Klausxx Januar 11, 2008 Hallo, bin auf der Suche nach verlässlichen Daten bzgl. Marktanteilen der größten Private Equity Players weltweit und auch in Europa. Interessant wären die Zahlen Assets under Managemet oder auch das kumulative Fund-Raising das über die Jahre seit Gründung des Unternehmens durchgeführt wurde. Einige Daten kann man den Homepages der Unternehmen entnehmen, die angegeben Zahlen sind oftmals aber nicht vergleichbar und andere widerum geben keinerlei Daten an. Vielleicht kann mir jemand helfen... Das WSJ hat im Juli 2006 folgendes berichtet: "Who's Who in Private Equity: Private-equity firms are on a record-setting global buying binge, expected to raise some $400 billion this year, and their deals are taking on more heft. Take a look at the major players. Carlyle Group Assets Under Management: $44.3 billion Headquarters: Washington, D.C. Founded: 1987 Chairman: Louis V. Gerstner Carlyle is the largest private-equity firm, with many connections across business and politics, such as IBM ex-chief Louis Gerstner and former President George H.W. Bush. The firm became Wall Street's first "$10 billion man," after raising $7.85 billion for U.S. investments and $2.2 billion for European purchases last March. Carlyle has also raised about $4.8 billion to target deals in Asia. The firm is now targeting a single fund of $15 billion, but may opt for a larger size. In December, Carlyle partnered with others to pay $15 billion for Ford Motor's Hertz, which recently went public. The firm also was a key component in the acquisition of Dunkin' Brands for $2.43 billion. This year, Carlyle was part of one of the largest private-equity deals ever a $14.61 billion acquisition of oil-pipeline operator Kinder Morgan as well as one that snagged Dutch market research firm VNU for $9.84 billion. More recently, it was part of a group that bought Freescale Semiconductor for $17.6 billion. Research: Worth Civils Blackstone Group Total Funds Raised Since Inception: $43 billion Headquarters: New York Founded: 1985 Chairman & CEO: Stephen Schwarzman Blackstone Group has a history of diversity, investing in everything from hotels and travel companies to arts and crafts and toys. Recently, it led a group in the $17.6 billion leveraged buyout of Freescale Semiconductor, the largest ever in the tech sector. This summer, Blackstone and Bain Capital closed a $6 billion bid for arts-and-crafts retailer Michaels Stores. It also teamed up with Brookfield Properties to buy Trizec Properties for $4.8 billion in cash and the assumption of $4.1 billion in debt. In another big property deal, Blackstone's real-estate arm just reached a $20 billion deal to acquire Equity Office Properties Trust, the nation's largest office-building owner and manager. If completed, the deal would be the largest such transaction in history, after factoring in the company's $16 billion in debt. Late last year, Blackstone was one of five firms that bought Danish telecom company TDC for $12 billion and was part of the group that picked up VNU in May for $9.84 billion. More recently, Blackstone closed a global buyout fund with total commitments of $15.6 billion, and has since decided to increase it to $20 billion, securing the fund's place as the world's largest. Bain Capital Assets Under Management: $27 billion Headquarters: Boston Founded: 1984 Founders: Five, including now Massachusetts Gov. Mitt Romney Bain Capital manages a diverse portfolio, ranging from Domino's Pizza to Staples. The firm can now add to its roster arts-and-crafts retailer Michaels Stores, which accepted a $6 billion bid from Bain and Blackstone. Two companies owned by Bain have gone public in recent months: fast-food chain Burger King and pharmaceutical firm Warner Chilcott. Earlier this year, Bain agreed to acquire Burlington Coat Factory Warehouse for $2.06 billion. It also agreed to pay $3 billion for Texas Instruments' sensors-and-controls business. Bain raised $8 billion for its ninth fund in April, along with a $2 billion co-investment fund, more than twice the size of its 2004 fund. It is part of an investor group buying hospital operator HCA for $21 billion, one of the largest buyouts ever, and more recently, struck another big deal with Thomas H. Lee to buy Clear Channel Communications for $18.7 billion, plus $8 billion in debt. Bain was also part of a group including the founders of Outback Steakhouse that just bought parent company OSI Restaurant Partners for about $3 billion. In 2005, Bain joined others to buy SunGard Data Systems for $10.8 billion and was involved in the purchases of Toys "R" Us