Diamond Consultants

JUNE 1, 2023

To be sure, Focus, CI, and Beacon Pointe have built extraordinary franchises focused on inorganic growth, each hitting on all the right data points and capturing the attention of the most well-capitalized and bullish buyers. How do I build a business for maximum enterprise value?

Enterprise Values 98

Enterprise Values Private Equity Firms Private Equity Firms Mergers and Acquisitions 98

The Motley Fool

FEBRUARY 1, 2024

Relative to the several '23 records at our marine terminals, we have long said that hydrocarbons would price to export proven once again in '23, In growth capital, during '23, we completed construction of $3.5 billion in capital investment expected to be completed this year. We have considerable amount of growth capital underway.

Capital 130

Capital Debt Assets Banks 130

Diamond Consultants

DECEMBER 5, 2023

And in a move to independence, the combination of upfront transition capital and a higher net take home also helps to defray a portion of what’s left behind. Plus, don’t forget the happiness quotient, a non-economic source of value that we shouldn’t ignore.

Enterprise Values 52

Enterprise Values Buyout Prospects Taxes 52

Diamond Consultants

AUGUST 9, 2022

That is, there are service providers that offer state-of-the-art platforms and support, an ever-growing number of consultants to serve as guides at start-up and longer-term, and a growing pool of capital resources available to advisors seeking working capital, liquidity, or to offset unvested deferred comp that may be left behind.

Enterprise Values 59

Enterprise Values Buyout Financing Finance 59

Diamond Consultants

DECEMBER 20, 2022

For instance, while Rockefeller Capital Management and First Republic Private Wealth Management led the headlines by landing some of the industry’s most elite teams, the real news was actually in the wirehouse world. While all that’s still true, we’re seeing even further shifts to a greater focus on the long-term and maximizing their value.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Enterprise Values Banks 59

Diamond Consultants

SEPTEMBER 10, 2024

An advisor could easily earn more for their book at day’s end if they have the appetite to go through a transition—either via a recruiting deal from another traditional firm or by creating a competitive bidding process and selling their book with capital gains treatment on the open market. Should you take the deal?

Enterprise Values 52

Enterprise Values Bidding Assets Capital 52

Diamond Consultants

JUNE 7, 2022

to looking at their business as a business in the longer-term (“I’m willing to give up short term upside in return for building lasting enterprise value.”). Or an advisor may be able to “move once and monetize twice” by capitalizing on a recruiting deal upon transition and then again via their new firm’s retire-in-place program.

Enterprise Values 52

Enterprise Values Capital Returns 52