Category Archives: Investment Industry

An inside look at the acquisition deal between Fortress Investment Group and Softbank

The past year has been one full of changes for New York-based alternative investment giant, Fortress Investment group. The company which is led by three principals, has been undergoing significant transitions following the closing of the $3.3 billion acquisition deal between it and Softbank in 2017. Even though Fortress will remain independent, being under Softbank is quite a big deal, and most of its activities in 2018 revolved around the integration of the firm into Softbank’s growth strategies.

Based on the comments of the leaders, both Fortress and Softbank seem to have been satisfied with the terms of the merger. Commenting on the matter, Softbank founder and chief executive officer, Masayoshi Son said that his company is excited to have a market leader like Fortress on board. Masayoshi also went ahead to add that he looks forward to benefitting from the expertise of its three principals who for the past two decades have displayed top shelf expertise by molding the company into a world-class investment firm. Besides having a respected asset management firm as part of its holdings, Softbank will also get to tap into Fortress’s top-notch management capabilities. Through the merger, Fortress Investment group now becomes the first hedge fund to go public and go private on the NYSE.

Even though they remain two separate entities despite the acquisition deal, both Fortress Investment Group and Softbank share a similar goal. They both plan on working together to strengthen their strategies and as a result, take over the private equity industry which is currently dominated by companies like Carlyle and the Blackstone Group. Both companies also benefit each other big time as Softbank inches closer to its goal of creating the most significant tech ecosystem while Fortress gets to tap into Softbank’s vast network of partners while at the same time operating in the private equity realm.

About Fortress Investment Group

Fortress Investment Group is a well-established alternative asset management firm which commenced its operations in 1998. Within its two decades in existence, Fortress has grown into a market leader, and oversees global assets worth over $40 billion and has over 1700 investors spread out across the world as its clients.

Read More: www.inc.com/profile/fortress-investment-group

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Matt Badiali: Investing In American Energy Independence

It is common for the average investor to examine with scrutiny any investment opportunity that promises guaranteed returns. Whenever Matt Badiali, the chief expert on natural resource and commodity industry for Banyan Hill Publishing Company, announced the discovery of what he calls Freedom Checks it naturally raised suspicions. Matt Badiali did not begin his career in the industry. Matt Badiali originally wanted to be a scientist and went to school in order to receive his bachelors of science degree are sciences. He went on to receive a Masters degree from Florida Atlantic University in geology and was in the process of receiving his Ph.D. when he decided to switch careers and join the finance industry after being persuaded by a close friend. Since then he has synthesized his unique combination of knowledge and expertise in an effort to help inform readers of unique investment opportunities that present themselves in the natural resource commodities markets. Read more about Freedom Checks at banyanhill.com.

During this process, he was working on a project that had him in contact with some of the worlds leading figures in the oil and gas industries. During his research as part of this project, he discovered the existence of a specific type of corporation labeled master limited partnerships. If a company is a master limited partnership, they are able to operate in a tax-free manner. In the 1980s in an effort to help encourage the energy Independence of the United States of America Congress enacted a special piece of legislation referred to as statute 27 – F. As a result of this legislation corporations were eligible to operate tax-free if they met a list of requirements. The corporations were required to generate 90% of their income from the production, distribution, transportation, and development of oil and natural gas domestically within the United States of America. In addition, the corporation must pay out 90% of its revenues to shareholders in a process called distribution. It is this distribution which Matt Badiali has referred to as Freedom Checks.

Freedom Checks represent a unique way for the investor to invest not only in their own financial future but also in the future of the energy independence of America. The money that you receive through these Freedom Checks is treated as a return of capital eating that you are taxed at the lower capital gains rate tax instead of, the higher income tax rate. Not only that but if you were to sell a share of an MLP it is also treated as a return of capital and taxed at the capital gains tax rate.

