Bloomberg News
In June 2011 I became a reporter at Bloomberg News. Currently I'm a member of the team covering the private equity industry, and formerly I was a member of the team covering telecommunications, from Bloomberg L.P.'s headquarters in New York. I've also contributed stories to Bloomberg Businessweek and Bloomberg Markets and appeared on Bloomberg Television.
Following are stories that are available to non-customers of the Bloomberg Professional service. Last updated September 2013.
Dell Leveraged Buyout, 2013
"Icahn Has $5.2 Billion in Financing to Back Dell Proposal" - July 1, 2013 (Businessweek) with Aaron Ricadela
"Icahn Urges Dell to Commence $14-a-Share Tender Offer" - June 19, 2013 (Businessweek)
"Southeastern Says Blackstone, Icahn Dell Offers Superior" - April 9, 2013 (Businessweek) with Charles Stein
Exclusive: "Silver Lake's Ties to Dell Help Firm Land Lead LBO Role" - Feb. 5, 2013 (Businessweek) with Peter Burrows
Exclusive: "Carlyle's Rubenstein Says Many Large LBOs Don't Succeed" - Jan. 24, 2013 (Businessweek)
"Bain's Pagliuca Says LBO Good for Dell Transformation" - Jan. 23, 2013 (Businessweek)
Exclusive: "Dell LBO to Test Market's Appetite for Return to Boom Era" - Jan. 15, 2013 (Businessweek) with David Carey
Private Equity and Retail Investors
"Blackstone Starts Mutual Fund to Win Individual Investors" - July 16, 2013 (Businessweek)
"Schwarzman Says Blackstone Starting Mutual Fund in Push" - June 12, 2013 (Businessweek)
Exclusive: "Would You Like Some Private Equity in Your 401(k)?" - April 4, 2013, with Margaret Collins for Bloomberg Businessweek
Exclusive: "KKR to Carlyle Target $3.6 Trillion in 401(k)s Accounts" - April 4, 2013 (Businessweek) with Margaret Collins
"Carlyle Allows Investors in New Fund With $50,000 Minimum" - March 12, 2013 (Businessweek)
Exclusive: "Carlyle's Rubenstein Sees Small Investors Entering Funds" - Oct. 1, 2012 (Businessweek)
Carlyle Group ($CG) Initial Public Offering, 2012
"Carlyle Falls Below Offer Price as Rubenstein Plan Fails" - May 9, 2012 (Businessweek)
"Carlyle Little Changed in Trading Debut After Price Cut" - May 3, 2012 (Businessweek) with Lee Spears
"Carlyle Founders' Stakes Valued at $1 Billion Post-IPO" - May 3, 2012 (Businessweek)
Exclusive: "Rubenstein Said to Tell Investors Carlyle Is a Discount" - April 26, 2012 (Businessweek) with Cristina Alesci
Exclusive: "Carlyle Top Executives Hit the Road to Pitch Shares to Investors" - April 17, 2012 (Businessweek) with Saijel Kishan
"Carlyle Founders' Stakes May Be Worth as Much as Rivals' at KKR" - April 17, 2012 (Businessweek) with Jason Kelly
"Carlyle Seeks IPO That Would Value Firm Below Blackstone" - April 16, 2012 (Businessweek) with Lee Spears and Cristina Alesci
"Carlyle Is Said to Seek Up to $762.5 Million in Initial Offering" - April 16, 2012 (Businessweek) with Cristina Alesci
(Professional Service access) "Carlyle Carry Funds Gained 9% in First Quarter as Markets Rose" - April 10, 2012
Exclusive: "Carlyle's Owners Said to Keep Stakes in Public Offering" - April 10, 2012 (Businessweek)
Exclusive: "Carlyle's Owners Get a Pre-IPO Payday" - March 15, 2012, with Cristina Alesci and Miles Weiss for Bloomberg Businessweek
"Carlyle Repays Debt Sold to Abu Dhabi for Pre-IPO Payout" - March 15, 2012 (Businessweek) with Miles Weiss
Exclusive: "Carlyle Owners Took $398.5 Million Payout With Debt Before IPO" - March 13, 2012 (Businessweek) with Cristina Alesci
and Miles Weiss
Exclusive: "Carlyle Said to Lower Fees for New Buyout Fund in Advance of IPO" - Feb. 16, 2012 (Businessweek) with Cristina Alesci
and Sabrina Willmer
"Rubenstein Says Benefit of Carlyle IPO Is 'Liquefying' Stake" - Feb. 1, 2012, with Cristina Alesci
"Carlyle Promotions Show Diversification as Firm Prepares IPO" - Jan. 24, 2012 (Businessweek)
"Carlyle Group Founders Received $413 Million Last Year Before Planned IPO" - Jan. 11, 2012 (Businessweek) with Cristina Alesci
"Carlyle Said to Return Record $15 Billion Ahead of Going Public" - Dec. 27, 2011 (Businessweek)
Oaktree Capital Group ($OAK) Initial Public Offering, 2012
Exclusive: "Oaktree's Marks Says Share Sale Was Humbling Experience" - May 7, 2012 (Businessweek) with Sheila Dharmarajan
"Oaktree Falls in Debut of Trading After Raising Less Than Sought" - April 12, 2012 (Businessweek) with Lee Spears
Exclusive: "Oaktree Raises $380.2 Million in IPO at Bottom of Range" - April 12, 2012 (Businessweek) with Lee Spears
"Oaktree Tests Private-Equity IPO Appeal as Carlyle Looms" - April 10, 2012 (Businessweek) with Jason Kelly
"Marks's Oaktree Files to Raise Up to $517.5 Million in IPO" - March 30, 2012 (Businessweek) with Zijing Wu
and Anne-Sylvaine Chassany
Private Equity in Energy
"Carlyle Adds Energy Deal Makers for Global Investments" - May 2, 2013 (Businessweek)
Exclusive: "KKR Said to Seek $1.5 Billion for Energy Investment Fund" - March 27, 2013 (Businessweek) with Sabrina Willmer
Exclusive: "EnCap Exceeds Target With $5 Billion for Energy Fund" - Feb. 1, 2013 (Businessweek)
"Carlyle Deal to Buy TCW Group Cleared of EIG Opposition" - Jan. 16, 2013 (Businessweek)
"Carlyle Group Acquires $424 Million Stake in NGP Energy" - Dec. 20, 2012 (Businessweek)
"GIP Closes Largest Infrastructure Fund With $8.25 Billion" - Oct. 2, 2012 (Businessweek)
"Warburg Pincus Leads $1.1 Billion Investment in Energy Startup" - May 22, 2012 (Businessweek)
Exclusive: "Blackstone Seeks 'Early-Stage' Energy Assets, Foley Says" - April 26, 2012 (Businessweek) with Cristina Alesci
"KKR Teams Up With Chesapeake to Invest $250 Million" - March 6, 2012
"Apollo Global Chases KKR in Energy With $7.15 Billion Deal" - Feb. 25, 2012 (Businessweek) with Cristina Alesci
"Apollo-Led Group Buys El Paso Oil and Gas Unit for $7.15 Billion" - Feb. 24, 2012 (Businessweek) with Cristina Alesci
"KKR Tops Private Equity Deal Makers in 2011 With Samson Purchase" - Jan. 12, 2012 (Businessweek)
"KKR Will Acquire Samson Investment for $7.2 Billion in Year's Biggest LBO" - Nov. 23, 2011 (Businessweek) with Cristina Alesci
"KKR Hires RPM's Farley, Rockecharlie to Grow Oil and Gas Investments" - Nov. 1, 2011
Private Equity in Real Estate
"Fortress Said to Hire BofA's Mortgage Chief Nierenberg" - Sept. 12, 2013 (Businessweek) with Hugh Son
Bloomberg Television: "Blackstone's Hilton Files for $1.25B IPO" - Sept. 12, 2013
Exclusive: "Property Crushes Hedge Funds in Alternative Markets" - July 10, 2013, for Bloomberg Markets (PDF)
Exclusive: "Apollo Said to Get $200 Million Deutsche Bank Loan to Buy Homes" - June 7, 2013, with John Gittelsohn
"KKR to Buy U.K. Retail in First European Real Estate Deal" - June 6, 2013 (Businessweek) with Patrick Gower
(Professional Service access) Exclusive: "Shapiro Says GTIS Actively Buying Homes in Best Time for Buyers" - April 15, 2013
Exclusive: "Apollo Real Estate Said to Seek Sale of Manila Office Towers" - March 26, 2013 (Businessweek) with Pooja Thakur
Exclusive: "KKR Said to Debut Real Estate Fund With $500 Million" - March 13, 2013 (Businessweek) with Sabrina Willmer
Exclusive: "Blackstone Said to Seek at Least $2 Billion for Asia Fund" - Dec. 10, 2012 (Businessweek) with Hui-yong Yu
(Professional Service access) "Blackstone's James Says It's 'Great Time' for Real Estate Deals" - Dec. 5, 2012
Exclusive: "Norway Wealth Fund to Spend $11B Adding U.S. Real Estate" - Dec. 1, 2012 (Businessweek)
"Blackstone Venture Said to Sell Debt for Extended Stay" - Nov. 15, 2012 (Businessweek) with Hui-yong Yu
(Professional Service access) "KKR to Seek Capital to Expand Real Estate Business, Nuttall Says" - Sept. 11, 2012
"Blackstone's Gray Gives University of Pennsylvania $25 Million" - May 8, 2012 (Businessweek)
"Blackstone's Gray Joins Board as Real Estate Rises to 71% of Firm's Profit" - Feb. 24, 2012 (Businessweek)
Private Equity in Insurance
"KKR to Buy Claims-Technology Maker Mitchell From Aurora" - Sept. 5, 2013 (Businessweek)
"KKR Hires Former Willis CEO Joseph Plumeri as Senior Adviser" - Aug. 19, 2013, with Noah Buhayar
Bloomberg Television: "Blackstone Seeks Stake in Goldman's UK Insurer" - Aug. 19, 2013
"Blackstone Said in Talks to Buy Stake in Goldman's U.K. Insurer" - Aug. 18, 2013 (Businessweek) with Peter Eichenbaum
"Hellman & Friedman to Buy Insurance Broker Hub" - Aug. 5, 2013 (Businessweek) with Noah Buhayar and David Carey
"Madison Dearborn to Buy NFP in Deal Valued at $1.3 Billion" - April 15, 2013
"Onex Agrees to Buy USI From Goldman Fund for $2.3 Billion" - Nov. 26, 2012 (Businessweek) with Sean B. Pasternak
"KKR Agrees to Buy Blackstone-Owned Alliant Insurance Services" - Nov. 23, 2012 (Businessweek)
"Black's Apollo Increases Insurance Bet With $415 Million Deal" - July 13, 2012 (Businessweek)
Private Equity in Shipping
Bloomberg Television: "KKR Forms $580M Maritime Lender Using Balance Sheet" - Aug. 20, 2013
"KKR Forms $580 Million Maritime Lender With Balance Sheet" - Aug. 20, 2013 (Businessweek)
Exclusive: "Wilbur Ross to Put $1 Billion More in Distressed Ships" - March 28, 2013 (Businessweek)
Exclusive: "WL Ross Said to Seek $500 Million for Transportation Fund" - March 13, 2013 (Businessweek) with Sabrina Willmer
Exclusive: "Billionaire Ross Says Shipping Rout Attracts More Private Equity" - Sept. 13, 2012 (Businessweek) with Alaric Nightingale
Private Equity and the 2012 U.S. Election
"Oaktree's Kirchheimer Says Carried Interest Tax to Rise" - Nov. 14, 2012 (Businessweek)
"Rubenstein Sees Carried Interest on Table Post Election" - Nov. 8, 2012 (Businessweek)
Exclusive: "CEOs Back Deficit Deal as Obama Fails, Says Wilbur Ross" - Oct. 26, 2012 (Businessweek) with Maryam Nemazee
Exclusive: "Romney Should Highlight Work With Troubled Companies, Thoma Says" - Sept. 21, 2012 (Businessweek)
Exclusive: "Romney's LBO World Is Boys' Club With Few Top Women" - Aug. 31, 2012 (Businessweek)
"Bain Under Romney Earned 3.5 Times Capital, PeHUB Says" - Aug. 16, 2012 (Businessweek)
Blog: "Ross: Private-Equity Rhetoric Hurts" - July 23, 2012
