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Get a Leg Up On 2022
By almost every measure 2021 was a record year in the private equity industry. From fundraising, to investing to exits records were set. Now it is time to put 2021 next to 2020 in our rear view mirror. No better way to do that than have a blog to discuss some critical matters. So, we […]
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After raising a fund what’s next? Own or outsource your Fund Administration needs.
Author: Bobby Dormanesh You were part of a historic year for private equity, which included record deal flow, fund raising, and fund launches. As you get ready to take on 2022, it is important to think about your back-office support of fund administration. Back-office support is a key element to ensuring that you are not […]
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Private Equity Workforce Challenges
Now, that you made the bet, made the investment, what is next? Of course, build, grow the value and make an impact. In order to execute, you need people. Prior to the COVID-19 pandemic, when investors were asked about their biggest concerns, more often than not the top answer was “people.” Finding talented, loyal employees […]
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Quick Year-End Tax Planning Ideas for Private Equity
Numerous news outlets have reported that the Biden Administration continues to seek a path forward for its “Build Back Better” economic stimulus and social spending plan, despite not having the support of key Democratic Senator Joe Manchin. In an evenly divided Senate, the Democrats will need the support of every member of their party in […]
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What should private equity know about the new K-2 and K-3 schedules
In an effort to replace, supplement and clarify the current foreign reporting structure and to increase taxpayer compliance with the international tax provisions of the Internal Revenue Code, the IRS has introduced Schedules K-2, Distributive Share Items – International, and K-3, Share of Income, Deductions, Credits, etc. – International, for partnerships and S corporations for […]
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What will Private Equity do after they invest in your business?
Your team has worked hard to get the M&A deal done and the close is here, opening the door to day one of integration. But have you properly prepared for this day and the days that follow? Being very clear on the impact this transaction will have on all involved is extremely important. While you […]
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Private Equity has offered to buy my business, what should I do?
You own a successful privately held business, and in today’s world can expect to receive a call from a private equity firm telling you that they want to buy your business. The price they offer seems reasonable or even good. What should you do? What questions should you ask? Step 1 – Stop! Make a […]
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Tax changes under the Build Back Better Act could impact private equity
By : Michael De Prima On November 19, the House passed the Build Back Better Act (the Act), which contains a number of tax changes affecting businesses and individuals. The House bill doesn’t include all of the proposals put forth by the Biden administration but still includes several significant changes. The legislation now moves on […]
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How Private Equity Will Respond to the Next Crisis
Private Equity (PE) industry is better prepared for the next crisis than it was a decade ago. With the significant growth in PE we have seen new entrants and established PE becoming bigger more diversified. The industry continues to evolve. The question is how will the industry respond to the next crisis? What has the […]
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Opportunity Zones: What You Need to Know
By: Lucas Whelan Key Takeaways: • Capital gains from carried interest are eligible for Opportunity Zone benefits.• The 10% step-up in basis benefit expires on 12/31/21.• Investors need to invest on or before 12/31/21. M&A activity and valuations are at all-time highs. These two factors have created significant capital gains for fund managers that have […]
