NorthEdge invests in edtech Pebblepad
Private Equity Wire
OCTOBER 30, 2024
PebblePad was advised by Bishopsgate (Corporate Finance), Gateley (Legal), Claritas (Tax), and Crosslake (Technology).
MainePERS makes $200m alternatives commitment
Private Equity Wire
NOVEMBER 19, 2024
The Maine Public Employees Retirement System (MainePERS), based in Augusta, has approved two alternative investment commitments totalling up to $200m, according to a report by Pensions & Investments Online citing James Bennett, the Chief Investment Officer of the $20.2bn pension fund.
Due Diligence 
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Should You Buy XRP and Hold Through 2024 and Beyond?
The Motley Fool
SEPTEMBER 15, 2024
A more favorable legal and regulatory outlook Most importantly, the worst of XRP's legal and regulatory issues may be in the rearview mirror. This legal and regulatory overhang was the primary factor that hurt the XRP's value during the past few years. There are three reasons XRP could turn things around by the end of this year.
Should You Buy the Dip on These 3 Cryptocurrencies Before They Soar in Value?
The Motley Fool
JUNE 6, 2024
But there's still room for optimism because Ripple , the company that created XRP, could be close to winding up its epic legal battle with the SEC. Recent developments appear to be shifting the legal and regulatory landscape in favor of crypto. And that dramatically boosts the odds that Ripple can win its SEC legal case.
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Pharma Giants Combine Forces to Fight New M&A Rules
The Motley Fool
OCTOBER 4, 2023
The DoJ unveiled a new policy on Wednesday that shields companies from legal action if they disclose misconduct committed by a business they are buying. Brian Boyle
How to Do Due Diligence When Buying a Business
Hedgestone
JUNE 28, 2023
One of the most crucial steps in the process is performing due diligence. Due diligence is an investigation into the business you’re considering buying to ensure that it’s a viable investment opportunity. Step 4: Evaluate the Market Evaluating the market is another critical step in due diligence.
Demystifying Due Diligence: An Insider’s Guide to this Important Process
Diamond Consultants
FEBRUARY 8, 2023
Strategic due diligence. And in the case of due diligence, it’s a process that gets your business where you want it to be. And since tips on air travel and doctor’s visits are beyond the scope of this publication, we’ll focus on what I do know—specifically, strategic due diligence. Going to the doctor.
Taking Due Diligence Beyond Exploration: 6 Important Considerations
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?
Keeping decarbonisation on track: Infranity’s investment in European rail
Private Equity Wire
MARCH 27, 2025
Due diligence The business case quickly became clear, with Le Melinaidre noting there was little need for advisors to be convinced of the market demand or the potential to remarket the locomotives. Still, during due diligence, Infranity had other factors to consider regarding the acquisition’s long-term viability.
Phoenix backs managed security service provider Cybanetix
Private Equity Wire
AUGUST 30, 2024
Phoenix was advised by Houlihan Lokey (Corporate Finance), Addleshaw Goddard (Legal), EY (Tax & Financial Due Diligence), Altman Solon (Commercial Due Diligence), Mactavish (Insurance Due Diligence) and Corporate Balance (ESG Due Diligence). Cybanetix was advised by BCLP.
Bridgepoint to acquire RoC Skincare
Private Equity Wire
JANUARY 23, 2024
Bridgepoint was advised by Jefferies (M&A Advisor), Latham & Watkins (Legal Advisor), BCG (Commercial), EY (Financial and Tax Due Diligence), ERM (ESG Due Diligence) and Marsh (Insurance Due Diligence).
Understanding Sell-Side Advisory Services for Small Businesses
Axial
JANUARY 10, 2025
Selling a business is a complex process that demands expertise in areas like financial analysis, marketing, and legal considerations. Preparing for Due Diligence Sell-side advisory services help you prepare for due diligence. Once executed, you’re officially in the due diligence phase.
Three Weeks to Money: How long a seed investment should really take
This is going to be BIG.
OCTOBER 7, 2013
Great, so now that everyone has met you, you need to do due diligence, right? Great, you get your due diligence back and you either make a decision right then and there or you wait to the following Monday partner meeting. It was as mandatory as you could make a meeting and we took it really seriously.
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Astorg makes Sofico investment
Private Equity Wire
NOVEMBER 24, 2023
Astorg was advised by Kumulus Partners (lead M&A), CVA (Commercial Due Diligence), EY (Finance and Tax Due Diligence), Baker McKenzie (Corporate Legal), Crosslake (Tech Diligence), ERM (ESG Diligence) and Marsh (Insurance Diligence).
