private equity

To: Solar Capital Corp. The Other Investors Listed on Schedule A Re: Purchase of SunGard Data Systems Inc. Reference is made to the Agreement and Plan of Merger, dated as of the date hereof (the “Merger Agreement”), between Solar Capital Corp., a Delaware corporation (the “Merger Co”) and SunGard Data Systems Inc., a Delaware corporation

Dear Philip Mintz: It is my understanding that your are in discussions with Deepak Moorjani about a possible position at GE. As a matter of introduction, I was CEO at Apple Computer until 1996 and a client of GEISCO at the time. As such, I had a fond experience with Jack Welsh who invited me

Deepak Moorjani recently visited you in New York to provide an update on Upstart Capital. It must be hard for you to stay focused and positive following the terrible events in the city. My thoughts are with the people in New York. I wanted to provide my sense of where we are with Upstart given

The harsh fundraising climate facing venture capital firms could be a great opportunity for CalPERS, which manages a whopping $170 billion in retirement assets on behalf of California’s public employees. Indeed, at a time when some pension funds are reducing their allocation to venture funds, CalPERS is increasing its exposure to venture investments. Earlier this

I have summarized my thoughts about the portfolio companies in terms of rescue or exit. Although we do not have any real dogs, it is probably fair to say that we do not have any clear winners either. Here is a review (and the hindsight), from worst to best. Netactive I no longer understand where

Let me give you my thoughts (again). In the ‘old technology’ world – personal computers, LAN networking products, microprocessor chipsets – each market sector had a few companies employing thousands of people to implement the design, the manufacturing and the marketing of technology products. Some of the reasons for this: it was difficult and complex

I am taking the time to look (again) at where we are, what we set out to do and try to reason a bit on our forward path. We are somewhat at a crossroads. I guess there are some possible definitions of what we may want to do: be successful – plain and simple, no

After the bloom has departed from Internet venture capitalism, it ‘seems’ easier to attract initial and/or follow on co-investment for and in companies who focus on (Internet infrastructure) products than on (yet another revolutionary) e-commerce service or business. This trend will probably accelerate if and when amazon.com will crash (a 50/50 chance, in my opinion).