The Motley Fool

OCTOBER 31, 2024

Image source: Getty Images If you're starting a small business, generally the first step is setting up the legal structure of your business. The main benefits of creating an LLC include: Liability protection: An LLC protects your personal assets by separating your business and personal assets. Still not sure?

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Private Equity Professional

APRIL 3, 2025

Limited partners in SCF II include both new and returning SCF I investors such as pension plans, insurance companies, family offices, and asset managers from the United States, Europe, Asia, and the Middle East. Linden used PJT Park Hill as the placement agent for SCF II and Kirkland & Ellis provided legal services.

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Capital Leveraged Buyouts Buyout Funds 100

The Motley Fool

JULY 18, 2024

This article is intended for educational purposes only and is not legal advice. Another might involve coming up with a plan to pass your assets on to your heirs as smoothly as possible. That could result in it taking longer for your heirs to inherit the assets you're passing on. One of those might be buying life insurance.

Education 246

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The Motley Fool

DECEMBER 23, 2023

This article is intended for educational purposes only and is not legal advice. If you're one of them, your assets could end up hung up in court and eventually distributed in ways that would never have been your desire. For guidance on your personal situation, please contact a lawyer. Trusts are also, unlike a will, private documents.

Legal 245

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The Motley Fool

AUGUST 19, 2024

This article is intended for educational purposes only and is not legal advice. You could avoid the probate process Probate is a court process in which the court determines if a will is valid and then supervises the distribution of the assets within the will. For guidance on your personal situation, please contact a lawyer.

Education 246

Education Consultants Consulting Legal 246

The Motley Fool

MAY 12, 2024

Here are some steps you can take in 2024 to get the ball rolling: Open an account : You can set up and manage a custodial Roth IRA for your child until they are legally allowed to control the account. Consult with a CPA or other tax professional to ensure you stick to the rules.

Taxes 245

Taxes Consultants Accounting Consulting 245

The Motley Fool

FEBRUARY 19, 2025

For those that don't know him, Samir joined CareScout in the second half of 2023, bringing a wealth of experience from financial services and strategy consulting roles at Goldman Sachs, JPMorgan, and McKinsey. This included a $355 million benefit from legal settlements, which are now materially complete. Next, turning to Slide 14.

Liabilities 130

Liabilities Legal Taxes Debt 130

Pension Pulse

NOVEMBER 18, 2024

LPs tapped the secondary market both to increase liquidity and to reallocate their private asset portfolios; we expect LP supply to further increase in H2 2024 as pricing continues to improve,” the report said. Founded in 1982, Investcorp manages $52 billion in assets, including assets managed by third-party managers.

Stakes 59

Stakes Professional Services Buyout Pension Funds 59

Private Equity Insights

NOVEMBER 30, 2023

Going forward, Cellnex will continue to consolidate the results of its operations and manage the day-to-day business in consultation with Stonepeak. Nomura International Plc is serving as lead financial advisor, Guggenheim Securities is serving as financial advisor, and Herbert Smith Freehills LLP is serving as legal counsel to Stonepeak.

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Stakes Private Equity Firms Private Equity Firms Legal 130

Pension Pulse

DECEMBER 4, 2024

Mr. Poirier is the chief executive officer of NeuState Advisory, a firm he founded, and a former executive in the pensions division of asset manager State Street Corp. The Ontario Municipal Employees Retirement System is one of Canada’s largest pension managers, with net assets of C$133.6 billion ($95.2 billion) as of June.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Pension Funds 59

The Motley Fool

AUGUST 31, 2024

Asset protection What assets are you willing to lose? Chapter 7 sometimes involves liquidating some assets, while Chapter 13 allows you to keep most assets while repaying creditors at least a portion of what you owe. Chapter 7 offers significant relief, but is sometimes harder to qualify for.

Consultants 130

Consultants Consulting Debt Legal 130

Private Equity Wire

MARCH 10, 2025

Buchler Phillips, a UK independent advisory boutique specialising in corporate recovery, turnaround, restructuring, and insolvency, has launched a new private equity investment arm, Bronzewood Capital (Bronzewood). They will be supported on investment execution and portfolio management by Investment Executive Oliver Southwell.

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Capital Consultants Consulting Legal 45

Private Equity Insights

JUNE 18, 2024

The strategy also makes tactical allocations to areas of dislocation and has successfully participated in the dislocation in asset-backed opportunities. The Fund received strong support from a large US-based consultant and an Australian superannuation fund. 60% of its capital to 14 transactions across five countries in Western Europe.