Adenia Partners acquires The Courier Guy
Private Equity Wire
MARCH 1, 2024
Advisors included PWC for financial and tax due diligence, Webber Wentzel for legal guidance and EY for ESG due diligence. The Courier Guy works with a network of delivery partners, kiosks and over 1,200 pick-up and drop-off smart lockers across South Africa. Debt financing for the transaction was provided by RMB.
Soho Square exits Assured Data protection with sale to Oakley
Private Equity Wire
OCTOBER 7, 2024
Shareholders were advised by Hogan Lovells (James Cross – legal), EY (Matt Eves – corporate finance), Grant Thornton (Michael Gilmore – tax), Stax (Florent Jarry – commercial due diligence), KPMG (Mark Alcroft – financial due diligence).
Private equity firm Endless acquires ASCO Group Ltd
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).
Gryphon Investors completes RoC Skincare sale to Bridgepoint
Private Equity Wire
FEBRUARY 29, 2024
RoC was advised by Raymond James for M&A, Kirkland & Ellis for legal and PWC for financial and tax due diligence. Since Gryphon’s initial investment in 2019, RoC has experienced significant organic growth, broadened its distribution footprint in the US and internationally, and expanded its product portfolio.
Omnes Capital, a $5.2bn green energy private equity firm is the financial backing for Hawthorne Renewables $250M investment in Solar Projects Across the United States
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.”
Main Street Capital (MAIN) Q3 2024 Earnings Call Transcript
The Motley Fool
NOVEMBER 8, 2024
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.
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The Person I Sold My Property to Couldn't Close on Time. Here's What We Did
The Motley Fool
JULY 29, 2023
Because they had originally agreed to a quick closing, we had allowed them to make the sale contingent on the land being suitable for their building purposes -- and they had the entire time until close as their due diligence period. This way, they would be legally bound to follow through on the contract.
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Hyperion launches Ranger Fire & Security following Ignis and Amerex acquisitions
Private Equity Wire
FEBRUARY 21, 2024
Ranger was advised by Cortus for financial and tax due diligence, RSM for tax structuring and Gateley Legal for legal support.
Forget Dogecoin: Here Are 3 Budget-Priced Cryptos With Significantly More Upside Potential
The Motley Fool
SEPTEMBER 5, 2024
This crypto token could easily double in value after its legal case with the SEC wrapped up during the summer. Caveats for investors The big caveat here is that you need to do a lot of due diligence any time a coin is trading for less than $1. Let's take a closer look. That's exactly the case for Dogecoin, XRP, and Cardano.
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Sell-Side Quality of Earnings & The Benefits For Business Owners
Axial
DECEMBER 19, 2023
If an issue surfaces, the seller can take time to correct the problem before going to market, or at least disclose it during due diligence. A sell-side QofE can also help expedite due diligence. When a seller undergoes a QofE, many of the documents and supporting data required also apply to a buyer’s diligence process.
PE shop Rosemont stakes $4.5bn New York multi-family office
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. DLA Piper served as Landmark’s legal advisor in the transaction, while Cozen O’Connor represented Rosemont. Trip Samson said he and Allyson have sold about 18.5%
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Deal sourcing guide for venture capital 2025: Best practices for today’s marketP
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. But AI can streamline tasks like legal documentation, helping us focus on people and strategy.
Buying Your First Home in 2024? Here Are 18 Mortgage Terms You Need to Know
The Motley Fool
MARCH 12, 2024
Home inspection When you sign a purchase contract, you'll typically have a certain number of days to do whatever due diligence you deem necessary. Your payment might also include homeowners association (HOA) dues or other fees. Title insurance When you buy a home, the seller transfers legal ownership (title) to you.
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Cogency Global Acquires Tax Guard
FinSMEs
SEPTEMBER 19, 2023
a New York-based global provider of corporate compliance and transactional legal support services, acquired Tax Guard, LLC, a Colorado-based tax risk due diligence and monitoring services provider, from Falfurrias Capital Partners. Cogency Global Inc., Terms of the transaction were not disclosed.
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Apple's Stock Price Just Exploded. Time to Buy?
The Motley Fool
JUNE 14, 2024
Market dominance will inevitably attract regulatory scrutiny, and surely Apple is sufficiently capitalized to absorb the legal costs of doing business. As Apple pays the unavoidable price for its smartphone market juggernaut status, investors can respond with awareness, appropriate due diligence, and position-size moderation.
