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KKR is in talks to acquire adtech firm Integral Ad Science, sources told Business Insider. AdvertisementPrivate equity firm KKR is in talks to acquire the publicly listed adtech company Integral Ad Science, three people familiar with the process said. In its second quarter, the company grew revenue by 14% to $129 million and raised its full-year guidance. A take-private deal by a private equity firm like KKR could help IAS grow further without the quarterly Wall Street scrutiny. In September, Axel Springer announced it would separate its media properties into a privately-owned company, while KKR retained the classifieds side of the business.)
Persons: Jefferies, , acquirers, Axel Springer, Ted Oberwager Organizations: KKR, Ad, Business, Service, Bloomberg, IAS, Google, Vista Equity Partners, Vista, FGS Global, Publishers
PowerSchool sells student data without parents' informed consent, a federal lawsuit alleges. Related storiesPowerSchool spokesman Austin Zerbach told BI that no PowerSchool product sells any form of student data. The public disclosures of PowerSchool say the edtech company "may" collect data such as "extracurricular program membership" and "student assessments." AdvertisementTechnology can easily re-identify anonymized student data, said Chad Marlow, senior policy counsel at the ACLU, where he focuses on privacy, surveillance, and technology issues. "No PowerSchool product, including Connected Intelligence P20W, sells any form of student data," the spokesman said.
Persons: PowerSchool, , It's, Emily Cherkin, Cherkin, Hardeep Gulati, PowerSchools, Austin Zerbach, Zerbach, it's, — they're, Julie Liddell, Chad Marlow, Marlow, Liddell, James Donato, PowerSchool's Bain, The Bain Organizations: Service, Bain Capital, PowerSchool, Technology, ACLU, Data Systems, US, Apple, Vista Equity Partners, Vista Equity, Onex Partners, NYSE, The, KKR, Co, Instructure Holdings, Inc Locations: San Francisco, Seattle, Folsom , California, Boston, Austin , Texas, Salt Lake City
For example, according to a recent McKinsey study, Black Americans are 10% more likely to be working jobs slated for AI automation. If current trends hold, the new wealth created by GenAI alone will increase the racial wealth gap by $43 billion annually, according to McKinsey. That begins with infrastructure that supports AI enablement for all, including education on AI tools, access to the internet and power to compute. SFI has been working hard to close the digital divide in Black communities, including Historically Black Colleges and Universities (HBCUs), 82% of which reside in broadband deserts. This work is bridging access gaps and ensuring that underrepresented talent thrives in the rapidly growing and in-demand field of AI.
Persons: Goldman Sachs, GenAI, Robert Solow, SFI Organizations: Istock, McKinsey, Initiative, Black Colleges, Universities, Vista Equity Partners, Morehouse College Locations: U.S, Black
Louisa Wong stepped down as chief executive of Gamut Capital-owned XR Xtreme Reach in August. In July, Dave Clark left his role as chief executive of Triplelift. Those experts — bankers, adtech executives, and consultants — told Business Insider that the revolving door is likely to continue over the next six months as investors press adtech companies for growth. AdvertisementAs TV viewing grew fragmented, several adtech companies that took on investment in recent years positioned themselves as rivals to ratings giant Nielsen. The increasing complexity for advertisers offers opportunities for adtech companies to innovate.
Persons: , there's, Louisa Wong, Chandler Bigelow, Doug Knopper, Jo Kinsella, Dave Clark, Triplelift, Eric Roza, Ross McCray, Peter Liguori, Axios, Chris Karl, Blackstone, Mark Wright, Wright, Karl, JEGI, Prohaska's Wright, Nielsen, hasn't, There's, Megan Clarken, Criteo, Domenic Venuto Organizations: CTV, Service, Vista Equity, Vista Credit Partners, Google, Prohaska Consulting, Public, CIL Management, Amazon, Nielsen, Walmart, Progress Partners, Horizon Media
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailVery excited about 2025 as an IPO year, says Vista Equity's Ashley MacNeillAshley MacNeill, Vista Equity head of equity capital markets, joins CNBC's 'Squawk on the Street' to discuss why she thinks the IPO market will bounce back in 2025, what she's looking for in companies using AI, and more.
