Private Capital
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Unleashing Opportunities – Highlights from ACG’s Northwest Middle Market Growth Conference
By: Franklin Vazquez This year Seattle welcomed back the 2022 edition of Northwest Middle Market Growth Conference. The conference was designed not only to provide growth opportunities to middle market business in the Northwest but also to re-connect professionals and enhance relationships. The conference kicked off with networking opportunities and was followed by a market […]
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Kickstart your Data Strategy at your portfolio company
Data has enormous value and exciting potential. You know this. What’s not clear is what your data could do, or how you turn a mountain of information into something informative and actionable. If, like everyone else, you think it is time to put your data to work, a phase zero assessment from CLA is the […]
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New Lease Standards impacting Portfolio Companies
1. Do I have to apply this standard if I report my financial statements on a tax basis of accounting or any other special purpose framework? Entities who report under a special purpose framework are not required to comply with the requirements in Topic 842 unless the framework dictates this accounting standard should be followed. […]
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Limited Partnership Agreements: Minor variations can have a significant impact on fund administration
By: Jon Haidet Often 60-100 pages and thousands of words, Limited Partnership Agreements (“LPAs”) act as the legally binding agreement between the general partner (“GP”) of an investment fund and its investors, the limited partners (“LPs”). From an administrator’s perspective, LPAs act as a roadmap guiding us on the path through the full fund life […]
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State of Private Equity – June 2022
The current and future state of private equity is complex. At CLA, we see our family and closely held business owners by of the Mega Trend on Wealth Transfer, looking for options. Our private equity clients, having record amounts of dry powder. All in a ever changing and complex Global environment. Our seat at CLA, […]
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The Anatomy of an SPV
By: Bobby Dormanesh The industry is seeing a growing trend in Special Purpose Vehicles (SPVs). SPVs are similar to traditional funds – investment vehicles used to pool money from investors – but a SPV makes an investment in a single portfolio company. Taking it a step further, the investment opportunity is already identified prior to […]
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Managing Sales Tax Compliance
Join us for our webinar on May 25 on how to manage sales tax compliance in this resource-constrained environment. Managing today’s filing requirements for sales and use tax (SUT) comes with its own set of challenges, including personnel shortages and the need to navigate more than 11,000 SUT jurisdictions. Join our complimentary webinar for an […]
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Highlights from ACG InterGrowth 2022
The premier deal making conference in the middle-market made its triumphant return with ACG InterGrowth 2022 emerging bigger and stronger than ever. We were able to customize experiences more than ever which allowed the event to cater to every and anyone conducting business in the middle market. ACG InterGrowth remains the foremost destination for all […]
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Momentum for Construction M&A favorable for 2022
By: Jeff Servais 2021 was a great year for construction sector M&A. Passage of the IIJA will mean a significant increase in highway and street funding, which will support continued M&A activity. While the infrastructure bill presents many opportunities, we are also faced with the reality that we don’t have enough skilled laborers needed for […]
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The Art of Ownership Transition
Author: Jeff Servais In the life of a business, ownership transition is inevitable. Whether selling to private equity or to the next generation of your family, someone else at some point in time will own your company. Most owners don’t realize how this process, often highly emotional, balances a complex set of considerations necessary to […]