PCE

FEBRUARY 19, 2025

Carried interest (or carry) is a way of rewarding professional investment managers with a share of an investments anticipated profits. However your fund is structured, the importance of proper valuation and allocation cannot be overstated, as an improperly done appraisal can cause you millions in unanticipated tax liabilities.

Valuation 52

Valuation Private Equity DCF Investment Manager 52

PCE

NOVEMBER 15, 2023

In the complex world of modern finance, the importance of portfolio valuations cannot be overstated. These valuations are crucial for fund and investment managers, as transparency and consistency is important for individual investors, large institutions and other stakeholders.

Risk Management 52

Risk Management Valuation Portfolio Management 52

Global Newswire by Notified: M&A

SEPTEMBER 3, 2024

(Galibier), a Toronto, Canada-based investment management firm. The addition of Galibier increases Guardian’s assets under management by approximately C$1 billion and adds a team of high-quality, experienced investment professionals focused on fundamental equity research and valuation.

Capital 40

Capital Management Acquisitions IT 40

Accenture Capital Markets

SEPTEMBER 5, 2023

The traditional RPA approach used by large financial services players usually doesn’t easily work in institutional investing. This is mostly because a large share of the total spend is related to front-office costs that RPA does not address, such as staff compensation, investment management fees and deal costs.

Investors 94

Investors Financial Services Insurance Investment 94

OfficeHours

MAY 24, 2023

Building a Strong Understanding of Financial Concepts In order to pass the interview process, it is important to develop a solid understanding of financial concepts, including financial analysis, valuation techniques, financial modeling, and corporate finance.

Investment 147

Investment Investment Banking Finance Finance 147

Wall Street Mojo

JANUARY 17, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Accountant 98

Accountant Finance Finance Profitability 98

Growth Business

AUGUST 3, 2023

I would always encourage a founder to come out of their comfort zone, and even pitch to investors before they’re ready,” said Adam Beveridge, investment manager at SFC Capital. Cash from a previous exit Serial entrepreneurs – in the unlikely event they’re reading this article – can use money from a previous investment too.

Funds 52

Funds Investors Investment Business 52