Diamond Consultants

SEPTEMBER 20, 2022

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?

Due Diligence 52

Due Diligence Fee Structure Mutual Funds Leveraging 52

Private Equity Wire

SEPTEMBER 20, 2023

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.

Hedge Funds 96

Hedge Funds Due Diligence Fee Structure Collateral 96

Axial

OCTOBER 21, 2024

Finalize the Sale and Close the Deal Complete due diligence Manage buyer questions and site visits Negotiate, sign, and close the deal 1. Discuss their fee structure and assess their ability to handle complex transactions. Evaluate and Respond to Letters of Intent Evaluate offer terms Identify and execute the best LOI 6.

Due Diligence 97

Due Diligence Mergers and Acquisitions Consulting Consultants 97

The Motley Fool

AUGUST 9, 2024

Following my comments, David and Jesse will provide additional comments regarding our investment strategy, investment portfolio, financial results, capital structure and leverage, and our expectations for the third quarter of 2024. After which, we'll be happy to take your questions. Net asset value, or NAV, increased by $0.26

Capital 130

Capital Asset Management Securities and Exchange Commission (SEC) Assets 130

The Motley Fool

NOVEMBER 8, 2024

Following my comments, Dave and Ryan will provide additional comments regarding our investment strategy, investment portfolio, financial results, capital structure and leverage, and our expectations for the fourth quarter, after which we'll be happy to take your questions. Net asset value, or NAV -- or NAV, increased by $0.77

Capital 130

Capital Asset Management Due Diligence Assets 130

Axial

OCTOBER 24, 2023

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. M&A advisors often have an extensive network of service providers that business owners can leverage.

Due Diligence 52

Due Diligence Fee Structure Legal Best Practices 52

Pension Pulse

SEPTEMBER 6, 2023

The new rules require private funds to issue quarterly fee and performance reports, and to disclose certain fee structures while barring giving some investors preferential treatment over redemptions and portfolio exposure. After all, if all hedge fund and PE operational, structural and governance problems went away (.and

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64