Blog: "Private Equity's 'Miserable' Defense" - June 26, 2012
Blog: "Levy: Obama Needs McDonald's Fundraiser for Wall Street" - June 20, 2012
Blog: "Trading Obama, Clinton for Romney" - June 12, 2012
Blog: "Clinton: Romney's 'Sterling' Career" - June 1, 2012
Blog: "Romney's Bain Stain" - May 14, 2012
(Professional Service access) "Buyout Returns 'Not Enough' as Image Tarnished, Rubenstein Says" - April 10, 2012, with Doug Alexander
Exclusive: "THL's Sperling Says New U.S. Regulations Weighing on Wall Street" - March 22, 2012 (Businessweek) with Cristina Alesci
"Bain Says Its Companies Created 'Hundreds of Thousands of Jobs'" - March 14, 2012 (Businessweek) with Cristina Alesci
Exclusive: "Pension Funds Get Queasy Over Private Equity" - Feb. 9, 2012, with Cristina Alesci for Bloomberg Businessweek
Exclusive: "Blackstone's James Says Anti-Romney Ads Hurt Private Equity" - Feb. 7, 2012 (Businessweek)
Exclusive: "Romney May Cost Private Equity as Pensions Warn of Backlash" - Jan. 27, 2012 (Businessweek) with Cristina Alesci
Exclusive: "Gingrich Paid $60,000 for Speech Praising Private Equity" - Jan. 18, 2012 (Businessweek) with Lisa Lerer and Erik Schatzker
Private Equity, Retired Generals and Military Veterans
Blog: "Private Equity's Dueling Generals -- Clark Sees 'Opportunity'" - June 20, 2013
"Blackstone Hires Former NATO Commander Clark as Adviser" - June 19, 2013 (Businessweek)
"KKR Hires Ex-CIA Chief Petraeus to Lead Firm's New Unit" - May 30, 2013 (Businessweek)
Exclusive: "KKR Said to Discuss Hiring Former CIA Director Petraeus" - April 30, 2013 (Businessweek)
"Schwarzman Says Firm's Holdings to Hire 50,000 Veterans" - April 30, 2013 (Businessweek)
"KKR to Promote Hiring of U.S. Veterans at Firm's Buyout Holdings" - Nov. 10, 2011 (Businessweek)
More Private Equity News
Exclusive: "Ares Founders Follow Drexel Roots to Biggest Acquisition" - Sept. 10, 2013 (Businessweek)
"Oaktree's Marks Says Average Hedge Funds to Cut Fees" - Sept. 9, 2013 (Businessweek)
Exclusive: "Providence Said to Lose Two Executives From European Team" - Sept. 4, 2013 (Businessweek) with Kiel Porter
Bloomberg Television: "Apollo Q2 Profit Surges on Incentive Fees" - Aug. 8, 2013
"Apollo Second-Quarter Profit Surges on Incentive Fees, Exits" - Aug. 8, 2013
Bloomberg Television: "Carlyle Swings to Q2 Profit as Funds Appreciate" - Aug. 7, 2013
"Carlyle Swings to Second-Quarter Profit as Funds Gain" - Aug. 7, 2013 (Businessweek)
"Oaktree Second-Quarter Profit More Than Doubles on Fees" - Aug. 6, 2013 (Businessweek)
Bloomberg Television: "Private Equity Says Now Is a Time to Sell" - Aug. 2, 2013
Exclusive: "Fortress to Blackstone Say Now Is Time to Sell on Surge" - Aug. 2, 2013 (Businessweek)
Bloomberg Television: "Fortress 2Q Profit Triples, Highest Since 2007" - Aug. 1, 2013
"Fortress Second-Quarter Profit Triples on Hedge-Fund Fees" - Aug. 1, 2013 (Businessweek)
"KKR Second-Quarter Profit Fell 75% as Holdings Growth Slowed" - July 26, 2013
"KKR's Public Markets Chief Sonneborn Steps Down From Firm" - July 23, 2013 (Businessweek) with Cristina Alesci
"Blackstone Second-Quarter Profit Triples as Fees Rise" - July 18, 2013 (Businessweek)
"Highbridge Names Kapnick CEO as KKR Hires President Builione" - July 12, 2013
"Carlyle Group's Carry Funds Gained 3% in Second Quarter" - July 8, 2013 (Businessweek)
"Colony's Tom Barrack Takes Over Miramax After Nanula Resigns" - July 8, 2013 (Businessweek)
"Brookfield Names Craig Noble Chief of Public Markets Unit" - July 8, 2013 (Businessweek)
Exclusive: "TPG Said Near Deal to Purchase Envision Pharmaceutical" - July 7, 2013 (Businessweek)
Exclusive: "Apollo Said to Raise $6.8 Billion in LBO Fund First Close" - July 3, 2013 (Businessweek) with Cristina Alesci
Exclusive: "Carlyle Sees LBO Fund Commitments Exceeding $10B Target" - July 3, 2013 (Businessweek) with Sabrina Willmer
Exclusive: "Providence's Halpin Said to Join NFL on Smaller Fundraise" - July 1, 2013 (Businessweek)
"Thoma Bravo to Buy Financial Services Unit From Intuit" - July 1, 2013 (Businessweek) with Aaron Ricadela
"Pagliuca Says Shale Boom Will Lead U.S. Recovery as Rates Rise" - June 27, 2013 (Businessweek)
Exclusive: "Thomas H. Lee Managing Director Hermann Departs From Firm" - June 20, 2013 (Businessweek)
Blog: "Private Equity's Dueling Generals -- Clark Sees 'Opportunity'" - June 20, 2013
(Professional Service access) "Buyout Firms Holding $116 Billion in 'Zombie' Funds, Preqin Says" - June 13, 2013
"Blackstone's Dionne Said to Leave for Harvard Project" - June 10, 2013 (Businessweek)
Exclusive: "Blackstone's Schwarzman Gives U.S. Economy 'Good Grade'" - June 7, 2013 (Businessweek)
"Carlyle to Sell Shares as Calpers Seeks to Exit 4% Stake" - June 4, 2013 (Businessweek) with David Carey
"Carlyle Buys Remaining 40% of AlpInvest as It Diversifies" - June 3, 2013
Exclusive: "Apollo Beats KKR to Carlyle After Rally" - May 22, 2013 (Businessweek)
"Carlyle's First-Quarter Profit Rises 0.5% on Portfolio Gains" - May 9, 2013
"Oaktree First-Quarter Profit Triples as Fees Increase" - May 7, 2013 (Businessweek)
"Apollo First-Quarter Profit Rises 76% as Holdings Gain" - May 6, 2013 (Businessweek)
"Nielsen to Sell Expositions Unit to Onex for $950 Million" - May 6, 2013 (Businessweek)
Exclusive: "TPG Capital, Warburg Said to Explore Neiman Marcus Exit" - May 6, 2013 (Businessweek) with Cristina Alesci and David Welch
"Blackstone Shares Jump Most in Three Months on Expansion" - May 3, 2013 (Businessweek)
"Fortress First-Quarter Profit Rises 75% as Markets Lift Fees" - May 2, 2013
Exclusive: "Apollo Said to Near $5 Billion Closing for Buyout Fund" - May 1, 2013 (Businessweek) with Cristina Alesci and Sabrina Willmer
"Black's Apollo 'Selling Everything' After Deal Prices Rise" - April 30, 2013, with David Carey
Exclusive: "THL's Sperling Says Deal Makers Cautious in Economy" - April 30, 2013 (Businessweek)
(Professional Service access) Exclusive: "KKR Benefiting as Low Interest Rates Cut Costs, Rowbottom Says" - April 30, 2013
(Professional Service access) Exclusive: "Pritzker Group Says Firm Plans to Invest $1.25 Billion by 2018" - April 29, 2013
"Ex-Drexel's Spurge Heads Firm to Back Women-Run Companies" - April 26, 2013 (Businessweek)
"KKR Profit Falls 82% as Buyout Portfolio Trailed Markets" - April 26, 2013
"Caesars Forms Venture With $500 Million From Apollo, TPG" - April 23, 2013 (Businessweek) with James Callan
"Blackstone Says 'Anemic' Economy May Drag on Investing" - April 18, 2013 (Businessweek)
"Carlyle Funds Gained 7% in First Quarter as Markets Rose" - April 8, 2013 (Businessweek)
"Carlyle Group's Founders Get at Least $135 Million Each" - March 15, 2013 (Businessweek)
"Gardner Denver to Sell Itself to KKR for $3.7 Billion" - March 8, 2013 (Businessweek) with Brooke Sutherland
"Blackstone's Tom Hill Sells $19 Million as Stock Advances" - March 8, 2013 (Businessweek)
"Artisan Partners Jumped After Pricing Initial Offer Above Range" - March 7, 2013 (fuller version) with Lee Spears
"Artisan Partners Raises $332 Million Pricing IPO Above Range" - March 6, 2013 (Businessweek)
"Artisan Makes Second Run at IPO With Dow at Record" - March 6, 2013 (Businessweek)
"Blackstone's Coleman Sees Opportunity in Sequestration" - March 4, 2013 (Businessweek)
"Carlyle Gets $150 Million From Indiana for Custom Fund" - March 4, 2013 (Businessweek)
"Blackstone's Schwarzman Got $213.3 Million as Profit Rose" - March 2, 2013 (Businessweek)
"Apollo Chief Black Got $125 Million as Payout Increased" - March 1, 2013 (Businessweek)
"Carlyle-Led Group Buys China Hotel Chain for $688 Million" - March 1, 2013 (Businessweek)
"Fortress Says Its Profit More Than Doubles on Higher Fee Income" - Feb. 27, 2013 (Businessweek)
Exclusive: "Carlyle's Rubenstein Sees 'Much More' Buyout Money This Year" - Feb. 26, 2013 (Businessweek) with Annette Weisbach
Exclusive: "Morgan Stanley's Chappuis Leaves for Carlyle, Lev Takes Role" - Feb. 25, 2013 (Businessweek) with Michael J. Moore
"KKR's Kravis, Roberts Made at Least $137 Million in 2012" - Feb. 23, 2013 (Businessweek)
"Carlyle Falls Most Since May as Earnings Miss Estimates" - Feb. 21, 2013 (Businessweek)
Exclusive: "Three Billionaires Join Buffett for Heinz Deal" - Feb. 14, 2013 (Businessweek)
"Oaktree Reports Fourth-Quarter Profit on Gains From Investments" - Feb. 14, 2013 (Businessweek)
"Nasdaq Said to Have Held Talks With Carlyle About Buyout" - Feb. 11, 2013 (Businessweek) with Whitney Kisling
"Apollo Global Says Profit More Than Doubles on Exits" - Feb. 8, 2013 (Businessweek)
"KKR's Fourth-Quarter Profit Rises 49% as Holdings Climb" - Feb. 7, 2013 (Businessweek)
Exclusive: "KKR Mezzanine Head Goltz Departs Firm After 18 Years" - Feb. 4, 2013 (Businessweek)
"Blackstone Fourth-Quarter Profit Rises on Market Gains" - Jan. 31, 2013 (Businessweek)
"Canada Pension Joins KKR Venture to Invest Up to $2 billion" - Jan. 17, 2013, with Doug Alexander
Exclusive: "TPG Starts Venture to Invest $100 Million in New Media" - Jan. 14, 2013 (Businessweek)
Exclusive: "Oaktree Said to Pay Some Bonuses Early as Tax Hike Looms" - Dec. 21, 2012 (Businessweek) with Erik Schatzker
"Cerberus to Sell Gunmaker Freedom After School Massacre" - Dec. 18, 2012 (Businessweek) with David Carey and Cristina Alesci
Exclusive: "Cerberus Founder Feinberg's Father Is Resident of Newtown" - Dec. 18, 2012 (Businessweek) with Cristina Alescia
and Freeman Klopott
"SeaWorld Said to Choose Goldman Sachs, JPMorgan for 2013 IPO" - Dec. 14, 2012, with Lee Spears
Blog: "Schwarzman Hopes to Hold James" - Dec. 12, 2012
Exclusive: "Warburg Said to Hire Goldman Sachs to Sell Bausch & Lomb" - Dec. 12, 2012 (Businessweek) with Jeffrey McCracken
and Albertina Torsoli
(Professional Service access) "Blackstone's New Says Retail Investors Seeking Leveraged Loans" - Dec. 11, 2012
Blog: "Rubenstein: Markets Expect No Cliff" - Dec. 10, 2012
"Billionaire George Roberts Gives Claremont McKenna $50 Million" - Dec. 5, 2012 (Businessweek)
