Private Equity Wire

NOVEMBER 13, 2024

While activities remain challenging, sentiment and activity amongst both private equity GPs and LPs are increasingly positive, according to a new report from industry body Invest Europe and global management consultancy Arthur D Little (ADL).

Due Diligence 96

Due Diligence Venture Capital Consulting Consultants 96

The Motley Fool

FEBRUARY 2, 2024

Most of the new business consists of consulting services, helping customers install, integrate, and make the most of Big Blue's game-changing AI tools. Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month.

Due Diligence 130

Due Diligence Consulting Consultants Returns 130

Private Equity Wire

DECEMBER 20, 2023

Sustainability Consultant & Manager Amandine Stérin chats to Private Equity Wire about current trends in the space and how the company is responding to changing client requirements. PARTNER CONTENT Cority provides a full suite of sustainability and ESG software solutions and advisory services for private markets investors.

Due Diligence 96

Due Diligence Consulting Consultants Investment Firms 96

Private Equity Wire

FEBRUARY 13, 2025

The winners are: Managers Emerging Fund Raising of the Year: Buyout – 21 Invest (21 Invest Continuation Fund) Emerging Fund Raising of the Year: Co-invest – Qualitas Funds (Qualitas Funds Direct II) Emerging Fund Raising of the Year: Direct Lending – Foresight Group Holdings (Midlands Engine Investment Fund II) Emerging Fund Raising (..)

Law Firms 55

Law Firms Buyout Deal Origination Due Diligence 55

Hedgestone

JULY 10, 2023

As the owner of a consulting business, you may be considering selling your business, merging with another firm, or simply seeking to understand the true value of your company. Regardless of your goals, determining the value of your consulting business is a crucial step towards making informed decisions about the future of your company.

Consulting 52

Consulting Consultants Due Diligence Mergers and Acquisitions 52

The Motley Fool

MARCH 30, 2024

Over the short term, these new spot Bitcoin ETFs will help to popularize the idea of cryptocurrency as a stand-alone asset class that deserves a place in your portfolio. As a prudent investor, you should certainly do your own due diligence before investing in any of these new products. Let's take a closer look.

Due Diligence 130

Due Diligence Finance Financing Assets 130

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Are Alternative Investments the Key to Diversifying Your Portfolio? If you prefer a more indirect approach, Real Estate Investment Trusts (REITs) allow you to invest in a portfolio of properties without the hassle of direct ownership. Commercial properties, such as office spaces or retail buildings, can offer higher potential returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Private Equity Wire

JULY 25, 2023

Sexton joins Stanley’s growth and investor relations team with a key focus on fundraising activities while Fogtdal will strengthen Stanley’s transformation team, working with portfolio companies to develop operational efficiencies and drive growth. with brand name private equity clients. Like this article?

Due Diligence 52

Due Diligence Capital Consulting Consultants 52

Sara Grillo

APRIL 19, 2024

2 Consider Advice-Only Planning The other thing you could do would be to hire an advisor to give you advice but not manage the portfolio. Please conduct your own due diligence and come to your own decision. The latter is not the preferred scenario. #2 There are many advisors who work with clients this way.

Due Diligence 97

Due Diligence Legal Accounting Education 97

Hedgestone

JULY 7, 2023

As an investor, one of the primary reasons to hire a stockbroker is to manage your investment portfolio and ensure that your investments generate a healthy return. Our expertise lies in representing buyers and assisting with every aspect of the purchasing process, from due diligence to negotiating the best deal.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Due Diligence Mergers and Acquisitions Consulting 52

Trivest Partners

FEBRUARY 15, 2023

MIAMI, FLORIDA – BluWave , the business builders’ network for private equity grade due diligence and value creation needs, announced today that Trivest is a recipient of the 2023 Top Private Equity Innovator Award for the second consecutive year. Templeton, managing partner at Trivest. Templeton, managing partner at Trivest.

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Consulting 40

Hedgestone

JULY 10, 2023

” Whether you are an entrepreneur looking to expand your portfolio or someone looking to invest in a business, evaluating a business before buying is crucial to making an informed decision. Conducting Due Diligence Once you have a basic understanding of the business, it is time to conduct due diligence.

