Topics: Investing

How Are European Banks Investing in Fintech?

How Are European Banks Investing in Fintech?

CB Insights’ research in European banks investment in fintech makes an interesting read. The research company analysed private market fintech investments by assets under management all the way from 2012 to the current year and noticed banks are keen on fintech investments. With the current rate of investing, funding in European-based fintech firms might surpass $2.6 billion this year.   [...]

Are Silicon Valley’s VCs Losing Interest in Fintech?

Are Silicon Valley’s VCs Losing Interest in ...

Fintech has been booming in recent years. Investors of all kinds have flocked towards the industry and new fintech startups have been popping up all over the globe. But a recent Inc. post suggests Silicon Valley’s VCs might be losing interest.   VCs not as big of a player in fintech   Fintech companies had a surge in investment from [...]

Modest Start to Global Fintech Investment in Q1 2017

Modest Start to Global Fintech Investment in Q1 2017

KPMG has published its Pulse of Fintech, which covers the global fintech industry performance for Q1 of 2017. KMPG’s research finds global fintech investment to have a modest, yet solid start to the year, with a few strong performers to lead the way.   Global fintech investment falls slightly   The KMPG research shows the first three months of the [...]

Private Equity Brews Another Big Investment

Private Equity Brews Another Big Investment

TSG Consumer Partners announced it has bought a stake in a UK craft beer company. The deal leaves the US private equity firm with a 22.3% stake in BrewDog, with the brewer already considering an initial public offering.   The deal's finer details   BrewDog started in 2007 when founders James Watt and Martin Dickie began their venture in the [...]

Trump’s Speech Offered Little New Details

Trump’s Speech Offered Little New Details

US President Donald Trump addressed the Congress for the first time on Tuesday. His speech revived many of his campaign themes but offered little new details on policies. There were also a few major omissions during the speech – corporate tax rate cut and relaxation of financial regulation were not mentioned.   Trump’s speech had a more conciliatory tone to [...]

KKR Grows its Tech Portfolio

KKR Grows its Tech Portfolio

Private equity firm KKR continues to grow its tech portfolio. The firm invested $50 million in Cherwell Software to help the software company compete with its rivals. It’s likely the IT company will use the investment in order to make an acquisition to expand its reach.   The software company has made its mark by offering codeless solutions to fix [...]

Asian Conglomerates Scouring for US Deals

Asian Conglomerates Scouring for US Deals

The economic power shift from the western world to Asia is evident even in the world of investment management. Asian conglomerates are flush with cash and they are looking to the US for fund deals. For hedge fund and private equity firms, the enhanced interest could mean it is time to do business and sell.   The most recent example [...]

Private Equity – How to balance risks versus opportunities

Private Equity – How to balance risks versus ...

This year’s Oxford Symposium (13-14 December) on Risk Management in Private Equity asks how investors can balance risks versus opportunities in order to maximize risk-adjusted returns – in other words, risk management as a value add. This article gives insights into the focus topics of the symposium and provides food for thought to investors on how to maximize risk-adjusted returns.     Mind the [...]

Trees that are slow to grow bear the best fruit

Trees that are slow to grow bear the best fruit

  Private equity is estimated to be less than 2% of all assets managed internationally. It is – at least in theory – an inherently contrarian asset class. But being countercyclical and contrarian is difficult. For illustration, a few days ago I read an article that predicted the ‘denominator effect’ to return. The news was dated April 1st, so I [...]

Jung, dynamisch und vielleicht disruptiv

Jung, dynamisch und vielleicht disruptiv

DealMarket in Schaffhauser Zeitung January 22, 2016:   "Das Zürcher Unternehmen hat eine Onlineplattform entwickelt, auf der sogenanntes Fundraising betrieben werden kann. Wo also Jungunternehmer potenziellen Geldgebern ihre Ideen schmackhaft machen können. «Unsere Plattform funktioniert vom Prinzip her wie Homegate für Immobilien», sagt Geschäftsführer und Miteigentümer Urs Häusler. Einen Preis gewonnen   Damit verdient die Firma kein Geld, die Benutzung ist kostenlos. Geld einbringen tun dagegen die für professionelle Investmentfirmen massgeschneiderten Plattformen von [...]

Bedazzled? – The Lure of Co-Investing

Bedazzled? – The Lure of Co-Investing

9/10 December 2015 saw the second edition of the Oxford Symposium on Risk Management in Private Equity, organised by the Saïd Business School’s Private Equity Institute in cooperation with my company, LDS Partners. Nearly 70 academics and industry practitioners participated this time, an increase compared to last year and close to the lecture theatre’s maximum capacity. The Symposium was held [...]

Hunting Green Unicorns and Other Ways to Make Capital Deliver Super Returns

Hunting Green Unicorns and Other Ways to Make ...

A new breed of investor is pursuing a "triple bottom line" strategy, including in their due diligence an analysis of the social, environmental and governance  risks and impacts of investments. As result, there are new opportunities for investing in transportation networks, alternative energy infrastructure, textiles and even farmlands. The motivation is to make money on the deals but also to [...]

Setter Capital: The Most Sought-After Manager Rankings for Q2 2015

Setter Capital: The Most Sought-After Manager ...

  Setter Capital, the independent advisory firm, has published its results for the most sough-after US- mid-market LBO managers for the second quarter of the year, with some interesting findings. The report found that majority of the US LBO funds on the secondary market were priced at an average of 97.3% of net asset value. This is around 8% higher [...]

Digital Health Investment Mounts, M&A Too

Digital Health Investment Mounts, M&A Too

Digital Health is a fairly new VC category that is starting to heat up in the US, with USD 630 million raised in the first quarter, according to data from Rock Health. The segment’s early stage is evident in the predominance of Seed and “Series A” rounds, but M&A in the US is also picking up, which may mean early [...]

Double Digit PE Returns for Endowments in 2014

Double Digit PE Returns for Endowments in 2014

It is that time of the year again when PE performance at  US endowments of college and universities  is reported  by the National Association of College and University Business Officers-Commonfund. Its survey of 832 higher education institutions in the US revealed that PE, which includes buyout and mezzanine funds, delivered net of fee returns of 16.5% (amongst endowments larger than [...]