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3 Electric Vehicle (EV) Stocks That Could Go Parabolic
The Motley Fool
SEPTEMBER 20, 2024
A bit of due diligence on QuantumScape raises a red flag. Founder Trevor Milton brought legal trouble to the table as well but is no longer involved with the company. Perhaps most notably, QuantumScape's solid-state batteries offer markedly more driving range on a single charge. That is, it hasn't yet reported any revenue.
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Lessons from the first year of SFDR reporting
Private Equity Wire
SEPTEMBER 28, 2023
It’s not a deal breaker, but it did mean we had to change our processes, spend more legal time and resources, and educate investors all over again about what the changes meant,” says Emilie Huyghues Despointes, ESG Officer at MV Credit. Smaller organisations are feeling the impact.
Phoenix invests in IT services provider Nostra Technologies
Private Equity Wire
AUGUST 24, 2023
Phoenix was advised by Clearwater International (corporate finance & debt advisory), Addleshaw Goddard (legal), OC&C (commercial due diligence) and EY (financial & tax due diligence). Nostra was advised by EY (corporate finance, financial & tax due diligence) and McCann Fitzgerald (legal).
Combining the best of human and artificial intelligence to power data possibilities
Private Equity Wire
APRIL 23, 2024
She was also the Advisory Board member for multiple leading partnerships where she led the due diligence, legal negotiations, and post-investment account management. Jessie holds a BS degree from the Leonard Stern School of Business from New York University.
How can I be sure my financial advisor isn’t going to steal my money?
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. Please conduct your own due diligence and come to your own decision. Also, nothing in this podcast or blog can be interpreted as legal or compliance advice.
Do I Need a Lawyer to Sell My Business
Hedgestone
JULY 5, 2023
While it is possible to sell a business without a lawyer, there are many legal considerations to keep in mind, and having a trusted legal professional by your side can make the process smoother and less stressful. Managing Due Diligence Buyers will conduct due diligence on your business to ensure that they are making a wise investment.
How to Buy a Million Dollar Business
Hedgestone
JUNE 12, 2023
Unlike starting a business from scratch, buying an existing business requires careful due diligence to ensure that the company you’re purchasing is a good investment. Due Diligence for a Million Dollar Business Due diligence is a critical step in the process of buying a million dollar business.
How to Buy a Distressed Business
Hedgestone
JULY 6, 2023
Therefore, before you start your search, it’s important to conduct thorough due diligence to ensure you’re not wasting your time and money. Conducting Due Diligence Once you’ve found a distressed business that you’re interested in, the next step is to conduct due diligence.
How to Sell my Amazon Business
Hedgestone
JULY 10, 2023
Due Diligence The buyer will want to conduct due diligence on your business before closing the deal. Negotiating the Purchase Agreement Once due diligence is complete, you need to negotiate the purchase agreement. We can also help you address any issues that may arise during the due diligence process.
12 Things Not to Do In M&A: A Business Owner’s Guide on How to Approach the M&A Process
Axial
JANUARY 18, 2024
Prepare for due diligence. Be ready for due diligence, which means organizing your financials as much as your legal documents. To dive deeper into sell-side due diligence, check out the two resources below. A fast, smooth deal process increases the odds of a successful outcome.
How to Buy a Business with Seller Financing
Hedgestone
JUNE 24, 2023
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. Additionally, the seller may not have the legal right to take back the business if the buyer defaults on the loan.
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How to Buy a Lawn Care Business
Hedgestone
JULY 1, 2023
Step 3: Conduct Due Diligence Once you’ve identified a business that you’re interested in acquiring, it’s time to conduct due diligence. Legal issues: Check for any pending or past legal issues, such as lawsuits or regulatory violations.
CapVest to buy enterprise resource planning SaaS provider KCS
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).
Who Is a Business Broker
Hedgestone
JUNE 5, 2023
Business brokers can assist with a variety of tasks, such as business valuation, marketing, negotiations, due diligence, and closing. Due Diligence Before a business transaction can be completed, due diligence must be performed. How Can a Business Broker Help You?
Rcapital acquires UK-based Temple Lifts from Hitachi
Private Equity Wire
JULY 26, 2023
Rcapital was advised by Browne Jacobson LLP (legal), RJP LLP (tax), Bespoke M&A (due diligence) and PHD Property Advisory (property). Like this article? Sign up to our free newsletter Author Profile Related Topics Deals Intelligence
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