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The publication of the list of analyses performed below, does not constitute an investment recommendation nor does it necessarily indicate that the investor who commissioned the analysis decided to invest in the fund. For investors who decide to make an investment Objective will continue to monitor the fund throughout the investment life cycle and provide an annual analysis, subject to the fund’s consent to continue cooperation.

Latest Analysis

LS Power Equity Partners V
LS Power Equity Advisors

Infrastructure Fund | March 2023

LS Power Equity Partners V
LS Power Equity Advisors

The fund will invest in electricity and energy infrastructure as well as assets, platforms and companies related to electricity and energy, mainly in North America. The fund will purchase existing companies, assets or platforms, or invest in the initiation and development of a new system or platform. The investments will focus on complex investment opportunities, on quality assets and markets where LS Power believes it has a distinct competitive advantage.

Raising Capital

Levine Leichtman Capital Partners VII
Levine Leichtman Capital Partners

The fund specializes in buyout investments by acquiring control of the target companies. Levine Leichtman Capital Partners invests in US mid-market companies and focuses on companies with financial liquidity in sectors that are not exposed to seasonality, which have a relatively low correlation with the economy. LLCP usually makes its investments, together with the active managements, through a combined investment of buying shares and an owner loan, which is usually between 20%-40% of the transaction. This structure allows the fund to make regular cash flow distributions starting from the date of purchase. Levine Leichtman Capital Partners is actively involved in the management of the companies and assists the acquired companies in the processes of bringing value to the organization.

View More Alternative Investment Funds by Levine Leichtman Capital Partners:
LLCP Lower Middle Market Fund III

Raising Capital

Ogen Social Bonds 2
Ogen Group

Impact Investing | February 2023

Ogen Social Bonds 2
Ogen Group

Created in order to make credit and financial support accessible to vulnerable populations in Israel, businesses and non-profit organizations. For the purpose of expanding its capital sources, Ogen issues social bonds backed by a loan portfolio. The social bond is built on the basis of layers of financing and allows investors to choose between two layers of debt - senior debt and ordinary debt. Each layer of debt offers a different risk\reward ratio, while the equity layer (derived from philanthropic financing) will act as a protection layer for the entire portfolio up to a credit default rate of 17.5%. The composition of the loan portfolio backing the bond, is expected to be spread over approximately 930 loans and based on an in-depth underwriting process and extensive experience of Ogen managers in the credit field.

View More Alternative Investment Funds by The Ogen Group:
Ogen Social Bonds

Raising Capital

Monarch Capital Partners VI
Monarch Alternative Capital

The fund operates in the field of distressed debt while identifying potential investments in mid-market companies that are underpriced. The fund focuses on debt instruments in the following sectors: municipal and governmental, corporations suffering from liquidity difficulties, inappropriate capital structure and operational difficulties or purchasing opportunities arising as a result of exogenous events. The group actively works to improve its investments by leading processes related to the target event, such as: settling debt, refinancing, changing the capital structure, managing a bankruptcy process with the company's creditors, etc.

View more Alternative Investment Funds by Monarch Alternative Capital:
Monarch Alternative Capital Partners V (MAC)

Raising Capital

IBI Pillar Neubrandenburg, Germany
IBI Investment House

IBI Pillar will purchase fully occupied, specific properties in Neubrandenburg,Germany. Ongoing management of the properties and their sale will be carried out by the "Reality Germany" group, which specializes in the purchase and management of yielding real estate properties in Germany. The purpose of the investment is to parcel out the property, so it will be possible to sell the buildings separately in the future and increase the rent according to the average rents in the market and extend the leases. The fund expects that as a result its multiplier will reflect similar transactions in terms of the length of the contracts and the identity of the tenants. Investors will benefit from capital gains in addition to the current yield that the property is expected to generate.

View More Alternative Investment Funds by IBI Investment House:
Consumer Credit FundSecured Bridge LoansLoan to Comrit Investments,
Quality Credit Fund, IBI Pillar Single 2, IBI Pillar Gottingen Assets 1, ComRit Investment Fund, Lion Fund, Evo Hotels Fund, IBI Volcano Investments

Raising Capital

FHL SCA SICAV-RAIF
FHL Management Sàrl

Real Estate Fund | November 2022

FHL SCA SICAV-RAIF
FHL Management Sàrl

The fund works to locate and purchase residential real estate assets throughout the UK, with the aim of renting them on long-term, inflation linked leases to providers of Specialised Supported Housing. The goal of the fund is to generate a return from renting the properties to housing providers, and in time to sell the properties to realise the profits in the increase value of the properties. The investment advisor is responsible for the entire investment process, including identifying the transactions, due diligence, tracking the assets and the exit strategy with the AIFM providing regulatory oversight.

Raising Capital

Psagot Value Italy Properties Investments
Psagot Investment House

The fund focuses on making investments in residential real estate, hotels and/or commercial real estate and offices in Italy, with an emphasis on Rome and Milan. The fund will work to improve them, mainly by changing the designation and/or conversion of the properties in favor of residences and hotels, via iAM Capital, the local partner who's responsible for the entire investment process - from identifying the transactions, due diligence, improving the properties to the exit strategy stage.

Raising Capital

Clayton, Dubilier & Rice Fund XII (CD&R)
Clayton, Dubilier & Rice

The fund is a buyout fund, investing mostly in medium-large companies in North America and Western Europe. The fund aims to generate value in the target companies by strategically combining financial skills with industry expertise. In addition, it aims to maximize returns through organic growth, driven by operational improvement and inorganic growth driven by mergers and acquisitions.

More Alternative Investments Fund by Clayton, Dubilier & Rice:
Clayton, Dubilier & Rice XI

Raising Capital

Carlyle Partners VIII
Carlyle Group

Private Equity Fund | September 2022

Carlyle Partners VIII
Carlyle Group

The fund often engages in buyout transactions, mainly through the acquisition of established companies with stable financial flow and development potential. The acquired companies are mostly companies in North America but also in Europe and Asia.
The purpose of the fund is to increase value through growth and/or efficiency, while relying on the experience of the group's professionals, the fund's partners and consultants.

More Alternative Funds by The Carlyle Group:
CDL Treaty Fund IV

Raising Capital

discliamer

  • The analyses published on this Website are based on data obtained by the analysis editor from fund managers which include answers to questionnaires provided to them, various documents provided by the fund on request, market and trading data from the trading systems, if any, and opinions that reflect the subjective point of view of the analysis editors alone, but which to not address the investment’s adequacy to the needs of a particular investor, or in general.
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