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Private Equity Value Creation: Equally Viable Alternative to PE Deal Teams?

Mergers and Inquisitions

Private equity value creation came on my radar a few years ago when I noticed something: Even though traditional PE deal roles were not doing well, “operational” or “value creation” teams still seemed to be recruiting. What Does the Private Equity Value Creation Team Do in Real Life? Why is PE Value Creation Suddenly “Hot”?

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Convertible Securities

Wall Street Mojo

Convertible securities combine features of both debt and equity instruments. These securities behave like bonds when there is a drop in the prices of the underlying equity, while they act like a stock when the equity value rises. read more have features of equity as well as debt. #2

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What is an Investment Portfolio?

Peak Frameworks

An investment portfolio is a basket of various types of financial assets owned by an investor. These assets can be in the form of equities (stocks), fixed income (bonds), mutual funds, exchange-traded funds (ETFs), real estate, commodities , and more. It's a tool to manage and diversify risk while seeking returns.

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Business Sale: Prepare to Show Your Financials

IBG

It should come as no surprise, then, that a major focus of most buyers is on the company’s income statement and related financial information. That is especially true when the buyer is a private equity group or other type of “financial” buyer, which is the case in seven out of 10 deals that we have closed over the last several years.

Sale 52
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Digital assets and traditional finance: Can two parallel lanes converge?

The TRADE

Impacts on infrastructure Market infrastructure is being reshaped by digital assets through the introduction of new methodologies for ownership, transferability and transparency. Unlike traditional financial assets, digital assets leverage blockchain technology, enabling peer-to-peer transactions without the need for intermediaries.

Finance 131
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M&A Conundrum: Where Do High Valuations Leave Sellers’ Kids?

PCO M&A Specialists

And there’s no way your kids could come close to matching the price private equity firms and public companies are willing to pay for your business. In a private equity deal, you also could negotiate an opportunity for them to buy into the company, which increases their incentive to make it successful.)

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2022 Fourth Quarter Review & Commentary

FineMark

Unlike many historical bubbles, cryptocurrency is a less institutionally accepted asset class; yet it’s well-owned among individual investors. After three consecutive quarters of simultaneous losses in both equity and fixed income markets, investors received a reprieve during the fourth quarter.