"Oaktree's 15% Returns Target Is Lowest Ever, Marks Says" - Dec. 4, 2012 (Businessweek)
Exclusive: "Carlyle Said to Seek 3 Billion Euros for Next Europe Fund" - Dec. 3, 2012 (Businessweek) with Sabrina Willmer
Exclusive: "Springer Science Said to Draw Bertelsmann, KKR, Carlyle" - Nov. 22, 2012 (Businessweek) with Aaron Kirchfeld
Exclusive: "KKR Leads Firms Into Junk Sales as Buyouts Slide" - Nov. 21, 2012 (Businessweek) with Lisa Abramowicz
Exclusive: "Rubenstein Says Returns Will Fall as Economy Struggles" - Nov. 12, 2012 (Businessweek)
"Apollo Has Third-Quarter Profit as Holdings Gain in Value" - Nov. 9, 2012 (Businessweek) with Saumya Vaishampayan
"Carlyle Has $203.6 Million Profit as Holdings Increase" - Nov. 8, 2012 (Businessweek) with Saumya Vaishampayan
"Oaktree Has Third-Quarter Profit as Assets, Fees Increase" - Nov. 6, 2012 (Businessweek)
Exclusive: "Billionaire Kravis-Led Fund Has $35 Million for New York" - Nov. 5, 2012 (Businessweek) with Devon Pendleton
"Fortress Third-Quarter Profit Rises 49% on Incentive Income" - Nov. 2, 2012 (Businessweek) with Saumya Vaishampayan
"Berkshire to Buy Oriental Trading as Buffett Bets on Toys" - Nov. 2, 2012 (Businessweek) with Noah Buhayar
"Artisan Partners Plans to Raise Up to $250 Million in IPO" - Nov. 1, 2012 (Businessweek)
"KKR Has $487 Million Profit as Holdings Gain in Value" - Oct. 26, 2012 (Businessweek) with Saumya Vaishampayan
Exclusive: "Deals 50% Below Peak as CEOs Show Caution, Gogel Says" - Oct. 25, 2012 (Businessweek) with Jason Kelly
"Blackstone President Says Collusion Suit Is Fabrication" - Oct. 18, 2012 (Businessweek) with Saumya Vaishampayan
Exclusive: "Carlyle Said to Sell Sequa Auto Unit to Jordan for $400 Million" - Oct. 17, 2012 (Businessweek)
"Blackstone, KKR, Bain Accused of Agreeing Not to Compete" - Oct. 11, 2012 (Businessweek) with Don Jeffrey
"Bain Capital Buys Apex Tool Group for $1.6 Billion" - Oct. 10, 2012 (Businessweek) with David Risser
"Apollo Taking Berry Plastics Public With Twice the Debt of Peers" - Oct. 3, 2012 (Businessweek) with Lee Spears
"Platinum Buys BWAY From Madison Dearborn for $1.2 Billion" - Oct. 2, 2012 (Businessweek)
"Minority-Owned Private-Equity Firms Beat Buyout Titans in Study" - Oct. 1, 2012
Exclusive: "Silver Lake Won't Follow Rivals With IPO, Hutchins Says" - Sept. 27, 2012 (Businessweek) with Stephanie Ruhle
"Providence Equity Said to Sell Stake in Firm to Investors" - Sept. 25, 2012 (Businessweek)
"Carlyle Names Goldman's Mancini Co-Head of Infrastructure" - Sept. 17, 2012 (Businessweek)
"Veritas Capital Chairman McKeon Takes Own Life at Age 58" - Sept. 14, 2012 (Businessweek) with David McLaughlin
Exclusive: "Carlyle's Carve-Outs Are Back in Fashion" - Sept. 6, 2012, with Jason Kelly and Cristina Alesci for Bloomberg Businessweek
"Hudson's Bay Said to Plan IPO That May Raise $505 Million" - Sept. 5, 2012 (Businessweek) with Zachary R. Mider
Exclusive: "Carlyle Is Busiest Buyout Firm as Castoffs Find a Home" - Aug. 30, 2012 (Businessweek) with Jason Kelly and Cristina Alesci
"Thoma Bravo Buys Software Company Deltek for $1.1 Billion" - Aug. 27, 2012 (Businessweek) with James Callan
"Carlyle Buys Getty Images From Hellman & Friedman" - Aug. 15, 2012 (Businessweek) with Cristina Alesci and Anne-Sylvaine Chassany
"Oaktree Swings to Second-Quarter Profit as Assets Climb" - Aug. 7, 2012 (Businessweek) with Sabrina Willmer
"Apollo Global's Profit Falls 84% on Decline in Holdings" - Aug. 2, 2012 (Businessweek) with Jason Kelly
"Fortress Second-Quarter Profit Rises on Private Equity" - Aug. 2, 2012 (Businessweek) with Sabrina Willmer
Blog: "John Roberts' Role in KKR's Profits" - July 27, 2012
"KKR's Second-Quarter Profit Doubles on Portfolio Gains" - July 27, 2012 (Businessweek)
Bloomberg Television: "Ancestry.com Said to Be in Buyout Talks" - July 25, 2012
"Ancestry.com Jumps as Much as 20% on Buyout-Talks Report" - July 25, 2012 (Businessweek) with Mark Milian
"Blackstone Second-Quarter Profit Drops 74% as Fees Fall" - July 19, 2012 (Businessweek)
(Professional Service access) "Kravis Says Asia Growth Slowing While KKR Raises Dedicated Fund" - July 18, 2012
(Professional Service access) "Blackstone Promotes Joseph Baratta to Head Global Private Equity" - July 18, 2012, with Jason Kelly
Exclusive: "KKR Seeks to Invest at Least $500 Million in Europe Deals" - July 18, 2012 (Businessweek) with Cristina Alesci
(Professional Service access) "Oaktree's Marks Says ECB Cuts Take Pressure Off European Banks" - July 12, 2012
"Apollo Names Martin Kelly Finance Chief as Donnelly Quits" - July 9, 2012
Exclusive: "Fortress Managing Director Van Zijl Departs After 2 Years" - June 26, 2012 (Businessweek) with Bradley Keoun
"Bain Said to Pay $1 Billion for 50% of Japanese TV Firm" - June 22, 2012 (Businessweek)
"KKR Raises $3 Billion for Firm's Second Asia Buyout Fund" - June 22, 2012 (Businessweek)
(Professional Service access) "Palico Has Goal of 3,000 Members in Three Years" - June 20, 2012, for Bloomberg Private Equity Brief
"KKR Finds LBO Boom Salvation in U.K. Sale to Walgreen" - June 19, 2012 (Businessweek) with Jason Kelly and Anne-Sylvaine Chassany
(Professional Service access) "Greek Election Will Postpone European Recovery, Novogratz Says" - June 18, 2012
(Professional Service access) "Carlyle Refinancing European Companies Amid Crisis, COO Says" - June 12, 2012
(Professional Service access) "Europe Needs Scary Event to Spur Distressed Returns, Marks Says" - June 12, 2012
Exclusive: "EQT Said to Be Near $2.5 Billion Deal to Acquire BSN" - June 9, 2012 (Businessweek) with Aaron Kirchfeld
"KKR Cutting Costs at European Companies Amid Crisis" - June 6, 2012 (Businessweek)
"Apollo Global Real Estate Chief Azrack May Leave Post Next Year" - June 5, 2012 (Businessweek)
"Thomas H. Lee Partners Buys Party City for $2.69 Billion" - June 5, 2012 (Businessweek) with Cristina Alesci
(Professional Service access) "Wilbur Ross Says U.S. on Verge of Recession as Jobless Rate Rose" - June 4, 2012
"Goldman Sachs, P2 Funds to Buy Interline for $1.1 Billion" - May 29, 2012 (Businessweek)
"Thomas H. Lee's Schoen Leaves Buyout Firm After 26 Years" - May 25, 2012 (Businessweek)
(Professional Service access) "Alliance Boots Seeks Merger for KKR-Backed Company, Pessina Says" - May 24, 2012
"Carlyle Group Profit Falls 26% on Lower Performance Fees" - May 15, 2012 (Businessweek)
"Carlyle's Rubenstein Seeks to Raise Funds for Deal Pickup" - May 15, 2012 (Businessweek) with Jason Kelly
"Oaktree Reports First-Quarter Profit as Expenses Decline" - May 10, 2012 (Businessweek)
"Fortress to Shut Commodities Fund After 13% Loss This Year" - May 10, 2012, with Chanyaporn Chanjaroen
"Apollo Global Rises Most in Five Months as Profit Gains" - May 8, 2012 (Businessweek)
"Blackstone Said Close to Managed Account Deal for Calpers" - May 4, 2012 (Businessweek)
"Fortress First-Quarter Profit Falls on Hedge Fund Fees" - May 3, 2012 (Businessweek)
"P.F. Chang's to Be Bought by Centerbridge for $1.1 Billion" - May 1, 2012 (Businessweek) with Leslie Patton
"KKR Profit Rises 4.6% on Gains in Private-Equity Holdings" - April 27, 2012 (Businessweek)
"Thomson Reuters to Sell Health-Care Unit for $1.25 Billion" - April 23, 2012 (Businessweek) with Edmund Lee
"KSL Tops Apollo's Offer for Great Wolf in Escalating Fight" - April 19, 2012 (Businessweek)
"Blackstone First-Quarter Profit Falls on Performance Fees" - April 19, 2012 (Businessweek) with Jason Kelly
"Apollo Raises Great Wolf Offer to $7 a Share, Matching KSL" - April 18, 2012 (Businessweek) with Will Robinson
(Professional Service access) "Fortress Paid Ex-Fannie Chief Mudd $4.6 Million Before Departure" - April 13, 2012
"Huntsman Gay Global CEO Is Said to Depart for Mormon Church" - April 2, 2012 (Businessweek)
"Michaels Files to Raise $500 Million in Initial Offering" - March 30, 2012 (Businessweek) with Lauren Coleman-Lochner
(Professional Service access) "Apollo Global's Berry Plastics Files for $500 Million IPO" - March 23, 2012, with Anjelica Tan
Exclusive: "Great Wolf Chief Calls $703 Million Apollo Deal 'Compelling'" - March 21, 2012 (Businessweek)
"Apollo Fund Buys Irish Credit Card Unit From Bank of America" - March 21, 2012
"Apax Is Said to Hold First Close for $11.9 Billion Buyout Fund" - March 20, 2012 (Businessweek) with Anne-Sylvaine Chassany
"AboveNet Agrees to Be Bought by Zayo Group for $2.2 Billion" - March 19, 2012 (Businessweek) with Ville Heiskanen
"Nardelli Leaves Cerberus Capital Post to Focus on Own Firm" - March 9, 2012 (Businessweek)
"Apollo Wants to 'Be the New Bank' in 2012, Co-Founder Rowan Says" - March 8, 2012
"Clear Channel Outdoor's Directors Defend $656 Million Transfer to Parent" - March 7, 2012, with Andy Fixmer
"AIG Said to Exit $500 Million Stake in Blackstone Group" - March 2, 2012
"Blackstone Chief Schwarzman Receives $148.5 Million in 2011" - Feb. 29, 2012 (Businessweek)
"Fortress Profit Falls 60% on Decline in Hedge Fund Fees" - Feb. 28, 2012 (Businessweek)
"KKR Founders Kravis, Roberts Made $94 Million Each Last Year" - Feb. 27, 2012 (Businessweek)
"Private Equity Faces 'Urgency' to Increase Exits, PitchBook Says" - Feb. 23, 2012 (Businessweek)
"Cooperman Says Investing in U.S. Treasuries 'Makes No Sense'" - Feb. 22, 2012 (Businessweek) with Erik Schatzker
"Goldman Sachs, Advent to Buy TransUnion for $3 Billion" - Feb. 17, 2012 (Businessweek) with Sabrina Willmer and Steven Fromm
"Apollo Global Fourth-Quarter Profit Falls 66% on Market Swings" - Feb. 10, 2012 (Businessweek) with Cristina Alesci
"KKR Profit Falls 68% as Market Volatility Erodes Income From Investments" - Feb. 9, 2012 (Businessweek)
(Professional Service access) Exclusive: "Doughty Hanson Gets Investor Approval to Delay 'Key-Man' Clause" - Feb. 8, 2012,
with Sabrina Willmer
(Professional Service access) "KKR's McVey Says most 2012 Growth to Come From Emerging Markets" - Feb. 8, 2012