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Capital Pension Funds Consultants Consulting 130

Private Equity Wire

MAY 28, 2024

Athwal advises hedge funds, private equity funds, asset managers, sponsors and family offices on the establishment, regulation, corporate governance and ongoing operation of Cayman Islands domiciled investment funds, as well as the establishment of venture capital and other funding structures based in Cayman.

Hedge Funds 97

Hedge Funds Funds Venture Capital Consultants 97

Private Equity Insights

JANUARY 12, 2024

A&M Capital Europe (AMCE), a London-based middle-market private equity firm with €650m of assets under management, has acquired a majority stake in GBUK Group, a global provider of specialist single-use medical devices, from H2 Equity Partners (H2EP). Source: Private Equity Wire Can’t stop reading?

Private Equity Firms 130

Private Equity Firms Private Equity Firms Capital Investing 130

The Motley Fool

JULY 1, 2023

You consult your attorney on the matter. Together, you reach a solution: Declare bankruptcy, the legal process that helps individuals reorganize or eliminate debt. In a Chapter 7 bankruptcy, you are appointed a trustee that helps you sell your assets to repay your debt. Consider consulting with an attorney before filing.

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Consultants Consulting Debt Legal 130

Private Equity Wire

APRIL 11, 2024

According to Bloomberg’s sources, the proposed measures, which are expected to be outlined in a consultation paper, would grant tax exemptions on interest income to special purpose vehicles involved in alternative investments. Specific enhancement proposals will be consulted upon in due course.

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Hedge Funds Consultants Consulting Taxes 105

The Motley Fool

APRIL 15, 2024

Moreover, this market should reach $1 trillion in revenue by 2030, per top consulting firm McKinsey & Company. And while Nvidia's auto business is still relatively small, it has the potential for huge growth once driverless vehicles become legal across the United States and beyond. trillion 37.9% Finance, and YCharts.

Exchange-Traded Funds 189

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Private Equity Insights

MARCH 1, 2024

Philadelphia-based private equity firm Renovus Capital Partners has closed its first multi-asset $325m continuation fund (Renovus Continuation Fund), bringing its total capital across multiple investment vehicles to over $1.5bn. Jefferies served as financial advisor and DLA Piper served as legal counsel to Renovus.

Capital 130

Capital Mergers and Acquisitions Funds Private Equity Firms 130

Private Equity Wire

APRIL 25, 2024

According to a press statement, Apiary’s new fund will continue to focus on the UK lower mid-market targeting asset-light businesses with defensive characteristics across fragmented markets in the business services, financial and technology services, healthcare and education sectors. Proskauer acted as legal counsel.

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Capital Funds Education Consultants 97

Private Equity Insights

NOVEMBER 21, 2023

The structural underinvestment in critical minerals over the past decade has resulted in severely discounted valuations for excellent assets and created a massive need for capital investment, as countries transition to more sustainable energy sources,” said Brandon. Source: businesswire Can’t stop reading?

Capital 130

Capital Private Equity Firms Private Equity Firms Funds 130

Private Equity Insights

OCTOBER 4, 2023

“We’re proud to unveil Bluestone Equity Partners and our first growth equity fund, to capitalize, guide, and grow high-quality assets in the sports, media, and entertainment industry,” said Sharma. He also led the creation of the NBA’s first international league consulting business unit. No placement agent was used.

Private Equity Firms 130

Private Equity Firms Private Equity Firms Funds Consultants 130

Private Equity Insights

SEPTEMBER 13, 2023

In a deal expected to close by the end of the year, Avantax will be de-listed from the Nasdaq exchange and become a standalone business unit within the Cetera Wealth Management Group ecosystem, with Cetera retaining the company’s core technology, legal entities, product offerings and clearing and custody relationships.

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Taxes Consultants Consulting Legal 130

Private Equity Insights

OCTOBER 19, 2023

Fund VI secured limited partner commitments from a diversified global investor base of family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners.

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High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 130

The Motley Fool

JULY 10, 2024

Decide on a legal structure There are several types of business structures, and the format you choose will depend on the state in which you operate, whether you have business partners, and the overall risk of your business. Finally, an LLC, or limited liability company, creates a separate legal entity for your business.

