion as we explore global market outlooks and opportunities in today's dynamic environment. Our panelists offer valuable perspectives, practical strategies, and attractive investment opportunities to help advisors optimize client portfolios and navigate evolving market conditions with confidence. #CFP®, #CIMA®, #CPWA®, #CIMC®, and #RMA® Moderator: Mario V. Valente, CFA, Deputy Chief Investment Officer, Stansberry Asset Management Panelists: Michael R. Sanders, Chief Investment Officer, 5C Capital Management. LLC  Michael Rosen, Chief Investment Officer, NorthStar Advisory Group Timothy D. Calkins, CFA, Co-CIO, Director of Fixed Income, Nottingham Advisors Asset Management