"Blackstone Group's Fourth-Quarter Profit Declines 12% on Performance Fees" - Feb. 2, 2012 (Businessweek) with Cristina Alesci
(Professional Service access) "Fortress' Novogratz Sees 'Great' January as Correlation Eases" - Feb. 2, 2012
(Professional Service access) "MatlinPatterson's Lipsky Likes Auto Parts, Chemical Companies" - Jan. 30, 2012, with Stephanie Ruhle
"Warburg Pincus Names 9 Managing Directors at Private Equity Firm" - Jan. 30, 2012 (Businessweek)
"Bain Invests $238 Million in Web Warranty Provider SquareTrade" - Jan. 25, 2012 (Businessweek)
"Schwarzman Said to Avert Financial Disclosure in Stock Reshuffle" - Jan. 20, 2012 (Businessweek) with Cristina Alesci
(Professional Service access) Exclusive: "Ontario Teachers to Cut Private Equity, Venture-Capital Managers" - Jan. 20, 2012, with Cristina Alesci
"Aurora Hires Former UBS Global Restructuring Head Steven Smith" - Jan. 12, 2012 (Businessweek)
(Professional Service access) Exclusive: "Blackstone Puts Surge to Six-Month High as IPOs Slow" - Jan. 6, 2012, with Cecile Vannucci
"CVC Drops Takeover of ConvergEx Amid SEC, Justice Probes of Bermuda Unit" - Dec. 23, 2011 (Businessweek)
"Fortress CEO Mudd Takes Leave Amid SEC's Fannie Mae Lawsuit" - Dec. 21, 2011 (Businessweek) with Cristina Alesci
"Apollo to Buy Stone Tower Capital, Adding $17 Billion in Credit Assets" - Dec. 16, 2011 (Businessweek)
(Professional Service access) "Private Equity Has Worst Quarter for Exits in Almost Two Years" - Dec. 15, 2011
(Professional Service access) "Carlyle Group Buys 42% Stake in Saudi Domino's Pizza Operator" - Dec. 14, 2011, with Arif Sharif
"Web Security Firm Blue Coat Will Be Bought by Thoma Bravo for $1.3 Billion" - Dec. 9, 2011 (Businessweek) with Cecile Daurat
"Former U.S. Treasury Adviser Goldstein Returns to Private Equity" - Dec. 9, 2011 (Businessweek)
Exclusive: "Blackstone's Biggest Investment Shows Shows Clients' Clout" - Dec. 9, 2011 (Businessweek) with Sabrina Willmer
Exclusive: "Blackstone May Get Up to $1.8 Billion From New Jersey Pension" - Dec. 8, 2011 (Businessweek) with Elise Young
(Professional Service access) "Fortress to Raise $3 Billion in Capital This Year, Mudd Says" - Dec. 6, 2011
Exclusive: "Schwarzman Says Blackstone Passed on $6 Billion Texas Teachers Deal" - Nov. 30, 2011 (Businessweek)
with Cristina Alesci
Exclusive: "Schwarzman Says European-Debt Answer Hinges on Fiscal Union" - Nov. 30, 2011 (Businessweek) with Cristina Alesci
(Professional Service access) "TE Connectivity Agrees to Acquire Deutsch Group for $2.1 Billion" - Nov. 29, 2011
"KKR to Acquire Capital Safety from Arle Capital Partners for $1.1 Billion" - Nov. 28, 2011 (Businessweek)
"Providence Equity Partners Said to Weigh Bid for NHL's Maple Leafs Owner" - Nov. 16, 2011 (Businessweek)
with Doug Alexander
"KKR's Sonneborn Says European Banks May Step Up Asset Sales" - Nov. 16, 2011 (Businessweek) with Cristina Alesci
"KKR's Henry Kravis Sees 'Sluggish' U.S. Economic Growth With Flat Earnings in 2012" - Nov. 15, 2011 (Businessweek)
(Professional Service access) "Apollo sees 'Biggest Opportunity' in European Distress for Years" - Nov. 15, 2011
(Professional Service access) "Caesars Entertainment Files for U.S. Initial Public Offering" - Nov. 15, 2011, with Lee Spears
"Brookfield Asset Management Profit Doubles After Power-Generation Gains" - Nov. 11, 2011 (Businessweek)
"Warburg, Goldman Sachs Fund to Buy Endurance International" - Nov. 7, 2011
(Professional Service access) "SAC Capital Spinoff Siris Buys Tekelec for $780 Million" (Stamford Advocate excerpt) - Nov. 7, 2011,
with Amy Thomson
"Apollo Global Posts $1.14 Billion Loss as Buyout Values Fall" - Nov. 3, 2011 (Businessweek) with Beth Jinks
"Fortress Profit Falls 45% on Decline in Hedge-Fund Fees" - Nov. 3, 2011 (Businessweek) with Beth Jinks
Sealy Corp. and KKR & Co.
"Tempur-Pedic Agrees to Acquire Sealy for $2.20 a Share" - Sept. 27, 2012 (Businessweek) with James Callan and John Helyar
"Sealy Directors Under Hedge-Fund Criticism Lose Votes" - April 24, 2012 (Businessweek)
"Sealy Faces Governance Criticism From Second Stakeholder" - March 30, 2012 (Businessweek)
"Sealy Shareholder H Partners Demands Answers on KKR Fees" - March 27, 2012 (Businessweek) with John Helyar
"Sealy Rejects Investor's Criticism of KKR Role in Company" - March 23, 2012 (Businessweek)
"Sealy Holder Targets KKR for 'Poor' Governance, Proposes Changes" - March 12, 2012 (Businessweek)
"Real M&A" Column
Exclusive: "WellCare Joining Universal as Bait With Aging Boomers" - Oct. 26, 2011 (Businessweek) with Pat Wechsler and Jeffrey McCracken
Exclusive: "Jim Beam Inviting Biggest Liquor Takeover Since 2005" - Oct. 24, 2011 (Businessweek) with Duane D. Stanford
Exclusive: "Cloud Peak Value Means Even Record Premium is Cheap" - Oct. 12, 2011 (Businessweek) with Tara Lachapelle
Exclusive: "New Hope Proves Exception to Coal Deals Returning Dust" - Oct. 5, 2011 (Businessweek)
Exclusive: "Akamai Down 57% Lets IBM Vie With Verizon for Takeover" - Oct. 5, 2011 (Businessweek)
Exclusive: "Dollar Thrifty Offering 24% Profit on Bets Hertz Will Seal Deal" - Oct. 3, 2011 (Businessweek) with Tara Lachapelle
and Mark Clothier
Exclusive: "Family Dollar Investors Raise Bets on Sale as Short Sellers Flee" - Sept. 27, 2011 (Businessweek) with Tara Lachapelle
Exclusive: "Tiffany Engagement Worth $12 Billion in Takeover as Alliance Ends" - Sept. 23, 2011 (Businessweek) with Tara Lachapelle
Exclusive: "PepsiCo Poised for 49% Gain Imitating Kraft Breakup" - Sept. 21, 2011 (Businessweek) with Duane D. Stanford
and Tara Lachapelle
Exclusive: "Tyco's Second Breakup Signals 60% Gain in Value for Shareholders" - Sept. 19, 2011 (Businessweek) with Tara Lachapelle
Other Mergers and Acquisitions News
"M&A Activity to Pick Up in Second Half, Barclays's Parker Says" - March 6, 2012, with Margaret Brennan
"David Knowlton Starts M&A Advisory Firm After Selling Watch Hill Partners" - Dec. 6, 2011 (Businessweek)
"Activist Investing Is Detrimental to Long-Term View, Lipton Says" - Sept. 27, 2011
"U.S. Mergers Outlook Likely Good Long Term, Baronoff Says" - Sept. 27, 2011, with William D. Cohan
"DreamWorks, American Eagle Attractive M&A Targets, Report Says" - Sept. 15, 2011
Exclusive: "'Break Them Up' Strategy Behind Spinoff Surge" - Aug. 5, 2011, with Zachary Mider
"Clearwire Drops to Record Low as Sprint Signs LightSquared Deal" - July 28, 2011
"Falcone's LightSquared, Sprint Agree to 15-Year Network Expansion Accord" - July 28, 2011 (Businessweek)
Exclusive: "Leap Wireless Said Near Deal to Name Pentwater Nominees to Board" - July 27, 2011 (Businessweek)
"TV Station Owner Nextar May Sell Itself as Losses Mount" - July 21, 2011 (Businessweek)
"CA Technologies to Acquire Interactive TKO for $330 Million" - June 29, 2011
Verizon Labor Dispute, 2011
"Verizon Workers Ending Strike Helps Carrier Mitigate Losses" - Aug. 22, 2011 (Businessweek) with Crayton Harrison
"Verizon Says Striking Employees to Return to Work This Week" - Aug. 20, 2011 (Businessweek) with Dan Hart
"Verizon Tells Striking Workers It Plans to Suspend Benefits" - Aug. 17, 2011 (Businessweek)
Exclusive: "Verizon CEO McAdam Says Company 'Making Progress' in Labor Talks" - Aug. 13, 2011
"CWA Union, Verizon Appeal to Congress Amid 4th Day of Strike" - Aug. 10, 2011 (Businessweek)
"Verizon to Pay $50,000 Rewards to Stop Vandalism Amid Strike" - Aug. 9, 2011 (Businessweek)
"Verizon Unions Strike for Second Day as Contract Talks Stall" - Aug. 8, 2011 (Businessweek)
"Verizon Labor Unions Begin Strike After Talks Break Down, Contracts Expire" - Aug. 8, 2011 (Businessweek)
Exclusive: "Verizon Unions May Strike on Plan for 'Gutting Health Care'" - Aug. 3, 2011 (Businessweek)
News Corp. Phone-Hacking Scandal, 2011
"News Corp.'s Lost $7 Billion Shows Investor Concern Over Hacking Fallout" - July 12, 2011 (Businessweek) with Brett Pulley
"Murdoch's Riskiest Scrape May Not End With Tabloid Shutdown" - July 8, 2011 (Businessweek) with Jonathan Browning
and Amy Thomson
Technology Patents
"Google Buys IBM Inventions as It Aims to Build Patent Hoard" - July 29, 2011 (Businessweek) with Brian Womack
"Icahn Urges Motorola Mobility to Explore Options for Patents" - July 21, 2011 (Businessweek)
Exclusive: "Apple Joins Microsoft, RIM in $4.5 Billion Buy of Nortel Patents" - July 1, 2011 (Businessweek) with Steven Church
and Tim Culpan
Tablets, E-Readers and Mobile Phones
"IPad, Android Drive 6% Increase in IDC's 2011 Tablet Sales Forecast" - July 8, 2011 (Businessweek)
"E-Reader Ownership Doubles in Six Months, Outpaces Tablets" - June 28, 2011
Exclusive: "RIM Loses Miami Dolphins Fans as Software Developers Defect" - June 27, 2011 (Businessweek) with Hugo Miller
Exclusive: "Banker-Turned-Author Rides E-Book 'Tsunami' at 99 Cents a Novel" - June 21, 2011
Corporate Earnings
"Brocade Declines Most Since 1999 After Missing Forecasts" - Aug. 5, 2011
"Time Warner Profit Increases 14% on Rising Cable, Film Sales" - Aug. 3, 2011
"Xerox Profit Increases 41% on Cost Cutting, Services Revenue" - July 22, 2011
"IBM Gains Most in Two Years After Raising Profit Forecast" - July 19, 2011 (Businessweek)
"Accenture Raises Full-Year Revenue Growth Forecast as Consulting Climbs" - June 23, 2011 (Businessweek)
More
"Sony's 'Men in Black 3' Tops Box Office With $69 Million" - May 29, 2012 (Businessweek) with Michael White
"Tropical Storm Beryl May Make Landfall Tonight in Florida" - May 27, 2012 (Businessweek)
"Oprah Winfrey to Become CEO of OWN After Ratings Fall Short Under Liguori" - July 14, 2011 (Businessweek)
"Technology Spending to Rise 5.6% Outpacing U.S. Growth: IDC" - June 27, 2011 (Businessweek)
"Gannett to Cut About 700 Jobs at Local Papers as Economy Slows Ad Recovery" - June 21, 2011
"One in Three U.S. Workers Wants to Leave Job, Mercer Survey Says" - June 20, 2011
Following are stories that are available to non-customers of the Bloomberg Professional service. Last updated September 2013.
