Auxo Advisors

We are excited to host our first Game Day Tailgate! Swing by before, during, or after the game when the #1 Texas Longhorns take on the #5 Georgia Bulldogs in a massive college football showdown! Don't forget to RSVP if you have not done so already.

Our next Auxo Ignite networking event will take place three weeks from today at the 2024 GAIM Ops West Conference in Carlsbad, CA. We're looking forward to a great gathering of operations and compliance professionals from the asset owner and hedge fund industries. If you'd like to reserve a spot, please RSVP directly here... https://lnkd.in/eyyf8GZb

We’re excited to share the third article in our four-part series, “Capturing Growth and Creating Value—in any Environment.” As private equity leaders navigate today's complex economic landscape, understanding effective value creation strategies is more critical than ever. In this latest installment, we explore how firms can drive value amidst uncertainty, focusing on four key areas: - Top-Line Revenue Growth - Operational Efficiency - Harnessing Technology - Human Capital Dive into the article here: https://lnkd.in/eqKEvr42 #ValueCreation #RevenueGrowth #OperationalExcellence #PrivateEquity

We are thrilled to announce that Luke Wilson, Managing Partner, has been appointed as Operating Partner at Conduit Security, a leading technology firm specializing in wire fraud prevention. With Luke's proven track record in advancing strategic plans and transforming organizations, this addition promises to elevate Conduit’s capabilities and enhance its offerings. In this pivotal role, Luke will leverage his 20 years of experience leading business and commercial functions to improve efficiency and ignite sales and marketing initiatives. He’ll advise on the company’s go-to-market strategy and help scale and drive into new markets. Congratulations, Luke and Conduit. To see the full release please visit: https://lnkd.in/gwzZBu2R To learn more about Conduit please visit: https://lnkd.in/gck7m-Fn #OperatingPartner #GoToMarket #ValueCreation #SaaS

We partnered with the Private Equity CFO Association (PECFOA) last week to deliver an insightful webinar on strategies to protect PE firms and their portfolio companies from wire fraud. Former FBI cyber agent and Palantir technologist - and current Conduit Security CEO - Ryan Castle revealed commonly-used tactics, dissected real-world wire fraud case studies, and shared best practices to protect against this all-too-common crime. The 100+ CFOs in attendance at this Auxo Ignite event learned: Half of attendees had some level of experience with wire fraud - $3B in wire fraud losses were reported in 2023 - Actual losses are estimated at $10-20B Victims face reputational and career risk, in addition to monetary loss - Proposed cyber breach notification rules add regulatory risk to this list Insurance typically does not cover this type of crime - Because the funds were “voluntarily” parted with Firms generally have very good people and well-defined processes - But only half of attendees can prove their procedures were followed Best practices every firm should have include: - Separation of duties - Outbound verification calls (no inbound) - Use of known good phone numbers (not taken from the email) - Tech controls / guardrails that ensure procedures are followed - Documented audit trail that proves procedures were followed Workflow automation and audit trail documentation: - Should capture the phone number called, by whom, date, time - Should include a transcript / recording of the call with details - Identify red flags and remedial actions - Are critical for insurance claims and in arbitration - Significantly reduce team member anxiety around executing wires through added transparency and accountability Want to view the full webinar in its entirety? Fill out the form here: https://lnkd.in/gC-ZnMar #auxoignite #privateequity #wirefraud #operationalrisk

We're excited to present the second article in our four-part series, titled "Key Factors for Growth: Creating Sustainable Value in Today's Economic Environment." This installment continues our exploration of value creation strategies for private and portfolio companies as they navigate the complexities of the current economic landscape.   The private markets have experienced profound changes, underscoring the need to continually adapt strategies for sustained value creation and growth. In an era characterized by subdued deal flow, macroeconomic uncertainty, and shifting valuation expectations, grasping the evolving dynamics of value creation is more essential than ever.    The emphasis of these strategies needs to focus on building real, long-term value and understanding how to leverage operational efficiencies, digital transformation, and talent management is crucial.   For a deeper analysis of these trends and their implications for your strategies, read the full article here: https://lnkd.in/eq77yAVW   #ValueCreation #PrivateEquity #OperationalExcellence #EconomicTrends

We’re hosting our FIRST clients and friends-of-the-firm appreciation event Saturday, October 19th. Join us in Austin for the ultimate tailgate party before the Texas Longhorns take on the Georgia Bulldogs in an instant-classic SEC football showdown! This Auxo Ignite social event will be a tented affair on the lawn outside the stadium featuring delicious food, a full bar serving up your favorite drinks, and music. Catch all the game action on our big-screen TV or come and go as you please.   RSVP here! https://lnkd.in/guiN2Nym

We’re excited to share the first article in our four-part series focused on the value creation journey and strategies for private and portfolio companies navigating today’s evolving economic landscape.   The private equity market has shifted dramatically from the peak deal activity of 2021 to a more subdued environment in 2024. With global deal volume down 25% year-over-year and values dropping 52% from their peak, the landscape has become more challenging.   But there’s hope on the horizon. Despite recent declines, optimism remains for a potential rebound in deal activity as we fully enter the second half of 2024. Key factors like potential interest rate cuts, still steady GDP growth, and strategic value creation will play crucial roles.   Dive deeper into these insights and what’s next for private company owners and operators - Access the full article here:  https://lnkd.in/gjsRTjFM   #PrivateEquity #ValueCreation #MergersAndAcquisitions

Introducing Our Upcoming Article Series on Value Creation! We’re excited to announce the launch of a new four-part series focused on the value creation journey and strategies for private and portfolio companies navigating today’s evolving economic landscape. Over the coming weeks, we will explore: - The new economic normal and its implications for value creation - Expert insights from industry leaders on key drivers shaping the future of business strategy - Real-world case studies illustrating successful applications of timeless value creation principles Join us as we examine these critical topics and uncover strategies to excel in the new economic normal. Stay tuned for the first installment coming Thursday... #ValueCreation #EconomicTrends #PrivateEquity #BusinessStrategy

We are looking for our next Director of Business Development. Could that be you? Send your resume to info@auxoadvisors.com