Persons: Vista Equity's Ashley MacNeill Ashley MacNeill Organizations: Vista Equity
Smartsheet — Shares surged more than 6% after Blackstone and Vista Equity Partners agreed to buy the software maker for $56.50 a share in cash, or about $8.4 billion . Unless another offer is made, the deal is expected to close by January 2025, pending shareholder approval. China stocks — Shares of Chinese companies soared after China's central bank unveiled a host of stimulus measures . Thor earned $1.68 per share on $2.53 billion in revenue in its fiscal fourth quarter. Flowserve — The stock moved nearly 5% higher after Bank of America reiterated a buy rating, saying its exposure to nuclear power is "underappreciated."
Persons: Alibaba, Li, Thor, LSEG, Morgan Stanley, BioNTech, Guggenheim, Joseph, Alex Harring, Samantha Subin, Lisa Kailai Han, Jesse Pound, Sarah Min Organizations: Bloomberg, Justice Department, Blackstone, Vista Equity Partners, JD.com, PDD Holdings, Li Auto, Thor Industries, Arlo Technologies, Bank of America, GE, Joseph Osha Locations:
Collaboration software maker Smartsheet announced Tuesday Blackstone and Vista Equity Partners will acquire it in an all-cash deal valuing the company at about $8.4 billion. Stockholders will receive $56.50 per share, a 41% premium to Smartsheet's average closing price over the last three months. The company went public in 2018 and sought to go head-to-head with other software companies like Atlassian. Qatalyst advised Smartsheet. Goldman Sachs and Morgan Stanley advised the private equity bidders.
Persons: Smartsheet, Blackstone, Mark Mader, Qatalyst, Goldman Sachs, Morgan Stanley Organizations: Blackstone, Vista Equity Partners
The European private equity firm had been eyeing the late-stage startup for five years, impressed by its traction and focus on customer success. The speed of the deal, and the flashy multiple, illustrate how private equity funds are able to swallow startups more often lately. But in the face of rising inflation and interest rates, software customers from tech startups to mom-and-pop shops trimmed their budgets. Andreessen Horowitz plans to invest in the private equity asset class through its family office division. With high interest rates and a liquidity crunch reshaping the landscape, private equity is seizing the moment.
Persons: , Scott Arnold, AuditBoard, Michael Brown, They're, Brown, Derek Hernandez, Aaron Fleishman, Fleishman, they're, Thoma, Yoni, Rechtman, it's, Catalyst, Andreessen Horowitz Organizations: Service, Business, Battery Ventures, Battery, Tola Capital, Thoma Bravo, Vista Equity Partners, Slow Ventures, Eldridge Industries, Sequoia Locations: Southern California, VCs, Big Tech, Metropolis, North America
Robert Smith, founder, chair and CEO of Vista Equity Partners, speaks at the Milken Institute Global Conference in Beverly Hills, California, U.S., May 2, 2016. With this debt, Vista could generate strong returns if Pluralsight's business performed well, according to the sources. They also show that Vista propped up Pluralsight by allowing it to borrow $162.5 million from its private equity fund. "The company experienced rapid deterioration of its business in the first quarter," Vista wrote in a fund document dated May 28. In a May 28 update to fund investors, Vista said Pluralsight's equity value went from $1.5 billion to zero in the first quarter of 2024.