Dell Leveraged Buyout, 2013
"Icahn Has $5.2 Billion in Financing to Back Dell Proposal" - July 1, 2013 (Businessweek) with Aaron Ricadela
"Icahn Urges Dell to Commence $14-a-Share Tender Offer" - June 19, 2013 (Businessweek)
"Southeastern Says Blackstone, Icahn Dell Offers Superior" - April 9, 2013 (Businessweek) with Charles Stein
Exclusive: "Silver Lake's Ties to Dell Help Firm Land Lead LBO Role" - Feb. 5, 2013 (Businessweek) with Peter Burrows
Exclusive: "Carlyle's Rubenstein Says Many Large LBOs Don't Succeed" - Jan. 24, 2013 (Businessweek)
"Bain's Pagliuca Says LBO Good for Dell Transformation" - Jan. 23, 2013 (Businessweek)
Exclusive: "Dell LBO to Test Market's Appetite for Return to Boom Era" - Jan. 15, 2013 (Businessweek) with David Carey
Private Equity and Retail Investors
"Blackstone Starts Mutual Fund to Win Individual Investors" - July 16, 2013 (Businessweek)
"Schwarzman Says Blackstone Starting Mutual Fund in Push" - June 12, 2013 (Businessweek)
Exclusive: "Would You Like Some Private Equity in Your 401(k)?" - April 4, 2013, with Margaret Collins for Bloomberg Businessweek
Exclusive: "KKR to Carlyle Target $3.6 Trillion in 401(k)s Accounts" - April 4, 2013 (Businessweek) with Margaret Collins
"Carlyle Allows Investors in New Fund With $50,000 Minimum" - March 12, 2013 (Businessweek)
Exclusive: "Carlyle's Rubenstein Sees Small Investors Entering Funds" - Oct. 1, 2012 (Businessweek)
Carlyle Group ($CG) Initial Public Offering, 2012
"Carlyle Falls Below Offer Price as Rubenstein Plan Fails" - May 9, 2012 (Businessweek)
"Carlyle Little Changed in Trading Debut After Price Cut" - May 3, 2012 (Businessweek) with Lee Spears
"Carlyle Founders' Stakes Valued at $1 Billion Post-IPO" - May 3, 2012 (Businessweek)
Exclusive: "Rubenstein Said to Tell Investors Carlyle Is a Discount" - April 26, 2012 (Businessweek) with Cristina Alesci
Exclusive: "Carlyle Top Executives Hit the Road to Pitch Shares to Investors" - April 17, 2012 (Businessweek) with Saijel Kishan
"Carlyle Founders' Stakes May Be Worth as Much as Rivals' at KKR" - April 17, 2012 (Businessweek) with Jason Kelly
"Carlyle Seeks IPO That Would Value Firm Below Blackstone" - April 16, 2012 (Businessweek) with Lee Spears and Cristina Alesci
"Carlyle Is Said to Seek Up to $762.5 Million in Initial Offering" - April 16, 2012 (Businessweek) with Cristina Alesci
(Professional Service access) "Carlyle Carry Funds Gained 9% in First Quarter as Markets Rose" - April 10, 2012
Exclusive: "Carlyle's Owners Said to Keep Stakes in Public Offering" - April 10, 2012 (Businessweek)
Exclusive: "Carlyle's Owners Get a Pre-IPO Payday" - March 15, 2012, with Cristina Alesci and Miles Weiss for Bloomberg Businessweek
"Carlyle Repays Debt Sold to Abu Dhabi for Pre-IPO Payout" - March 15, 2012 (Businessweek) with Miles Weiss
Exclusive: "Carlyle Owners Took $398.5 Million Payout With Debt Before IPO" - March 13, 2012 (Businessweek) with Cristina Alesci
and Miles Weiss
Exclusive: "Carlyle Said to Lower Fees for New Buyout Fund in Advance of IPO" - Feb. 16, 2012 (Businessweek) with Cristina Alesci
and Sabrina Willmer
"Rubenstein Says Benefit of Carlyle IPO Is 'Liquefying' Stake" - Feb. 1, 2012, with Cristina Alesci
"Carlyle Promotions Show Diversification as Firm Prepares IPO" - Jan. 24, 2012 (Businessweek)
"Carlyle Group Founders Received $413 Million Last Year Before Planned IPO" - Jan. 11, 2012 (Businessweek) with Cristina Alesci
"Carlyle Said to Return Record $15 Billion Ahead of Going Public" - Dec. 27, 2011 (Businessweek)
Oaktree Capital Group ($OAK) Initial Public Offering, 2012
Exclusive: "Oaktree's Marks Says Share Sale Was Humbling Experience" - May 7, 2012 (Businessweek) with Sheila Dharmarajan
"Oaktree Falls in Debut of Trading After Raising Less Than Sought" - April 12, 2012 (Businessweek) with Lee Spears
Exclusive: "Oaktree Raises $380.2 Million in IPO at Bottom of Range" - April 12, 2012 (Businessweek) with Lee Spears
"Oaktree Tests Private-Equity IPO Appeal as Carlyle Looms" - April 10, 2012 (Businessweek) with Jason Kelly
"Marks's Oaktree Files to Raise Up to $517.5 Million in IPO" - March 30, 2012 (Businessweek) with Zijing Wu
and Anne-Sylvaine Chassany
Private Equity in Energy
"Carlyle Adds Energy Deal Makers for Global Investments" - May 2, 2013 (Businessweek)
Exclusive: "KKR Said to Seek $1.5 Billion for Energy Investment Fund" - March 27, 2013 (Businessweek) with Sabrina Willmer
Exclusive: "EnCap Exceeds Target With $5 Billion for Energy Fund" - Feb. 1, 2013 (Businessweek)
"Carlyle Deal to Buy TCW Group Cleared of EIG Opposition" - Jan. 16, 2013 (Businessweek)
"Carlyle Group Acquires $424 Million Stake in NGP Energy" - Dec. 20, 2012 (Businessweek)
"GIP Closes Largest Infrastructure Fund With $8.25 Billion" - Oct. 2, 2012 (Businessweek)
"Warburg Pincus Leads $1.1 Billion Investment in Energy Startup" - May 22, 2012 (Businessweek)
Exclusive: "Blackstone Seeks 'Early-Stage' Energy Assets, Foley Says" - April 26, 2012 (Businessweek) with Cristina Alesci
"KKR Teams Up With Chesapeake to Invest $250 Million" - March 6, 2012
"Apollo Global Chases KKR in Energy With $7.15 Billion Deal" - Feb. 25, 2012 (Businessweek) with Cristina Alesci
"Apollo-Led Group Buys El Paso Oil and Gas Unit for $7.15 Billion" - Feb. 24, 2012 (Businessweek) with Cristina Alesci
"KKR Tops Private Equity Deal Makers in 2011 With Samson Purchase" - Jan. 12, 2012 (Businessweek)
"KKR Will Acquire Samson Investment for $7.2 Billion in Year's Biggest LBO" - Nov. 23, 2011 (Businessweek) with Cristina Alesci
"KKR Hires RPM's Farley, Rockecharlie to Grow Oil and Gas Investments" - Nov. 1, 2011
Private Equity in Real Estate
"Fortress Said to Hire BofA's Mortgage Chief Nierenberg" - Sept. 12, 2013 (Businessweek) with Hugh Son
Bloomberg Television: "Blackstone's Hilton Files for $1.25B IPO" - Sept. 12, 2013
Exclusive: "Property Crushes Hedge Funds in Alternative Markets" - July 10, 2013, for Bloomberg Markets (PDF)
Exclusive: "Apollo Said to Get $200 Million Deutsche Bank Loan to Buy Homes" - June 7, 2013, with John Gittelsohn
"KKR to Buy U.K. Retail in First European Real Estate Deal" - June 6, 2013 (Businessweek) with Patrick Gower
(Professional Service access) Exclusive: "Shapiro Says GTIS Actively Buying Homes in Best Time for Buyers" - April 15, 2013
Exclusive: "Apollo Real Estate Said to Seek Sale of Manila Office Towers" - March 26, 2013 (Businessweek) with Pooja Thakur
Exclusive: "KKR Said to Debut Real Estate Fund With $500 Million" - March 13, 2013 (Businessweek) with Sabrina Willmer
Exclusive: "Blackstone Said to Seek at Least $2 Billion for Asia Fund" - Dec. 10, 2012 (Businessweek) with Hui-yong Yu
(Professional Service access) "Blackstone's James Says It's 'Great Time' for Real Estate Deals" - Dec. 5, 2012
Exclusive: "Norway Wealth Fund to Spend $11B Adding U.S. Real Estate" - Dec. 1, 2012 (Businessweek)
"Blackstone Venture Said to Sell Debt for Extended Stay" - Nov. 15, 2012 (Businessweek) with Hui-yong Yu
(Professional Service access) "KKR to Seek Capital to Expand Real Estate Business, Nuttall Says" - Sept. 11, 2012
"Blackstone's Gray Gives University of Pennsylvania $25 Million" - May 8, 2012 (Businessweek)
"Blackstone's Gray Joins Board as Real Estate Rises to 71% of Firm's Profit" - Feb. 24, 2012 (Businessweek)
Private Equity in Insurance
"KKR to Buy Claims-Technology Maker Mitchell From Aurora" - Sept. 5, 2013 (Businessweek)
"KKR Hires Former Willis CEO Joseph Plumeri as Senior Adviser" - Aug. 19, 2013, with Noah Buhayar
Bloomberg Television: "Blackstone Seeks Stake in Goldman's UK Insurer" - Aug. 19, 2013
"Blackstone Said in Talks to Buy Stake in Goldman's U.K. Insurer" - Aug. 18, 2013 (Businessweek) with Peter Eichenbaum
"Hellman & Friedman to Buy Insurance Broker Hub" - Aug. 5, 2013 (Businessweek) with Noah Buhayar and David Carey
"Madison Dearborn to Buy NFP in Deal Valued at $1.3 Billion" - April 15, 2013
"Onex Agrees to Buy USI From Goldman Fund for $2.3 Billion" - Nov. 26, 2012 (Businessweek) with Sean B. Pasternak
"KKR Agrees to Buy Blackstone-Owned Alliant Insurance Services" - Nov. 23, 2012 (Businessweek)
"Black's Apollo Increases Insurance Bet With $415 Million Deal" - July 13, 2012 (Businessweek)
Private Equity in Shipping
Bloomberg Television: "KKR Forms $580M Maritime Lender Using Balance Sheet" - Aug. 20, 2013
"KKR Forms $580 Million Maritime Lender With Balance Sheet" - Aug. 20, 2013 (Businessweek)
Exclusive: "Wilbur Ross to Put $1 Billion More in Distressed Ships" - March 28, 2013 (Businessweek)
Exclusive: "WL Ross Said to Seek $500 Million for Transportation Fund" - March 13, 2013 (Businessweek) with Sabrina Willmer
Exclusive: "Billionaire Ross Says Shipping Rout Attracts More Private Equity" - Sept. 13, 2012 (Businessweek) with Alaric Nightingale
Private Equity and the 2012 U.S. Election
"Oaktree's Kirchheimer Says Carried Interest Tax to Rise" - Nov. 14, 2012 (Businessweek)
"Rubenstein Sees Carried Interest on Table Post Election" - Nov. 8, 2012 (Businessweek)
Exclusive: "CEOs Back Deficit Deal as Obama Fails, Says Wilbur Ross" - Oct. 26, 2012 (Businessweek) with Maryam Nemazee
Exclusive: "Romney Should Highlight Work With Troubled Companies, Thoma Says" - Sept. 21, 2012 (Businessweek)
Exclusive: "Romney's LBO World Is Boys' Club With Few Top Women" - Aug. 31, 2012 (Businessweek)
"Bain Under Romney Earned 3.5 Times Capital, PeHUB Says" - Aug. 16, 2012 (Businessweek)
Blog: "Ross: Private-Equity Rhetoric Hurts" - July 23, 2012
Blog: "Private Equity's 'Miserable' Defense" - June 26, 2012
Blog: "Levy: Obama Needs McDonald's Fundraiser for Wall Street" - June 20, 2012
Blog: "Trading Obama, Clinton for Romney" - June 12, 2012
Blog: "Clinton: Romney's 'Sterling' Career" - June 1, 2012
Blog: "Romney's Bain Stain" - May 14, 2012
(Professional Service access) "Buyout Returns 'Not Enough' as Image Tarnished, Rubenstein Says" - April 10, 2012, with Doug Alexander
