Mary Doheny

Private equity has gone through many changes. In the 1980s, PE firms focused on breaking up companies through highly leveraged buyouts. In the 2010s, they began to focus on making large operational improvements to their portfolio companies. The trend of acquiring companies, restructuring their operations, and improving efficiency to generate market-beating returns for their investors is expected to continue – with one notable new twist. A shift towards specialization has emerged that is challenging the wisdom of the traditional generalist approach of PE firms. Bob Kersten of BrandingBusiness looks at the advantages of this more focused approach to a crowded market, and the branding implications for greater differentiation and effectiveness. #privateequity #PEfirms #marketdifferentiation #specializationtrend #brandstrategy #valueproposition #messagingstrategy #brandidentity #marketpositioning https://bit.ly/3yF2QnY

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In this edition of the Game Changers series, we examine how private equity investments are reshaping the NFL's ownership landscape. The traditional model of team ownership is evolving. The league is considering allowing private equity firms to acquire up to 10% stakes in teams. This shift could introduce new capital sources and ease ownership transitions, but it also raises challenges for the league's governance structure. As private equity involvement becomes more prevalent, important questions arise about the future of NFL ownership. These include the extent of private equity participation, the impact on team dynamics, and the balance between financial innovation and traditional ownership values. We explore how this trend could impact the league's financial structure, team valuations, and the overall investor-team relationship. Source: Sports Business Journal The Game Changer Series; BLA’s series aimed at keeping you ahead of the game on the latest industry-disrupting sports headlines To learn more about BLA, click the link below: https://lnkd.in/gfdNyHEF

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Madison Capital Markets, an affiliate of Madison Capital Group, has launched the Madison Net Lease IV Fund. The fund aims to preserve invested capital and provide after-tax, risk-adjusted returns by acquiring and managing a portfolio of high-quality, single-tenant convenience store assets. Want to learn more? ➡️ Check out the article below from The DI Wire or reach out to our team: [email protected] #MadisonCapitalMarkets #MadisonCapitalGroup #Investing #Investments #AlternativeInvestments Madison Commercial #CommercialRealEstate #CRE #RealEstateInvesting

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In a recent update, Baird Global Investment Banking details improvement in the landscape for deal making over recent months as well as the positive status of leading indicators. We also discuss how Baird's recent and current sellside advisory processes suggest expanding buyer appetites, boding well for an upturn in the M&A market. https://bit.ly/3WLr8FB

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Alternative asset manager Blue Owl Capital (OWL.N), opens new tab  said on Tuesday it will buy Prima Capital Advisors for $170 million to expand into real estate financing, a market that traditional banks have been retreating from since last year. Investment firms have been rushing to grab a bigger slice of the commercial real estate market as traditional lenders, which are subjected to harsh regulations, back out on fears of rising defaults due to low occupancy and high interest rates. The Prima deal that is expected to close in the second or third quarter of 2024 marks Blue Owl's second acquisition this month. Last week, it agreed to acquire Kuvare Asset Management for $750 million. The Prima deal will be financed with $157 million of equity and $13 million in cash, and the company's investors could also be eligible for an additional $35 million in equity, Blue Owl said, depending on the future performance of the business. Blue Owl said Jesse Hom, previously the global head of real estate credit at Singapore's sovereign wealth fund GIC, will lead its real estate finance strategy. Source: Reuters #BlueOwlExpands #RealEstateFinance #AssetManagement #InvestmentGrowth #FinanceExpansion #StrategicPartnerships #FinancialInnovation #MarketExpansion #InvestmentOpportunities #BuildingTheFuture

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McDonald’s is seeing a deceleration in its comparable sales. Senior Analyst Matthew Goodman, CFA provided insights into MCD trends to Barron's: “This suggests the company hasn’t been as aggressive with pricing as it was in 2023, says Matthew Goodman, a senior analyst at the firm. ‘We think the company is trying to be mindful about maintaining its value offering,’ he said.” See more details here: https://bit.ly/49VYdTL Our team covers 15+ names in the Restaurant & Grocers sector, with additional insights into over 100 brands in our data solutions. To learn more about these companies, and to explore our #MCD research, reach out to us: [email protected]. #mcdonalds #fastfood #QSR #consumer #restaurants #investmentresearch #altdata

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One of The World’s Largest Alternative Investment Firms, KKR, With $575 Billion AUM To Join The S&P 500 🤯 KKR, CrowdStrike & GoDaddy are set to join the benchmark S&P 500 index. KKR’s inclusion highlights the growing influence of private market firms in the index. Alongside Private Equity ($183bn AUM) they also invest across Credit ($260bn), Real Estate ($71bn) and Infrastructure ($61bn). The firm aims to hit $1 trillion AUM in the next 5 years. Index.

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Asset managers are buying alts players: Biggest deals of 2024 so far. Citywire takes a look at the recent push by asset managers to increase their stake in private markets. https://lnkd.in/gtH8iVXt #citywire #assetmanagers #privatemarkets

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