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According to data from Pitchbook and Affinity’s annual predictions survey, more than a third of nearly 300 respondents identified duediligence criteria as a major factor impacting deal flow. Below are three key bestpractices for deal sourcing in 2025: 1. 64% use AI for researching potential investments.
Joining me today with prepared comments are Dwayne Hyzak, chief executive officer; David Magdol, president and chief investment officer; and Ryan Nelson, chief financial officer. Also participating in the Q&A portion of the call is Nick Meserve, managing director and head of Main Street's Private Credit Investment Group.
Tips, tricks, and bestpractices to eliminate the angst experienced by many advisors who embark on the journey of exploration. Strategic duediligence. And in the case of duediligence, it’s a process that gets your business where you want it to be. Why is the duediligence process so important?
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Partnering with a collaborative firm to help navigate this environment can help them exceed operational duediligence 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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We will continue to explore further investment opportunities in Maharashtra, Tamil Nadu and Gujarat.” This investment is aligned with our commitment to sustainability and offers market leading environmental initiatives and options in energy efficiency and renewable energy,” she added.
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 duediligence. For example, over the past decade, a handful of capital providers and strategic minority investors have invested in Super OSJs directly.
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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 duediligence, risk management, and ongoing monitoring. This is a strong signal being sent today.
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During this time, buyers conduct a full duediligence 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 bestpractice to include all critical terms in the LOI.
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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*. BluWave received no compensation from any of the PE firms in connection with this awards program.
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