NEW YORK--(BUSINESS WIRE)--154 Partners (“154” or the “Firm”), a private equity firm focused on partnering with founders and owner-operators, announced the final closing of 154 Partners Fund I LP (together with its parallel vehicle, the “Fund” or “Fund I”) at its $400 million hard cap. Isaac Harrouche and Mike Berlin launched the Firm in January 2025. The Firm primarily invests in residential, business, and sports & live event services. Since its debut last year, 154 has invested in an acco.

We bought four “new” holdings in the quarter. Two of the four — Blackstone and Otis — we have owned before. In IT, we exited Oracle and trimmed Broadcom. Our five-year investment in Oracle proved highly profitable as the company transitioned its business model from licensing to software-as-a-service. On the semiconductor side, we modestly reduced our position in Broadcom to fund our new investment in Taiwan Semiconductor.

MARLBOROUGH, Mass. & NEW YORK & SAN FRANCISCO & FORT WORTH, Texas--(BUSINESS WIRE)---- $HOLX #holx--Blackstone and TPG Complete Acquisition of Hologic Accomplished MedTech leader Joe Almeida named Chief Executive Officer.

Senior Plc on Tuesday said ​it had agreed to a takeover ‌proposal from a consortium comprising investment firms Tinicum and Blackstone , valuing the British aerospace ​and defence supplier at 1.4 billion ​pounds ($1.85 billion).

NEW YORK--(BUSINESS WIRE)--Blackstone (NYSE: BX) today announced the final close of Blackstone Capital Opportunities Fund V (“COF V”), with over $10 billion of investable capital. The fund was oversubscribed and closed at its hard cap. This fundraise builds on Blackstone Credit & Insurance's (“BXCI”) 20-year track record investing through market cycles. Blackstone's opportunistic credit strategy has generated a 13% net IRR since inception in 2007. Blackstone manages $520 billion of total as.

Backed by Nvidia, Firmus raised $505 million at a $5.5 billion valuation as it accelerates expansion of AI-focused data centers.

Blackstone remains a high-conviction Buy as valuation compression has outpaced any fundamental weakness, creating an attractive entry point. BX's FY2025 fee-related earnings rose 9% to ~$5.7B, with 11% fee-paying AUM growth and 48% of AUM now perpetual, enhancing earnings quality. Distributable Earnings surged 19% to ~$7.1B, and net realizations spiked ~50%, demonstrating robust monetization despite macro-driven exit timing uncertainty.

A massive AI wealth transfer may already be underway as tech companies enclose the infrastructure of the AI economy.

Asset managers sold off with SaaS, despite limited real exposure. AI fears are likely overstated as core earnings remain strong. Historical discounts; insiders are buying aggressively.

This article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms. We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks. In addition to the primary list that yields 4.26%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.