Clarion Capital Partners

We are excited to announce that Jeff Sipos has returned to our team as General Counsel and Chief Administrative Officer. A senior attorney with experience in both private and public companies, Jeff’s expertise in the private equity, finance, and insurance industries will help the firm as we continue to grow and navigate increasingly complex businesses. To read the press release, visit https://lnkd.in/esq9bvER. 

🌐 Investing proactively can mean being early and beating the crowd. In this way, CLO Warehouse Investments may offer an early entry point for astute investors looking to potentially amplify their yields. 🔎 Our latest blog, "CLO Warehouse Investments," offers a window into the formative stage of CLOs, where getting in early could mean substantial future income and profits. Here’s a glimpse of what you’ll uncover: ◾ Insights into strategies for gaining early access into the exclusive world of CLOs. ◾ An in-depth look at the CLO lifecycle, from formation to fruition. ◾ Expert observations on navigating risks to optimize returns on warehouse investments. Poised to harness these dynamic opportunities? Our blog serves as a vital guide. Discover how to potentially differentiate your investment exposure with "CLO Warehouse Investments." 👉 Deepen your understanding. Explore the strategic benefits of CLO warehouse investing. Access the full article: https://hubs.ly/Q02sqwBq0 #CLOInvesting #YieldOpportunities #WarehouseInvestments #InvestmentStrategy #RiskManagement

🔍 High yields and credit protection – an intriguing combination for discerning investors. Our latest blog explores BB Mezzanine CLOs, a potentially differentiated opportunity within the CLO universe. 📊 Insights you'll uncover: ☑️ Factors that contribute to the high yield potential of BB tranches. ☑️ "Self-healing" features that offer credit protection within CLO structures. ☑️ Strategies for identifying opportune moments to invest amidst market volatility. BB Mezzanine CLOs seek a balance between pursuing yields and risk mitigation for opportunistic income investors. Whether you're looking to broaden your knowledge or differentiate your investment exposures, our blog provides a deep dive into the nuanced world of BB Mezzanine CLOs. 👉 For a detailed perspective on this compelling segment of the CLO market, access the full article here: https://hubs.ly/Q02sqcpc0 #InvestmentStrategy #CLOBBs #MezzanineInvesting #CreditProtection #YieldOpportunities

Clarion is excited to announce that we ranked second on the HEC Paris Business School-Dow Jones Small-Cap Buyout Performance Ranking. Clarion was recognized as performing near the very top of a prominent list of global private equity firms generating the best returns between 2010 and 2019. We are very proud to receive this recognition and want to thank our best-in-class team, advisors, LPs, and partners for their continued support. Learn more about the award at https://lnkd.in/evX3DzCc. #privateequity #performanceranking #smallcapfirms

🔎 Searching for higher yields beyond conventional fixed income? Discover our insights on CLO Equity, a segment of the CLO market known for potentially high cash flows. 📘 "Explore 3 Ways to Increase Potential Yields Through CLOs" begins with "Part 1: CLO Equity." This blog offers an in-depth look at this higher-yielding asset class. In this blog, you will: ✅ Explore the factors that drive yields higher for CLO Equity. ✅ Assess the risk-reward profile within the CLO hierarchy. ✅ Consider market conditions and strategies for informed investment decision-making. Investing in CLO Equity requires careful consideration and expertise. Equip yourself with the knowledge that may help enhance your clients’ portfolio income. 👉 For a comprehensive view of CLO Equity and its investment potential and risks, read our full article here: https://hubs.ly/Q02sqjMS0 #CLOEquity #InvestmentInsights #RiskManagement #FinancialEducation #CLOInvesting

🌟 Amidst the rise and fall of interest rates, the role of a skilled CLO Equity manager cannot be underestimated. In the second part of our series, "Why CLO Equity Investors May Have an Edge in a Changing Interest Rate Environment," we delve into the pivotal role of CLO Equity managers. Their expertise can be a decisive factor in potential outperformance. Discover: ✔️ The profound impact of CLO manager decisions on performance. ✔️ The crucial role played by CLO managers in steering through interest rate fluctuations. ✔️ The Top 5 considerations for CLO managers as they steer through volatile markets. CLO Equity can offer a strategic advantage in various rate environments, but it's the expertise of the CLO managers that may lead to further success. 👉 Unlock the full potential of CLO Equity by understanding the essential role of CLO managers. Access the full article here: https://hubs.ly/Q02sqc6f0 #CLOEquity #InterestRates #InvestmentManagement #InvestmentInsight #CLOManagers

🔁 While the directional path of interest rates may be somewhat anticipated, the timing has been less certain. Discerning investors look for opportunities—like CLO Equity—that may be resilient in a fluid rate environment. 📘 Our latest blog delves into the world of CLO Equity, where higher yields and excess spread may provide a solution for investors in a changing rate environment. "Why CLO Equity Investors May Have an Edge in a Changing Interest Rate Environment" unpacks: ➡️ Why excess spread—not rates—drive CLO Equity returns. ➡️ How inherent leverage may structurally enhance performance. ➡️ The importance of active management in navigating credit risk and optimizing results. Every basis point and percentage point can matter. Understanding CLO Equity could open a new way to potentially differentiate your portfolio and solve for interest rate volatility. 👉 For expert insights into CLO Equity, access our full article here: https://hubs.ly/Q02sq6WK0 #CLOEquity #InterestRates #InvestmentStrategy #RiskManagement #FinancialEducation

We are pleased to announce Clarion has raised $677 million in capital for its fourth fund, exceeding our fundraising target of $600 million and above our $650 million soft cap. Thank you to both our existing and new limited partners for your support and trust in Clarion’s best-in-class team and culture. We are grateful for your commitment to our partnership and look forward to continuing our successful strategy of investing in and building lower-middle market growth companies. We are also excited to announce the promotion of David Ragins to President of Private Equity.   Learn more about Clarion’s fourth fund close and David’s promotion in the WSJ: https://lnkd.in/d-2pBP_f   Or read our Press Release here: https://lnkd.in/dgExQ5i9

Tax-exempt institutions leverage alternative investments to enhance results. But with success comes the specter of UBTI—Unrelated Business Taxable Income—that can catch investors off-guard. 💡 How can you maintain access to the high potential of alts without the dread of UBTI? 🛡️ The answer: Group Variable Annuities. These vehicles can be pivotal in navigating the complex terrain of alternative investments, offering a solution for protecting against tax consequences while harnessing performance. 📘 Our latest guide delves into the strategies tax-exempt institutions can employ to pursue performance while staying within the bounds of UBTI regulations. 🔗 Explore the possibilities: https://hubs.ly/Q02dcbCc0 #AlternativeInvestments #UBTI #InvestmentStrategy #FinancialPlanning

📈 Tax-exempt institutions excel by investing in alternatives, yet the risk of UBTI—Unrelated Business Taxable Income—can undermine these efforts. Before UBTI becomes an issue, there are steps you can take. Our "Institutional Guide: How to Optimize Tax-Efficient Returns for Alternative Strategies", explains how Group Variable Annuities (GVAs) can provide a solution for tax-exempt institutions seeking to allocate to alternatives while avoiding the tax pitfalls. 💼 Learn how to maintain your tax-exempt status while optimizing your portfolio. 🔗 Download the guide: https://hubs.ly/Q02dc7G10 #TaxEfficiency #AlternativeInvestments #UBTI #InstitutionalGuide #FinancialLeadership