Check: https://moneymorning.com/2018/03/08/the-truth-about-freedom-checks-not-a-scam/

 

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Understanding the Market with Southridge LLC

When it comes to handling your finances, a financial advisor comes in handy. This is because in as much as you may have the right idea, allocating funds come with challenges. Southridge Capital is a private firm specializing in financing, the development of business strategies and restructuring. The company was established in 1996. At Southridge LLC, the team commits to catering for your financial needs. Until now, it has provided excellent financial services to over 1,000 clients. Southridge LLC is located in Ridgefield, Connecticut.

Management

When it comes to managing hedge funds, Southridge LLC has a committed team that is not only experienced but also dedicated to making sure that clients are satisfied with the provided services. The company is experienced to the point of handling over 250 public companies. This gives it a unique understanding when addressing loans and the required interest rates.

Services

Southridge Capital advises corporate firms. The insight comes from an expert team that has worked with growing companies for decades. The team can also advise clients on organizational financial issues. From public to individualized companies, Southridge LLC is always ready to handle issues as they come.

Financial Analysis

Southridge LLC is prominent for creating highly detailed, financial statements. These statements are based on operational assumptions. Aside from that, they are analyzed uniquely. The teams in charge of this analysis are qualified to estimate cash needs by determining the appropriate valuations encompassing the enterprise value.

Reorganization

Once in a while, companies need to reorganize their financial structure. This stage includes streamlining the manufacturing processes, reviving product lines and brands in addition to incorporating management changes. Southridge LLC commits to handling a company’s restructuring needs by offering the right advice. In other cases, a company may need to file for bankruptcy. Southridge LLC provides the right advice in such situation. For more details visit Crunchbase.

Credit Enhancing

Southridge LLC understands that companies rely on creditworthiness for loans. Therefore, the company helps such companies to enhance creditworthiness. This is achieved by converging ideas from creditors in order to eliminate debts. Southridge LLC understands the value of working with companies to earn stellar reputation.

Read more: https://www.newswire.com/southridge-partners-ii-formerly/188538

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Burch Creative Capital: Their Name Says it All

Burch Creative Capital was founded by Christopher Burch and is based in New York. It is heavily influenced by Chris’s 40 years of experience as an entrepreneur and investor. Just as the company’s name implies, Chris’s business ideas are unique but are also created in conjunction with his sound financial skills. This strategy has produced in excess of 50 companies that reflect his creative philosophy.

Chris’s unique approach to business also comes through his gift choices for loved ones. He states that he enjoys giving gifts that loved ones would not normally buy for themselves. They include the Snowe Home Candle Set, Trademark Cooper Cage Tote, Barbour Gisburn jacket, goodies from Fatty Sundays or Pretzelables and the U.S. Jaclean Zero-Gravity massage chair. Recipients may also receive notice of charitable donations given using their name.  Check releasefact.com for a related article.

Chris’s desire to encourage others not only shows itself in his gift choice of charitable donations, it also comes to through in his business ventures. He desires to utilize his resources and knowledge to assist other creative-minded entrepreneurs. This is what inspired him to found his company. He continues to fund other businesses to bring amazing products to the world such as those in the organic food and hospitality industries.  Additional article on architecturaldigest.com.

Specifically, Burch Creative Capital’s portfolio includes ED by Ellen DeGeneres, Cocoon 9, and Poppin, to name a few. The company is branching out to include consumer products such as BaubleBar, Brad’s Raw Foods, and Little Duck Organics.  Related article here.

Chris Burch believes that the way to conduct business and launch products such as the ones mentioned above is to combine creativity and productivity. For instance, he believes that businesses should allow a certain amount of time for brainstorming for each idea. Then, employees should be encouraged to create and work together by writing down ideas or sketching thoughts as they are meeting. Finally, Burch believes employees should keep a notebook or pad next to them as they are working in case ideas come to them in the moment.  More of his views in this link on entrepreneur.com.

Burch Creative Capital’s values of imagination and creativity can be kept alive in an environment such as previously mentioned. This leads to creating products that make a positive and lasting influence on consumers.

