Private Equity Insights

OCTOBER 19, 2023

Fund VI secured limited partner commitments from a diversified global investor base of family offices, endowments, foundations, consultants, asset managers, insurance companies and high-net-worth individuals, including 25 former portfolio company executives and family-founder partners.

High Net Worth Individuals 130

High Net Worth Individuals Funds Private Equity Firms Private Equity Firms 130

Private Equity Insights

FEBRUARY 2, 2024

firm is looking to invest in smaller companies than usual. Clifton says the new Falfurrias fund is targeting cash flow-positive companies with double-digit growth in the subsectors of information services, government services and fintech. NPI says 120 of its 500 customers are Fortune 500 companies. The Scituate, Mass.-based

High Net Worth Individuals 130

High Net Worth Individuals Private Equity Firms Private Equity Firms Funds 130

Private Equity Wire

MARCH 20, 2024

Fund II, which attracted commitments from private and public pensions, family offices, high-net worth individuals and sovereign wealth funds, will make primary and secondary investments in companies across technology, healthcare and climate tech, with a focus on North America and Asia.

High Net Worth Individuals 98

High Net Worth Individuals Capital Funds Consulting 98

Private Equity Wire

JULY 29, 2024

Ownership stakes in other companies are also considered, with less than majority ownership deemed passive. Exceptions exist for cash as working capital and for startup and technology companies. He advises high-net-worth individuals on estate planning, trust planning, charitable contributions and investment strategy and planning.

Taxes 98

Taxes High Net Worth Individuals Mergers and Acquisitions Startups 98

The Motley Fool

FEBRUARY 5, 2025

Interval funds are closed-end investment companies that might appeal to investors looking for different ways to diversify their portfolio by providing access and exposure to illiquid strategies or alternative assets. Consult with a tax advisor to understand the potential tax implications of investing in these products.

Mutual Funds 130

Mutual Funds Funds High Net Worth Individuals Hedge Funds 130

Private Equity Wire

NOVEMBER 13, 2023

PARTNER CONTENT RAISE Impact is an impact investment strategy dedicated to investing in growth companies that are both profitable and committed to building a more sustainable future. This dual focus on ESG and financial performance resonates strongly with both Limited Partners (LPs) and companies.

High Net Worth Individuals 98

High Net Worth Individuals Exit Strategy Consulting Consultants 98

Pension Pulse

MAY 25, 2023

is acquiring a minority stake in a corporate consultant and fund administration provider. a British pension trustee and governance consultant; Axelia Partners, a global expansion service provider; and BNP Paribas Jersey Trust Corp., BCI’s investment follows Zedra’s acquisition of a series of financial sector service providers in 2022.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

Axial

NOVEMBER 26, 2024

When you decide to sell your company, one of the first things you will want to do is work with your M&A advisor or investment banker to begin researching and building a buyer list — a list of investment firms, corporations, and individuals to approach during the M&A sale process.

High Net Worth Individuals 40

High Net Worth Individuals Accredited Investors Investment Horizon Private Equity Firms 40

Axial

JULY 27, 2023

” Industries : Consumer Goods, Energy & Utilities, Technology, Industrials, Business Services, Manufacturing, Distribution, Health Care, Telecommunications, Consumer Services, Financial Services, Retail Visit FOCUS IB’s Profile “ASA Ventures Group (AVG) provides M & A representation to middle-market private companies.

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

Axial

MAY 4, 2023

We closed 32 deals in 2022 in various industries, including manufacturing, distribution, e-commerce, logistics, consulting and healthcare; generating $619 million in liquidity for our clients. We create powerful marketing videos showcasing our client’s companies. We work for owners selling their companies – and them alone.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Axial

OCTOBER 24, 2024

is the global leader in merger and acquisition services, specializing in serving software and information technology companies worldwide. ” Visit Ardent Advisory Group’s Profile “ Cornhusker Capital was launched in November 2010 with the idea of providing superior and value-based services to lower middle market companies.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Sara Grillo

DECEMBER 12, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Prior to joining Guggenheim he spent 5 years at Capital Group Companies as a trader in the fixed income division. For those of you who are new to my blog, my name is Sara. Derek Robinett.

Consulting 52

Consulting Consultants High Net Worth Individuals Taxes 52

Pension Pulse

SEPTEMBER 6, 2023

The three foundational pillars of the final rule - a lack of transparency, the presence of conflicts of interest, and a lack of governance over private market investments - are at the core of numerous ODD findings written by Castle Hall as well as by our peers in the consulting space and equally in-house ODD teams.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

Sara Grillo

MAY 24, 2024

Or if you want more… I am an outsourced CMO for companies who need regular, full service marketing – blogging, social media posts, newsletters, etc. There’s no “two best” of something. What is the thing you would die by your ability to do well? Then craft a one line sentence expressing the skill you would die by.

High Net Worth Individuals 52

High Net Worth Individuals Consulting Consultants Prospects 52

The Big Picture

JULY 2, 2024

And after we got into Y Combinator, basically the very first day, the general counsel who kind of keeps a watch over all the legal tech companies pulls us aside and is like, I don’t think your business idea is very good. A big perpetual insurance company versus lawyers come and go. Eva Shang : Exactly.

Legal 59

Legal Hedge Funds Finance Financing 59

Private Equity Wire

JANUARY 17, 2025

Canada’s Sagard Holdings is launching a private equity fund aimed at retail investors, marking a significant move as alternative asset managers expand their focus beyond institutional clients and ultra-high-net-worth individuals, according to a report by Wealth Management. A subsidiary of Power Corp.

High Net Worth Individuals 96

High Net Worth Individuals Accredited Investors Investors Funds 96

The Motley Fool

JANUARY 30, 2025

First, the Times Black ICICI Bank credit card, catering to high-net-worth individuals with travel and lifestyle benefits. This quarter, we signed an agreement with OnePay, a fintech company with more than 3 million monthly active users for Visa Direct as the engine for wallet loads. with issuing bank Emirates NBD.

Banks 130

Banks Accounting Taxes High Net Worth Individuals 130

Axial

MARCH 20, 2025

This includes determining what you need to finance your life post-sale, how long you want to stay on to assist with the transition, your desired outcome for the companys brand and legacy, your plans for employees, and your ideal exit date. Financial buyers invest in companies where they see growth potential.

Private Equity Firms 40

Private Equity Firms Private Equity Firms Mergers and Acquisitions High Net Worth Individuals 40

The Motley Fool

FEBRUARY 26, 2025

That is McKinsey consultants going out and trying to inflect for a very specific reason. Their crucial function is to provide a, not necessarily countervailing, but to provide a level of judgment and consideration and counsel to the company management that the company manager would not otherwise be able to access.

Education 130

Education High Net Worth Individuals Consulting Consultants 130