Dyal Capital Partners

Dyal Capital Partners

Dyal Capital Partners

Overview
Date Founded

2010

Headquarters

1290 Avenue of the Americas,New York, NY 10104

Type of Company

Private

Industries

Private Equity & Venture Capital
Investment Services & Portfolio Management

Company Description

Dyal Capital Partners seeks to acquire minority equity interests in institutional alternative asset management companies worldwide.

Executives & Employees

Senior Vice President Chief Financial Officer

Managing Director Head of the Business Services Platform

Managing Director & Senior Principal

Senior Vice President & Senior Principal

Managing Director

Managing Director

Managing Director

Managing Director

Managing Director

Senior Vice President

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Dyal Capital Partners
Recent Transactions
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purchases Clearlake Capital Group LP

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H.I.G. Capital LLC (Private Equity), Dyal Capital Partners, Wastequip LLC /Private Group purchase Wastequip LLC from Centerbridge Partners LP

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Chenavari Credit Partners LLP, Chenavari Financial Group Ltd., Dyal Capital Partners purchase Creditis Servizi Finanziari SpA from Banca Carige SpA

Transaction Advisors
Legal Advisor

Advised on purchases Clearlake Capital Group LP

Legal Advisor

Advised onNBSH Acquisition LLC, Dyal Capital Partners purchase Sound Point Capital Management LP

Investment Advisor

Advised onDyal Capital Partners, Neuberger Berman Group LLC purchase Chenavari Credit Partners LLP from Chenavari Financial Group Ltd.

Associate

Advised onNBSH Acquisition LLC, Dyal Capital Partners purchase Sound Point Capital Management LP

Counsel

Advised onNBSH Acquisition LLC, Dyal Capital Partners purchase Sound Point Capital Management LP

Legal Advisor

Advised onDyal Capital Partners, Neuberger Berman Group LLC purchase Chenavari Credit Partners LLP from Chenavari Financial Group Ltd.

Investments
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JANA Partners primarily employs a long/short “value + catalyst” strategy to identify attractive investment opportunities over the full cycle of market and economic conditions. The firm seeks investments that can be made at discounts to their estimates of intrinsic value as determined by fundamental analysis and where there are one or more identifiable catalysts for recognition of that value within a defined investment timeframe. Such catalysts may include, among other events, a material corporate event (such as a sale of the company, restructuring or recapitalization), a significant change in the business model or a change in management, competitive position, or market recognition. JANA's short strategy typically represents the inverse of their long strategy. Also, in some cases, JANA effects short sales of securities for portfolio balance. Investments span a broad spectrum of industries and geographies, generally focusing on companies with large market capitalizations. Investments include, but aren't necessarily limited to, equity and debt securities of companies, options and other derivatives, and private investments. In certain situations, JANA may seek to bring about change at companies in which they have invested by either working with management to effect change or, where management is unwilling to do so, pursuing a shareholder activist strategy. In addition, a small portion of their strategy is dedicated to trading-driven strategies which may fall outside of their “value + catalyst” strategy, including engaging in opportunistic trading that seeks to capitalize on relative value, price momentum, market dislocations, syndicated offerings and other strategies to identify attractive investment opportunities. JANA Partners often engages in shareholder activism and is included in the SharkWatch50 as one of the most prominent activist investors.

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Blue Harbour Group's primary investment strategy involves investing primarily in publicly-traded equities and equity-like securities of US and Canadian mid-cap companies that they believe are undervalued by the public securities markets. Their investment strategy also often involves Blue Harbour seeking to be a significant minority shareholder in portfolio companies. They take a private equity approach to public market investing and aim to deliver superior returns through a value-oriented investment strategy focusing on companies that are (or should be) implementing strategic change.Blue Harbour looks for companies they believe are fundamentally undervalued and seeks to enhance returns by identifying and suggesting initiatives to create value. The firm also invests in companies undergoing an event precipitated by the company itself or by third parties, such as takeovers, significant management changes, changes in strategic direction, acquisitions, divestitures, mergers, liquidation procedures, recapitalizations or balance sheet restructurings. Blue Harbour may also make investments in industry consolidation and acquisition strategies, busted deals, orphaned equities, and other situations. In addition, the firm may invest in equity or total-return swaps, foreign exchange forward contracts or other notional principal or derivative contracts.

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Capstone Investment Advisors trades globally across equities, fixed income, FX, and commodities. Capstone is a multi-strategy investment manager that focuses on relative value trading with a volatility bias. Capstone employs a quantitative approach to trading and our business is model driven with a qualitative overlay. Capstone serves as investment manager to the Solutions Accounts, a series of single investor funds and one comingled fund that, as a primary objective, provide “tail-risk protection”, “equity replacement”, or “opportunistic investing” with respect generally to global-equity, fixed income, commodities and volatility markets or that provide passive strategies such as equity replacement. Capstone serves as investment manager to the Capstone Volatility Master (CVM) which focuses on volatility arbitrage. CVM’s primary objective is to achieve long term capital appreciation that is uncorrelated or negatively correlated with global equity markets. CVM seeks to achieve its investment objective primarily through a combination of “Risk-On” and “Risk-Off” strategies, as well as other investment strategies that Capstone believes are complementary to overall portfolio construction. CVM seeks its trading opportunities globally, primarily in U.S., European and Asian markets. Currently the focus of CVM’s is multi-strategy volatility trading across the equity, fixed income, commodities, convertible bond and foreign exchange markets. CVM may also pursue volatility arbitrage opportunities outside of such markets and its focus may move to any such other markets away from the markets listed above. Capstone also undertakes strategies that are not solely specific to volatility arbitrage, including statistical arbitrage, systematic futures, risk arbitrage, convertible bond opportunities, fixed income relative value, including inflation, and event driven strategies. Capstone may add additional related strategies or modify existing strategies, as it sees fit. The firm's Diversified Dynamic Alpha (DDA) Fund employs a diversified global macro approach that allocates capital to various asset classes, investment strategies and investment styles. The investment strategy consists of the following three integrated sub-strategies: (i) long term fair value, discretionary global macro, and systematic global macro strategies.