Remove Best Practices Remove Consultants Remove Due Diligence
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Demystifying Due Diligence: An Insider’s Guide to this Important Process

Diamond Consultants

Tips, tricks, and best practices to eliminate the angst experienced by many advisors who embark on the journey of exploration. Strategic due diligence. And in the case of due diligence, it’s a process that gets your business where you want it to be. Why is the due diligence process so important?

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Does AI already have production impact in PE operations?

Private Equity Wire

PARTNER CONTENT By Felix Keil , Product Manager, Data Services, AssetMetrix Dr Christoph Meier, Data Science & Artificial Intelligence Consultant Artificial intelligence (AI) is no longer just a futuristic concept for the private equity (PE) industry — it’s an operational reality.

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Collaborating to achieve excellence in compliance

Private Equity Wire

Partnering with a collaborative firm to help navigate this environment can help them exceed operational due diligence and SEC audits with less difficulty, says Vinod Paul, chief operating officer, Align. Are there upcoming regulatory changes which could affect your business and that of your clients?

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Financial Advisors: Is Now the ‘Right Time’ to Start Exploring Your Options?

Diamond Consultants

Advisors often wonder if there’s a right time to embark upon the due diligence process. If the gap is big enough and important enough to justify the hassle of a move, then it makes sense to begin due diligence. Best practices to consider. But it doesn’t have to be that way. What’s in it for them ?

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Sealing the Deal: Breaking Down the LOI

Axial

During this time, buyers conduct a full due diligence process, while continuing to have meetings with the company’s management team to better understand the business. While the LOI is not binding and the transaction terms will be finalized only in the purchase agreement, it is best practice to include all critical terms in the LOI.

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Meet the OSJ: An Option for Advisors Looking for Greater Support in Independence

Diamond Consultants

For those who fall into this category, the notion of affiliating with an Office of Supervisory Jurisdiction (referred to as an OSJ) is likely to come up during due diligence. Yet, plenty of advisors want an even greater level of support—not to mention a sense of community.

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CDPQ Launches Investi Fund to Raise Standards in Finance

Pension Pulse

A unique collaboration to build sustainable finance Innocap, a global leader in managed account platforms, will act as the investment fund manager for the Investi Fund and will provide a rigorous institutional framework for due diligence, risk management, and ongoing monitoring.