Private Equity Insights

AUGUST 14, 2023

” Advisors for the vendors were Piper Sandler (Corporate Finance); Ashurst (Legal); and Deloitte (Financial and Tax Due Diligence). Management was advised by Burness Paull (Legal). Endless were advised by Walker Morris (Legal); KPMG (Tax); Lodestone (Political); Jacksonbreen (IT); and PwC (Debt).

Private Equity Firms 130

Private Equity Firms Private Equity Firms Due Diligence Legal 130

Private Equity Wire

MARCH 1, 2024

The acquisition marks the second investment of Adenia’s fifth flagship fund, Adenia V. Advisors included PWC for financial and tax due diligence, Webber Wentzel for legal guidance and EY for ESG due diligence. Financial terms of the transaction have not been disclosed.

Due Diligence 98

Due Diligence Private Equity Firms Private Equity Firms Legal 98

Private Equity Wire

FEBRUARY 29, 2024

Middle market private equity firm Gryphon Investors (Gryphon) has completed the sale of RoC Skincare (RoC) to Bridgepoint Europe VII, a fund focused on investing in mid-market growth businesses. RoC was advised by Raymond James for M&A, Kirkland & Ellis for legal and PWC for financial and tax due diligence.

Due Diligence 98

Due Diligence Private Equity Firms Private Equity Firms Investors 98

Private Equity Insights

JUNE 29, 2023

followed by extensive third-party legal and technical due diligence on the Sulus Solar platform,” said Justin Brown, co-founder and co-chief executive of Power Capital. . “The Hawthorne Renewables team is well positioned to achieve our target of 2GW of operational solar assets in the next five to seven years.”

Private Equity Firms 130

Private Equity Firms Private Equity Firms Due Diligence Capital 130

Private Equity Wire

MARCH 14, 2025

According to data from Pitchbook and Affinity’s annual predictions survey, more than a third of nearly 300 respondents identified due diligence criteria as a major factor impacting deal flow. With a 76% increase in the number of funds in operation from 2015 to 2023, the pressure to identify and close deals has never been higher.

Best Practices 45

Best Practices Venture Capital Capital Deal Flow 45

Private Equity Wire

FEBRUARY 21, 2024

Hyperion Equity Partners, a mid-market private equity firm specialising in buy-and-build strategies, has launched Ranger Fire & Security with funding from alternative lender ThinCats, following its acquisition of two UK fire and security businesses, Ignis Fire Protection and Amerex Fire International.

Due Diligence 75

Due Diligence Private Equity Firms Private Equity Firms Legal 75

Private Equity Insights

JUNE 28, 2023

The three-person leadership team will be led by co-managing partner Danny Graham, a manager research and due diligence head who left Bear Sterns & Co. Clearstead was one of the last RIAs Rosemont held through its fund structure – its final active fund is expected to expire in 2025. read more H.I.G.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Due Diligence 130

Private Equity Wire

APRIL 23, 2024

Quantium is a private markets specialised, cloud-based software provider with a suite of modern, integrated solutions across portfolio management, fund reporting, business intelligence and investor relations. D escribe your firm’s service offering and what makes it special. How are you preparing for the above?

Best Practices 97

Best Practices Due Diligence Debt Legal 97

Private Equity Wire

SEPTEMBER 28, 2023

Ambiguous to begin with, SFDR stipulations have been updated periodically, keeping fund managers perpetually in ‘catchup’ mode. “We spent a long time building out our compliance processes, and within three months of finalising, the regulator had announced a new template.

Due Diligence 98

Due Diligence Legal Education Assets 98

Sara Grillo

APRIL 19, 2024

I’m not a lawyer – so please don’t interpret anything I say here as legal advice. Do your own diligence when you are seeking financial advice. An advisor can not redirect funds from a client’s account to an account that the client did not authorize funds to be directed to. Don’t be fooled!

Due Diligence 97

Due Diligence Legal Accounting Education 97

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. The process is intense and involves business and market analysis, creating legal documents, preparing marketing materials, and negotiations. This phase helps you verify your readiness to sell.

Due Diligence 97

Due Diligence Mergers and Acquisitions Consulting Consultants 97

Private Equity Wire

JULY 14, 2023

CapVest was advised by Evercore (financial advisor), Willkie Farr & Gallagher LLP (legal), Kirkland & Ellis (financing), KPMG (financial and tax), EY-Parthenon (commercial), West Monroe (technical due diligence) and Marsh (insurance).