Take a quick trip to his famous investment on http://www.businessinsider.com/chris-burch-nihi-best-hotel-in-the-world-2017-7

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Chris Burch’s Move To Hospitality An Instant Hit

Following his successful ventures into international retail brands, Chris Burch now has his hands in the hospitality industry. Burch is no stranger to retail branding as he’s founded and co-founded several of them. C. Wonder and Tory Burch are just two of the renowned brands.

In 2012, Burch decided to tackle hospitality. Along with James McBride, Burch purchased a beach hostel in Sumba, which is an Indonesian island. The two spent $30 million in renovations. They opened up the hostel in 2015 as a five-star resort under the Nihiwatu name. Burch explained to Business Jet Traveler that his goal was to support the community. He hopes to do that by having his children preserve the resort. The following year, Travel + Leisure named Nihiwatu the best hotel in the world.  Check businessinsider.com for more reading.

Burch is the founder of Burch Creative Capital. He also maintains the role of CEO with the firm. Burch certainly isn’t new when it comes to entrepreneurship and investment. He has over 40 years of experience. Back in 1976, he invested $2,000 to start Eagle’s Eye apparel along with his brother Bob. Burch had his first taste of success, as the company managed to reach $165 million before being sold to Swire Group.  To know his latest innovative product in the market, hit inc.com.

Related article on architecturaldigest.com.

Part of why Burch has had success with international brands is his sense of how consumers respond and where they are likely to show interest. The experience factor also comes into play, as Burch knows how to reach a consumer base as well as retain a sizable portion of that group.  For his views on things around his area of focus, click on this.

More of his entrepreneurial views on https://www.entrepreneur.com/article/222766

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Chris Burch Nihiwatu Island – 5 Star Resort and World’s Best Hotel

The fashion and design mogul Chris Burch has a new project to add to his list of projects to boast about. Beating out Obama’s favorite Indonesian vacation spot, the hotel represents the ultimate in luxury. It was originally purchased from a New Jersey couple, and Chris Burch tapped the expertise of his friend James McBride to purchase this beach hostel. It was re-opened in 2015, with the name of the hotel changed to Nihi which is also the largest employer on the island where it is sitting.   More to read about the luxury resort on businessinsider.com.

Chris Burch and the owners of the hotel give a portion of the profits to the Sumba Foundation which is a nonprofit that helps the local community. Guests can even choose to rent out Chris Burch’s private home, with a plunge pool that has views over Nihi Beach and across the Indian Ocean. The hotel even features an amazing covered entertaining area outside. Tree houses and traditional antiques are also featured prominently among the collection, with a beach spa right outside. The resort also regulates the number of surfers whom are outside at once to tailor the experience that each surfer has.  Have a tour to an entrepreneur’s getaway, hop over to architecturaldigest.com.

Christopher Burch is the founder of Burch Creative Capital. This firm is based in New York City, and has made investments in creative businesses. He grew up in a middle class family and started his first apparel company with a $2,000 investment where he sold sweaters door to door. This company grew to be a $60 Million company which had $140 Million in sales per year. Check bjtonline.com. He also co-founded the brand Tory Burch, and began Burch Creative Capital after selling his stake in Tory Burch. Burch Creative Capital has made investments in Voss Water, among a wide range of industries. He has also invested in internet and telecommunications, and helped Ellen DeGeneres launch her lifestyle brand.  To know his latest innovative product in the market, hit on this.

Have a closer look at the diversity of his business investment, visit http://www.burchcreativecapital.com/

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Why Chris Burch Has Put A Lot Into Nihiwatu Resort

Chris Burch has put a lot of effort into property developments over the years, and his latest great investment is in Nihiwatu Resort in Indonesia, a multimillion dollar property in Indonesia. Business Insider actually rated it as the “World’s Best Hotel” due to the fascinating design and the allure of the resort as a whole. On this very property you can also find Chris Burch’s mega mansion with a lot of artwork and features that rival those of other billionaires like Bill Gates and even Donald Trump. Burch has made it big in real estate because he’s built so many other businesses from scratch over the years.  Read his views on matters around his area of focus, check entrepreneur.com.

