Australasian Lawyer’s Post

A recent Financial Times article highlighted an increase in "deal-by-deal" investing. Here are a couple interesting facts. Last year: 💰 $31bn was deployed by ‘deal-by-deal’ investors. 7️⃣ 0️⃣ 0️⃣ companies were acquired in this type of deal, double the amount five years ago! This year, DealEdge launched ready-made reports that are perfect for evaluating deal-by-deal or co-investment opportunities. With 48,000 deals across 570+ subsectors and 20+ metrics like MOIC, DPI, IRR etc. DealEdge is the perfect tool to support your deal-by-deal investment strategy. What is Deal by Deal Investing? Deal-by-deal investing, also known as direct investing, is a strategy where investors evaluate and invest in individual transactions on a case-by-case basis. Unlike traditional private equity funds, where capital is committed to a fund managed by a firm, deal-by-deal investing allows investors to cherry-pick opportunities that align with their investment criteria and risk appetite. 📊 To get a demo of these reports, click here - https://bit.ly/3uJsA10 📰 To read the FT article here https://lnkd.in/eNUdaGTR #privateequity #privatecapital #investing #limitedpartners

Partners Group today announced the close of its fifth direct private equity program with total commitments surpassing the target of USD 15 billion. The Program comprises commitments to Partners Group's fifth direct private equity fund, as well as bespoke solutions and open-ended funds that allocate to the same direct strategy. Partners Group's private equity strategy applies deep thematic research to identify high conviction sub-sectors supported by resilient long-term global trends across four industry verticals: Technology, Health & Life, Goods & Products, and Services. Through its entrepreneurial governance approach, the firm partners with management teams to build a value creation plan around clearly defined strategic pillars. At the time of closing, the Program was committed to companies including BREITLING, a leading Swiss watchmaker; SureWerx, a North American supplier of mission-critical personal protective equipment, safety gear, and tool solutions; and ROSEN, a global provider of inspection services for crucial energy infrastructure assets. Read the full press release here: https://lnkd.in/gDXtv3ku

Co-investments remain an effective mechanism for institutional investors to achieve their investment goals. Effective alignment between investor and manager can lead to success, however, there are important considerations that investors should make before allocating. Governance, conflicts of interest and compliance challenges need to be managed, and investors need to ask the right questions. Investors and managers can read our guide to Co-Investments for free by registering on our website: https://lnkd.in/eUt4i2uc SBAI - Empowering Due Diligence, Facilitating Operational Excellence

For the curious ones 💡 here a link to FAQs of #IPEV (International Private Equity and Venture Capital Valuation Guidelines). It is a good reference to apply Best Practices when valuating a Company. #IPEV #Venturecapital #Startupvaluation #bestpractices https://lnkd.in/dsQP98wS

Investment round – legal secrets ⚖️🚀 Investment rounds are for attraction and raising the capital for your business ⚡ From loans and employees participation plans to shareholders agreements – successful outcome depends on concise information and documents 📍Each round aligns with a specific development stage and business strategy, so corporate sheets, business plan and financial reports should be transparent 📍Check your ownership rights, venture capital agreements and jurisdictional framework to be prepared for investors due diligence 📍Be fair with anti-dilution provinces to mitigate risks and protect your rights 📍Check and be transparent with investment Term sheet, shareholders and sales of share agreement Need more insights? Connect with me to discuss your specific situation and get tailored legal strategy for free 🙌🤩 #startup #investment #funding

🌟 Elevate Your Investment Strategy with Co-Investing! 🌟 Discover the transformative power of co-investing in private equity and venture capital: 💡 Cost Efficiency: Benefit from lower costs, leading to higher net returns. 🚀 Exclusive Opportunities: Access high-quality deals typically reserved for private equity firms. 🌍 Diversification: Spread investments across various industries and geographies, reducing risk. However, traditional co-investment structures often face challenges such as high set up costs and ongoing administration burden. Learn how at Apex Group Ltd we are reshaping the co-investment landscape: Read the full article here by Neil Clark. #CoInvesting #PrivateEquity #VentureCapital #ApexGroup https://bit.ly/3Y1kLjv