Persons: Robert Smith, Lucy Nicholson, Vista, Pluralsight, Goldman Sachs, Golub, Gustavo Schwed, NYU Stern, It's, Steven Kaplan, Kaplan, Chris Walters, Aaron Skonnard, Walters, Skonnard, KBRA, Milana Vinn, Greg Roumeliotis, Dave Gregorio Organizations: Vista Equity Partners, Milken Institute Global Conference, REUTERS, Vista Equity, Reuters, Cloud, U.S . Securities, Exchange Commission, Vista, NYU, Chicago Booth School, Business, Thomson Locations: Beverly Hills , California, U.S, Vista, BlackRock, Oaktree, Pluralsight, New York
Vista Equity Partners, the private equity giant that's known for its tech investing, doesn't want its analysts using generative AI for due diligence. "And we do want our humans to actually go and read the stuff that's important that's going to make billion-dollar decisions in the diligence side." Other private equity firms, like the Swedish giant EQT, have introduced generative AI to the due diligence process, BI previously reported. Vista Equity Partners, which is in the business of buying companies, improving them, and selling them for a profit, employs people whose sole job is to transform operations of portfolio companies and help them scale, Saroya said. He added that the firm created a reference guide for its portfolio companies, including the data, cloud, and other software providers needed to be successful, and partnered with those companies for the portfolio companies to use, where appropriate.
Persons: that's, Monti, Saroya, That's Organizations: Vista Equity Partners, doesn't, Milken Institute Global, Flagship Fund, PE, underwriters Locations: Asia
Read previewFormer SoftBank executive Marcelo Claure and serial entrepreneur and investor Paul Judge are in the throes of raising a new $200 million fund. The past year has been transitional for the fund since Claure and Judge bought the $100 million fund from SoftBank. Since then, there haven't been any new investments, but the two are poised to capitalize on the success of the first fund and are raising the second Open Opportunity Fund. He said that limited partners' interest has been positive overall since the Open Opportunity Fund's first fund has had so much success. AdvertisementJudge said that he expects the first Open Opportunity Fund to continue to deliver "top quartile" returns to its investors over the next five to seven years.
Persons: , Marcelo Claure, Paul Judge, It's, Claure, haven't, SoftBank —, I've, Judge, George Floyd's, Masayoshi, Shu Nyatta, Stacy Brown, what's Organizations: Service, Business, Opportunity Fund, Opportunity, Fund, Mastercard, Vista Equity Partners, Ventures, Sprint, Bicycle Capital, TechCrunch Locations: SoftBank, Atlanta, America
A little over two years after selling adtech company Flashtalking to Mediaocean for $500 million , John Nardone is on the hunt for his next big adtech exit, he confirmed to Business Insider. Private equity firm GTCR is poised to be the financial sponsor on such a deal. Nardone intends to become CEO of the roll-up company and expects to bring on his own management team. Days before the agreement closed, "Vista swooped in and stole the deal," Nardone said. Before Flashtalking, Nardone sold the adtech company [x+1] to fellow adtech firm Rocket Fuel for around $230 million , and he helped take the digital marketing and research company Modem Media public.
Persons: John Nardone, Mediaocean, GTCR, Nardone, Innovid, — Innovid, Stephen Master, GTCR's Organizations: Business, Vista Equity Partners, Media Locations: Mediaocean,
Lower Treasury yields could be good news for some stocks on Wall Street, according to Jefferies Equity Research. Stocks soared on the news, even as Fed Chair Jerome Powell insisted that efforts to tame persistent inflation have further to go. Treasury yields pulled back after the the November Federal Open Market Committee decision, with the benchmark 10-year note falling 15 basis points. With interest rates now seemingly on the backfoot, Jefferies screened for stocks with a negative correlation to the 10-year Treasury — meaning they historically benefit from lower interest rates. Stocks have a negative correlation to U.S. bond yields, notably 5- and 10-year yields Tech behemoth Microsoft is one of the outstanding beneficiaries to a decline in the 10-year.
Persons: Stocks, Jerome Powell, Dow Jones, Jefferies, Peramunetilleke, Piper Sandler, Horton, Wells, Goldman Sachs, Blackstone, companyies, Michael Bloom Organizations: Treasury, Jefferies Equity Research, Federal Reserve, Labor, Dow, Microsoft, Horton, Jefferies, Blackstone, Vista Equity Partners, Energy Locations: 2H23, Horton
The deal represents a bet on energy transition, as power utilities, grid operators and renewable energy developers turn to simulation software to fine-tune use of production capacity and maximize efficiencies. Vista, Blackstone, Riverside and Energy Exemplar declined to comment. Energy Exemplar has grown at an annual compound rate of 30% since 2018 under Riverside's ownership, the sources said. Blackstone is investing in Energy Exemplar through its energy transition arm, which is in the process of raising a new fund. Its previous investments include Transmission Developers, solar mounting firm Esdec, environmental engineering firm Geosyntec, environmental commodity exchange Xpansiv, and renewable energy firm Invenergy.
