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Blogs about CCMP

Blogs	Description	Date Updated
Whispers of a Private-Equity Revival	Recently, an executive at a New York private-equity firm, who almost always returns my calls within the same day, took almost a week to get back to me. When he did, he explained he had been traveling, having seen an unusually high volume of prospective deals. An executive at another large buyout house, also based in New York, said lately he is as busy as, if not busier than, he was before the credit markets seized up last summer. So what has he been doing? A lot of “proprietary” opp...	May 30, 2008
What Happens to Bear Stearns’ Merchant Banking Arm?	Deal Journal riddle: If you were beginning your career at Bear Stearns tomorrow and could join any area of the firm, where would you choose to work? Here’s a suggestion: Bear Stearns Merchant Banking. Described as an affiliate of Bear Stearns, BSMB is really a standalone operation, with roughly 50 professionals managing about $5 billion. Founded in 1997, they operate in the so-called middle market, buying smaller companies than those acquired by buyout giants such as Blackstone Group and...	March 18, 2008
Wednesday's Upgrades and Downgrades	UpgradesGlobal Sources (GSOL)- Citigroup Hold » Buy AbitibiBowater (ABH)- BMO Capital Markets Underperform » Market Perform Genitope (GTOP)- Brean Murray Sell » Hold Level 3 (LVLT)- Janco Partners Mkt Perform » Accumulate Chico's (FAS)- CHS Citigroup Sell » Hold Aeropostale (ARO)- Morgan Keegan Mkt Perform » Outperform JP Morgan Chase (JPM)- Fox Pitt In Line » Outperform Wells Fargo (WFC)- Fox Pitt In Line » Outperform Cepheid (CPHD)- Caris & Company ...	March 12, 2008
Thursday's Upgrades and Downgrades	UpgradesMarsh McLennan (MMC)= Credit Suisse Neutral » Outperform Smith Intl (SII)= Citigroup Hold » Buy Washington Mutual (WM)= Fox Pitt In Line » Outperform Marsh McLennan (MMC)= Stifel Nicolaus Hold » Buy CyberSource (CYBS)= Wedbush Morgan Buy » Strong Buy Callidus Software (CALD)= Northland Securities Market Perform » Outperform Northern Dynasty Minerals (NAK)= BMO Capital Markets Market Perform » Outperform HF Financial Corporation (HFFC)= FTN Midwest Neutral �...	January 31, 2008
Singing in the Rain(?) at the Dow Jones PE Conference	Umbrellas. Yellow raincoats. Union workers picketing outside a gathering of private-equity deal makers this morning in New York picked the props to get their message across: that the private-equity industry is going to see stormy weather this year. Really? We hadn’t heard. Actually, the industry’s problems have been well chronicled: a slower-growing economy, seized up credit markets and expectations for a wave of defaults. Those probably outweigh their concerns about continued bash...	January 29, 2008
Monday's Upgrades and Downgrades	UPGRADESSunpower (SPWR)= Janco Partners Accumulate » Buy THQ Inc (THQI )=Janco Partners Accumulate » Buy Elizabeth Arden (RDEN)= Wedbush Morgan Hold » Buy AVX Corp (AVX)= AmTech Research Sell » Buy Canadian Natrl Res (CNQ)= CIBC Wrld Mkts Sector Perform » Sector Outperform XL Capital (XL)= Stifel Nicolaus Hold » Buy Centurytel (CTL)= Stifel Nicolaus Hold » Buy Astoria Fincl (AF)= Stifel Nicolaus Sell » Hold Ctrip.com (CTRP )= Piper Jaffray Neutral » Buy...	January 28, 2008
Winners & Losers From the Week That Was	CBOT: Ah, the joys of a takeover battle. Here’s a quick recap of CBOT’s week: On Monday its deal with Chicago Mercantile Exchange wins antitrust approval; on Tuesday, interloper ICE upgrades its bid for CBOT in the hopes of scuttling the CME deal; on Thursday, the Merc responds with a sweetened deal of its own. Now, CBOT shareholders have to weigh ICE’s higher offer (currently valued at about $1 billion more) versus what could be a better fit with the Merc. Alltel’s adv...	June 15, 2007
Small Cap Technicals	We recently filtered through the 600 stocks of the S&P Smallcap 600 Index to find ones that are trading near the bottom of an upward channel. We found twelve stocks that fit our search criteria: ATR, BRKS, CCMP, DNEX, IHP, IFSIA, HLEX, MKSI, MOG/A, NWK, VSEA and WCN. Their six-month price charts are shown below. ...	May 29, 2007
Private equity gunning for Asia	Filed under: Private equityThe Asian markets have been underrepresented in terms of private equity activity. But that's going to change fast.This week, for example, Bain Capital raised a $1 billion Asian fund (this is the first one for the firm). This is according to a report from the Associated Press. The main focus will be in China and Japan. No doubt, there are lots of companies to choose from. Although, dealing with the regulations will not be easy.And, according to a report in Reuters, CCMP...	April 27, 2007
Private equity gunning for Asia	Filed under: Private equityThe Asian markets have been underrepresented in terms of private equity activity. But that's going to change fast.This week, for example, Bain Capital raised a $1 billion Asian fund (this is the first one for the firm). This is according to a report from the Associated Press. The main focus will be in China and Japan. No doubt, there are lots of companies to choose from. Although, dealing with the regulations will not be easy.And, according to a report in Reuters, CCMP...	April 27, 2007

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