Tag Archive: "#cla #clapromise #privateequity #privatecapital #blog"
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Opportunity Amid Uncertainty
Our Deal Services team has been busy in 2023 helping clients invest, prepare for owner transition/exit and raising capital. As we look ahead to the second half of 2023, our view is that the M&A market is full of opportunity for buyers and sellers alike. Interest rates may be near their apex, the US debt […]
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Insights from the 2023 Private Equity Half-Time Huddle
Despite ongoing global challenges, the private equity landscape has shown resilience and adaptability.
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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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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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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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Unlocking the Potential of Digital to Create and Enable Value
Unlocking the Potential of Digital for value and value enabled creation
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2022 and Beyond Critical Tax Planning Ideas
Happy holidays, everyone! The following are just a few year-end strategies that could yield significant tax benefits for 2022 and beyond. Roth IRA conversions Many retirement account values decrease in 2022, presenting an opportunity for taxpayers to consider converting their traditional IRA to a Roth IRA. When a traditional IRA is converted to a Roth […]
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CLA sees Active Q3 M&A despite slowing volumes
At CLA we can help companies that are buying, selling, transitioning or raising capital. When you think about from CLA’s Deal Services solutions we can help our clients with all of this. So, we are not surprised to see continued M&A activity in 2022. With that being said, I do read the paper and would […]
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Perspectives on Carried Interest
By: Molly Jones, CPA The past decade has seen a tumultuous amount of changes in the tax law. It should continue to be noted that prior to the Tax Cuts and Jobs Act of 2017, the last major overhaul of the tax code was in 1986. Thus, tax professionals have spent nearly 30 years navigating […]
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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 […]