Legal 130

Legal Liabilities Consultants Consulting 130

The Motley Fool

JULY 27, 2023

Microsoft's system creates training datasets by taking synthetic data assets, such as 3D models and scenes, and altering the "intrinsic" and "extrinsic" parameters, or things like location, orientation and focal length when looking at the 3D scene. Photo via the U.S. Patent and Trademark Office.

Consultants 130

Consultants Consulting Legal Assets 130

Private Equity Insights

NOVEMBER 6, 2023

Fund IV received strong support from both existing and new investors comprising a broad range of leading global institutions, including public and private pension funds, consultants, foundations, endowments, and family offices. Simpson Thacher & Bartlett LLP served as legal counsel to the Fund and Rubicon. Read more H.I.G

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Best Practices Funds Private Equity Firms Private Equity Firms 130

Private Equity Wire

FEBRUARY 28, 2024

Philadelphia-based private equity firm Renovus Capital Partners has closed its first multi-asset $325m continuation fund (Renovus Continuation Fund), bringing its total capital across multiple investment vehicles to over $1.5bn. Jefferies served as financial advisor and DLA Piper served as legal counsel to Renovus.

Capital 98

Capital Mergers and Acquisitions Private Equity Firms Private Equity Firms 98

Axial

JANUARY 10, 2025

Selling a business is a complex process that demands expertise in areas like financial analysis, marketing, and legal considerations. Legal: Buyers will review leases, any current or past litigation, stock and asset titles, and company paperwork to assess potential liabilities or business changes.

Due Diligence 52

Due Diligence Mergers and Acquisitions Bidding Consultants 52

The Motley Fool

JUNE 16, 2023

Compared to other asset classes, the stock market is tough to top. Adoption is growing, with Boston Consulting Group (BCG) forecasting a sixfold increase in global fintech revenue from $245 billion in 2022 to $1.5 Bancorp pretty consistently deliver return on assets (ROA) of more than 1% -- the benchmark ROA figure most banks aim for.

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The Motley Fool

MAY 8, 2024

Our teams, in consultation with the relevant Turkish authorities, have been diligently working on finding the missing individuals and will continue to do so. However, over 2024, we expect the operations will deliver solid asset free cash flow. All recovery activities are currently focused in the Sabirli Valley.

Consultants 130

Consultants Consulting Legal Banks 130

Sara Grillo

OCTOBER 31, 2022

A Form ADV, according to definition by the SEC , is a legal document that anyone who is holding him or herself out as a professional financial advisor in the United States must file with the SEC, whether they are state or Federally registered. 3 Form ADV Part 2, Section 4, Item E, Client Assets under Management.

Securities and Exchange Commission (SEC) 110

Securities and Exchange Commission (SEC) Legal Consultants Assets 110

Walkner Condon Financial Advisors

APRIL 26, 2024

Do you have savings accounts, retirement accounts, individual brokerage accounts, or any other assets that your partner should be aware of? This is especially important in states like Wisconsin, where all assets and liabilities are split 50/50 with your partner once you get married. What about debt?

Finance 103

Finance Financing Accounting Education 103

Private Equity Wire

JANUARY 10, 2024

A&M Capital Europe (AMCE), a London-based middle-market private equity firm with €650m of assets under management, has acquired a majority stake in GBUK Group, a global provider of specialist single-use medical devices, from H2 Equity Partners (H2EP).

Capital 75

Capital Private Equity Firms Private Equity Firms Consultants 75

Integrity Financial Planning

AUGUST 28, 2023

1] A Roth conversion may also be smart after a portfolio decline so that you can pay a lower amount in taxes due to depressed asset values and then benefit from a rebound in a tax-free withdrawal account. You are encouraged to consult your personal tax advisor or attorney. The post Should I Convert My 401(k) To A Roth IRA?

Taxes 95

Taxes Consultants Consulting Legal 95

Hedgestone

JUNE 17, 2024

Before you make any moves, it’s crucial to grasp the legal and financial implications that come with selling a business amidst divorce proceedings. It’s crucial to understand the legal frameworks that might impact this decision. Selling without consent or proper valuation could lead to legal repercussions.

Legal 52

Legal Consultants Consulting Assets 52

Private Equity Insights

JULY 20, 2023

Founded in 2001, Alpine Investors has over $15 billion in assets under management with more than 20,000 employees within its portfolio companies.1 served as placement agent for the fund and Kirkland & Ellis served as legal counsel to Alpine. Evercore Inc. Source: Business NewsWire Can’t stop reading?

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Capital Investors Buyout Funds 100