Persons: Blackstone, Anirban Sen, Edwina Gibbs Organizations: Blackstone Group, REUTERS, Blackstone, Vista Equity Partners, Australia's, . Energy, Riverside Company, Blackstone Energy, Partners, U.S . Securities, Exchange Commission, The, Developers, Foundation, Thomson Locations: New York City, U.S, Vista, Blackstone, Riverside, North Adelaide, The New York, New York
IBM shares rose about 1% in extended trading Wednesday after the technology conglomerate announced third-quarter results that exceeded Wall Street estimates. The company's Software unit produced $6.27 billion in revenue. IBM's Consulting division generated $4.96 billion in revenue, up around 6% but lower than StreetAccount's consensus of $5.11 billion. "We still are executing extremely well from my point of view in consulting," Jim Kavanaugh, IBM's finance chief, told CNBC's Kristina Partsinevelos in an interview. During the quarter IBM released Granite generative artificial-intelligence models for composing and summarizing text.
Persons: Arvind Krishna, IBM's, Jim Kavanaugh, CNBC's Kristina Partsinevelos, Kavanaugh Organizations: IBM, Wall, LSEG, StreetAccount, IBM's Consulting, Accenture, Infrastructure, Vista Equity Partners Locations: New York
Vista Equity Partners Chief Executive Robert F. Smith. Photo: JEENAH MOON/REUTERSVista Equity Partners is close to a $4 billion deal to acquire business-software company EngageSmart , a sizable buyout at a time when many private-equity firms are sitting on the sidelines. Under the terms of the deal, shareholders in the customer engagement and payments software specialist would receive $23 per share in cash, according to people familiar with the situation. The deal could be announced as soon as Monday, barring any last-minute snags.
Persons: Robert F, Smith Organizations: Vista Equity Partners, REUTERS Vista Equity Partners
Chevron — Chevron shares fell 3% after the energy giant agreed to buy Hess in a $53 billion all-stock deal , or $171 per share. Walgreens Boots Alliance — Shares popped 5.4% on Monday after JPMorgan upgraded shares to overweight from neutral and raised its price target. Beauty — Shares added 5% after Raymond James upgraded shares to strong buy from outperform in a Monday note. Spirit AeroSystems — The aerospace company's shares gained 4.8% after Bernstein raised its rating on shares to outperform from market perform. FMC Corp — The insecticide company's shares tumbled 12% after FMC issued third-quarter guidance that's lower than what it originally called for.
Persons: Hess, Okta, Pinterest, Raymond James, Olivia Tong, Tong, Bernstein, Pat Shanahan, EngageSmart, Stonepeak, CNBC's Pia Singh, Samantha Subin, Alex Harring, Sarah Min Organizations: Chevron — Chevron, Chevron, Exxon Mobil, Natural Resources, Citi, Evercore, Stifel, Walgreens, JPMorgan, Vista Equity Partners, Textainer, Clean Holdings, FMC Corp, FMC Locations: Guyana, U.S, America
Vista Equity Partners to buy EngageSmart for $4 billion
  + stars: | 2023-10-23 | by ( ) www.reuters.com   time to read: 1 min
Oct 23 (Reuters) - Payments software vendor EngageSmart (ESMT.N) said on Monday it would be taken private by Vista Equity Partners for about $4 billion, marking the latest buyout deal in the technology sector. Shares of EngageSmart rose more than 11% in trading before the bell. Under the terms of the deal, shareholders in EngageSmart will receive $23.00 per share in cash. The offer represents a premium of nearly 23% to the stock's closing price on Oct. 4, a day before Reuters reported that private equity firm General Atlantic, which owns a 52% stake, was exploring a sale of the company. Reporting by Samrhitha Arunasalam in Bengaluru; Editing by Dhanya Ann ThoppilOur Standards: The Thomson Reuters Trust Principles.
