Axial

FEBRUARY 22, 2024

Neglecting the NDA’s importance could lead to legal complications later on. Ensuring these parties have access to the confidential information is critical for due diligence and analysis. Necessary exemptions to the NDA must be made in cases where administrative or legal procedures mandate disclosure.

Legal 52

Legal Due Diligence Education Finance 52

Sara Grillo

DECEMBER 11, 2023

Please conduct your own due diligence and come to your own decision. The wealth management services he provides and how he keeps the cost of service low Investor confusion about low fees and how he helps keep the message clear and educates them, which he calls, “deprogramming”).

Consulting 59

Consulting Consultants Due Diligence Education 59

Fortune Financial

MAY 4, 2023

Educational & Learning Opportunities In STEM Fields: 3D printing provides an engaging and hands-on approach to learning. Yet, it’s important to do due diligence and carefully research each investment opportunity before making any decisions. Scan the QR code below to connect with us.

Due Diligence 52

Due Diligence Investing Crowdfunding Startups 52

Sara Grillo

DECEMBER 22, 2023

Please conduct your own due diligence and come to your own decision. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

Due Diligence 52

Due Diligence Consulting Consultants Legal 52

Sara Grillo

AUGUST 25, 2023

Please conduct your own due diligence and come to your own decision. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.

Accounting 52

Accounting Consulting Consultants Due Diligence 52

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. Fortune Financial evaluates various due diligence areas such as the track record, reputation and fees associated with these platforms to make an informed decision.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. Fortune Financial evaluates various due diligence areas such as the track record, reputation and fees associated with these platforms to make an informed decision.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Zajac Group

JULY 8, 2024

Even the basics can be encumbered by jargon, legal rules, and potential tax traps associated with each type. As you do your due diligence on your equity compensation offer, here are four important details to focus on: Vesting : When will your equity stake go from unvested to vested? Let’s dive into some of the details.

Taxes 52

Taxes Legal Due Diligence Stakes 52

SuperAngel.Fund

MARCH 24, 2023

I spent countless hours making investor intros, hosting pitch events, copy editing emails, providing deck feedback, introducing them to my top legal advisors, and more. Overseeing all the paperwork, legal, tax, and accounting docs required to make each investment and manage each SPV on an ongoing basis was time-consuming and onerous.

Angel Investors 59

Angel Investors Due Diligence Legal Deal Flow 59

Sara Grillo

JUNE 12, 2023

It requires care, skill, prudence, and due diligence (a best interests standard of care) to be followed when selling insurance. SARA GRILLO: As the financial advisor representing the consumer, does the consumer have a legal right to this information from the insurance company? Variable products, yes. SARA GRILLO: They should.

Due Diligence 59

Due Diligence Consulting Consultants Accounting 59

The Big Picture

JANUARY 9, 2024

You, you were valedictorian Harvard, you never mentioned your Ivy League education. Barry Ritholtz : 00:06:24 So how do you, how do you shift from m and a legal work to structuring derivatives at Goldman? But a component of it was also like thinking through all these like legal and regulatory and quasi legal regimes.

Mergers and Acquisitions 52

Mergers and Acquisitions Law Firms Hedge Funds Finance 52

Private Equity Wire

OCTOBER 30, 2024

Founded in 2004, PebblePad is a learning journey platform used by more than 130 universities to support higher education institutions across the UK, Australia, New Zealand, Canada, and the US. PebblePad was advised by Bishopsgate (Corporate Finance), Gateley (Legal), Claritas (Tax), and Crosslake (Technology).

Due Diligence 97

Due Diligence Private Equity Firms Private Equity Firms Legal 97

Pension Pulse

MAY 8, 2023

Scott Pelley: What did the educators at Walnut Middle School tell you? Blackstone told us "extensive pre-investment due diligence showed PSSI had industry-leading hiring compliance." But it seems, that diligence failed to find what was obvious to investigators watching a shift change in a parking lot.

Due Diligence 52

Due Diligence Education Pension Funds Mutual Funds 52

The Big Picture

JANUARY 24, 2023

So I did my thesis on how leveraged buyouts work from the legal and the business side. And I remember literally sitting with the bankers at Manny Hanny and we went through every lending bank in the world, every major bank, and said if they lend their full legal limit — RITHOLTZ: They could — KLINSKY: — then we raise enough.

Leveraged Buyouts 105

Leveraged Buyouts Private Equity Firms Private Equity Firms Debt 105

Sara Grillo

SEPTEMBER 26, 2022

I mean, how is the CFP Board even going through a process of due diligence, again, innocent till proving guilty in the sense when they have all kinds of disclosures, but at the same time, they’re publicly reprimanding 40 people, 80 people, whatever the number is, in a given year, out of the tens of thousands.

Securities and Exchange Commission (SEC) 59

Securities and Exchange Commission (SEC) Education Consulting Consultants 59

The Motley Fool

AUGUST 3, 2023

These candidates are moving through our approval process very quickly, and we have over 50 other candidates that are in various stages of our due diligence pipeline. It helps deliver education and training. But per -- but current applicants represent over 1,500 potential agents and over $3 billion of potential production.

Due Diligence 189

Due Diligence Legal Debt Education 189

Axial

OCTOBER 26, 2023

We assist in valuation, transaction structure, marketing the business, leveraging our network of institutional buyers and managing due diligence / legal process to close. In addition to educational courses, we develop robust financial models to create clarity around potential growth strategy.

Investment Banks 52

Investment Banks Investment Banking Banks Mergers and Acquisitions 52

The Big Picture

MARCH 12, 2024

Barry Ritholtz : So, so let’s talk a little bit about your career in real estate, but before we get to that, I just gotta ask on your LinkedIn under education, it says, didn’t graduate, none working for a living. There were financial experiments where the borrower hadn’t been through due diligence.

Hedge Funds 59

Hedge Funds Banks Assets Due Diligence 59

Diamond Consultants

NOVEMBER 6, 2024

Whether or not you are actively thinking of making a move, advisors must remain vigilant in protecting their confidentiality around any due diligence they perform. Limit or avoid informing staff and junior members of the team of your intentions or plans until absolutely necessary and advised by the new firm or legal counsel.

Prospects 52

Prospects Due Diligence Education Consulting 52