Exclusive: "THL's Sperling Says New U.S. Regulations Weighing on Wall Street" - March 22, 2012 (Businessweek) with Cristina Alesci
"Bain Says Its Companies Created 'Hundreds of Thousands of Jobs'" - March 14, 2012 (Businessweek) with Cristina Alesci
Exclusive: "Pension Funds Get Queasy Over Private Equity" - Feb. 9, 2012, with Cristina Alesci for Bloomberg Businessweek
Exclusive: "Blackstone's James Says Anti-Romney Ads Hurt Private Equity" - Feb. 7, 2012 (Businessweek)
Exclusive: "Romney May Cost Private Equity as Pensions Warn of Backlash" - Jan. 27, 2012 (Businessweek) with Cristina Alesci
Exclusive: "Gingrich Paid $60,000 for Speech Praising Private Equity" - Jan. 18, 2012 (Businessweek) with Lisa Lerer and Erik Schatzker
Private Equity, Retired Generals and Military Veterans
Blog: "Private Equity's Dueling Generals -- Clark Sees 'Opportunity'" - June 20, 2013
"Blackstone Hires Former NATO Commander Clark as Adviser" - June 19, 2013 (Businessweek)
"KKR Hires Ex-CIA Chief Petraeus to Lead Firm's New Unit" - May 30, 2013 (Businessweek)
Exclusive: "KKR Said to Discuss Hiring Former CIA Director Petraeus" - April 30, 2013 (Businessweek)
"Schwarzman Says Firm's Holdings to Hire 50,000 Veterans" - April 30, 2013 (Businessweek)
"KKR to Promote Hiring of U.S. Veterans at Firm's Buyout Holdings" - Nov. 10, 2011 (Businessweek)
More Private Equity News
Exclusive: "Ares Founders Follow Drexel Roots to Biggest Acquisition" - Sept. 10, 2013 (Businessweek)
"Oaktree's Marks Says Average Hedge Funds to Cut Fees" - Sept. 9, 2013 (Businessweek)
Exclusive: "Providence Said to Lose Two Executives From European Team" - Sept. 4, 2013 (Businessweek) with Kiel Porter
Bloomberg Television: "Apollo Q2 Profit Surges on Incentive Fees" - Aug. 8, 2013
"Apollo Second-Quarter Profit Surges on Incentive Fees, Exits" - Aug. 8, 2013
Bloomberg Television: "Carlyle Swings to Q2 Profit as Funds Appreciate" - Aug. 7, 2013
"Carlyle Swings to Second-Quarter Profit as Funds Gain" - Aug. 7, 2013 (Businessweek)
"Oaktree Second-Quarter Profit More Than Doubles on Fees" - Aug. 6, 2013 (Businessweek)
Bloomberg Television: "Private Equity Says Now Is a Time to Sell" - Aug. 2, 2013
Exclusive: "Fortress to Blackstone Say Now Is Time to Sell on Surge" - Aug. 2, 2013 (Businessweek)
Bloomberg Television: "Fortress 2Q Profit Triples, Highest Since 2007" - Aug. 1, 2013
"Fortress Second-Quarter Profit Triples on Hedge-Fund Fees" - Aug. 1, 2013 (Businessweek)
"KKR Second-Quarter Profit Fell 75% as Holdings Growth Slowed" - July 26, 2013
"KKR's Public Markets Chief Sonneborn Steps Down From Firm" - July 23, 2013 (Businessweek) with Cristina Alesci
"Blackstone Second-Quarter Profit Triples as Fees Rise" - July 18, 2013 (Businessweek)
"Highbridge Names Kapnick CEO as KKR Hires President Builione" - July 12, 2013
"Carlyle Group's Carry Funds Gained 3% in Second Quarter" - July 8, 2013 (Businessweek)
"Colony's Tom Barrack Takes Over Miramax After Nanula Resigns" - July 8, 2013 (Businessweek)
"Brookfield Names Craig Noble Chief of Public Markets Unit" - July 8, 2013 (Businessweek)
Exclusive: "TPG Said Near Deal to Purchase Envision Pharmaceutical" - July 7, 2013 (Businessweek)
Exclusive: "Apollo Said to Raise $6.8 Billion in LBO Fund First Close" - July 3, 2013 (Businessweek) with Cristina Alesci
Exclusive: "Carlyle Sees LBO Fund Commitments Exceeding $10B Target" - July 3, 2013 (Businessweek) with Sabrina Willmer
Exclusive: "Providence's Halpin Said to Join NFL on Smaller Fundraise" - July 1, 2013 (Businessweek)
"Thoma Bravo to Buy Financial Services Unit From Intuit" - July 1, 2013 (Businessweek) with Aaron Ricadela
"Pagliuca Says Shale Boom Will Lead U.S. Recovery as Rates Rise" - June 27, 2013 (Businessweek)
Exclusive: "Thomas H. Lee Managing Director Hermann Departs From Firm" - June 20, 2013 (Businessweek)
Blog: "Private Equity's Dueling Generals -- Clark Sees 'Opportunity'" - June 20, 2013
(Professional Service access) "Buyout Firms Holding $116 Billion in 'Zombie' Funds, Preqin Says" - June 13, 2013
"Blackstone's Dionne Said to Leave for Harvard Project" - June 10, 2013 (Businessweek)
Exclusive: "Blackstone's Schwarzman Gives U.S. Economy 'Good Grade'" - June 7, 2013 (Businessweek)
"Carlyle to Sell Shares as Calpers Seeks to Exit 4% Stake" - June 4, 2013 (Businessweek) with David Carey
"Carlyle Buys Remaining 40% of AlpInvest as It Diversifies" - June 3, 2013
Exclusive: "Apollo Beats KKR to Carlyle After Rally" - May 22, 2013 (Businessweek)
"Carlyle's First-Quarter Profit Rises 0.5% on Portfolio Gains" - May 9, 2013
"Oaktree First-Quarter Profit Triples as Fees Increase" - May 7, 2013 (Businessweek)
"Apollo First-Quarter Profit Rises 76% as Holdings Gain" - May 6, 2013 (Businessweek)
"Nielsen to Sell Expositions Unit to Onex for $950 Million" - May 6, 2013 (Businessweek)
Exclusive: "TPG Capital, Warburg Said to Explore Neiman Marcus Exit" - May 6, 2013 (Businessweek) with Cristina Alesci and David Welch
"Blackstone Shares Jump Most in Three Months on Expansion" - May 3, 2013 (Businessweek)
"Fortress First-Quarter Profit Rises 75% as Markets Lift Fees" - May 2, 2013
Exclusive: "Apollo Said to Near $5 Billion Closing for Buyout Fund" - May 1, 2013 (Businessweek) with Cristina Alesci and Sabrina Willmer
"Black's Apollo 'Selling Everything' After Deal Prices Rise" - April 30, 2013, with David Carey
Exclusive: "THL's Sperling Says Deal Makers Cautious in Economy" - April 30, 2013 (Businessweek)
(Professional Service access) Exclusive: "KKR Benefiting as Low Interest Rates Cut Costs, Rowbottom Says" - April 30, 2013
(Professional Service access) Exclusive: "Pritzker Group Says Firm Plans to Invest $1.25 Billion by 2018" - April 29, 2013
"Ex-Drexel's Spurge Heads Firm to Back Women-Run Companies" - April 26, 2013 (Businessweek)
"KKR Profit Falls 82% as Buyout Portfolio Trailed Markets" - April 26, 2013
"Caesars Forms Venture With $500 Million From Apollo, TPG" - April 23, 2013 (Businessweek) with James Callan
"Blackstone Says 'Anemic' Economy May Drag on Investing" - April 18, 2013 (Businessweek)
"Carlyle Funds Gained 7% in First Quarter as Markets Rose" - April 8, 2013 (Businessweek)
"Carlyle Group's Founders Get at Least $135 Million Each" - March 15, 2013 (Businessweek)
"Gardner Denver to Sell Itself to KKR for $3.7 Billion" - March 8, 2013 (Businessweek) with Brooke Sutherland
"Blackstone's Tom Hill Sells $19 Million as Stock Advances" - March 8, 2013 (Businessweek)
"Artisan Partners Jumped After Pricing Initial Offer Above Range" - March 7, 2013 (fuller version) with Lee Spears
"Artisan Partners Raises $332 Million Pricing IPO Above Range" - March 6, 2013 (Businessweek)
"Artisan Makes Second Run at IPO With Dow at Record" - March 6, 2013 (Businessweek)
"Blackstone's Coleman Sees Opportunity in Sequestration" - March 4, 2013 (Businessweek)
"Carlyle Gets $150 Million From Indiana for Custom Fund" - March 4, 2013 (Businessweek)
"Blackstone's Schwarzman Got $213.3 Million as Profit Rose" - March 2, 2013 (Businessweek)
"Apollo Chief Black Got $125 Million as Payout Increased" - March 1, 2013 (Businessweek)
"Carlyle-Led Group Buys China Hotel Chain for $688 Million" - March 1, 2013 (Businessweek)
"Fortress Says Its Profit More Than Doubles on Higher Fee Income" - Feb. 27, 2013 (Businessweek)
Exclusive: "Carlyle's Rubenstein Sees 'Much More' Buyout Money This Year" - Feb. 26, 2013 (Businessweek) with Annette Weisbach
Exclusive: "Morgan Stanley's Chappuis Leaves for Carlyle, Lev Takes Role" - Feb. 25, 2013 (Businessweek) with Michael J. Moore
"KKR's Kravis, Roberts Made at Least $137 Million in 2012" - Feb. 23, 2013 (Businessweek)
"Carlyle Falls Most Since May as Earnings Miss Estimates" - Feb. 21, 2013 (Businessweek)
Exclusive: "Three Billionaires Join Buffett for Heinz Deal" - Feb. 14, 2013 (Businessweek)
"Oaktree Reports Fourth-Quarter Profit on Gains From Investments" - Feb. 14, 2013 (Businessweek)
"Nasdaq Said to Have Held Talks With Carlyle About Buyout" - Feb. 11, 2013 (Businessweek) with Whitney Kisling
"Apollo Global Says Profit More Than Doubles on Exits" - Feb. 8, 2013 (Businessweek)
"KKR's Fourth-Quarter Profit Rises 49% as Holdings Climb" - Feb. 7, 2013 (Businessweek)
Exclusive: "KKR Mezzanine Head Goltz Departs Firm After 18 Years" - Feb. 4, 2013 (Businessweek)
"Blackstone Fourth-Quarter Profit Rises on Market Gains" - Jan. 31, 2013 (Businessweek)
"Canada Pension Joins KKR Venture to Invest Up to $2 billion" - Jan. 17, 2013, with Doug Alexander
Exclusive: "TPG Starts Venture to Invest $100 Million in New Media" - Jan. 14, 2013 (Businessweek)
Exclusive: "Oaktree Said to Pay Some Bonuses Early as Tax Hike Looms" - Dec. 21, 2012 (Businessweek) with Erik Schatzker
"Cerberus to Sell Gunmaker Freedom After School Massacre" - Dec. 18, 2012 (Businessweek) with David Carey and Cristina Alesci
Exclusive: "Cerberus Founder Feinberg's Father Is Resident of Newtown" - Dec. 18, 2012 (Businessweek) with Cristina Alescia
and Freeman Klopott
"SeaWorld Said to Choose Goldman Sachs, JPMorgan for 2013 IPO" - Dec. 14, 2012, with Lee Spears
Blog: "Schwarzman Hopes to Hold James" - Dec. 12, 2012
Exclusive: "Warburg Said to Hire Goldman Sachs to Sell Bausch & Lomb" - Dec. 12, 2012 (Businessweek) with Jeffrey McCracken
and Albertina Torsoli
(Professional Service access) "Blackstone's New Says Retail Investors Seeking Leveraged Loans" - Dec. 11, 2012
Blog: "Rubenstein: Markets Expect No Cliff" - Dec. 10, 2012
"Billionaire George Roberts Gives Claremont McKenna $50 Million" - Dec. 5, 2012 (Businessweek)
"Oaktree's 15% Returns Target Is Lowest Ever, Marks Says" - Dec. 4, 2012 (Businessweek)
Exclusive: "Carlyle Said to Seek 3 Billion Euros for Next Europe Fund" - Dec. 3, 2012 (Businessweek) with Sabrina Willmer
Exclusive: "Springer Science Said to Draw Bertelsmann, KKR, Carlyle" - Nov. 22, 2012 (Businessweek) with Aaron Kirchfeld
Exclusive: "KKR Leads Firms Into Junk Sales as Buyouts Slide" - Nov. 21, 2012 (Businessweek) with Lisa Abramowicz