Chris Burch started his business startup career back in the 1970s while he and his brother were in college. It began with sweater manufacturing where the two businessmen would buy sweaters from a local factory and then resell them for a profit, and in time they had enough to buy their own apparel outlet. They named the company Eagle Eye Apparel and ran it until the late 1990s before selling it for over $60 million. In the meantime he had also invested in an internet technology and financial services company, and in 2004 also financed the Tory Burch fashion company.  More to read here.

For his latest innovative offering to the market, hit on inc.com.

Around the mid-2000s, Chris Burch started Burch Creative Capital to find disruptive companies that had tremendous potential to take on big companies. He also offered guidance to Ellen DeGeneres to launch her own lifestyle brand that can be found at ED.com. Burch’s first real estate investment came in 2004 when he became a partner with an Argentine company that built the Faena Hotel+Universe which is one of Buenos Aires’s biggest luxury hotels. From there he became a frequent investor in turning properties across the east coast. From a $14 million home he turned around in the Hamptons to his current Nihiwatu home, Burch has made his mark in the real estate world.  Visit an entrepreneur’s getaway, hit architecturaldigest.com.

Take a tour to his awesome resort investment on http://www.businessinsider.com/chris-burch-nihi-best-hotel-in-the-world-2017-7

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Christopher Burch’s Strides in the Business World

Christopher Burch is the Chief Executive Officer as well as the founder of Burch Creative Capital. This company is driven in an investment philosophy which highly expresses Christopher’s vision for upcoming market opportunities, incubation, applying imagination, creativity, support, and scale, long-lasting and positive impact on customers’ lives, leading to exemplary brands and businesses that have an aim. Burch values entrepreneurship and believes that with ambition, everything is possible when it comes to the business world. Being a successful investor, Chris is regarded to be diverse in the business world since he is a part of a wide range of industries such as real estate, technology, and fashion.  More to read here.

To just have a sneak peak of Burch’s education background, he studied in the Ithaca College where he was able to obtain his undergrad. His business skills and entrepreneur nature were evidently seen when he collaborated with his brother to start Eagles Eye apparel. Little did Christopher know that this would be his ticket to a breakthrough in his career and to cut a long story short, the apparel grew significantly and was worth one hundred and sixty-five million dollars before they decided to sell. Under Burch’s leadership, the brand portfolio of Burch Creative Capital includes ED by Nihiwatu, Cocoon9, Ellen DeGeneres, and Poppin.  Learn his new and follow on investments, click on prnewswire.com.

Mr. Christopher has invested in Nihiwatu hotel to promote tourism and also improve the local community’s livelihood. Nihiwatu is one of the best hotels in the world. Check this link on businessinsider.com to read more about Nihiwatu.  Burch is a co-owner of the hotel, has ensured that this hotel has the best services. He has used over thirty million dollars that are intended to go into building new amenities and villas, keeping its unique reputation intact and hiring the locals. The hotel has a catchphrase, On the Edge of Wildness, which keeps it unique and interesting at the same time. Other than being a tourist destination, Burch has made sure that the hotel also gives back to the society through community programs. In fact, the government of Indonesia felt motivated by the work of Nihiwatu towards the community and started its program of offering aid and infrastructure development. To read more of his views on matters around his area of interest, head over to entrepreneur.com.

Know his latest innovative offering to the market, visit https://www.inc.com/magazine/201106/chris-burchs-latest-cool-company.html

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Chris Burch, the Most Successful Real Estate Mogul

Christopher Burch was born on 28th March 1953 and happens to be the founder and the CEO of the famous Burch Creative Capital which is a Newyork based firm that has been entrusted in the management of brand development and venture investments. He also happens to be the Co-founder of Tory Burch LLC. By the year 2012, he was already a known billionaire who has committed his life for the betterment of other people too. He was listed by Forbes in February 2012 after his valuation that was his stake at C. Wonder which increased his net worth. He was also an aggressive investor of the famous Guggenheim Partners. He is always committed to his company’s success and has never been left behind when it comes to matters developing his life.

