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November 10, 2018 No Comments Author: Andy Jones

Private Equity Firms – Form PF Data

Private equity firms that operate private funds with at least $150 million in assets must file a Form PF (“Private Fund”) with the SEC. Individual firm filings are confidential and are therefore not covered under the Freedom of Information Act. I know, because I asked.

That said, the SEC publishes quarterly statistics about these private equity funds in aggregate. Here are a few interesting points from the SEC report:

October 22, 2018 No Comments Author: Andy Jones

Interview – Kristy DelMuto with LLR Partners

I recently spoke to Kristy DelMuto with the private equity firm LLR Partners. With some minor edits, the text below captures our conversation surrounding LLR’s Collaborate initiative.

 

Tell us about LLR Partners…

LLR is a lower middle market private equity firm, based in Philadelphia. We primarily invest in growth technology or tech-enabled service businesses operating in the education, healthcare, financial technology, industrial technology, security and software industries with revenue between $10 – $100 million. We make equity investments between $15 and $100 million.

At the core, we look for growth companies with strong management teams who want to partner with us to create value over the long-term.

September 25, 2018 No Comments Author: Andy Jones

U.S. Private Equity Firms Investing in South & Central America

In the past 12 months, we’ve had more customer inquiries about U.S. private equity firms investing in Latin America. Our database at www.PrivateEquityInfo.com currently shows 87 U.S.-based PE firms with current portfolio company investments in South & Central America (I excluded Mexico for this study… which would have added another 22 PE firms).

Of these portfolio company investments, 90% are concentrated in just 7 countries. More than half are in Brazil.