Exclusive: "Rubenstein Says Returns Will Fall as Economy Struggles" - Nov. 12, 2012 (Businessweek)
"Apollo Has Third-Quarter Profit as Holdings Gain in Value" - Nov. 9, 2012 (Businessweek) with Saumya Vaishampayan
"Carlyle Has $203.6 Million Profit as Holdings Increase" - Nov. 8, 2012 (Businessweek) with Saumya Vaishampayan
"Oaktree Has Third-Quarter Profit as Assets, Fees Increase" - Nov. 6, 2012 (Businessweek)
Exclusive: "Billionaire Kravis-Led Fund Has $35 Million for New York" - Nov. 5, 2012 (Businessweek) with Devon Pendleton
"Fortress Third-Quarter Profit Rises 49% on Incentive Income" - Nov. 2, 2012 (Businessweek) with Saumya Vaishampayan
"Berkshire to Buy Oriental Trading as Buffett Bets on Toys" - Nov. 2, 2012 (Businessweek) with Noah Buhayar
"Artisan Partners Plans to Raise Up to $250 Million in IPO" - Nov. 1, 2012 (Businessweek)
"KKR Has $487 Million Profit as Holdings Gain in Value" - Oct. 26, 2012 (Businessweek) with Saumya Vaishampayan
Exclusive: "Deals 50% Below Peak as CEOs Show Caution, Gogel Says" - Oct. 25, 2012 (Businessweek) with Jason Kelly
"Blackstone President Says Collusion Suit Is Fabrication" - Oct. 18, 2012 (Businessweek) with Saumya Vaishampayan
Exclusive: "Carlyle Said to Sell Sequa Auto Unit to Jordan for $400 Million" - Oct. 17, 2012 (Businessweek)
"Blackstone, KKR, Bain Accused of Agreeing Not to Compete" - Oct. 11, 2012 (Businessweek) with Don Jeffrey
"Bain Capital Buys Apex Tool Group for $1.6 Billion" - Oct. 10, 2012 (Businessweek) with David Risser
"Apollo Taking Berry Plastics Public With Twice the Debt of Peers" - Oct. 3, 2012 (Businessweek) with Lee Spears
"Platinum Buys BWAY From Madison Dearborn for $1.2 Billion" - Oct. 2, 2012 (Businessweek)
"Minority-Owned Private-Equity Firms Beat Buyout Titans in Study" - Oct. 1, 2012
Exclusive: "Silver Lake Won't Follow Rivals With IPO, Hutchins Says" - Sept. 27, 2012 (Businessweek) with Stephanie Ruhle
"Providence Equity Said to Sell Stake in Firm to Investors" - Sept. 25, 2012 (Businessweek)
"Carlyle Names Goldman's Mancini Co-Head of Infrastructure" - Sept. 17, 2012 (Businessweek)
"Veritas Capital Chairman McKeon Takes Own Life at Age 58" - Sept. 14, 2012 (Businessweek) with David McLaughlin
Exclusive: "Carlyle's Carve-Outs Are Back in Fashion" - Sept. 6, 2012, with Jason Kelly and Cristina Alesci for Bloomberg Businessweek
"Hudson's Bay Said to Plan IPO That May Raise $505 Million" - Sept. 5, 2012 (Businessweek) with Zachary R. Mider
Exclusive: "Carlyle Is Busiest Buyout Firm as Castoffs Find a Home" - Aug. 30, 2012 (Businessweek) with Jason Kelly and Cristina Alesci
"Thoma Bravo Buys Software Company Deltek for $1.1 Billion" - Aug. 27, 2012 (Businessweek) with James Callan
"Carlyle Buys Getty Images From Hellman & Friedman" - Aug. 15, 2012 (Businessweek) with Cristina Alesci and Anne-Sylvaine Chassany
"Oaktree Swings to Second-Quarter Profit as Assets Climb" - Aug. 7, 2012 (Businessweek) with Sabrina Willmer
"Apollo Global's Profit Falls 84% on Decline in Holdings" - Aug. 2, 2012 (Businessweek) with Jason Kelly
"Fortress Second-Quarter Profit Rises on Private Equity" - Aug. 2, 2012 (Businessweek) with Sabrina Willmer
Blog: "John Roberts' Role in KKR's Profits" - July 27, 2012
"KKR's Second-Quarter Profit Doubles on Portfolio Gains" - July 27, 2012 (Businessweek)
Bloomberg Television: "Ancestry.com Said to Be in Buyout Talks" - July 25, 2012
"Ancestry.com Jumps as Much as 20% on Buyout-Talks Report" - July 25, 2012 (Businessweek) with Mark Milian
"Blackstone Second-Quarter Profit Drops 74% as Fees Fall" - July 19, 2012 (Businessweek)
(Professional Service access) "Kravis Says Asia Growth Slowing While KKR Raises Dedicated Fund" - July 18, 2012
(Professional Service access) "Blackstone Promotes Joseph Baratta to Head Global Private Equity" - July 18, 2012, with Jason Kelly
Exclusive: "KKR Seeks to Invest at Least $500 Million in Europe Deals" - July 18, 2012 (Businessweek) with Cristina Alesci
(Professional Service access) "Oaktree's Marks Says ECB Cuts Take Pressure Off European Banks" - July 12, 2012
"Apollo Names Martin Kelly Finance Chief as Donnelly Quits" - July 9, 2012
Exclusive: "Fortress Managing Director Van Zijl Departs After 2 Years" - June 26, 2012 (Businessweek) with Bradley Keoun
"Bain Said to Pay $1 Billion for 50% of Japanese TV Firm" - June 22, 2012 (Businessweek)
"KKR Raises $3 Billion for Firm's Second Asia Buyout Fund" - June 22, 2012 (Businessweek)
(Professional Service access) "Palico Has Goal of 3,000 Members in Three Years" - June 20, 2012, for Bloomberg Private Equity Brief
"KKR Finds LBO Boom Salvation in U.K. Sale to Walgreen" - June 19, 2012 (Businessweek) with Jason Kelly and Anne-Sylvaine Chassany
(Professional Service access) "Greek Election Will Postpone European Recovery, Novogratz Says" - June 18, 2012
(Professional Service access) "Carlyle Refinancing European Companies Amid Crisis, COO Says" - June 12, 2012
(Professional Service access) "Europe Needs Scary Event to Spur Distressed Returns, Marks Says" - June 12, 2012
Exclusive: "EQT Said to Be Near $2.5 Billion Deal to Acquire BSN" - June 9, 2012 (Businessweek) with Aaron Kirchfeld
"KKR Cutting Costs at European Companies Amid Crisis" - June 6, 2012 (Businessweek)
"Apollo Global Real Estate Chief Azrack May Leave Post Next Year" - June 5, 2012 (Businessweek)
"Thomas H. Lee Partners Buys Party City for $2.69 Billion" - June 5, 2012 (Businessweek) with Cristina Alesci
(Professional Service access) "Wilbur Ross Says U.S. on Verge of Recession as Jobless Rate Rose" - June 4, 2012
"Goldman Sachs, P2 Funds to Buy Interline for $1.1 Billion" - May 29, 2012 (Businessweek)
"Thomas H. Lee's Schoen Leaves Buyout Firm After 26 Years" - May 25, 2012 (Businessweek)
(Professional Service access) "Alliance Boots Seeks Merger for KKR-Backed Company, Pessina Says" - May 24, 2012
"Carlyle Group Profit Falls 26% on Lower Performance Fees" - May 15, 2012 (Businessweek)
"Carlyle's Rubenstein Seeks to Raise Funds for Deal Pickup" - May 15, 2012 (Businessweek) with Jason Kelly
"Oaktree Reports First-Quarter Profit as Expenses Decline" - May 10, 2012 (Businessweek)
"Fortress to Shut Commodities Fund After 13% Loss This Year" - May 10, 2012, with Chanyaporn Chanjaroen
"Apollo Global Rises Most in Five Months as Profit Gains" - May 8, 2012 (Businessweek)
"Blackstone Said Close to Managed Account Deal for Calpers" - May 4, 2012 (Businessweek)
"Fortress First-Quarter Profit Falls on Hedge Fund Fees" - May 3, 2012 (Businessweek)
"P.F. Chang's to Be Bought by Centerbridge for $1.1 Billion" - May 1, 2012 (Businessweek) with Leslie Patton
"KKR Profit Rises 4.6% on Gains in Private-Equity Holdings" - April 27, 2012 (Businessweek)
"Thomson Reuters to Sell Health-Care Unit for $1.25 Billion" - April 23, 2012 (Businessweek) with Edmund Lee
"KSL Tops Apollo's Offer for Great Wolf in Escalating Fight" - April 19, 2012 (Businessweek)
"Blackstone First-Quarter Profit Falls on Performance Fees" - April 19, 2012 (Businessweek) with Jason Kelly
"Apollo Raises Great Wolf Offer to $7 a Share, Matching KSL" - April 18, 2012 (Businessweek) with Will Robinson
(Professional Service access) "Fortress Paid Ex-Fannie Chief Mudd $4.6 Million Before Departure" - April 13, 2012
"Huntsman Gay Global CEO Is Said to Depart for Mormon Church" - April 2, 2012 (Businessweek)
"Michaels Files to Raise $500 Million in Initial Offering" - March 30, 2012 (Businessweek) with Lauren Coleman-Lochner
(Professional Service access) "Apollo Global's Berry Plastics Files for $500 Million IPO" - March 23, 2012, with Anjelica Tan
Exclusive: "Great Wolf Chief Calls $703 Million Apollo Deal 'Compelling'" - March 21, 2012 (Businessweek)
"Apollo Fund Buys Irish Credit Card Unit From Bank of America" - March 21, 2012
"Apax Is Said to Hold First Close for $11.9 Billion Buyout Fund" - March 20, 2012 (Businessweek) with Anne-Sylvaine Chassany
"AboveNet Agrees to Be Bought by Zayo Group for $2.2 Billion" - March 19, 2012 (Businessweek) with Ville Heiskanen
"Nardelli Leaves Cerberus Capital Post to Focus on Own Firm" - March 9, 2012 (Businessweek)
"Apollo Wants to 'Be the New Bank' in 2012, Co-Founder Rowan Says" - March 8, 2012
"Clear Channel Outdoor's Directors Defend $656 Million Transfer to Parent" - March 7, 2012, with Andy Fixmer
"AIG Said to Exit $500 Million Stake in Blackstone Group" - March 2, 2012
"Blackstone Chief Schwarzman Receives $148.5 Million in 2011" - Feb. 29, 2012 (Businessweek)
"Fortress Profit Falls 60% on Decline in Hedge Fund Fees" - Feb. 28, 2012 (Businessweek)
"KKR Founders Kravis, Roberts Made $94 Million Each Last Year" - Feb. 27, 2012 (Businessweek)
"Private Equity Faces 'Urgency' to Increase Exits, PitchBook Says" - Feb. 23, 2012 (Businessweek)
"Cooperman Says Investing in U.S. Treasuries 'Makes No Sense'" - Feb. 22, 2012 (Businessweek) with Erik Schatzker
"Goldman Sachs, Advent to Buy TransUnion for $3 Billion" - Feb. 17, 2012 (Businessweek) with Sabrina Willmer and Steven Fromm
"Apollo Global Fourth-Quarter Profit Falls 66% on Market Swings" - Feb. 10, 2012 (Businessweek) with Cristina Alesci
"KKR Profit Falls 68% as Market Volatility Erodes Income From Investments" - Feb. 9, 2012 (Businessweek)
(Professional Service access) Exclusive: "Doughty Hanson Gets Investor Approval to Delay 'Key-Man' Clause" - Feb. 8, 2012,
with Sabrina Willmer
(Professional Service access) "KKR's McVey Says most 2012 Growth to Come From Emerging Markets" - Feb. 8, 2012
"Blackstone Group's Fourth-Quarter Profit Declines 12% on Performance Fees" - Feb. 2, 2012 (Businessweek) with Cristina Alesci
(Professional Service access) "Fortress' Novogratz Sees 'Great' January as Correlation Eases" - Feb. 2, 2012
(Professional Service access) "MatlinPatterson's Lipsky Likes Auto Parts, Chemical Companies" - Jan. 30, 2012, with Stephanie Ruhle
"Warburg Pincus Names 9 Managing Directors at Private Equity Firm" - Jan. 30, 2012 (Businessweek)
