ACG New York’s Post

Smaller deals and private equity are making a big impact, helping companies grow and adapt, especially in AI and sustainability. Learn why the tech sector is leading in M&A innovation with insights from LBMC's Brian Marynowitz. Stay ahead in the game! #TechGrowth #MergersAndAcquisitions #PrivateEquity #LBMC

I'm looking forward to this discussion! Seeing the massive potential of AI is the easy part. Understanding how to harness it for your business can be less straightforward. This is especially true for small and mid market businesses where resources can be tight and pragmatic approaches necessary. #ai #techstrategy #innovation

An interesting article with our Founder and Director, Bruce Douglas and Actum Group about the growing importance of management due diligence. #privateequity #managementduediligence #valuecreation

Thanks to Actum Group for inviting me to discuss the growing importance of Management Due Diligence in not only identifying risks, but also value creation. #ManagementDueDiligence #PrivateEquity #ValueCreation Ben Rumble Paul Francis-Grey

🌟 Day 2 at Hamilton Island's The Principals' Community Forum has been nothing short of insightful! 🌏✨ We kicked off with a comprehensive update on the current economic and geopolitical landscape, setting the tone for strategic thinking in our industry. This was followed by a fascinating panel discussion with leaders from four top financial planning firms. They shared their diverse growth strategies—from merging practices to leveraging mergers and acquisitions, to organic growth—each providing unique insights into their success. A standout session was led by the Director of Financial Services Industry from Microsoft, who illuminated the transformative power of AI in financial services. It’s thrilling to see how AI is being embedded in products to empower advisors and enhance decision-making. Though rain washed away my plans for golf in the afternoon, it provided a perfect opportunity to relax and recharge for the rest of the conference. The day ended on a high note with a wonderful dinner at a local Italian restaurant, mingling with fellow attendees. 🎤 Excited for Day 3: I'll be on stage leading a panel on the Fintech landscape. Looking forward to sharing insights and engaging in lively discussions! #FinancialPlanning #Fintech #AI #EconomicUpdate #PrinciplesCommunity #GrowthStrategies

We are excited to attend the Private Capital Symposium by London Business School. This symposium promises to bring together thought leaders, investors, and practitioners from across the globe to discuss the most pressing issues in private equity, family office investing, the democratization of PE investments, and the integration of AI. We look forward to engaging with industry peers, learning from expert panels, and exploring collaborations that drive the future of private capital forward. #PrivateCapitalSymposium #InvestmentStrategies #Vennre

Questions I get asked when fundraising as an early-stage founder; 1) How much of the round is raised? Who’s in? 2) What’s your LTM revenue and what will your NTM revenue be? 3) Who are your competitors and why should you prevail? Questions I don’t get asked, yet these are the ones that matter pre-Series A; 1) Tell me about your team, what experiences have you had that exemplify the struggles the company has overcome thus far & resilience required to succeed? 2) What are the milestones you’ve achieved since you inception and what did you learn from both hits & misses? How do those milestones de-risk an investment from investors and set the company up for its targeted returns? 3) Who are the company leaders you admire and why? What business management philosophies are at the core of your company culture & business strategy? To my fellow founders, find the investors that ask these questions and focus all your efforts on how you’ll be a great partner for them and long-term winner in their portfolio. #earlystageventure #longtermmindset #venturecapital

Prashant Doshi, Stephen Isaacs, Matteo Dattilo, CFA, Andrew Velasco, CFA, and special guest Donatella Ceccarelli had great discussions during the European Investor Roundtable. The panelists discussed critical areas that investors often overlook, sharing their perspectives on current market trends and innovative strategies for informed decision-making. #OpalGroup #GAISummit #InvestmentStrategies #MarketInsights #finance

Throughout the entrepreneurial journey, from seed to IPO, success hinges on how risks are perceived and managed. Effectively navigating risks is pivotal in the creation of enduring companies. https://lnkd.in/gRZCNZHa

Hear from thought leaders and leading industry experts in General Sessions on the key topics that are shaping the future of investor relations and capital markets engagement. Learn more: https://lnkd.in/g2UfvZyp #NIRI2024 #NIRI #IRChat Chris Williamson Alexandra Deignan