article thumbnail

Taking Due Diligence Beyond Exploration: 6 Important Considerations

Diamond Consultants

When the thought of making a move “gets real,” there’s another level of due diligence that advisors should embark upon. Most advisors consider the process of due diligence to be a disruptive and cumbersome ritual of “meet and greet.” So, what’s “strategic due diligence”? So, what are you to do?

article thumbnail

Main Street Capital (MAIN) Q3 2024 Earnings Call Transcript

The Motley Fool

But we've also had a number of transactions or investments that we were actively executing on in due diligence and legal documentation that just, for one reason or another, slipped away. When you get into due diligence, you're expecting certain banks. Dwayne Louis Hyzak -- Chief Executive Officer Yeah.

Capital 130
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Private credit: Opportunities and operational challenges

Private Equity Wire

Private credit loans are complex and bespoke, with negotiated terms such as cash flow, timing, and fee structures. A fund structure may have ten investments, but there are 100 mid-tier entities in that structure below the fund level—some of the clients making thousands of loans, which adds to the complexity.

article thumbnail

Ask These Questions Before Hiring an M&A Advisor

Axial

What is the valuation and fee structure? Tell me about your fee structure. The most common way an M&A advisory firm charges for its services is with a retainer and a success fee. Can’t Get Enough Due Diligence? What valuation range should I expect for my business and why?

article thumbnail

Do I Need a Lawyer to Sell My Business

Hedgestone

Managing Due Diligence Buyers will conduct due diligence on your business to ensure that they are making a wise investment. A lawyer can also help you prepare for the due diligence process by identifying potential issues and addressing them proactively.

article thumbnail

Main Street Capital (MAIN) Q2 2024 Earnings Call Transcript

The Motley Fool

We believe that the opportunity existed to lead or co-lead the vast majority of our private loan investments, whereby we were able to directly manage the due diligence, the loan documentation, and the post-investment process. Some of it may end up moving into the fourth quarter. The economy can also change. That's all for me.

Capital 130
article thumbnail

Meet the firm that is finally bringing financial planning to small accounts!

Sara Grillo

Please conduct your own due diligence and come to your own decision. By the way, if you happen to be a small investor looking for financial advice, I have a list of advisors who are open to serving such clients. But before you read it, please understand that this is not an endorsement of any particular company or person.