private equity

Private Equity

Thoma Bravo’s $34B Win Leaves PE Rivals Choking on Exhaust Fumes

Orlando Bravo, founder and managing partner of Thoma Bravo. Photo by Joe Budd via CC BY-SA 4.0

Private equity is stuck in a cycle of fewer exits, fewer returns, and fewer backers willing to sign up for new funds.

2 min read

Photo by Phil Evenden via Pexels

ETF Upside

State Street, Apollo to Launch 2nd Public-Private ETF

The two are among a laundry list of firms trying to open up private credit to Main Street investors.

2 min read
Photo by Paolo V via CC BY 2.0

Media & Entertainment

‘Eras Tour’ Logistics Team Bought for $1 Billion

Consider it a big bet on the future of live events, which, in Swiftie speak, GCL knows about “All Too Well.”

2 min read
Photo by Joshua Mayo via Unsplash

Personal Finance

E Pluribus Unum: Individual Investors Become Market-Moving Force

According to a recent JPMorgan analysis, individual investors now account for 60% of US equities, an all-time high.

2 min read

Banking

JPMorgan Expands Its Bet on Private Equity to the Tune of $50 Billion

Photo by Gideon Benari via CC BY 2.0

Moody’s analysts predict, as of last week, that the private credit market will double to $3 trillion by 2028.

2 min read

Photo by David Vives via Unsplash

Private Equity

Will Private Equity Fuel a Big Year for IPOs?

As the New Year rolls in, Wall Street is preparing for a slew of listing announcements from private equity-backed firms.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by Rawpixel via Freepik

Private Equity

All in the Franchise: Why Private Equity Loves the Business Model

It’s understandable if you failed to notice one meaty if unglamorous trend on Wall Street: Private equity’s love affair with franchising.

6 min read
Photo by Yan Krukau via Pexels

Advisor Upside

PE Invasion Weighs on Wealth Management

The massive private-equity investments are causing concerns about its impact on the wealth management industry.

2 min read

Industries

Posh Soho House Gets Premium Buyout Offer as It Balances Prestige with Scaling Up

Photo by Daniel X. O’Neil via CC BY 2.0

The offer would put an 83% premium on Soho’s Wednesday closing price and comes a year after it had to close off admissions in three cities.

2 min read

Photo via Connor Lin / The Daily Upside

Advisor Upside

3 Trends Expected to Give Advisors Hangovers in 2025

The research and advisory firm Forrester found that adapting to new technologies is paramount to financial services firms.

1 min read
Photo by Myron Mott via Unsplash

Advisor Upside

How Clients Can Invest in NFL Teams

As the NFL opens up investments from private equity firms, new funds may help clients invest in their favorite teams.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Creative Planning Sells Minority Stake to TPG

TPG acquired a minority stake in one of America’s largest independent wealth managers, which could put the advisor’s valuation at $15 billion.

1 min read

Healthcare

Controversial CEO of Bankrupt Steward Health Care to Resign

(Photo by Impuls Q on Unsplash)

Dallas-based Steward Health Care is may just well be the poster child for private equity investment in healthcare gone wrong.

2 min read

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