Due Diligence 52

Due Diligence Mergers and Acquisitions Assets Consulting 52

The Motley Fool

MAY 13, 2024

What stocks should you add to your retirement portfolio? Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Then just preparing for selling, conducting reverse due diligence.

Due Diligence 130

Due Diligence Investing Mutual Funds Companies 130

Trivest Partners

MARCH 4, 2024

BluWave , the Business Builders’ Network that connects the private equity industry with best-in-class talent, industry consultants and service providers, announced Trivest as a 2024 Top PE Innovator Award winner*. “Their innovative practices are strengthening companies, creating jobs, and catalyzing a rebound in our economy.”

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Consulting 40

Sara Grillo

AUGUST 25, 2023

I created this list of financial advisors for small accounts (less than $300,000 in assets) because there are alot of schmucks out there hawking crap products to people with portfolio of this size, and I don’t think it’s fair. I am an irreverent and fun marketing consultant for financial advisors.

Accounting 52

Accounting Consulting Consultants Due Diligence 52

Fortune Financial

MAY 4, 2023

Yet, it’s important to do due diligence and carefully research each investment opportunity before making any decisions. As with any investment, risks are involved — it’s important to diversify your portfolio across multiple asset classes to minimize potential losses.

Due Diligence 52

Due Diligence Investing Crowdfunding Startups 52

Insight Partners

APRIL 30, 2024

Unsurprisingly, Exactitude Consultancy predicts the global microsegmentation market will grow from $2.63 More than a decade as a former operator taught me that these projects are notoriously difficult due to a lack of viable, scalable technical approaches to implementing essential controls exactly where and how they’re needed.

Due Diligence 52

Due Diligence Leveraging Startups Assets 52

Axial

JUNE 15, 2023

May River Capital BMI Mergers & Acquisitions Hummock Industries Align Business Advisory Services Hidden Harbor Capital Partners Baker Group M&A Consultants Branford Castle Partners, L.P. Peakstone Group SouthWorth Capital Meritage Partners, Inc. AEC Equities, Inc.

Mergers and Acquisitions 52

Mergers and Acquisitions Due Diligence Deal Origination Investment Banking 52

Pension Pulse

MAY 16, 2024

Ares’s infrastructure debt and alternative credit strategies and CDPQ are providing up to €300m each, together with a €150m contribution from Schroders Capital in financing, alongside incremental equity to help Vantage grow its EMEA data centre portfolio. Once fully developed, the portfolio aims to generate 751MW of combined IT capacity.

Finance 59

Finance Financing Debt Due Diligence 59

Sara Grillo

MAY 24, 2024

Look at the actual amount you are paying ; don’t overlook what it is actually costing you if your assets are being debited automatically (even though you never had to write the check because your portfolio paid the bill). #5 Please conduct your own due diligence and come to your own decision.

Due Diligence 52

Due Diligence Education Consulting Consultants 52

Trivest Partners

JANUARY 16, 2024

Our value proposition to capital providers is direct, candid communication on a consistent basis forming a true partnership that includes the portfolio company’s leadership. This eliminates much of the pressure associated with a typical deal close since certain terms, conditions, and due diligence has already been completed.

Due Diligence 40

Due Diligence Investing Private Equity Firms Private Equity Firms 40

Diamond Consultants

JUNE 23, 2022

Advisor Group’s acquisition of American Portfolios Financial Services reminds independent reps whose broker dealer recently sold that whether content or not with your firm, the news is unsettling. After your own due diligence, you may find that the new BD is actually the right one for you. So what does an IBD advisor do next?

Due Diligence 52

Due Diligence Education Financial Services Assets 52

Diamond Consultants

MAY 24, 2022

So, it’s critical that the due diligence process provides the answer with clear and meaningful client benefits identified along the way. So, keeping the idea of “what’s in it for my clients” top-of-mind when performing due diligence will ensure that you really understand how a new firm could move the needle for all.

Due Diligence 52

Due Diligence Taxes Assets Accounting 52

The Motley Fool

NOVEMBER 8, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. Number two, accelerate net new growth opportunities with our joint clients and brings significant new logos to our clients' portfolio.

