Udu

MAY 30, 2023

As competition heats up, finding the right software for private equity firms is critical. The days of leaning on human-first analysis are fading, and successful firms are turning to software-driven models for greater accuracy. trillion in private equity dry powder , an all-time high.

Private Equity Firms 52

Private Equity Firms Private Equity Firms Investing Deal Flow 52

Diamond Consultants

OCTOBER 23, 2024

The Asset Purchase/EBITDA-Based Structure What it is: This structure is how many RIAs, private equity firms, roll-ups, aggregators, and investors will “buy into” wealth management firms. In some cases, they also require meaningful growth to achieve the full headline deal package.

Private Equity Firms 72

Private Equity Firms Private Equity Firms Taxes Legal 72

Diamond Consultants

JUNE 1, 2023

As figure 3 above illustrates, the operating leverage and margin expansion that is achieved by moderate organic growth plus a $2mm acquisition serves to greatly expand the value of the business overall—by almost 3x! Ultimately, there are plenty of extraordinary businesses that thrive in the brokerage world.

Enterprise Values 98

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

The Private Equiteer

FEBRUARY 5, 2025

Leveraging Technology and Data Gone are the days when deal sourcing was solely about handshakes and business cards. Modern private equity firms use a host of digital tools to identify, track, and evaluate opportunities: CRM Systems: These help manage relationships and keep track of interactions with target companies and intermediaries.

Deal Flow 52

Deal Flow Private Equity Firms Private Equity Firms Leveraging 52

Pension Pulse

MAY 6, 2024

Then she came across an investor presentation from a different universe: KKR, one of the world’s largest private equity firms. By that time, Mr. Stavros had decided to start an organization to promote his model more broadly, hoping to reach the 12 million people who work for companies that private equity firms own.

Capital 59

Capital Private Equity Firms Private Equity Firms Stakes 59

Steve Sanduski

JANUARY 9, 2023

John and I talked about how even as interest rates rise, private credit could provide a reasonable ROI with moderate volatility for clients looking beyond the traditional components of the 40 in the 60/40 portfolio. John says that shift is a big reason why the private credit market has grown from about $300 billion to $1.3

Investing 52

Investing Private Equity Firms Private Equity Firms Banks 52

Pension Pulse

JUNE 20, 2023

leveraged loans and emerging market bonds. large/mid-cap equity index.] They are really leveraging their comparative advantages in that franchise in the mid market LBO, that's for sure. This is one way of saying the universe of leverage this year is better than what one might expect.

Investing 52

Investing Leveraging Banks Debt 52