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Asset/Investment Management
FINANCIAL | Investment Firms & Funds
guggenheimpartners.com

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Investments

34

Portfolio Exits

11

Funds

10

Partners & Customers

4

About Guggenheim Partners

Guggenheim Partners is a privately held global financial services firm with more than $160 billion in assets under management. The firm provides asset management, investment banking, and capital markets services, insurance, institutional finance and investment advisory solutions to institutions, governments and agencies, corporations, investment advisors, family offices, and individuals.

Guggenheim Partners Headquarter Location

227 West Monroe Street

Chicago, Illinois, 60606,

United States

212-823-6586

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Research containing Guggenheim Partners

Get data-driven expert analysis from the CB Insights Intelligence Unit.

CB Insights Intelligence Analysts have mentioned Guggenheim Partners in 1 CB Insights research brief, most recently on Dec 21, 2020.

Latest Guggenheim Partners News

Roku Lifted to Buy; Guggenheim Sees Growth Overseas, Ad Potential

Sep 23, 2021

Roku Lifted to Buy; Guggenheim Sees Growth Overseas, Ad Potential Guggenheim raised Roku to a buy based on the streaming-tech company's growth potential overseas and more potent advertising capabilities. Author: Roku  ( ROKU ) - Get Roku, Inc. Class A Report  shares rose Thursday after Guggenheim Partners upgraded the streaming platform to buy from neutral, based on its growth potential overseas and more potent ad capabilities. The stock recently traded at $336.24, up 3.5%. It has slumped 17% over the past three months amid valuation concerns. Guggenheim’s target price is $395. “We expect the connected television ad marketplace will continue to grow at a rapid pace and that Roku will be a primary beneficiary — this view is unchanged,” Guggenheim analyst Michael Morris wrote in a commentary cited by CNBC. He figures the company had 5.6 million active accounts outside the U.S. as of June 30, and that number will top 100 million by the end of the decade. Roku has said its streaming players will be sold in Germany by year-end. TheStreet Recommends 6 minutes ago Bottom line, Morris said, “we see the value in the company’s incremental international expansion, potential for additional targeted marketing partnerships and expanded advertising tools as underappreciated.” A more conservative view: Morningstar analyst Neil Macker puts fair value for Roku at $170. “We view the shares as materially overvalued, pricing in unrealistic expectations for growth in a very competitive market,” he wrote in a commentary last month. “Roku handily beat [earnings] expectations during the second quarter,” Macker said. But “customer metrics during the quarter, coupled with management’s third-quarter outlook and somewhat muted commentary concerning the second half of 2021, point to slowing growth ahead.” “While the [81%] revenue growth was impressive, Roku only added 1.5 million accounts, down from 2.4 million last quarter and 3.2 million a year ago.” Tags

Guggenheim Partners Investments

34 Investments

Guggenheim Partners has made 34 investments. Their latest investment was in Rezilion as part of their Series A on September 9, 2021.

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Guggenheim Partners Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

9/13/2021

Series A

Rezilion

$30M

Yes

Jerusalem Venture Partners, and Kindred Capital

3

6/25/2020

Unattributed VC

The SpringHill Company

$100M

Yes

Jane Featherstone, Main Street Advisors, SC.Holdings, Sister, Stacey Snider, and University Of California

4

10/24/2019

Seed VC

Cogni

$5.4M

Yes

Barclays Ventures, Hanwha Investment & Securities, Hard Yaka, The CXO Fund, and WorldQuant Ventures

1

9/23/2019

Series B

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$99M

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10

8/26/2019

Line of Credit - IV

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$99M

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10

Date

9/13/2021

6/25/2020

10/24/2019

9/23/2019

8/26/2019

Round

Series A

Unattributed VC

Seed VC

Series B

Line of Credit - IV

Company

Rezilion

The SpringHill Company

Cogni

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Amount

$30M

$100M

$5.4M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Jerusalem Venture Partners, and Kindred Capital

Jane Featherstone, Main Street Advisors, SC.Holdings, Sister, Stacey Snider, and University Of California

Barclays Ventures, Hanwha Investment & Securities, Hard Yaka, The CXO Fund, and WorldQuant Ventures

Sources

3

4

1

10

10

Guggenheim Partners Portfolio Exits

11 Portfolio Exits

Guggenheim Partners has 11 portfolio exits. Their latest portfolio exit was Bold Penguin on January 14, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

