Sara Grillo

JUNE 7, 2024

“I want to upgrade my client base and work with ultra high net worth individuals and Family Office clients. Respond to the expectation for specialized, high touch services. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.

High Net Worth Individuals 52

High Net Worth Individuals Consulting Consultants Legal 52

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

Axial

NOVEMBER 26, 2024

Potential buyers fall into two primary categories: → Financial Buyers : These include private equity firms (also known as “financial sponsors”), independent sponsors (or “fundless sponsors”), family offices, search funds, and high-net-worth individuals.

High Net Worth Individuals 40

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

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. As a CPA, he has been preparing complex tax returns for high net-worth individuals and businesses for over ten years. Derek Robinett. appeared first on Sara Grillo.

Consulting 52

Consulting Consultants Taxes High Net Worth Individuals 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 work closely with our client’s financial and legal advisors. We do ground-breaking, confidential global client marketing.

Investment Banking 52

Investment Banking Investment Banks Banks Mergers and Acquisitions 52

The Big Picture

JULY 2, 2024

Really a, a fascinating combination of legal insight and technology. So we got into Y Combinator the summer of 2016 just off of this legal analytics idea. Okay, I don’t think this legal analytics thing is gonna work out for you. He sounds more like a, a computer science geek than a a, a legal geek.

Legal 59

Legal Hedge Funds Financing Finance 59

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