Blue Owl Capital related stories
All articles and analysis
Side Letter: Kedaara grows, Carlyle's China view, VC boost for UC RegentsCarlyle's Asia chairman on where they will list their portfolio companies, how domestic Indian managers grew up, how VC performed amid covid, and more. Here's today's brief, for our valued subscribers only.
The new playbook: How private equity fell in love with sportA combination of rising valuations, a need for liquidity and a highly fragmented industry has turned investing in sport into an attractive bet.
Side Letter: OpEx winners, Silver Lake's long hold, placement agent launch, Nordic's €6.1bnThere's a lot on the docket this morning: Silver Lake's long-term deal with Khaldoon Al Mubarak; the winners of this year's OpEx awards; a new placement firm; Nordic's big GP commitment; robust global buyout volumes, says Refinitiv; Providence's next gen. Here's today's brief, for our valued subscribers only.
Side Letter: Carlyle on resilience, UBS on bargains, deeper into Dyal's NBA playWe will soon see more private equity investment in sports franchises; that's what our team is hearing as they research an upcoming deep dive on the subject. In the meantime, we have some more details on Dyal's entry into that industry. Plus: the window for bargains came and went, more on the development of "natural capital", and Carlyle's impact head on operational resilience. Here's today's brief, for our valued subscribers only.
Side Letter: Giant Australian PE portfolio sale, Dyal fundraising, how to write a pitch deckMore detail on Aussie Future Fund's multi-billion PE portfolio sale. Plus: Dyal's fundraising prowess; Archimed's US expansion; ILPA gets out to vote; and how to write a pitch deck. Here's today's brief, for our valued subscribers only.
Side Letter: Remote fund commitments, Dunkin' Dyal, SoftBank bruisedSo much for the "new normal" of remote working; LPs seem unlikely to make commitments to any new manager without sitting down and breathing the same air. Here's today's brief for our valued subscribers only.
Side Letter: Clearlake's $7bn, Investcorp's GP interests unit, Brookfield's retail rescueWith $7bn committed and a flexible mandate Clearlake is sitting pretty. Plus: LP appetites, Investcorp's GP interest business and Brookfield's PE-RE play. Here’s today's brief, for our valued subscribers only.
Side Letter: Dyal gets dialled, NJ ups allocation, Fortress OzNew Jersey has jacked up its PE allocation, while GPs are looking to jack up their investment capabilities. Here’s today's brief, for our valued subscribers only.
Dyal: GPs are using stake sale proceeds to capitalise on dislocationA number of GPs are using flush balance sheets to seed their own distressed debt funds, according to firm head Michael Rees.
Side Letter: Blackstone on coronavirus, KKR on reputation, Dyal's liquidity plansHow Blackstone views Covid-19 and how PPMs are changing to reflect the outbreak. Plus: Dyal considers liquidity and KKR is considering the industry's reputation. Here’s today's brief, for our valued subscribers only.