1/14/2021

Acquired

7

11/23/2020

Acquired

1

9/30/2020

Acquired - II

1

00/00/0000

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10

00/00/0000

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10

Date

1/14/2021

11/23/2020

9/30/2020

00/00/0000

00/00/0000

Exit

Acquired

Acquired

Acquired - II

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Companies

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Valuation

Acquirer

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Sources

7

1

1

10

10

Guggenheim Partners Acquisitions

11 Acquisitions

Guggenheim Partners acquired 11 companies. Their latest acquisition was Millstein & Co. on July 11, 2018.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

7/11/2018

Private Equity

Acquired

2

2/20/2015

Acquired

1

1/15/2015

Acquired Unit

1

9/26/2014

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$99M

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10

1/6/2013

Private Equity

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$99M

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10

Date

7/11/2018

2/20/2015

1/15/2015

9/26/2014

1/6/2013

Investment Stage

Private Equity

Private Equity

Companies

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Valuation

Total Funding

$99M

$99M

Note

Acquired

Acquired

Acquired Unit

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Sources

2

1

1

10

10

Guggenheim Partners Fund History

10 Fund Histories

Guggenheim Partners has 10 funds, including GPIM Fund I.

Closing Date

Fund

Fund Type

Status

Amount

Sources

1/5/2018

GPIM Fund I

Private Debt (Other)

$2,000M

2

10/6/2017

Guggenheim Corporate Opportunity Fund LP

Diversified Private Equity

$200M

1

8/24/2015

Meburb LLC

Diversified Private Equity

$183M

1

4/15/2009

Guggenheim Technology Ventures I LP

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$99M

10

8/27/2008

Energy Opportunities Fund

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$99M

10

Closing Date

1/5/2018

10/6/2017

8/24/2015

4/15/2009

8/27/2008

Fund

GPIM Fund I

Guggenheim Corporate Opportunity Fund LP

Meburb LLC

Guggenheim Technology Ventures I LP

Energy Opportunities Fund

Fund Type

Private Debt (Other)

Diversified Private Equity

Diversified Private Equity

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Status

Amount

$2,000M

$200M

$183M

$99M

$99M

Sources

2

1

1

10

10

Guggenheim Partners Partners & Customers

4 Partners and customers

Guggenheim Partners has 4 strategic partners and customers. Guggenheim Partners recently partnered with Wilson Center on October 10, 2019.

Date

Type

Business Partner

Country

News Snippet

Sources

10/11/2019

Partner

Wilson Center

United States

Wilson Center entrusted with Critical Arctic Documents from Guggenheim Partners.

The partnership 's vision will build upon Guggenheim Partners ' multi-year , foundational Arctic infrastructure research and inventory , and its leading role in developing and executing an Arctic Investment Protocol

1

9/10/2014

Partner

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10

12/31/2012

Client

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10

6/8/2011

Partner

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10

Date

10/11/2019

9/10/2014

12/31/2012

6/8/2011

Type

Partner

Partner

Client

Partner

Business Partner

Wilson Center

Country

United States

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News Snippet

Wilson Center entrusted with Critical Arctic Documents from Guggenheim Partners.

The partnership 's vision will build upon Guggenheim Partners ' multi-year , foundational Arctic infrastructure research and inventory , and its leading role in developing and executing an Arctic Investment Protocol

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Sources

1

10

10

10

Guggenheim Partners Team

42 Team Members

Guggenheim Partners has 42 team members, including current Founder, Chief Executive Officer, Mark Walter.

Name

Work History

Title

Status

Mark Walter

Founder, Chief Executive Officer

Current

Andrew M. Rosenfield

The Gores Group

President

Current

Dustan Beier

Chief Financial Officer, Senior Managing Director

Current

Allan Katz

Chief Financial Officer

Current

Cielo Ordonez

Chief Financial Officer

Current

Name

Mark Walter

Andrew M. Rosenfield

Dustan Beier

Allan Katz

Cielo Ordonez

Work History

The Gores Group

Title

Founder, Chief Executive Officer

President

Chief Financial Officer, Senior Managing Director

Chief Financial Officer

Chief Financial Officer

Status

Current

Current

Current

Current

Current

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