PRIVATE EQUITY FIRMS INCLUDING GENERAL ATLANTIC, BLACKSTONE, AND HELLMAN & FRIEDMAN IN DISCUSSIONS TO SUPPORT NEW VENTURE - WSJ
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy BX?
Source: moomoo
- Private Equity Firms in Talks: General Atlantic, Blackstone, Hellman & Friedman are in discussions to back a new venture.
- Focus on New Investment: The talks indicate a strategic move by these firms to invest in emerging opportunities within the market.
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Analyst Views on BX
Wall Street analysts forecast BX stock price to rise
12 Analyst Rating
5 Buy
7 Hold
0 Sell
Moderate Buy
Current: 112.730
Low
166.00
Averages
176.60
High
205.00
Current: 112.730
Low
166.00
Averages
176.60
High
205.00
About BX
Blackstone Inc. is an alternative asset manager. Its asset management includes global investment strategies focused on real estate, private equity, infrastructure, life sciences, growth equity, credit, real assets, secondaries, and hedge funds. Its Real Estate segment comprises its management of opportunistic real estate funds, Core+ real estate funds, and real estate debt strategies. Its Private Equity segment includes its management of flagship Corporate Private Equity funds, sector and geographically focused Corporate Private Equity funds, core private equity funds, an investment platform, and others. Its Credit & Insurance segment consists of Blackstone Credit & Insurance, which is organized into three overarching strategies: private corporate credit, liquid corporate credit and infrastructure and asset-based credit. Its Multi-Asset Investing segment is organized into four investment platforms: Absolute Return, Multi-Strategy, Total Portfolio Management, and Public Real Assets.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Successful Fundraising: Blackstone Capital Opportunities Fund V (COF V) successfully raised over $10 billion, reaching its hard cap, reflecting strong institutional demand for private credit and reinforcing Blackstone's investment capabilities through market cycles.
- Historical Performance: Since its inception in 2007, Blackstone's opportunistic credit strategy has generated a 13% net internal rate of return (IRR), indicating robust performance in complex market environments and enhancing investor confidence in future returns.
- Flexible Investment Strategy: COF V benefits from a broad investment mandate across various industries and geographies, leveraging Blackstone's strong sourcing engine to deploy capital flexibly in the current market, providing structured solutions to companies with strong thematic tailwinds.
- Industry Leadership: Blackstone Credit & Insurance, as one of the world's leading credit investors, manages $520 billion in assets and is committed to delivering attractive risk-adjusted returns for institutional and individual investors, further solidifying its leadership position in the private credit market.
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Blackstone's Fund Closure: Blackstone has closed its flagship opportunistic credit fund, which has surpassed $10 billion in assets.
Market Impact: The closure of this fund is seen as a significant move, reflecting challenges in the current market environment.
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- Private Equity Firms in Talks: General Atlantic, Blackstone, Hellman & Friedman are in discussions to back a new venture.
- Focus on New Investment: The talks indicate a strategic move by these firms to invest in emerging opportunities within the market.
See More
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- Rising Costs: The Iran war has driven raw material and packaging costs up, with polyester prices increasing over 40% since the conflict began, complicating companies' ability to pass costs onto customers and impacting production and profitability.
- Weak Demand: Although tariff relief from the U.S. provided temporary respite, industry leaders warn that a prolonged war could dampen U.S. consumer demand, leading to declining sales and rising inventories, posing significant challenges for retailers.
- Production Cuts: Companies like Filatex have already reduced production by 25% and are awaiting demand recovery, with widespread concerns that failure to pass on costs could lead to larger-scale production cuts, further affecting employment and economic growth.
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- Partnership Termination: Walmart has ended its agentic commerce deal with OpenAI due to poor conversion rates, which not only impacts OpenAI's reputation but may also lead to decreased client confidence in the future.
- Funding Plan Revealed: OpenAI is seeking private equity funding, promising up to a 17.5% return for preferred investors, indicating pressure in fundraising that could affect its IPO prospects.
- Unclear Profit Model: Despite an IPO valuation approaching $1 trillion, the lack of a clear monetization strategy raises investor concerns about sustainability, potentially diminishing market interest in its stock.
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- Takeover Agreement: Senior Plc has agreed to a £1.4 billion takeover proposal led by Tinicum and Blackstone, marking a likely end to months of interest in the UK-based aerospace and defense supplier, reflecting investor focus on undervalued British firms.
- Market Stability: Senior's shares imply a market value of approximately £1.21 billion, and while the stock has climbed about 15% since takeover interest emerged, it remained little changed during midday trading, indicating cautious market sentiment regarding the acquisition.
- Board Support: The board of Senior intends to support the transaction, citing the consortium's experience in aerospace and industrial investing as a key factor, with its largest shareholder, Alantra, indicating plans to vote in favor of the deal, enhancing the transaction's feasibility.
- Optimistic Industry Outlook: Tinicum pointed to its long-term focus on aerospace and industrial businesses, planning to combine Senior with its recently acquired AeroFlow Technologies to enhance earnings potential post-acquisition, demonstrating confidence in future growth prospects.
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