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

The Big Picture

JULY 2, 2024

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. Now this is a website that had cost the state $70 million to make and it was extremely janky and his intent was just to download all the information and then see what he could do with it.

Legal 59

Legal Hedge Funds Financing Finance 59

The Big Picture

MAY 9, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg. RITHOLTZ: So that sounds like a substantial menu of options that can be fairly customized for each individual client regardless family office, high net worth individual — SALISBURY: Yes.

Liabilities 119

Liabilities Assets Banks Hedge Funds 119

The Big Picture

DECEMBER 14, 2022

You can stream and download our full conversation, including the podcast extras on iTunes , Spotify , Stitcher , Google , YouTube , Bloomberg. You shift from high net worth individuals. And no matter how high net worth they are, they’re individuals. They react to markets.

Assets 64

Assets Mergers and Acquisitions Capital Portfolios 64

Indigo Marketing Agency

MARCH 19, 2025

Example: Instead of writing something like: With our advanced wealth management strategies, we help high-net-worth individuals maximize tax-efficient investments while securing generational wealth. Action Steps: Use action-oriented language like Download Now, Book a Free Call, or Get Your Guide.

High Net Worth Individuals 52

High Net Worth Individuals Best Practices Consultants Consulting 52

The Big Picture

JANUARY 7, 2025

You can stream and download our full conversation, including any podcast extras, on Apple Podcasts , Spotify , YouTube , and Bloomberg. And here’s the most important fact that as ultra high net worth and high net worth individuals build out their portfolios.

Capital 52

Capital Hedge Funds Buyout Funds 52

The Big Picture

JUNE 20, 2023

You can stream and download our full conversation, including any podcast extras, on iTunes , Spotify , Stitcher , Google , YouTube , and Bloomberg.  The transcript from this week’s, MiB: Gretchen Morgenson on Private Equity , is below. How is that working out? MORGENSON: Well, you know, it’s interesting.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Financing Finance 59