Private Equity Wire

JUNE 20, 2023

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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Diamond Consultants

JUNE 21, 2022

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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Axial

OCTOBER 24, 2023

Best Practices for Business Owners What are the indications that a business owner (and the business) are actually prepared to begin the transaction process? To download Permanent Equity’s full interactive workbook, which includes 70+ pages of due diligence checklists, worksheets, frameworks, and guidance – click here.

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Udu

MAY 24, 2023

Private equity valuation best practices provide guidance and critical insights on how firms weigh various factors to value a company and assess its potential growth. Conduct thorough due diligence Comprehensive due diligence is critical to obtaining accurate and reliable information about the target company.

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Axial

JULY 13, 2023

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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Private Equity Wire

JULY 10, 2023

Our team works with reputable third party experts in pre-acquisition due diligence and through our ownership to identify potential cost and energy saving opportunities. Pursuing green financing allows us to receive preferential pricing on these efforts while keeping our portfolio sustainable.

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The Motley Fool

NOVEMBER 3, 2023

For those of you who are not familiar with our Presidents' Meeting, it is an annual event Main Street hosts for which we invite our lower middle-market portfolio company leaders to Austin for a two-day event to network and relationship-build, share best practices, learn from each other, and benefit from being part of Main Street's portfolio.

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Diamond Consultants

JANUARY 17, 2023

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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The Motley Fool

FEBRUARY 28, 2024

In just three months, DLA Piper applied C3 Generative AI to reduce the time it takes to create over 200-point due diligence analyses of limited partner agreements, and it reduced the effort by 80%. DLA Piper is using generative AI to significantly reduce the labor associated with limited partner agreement due diligence.

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The Private Equiteer

FEBRUARY 5, 2025

This article explores the nuts and bolts of sourcing middle market private equity dealsfrom the importance of relationships and technology to creative strategies and case studieswithout diving into the due diligence or differentiation debates that usually come later.

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Pension Pulse

JANUARY 23, 2024

What progress have you made on implementing social impact and inclusion into your due diligence processes? It encourages the adoption of best practices in diversity and inclusion, the reflection of those priorities in corporate culture, and the collection and analysis of demographic data.

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The Motley Fool

NOVEMBER 7, 2024

And so, you know, we definitely didn't have an autoclave setup that was best practice. We didn't do any due diligence if you recall. And the same with the Gold Quarry roaster, it was ineffective, it was high cost, and it was -- you know, we needed to do that. So, we are constrained by production.

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Pension Pulse

JUNE 1, 2023

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.

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Trivest Partners

FEBRUARY 15, 2023

MIAMI, FLORIDA – BluWave , the business builders’ network for private equity grade due diligence and value creation needs, announced today that Trivest is a recipient of the 2023 Top Private Equity Innovator Award for the second consecutive year. Templeton, managing partner at Trivest.

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Trivest Partners

MARCH 4, 2024

BluWave , the Business Builders’ Network that connects the private equity industry with best-in-class talent, industry consultants and service providers, announced Trivest as a 2024 Top PE Innovator Award winner*.

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Axial

FEBRUARY 27, 2024

We are able to complete due diligence with limited information. Argonaut looks to partner with management teams to improve operations, implement best practices and generate shareholder value. We know how to operate in situations that are not “packaged” for sale.

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Pension Pulse

AUGUST 21, 2024

In fund investments this is one way to increase ongoing due diligence and governance and be close to our partners.” Co-investments will also allow UPP to develop shared best practice and a consistent approach to risk-return assessments including accessing opportunities at the intersection of asset classes, he continues. “Co-investments

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The Motley Fool

MAY 1, 2024

And then there is an opportunity that we're focused on to more globalize the business, and that's taking best practices from each market in terms of what their expertise is, and taking that to other markets to see if we can drive additional efficiencies there. For example, in the U.S.,

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Private Equity Wire

DECEMBER 3, 2024

– “The Role of Artificial Intelligence in Private Equity Due Diligence” by Rory Gopsill, International Finance Corporation (IFC) (2020) – This report details AI’s growing role in improving operational efficiency, especially in the due diligence phase of private equity.

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The Motley Fool

NOVEMBER 6, 2024

Presumably, would be understandable if deal volume slowed due diligence just given all the focus on the IPO. And all those best practices are posted on our lean SharePoint and shared across the network, even if buildings are not formally integrated in the process.

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The Motley Fool

JANUARY 23, 2025

And I think just one difference is I do think while we spent a lot of time in due diligence on the Virgin acquisition we spent multiples of that on this acquisition. You know what, Jamie, it's a great question, and I keep looking for things that we didn't -- we missed during our due diligence.

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Trivest Partners

FEBRUARY 25, 2025

BluWave , the Business Builders Network that connects the private equity industry with best-in-class talent, industry consultants and service providers, has announced Trivest as a 2025 Top PE Innovator Award winner for a fourth consecutive year*.

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