Debbie Habib

Sharing an article we just wrote in Private Funds CFO by Hark Capital Founder and Managing Partner Doug Cruikshank highlighting the increase in market recognition and acceptance of NAV loans. Please click below to read the full article in which Doug highlights the changing LP perceptions of NAV solutions as sponsors continue to use them "to improve the returns of the sponsors portfolio, to the benefit of the sponsor's LPs". #NAVLoans #NAVFinancing #PrivateFunds #PrivateMarkets #PortfolioTool #ValueCreation #PrivateCredit #FundFinance #NAVSolutions #ManagementCompanyFinancing #PrivateEquity #GrowthEquity #PortfolioSolutions

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Compliance tech is powerful. This one seems to me to be even more powerful. The notion of creating compliance agents (and more generally, supporting agents) is one that will become more and more familiar to everybody. Edoardo Ginevra Aurelio Maccario Fabio De Ferrari Luciana Rovelli

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One of the most exciting questions from this interview was "what key attributes do private equity firms seek in targeting healthcare, biotech, and life science companies for acquisition?". Private equity firms are increasingly attracted to the healthcare, biotech and life sciences industries due to their resilience against economic cycles. Attributes that PE firms prioritize include: Stability and Growth Potential: Companies that demonstrate consistent revenue growth and have a solid track record of performance are highly attractive. The ability to withstand economic downturns and maintain steady growth is a crucial factor. Service and Software Focus: Companies that provide essential services and software solutions within the healthcare ecosystem are less vulnerable to regulatory changes and scrutiny, making them reliable investment targets. Regulatory Compliance and Low Risk: PE firms typically avoid companies with high science risk. Instead, they favor businesses with well-established products, services and technology. Specialization and Expertise: Many PE firms seek companies with specialized knowledge and capabilities that align with their strategic focus areas, ensuring they can add value and drive growth post-acquisition. Thank you to the Los Angeles Times for inviting me to participate in this issue! I am honored to be able to contribute to this piece. If you'd like to discuss any of the insights from this issue, reach out to me directly. #privateequity #lifesciences #healthcareservices #biotech #investmentbanking #businessvaluation

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It was great to be back in Boston last week, reconnecting with returning Institute members and meeting new market and investment leaders! We are excited for the events and research areas we have coming up in the next few months! #ocio #investmentsolutions #investmentmanagement #investmentconsulting

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🚀 Splitero Receives $300M Strategic Investment by Antarctica Capital Splitero, a leader in fintech solutions for home equity, received a $300 million strategic investment from Antarctica Capital. Under the leadership of CEO Michael Gifford, Splitero offers homeowners innovative Home Equity Investments (HEIs) that provide lump sums of cash in exchange for a share of their property’s future value—without the burden of monthly payments or refinancing low-interest mortgages. This funding from Antarctica Capital, guided by Managing Partner Chandra P., strengthens Splitero’s ability to scale its offering, especially as U.S. homeowners hold an estimated $11.5 trillion in accessible equity. This move could be transformative not only for Splitero but also for the broader market. As homeowners seek ways to leverage their equity amid record levels, this partnership positions Splitero as a go-to solution. Additionally, it signals a growing interest from private equity firms like Antarctica Capital to invest in tech-enabled solutions that address fundamental consumer needs, indicating a potential rise in similar strategic partnerships in fintech. At 733Park, we believe this partnership showcases the immense value in fintech M&A, especially when it aligns innovative solutions with the capital and expertise needed for scaling. This transaction demonstrates the powerful synergies that can be unlocked for founders and leaders contemplating an investment or acquisition. If you’re looking to maximize the value of your business through a strategic acquisition or exit, let’s connect. Reach out to 733Park, Boston’s premier fintech M&A specialists. Together, we’ll craft the best path for your company’s growth. #HomeEquity #StrategicInvestment #PrivateEquity #AntarcticaCapital #BusinessGrowth

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Marathon Asset Management is pleased to announce the reset of Marathon CLO 2020-15. The reset reinstated the CLO's reinvestment period for another five years and upsized into a $462 Million structure. The fact that a CLO manager has the ability to lower its liability cost via refinancing, while also extending maturities through a reset is one more factor while CLO Equity is viewed as a compelling investment opportunity. Resets and refinancings have the potential to add additional cash-flow that accrues to the CLO Equity.

