Capitolis’ Post

We are excited to share that Motive Partners has been named a Top 5 Private Equity and Capital Growth Partner by Wealth Solutions Report! As a leading private equity firm specializing in Fintech – a category we believe is too big to ignore with a potential market value of $9.6 Trillion by 2030 – this inaugural list recognizes the movers and shakers in the industry that purchase minority and majority stakes in promising WealthTech businesses. At Motive Partners, we seek to take a dominant position in wealth and asset management by building a next generation front-to-back ecosystem through a combination of companies offering specialist services to the advisor, asset manager and direct-to-investor channels. Congratulations to our Founder & Managing Partner, Rob Heyvaert, to everyone at Motive Partners and to those who are part of our broader Motive Partners ecosystem! Learn more about the WSR CAP 5: https://lnkd.in/gyFRqmaB #WealthTech #Fintech #PrivateEquity #Innovation #InvestCloud #FNZ #BetaNXT #CAIS

Mark Thomas' note on Apax Global Alpha Limited 1H'24 reviews the strong recovery in deal activity, the continued market-beating EBITDA growth of Apax’s investee companies and the unique benefit from the debt portfolio.    The stock of exit-able businesses is rebuilding after Apax capitalised on the high valuations in 2020-21 to exit investments. It is envisaged the "harvesting" of investments will see further uplifts on exit which will help NAV to grow on top of the dividend which generating a sector-beating annual yield of 7.7%.     Download Mark's full report here – https://lnkd.in/eRDektSS * Investment risks are highlighted in the note #privateequity #investing #investmentmanagement

#watch part 4 of 4 | Mark Mobius, Founder and CEO, Mobius Investments talks about the ‘new opportunities’ fund. “We realise that the growth of emerging companies is impacting the growth of companies worldwide,” he tells Govindraj Ethiraj on #TheCoreReport. Tune In: https://lnkd.in/dxJg_Zzq #EmergingMarkets #InvestmentOpportunities #GlobalEconomy #GrowthInvesting #FundManagement #NewOpportunities #BusinessGrowth #MarkMobius #MobiusInvestments #TheCore

REGISTER NOW: "Developing a 'Treasury-First' Mindset" is a virtual session I will host with Laurence A. Tosi, Managing Partner and Founder of WestCap, and Ed Barrie, Chief Product Officer and Co-Founder of Treasury4. It's happening on Wednesday, December 4th at 11 am ET / 8 am PT Registration Link: https://lnkd.in/erf6s6Xv Being "IPO ready" means getting control of, visibility over, and the ability to forecast cash. Do you have the mindset, the data, and the infrastructure to do this? If yes, you are ready for an IPO, an exit, a spin, or even the next funding round. If you don't, you have work to do. We'd like you to learn the value of doing that work. #ThinkTreasuryEarlier #ThinkTreasuryFirst

New article out: 🔑 Aligning Interests: Founders & Investors in Venture Capital Financing 🔑 #Liquidation preference (#LiqPrefs) clauses are standart in #investment agreements and play a critical role in determining payout distribution during an #exit. Rudolf Gygax and Thomas Meier, Dr. from Viopas Venture Consulting GmbH analyzed the impact of participating vs. non-participating LiqPrefs, especially in multi-round investments (Seed, Series A, Series B). 🔍 Key Insights: - Non-participating LiqPref: Protects #investor #capital but can leave late-stage investors (e.g., Series B) without upside at lower exit valuations, while founders and early investors may still benefit. - Participating LiqPref: More balanced, as all #stakeholders (#founders and investors) start realizing gains at the same point. Choosing the right LiqPref is essential for fair exits across multiple financing rounds. Read more on this topic on Plattform Life Sciences: https://lnkd.in/gtQjSjHP

🔹See How the Operations Team at M2G Ventures Benefited From Fluid IT's Support! We are proud to share this powerful testimonial from Hope Bankston Director of Operations. Faced with outdated, disjointed software and time constraints on their internal IT team to manage it, M2G Ventures turned to Fluid IT for a solution. 🎥 Watch the video to hear their story and see the impact of our partnership! #ClientSuccess #Testimonial #BusinessGrowth #FluidIT

If you’re a #fintech wondering about the benefits of working with a CUSO and corporate VC (like us), then you’ll want to read Zack Miller’s latest Tearsheet article. It features commentary from Elizabeth Coston McCluskey, director of our Discovery Fund, Benjamin Maxim, chief operating officer of Reseda Group, and Arjun Sahgal, co-founder and CEO of Ascent Platform. In this article, you’ll learn about the strategic advantages of teaming up with CUSOs and CVCs (hint: relationships!) and how this has contributed to Ascent’s success, as well as how to effectively work with them. This article reinforces the value of taking an ecosystem approach to innovation – our co-investment with the Reseda Group in Ascent is one example of it! Check out the article here: https://lnkd.in/gieWwmeE

Ventum Capital Markets has had a great start to 2024 with substantial activity across all sectors! We are pleased to play a meaningful role in many financings and M&A transactions over the course of the first half of 2024. Below please find some of our key transactions across equity, debt, and M&A that we announced or closed at Ventum Capital Markets or its predecessor firms, PI Financial and Echelon Capital Markets. We are proud of the team’s success so far and looking forward to a great 2nd half of 2024. #InvestmentBanking #CapitalMarkets #Equity #Debt #MandA

Ventum Capital Markets has had a great start to 2024 with substantial activity across all sectors! We are pleased to play a meaningful role in many financings and M&A transactions over the course of the first half of 2024. Below please find some of our key transactions across equity, debt, and M&A that we announced or closed at Ventum Capital Markets or its predecessor firms, PI Financial and Echelon Capital Markets. We are proud of the team’s success so far and looking forward to a great 2nd half of 2024. #InvestmentBanking #CapitalMarkets #Equity #Debt #MandA

https://lnkd.in/e5gu7sYn Feel free to swing by our presentation during the FinTech Scaling Workshop on Tuesday, June 25 or schedule a 1:1 conversation with Kendrick with this link: https://lnkd.in/eWjufV_w Topics: - The state of VC investments in WealthTech - The rise of strategic investors in WealthTech - Reaching out to strategics vs reaching out to VCs - The role of Corporate Venture Capital in the ecosystem Morningstar #wealthtech #fintech #wealthmanagement #rias