Pete Arethas’ Post

"With macro resets and accelerating change, you need an industrial approach and a specific strategy to continue to drive alpha. Secondaries investors will need to evolve in this much more challenging environment", Anthony Shontz, our Head of Private Equity Partnership Investments, recently told clients. In this final clip from our Miami AGM series, Anthony talks about how although the secondaries market has become more sophisticated, it remains a growth area in private markets. #PrivateEquity #Secondaries

Gaining an edge in a market reset: our annual M&A report looks at how turbulent times produce strategic winners and losers. Read on for insights from #BainMiddleEast partner & leader of our Private Equity and Sovereign Wealth Fund practice, Grégory Garnier: https://atbain.co/49zqcZz

Secondaries, anyone? While the overall private equity market has grown dramatically over the last several years, exits have slowed to a crawl, creating attractive opportunities for secondary managers. https://lnkd.in/e55-VZKV. John L Bowman, CFA Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP Dave Donahoo, CFA Matthew Brancato, AAMS ® Steve Uhen Kendra Noonan Mark Currier Vincent DiPaolo, CFP® Allen Carr Jonathan Kingery, CFP®, AIF® Dain Reeves, CIMA David Fischer #secondaries #privateequity #privatemarkets #alternativeinvestments

BC Partners' Nikos Stathopoulos recently shared his insights on the current exit environment for Private Equity News's latest cover story. Read the article to find out more about BC Partners' recent exit momentum, the role of strategic buyers in the current market, and the outlook post-Summer for exits more broadly. https://lnkd.in/e6anaAgV

How are Middle Eastern LPs balancing portfolio diversification and strategic alignment with state goals? Scott Garfield’s joins a panel on the sectors that are capturing interest among limited partners. Our view on which private equity firms can adapt and thrive in today’s more challenging conditions is available here: https://bit.ly/4ev75Ta SuperReturn #PrivateEquity #PrivateMarkets

Private equity's recent performance has raised eyebrows, but should investors be worried? Oliver Gardey, head of private equity fund investments at ICG Enterprise Trust, doesn't think so. In a recent interview with PitchBook, he shared insights on navigating challenging markets and why long-term optimism in PE remains strong. Despite low returns in Q3-Q4 2023, Gardey emphasizes the enduring value of buyouts and the importance of selecting top-tier managers for sustainable growth. Read the full interview for a deeper dive into PE's resilience: https://lnkd.in/e-W3-JK6 #privateequity #privatefunds #investmentreturns

Great to interview Joe McDougall for this feature in the latest issue of Middle Market Executive!

Dive into the newest M&A Market Update from CBIZ Private Equity Advisory! Uncover the latest trends swirling in M&A activity and what the first half of 2024 is hinting for the future. You'll also get the scoop on the current economic landscape and top-notch tips for mastering the budgeting game. #MarketUpdate #MergersandAquisitions #PrivateEquity

A very engaging and lively (to say the least) discussion of alternative fund structures yesterday at the Institutional Investor Alternatives Conference. It was great debating the pros and cons with Victoria Greene, CFA, Saumen Chattopadhyay, CFA®, CPA, FCA and Mark Gatto. A lot of great viewpoints on the democratization of alternatives downstream to high net worth individuals is real. Ultimately advisors talking with clients need to understand both the investment merits and operational implications for the client (liquidity, mark-to-market), and make sure that clients understand them too. 

Charlesbank Capital Partners, a middle-market private investment firm, completed a $250m investment in Rise Growth Partners, a synergistic financial partner that provides growth-oriented RIAs. "Joining forces with Charlesbank marks a significant milestone for our firm. Their team emphasizes integrity, collaboration, and excellence, all qualities that resonate deeply with our ethos. As we embark on this journey to transform the wealth management industry for the better, we're confident we have the right capital partners in our corner. We are excited for what we can accomplish together," Joe Duran, Rise Executive Managing Partner. Rise Growth (led by Brian Shenson) was advised by Ardea Partners, Kilpatrick Townsend & Stockton LLP and StreetCred PR (led by William Ruben). Charlesbank (led by David Katz) was advised by Simpson Thacher & Bartlett LLP (led by Louis Argentieri) and Prosek Partners (led by Ryan FitzGibbon). #MergersAcquisitionsDivestitures #InvestmentAdvice #FinancialServices