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We're proud to celebrate Sector Lead, Matt Witheiler's fourth consecutive naming to Forbes’ ‘The Midas List: The World’s Best Venture Capital Investors in 2024'. Kudos Matthew Witheiler - this is testament to your enduring impact on the late-stage VC industry. https://lnkd.in/eBdHwBG4 Wellington Management did not pay a fee to be considered. Winners were selected by a data-driven approach, the Midas List is produced from a combination of public data sources and the submissions of hundreds of investment partners across hundreds of firms each year. This award was announced on June 4, 2024, a submission made in January 2024 and is based on 5 years of trailing data. The award may not be representative of any one client’s experience. The award is not indicative of Wellington Management’s future performance. Past performance is no guarantee of future results.

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The last several years have witnessed a significant increase in the use of continuation funds as the capital markets dried up. Now, per PitchBook, there has been a meaningful uptick in exits from those funds. Per the article: "Continuation funds have roughly doubled their quarterly exit activity, enduring as a viable liquidity solution for PE firms." Any uptick in liquidity activity is a hopeful sign that a recovery is underway. While the Pitchbook article specifically addressed activity in private equity, hopefully we will begin to see signs in the Venture space as well. Endeavor Colorado #privateequity #venturecapital #innovation #investing #founders #startups #entrepreneurship https://lnkd.in/gRW6WPNm

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Cambridge Wilkinson Investment Bank Closes $90MM Credit Facility for Infrastructure Development Company Cambridge Wilkinson is pleased to announce the close of a $90 Million credit facility for a fast-growing North American infrastructure development company. This facility will support the company’s strategic expansion plans and will increase their capacity to acquire and develop prime assets.   “Private credit investors are actively seeking opportunities to align objectives with companies that have both the track record, the capacity to deliver, and the pipeline to address our national need for robust and ongoing community infrastructure development. Clients, such as this one, are expanding rapidly and need speed, agility, and access to the best strategic investors – this is where our network is well-positioned to help them meet those needs. We believe that the spectrum of infrastructure development and associated financing is growing, has desirable return profiles, and will continue to attract investors for some time,” said Rob Bolandian, Co-Founder and Global Head of Investment Banking at Cambridge Wilkinson. www.cambridgewilkinson.com Capitalize on Our Connections #team #capitalraise #capitalmarkets #credit #privatecredit #cre #realestate #infrastructure #privateequity #finance #dealmaking #investmentbanking #banking

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When it comes to building meaningful relationships in healthcare investing and the broader PE industry, strategic communication is key. That’s why, in addition to discovering strong business partners, our team at BPOC focuses on the development of human capital and real-world expertise, knowing these efforts open numerous doors to success. I recently joined Sean Mooney on BluWave's Karma School of Business Podcast’s Karma School of Business Podcast to discuss some of the top trends within the private equity landscape, my industry journey takeaways and key investment strategies. Listen to the full episode: https://lnkd.in/enA_4BQ7 #privateequity #investmentstrategy #healthcare #podcast

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I enjoyed speaking to BUILDER Magazine about the frenzied pace of M&A this year and going into the 2025. A combination of factors—including the volume of well-capitalized buyers, interest from foreign companies in the U.S. housing market, and high demand and valuations for sellers—is contributing to the strength of the M&A market, and the rapid pace at which deals are being consummated. “I would say the pace of M&A is probably as high as we’ve ever seen,” says Margaret Whelan, founder and CEO of Whelan Advisory Capital Markets Advisory. "There have never been more buyers with more money from more places in the world,” Whelan says. “When you have more buyers than you’ve ever had, that leads to increasing demand and higher valuation for the sellers. That means it’s a seller’s market. Anyone who is thinking about selling their company always wants to try and maximize their value. And what they are seeing today is the valuation multiples are as high as they have ever been before.” The Whelan Advisory team remains active, and we look forward to announcing several new transactions in the next few months. Please contact us for a confidential conversation to discuss your company’s growth plans and capital needs.

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Since 2006, Neri Capital Partners, an investment bank for small businesses, has focused on family-owned businesses that generate annual revenue of up to $100 million. We market our value-added services throughout the Southeastern U.S. with seasoned, experienced, qualified fiduciary Advisors. Each service we offer is a defined and proven step process. We have learned that if Neri Capital follows our process, we close the transaction. Regardless of where the business is in its life cycle, Neri Capital provides timely services to DETERMINE and BUILD, and when it is time to exit, we REALIZE the value of their business by monetizing their LIFE'S WORK. Neri Capital's value-added services: -Sell-side Advisory -Buy-side Retained Business Searches -Comprehensive Business Valuations -Buy-side Advisory -Project Financing -Strategic Consulting https://nericap.com https://lnkd.in/g4g_WMiA #businessowners #wealthmanagers #sellsideadvisory

