Insights & Analysis

Industry insights that are curated and delivered to inform your dealmaking strategies. We select the most relevant information, providing a consistent, convenient source for exclusive intelligence and analysis.

Activism

Insurgents Part Ways With Targets Through Block Trades

By Ronald Orol
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Published: June 28th, 2024
Corporations will at times buy a large dissident investor’s stake, which can be beneficial to companies, activists and other holders if they are struck at an appropriate price — otherwise call it greenmail.
Private Equity

Trinity Hunt HVAC Platform NexCore Gains Steam

By Nikitha Sattiraju
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Published: June 14th, 2024
The one-year-old commercial HVAC platform is having conversations with larger family- and founder-owned businesses as more sellers test the waters and lending markets open back up.
Private Equity

Wealth Management Firms Grow Via Specialization

By Quratulain Tejani
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Published: February 8th, 2024
With the proliferation of private equity-backed platforms in the space, wealth managers appear to be increasing their focus on certain demographics, from families with special needs children to women in transition, to separate themselves from the pack.
Private Equity

S2G Backs Solar Developer 38 Degrees

By Huzair Latif
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Published: February 8th, 2024
Renewables platform 38 Degrees North has received a growth equity investment from S2G Ventures, one of the company's managing directors, Chris Bailey, says.
Private Equity

Caymus to Reprise HVAC Strategy in Enviro Services

By Huzair Latif
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Published: February 8th, 2024
The Atlanta middle market firm is hoping to use a familiar playbook with its first platform in the environmental services space, an arena where there have been several deals in 2023 with potentially more to come.