QuantumShield’s Post

🚀 Private Equity Insights: Trends & Opportunities! 🚀 📉 Despite a downturn in public PE fundraising in 2023, 📈 the horizon is bright with untapped markets! PitchBook's latest US Public PE & GP Deal Roundup is here, detailing the performance of industry titans like Blackstone, KKR, and more. 🔍 Key highlights: 💡 Median 2023 gross returns: 9.8% for PE, 16.4% for private credit, 62.1% for public shareholders. 💡 Record-breaking deal: BlackRock's $12.5B acquisition of Global Infrastructure Partners. 💡 Fundraising dip: Down 15.4% in 2023 but a strong Q4 comeback, especially in credit & real estate. 🌱 Growth Potential: 💡 The wealth channel TAM: A staggering $80 trillion. 💡 Asset-backed finance: A new battlefield with a $7 trillion TAM. 💡 US life insurance: Over $5.2 trillion in assets, ripe for PE penetration. 🔗 Dive into the full analysis and explore what this means for future PE growth: https://lnkd.in/eh7NxMNM #PrivateEquity #MarketTrends #GrowthOpportunities #InvestmentInsights #privateequityfirms #privateequityfunds

Most projects never get founded for a simple reason: #Investors like to see efforts, investors also like to see you showing up constantly on the market. Lack of effort to push your project it’s a massive issue, be strong, if you don’t stand and believe on your onw project how do you expect the world to do? #Foundraise #VCs #Liquidity #Businessgrowth

In 2024, change isn't just inevitable — it's the new standard of stability in private capital. And that means businesses must bake transformation into their strategy. But where do you start? Join us on April 10th at 12:00pm ET for an insightful discussion led by MUFG Investor Services, U.S. Managing Director Scott Ramsey and our Head of Professional Services Ana Saer. Together, they'll discuss key strategies and priorities for private companies who want to thrive in a rapidly evolving market landscape. Register here to secure your spot: https://lnkd.in/g87kPnab #BusinessStrategy #FundAdministration #InvestorServices #EmbracingChange #SuccessStrategies 

In private equity / ETA deals, you don’t get a second chance to get off to a strong start. Start strong in the First 100. ⤵️ #PrivateEquity #First100 #ValueCreation

Interested in how venture debt fits into your growth strategy? Due diligence is part of the process. Due diligence is complex, but it doesn't have to be overwhelming. Understanding the key areas like unit economics, customer retention, and regulatory risks, can help you have a successful fundraising. Our next session will deep dive into areas like management track record, financial analysis, and structuring the right deal. Learning session will be guided by Hemal Fraser-Rawal, General Partner at White Star Capital. If you're looking to raise funds wisely, this is the perfect opportunity to learn. More info & registration here: https://lu.ma/venture-debt #venturecapital #venturdebt #duediligence #masterclass #euvc

The PE firm plans to make additional investments from its third fund while actively working on exit opportunities from its second fund, shares Darius Pandole, MD and CEO, Private Equity and Equity AIFs, JM Financial Ltd. in an interview with VCCircle. Read the complete VC Circle interview here - https://lnkd.in/d2rr7PKF #JMFinancial #PrivateEquity #InvestmentStrategy #FundManagement #VCCircle #PEInvestments 

We are thrilled to announce that W Capital is joining forces with AXA Investment Management Prime! The combined organization offers GPs and their portfolio companies a full range of secondary, lending and financing solutions to address the ever-evolving capital needs of the private equity industry. This partnership marks a significant milestone in our journey to become a leading GP secondaries solutions provider. Over the past decade, W Capital has thrived in the secondary market by leveraging our heritage in direct private equity underwriting and innovating to address a full range of GP secondary liquidity needs with solutions that include direct secondaries, minority recaps and GP-led continuation funds. By combining our relationships and expertise with the resources and ambition of AXA IM Prime, we are poised to deliver our GP partners even greater creativity, flexibility and value going forward! Working closely with Pascal Christory and the entire AXA IM Prime team, we are energized and committed to delivering on our shared vision of being an end-to-end solution provider to the GP community. We look forward to connecting with each one of you over the coming weeks to share more about this exciting next chapter for W Capital! W Capital Partners AXA Investment Managers David Wachter Katie Stitch Todd Miller John Lambrech Pascal Christory Jean-Gabriel Pierre Peter Ischebeck Marcus Thiel, CFA Corinne Andre #SecondaryMarket #Secondaries #GPLed #MinorityRecaps #DirectSecondaries #ContinuationFunds #WCapital #AXAIMPrime

I'm not sure if this is controversial or not, but anytime I see a business plan that's based on funding investor returns using upfront reserves, a million different red flags go off. While I could critique the property, its natural cash on cash, or other things, I can't help but think the dumbest thing about this approach is that it is robbing Peter to pay Paul. If a sponsor does this, they are: 1) Raising capital from investors (which is based on projecting a return on that capital) 2) Returning that same capital to investors and pretending it is a distribution (why not just not raise it in the first place?) 3) Providing a compounding return on the capital that you raised and then gave back 4) Artificially raising your investment basis in the property, making it even more difficult to have a profitable investment It just seems stupid to me. #passiveivnesting #passiveincome #multifamilyinvesting #apartmentinvesting

📊 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

Carta's insightful Q1 #VentureCapital report shows that VC's deployment has slowed as #capital has become harder to come by. When you combine slow deployment in ideal vintage years with negative returns from 2021-2022 vintage funds, it's easy to understand why #allocators have become wary of deploying into the asset class. Fund II fundraising success rates are down from 50% > 20% (PitchBook). Yet, Warren Buffet famously said "to be fearful when others are greedy and to be greedy only when others are fearful." Sitting on the sidelines for too long is costly. VC's with capital and conviction will deliver returns not seen since 2017-2018 vintages. Emerging specialists will lead the way. #VC #PE #Alternatives #LPs #FamilyOffices #Endowments #EmergingManagers #MOIC #IRR #TVPI #DPI