"Bain Invests $238 Million in Web Warranty Provider SquareTrade" - Jan. 25, 2012 (Businessweek)
"Schwarzman Said to Avert Financial Disclosure in Stock Reshuffle" - Jan. 20, 2012 (Businessweek) with Cristina Alesci
(Professional Service access) Exclusive: "Ontario Teachers to Cut Private Equity, Venture-Capital Managers" - Jan. 20, 2012, with Cristina Alesci
"Aurora Hires Former UBS Global Restructuring Head Steven Smith" - Jan. 12, 2012 (Businessweek)
(Professional Service access) Exclusive: "Blackstone Puts Surge to Six-Month High as IPOs Slow" - Jan. 6, 2012, with Cecile Vannucci
"CVC Drops Takeover of ConvergEx Amid SEC, Justice Probes of Bermuda Unit" - Dec. 23, 2011 (Businessweek)
"Fortress CEO Mudd Takes Leave Amid SEC's Fannie Mae Lawsuit" - Dec. 21, 2011 (Businessweek) with Cristina Alesci
"Apollo to Buy Stone Tower Capital, Adding $17 Billion in Credit Assets" - Dec. 16, 2011 (Businessweek)
(Professional Service access) "Private Equity Has Worst Quarter for Exits in Almost Two Years" - Dec. 15, 2011
(Professional Service access) "Carlyle Group Buys 42% Stake in Saudi Domino's Pizza Operator" - Dec. 14, 2011, with Arif Sharif
"Web Security Firm Blue Coat Will Be Bought by Thoma Bravo for $1.3 Billion" - Dec. 9, 2011 (Businessweek) with Cecile Daurat
"Former U.S. Treasury Adviser Goldstein Returns to Private Equity" - Dec. 9, 2011 (Businessweek)
Exclusive: "Blackstone's Biggest Investment Shows Shows Clients' Clout" - Dec. 9, 2011 (Businessweek) with Sabrina Willmer
Exclusive: "Blackstone May Get Up to $1.8 Billion From New Jersey Pension" - Dec. 8, 2011 (Businessweek) with Elise Young
(Professional Service access) "Fortress to Raise $3 Billion in Capital This Year, Mudd Says" - Dec. 6, 2011
Exclusive: "Schwarzman Says Blackstone Passed on $6 Billion Texas Teachers Deal" - Nov. 30, 2011 (Businessweek)
with Cristina Alesci
Exclusive: "Schwarzman Says European-Debt Answer Hinges on Fiscal Union" - Nov. 30, 2011 (Businessweek) with Cristina Alesci
(Professional Service access) "TE Connectivity Agrees to Acquire Deutsch Group for $2.1 Billion" - Nov. 29, 2011
"KKR to Acquire Capital Safety from Arle Capital Partners for $1.1 Billion" - Nov. 28, 2011 (Businessweek)
"Providence Equity Partners Said to Weigh Bid for NHL's Maple Leafs Owner" - Nov. 16, 2011 (Businessweek)
with Doug Alexander
"KKR's Sonneborn Says European Banks May Step Up Asset Sales" - Nov. 16, 2011 (Businessweek) with Cristina Alesci
"KKR's Henry Kravis Sees 'Sluggish' U.S. Economic Growth With Flat Earnings in 2012" - Nov. 15, 2011 (Businessweek)
(Professional Service access) "Apollo sees 'Biggest Opportunity' in European Distress for Years" - Nov. 15, 2011
(Professional Service access) "Caesars Entertainment Files for U.S. Initial Public Offering" - Nov. 15, 2011, with Lee Spears
"Brookfield Asset Management Profit Doubles After Power-Generation Gains" - Nov. 11, 2011 (Businessweek)
"Warburg, Goldman Sachs Fund to Buy Endurance International" - Nov. 7, 2011
(Professional Service access) "SAC Capital Spinoff Siris Buys Tekelec for $780 Million" (Stamford Advocate excerpt) - Nov. 7, 2011,
with Amy Thomson
"Apollo Global Posts $1.14 Billion Loss as Buyout Values Fall" - Nov. 3, 2011 (Businessweek) with Beth Jinks
"Fortress Profit Falls 45% on Decline in Hedge-Fund Fees" - Nov. 3, 2011 (Businessweek) with Beth Jinks
Sealy Corp. and KKR & Co.
"Tempur-Pedic Agrees to Acquire Sealy for $2.20 a Share" - Sept. 27, 2012 (Businessweek) with James Callan and John Helyar
"Sealy Directors Under Hedge-Fund Criticism Lose Votes" - April 24, 2012 (Businessweek)
"Sealy Faces Governance Criticism From Second Stakeholder" - March 30, 2012 (Businessweek)
"Sealy Shareholder H Partners Demands Answers on KKR Fees" - March 27, 2012 (Businessweek) with John Helyar
"Sealy Rejects Investor's Criticism of KKR Role in Company" - March 23, 2012 (Businessweek)
"Sealy Holder Targets KKR for 'Poor' Governance, Proposes Changes" - March 12, 2012 (Businessweek)
"Real M&A" Column
Exclusive: "WellCare Joining Universal as Bait With Aging Boomers" - Oct. 26, 2011 (Businessweek) with Pat Wechsler and Jeffrey McCracken
Exclusive: "Jim Beam Inviting Biggest Liquor Takeover Since 2005" - Oct. 24, 2011 (Businessweek) with Duane D. Stanford
Exclusive: "Cloud Peak Value Means Even Record Premium is Cheap" - Oct. 12, 2011 (Businessweek) with Tara Lachapelle
Exclusive: "New Hope Proves Exception to Coal Deals Returning Dust" - Oct. 5, 2011 (Businessweek)
Exclusive: "Akamai Down 57% Lets IBM Vie With Verizon for Takeover" - Oct. 5, 2011 (Businessweek)
Exclusive: "Dollar Thrifty Offering 24% Profit on Bets Hertz Will Seal Deal" - Oct. 3, 2011 (Businessweek) with Tara Lachapelle
and Mark Clothier
Exclusive: "Family Dollar Investors Raise Bets on Sale as Short Sellers Flee" - Sept. 27, 2011 (Businessweek) with Tara Lachapelle
Exclusive: "Tiffany Engagement Worth $12 Billion in Takeover as Alliance Ends" - Sept. 23, 2011 (Businessweek) with Tara Lachapelle
Exclusive: "PepsiCo Poised for 49% Gain Imitating Kraft Breakup" - Sept. 21, 2011 (Businessweek) with Duane D. Stanford
and Tara Lachapelle
Exclusive: "Tyco's Second Breakup Signals 60% Gain in Value for Shareholders" - Sept. 19, 2011 (Businessweek) with Tara Lachapelle
Other Mergers and Acquisitions News
"M&A Activity to Pick Up in Second Half, Barclays's Parker Says" - March 6, 2012, with Margaret Brennan
"David Knowlton Starts M&A Advisory Firm After Selling Watch Hill Partners" - Dec. 6, 2011 (Businessweek)
"Activist Investing Is Detrimental to Long-Term View, Lipton Says" - Sept. 27, 2011
"U.S. Mergers Outlook Likely Good Long Term, Baronoff Says" - Sept. 27, 2011, with William D. Cohan
"DreamWorks, American Eagle Attractive M&A Targets, Report Says" - Sept. 15, 2011
Exclusive: "'Break Them Up' Strategy Behind Spinoff Surge" - Aug. 5, 2011, with Zachary Mider
"Clearwire Drops to Record Low as Sprint Signs LightSquared Deal" - July 28, 2011
"Falcone's LightSquared, Sprint Agree to 15-Year Network Expansion Accord" - July 28, 2011 (Businessweek)
Exclusive: "Leap Wireless Said Near Deal to Name Pentwater Nominees to Board" - July 27, 2011 (Businessweek)
"TV Station Owner Nextar May Sell Itself as Losses Mount" - July 21, 2011 (Businessweek)
"CA Technologies to Acquire Interactive TKO for $330 Million" - June 29, 2011
Verizon Labor Dispute, 2011
"Verizon Workers Ending Strike Helps Carrier Mitigate Losses" - Aug. 22, 2011 (Businessweek) with Crayton Harrison
"Verizon Says Striking Employees to Return to Work This Week" - Aug. 20, 2011 (Businessweek) with Dan Hart
"Verizon Tells Striking Workers It Plans to Suspend Benefits" - Aug. 17, 2011 (Businessweek)
Exclusive: "Verizon CEO McAdam Says Company 'Making Progress' in Labor Talks" - Aug. 13, 2011
"CWA Union, Verizon Appeal to Congress Amid 4th Day of Strike" - Aug. 10, 2011 (Businessweek)
"Verizon to Pay $50,000 Rewards to Stop Vandalism Amid Strike" - Aug. 9, 2011 (Businessweek)
"Verizon Unions Strike for Second Day as Contract Talks Stall" - Aug. 8, 2011 (Businessweek)
"Verizon Labor Unions Begin Strike After Talks Break Down, Contracts Expire" - Aug. 8, 2011 (Businessweek)
Exclusive: "Verizon Unions May Strike on Plan for 'Gutting Health Care'" - Aug. 3, 2011 (Businessweek)
News Corp. Phone-Hacking Scandal, 2011
"News Corp.'s Lost $7 Billion Shows Investor Concern Over Hacking Fallout" - July 12, 2011 (Businessweek) with Brett Pulley
"Murdoch's Riskiest Scrape May Not End With Tabloid Shutdown" - July 8, 2011 (Businessweek) with Jonathan Browning
and Amy Thomson
Technology Patents
"Google Buys IBM Inventions as It Aims to Build Patent Hoard" - July 29, 2011 (Businessweek) with Brian Womack
"Icahn Urges Motorola Mobility to Explore Options for Patents" - July 21, 2011 (Businessweek)
Exclusive: "Apple Joins Microsoft, RIM in $4.5 Billion Buy of Nortel Patents" - July 1, 2011 (Businessweek) with Steven Church
and Tim Culpan
Tablets, E-Readers and Mobile Phones
"IPad, Android Drive 6% Increase in IDC's 2011 Tablet Sales Forecast" - July 8, 2011 (Businessweek)
"E-Reader Ownership Doubles in Six Months, Outpaces Tablets" - June 28, 2011
Exclusive: "RIM Loses Miami Dolphins Fans as Software Developers Defect" - June 27, 2011 (Businessweek) with Hugo Miller
Exclusive: "Banker-Turned-Author Rides E-Book 'Tsunami' at 99 Cents a Novel" - June 21, 2011
Corporate Earnings
"Brocade Declines Most Since 1999 After Missing Forecasts" - Aug. 5, 2011
"Time Warner Profit Increases 14% on Rising Cable, Film Sales" - Aug. 3, 2011
"Xerox Profit Increases 41% on Cost Cutting, Services Revenue" - July 22, 2011
"IBM Gains Most in Two Years After Raising Profit Forecast" - July 19, 2011 (Businessweek)
"Accenture Raises Full-Year Revenue Growth Forecast as Consulting Climbs" - June 23, 2011 (Businessweek)
More
"Sony's 'Men in Black 3' Tops Box Office With $69 Million" - May 29, 2012 (Businessweek) with Michael White
"Tropical Storm Beryl May Make Landfall Tonight in Florida" - May 27, 2012 (Businessweek)
"Oprah Winfrey to Become CEO of OWN After Ratings Fall Short Under Liguori" - July 14, 2011 (Businessweek)
"Technology Spending to Rise 5.6% Outpacing U.S. Growth: IDC" - June 27, 2011 (Businessweek)
"Gannett to Cut About 700 Jobs at Local Papers as Economy Slows Ad Recovery" - June 21, 2011
"One in Three U.S. Workers Wants to Leave Job, Mercer Survey Says" - June 20, 2011
Bloomberg Tower rising above midtown Manhattan. Photo by Andrew Carter Mace.
Learn more about Bloomberg:
"Bloomberg by Doctoroff" - Markit Magazine, June 2013
"Bloomberg and Reuters: The Future of News" - Adweek, April 2, 2012
"Bloomberg's Plan for World Domination" - Newsweek, Nov. 21, 2011
"Cult of Bloomberg way underpinned by accuracy" - The Australian, Sept. 19, 2011
"The Bloomberg Juggernaut" - American Journalism Review, March 1, 2011
"At Bloomberg, Modest Strategy to Rule the World" - The New York Times, Nov. 14, 2009
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