BCI Construction Inc.’s Post

🚨 League Tables 🚨 Private Credit 🚨⭐ Blackbrook review... ⭐ ✔️ Park Square at the top... ✍️ Despite high deal flow, PSC had a few leavers at the end of 2023; 3 on the IR/BD side and Jacob Ucar left to launch Kinnerton Hill ✔️ Barings still making the list ✍️ Historically we have always seen them near the top for deal flow ✍️ Our understanding is they have not been in the market since the Corinthia announcement ✍️ As such, we can assume these deals took place prior to that ✔️ Principal Banking/Asset Management arms ✍️ GS, Investec, very high. Strong performance from Deutsche and Macquarie too ✔️ Lower mid-market teams will typically perform well in terms of deal flow ✍️ Examples below: Muzinich, Pricoa, Tresmares, Apera, Kartesia 💬 What are your views on the market and these rankings?  #privatedebt #privatecredit #specialsituations #secondaries #leveragedloans #directlending #leveragedfinance #structuredcredit #creditopportunities #privateequity

We love a good Texas Story, and this one is worth the read. Bryan Milner followed an unconventional path to where he is now: supporting Wells Fargo in their #expansion and #success in Northern Texas. Read more in the article below. #texasbusiness #wellsfargo #northtexas

Who's coming to #CreditWeek? The premier event for credit and financial services professsionals is now just under two weeks away 🙌 Check out just a few of the companies heading to Celtic Manor – and there are plenty more that will be joining them 🏰 Looking to get rid of that FOMO feeling? Secure your place here ➡ https://lnkd.in/dzZ-v58p #CreditWeek #FinancialServices #CreditIndustry

In November of 2020, Carolyn McAvinn, FLMI, AALU, PMC-IV wrote a blog about her vision of the underwriter of 2025 - how the role would evolve and change. Now that we are 3 years in, do you think Carolyn's predictions were accurate? Take a look at our Throwback Thursday blog and let us know your thoughts! https://lnkd.in/ecVAeYzS

Very insightful, and broken down nicely. On average we see about 92% of assets move which typically is held by about 70-75% of the clients. The 9% that were prohibited to be solicited will vary by the platforms they are exiting. One piece not represented is the new assets the advisors receive. Clients who follow tend to use this as the perfect time to consolidate the assets they have held elsewhere at the same time.

News you can use

JPMorgan Among Winners as Latin American Wealth Flocks to Miami Florida “The Miami market is still hot, and local crises in Latin America help to increase this type of lending, since many people like to take their money out of their nation and invest in something as solid as bricks in the US” Brickell neighborhood of Miami : Latin America’s wealthiest investors are taking their fortunes to Miami at one of the fastest clips in history “It’s incredible how much we’ve grown here in Miami” “It was really hard to bring people to Miami in terms of talent, and now after the pandemic it’s the other way around, Miami building at 1450 Brickell Ave “We saw a significant geographic portfolio reallocation to Miami related to the fact that our clients have found more compelling opportunities to multiply their wealth in the US than in some of their countries” “seeing absurd demand from our clients for global investment diversification, mainly now that interest rates outside Brazil have increased a bit” Itau’s new accounts hit 1,000, Bradesco doubles lending book

How much of my assets can I expect to bring with me? Commonwealth and Cerulli partnered together a few years ago to answer that question surveying over 1500 recently transitioned advisors. The short answer is, more than you think. They did a great job of breaking down planned attrition (clients they didn't want to bring), successful assets transferred, and took a deeper look into why some of the assets didn't transfer. What are your thoughts about this graph? #bridgemarkstrategies #financialservices #wealthmanagement #firmtransitions

The Integrity Tree Financial Team soared to new heights, clinching the esteemed #2 position as the largest independent brokerage within the Pineapple Network in 2023. Our unwavering dedication and commitment were evident as we stood firm in the #3 spot for the preceding two years. This remarkable journey is a testament to the collaborative spirit of our exceptional team. Throughout the year, our diligent brokers and agents faced the challenges of battling inflation and navigating the complexities of high-interest rates. Their relentless efforts showcased our team’s resilience and adaptability, highlighting our ability to thrive in the face of adversity. #FinancialSuccess #TeamAchievement #TopBrokers #ResilienceInAction This outstanding achievement wouldn’t have been possible without the wholehearted support of our team members. Each individual played a crucial role, contributing their skills and expertise to the greater success of the Integrity Tree Financial Team. Let's see what's in store for us in 2024! Integrity Tree Financial Patrick S. Asif A. Kasim #StrivingForNumberOne #2024Goals #FinancialLeadership #TeamUnity #integritymortgage #integritytreefinancial

“For due diligence, in addition to underwriting customer backlog and understanding diversification of the customer base, we are also very focused on identifying the fundamental drivers of the customer revenue base, i.e., diligencing our customer’s customer. By doing a second derivative level of customer and revenue diligence, we are better able to understand what macro-based influences impact the business.” said #StarMountainCapital Managing Director, John McCarty when he shared insights on opportunities within #PrivateDebt at ACG Atlanta’s M&A South 2024 on Tuesday, February 6th. Learn more here: https://lnkd.in/dNPaXdjY Star Mountain’s ~$4 billion AUM (committed capital including debt facilities as of 1/31/24) is from a network of investors including U.S. and international institutional investors and qualified high net worth investors seeking defensive, less volatile, higher alpha and less correlated returns. With team members in 20+ U.S. cities, Star Mountain is a specialized #AssetManagement firm focused on North American small and medium-sized businesses investing #Debt and #Equity directly into established operating companies as well as purchasing secondary fund and direct positions to provide early liquidity to investors. Star Mountain is a value-added lender with a team that has strong private equity and operating backgrounds to potentially help its portfolio companies grow in value. Learn more about Star Mountain here: https://lnkd.in/deG5DXS. #LMM #FundManagers #WealthManagers #InvestmentManagement #Secondaries #PrivateDebt