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The major responsibilities of the bank are to ensure the company's financials are ready to be filed with the Securities and Exchange Commission (SEC) and to perform duediligence on the company to help arrive at an appropriate IPO share price. In other words, trying to find buyers who may want to participate in the IPO.
That’s what Shannon and her 30-person team are tasked with managing, from duediligence on individual investment products to the tech platforms that advisors use. How do they balance what’s good for Advisor Group with what’s good for individual advisors at such a massive scale? 450 billion in AUM.
Our team has advised on over $2 billion of successful transactions with private equity firms, highnet-worthindividuals, and public companies. We assist in valuation, transaction structure, marketing the business, leveraging our network of institutional buyers and managing duediligence / legal process to close.
When I read the first draft of the private fund rule, my first reaction was that the SEC must have subpoenaed a few hundred operational duediligence reports written by knowledgeable ODD practitioners across the industry. He began with this post : So what will be the implications of the private fund rule?
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