Remove Blog Remove Due Diligence Remove Leveraging
article thumbnail

The role of leverage in private credit in a high interest rate environment

Private Equity Wire

The report showed some interesting results related to leverage—from the typical providers of leverage to the terms in which leverage is provided, to the risk management practices of fund managers and leverage providers. The use of leverage by private credit funds is subject to scrutiny from policymakers and regulators.

article thumbnail

Taking Due Diligence Beyond Exploration: 6 Important Considerations

Diamond Consultants

When the thought of making a move “gets real,” there’s another level of due diligence that advisors should embark upon. Most advisors consider the process of due diligence to be a disruptive and cumbersome ritual of “meet and greet.” So, what’s “strategic due diligence”? So, what are you to do?

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Leveraging the Power of Mindset to Enhance Your Wealth Management Business

Diamond Consultants

These points may be a bit more nebulous and cerebral than our normal due-diligence-centric teach pieces, but they’re no less critical. Put another way, we believe that without the right mindset, it’s impossible to determine if where and how you practice is indeed best for your business and clients.

article thumbnail

How to save on financial advisor fees?

Sara Grillo

But before we get to the blog… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Please conduct your own due diligence and come to your own decision. Don’t be fooled!

article thumbnail

Don’t fall for the BS – use these RAW and REAL tips to find a financial advisor!

Sara Grillo

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Check out this blog I wrote about all the BS financial advisor awards. Please conduct your own due diligence and come to your own decision. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

article thumbnail

SuperAngel.Fund x Q4 2023 Recap ?

SuperAngel.Fund

For founders too, when possible, many also prefer to raise from their existing investor base so as to maintain consistency and optimize for speed in due diligence and closing. Blog Updates During the quarter we featured four of our portfolio companies in the ‘ Founder Friday’ newsletter series.

article thumbnail

The Art of Deal Sourcing in Middle Market Private Equity

The Private Equiteer

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. Today, technology plays an indispensable role in the process.