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?

Due Diligence 52

Due Diligence Hedge Funds Best Practices Financial Services 52

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 ?

Due Diligence 52

Due Diligence Education Best Practices Legal 52

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.

Due Diligence 52

Due Diligence Fee Structure Legal Best Practices 52

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.

Due Diligence 40

Due Diligence Best Practices Leveraged Buyouts Collateral 40

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.

Due Diligence 52

Due Diligence Bidding Prospects Best Practices 52

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.

Due Diligence 52

Due Diligence Best Practices Leveraging Education 52

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.

Capital 100

Capital Securities and Exchange Commission (SEC) Asset Management Assets 100

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.

Liabilities 130

Liabilities Due Diligence Professional Services Legal 130

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.

Due Diligence 52

Due Diligence Stakes Best Practices Leveraging 52

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.

Investing 59

Investing Mergers and Acquisitions Assets Due Diligence 59

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.

Mergers and Acquisitions 130

Mergers and Acquisitions Liabilities Assets Capital 130

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.

Finance 52

Finance Financing Due Diligence Funds 52

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*.

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Consulting 40

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.

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Consulting 40

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.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Mergers and Acquisitions 59

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

Investing 59

Investing Assets Due Diligence Funds 59

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.,

Assets 130

Assets Leveraging Capital Debt 130

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.

Leveraging 130

Leveraging Capital Assets Due Diligence 130