Persons: Samrhitha, Dhanya Ann Thoppil Organizations: Vista Equity Partners, Reuters, Atlantic, Thomson Locations: EngageSmart, Bengaluru
The pandemic pushed financial giants to embrace a more casual dress code that many other corporations had begun to embrace. Diversity in dressFor some women on Wall Street, the shift from business formal to business casual has allowed them to step out of the unofficial uniform of pantsuits and sheath dresses. Lululemon in the boardroomNo Wall Streeters mentioned buying more Ferragamo ties, but many said they were leaning into athleisure. People still come in wearing their suits and ties and their Louboutins, and I'm like, 'what are we doing here?' "For a lot of client interactions, dressing business casual can make it more comfortable and can lead to a better relationship-building experience."
Persons: Luis Arteaga, Shanta Wu, Kristen Powers, Morgan Stanley, She's, Thom Browne, Anne, Victoire Auriault, Goldman Sachs, Jack Dillon, He's, David Trinh, It's, we've, Thoma Bravo, Andrew Almeida, Richard Handler, Jefferies, Katya Brozyna, I'm, Benjamin Kiflom, Neil Kamath, Sarah Sigfusson, Michael Wilkinson, Wells, Patrick McGoldrick, Laiwala, I've, Rachel Hunter, Goldman, Luna McKeon, Ricky Mewani, Dominic Rizzo, Rowe Price Organizations: Barclays, Fidelity, Vista Equity Partners, Bridgewater, Jefferies, Nike Air Force, Goldman Sachs Asset Management, Bank of, Moelis & Company, KKR, Blue Owl, Citadel Locations: Bridgewater, New York, Florida, Miami, San Francisco
Insider Today: Finance's next generation
  + stars: | 2023-09-27 | by ( Dan Defrancesco | ) www.businessinsider.com   time to read: +8 min
This post originally appeared in the Insider Today newsletter. Tech: An Amazon exec told employees the tech giant's RTO plans could take up to three years. An Amazon exec told employees the tech giant's RTO plans could take up to three years. Insider is again highlighting some of the brightest young minds in finance with our annual list of Wall Street's rising stars. The Insider Today team: Dan DeFrancesco, senior editor and anchor, in New York City.
Persons: , Harrison, Alyssa Powell, Michelle Abrego, Luna McKeon, Michael Dunn Goekjian, Anne, Victoire Auriault, Goldman Sachs, Jack Dillon didn't, Thom Browne, Dillon, Patrick McGoldrick, Pat, Liu Jie, That'll, Jeffrey Epstein, Jes Staley, Epstein, Bill Tompkins, Donald Trump, it's, Austin Harris, Chris Pizzello, Ron DeSantis, Mike Pence, Vivek Ramaswamy, Mark Zuckerberg, Lil Wayne, Avril Lavigne, Jenna Ortega, Gwyneth Paltrow, Dan DeFrancesco, Naga Siu, Hallam Bullock, Lisa Ryan Organizations: Service, Tech, Amazon, Jack Dillon didn't nab, Vista Equity Partners, New England Patriots, Morgan Asset Management, Getty, Verizon, JPMorgan, US Virgin Islands, SVP, Microsoft, FTC, Federal Trade Commission, AP, Fox Business, Florida Gov, Meta, Publishing Locations: Xinhua, Delta, Northern California, San Francisco, Florida, New York City, San Diego, London, New York
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailVista Equity Partners is 'optimistic' about private markets this year and the nextDavid Breach, president and chief operating officer of Vista Equity Partners, discusses opportunities in public and private markets.
