Capital markets insights

As with many alternative asset classes, many analysts are hopeful that as the macroeconomic landscape changes in 2024, growth in private equity funds should start to rebound after a turbulent couple of years.

Staying ahead in private equity requires strategic innovation. One such transformative strategy gaining traction is the concept of "lift-outs." In this piece, we delve into the nuances of lift-outs and their inherent benefits and provide a hypothetical scenario to illustrate how this strategic maneuver can reshape the operational landscape of private equity firms.

2023 was a year marked by economic uncertainties and challenging market conditions, yet Katipult’s customers leveraging its proprietary DealFlow platform demonstrated remarkable resilience and growth in many key capital raising metrics.

Capital Environment Changes Drive Imperative for Financial Institutions to Adapt.

In recent years, a seismic shift has been underway in the investment landscape, with private capital markets emerging as the dominant force for industry growth. The traditional appeal of public markets faces competition from a growing preference for private investments from investors and issuers, signalling a long-term trend that could see public markets wane in significance over the next 5 to 10 years.

Broker-dealers are increasingly drawn towards cross-border deal-making, particularly on private deals between the United States and Canada. Navigating this terrain poses unique challenges and opportunities, demanding a comprehensive understanding of the intricacies involved. In this article, we'll delve into the critical considerations for broker-dealers venturing into US/Canada new issue deals.

Katipult CEO Gord Breese spoke with Coreena Robertson from Stockhouse as part of their Watchlist videos to discuss what the results represent for the company and shared some details for expectations for the future.

In recent years, Special Purpose Acquisition Companies, or SPACs, have taken the financial world by storm, capturing the attention of both investors and investment professionals. These unique investment vehicles have gained prominence in North America as a popular and innovative way for companies to raise capital on public exchanges.

Sustainable investing has transformed from a passing trend to a pivotal consideration for investment firms and broker-dealers. The ascent of Environmental, Social, and Governance (ESG) criteria is reshaping investment strategies and influencing the financial landscape.

Understanding prevailing trends is crucial in the investment and mergers and acquisitions (M&A) landscape. A recent survey, “The 2023 Trends in Investing,”’ conducted by the Financial Planning Association (FPA), has unveiled insights into the changing dynamics of alternative investments and the state of global M&A. Additionally, research from the Alternative Investment Management Association (AIMA) sheds light on emerging trends in private credit that align with the survey findings.