Maria Armental

1 week ago | wsj.com | Maria Armental

Neocol, which helps subscription-based businesses grow, is Shamrock’s first investment from its Clover strategy, which targets smaller dealsMay 7, 2025 7:00 am ET|WSJ ProInvestment firm Shamrock Capital is backing consulting company Neocol, betting on a business that helps companies with subscription-based revenue integrate the disruptive tide of artificial intelligence—including AI agents, which can automate complex tasks.

3 weeks ago | wsj.com | Maria Armental

The growth investment comes at a time of federal grant cuts besetting the services provider’s client baseApril 23, 2025 7:00 am ET|WSJ ProGrowth equity firm Summit Partners invested $55 million in Instrumentl, a startup that helps nonprofits and universities find and manage grants at a time when the U.S. government is overhauling how and how much federal money is distributed to align with President Trump’s priorities. Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved.

4 weeks ago | wsj.com | Maria Armental

Sixth Street Partners led a $63 million growth investment in Luma Financial Technologies, which offers a platform used by banks and financial advisers to build complex, structured investment products for clients. President Trump’s shifting U.S. tariff plans and the ensuing market tumult have turned a spotlight on companies like Luma that help wealth advisers quickly assess performance and options for their clients. The go-to source for all things private equity.

1 month ago | wsj.com | Maria Armental

The investment bank’s asset management arm sees robust demand for co-investment capital, particularly to co-underwrite dealsApril 14, 2025 6:30 am ET|WSJ ProMorgan Stanley Investment Management, the asset-management arm of investment bank Morgan Stanley, collected just over $2.3 billion to invest alongside other managers in small companies. The fundNorth Haven Private Equity Co-Investment Opportunities Fund III, or PECO III, closed at its hard cap with about $2.3 billion in commitments.

1 month ago | wsj.com | Maria Armental |Laura Kreutzer

U.S. private-equity exits and their total value rose in the first quarter compared with a year ago, but recent market volatility puts that momentum at riskApril 14, 2025 12:01 am ET|WSJ ProWild stock-market swings related to tariffs threaten to upend private equity’s plans to exit from investments as the industry sits on a backlog of more than 12,000 U.S. companies, including about 3,800 that have been held for five to 12 years, according to research firm PitchBook Data.