Persons: David Breach Organizations: Vista Equity Partners
REUTERS/Lucas Jackson/File Photo Acquire Licensing RightsSept 7 (Reuters) - The private equity owners of EagleView Technologies are exploring a sale of the provider of aerial imagery and data analytics services that could value it at about $2 billion, including debt, according to people familiar with the matter. EagleView generates about $300 million in revenue and 12-month earnings before interest, taxes, depreciation, and amortization (EBITDA) of $165 million, the sources said. In 2018, Clearlake bought a significant stake from Vista, becoming an equal owner in EagleView. Bellevue, Washington-based EagleView Technologies is a provider of software that can be used to measure rooftops with satellite images from the sky, mainly used by insurance companies to make more accurate decisions. The company is utilizing a vast library of images and its patented 3-D measurement software to provide software tools to customers in industries such as insurance, construction, government and public utilities.
Persons: Lucas Jackson, William Blair, Rothschild, EagleView, Vista, Clearlake, Milana Vinn, Marguerita Choy Organizations: New York Fire Department, FDNY, FDNY's, Center, REUTERS, EagleView Technologies, Vista Equity Partners, Clearlake, Co, Vista, Technologies, Thomson Locations: New York, EagleView, Vista, EagleView . Bellevue , Washington
Ali Osman, head of technology and software investments at Abu Dhabi's giant Mubadala sovereign wealth fund, has invested steadily through it all and is not shying away from putting more money to work. He and his team focus on business software and specialize in private equity, making direct buyout investments and indirect bets through major PE firms. Osman works with many of the biggest and most successful PE firms in the tech space, including Thoma Bravo, TPG and Bain Capital. AI uncertainty and dataThe generative AI boom, and the rise of large language models, has introduced a major new variable to software investing. The other bottleneck is capital, basically the cash available to invest in software businesses.
Persons: Ali Osman, Mubadala, Osman, Thoma Organizations: Abu, Thoma Bravo, TPG, Bain Capital, Vista Equity Partners, PE Locations: Morocco, SalesLoft, mindspace
July 26 (Reuters) - Private equity firms Haveli Investments and General Atlantic have agreed to acquire business software vendor Certinia from Advent International for nearly $1 billion including debt, according to people familiar with the matter. Haveli, which was launched by former Vista Equity Partners president Brian Sheth, and General Atlantic will buy Advent's majority stake in Certinia as well as a minority stake held by Technology Crossover Ventures (TCV), the sources said. Haveli, General Atlantic and Advent declined to comment. Austin, Texas-based Haveli has invested in some technology ventures since it was launched by Sheth in 2021. Haveli has launched a fund seeking more than $3 billion for software deals, which will include this one.
Persons: Brian Sheth, Salesforce, Milana Vinn, Anirban Sen, Jamie Freed Organizations: Haveli Investments, General Atlantic, Advent International, Vista Equity Partners, Technology Crossover Ventures, Certinia, Siemens, Hewlett Packard Enterprise, Cisco Systems, Philips, Sheth, Haveli, Apollo Global Management, Thomson Locations: Certinia, Haveli, General, Jose , California, Austin , Texas, New York
NEW YORK, June 26 (Reuters) - Software company Enfusion Inc (ENFN.N) is attracting takeover interest from private equity firms and strategic buyers, several people familiar with the matter said. Enfusion's management has been approached in recent months by Francisco Partners, Vista Equity Partners and investment firm Irenic Capital Management, said the sources who asked not to be identified because the talks are private. The company has experienced turbulence in the executive ranks, with its chief executive officer and chief financial officer resigning just months apart from one another last year. The name of the private equity partner could not be learned. Irenic, which was co-founded by Elliott Management veteran Adam Katz and former Indaba Capital partner Andy Dodge, recently worked with private equity giant Apollo Global Management to buy industrial parts manufacturer Arconic.
Persons: Irenic, Oleg Movchan, Enfusion, Adam Katz, Andy Dodge, Katz, Dodge, Elliott, Deutsche Boerse, Svea Herbst, Bayliss, Nick Zieminski Organizations: YORK, Enfusion Inc, Francisco Partners, Vista Equity Partners, Irenic Capital Management, Francisco, Elliott Management, Indaba, Apollo Global Management, Arconic, Harvard, Nasdaq, Deutsche, Svea, Thomson Locations: Vista
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