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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.
When the thought of making a move “gets real,” there’s another level of duediligence that advisors should embark upon. Most advisors consider the process of duediligence to be a disruptive and cumbersome ritual of “meet and greet.” So, what’s “strategic duediligence”? So, what are you to do?
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.
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 duediligence and come to your own decision. Don’t be fooled!
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 duediligence and come to your own decision. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.
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 duediligence and closing. Blog Updates During the quarter we featured four of our portfolio companies in the ‘ Founder Friday’ newsletter series.
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 duediligence or differentiation debates that usually come later. Today, technology plays an indispensable role in the process.
Here are six that are most common: Investment platform – Access to a myriad of investment managers and solutions is not a given; it requires deep relationships and a duediligence framework to ensure all investment products are properly vetted. Do you leverage any special technology? These are all important considerations.
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. Yet, plenty of advisors want an even greater level of support—not to mention a sense of community.
For those of you who are new to my blog, my name is Sara. Add in some leverage and POOF it’s a powder keg waiting to explode! It gets even worse in the case of using leverage. I am a CFA® charterholder and financial advisor marketing consultant. SARA GRILLO: The tool… Can you just talk about that?
Somehow no one in duediligence ever asked them about any of this. And so that’s actually when I started blogging, I started kidding. And not being able to tell them or show them makes it harder for them to do duediligence to understand how it may have behaved. This is implicitly leverage.
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