Private Equity Insights

DECEMBER 22, 2023

” Alvarez & Marsal, Boston Consulting Group, Nextfed, and PricewaterhouseCoopers served as advisors to Carlyle and Insight Partners. Jefferies LLC served as exclusive financial advisor and Sidley Austin LLP served as legal advisor to Exiger.

Buyout 130

Buyout Consultants Consulting Legal 130

Sara Grillo

APRIL 19, 2024

But before we get into it… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. I’m not a lawyer – so please don’t interpret anything I say here as legal advice. Do your own diligence when you are seeking financial advice. Don’t be fooled!

Due Diligence 97

Due Diligence Legal Accounting Education 97

This is going to be BIG.

MARCH 1, 2010

Join us for a "Lab-themed" meetup: presentation and discussion with a team from technology consulting firm Lab49, which builds advanced solutions for the financial services industry. RSVP: [link]. 7PM: Agile UX at Lab49 (Hosted by Pivotal Labs). RSVP: [link]. argument even as it makes it.".

Venture Capital 87

Venture Capital Consultants Consulting Legal 87

Sara Grillo

OCTOBER 31, 2022

If you are not careful you can wind up paying a lot of money for crap, or even getting blatantly deceived about what you are paying for when you hire a financial advisor. But assuming that your financial advisor is a fiduciary , one who is legally obligated to put your interests before theirs, they will need to register with a Form ADV.

Securities and Exchange Commission (SEC) 110

Securities and Exchange Commission (SEC) Legal Consultants Consulting 110

Walkner Condon Financial Advisors

MAY 9, 2024

Read more on what impact this will have on financial services and Clint’s comments HERE. You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only.

Education 59

Education Consultants Consulting Legal 59

The Motley Fool

MAY 7, 2024

Financial advisor, financial planner, financial consultant, wealth advisor, wealth coach. Because there aren't many regulations, just about anyone can call themselves a financial advisor. But a fiduciary is someone who is legally obligated to put your interests first. What are our options here?

Accounting 245

Accounting Financing Finance Consultants 245

Sara Grillo

DECEMBER 11, 2023

I’m a CFA® charterholder and financial advisor marketing consultant. I am an irreverent and fun marketing consultant for financial advisors. But before we get to the podcast… Look, there are alot of schmucks out there hawking crap products disguised as financial advice. Can I get a whoo hoo on that?

Consulting 59

Consulting Consultants Due Diligence Education 59

Axial

JANUARY 30, 2024

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 specialize in providing services to the printing, packaging and allied graphic arts industries with an emphasis on mergers and acquisitions.”

Investment Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

Sara Grillo

JUNE 24, 2024

The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. It will teach you how to avoid shenanigans, crap products, and other scummy practices that are unfortunately common in financial advice. For advise on such matters, contact a legal or compliance advisor.

Consultants 59

Consultants Consulting Mutual Funds Legal 59

Sara Grillo

JUNE 17, 2024

The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor. For advise on such matters, contact a legal or compliance advisor.

Legal 59

Legal Education Consultants Consulting 59

Walkner Condon Financial Advisors

JUNE 2, 2023

According to Her Money , more people are seeking professional financial advice, creating greater opportunities for more women to enter the field. In order to share this opportunity with other women, we need to take into account how those newer to the financial services profession are mentored.

Education 98

Education Financing Finance Consultants 98

The Motley Fool

AUGUST 8, 2024

Our pipeline has expanded nicely, largely driven by new deal inflows in Consulting and Engineering Services, which is our largest segment. Last quarter, we consolidated our Analytics, Engineering, and Applications business and now call it Consulting and Engineering Services under industry veteran, Howard Boville.

Resale 130

Resale Consultants Consulting Accounting 130

Advent International

MARCH 7, 2023

The market is moving incredibly fast towards integrated services – the combination of Tag’s global technology-enabled content production with dentsu’s broader marketing, technology and consulting skills will be tremendously additive for both sets of our wonderful clients.

Companies 52

Companies Consultants Consulting Legal 52

The Motley Fool

MAY 16, 2024

Continuing with GBS, we're bringing together the best capabilities of our Analytics and Engineering and Applications business, now called Consulting and Engineering Services, with industry veteran Howard Boville as our general manager. In financial services, we provide core banking solutions to numerous banks globally.

Resale 130

Resale Consultants Consulting Debt 130

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 Consultants Consulting Due Diligence 52

The Motley Fool

AUGUST 22, 2024

ERNIE Agent has the potential to revolutionize our traditional CPC model into a more efficient CPS model in the future, as it transitions from pre-sale consultations to catalyzing more direct sales on our platform. A user had a conflict with a law enforcement officer and started this consultation with this agent.

Leveraging 130

Leveraging Education Consultants Consulting 130

Advent International

JULY 26, 2022

As a global provider of tech consultancy and digital transformation services, NEORIS will strengthen its capabilities and reach through Advent’s expertise in the space. It has provided tech consulting services for over 20 years and serves clients across the globe. We are thrilled to become shareholders of NEORIS.

Consultants 52

Consultants Consulting Stakes Legal 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 specialize in providing services to the printing, packaging and allied graphic arts industries with an emphasis on mergers and acquisitions.”

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

Sara Grillo

DECEMBER 22, 2023

I did not interview all the hundreds of thousands of advisors out there, I conducted research using Google, consulted with my network, and posted on social media. 2 Learn their tricks Consumer advocacy blogs – In these blogs I talk about the bad things that financial advisors do, so you can learn what to avoid. #3 9 Sept 2013).

