Diamond Consultants

FEBRUARY 8, 2023

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?

Due Diligence 59

Due Diligence Best Practices Legal Prospects 59

Private Equity Wire

APRIL 23, 2024

PARTNER CONTENT Private markets-focused software provider Quantium draws on two core domains for its success – an impressive foundation of industry expertise, and next-generation investment management software that sets new best-practice standards for GPs globally.

Best Practices 97

Best Practices Due Diligence Debt Legal 97

Axial

DECEMBER 19, 2023

While buyers have used a Quality of Earnings process for decades, it is increasingly becoming a best practice for sellers before they go to market. If an issue surfaces, the seller can take time to correct the problem before going to market, or at least disclose it during due diligence.

Due Diligence 98

Due Diligence Best Practices Investment Banks Investment Banking 98

Private Equity Wire

DECEMBER 3, 2024

These technologies allow firms to process massive volumes of unstructured data—such as PDFs, legal documents, and financial reports—at unprecedented speed, scale but also precision. LLMs, RAG, and Data Ingestion in PE – “Retrieval-Augmented Generation: A New Frontier in AI for Unstructured Data” by Patrick Lewis et al.

Due Diligence 90

Due Diligence Consultants Consulting Leveraging 90

The Motley Fool

NOVEMBER 8, 2024

For those of you who are not familiar with our presidents' meeting, it's an annual event Main Street hosts for our lower middle market portfolio company leaders to network, build relationships, share best practices, learn from each other, and benefit from being on Main Street's portfolio.

Capital 130

Capital Asset Management Due Diligence Assets 130

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

These providers help ensure that the transaction is successful by offering specialized expertise in areas such as wealth management, estate planning, tax and insurance advice, exit planning, and legal support. For example, not having the company’s financial and legal affairs in order can quickly derail the transaction.

Due Diligence 52

Due Diligence Fee Structure Legal Best Practices 52