Due Diligence 52

Due Diligence Legal Taxes Finance 52

Private Equity Wire

SEPTEMBER 6, 2023

Cibus Capital sells Innoliva to Fiera Comox Submitted 06/09/2023 - 11:16am Cibus Capital's (Cibus) Cibus Fund I has signed a share purchase agreement to sell the Iberian extra virgin olive oil producer and processor, the Innoliva Group (Innoliva), to the global private asset manager, Fiera Comox Partners (Fiera Comox). Like this article?

Due Diligence 52

Due Diligence Capital Legal Asset Management 52

Hedgestone

JUNE 24, 2023

This type of financing can be a great option for those who are looking to acquire a business but don’t have all the funds upfront. This can be especially challenging if the seller has already received a portion of the purchase price, as they may have to take legal action to recoup their losses.

Finance 52

Finance Financing Due Diligence Mergers and Acquisitions 52

Private Equity Wire

FEBRUARY 29, 2024

Ahead of the Private Equity Wire US Emerging Managers Summit , Joe Briggs, Founder & Managing Partner at Briggs Capital Formation, provides insight for new and emerging managers on the topic of deal-by-deal structures and what to look out for ahead of raising a fund.

Due Diligence 97

Due Diligence Prospects Capital Funds 97

Axial

AUGUST 23, 2024

You must plan the transition, understand your business’s value, create compelling marketing materials, and identify the right buyers to advance to the due diligence stage. This preparation will allow you to confidently address any questions buyers may have during due diligence.

Due Diligence 52

Due Diligence Legal Mergers and Acquisitions Prospects 52

Hedgestone

JUNE 19, 2023

However, it’s important to do your due diligence to ensure you are making a smart investment. Step 4: Secure Financing If you don’t have the funds to purchase the nail salon business outright, you will need to secure financing. You can apply for a small business loan from a bank or other financial institution.

Due Diligence 52

Due Diligence Mergers and Acquisitions Consulting Consultants 52

Hedgestone

JULY 10, 2023

It allows business owners to have limited liability for the company’s debts and legal obligations while also enjoying the flexibility of a partnership. Conducting Due Diligence Once you have identified an LLC business to purchase, the next step is to conduct due diligence.

Due Diligence 40

Due Diligence Mergers and Acquisitions Legal Liabilities 40

Pension Pulse

SEPTEMBER 6, 2023

Major funds including Aware Super and Hostplus were investors. Through our supervision activities, APRA has continued to address these issues with RSE licensees since the conclusion of the review," APRA said in a release that did not name any funds. The rules also require funds to perform annual audits.

Hedge Funds 64

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

Hedgestone

JULY 10, 2023

Keep in mind that buyers will conduct their due diligence and scrutinize every aspect of your business. You can also ask them to provide proof of funds or a pre-qualification letter from a lender. Drafting the Purchase Agreement The purchase agreement is a legal document that outlines the terms and conditions of the sale.

Due Diligence 52

Due Diligence Legal Liabilities Mergers and Acquisitions 52

Hedgestone

JULY 11, 2023

In this article, we’ll guide you through the process of buying someone out of a business, including the legal, financial, and practical aspects. Conduct due diligence: Before finalizing the deal, you’ll need to conduct due diligence on the business to ensure that there are no hidden liabilities or other issues.

Due Diligence 40

Due Diligence Buyout Legal Liabilities 40

Pension Pulse

OCTOBER 23, 2024

The pension fund is looking to offload between $3 billion and $4 billion as it seeks to cut exposure to higher-yielding opportunistic credit and invest more in mainstream direct lending, said the people, who asked not to be identified discussing private matters. Oaktree Capital Management and Värde Partners, according to public filings.

Funds 59

Funds Stakes Due Diligence Assets 59

The Motley Fool

AUGUST 9, 2024

Each of which were funded by follow-on debt investments by Main Street for a total of over $36 million of incremental debt investments in these portfolio companies. Both of which would become effective upon a listing of the fund's shares. We've also continued to produce positive results in our asset management business.

Capital 130

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

Hedgestone

JULY 10, 2023

Conducting Due Diligence Due diligence is the process of investigating a business before making a purchase. It’s important to conduct thorough due diligence to ensure that the business you’re interested in is a good investment.

