News

Muzinich: Strategic Investment in Arbor Centers for EyeCare and Chicago Eye Institute Completed

Chicago Eye Institute (“CEI”) and Arbor Centers for EyeCare (“Arbor”), two of the leading ophthalmology practices serving the Chicago market have entered into a strategic partnership with MoonSail Capital, LLC (“MoonSail”) and Plenary Partners (“Plenary”). The parternship forms Ocular Partners, Inc. (“Ocular Partners” or the “Company”), and solidifies its place as the second largest ophthalmologist platform in […]

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Upwelling to provide course during the 2020 EMPEA | LAVCA PE Masterclass

On Tuesday, March 4, 2020, Joncarlo Mark (Founder) and Mike Dutton (Industry Advisor) will lead a discussion during the EMPEA | LAVCA Private Equity Masterclass in Association with ColCapital. The conference, taking place in Bogota, Clombia, serves as an opportunity for LATAM fund managers and investors to gain practical insights from EM PE practicitioners. The […]

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Private Equity Law Report Features Upwelling Research in Article

The Private Equity Law Report (PELR) released an article highlighting Upwelling Capital’s white paper, “Watch Your Tail-End,” an analysis on tail-end funds. The article summarizes the findings of the report on whether investors might be better off selling their tail-end fund interests, even at a steep discount, and reinvesting the proceeds in a different fund. […]

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Secondaries Investor Features Upwelling Report on “Tail-End” Funds Performance

Secondaries Investor featured Upwelling’s report in an article published on 5/30/19. Selling at a discount is better than holding tail-ends – report An analysis of private equity funds by Upwelling Capital shows holding funds for longer than 10 years brings more downside risk than upside potential. By Adam Le Limited partners could be better off […]

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Upwelling Releases Research on Tail-End Funds

Upwelling released an in-depth research report which examines the performance of private equity funds operating beyond 10 years (“Tail-End Funds”). The report details key findings, such as: • On average, Tail-End Funds lose value, regardless of quartile ranking • The opportunity cost of holding Tail-End Funds is enormous • Stellar returns aren’t required to compensate […]

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ILPA Releases Guidance on GP-led Secondary Transactions

Today, the Institutional Limited Partners Association (ILPA) released a Guidance on best practices for GP-led Secondary Transactions. The document, titled “GP-Led Secondary Fund Restructurings: Considerations for Limited Partners and General Partners,” addresses the growing number of such transactions and offers parameters for an efficient and transparent process. Upwelling is proud to have contributed insight to […]

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Upwelling Capital Group Serves as Financial Advisor to Family Office in Holdco. Refinancing

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PEI: Joncarlo Mark Provides Insight on how LPs can Assess GP Value Creation when Evaluating Managers

Everybody talks a good game, but what are GPs really doing to drive performance? LPs must be prepared to asked some tough questions. Joncarlo Mark provides insight on what to consider when selecting GPs to invest with in Private Equity International’s Operational Excellence Special Article. Read the article here.

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Upwelling Capital Group to Co-Sponsor the Energy Game Change Conference

Upwelling Capital Group will co-sponsor the 2018 Privcap Game Change: Energy Conference for the second year in a row. The event will take place at the Houstonian Hotel in Houston from December 4-5. The premier energy event will host more than two hundred top senior private equity deal professionals, institutional investors and industry executives set […]

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Joncarlo Mark a “Shark” at the 39th Annual California Hispanic Chambers of Commerce Convention

Upwelling Founder, Joncarlo Mark, will participate in this year’s California Hispanic Chambers of Commerce (CHCC) Statewide Convention as a “shark” during the conference’s “Hispanic Shark Tank” event. Joining Mark on the panel will be Jesus Arguelles, Founder of Arguelles Capital Advisory, and Carmen Palafox, Investment Partner at MiLA.vc. The event will be emceed by Eric […]

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