风投与私募股权
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赢家 戴维•鲁宾斯坦 联合创始人，凯雷投资集团 凯雷投资集团（The Carlyle group）今年打了几场大胜仗，如其投资组合公司金德尔摩根（Kinder Morgan）与热咖啡饮品销售商唐恩都乐（Dunkin' Donuts）的IPO，但公司最大的举措发生在内部，结果使公司一跃成为全球最大的私募股权公司。公司以420亿美元的价格收购了荷兰私募股权公司AlpInvest，新增了基金内基金（FOF）部门，收购了丘吉尔金融公司（Churchill Financial）旗下的中端市场借贷平台，并买进了桑德勒奥尼尔投资银行（Sandler O'Neill）的少数股份。戴维•鲁宾斯坦正是这一系列交易的幕后推手，此外，凯雷投资集团计划在明年进行IPO，这也离不开鲁宾斯坦的筹划。 艾琳娜•伊娃申特塞娃 高级执行董事，霸菱东欧投资基金 2000年，全球科技行业陷入低迷，但俄罗斯投资公司霸菱东欧投资基金（Baring Vostok Capital Partners）合伙人艾琳娜•伊娃申特塞娃却花了数月时间，研究一家名为Yandex的俄罗斯初创公司。该公司当时营收不足100,000美元，并且没有专职CEO.但艾琳娜当时却出资1,500万美元对其进行投资，引发外界一片哗然。但这却是非常明智的一步棋。Yandex今年在纳斯达克（Nasdaq）上市，而霸菱东欧投资基金则从中获益1.56亿美元。目前，公司仍持有Yandex公司价值约12.4亿美元的股票。 彼得•巴里斯 主理合伙人，恩颐投资 四年前，当彼得•巴里斯投资The Point公司时，他并没想到这家公司能够盈利。他只是相信，利用互联网进行集体活动的点子不容忽视。恩颐投资（New Enterprise Associates）总计在这家公司身上投入了1,480万美元，它后来发展成了今天的Groupon。今年十月份，这家团购网站巨头上市，恩颐投资的投资价值也超过了18亿美元。 雷德•霍夫曼 合伙人，格雷洛克投资公司 雷德•霍夫曼在2009年加入格雷洛克投资公司（Greylock Partners），当时许多人都在怀疑他在风险资本家这个职务身上能投入多少时间。毕竟，他同时还是一名活跃的天使投资人，并且依然在由其成立的格雷洛克投资组合公司LinedIn担任总裁。结果，霍夫曼不仅成为格雷洛克公司发展的推动者，并且按照自己的风格重塑了这家具有46年历史的公司。 首先，格雷洛克成立了一个种子投资项目。之后，公司开始聘用LinkedIn的多位元老，如亚当•纳什、D. J.帕蒂尔和约什•埃尔曼等；此外，更不用说还有摩斯拉公司（Mozilla）前任CEO约翰•莉莉，而霍夫曼便是摩斯拉公司董事会成员之一。对了，LinkedIn今年早些时候上市，霍夫曼也摇身一变，成为一位亿万富翁。 马克•安德森与本•霍洛维茨 合伙创始人，安德森霍洛维茨基金 马克是凭直觉行事的梦想家，而本则是一位通情达理的实干家。他们两人联手，短短两年时间便打造出了硅谷最炙手可热的风险投资公司。安德森霍洛维茨基金（Andreessen Horowitz）不仅参与了所有热门科技公司交易，并且还成功从机构投资人处募集了总计18亿美元的基金资本。而之前，机构投资人通常根本不会搭理行业新人。 更重要的是，安德森霍洛维茨基金在今年便实现了实际收益。公司将Skype出售给微软，所获得的收益是市盈率的数倍，并且公司的投资组合公司Fusion-io、Groupon均已上市，社交游戏公司Zynga的上市也为期不远。公司尚未上市的投资对象还包括地理定位社交网络Foursquare以及Twitter。 |
WINNERS David Rubenstein Co-founder, The Carlyle group The Carlyle Group had some big wins this year, like the IPOs of portfolio companies Kinder Morgan (KMP) and Dunkin' Donuts (DNKN), but its biggest moves were internal, making it the world's largest private equity firm. It added a fund-of-funds division with $42 billion Dutch manager AlpInvest, a mid-market lending platform in Churchill Financial, and a minority stake in investment bank Sandler O'Neill. David Rubenstein is the driving force behind those deals, and also behind Carlyle's IPO, slated for next year. Elena Ivashentseva Senior managing director, Baring Vostok Capital Partners As the global tech market was tumbling in 2000, Elena Ivashentseva, a partner at Russian investment firm Baring Vostok, spent months researching a Russian startup called Yandex. The company had less than $100,000 in revenue and no full-time CEO, but Ivashentseva invested at a then-staggering valuation of $15 million. Smart move. Yandex (YNDX) made its debut on the Nasdaq this year, and Baring Vostok made $156 million. It still holds approximately $1.24 billion worth of Yandex shares. Peter Barris Managing partner, New Enterprise Associates When Peter Barris invested in The Point four years ago, he didn't know how it would make money. He was simply convinced that the idea of using the Internet to leverage collective action was too powerful to pass up. His firm would ultimately invest a total of $14.8 million into what would evolve into Groupon. When the daily deals giant went public this past October, NEA's investment was worth more than $1.8 billion. Reid Hoffman Partner, Greylock Partners When Reid Hoffman joined Greylock Partners in 2009, some wondered how much time he would actually spend as a venture capitalist. After all, he was an active angel investor who still served as chairman of the Greylock portfolio company he had founded, LinkedIn. But not only has Hoffman been a driving force at Greylock, he arguably has remade the 46-year-old firm in his image. First, Greylock launched a seed-stage investing program. Then Greylock began hiring fellow LinkedIn vets like Adam Nash, D.J. Patil and Josh Ellman. Not to mention ex-Mozilla CEO John Lilly, on whose board Hoffman had sat. Oh, and Hoffman also became a billionaire when LinkedIn went public earlier this year. Marc Andreessen & Ben Horowitz Co-founding partners, Andreessen Horowitz Marc is the intuitive visionary and Ben is the understanding operator. Together they've created Silicon Valley's hottest venture capital firm in just over two years time. Andreessen Horowitz not only gets into all the hottest tech deals, but it also soon will have raised a total of $1.8 billion in fund capital from institutional investors who typically refuse to even return calls from new firms. More importantly, Andreessen Horowitz this year began to see some actual returns. It generated PE-type multiples on the sale of Skype to Microsoft, and saw portfolio companies Fusion-io (FIO), Groupon and (coming soon) Zynga all go public. Still-private investments include Foursquare and Twitter. |
