Posted by & filed under Financial analysis, Growth & Valuation, Management Issues.

Description: The best performer of the biggest publicly traded private-equity firms this year won’t be found among U.S. giants such as Blackstone Group LP or KKR & Co. The leader is Canada’s own contender, the dark horse in the race, Gerry Schwartz’s Onex Corp. With a 15% stock gain, Onex is running well ahead of Blackstone’s 3.8%. KKR and Carlyle Group LP are both down more than 2% while Apollo Global Management LLC has dropped 15%.


Date: June 26, 2014


Questions for discussion:

  • What is the formula used by Onex and other take-over firms?
  • Why do you suppose Onex has outperformed others in the same business?

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