Gary Epstein

The $9.25 billion sale of Filtration Group to Parker-Hannifin has entered into a definitive agreement, valuing the innovator at more than $10 billion. Lincoln International was honored to serve as the exclusive sell-side advisor to Madison Industries, and this landmark transaction creates one of the largest global industrial filtration businesses positioned for continued growth.   Read more about this transaction: https://lnkd.in/gqpFX-Hc #industrials #transaction #investmentbanking

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Index funds offer low cost and diversification, but also growing risks, with rising concentration and valuations. Active managers that look different from the index can carve a role for themselves in portfolios if they can consistently add value. Read more: https://lnkd.in/gznuiBhS

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D.A. Davidson announces the successful closing of $245,800,000 Series 2024 Senior Living Revenue Bonds for Chiara Housing and Services, Inc. to acquire six campuses in Wisconsin which are managed by Capri Communities. Rick Lohr Amy Hayman Ogieva Guobadia, CFA Mary Kathryn Harris Shaliese Gramoll

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Amy Small, executive director of institutional custody, spoke with Ignites about how custodians struggle to keep up with the private-assets arms race. She shares, "In order for custodians to be able to scale services for private assets in the way they do for public ones, there needs to be an industry standard for doing private asset valuations and post-trade activities" Subscription required to view. Read our disclosures here: https://lnkd.in/gtvV5Zcx

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Our Investment Research Team led by our CIO, Brian Collins recently hosted our 2026 Investment Roundtable, a gathering of senior investment professionals from American Century Investments®, Apollo Global Management and DWS Investment Management. During the roundtable, the panelists discussed a range of topics, including their views on the U.S. and global economy, asset allocation positioning, the outlook for domestic and foreign investment markets and a few of the risks that investors should consider as they look ahead in 2026. Explore the summary of their conversation here: https://ow.ly/MmC930sSSMZ #RPW #Retirement #HUBRPW

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What are CLOs, and why are more investors paying attention to them? Nuveen’s new CLO Hub breaks down the fundamentals, from “What is a CLO?” to evolving use cases and insights from Himani Trivedi, Head of Structured Credit. ➡️ Explore videos, FAQs, articles, and more: www.nuveen.com/clo

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Interested in private markets, or advising clients who are? Capital Group recently joined forces with KKR to better serve evolving client needs in the U.S. In the latest episode of Capital Ideas, Scott Nuttall joins Mike Gitlin and Matt O’Connor to share the origin story behind this powerful partnership. Don’t miss it: https://apple.co/4lJ4O9P Important disclosures: https://bit.ly/4mtMqD4

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The $9.25 billion sale of Filtration Group to Parker-Hannifin has entered into a definitive agreement, valuing the innovator at more than $10 billion. Lincoln International was honored to serve as the exclusive sell-side advisor to Madison Industries, and this landmark transaction creates one of the largest global industrial filtration businesses positioned for continued growth.   Read more about this transaction: https://lnkd.in/e6mEM8zd #industrials #transaction #investmentbanking

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