Taxes 130

Taxes Financial Services Consulting Consultants 130

Axial

DECEMBER 23, 2024

The composition and health of your investment portfolio outside your business. At Axial, you’ll be assigned an Exit Consultant to help assess the advisors fit and conduct thorough interviews. The LOI provides a roadmap for due diligence, negotiations, and closing the deal. Your retirement benefits.

Due Diligence 52

Due Diligence Consulting Consultants Taxes 52

Sara Grillo

MAY 16, 2022

I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. Please conduct your own due diligence and come to your own decision. It is important to note that this would only be a low cost option for larger portfolios.

Assets 52

Assets Due Diligence Consulting Consultants 52

Pension Pulse

SEPTEMBER 6, 2023

In July, the regulator published new guidelines for the sector, which among other things, called for portfolio valuations each quarter. They also require that funds disclose certain fee structures, and bar them from offering some investors preferential treatment when it comes to their portfolio exposures and ability to cash out.

Hedge Funds 64

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

The Motley Fool

MAY 21, 2024

Make your portfolio reflect your best vision for our future. Make your portfolio reflect your best vision for our future. In the past, the only reference I had with market cap was either small, medium, or large, which only helped me with my portfolio allocation. I don't care what it does to people or to the environment.

Venture Capital 130

Venture Capital Capital Due Diligence Investing 130

The Motley Fool

AUGUST 21, 2023

This dynamic is benefiting our convenience and discount oriented banners and driving positive same store sales for our broader liquor retail portfolio. We have also streamlined our investment portfolio by divesting from equity securities and certain credit exposures. The investment portfolio resulted in a net loss of $1.5

Mergers and Acquisitions 130

Mergers and Acquisitions Shareholders Capital Leveraging 130

The Motley Fool

AUGUST 8, 2024

Stock Advisor provides investors with an easy-to-follow blueprint for success, including guidance on building a portfolio, regular updates from analysts, and two new stock picks each month. We meet with them regularly and are meeting again in two weeks to continue their final due diligence and move the process along.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Due Diligence Finance 130

The Motley Fool

AUGUST 9, 2023

As we announced on July 17th, our board, after consultation with its financial advisor and outside legal counsel, unanimously determined that the July 13th revised unsolicited proposal by 3D Systems Corporation would reasonably be expected to result in a superior proposal as defined in Stratasys merger agreement with Desktop Metal.

Mergers and Acquisitions 130

Mergers and Acquisitions Shareholders Capital Due Diligence 130

The Motley Fool

DECEMBER 6, 2023

We did announce the expansion of that portfolio at the beginning part of next year with Prescriber and National. Our business consulting can really help there, especially as we're building up our business in consulting and clinical. They were confident -- they did their due diligence. Compass is a key part of that.

Banks 130

Banks Consulting Consultants Due Diligence 130

The Big Picture

DECEMBER 5, 2023

And I got to see firsthand what Bain was doing in strategic consulting and understand their view of business separate from the numbers. There is a consulting firm which did a study a few years ago that 25% of the CEOs are gone at closing in most really the average private equity transaction. These are full-time operating professionals.

Private Equity Firms 69

Private Equity Firms Private Equity Firms Mergers and Acquisitions Debt 69

The Big Picture

FEBRUARY 28, 2023

Tell us a little bit about the giant portfolio of companies you guys are managing. So we manage a portfolio of several dozen companies. When you add together all of our portfolio companies, it’s effectively $100 billion enterprise — RITHOLTZ: Wow. You sit on the board of directors on a number of portfolio companies.

Assets 59

Assets Due Diligence Private Equity Firms Private Equity Firms 59

The Motley Fool

AUGUST 21, 2023

Currently, we have two Fortune 15 companies, one major consulting firm, a global F&B brand, and a leading law firm using Zoom Team Chat as a core means of text-based communications. in Q2 of last year, reflecting our investments in expanding our product portfolio including Zoom Contact Center, AI, and more.

Leveraging 130

Leveraging Banks Taxes Due Diligence 130

The Big Picture

JULY 26, 2022

I really didn’t know the difference between private equity or consulting, or anything. Well, you have to have a certain track record, be around for certain length of period, be able to check all of their due diligence boxes, and that takes time and money. We hired a consulting and coaching firm for our whole organization.

Consulting 119

Consulting Consultants Private Equity Firms Private Equity Firms 119