and Dunkin' Brands. Kohlberg, Kravis, Roberts & Co. Assets Under Management: $27 billion Headquarters: New York Founded: 1976 Founding Partner: Henry R. Kravis Kohlberg Kravis Roberts is known as one of the most aggressive buyout firms and is remembered for the record-setting $25 billion leveraged buyout of RJR Nabisco in 1989. It neared that record recently with a $21.3 billion deal for HCA including the $11.7 billion in debt, it's actually larger. KKR even looked into a whopping $50-billion deal for Vivendi in the fall, but determined it was too risky. The firm just teamed with Goldman Sachs to pay $4.6 billion for Kion Group, the forklift unit of Germany's Linde Group. KKR also was part of the group that bought Danish telecom group TDC, as well as one that snapped up SunGard last year. KKR was in on the $6.6 billion deal to buy Toys "R" Us last March and this year it led a group that bought a 78% stake in GMAC's real-estate unit. It was also one of the first private-equity firms to experiment with going public, raising $5 billion in May selling shares in one of its funds. KKR was part of a group that acquired VNU in May, and recently a team paying $4.35 billion for an 80% stake in Philips's chip unit. The firm was named, along with others, by the Department of Justice in an inquiry into potentially anticompetitive behavior. Thomas H. Lee Partners Assets Under Management: $20 billion Headquarters: Boston Founded: 1974 Co-Presidents: Anthony J. DiNovi, Scott A. Schoen, Scott M. Sperling Thomas H. Lee has closed on more than $6 billion in its sixth fund, and is nearing its $8-billion target. The firm recently completed the acquisitions of VNU, which it led with KKR, and Univision, which it led with Texas Pacific Group. More recently, Thomas H. Lee joined Bain to buy Clear Channel for $18.7 billion, plus $8 billion in debt. It is also part of a group acquiring food-service provider Aramark for $8.3 billion, including $2 billion in debt. In May, Thomas H. Lee agreed to buy 80% of Hawkeye Holdings in a deal that valued the ethanol maker at about $1 billion. Soon after, Hawkeye filed to go public, but has since postponed its plans. Other recent deals the firm was involved with include Dunkin' Donuts and Warner Music. Thomas H. Lee is perhaps best remembered for its successful investment in Snapple more than a decade ago. But Thomas H. Lee had the misfortune of investing $453 million in Refco before its collapse. The firm is slated to receive at least $84 million from Bawag as part of a settlement the Austrian bank reached with the U.S. in connection with Refco's demise. Meanwhile, the firm's founder and namesake left this year and recently launched Lee Equity Partners. Texas Pacific Group Assets Under Management: $20 billion Headquarters: Fort Worth, Texas Founded: 1993 Managing Partners: David Bonderman, Jim Coulter, William Price Texas Pacific Group thrives on leveraged buyouts, targeting poorly performing companies to revamp and sell to the public for handsome profit. In the 1990s TPG turned around Continental Airlines and America West, which later merged with US Airways. TPG bought Burger King for $1.4 billion in late 2002, and it went public earlier this year after a long overhaul. Another company majority-held by TPG, J. Crew Group, also went public in 2006. Neiman Marcus also drew TPG's interest and in May of last year the firm partnered with Warburg Pincus to buy it for $5.1 billion. TPG has a new $15.2 billion global buyout fund and was part of a group that paid $12.3 billion for Univision in June. It also joined Leonard Green & Partners to buy Petco for about $1.8 billion, and paid $1.7 billion for aluminum sheet maker Aleris. More recently, it was part of a group that bought Freescale for $17.6 billion. TPG is currently teaming with Apollo on a sweetened $15.5 billion offer for Harrah's. Madison Dearborn Partners Assets Under Management: $14 billion Headquarters: Chicago Founded: 1992 Chairman and CEO: John A. Canning Madison Dearborn specializes in management buyouts and has focused four funds on the communications, consumer, financial-services and health-care sectors. It recently finished raising $6.5 billion for its fifth and biggest fund. In 2004, MDP paid $3.7 billion for Boise Cascade. MDP slashed the paper-products company's debt $1.57 billion from $3.2 billion in about six months, but MDP scrapped plans for an IPO of Boise. MDP was also part of the consortium that bought satellite company Intelsat for $3 billion in late 2004. Last October, Reliant Energy agreed to sell its three New York City power plants to a group