Fund Services
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DealMax 2023: Key Insights and Highlights from the Premier Private Equity Conference
The 2023 Association of Corporate Growths DealMax took place in Las Vegas from May 8 -10. The event brought together over 1,000 private equity and corporate M&A professionals to network, share insights, and explore potential deal opportunities. The conference featured a range of keynote speakers, panels, and breakout sessions covering a variety of topics related […]
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Insights from Milwaukee’s Smartbusiness Dealmakers Conference: Key Takeaways
By: Brady Paschke The Milwaukee Smartbusiness Dealmakers Conference is an annual event that brings together professionals from different industries to discuss trends, challenges, and opportunities in mergers and acquisitions. This year’s conference featured a range of speakers across seven various sessions who shared valuable insights and strategies on how to maximize sell-side transactions, grow businesses […]
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Eat That Frog: A Comprehensive Guide to Productivity and Time Management
Eat That Frog! is a book written by Brian Tracy, a well-known self-help author and motivational speaker. The book is all about productivity and time management, with a focus on the idea of tackling your most important and difficult tasks first thing in the morning, before anything else. Here are some of the key lessons […]
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Venture Debt: The Rising Interest in Alternative Financing for Startups
By: Bobby Dormanesh The tailwinds from the Global Financial Crisis of low interest rates, available credit, and rising valuations are shifting. Private debt is gaining popularity as the pendulum begins to swing in a different direction. Regardless of the type of asset, private markets have continuously outperformed public markets. What is happening in private debt? […]
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Everything Bigger in Texas, even ACG
By: Chris Parker The ACG (Association for Corporate Growth) 2023 Texas Capital Connection is the largest annual private equity and investment banking event in Texas. This event brings together hundreds of private equity and investment banking professionals, corporate executives, and service providers to discuss the latest trends in the industry and to network with each […]
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SEC Proposes Enhanced Safeguarding Rule for RIAs
By: Bobby Dormanesh On February 15, 2023, the SEC proposed rule changes for registered investment advisers (LINK). Specifically, the changes seek to enhance protections of customer assets managed by registered investment advisers. If adopted, it would amend certain provisions of the custody rule under the 1940 Act, replacing it with the Safeguarding Rule. Current rule: […]
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Reflecting on the best moments of the ACG San Diego CapCon23
By: Paul Bisceglia The ACG San Diego CapCon23 event was an incredible success, bringing together a diverse group of professionals and entrepreneurs from all over the country to share their experiences and insights on the latest trends in in the M&A space. The conference, held at the Omni Hotel in downtown San Diego, where over […]
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Maximizing Returns and Value Creation: The Importance of Tax Planning in Private Equity
As the private equity industry has grown and become more complex, so too have the tax compliance requirements for private equity firms. In recent years, there have been several trends in private equity tax compliance that have emerged, as firms seek to navigate the ever-changing tax landscape. One trend that has emerged in recent years […]
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Unlocking Value Creation: Strategies for Achieving Maximum Impact
Creating value after buying a business is an important part of the acquisition process. It is essential to ensure that the business is able to generate a return on investment and become a profitable venture. There are a number of ways to create value after buying a business, including improving operational efficiency, increasing customer satisfaction, […]
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Setting the Agenda for the SEC in 2023: Prioritizing Innovation and Growth
By: Bobby Dormanesh On February 7, 2023, the SEC’s Division of Examinations announced its 2023 priorities (LINK). Examination priorities are published annually and provides insight into what the Division considers are potential risk to investors. The following are key issues highlighted in the Divisions 2023 priorities: Ultimately, the SEC is looking to enhance investor protection […]