Chris Burch early life

He was born in a middle-class family and raised in Wayne in Pennsylvania. He is from a family of ten and had a father who used to work in the mining field. He owned mining equipment and also supplied them in the respective places. He has been on the frontline working harder towards ensuring that he becomes a greater person in future. This used to be his longtime dream since he was very young.   Read his insights and views on things around his area of focus, hit on this useful link.

According to bjtonline.com, Chris Burch went to the famous Ithaca College in the year 1976 and that is when they opened a fashion business with his brother. They had an initial investment of $2,000 and they named their business s Eagle’s Eye apparel. They could buy sweaters at a wholesale and later sell them at a good profit. They were able to sell them to every campus colleague and thus increasing their sales. They later established a company that would help them produce a new brand of sweaters and this enabled them to sell to every door to door. The company did very well and within a year of successful sales, they had an accumulated revenue of $140 million and had also been able to open more than 50 retail stores. This was a great improvement and it was an indication of great managerial skills. They later sold part of the company to Swire Group and later sold the whole in the year 1998 at $60 million.  For his new and follow on investment, check on prnewswire.com.

That was a great boost to his new real estate business and they were able to create a lot of partnership with many people towards establishing great hotels in the industry. Chris Burch started by establishing the best shops and retail centers in the country to the best hotels. Currently, he has invested in great shopping complexes in the region.  For an overview of his diversified business investments, head over to burchcreativecapital.com.

Take a tour to one of his awesome investment, visit http://www.businessinsider.com/chris-burch-nihi-best-hotel-in-the-world-2017-7

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The Challenges of AmEx and Keeping Billionaires like Chris Burch

A recent news that hit the financial markets showed that there is a sharp decrease in the credits cards purchase supported by the AmEx network. Sadly, people, especially rich, are leaving its cards and moving to other cards in the industry. Entrepreneur, Chris Burch, who was a loyal customer of AmEx cards since 1979, shifted all of his spendings to Sapphire Reserve card offered by J.P. Morgan Chase, this year. Retaining customers like Burch is considered to be one of the critical challenges of the new Chairman of the firm, Stephen Squeri.

It is already confirmed that the firm is experiencing stiff competition from other banks and payment companies like PayPal. Therefore, Squeri is going to experience tougher days, and his priority should be bringing back millennials as well as loyal customers. Chris Burch confirmed that the concierge service offered by AmEx was not helpful for him to get tables at many high-end restaurants in New York City. He felt that hotel upgrade given to the card was bland. During that time, the employees of Burch suggested him Sapphire Reserve card, and he started using it.

However, Burch wrote about his disappointment to Kenneth Chenault, the outgoing Chairman of the AmEx. To add his disappointment, Burch received a generic email from the customer relations department, after a few weeks. It was clear that AmEx was missing competitive edge slowly and depleted its market without showing any regain strategy. It is confirmed that the card purchase volume of AmEx fell to 22.9% in 2016 to the total card purchase volume of the country compared to 25.4% in 2015.

Chris Burch is a renowned entrepreneur known for investments in various industries from fashion to hospitality. He also founded Burch Creative Capital, a firm that looks for creating disruptive brands in multiple industries by focusing on the entrepreneurial vision and values of Burch. It also efficiently utilizes the market opportunities, incubation, and creativity to produce long-lasting impacts on customer’s life.  To learn more about his entrepreneurial vision and output, check burchcreativecapital.com.

To read his views on business related matters, head over to this.

Interestingly, Burch has created over 50 disruptive brands during his 40 years of career. He is known for nourishing brands include Jawbone, Voss Water, Poppin and TRADEMARK, ED by Ellen DeGeneres, Faena Hotel + Universe, Nihiwatu, Cocoon9, and more.   Read more about one of his successful investment, click on businessinsider.com.  Burch started his ventures since his college days by founding Eagle’s Eye apparel. He is also known for many philanthropic initiatives and contributed to The Sumba Foundation, The Henry Street Settlement, NYU Langone, Mt. Sinai Hospital New York, and more.  More to read on bjtonline.com

Be updated with his latest cool offering to the market visit https://www.inc.com/magazine/201106/chris-burchs-latest-cool-company.html

 

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