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It was a pleasure hosting Reihan Salam, President of the Manhattan Institute, at the Red Apple Group offices recently. Reihan’s insights into policy, economics, and the future of our cities are consistently thought-provoking. As a regular contributor on platforms like CNN, Real Time with Bill Maher on HBO (Warner Bros. Discovery), and The Atlantic, he remains an essential voice in today’s policy discourse. Fun fact (aka nerd alert!): Reihan and I go way back—30 years ago, we were competitors on two of the nation’s top-ranked speech and debate teams at Stuyvesant High School and Iona Preparatory School. Those formative years sharpened our skills in public speaking and critical analysis, setting the stage for professional journeys defined by rigorous inquiry. It’s inspiring to see how those early days of debate shaped leaders and thinkers like Reihan, who now contributes so significantly to the broader discourse on public policy and governance. Recently, Reihan joined John Catsimatidis, Founder & CEO of Red Apple Group, on The Cats Roundtable on 77 WABC Radio, to discuss the current state of the U.S., with a special focus on New York. As a Brooklyn native and the son of Bangladeshi immigrants, Reihan brings a uniquely grounded and thoughtful perspective on improving New York City and State. This segment originally aired on Sunday, November 3, on New York’s #1 rated station, 77 WABC Radio, owned and operated by Red Apple Group. Reihan’s views on the path forward for New York are well worth a listen.  Interview Link:  https://lnkd.in/ecWY2Eme    Manhattan Institute: Under Reihan’s leadership, is a cornerstone in the world of public policy. Established in 1977, the Institute remains one of America’s leading think tanks. Through rigorous research and data-driven recommendations, the Institute shapes public policy debates, offering non-partisan, research-based solutions to some of the nation's most pressing challenges. Under Reihan's leadership, as cities and states grapple with post-pandemic challenges, the Institute’s research will be more essential than ever, guiding efforts to create resilient, vibrant communities. Through Reihan’s stewardship, the Manhattan Institute continues its mission with a steadfast commitment to integrity, clarity, and data over partisanship. Ultimately, Reihan and the Manhattan Institute exemplify the power of ideas, showing that dedication to facts, intellectual rigor, and principled discourse can lead to real, meaningful change. #ManhattanInstitute #PolicyLeadership #PublicPolicy #EconomicFreedom #Governance #NewYorkPolicy #ThoughtLeadership #RedAppleGroup #WABCRadio #PublicDiscourse #SpeechAndDebateLegacy #FreeMarketIdeas #ConstructiveDialogue #RedAppleGroup #JohnCatsimatidis #WABC770 #NewYork #NewYorkState #NewYorkCity

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Yet another Mezz deal done, this time for Highgate & Cerberus Capital Management! Driftwood Capital plays up and down the cap stack (Equity & Mezz Debt / Pref Equity), horizontally across constructs (Acquistion, Development, & Lending), hence true vertical integration with Driftwood Hospitality Management: https://lnkd.in/gcAiuniR

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the December edition of Private Equity International.    As a past honoree of the Women of Influence in Private Markets list, Anna continues to drive thought leadership in the alternatives space and joins four other trailblazers who have featured on the list over the years to answer the question: “What innovations could help further unlock the private wealth channel over the next five years?” While technology is naturally a key focus, check out the article below for Anna’s full perspective. 👇   #PrivateEquity #WomenInFinance #Leadership

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Secondaries and structured liquidity solutions provide creative portfolio management tools for both sponsors and investors as they alleviate the duration mis-match problem particularly exacerbated by the sustained high base rate environment. 

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All areas of commerce are benefitting from data analysis, and our industry is no different. And when it comes to hard data, Henry Schwartz is among the very best. Good, punchy interview here fresh from the OIC on many hot topics in the listed options space, including the rise of the "ProTail" customer using options strategically. #Options #OptionsStrategies #Cboe #SPX #VIX #XSP #OIC #0DTE

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Is the U.S. Economy Stronger Than We Think? At Yale's recent CEO Caucus, 84% of top CEOs expressed optimism, predicting a "soft landing" for the U.S. economy. Surprisingly, 81% were taken aback by the economy’s resilience, despite widespread pessimism in public polls. With inflation dropping and unemployment at historic lows, real wages are growing, and GDP surpassed expectations. CEOs agree: the economy is outperforming the gloomy forecasts. What’s your take on that? Source: https://bit.ly/47Sds0i

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