Due Diligence 40

Due Diligence Finance Financing Consultants 40

Axial

FEBRUARY 13, 2025

Broken Executed LOIs By Reason – Select Broken Executed LOIs Buyer Type Industry Reason Anecdote Private Equity Healthcare Services Non-QoE Diligence Finding The deal died when legal and regulatory issues were uncovered during diligence became worse. 154 Search Fund $14,486,406 $2,735,874 4.86 Revenue Avg.

Due Diligence 52

Due Diligence Mergers and Acquisitions Exit Strategy Finance 52

Axial

DECEMBER 16, 2024

Your “true number” is shaped by your reasons for selling, the funds needed to sustain your lifestyle post-sale, your vision for the business’s future without you, and your ideal timeline. This will allow you to confidently address any questions buyers may have during due diligence.

Due Diligence 40

Due Diligence Legal Mergers and Acquisitions Accounting 40

The Motley Fool

AUGUST 3, 2023

We're now licensed and operating in 42 states, and success lending has actually tripled, funded units and loan volume Q2 of 2023 over the same period last year. 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.

Due Diligence 189

Due Diligence Legal Debt Education 189

Pension Pulse

JULY 3, 2024

Unlike other Maple Eight investors, AIMCo’s client funds decide their own asset allocation and most of them have reached their target in private markets. The board has oversight of the risk parameters of every underlying product, and review and set the appetite for risk tolerance and the total fund risk budget. AI is just one example.

Portfolios 59

Portfolios Due Diligence Pension Funds Debt 59

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. Hedge Funds Hedge funds are alternative investment vehicles that employ a diverse range of investment strategies and techniques to generate returns.

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. Hedge Funds Hedge funds are alternative investment vehicles that employ a diverse range of investment strategies and techniques to generate returns.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Udu

MAY 24, 2023

According to Bain & Company, global funds raised across the full private capital spectrum hit $1.2 Leveraged Buyout (LBO) An LBO transaction is an acquisition funded using a significant amount of debt where assets from both parties are used as collateral. In fact, private equity fundraising has seen a substantial rise.

Due Diligence 40

Due Diligence Best Practices Leveraged Buyouts Collateral 40

The Private Equiteer

SEPTEMBER 20, 2022

This is the course that many reputable investment banks (Goldman Sachs, Evercore, JP Morgan, Morgan Stanley) and mega funds (KKR, Bain Capital, Carlyle) choose to train their new hires which speaks to the quality. The authors clearly have real world experience and keep the fluff to a minimum.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Investment Banks 52

Axial

JANUARY 30, 2024

Together, Bridgepoint principals have more than 360 years of investment banking experience, allowing us to provide our clients with Wall Street-quality experience and deep national and international funding and buyer connectivity. Securities-related services offered through M&A Securities Group, Inc.

Investment Banking 105

Investment Banking Investment Banks Banks Mergers and Acquisitions 105

SuperAngel.Fund

MARCH 24, 2023

Unlike the syndicate, the fund is my primary investment vehicle and provides diversified exposure to every company SuperAngel invests in, one of the most important attributes of a successful early stage portfolio. Click here to request more information on the fund or here to view my deck. Request information on SuperAngel.Fund.

Angel Investors 59

Angel Investors Due Diligence Legal Deal Flow 59

Fortune Financial

MAY 4, 2023

Yet, it’s important to do due diligence and carefully research each investment opportunity before making any decisions. These firms provide funding to startups with promising technology and business models, often in exchange for equity in the company. Please consult with a qualified professional for this type of advice.

Due Diligence 52

Due Diligence Investing Crowdfunding Startups 52

The Motley Fool

FEBRUARY 28, 2024

Another example, DLA Piper, a global law firm pioneering technology innovation in the legal sector, worked with C3 AI to create a first-of-kind generative AI application to streamline the analysis of complex legal agreements. And by the way, of all the submissions to the -- to -- to this board, San Mateo County submission ranked No.1,

Liabilities 130

Liabilities Due Diligence Professional Services Legal 130

Pension Pulse

MAY 17, 2023

The 77-year-old billionaire told the Financial Times that big asset managers had competed aggressively to lend to the largest private equity groups as money poured into their coffers in 2020 and 2021, raising questions over the due diligence the funds conducted when they agreed to provide multibillion-dollar loans.

Debt 52

Debt Pension Funds Banks Due Diligence 52