Private Capital
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Private Equity Firms Embrace the Trend of ESG Investing
Environmental, Social, and Governance (ESG) factors have become increasingly important in the investment world. Private equity firms, in particular, have taken notice of the growing demand from investors for ESG-focused investments. In this blog, we will explore the trend in private equity firms’ consideration of ESG factors in their investment decisions. What is ESG? ESG […]
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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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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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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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Preparing for Success: Tips for Achieving First Year Audit Readiness of Portfolio Company
In the year, your company went through a transaction which requires an Audit. The team is tired from the due diligence and the new cadence. What can you do to make sure the first year audit goes smoothly. How we can help CLA professionals help organizations of all sizes in all industries assess and prepare […]
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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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Back to Basics – Exploring the World of Private Equity
Author: Bobby Dormanesh Private equity is a type of investment in which a private equity firm raises money from investors, typically institutional and accredited investors, to purchase ownership stakes in privately held companies. The goal of private equity firms is to buy companies, improve their operations, and then sell them for a profit. The private […]
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Evolution of Quality of Earnings
Quality of earnings (QoE) is a term that refers to the overall health and sustainability of a company’s earnings. It is typically evaluated as part of the due diligence process in a merger or acquisition (M&A) transaction, but is distinct from due diligence itself. Due diligence is the process of thoroughly evaluating a company’s financial, […]