Due Diligence 52

Due Diligence Consultants Consulting Legal 52

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

Advent International

JULY 1, 2022

“GfK is much stronger today than it was five years ago, and the 2021 results are a testament to GfK’s effort and readiness to continue its path to become an integrated data, analytics and consulting firm providing superior service to its clients. NYSE: KKR), please visit KKR’s website at: www.kkr.com Advisors and Legal Counsel J.P.

Legal 52

Legal Shareholders Hedge Funds Assets 52

Sara Grillo

MARCH 22, 2024

Steven Kampschmidt Home Freedom Found Financial Andy Panko [link] Tenon Financial New Mexico Jose Sanchez [link] Flat fee financial planning for families living with and through Alzheimer’s New York State Laura Rotter www.trueabundanceadvisors.com I am an annual retainer, flat fee advisor.

Legal 52

Legal Taxes Consultants Consulting 52

Sara Grillo

AUGUST 14, 2023

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” I am an irreverent and fun marketing consultant for financial advisors. Let’s talk about it.

Legal 52

Legal Consultants Consulting Taxes 52

Axial

NOVEMBER 18, 2024

With over 2,000 vetted advisors and 14 years of insights into the deals they’ve closed, our Exit Consultants connect business owners with 3–5 advisors who are best positioned to identify the right buyers and negotiate the terms of your business sale. Financial Services Range of EBITDA multiples: 1.78–7.6,

Consultants 52

Consultants Consulting Debt Financing 52

Fortune Financial

SEPTEMBER 25, 2023

Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes. Conduct Thorough Research The financial industry is highly regulated, and individuals and firms that provide wealth management services must meet specific qualifications and standards.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 59

The Big Picture

APRIL 25, 2023

And so, as advisors look to leave these big enterprises and go independent, one of the biggest things we need to train them on is the distinction between compliance, legal, and risk. RITHOLTZ: Compliance, legal, and risk. Those are three very, very distinct issues that sometimes get lumped together as a lazy way to say no.

Legal 64

Legal Law Firms Consultants Consulting 64

The Motley Fool

FEBRUARY 15, 2024

While this trend continues, and in some cases to our benefit, we are seeing encouraging signals of a general rebound for build-based solutions and for traditionally strong Continuum capabilities in advanced tech, data experience, consulting, and AI. Now, about some established capabilities, which were confirmed recently. compared to Q4 2022.

Consultants 100

Consultants Consulting Taxes Leveraging 100

Walkner Condon Financial Advisors

JULY 27, 2023

She gave us plenty of notice so that we could locate and train her eventual replacement in order to maintain client service levels. Mary Jo Stanizewski has joined us with 25 years of experience in financial services in a Client Service Specialist role. ★★★★★ Thanks for taking the time to read up on our updates!

Education 52

Education Bidding Consultants Consulting 52

Sara Grillo

DECEMBER 12, 2022

I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.”. I am an irreverent and fun marketing consultant for financial advisors. See you in the next one! Michael Pinkans.

Consultants 52

Consultants Consulting High Net Worth Individuals Taxes 52

Pension Pulse

MAY 25, 2023

Benefits Canada reports BCI investing in financial services provider, building Brisbane apartment complex: The British Columbia Investment Management Corp. is acquiring a minority stake in a corporate consultant and fund administration provider. a fiduciary service provider.

Stakes 52

Stakes High Net Worth Individuals Taxes Buyout 52

Fortune Financial

SEPTEMBER 25, 2023

Consulting with an advisor can help you optimize your financial plan along with identifying the impact of potential future tax changes. Conduct Thorough Research The financial industry is highly regulated, and individuals and firms that provide wealth management services must meet specific qualifications and standards.

Securities and Exchange Commission (SEC) 52

Securities and Exchange Commission (SEC) Fee Structure Education Taxes 52

The Motley Fool

NOVEMBER 7, 2024

In our Global Business Services segment, where we help clients accelerate digital transformations, we continue to refine our delivery models and drive more scalable and standardized solutions. For Equitable Holdings, a leading financial services client, we built and deployed a GenAI-powered virtual service agent.

Resale 130

Resale Consultants Consulting Accounting 130

The Motley Fool

AUGUST 24, 2023

This year, we've put increased focus on financials go-to market, and it's starting to bear fruit with healthy customer growth in Q2. Beyond the full platform deals I mentioned earlier, we had a number of financial expansion wins in the quarter including the Medical College of Wisconsin, Nordic Consulting, and Rakuten.

Securities and Exchange Commission (SEC) 130

Securities and Exchange Commission (SEC) Leveraging Banks Education 130

Fortune Financial

AUGUST 7, 2023

Fortune Financial: Your Partner in Alternative Investments When venturing into the world of alternative investments, having a trusted partner by your side can make all the difference. Fortune Financial is a leading financial services firm that specializes in alternative investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Fortune Financial: Your Partner in Alternative Investments When venturing into the world of alternative investments, having a trusted partner by your side can make all the difference. Fortune Financial is a leading financial services firm that specializes in alternative investments.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Sara Grillo

JUNE 12, 2023

New York State Department of Financial Services. SARA GRILLO: As the financial advisor representing the consumer, does the consumer have a legal right to this information from the insurance company? Please consult a consultant. Will AG 49-B be a May Day or meh day for IUL illustrations? 2017, Nov 15).

Due Diligence 59

Due Diligence Consultants Consulting Accounting 59

The Motley Fool

NOVEMBER 8, 2024

We initially signed with this institution back in 2014 for our cross-border payments processing solution and went live with our full-suite student financial services solution during this quarter to help automate back-office reconciliation efforts that previously required a lot of manual efforts by staff. administrative change.

Education 130

Education Banks Shareholders Capital 130