Synergy in Finance: The Power of Strategic Partnerships We’ve said it before, going it alone is no longer an option. The most successful firms aren't just innovating internally – they're forging powerful alliances that reshape the industry. At Carrick Catalyst | Alliance, we've witnessed firsthand how strategic partnerships can transform wealth management. Here's why collaboration is the future of finance: Expanded Expertise No single firm can be an expert in everything. By partnering with specialists, we offer our clients a depth of knowledge that spans every aspect of wealth management. From offshore structuring to cutting-edge fintech solutions, our network of partners ensures we're always at the forefront. Enhanced Client Experience Clients today demand seamless, comprehensive service. Our partnerships allow us to create a one-stop wealth management experience, eliminating the need for clients to juggle multiple advisors and platforms. Technological Integration Fintech is evolving at breakneck speed. By partnering with innovative tech firms, we integrate state-of-the-art solutions into our offerings without the massive overheads of in-house development. Global Reach, Local Touch Through strategic alliances, we combine the power of global insights with nuanced local expertise. This dual perspective is invaluable in navigating the complexities of international wealth management. Regulatory Agility In an ever-changing regulatory landscape, partnerships with compliance experts and legal firms ensure we stay ahead of the curve, protecting our clients' interests across jurisdictions. Innovation Acceleration Collaboration breeds innovation. By partnering with diverse entities – from established institutions to disruptive startups – we create an ecosystem that constantly challenges the status quo and drives progress. The Carrick Catalyst Alliance model embodies this collaborative spirit. We don't just offer services; we create synergies that amplify value for all stakeholders – our partners, our clients, and the industry as a whole. We live in a world where change is the only constant; those who collaborate effectively will not just survive – they'll thrive. Are you ready to explore the power of partnership in revolutionising wealth management? https://lnkd.in/dUc_BMAg #StrategicPartnerships #FinancialInnovation #WealthManagement #CollaborativeGrowth Craig Featherby, Bryan Austen, Anthony Palmer, Derry Thornalley, Pierre-Yves Roten, Nirish Beeharry, Jarryd Jacklin, Renée Mostert

𝐈𝐧𝐯𝐞𝐬𝐭 𝐢𝐧 𝐓𝐞𝐱𝐚𝐬'𝐬 𝐡𝐢𝐠𝐡-𝐠𝐫𝐨𝐰𝐭𝐡 𝐦𝐚𝐫𝐤𝐞𝐭 𝐟𝐨𝐫 𝐬𝐭𝐚𝐛𝐥𝐞 𝐜𝐚𝐬𝐡 𝐟𝐥𝐨𝐰. With perks like portfolio diversification and long-term wealth accumulation, this opportunity is too good to miss. Explore more now and secure your financial future! Click here: https://lnkd.in/d-KjiCP2 (Legal Disclaimer: This foregoing is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, nor does it constitute an offer to provide investment advisory or other services by American Ventures or their affiliates. Nothing in this post shall be considered a solicitation or offer to buy or sell any security, future, option or other financial instrument or to offer or provide any investment advice or service to any person in any jurisdiction. Any securities offered by American Ventures or their affiliates, will only be offered pursuant to a private placement memorandum and only to accredited investors.) #realestateinvestment #investor #commercialrealestate #investment #investinaustin #portfoliodiversification #realestate #investors #newdeal #newinvestmentopportunity

Want to find out more about our recent partnership with Albion Strategic Consulting? Another way that P1 Investment Services is committed to enhancing adviser efficiency. The partnership provides financial advisors access to Albion’s support with portfolio construction, governance, and client communications, alongside operational efficiencies through P1’s discretionary service. 🔗Find out more here: https://lnkd.in/e5Jb8-2j Don't hesitate to reach out to Shaun Drew if you have any questions! #P1Platform #InvestmentPlatform #P1InvestmentServices #AlbionStrategicConsulting

Co-investments allow investors to invest directly alongside #privateequity funds, providing greater transparency, control, and potential for higher returns. https://ow.ly/OV9v50Q94VA