led by MDP and U.S. Power Generating for $975 million. In June, Madison Dearborn was part of the group that nabbed Univision for $12.3 billion, and it recently snapped up Yankee Candle for $1.4 billion, plus the assumption of $300 million of debt. The firm is also part of a group, along with Carlyle and Thomas H. Lee, that R.R. Donnelley is considering an offer from, and is part of a group that has been circling Tribune for months. Apollo Advisors Equity Investments Managed Since Inception: $13 billion Headquarters: Purchase, N.Y. Founded: 1990 Chairman: Leon D. Black Apollo Advisors, also known as Apollo Management, was the eventual victor in a competition with Bain to buy out Cendant's marketing-services division, which cost $1.83 billion in July 2005. Like KKR, Apollo has a publicly traded arm, Apollo Investment Corp., and it is launching another, AP Alternative Assets LP fund. But the fund came up short of its $2.5 billion goal. In November, Apollo agreed to buy Linens 'n Things for $1.3 billion. More recent deals include buying Jacuzzi Brands for $1.25 billion, including debt, and the $975 million purchase of Covalence Specialty Materials, formerly part of of Tyco International. It also purchased Berry Plastics in a $2.5 billion deal along with Graham Partners. In June, Apollo Real Estate Advisors and National Realty & Development Corp. bought the Lord & Taylor chain for nearly $1.2 billion from Federated Department Stores. This fall, Apollo agreed to buy General Electric's silicone and quartz business for $3.4 billion. The firm is currently teaming with Texas Pacific on a $15.5 billion offer for Harrah's Entertainment. Warburg Pincus Assets Under Management: $10 billion Headquarters: New York Founded: 1966, merger of E.M. Warburg & Co. and Lionel I. Pincus & Co. Co-Presidents: Charles Kaye and Joseph Landy Warburg Pincus has headed more than 100 IPOs since its inception in 1966. Recently, the firm teamed with Thomas H. Lee Partners and other investors, including Aramark CEO Joseph Neubauer, to take the company private in a transaction valued at $8.3 billion, including debt. This fall, Warburg agreed to pay $75 million for about 30% of Nyfix, an unprofitable equity-trading technology company implicated in the options backdating scandal. Warburg and Cinven Group won the bidding for Casema NV, paying an estimated $2.66 billion for the Dutch cable-TV chain, and shortly after, the two firms paid a reported $3.3 billion for Essent Kabelcom, another cable operator in the Netherlands. In May of last year, the firm partnered with Texas Pacific to buy Neiman Marcus for $5.1 billion. But in South Korea, Warburg has come under fire amid a backlash against foreign private-equity firms." Diesen Beitrag teilen Link zum Beitrag
Klausxx Januar 12, 2008 Habe nach weiterer Research arbeit auf den offiziellen HP's einiger Fonds noch folgende Daten gefunden: (AUM steht für Assets under Management, und TFR: Total funds raised). Permira PE (AUM: 22 Mrd. ) Axa PE (AUM: 22 Mrd. ) Providence PE (AUM: 21 Mrd. ) CVC PE (AUM: 20,93 Mrd ) APAX Partners (TFR: 15,7 Mrd. ) EQT PE (AUM: 11 Mrd. ) BC Partners (AUM: 11 Mrd. ) 3i (AUM: 10,5 Mrd. ) Wenn jemand noch Daten hat, oder ein Fond/Unternehmen kennt, das nicht in der Liste aufscheint...--> immer her damit. Gruß Diesen Beitrag teilen Link zum Beitrag
Shjin Januar 24, 2008 Top 10 Hedge Fond Manager Reuters April 24 Jahresverdienst 2006 1. James Simons, Renaissance Technologies, $1.7 billion 2. Ken Griffin, Citadel Investment, $1.4 billion 3. Edward Lampert, ESL Investment, $1.3 billion 4. George Soros, Soros Fund Management, $950 million 5. Steven Cohen, SAC Capital, $900 million 6. Bruce Kovner, Caxton Associates, $715 million 7. Paul Tudor Jones, Tudor Investment, $690 million 8. Tim Barakett, Atticus Capital, $675 million 9. David Tepper, Appaloosa Management, $670 million 10. Carl Icahn, Icahn Partners, $600 million. Was bezogen auf die Manager. Krank Diesen Beitrag teilen Link zum Beitrag
Matze_Le Januar 24, 2008 Ich habe meine Diplomarbeit über Private Equity schreiben. Zuerst hatte ich auch daran gedacht meine Diss. zum Thema zu schreiben. Das Problem ist einfach, dass es keinerlei verlässliche Daten gibt. Es ist vielleicht die Hälfte aller Transaktionen bekannt. Die Abgrenzung ist zudem schwierig. Ist das was Warren Buffet macht Private Equity? Eigentlich schon... trotzdem arbeitet er anders als KKR, Permira und Co. Das ist ein endloses Thema. Es gibt da ganz gutes Datenmaterial vom BVK. Allerdings ist das ein Interessenverein - immer dran denken. Gruß Matze Diesen Beitrag teilen Link zum Beitrag
