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10-20-2023 Newsletter: Why PE Investors Care About Inflation

OfficeHours

For example, if a private equity firm invested $100M into a portfolio company with a 20% expected rate of return, this return would not actually be 20% if the calculations were not adjusted for inflation. OfficeHours Headhunter 101 Doc 10-15 Headhunters control the process…download our 101 Doc to learn more about them!

Investors 130
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10-23-2023 Newsletter: Why Take-Private Dealmaking Remains Attractive for PE Investors

OfficeHours

Even in 2022, when take-private deals hit a new record, they only accounted for 37% of the total value of transactions. OfficeHours Headhunter 101 Doc 10-15 Headhunters control the process…download our 101 Doc to learn more about them!

Investors 130
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May 2023

M&A Leadership Council

Every session provides essential learnings, processes, and best practices necessary to drive strategic growth through MA&D and for building a more robust and repeatable M&A capability within your organization’s business portfolio. Online Platform: Our events are held on the Zoom platform.

M&A 52
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2022 Fourth Quarter Review & Commentary

FineMark

The two-front assault faced by traditional 60% equity and 40% fixed income (60/40) portfolios in 2022 was one of the most severe on record, and the worst seen in many years. As a result, this normally stabilizing counterbalance, instead contributed to additional portfolio losses.

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2023 Third Quarter Review & Commentary

FineMark

Rather than trying to predict the future, we prefer to construct solid portfolios, focus on longer-term investable themes, and identify third-party manager talent with demonstrable (and persistent) alpha-generation ability. To secure that higher income for the future, we’ve begun to extend portfolio duration.

S&P 52
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How the Digital Transformation Drives M&A Activity in Manufacturing

Software Equity Group

However, private equity buyers have surged forward over the past two years, accounting for 54% in 2022 and 63% in 2023. Also, in 2023, QAD, already a leader in the industrial software space with various ERP, SCM, and CRM offerings, expanded its portfolio to include workforce management and collaboration SaaS with the purchase of Redzone.

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Ophthalmology – 2024 Update: Entering a Mature Stage

Focus Investment Banking

We believe over 400 total transactions have occurred, though it is difficult to account for all activity. Exits” – where private equity firms sell a PPM company from their portfolio – have also been very limited. Download the article. A third group (e.g., We also see them being aggressive about acquisitions.