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Benefits of Investing In the Best Private Equity Software

Udu

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.

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Airplane Thumbing

This is going to be BIG.

I’ve done a few on the subway—you can look for them using the search bar on my blog to the right. Skymall is one of those companies where some private equity guy sits there and goes “That’s a random ass business no one’s ever thought about… I’ll bet you I can buy that cheap.”

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Beyond the Forgivable Loan: The Evolution of Advisor Transition Deal Structures

Diamond Consultants

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.

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What’s the ‘Real’ Value of a Financial Advisor’s Business?

Diamond Consultants

Ultimately, there are plenty of extraordinary businesses that thrive in the brokerage world.

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The Art of Deal Sourcing in Middle Market Private Equity

The Private Equiteer

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. Content Sharing: Publish insightful commentary on platforms like LinkedIn or your own blog.

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What Is the Best Private Equity Software?

Udu

If your firm isn’t already taking advantage of private equity tools, you may already be behind. So what should you look for in the best private equity software? In this blog, we discuss the essential features and capabilities you must find before investing in a software solution.

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The Annual Report for Advisors: The Contradictions of 2022 and Emerging Trends for 2023

Diamond Consultants

Record valuations and sophisticated buyers, like private equity firms with deep pockets and healthy appetites to acquire high-quality businesses, caused many employee teams to reconsider the big picture in ways they had not before.