Comvest Partners’ Post

Tune in to our engaging panel discussion featuring industry experts Tom Kesoglou (Moderator, Partner, Ice Miller), Duran Curis (Partner, Ocean Avenue Capital Partners, L.P), Austin Nuedecker (Managing Partner, Weave Growth Partners), and Michael Kornman (Partner, Align Collaborate) as we delve into the intricacies of raising equity funding. Key Discussion Points Include: Assessing the spectrum of equity capital sources, including family offices, HNWIs, private equity, and more Streamlining the co-investment process for sponsors and equity partners Adapting to valuation changes and optimizing equity structures Strategies for sourcing and structuring deals to meet the criteria for attracting equity funding Cultivating a dependable pool of equity investors for efficient capital raising Evaluating the trade-offs between single equity investors and pools of equity investors https://hubs.li/Q02tLc4y0 #EquityFunding #CapitalRaising #InvestmentStrategies #ISS16

An insightful nugget from the folks at Traub Capital Partners which aligns with our experience partnering with PE firms at Transcend. A strong leadership team is necessary for any portco to thrive and that typically requires identifying strong partners to help grow skills around building processes and business structures, leadership competencies and strategic agility. 

Traub sets the standard for what Private Equity can be and do.

I love this frame from Traub Capital Partners, and this input from Jaci Reed. The coaching paradigm Transcend offers is perfectly designed to move orgs from infancy to maturity by upskilling leaders with the practicalities of growth mindset. Great stuff! https://lnkd.in/deCKhMDd

The words Private Equity have been distorted with the passage of time. The truth is PE done well is not only a value creation platform but also a force for good. We back good businesses, good teams, and together we build. More from Traub Capital Partners Co-Managing Partner, Brian Crosby, in this short video.

The words Private Equity have been distorted with the passage of time. The truth is PE done well is not only a value creation platform but also a force for good. We back good businesses, good teams, and together we build. More from Traub Capital Partners Co-Managing Partner, Brian Crosby, in this short video.

Great insight from our friends at Traub Capital Partners about the formula for PE success. At Transcend, we agree that having a solid leadership team in place to drive business performance and focusing on building a stronger, more viable and vibrant business are two keys to the success of any PE investment. The reality is most potential Portcos are in the infancy > teenager stages of their business cycle and need help developing the key capability and capacity structures, leadership competencies, and strategic mindsets and behaviors to get them to the next level of performance. This is true whether PE firms place someone in the CEO and CFO seats or not. PE firms who enlist strong partners to help upskill their Portcos - business building - will reach desired outcomes faster while reinforcing a thriving, performance-driven ecosystem. #transformation #portco #PrivateEquity #PE #BusinessPerformance #BusinessConsulting #OrganizationalDevelopment

Today’s announcement underscores the value our capabilities bring to the industry’s leading firms. I’m thrilled to be working closely with BlackRock to offer our unique UMA solutions and other tax optimization solutions to advisors so they can meet their clients' needs today and into the future. Combining @Vestmark VAST’s tax management capabilities across equities, #ETFs, and #SMAs with @BlackRock’s extensive custom model portfolio construction capabilities, empowers financial advisors to offer investment solutions personalized for tax at scale. Now, BlackRock will offer its range of #RIA model portfolios through Vestmark’s Manager Marketplace, which allows wealth managers to access and deploy several investment strategies. #WealthManagement #AssetManagement #FinacialServices #Fintech #Taxes #Tax #TaxOptimization #TaxManagement #Vestmark #VAST

The moment we’ve all been waiting for… I’m thrilled to share that @Vestmark has entered into a partnership with @BlackRock to expand our custom model portfolio solutions for registered investment advisors (RIAs). This alliance brings together Vestmark VAST’s tax management capabilities across equities, #ETFs, and separately managed accounts (#SMAs) with BlackRock’s expertise in custom model portfolio construction. This combination provides financial advisors with a more effective way to offer personalized, tax-efficient investment solutions at scale. A key element of this partnership is Vestmark's Unified Managed Account (#UMA) platform, which integrates multiple investment vehicles into a single custodian account. This ensures that advisors can seamlessly access a range of BlackRock’s standard and custom model portfolios, all managed and rebalanced through Vestmark’s Manager Marketplace. As our CEO @KarlRoessner noted, this partnership reinforces Vestmark's commitment to supporting advisors with innovative, tax-efficient solutions tailored to meet diverse client needs. We look forward to this next step in delivering greater choice and efficiency for the wealth management community. https://lnkd.in/eX2F6CbY #WealthManagement #AssetManagement #FinacialServices #Fintech #Taxes #Tax #TaxOptimization #TaxManagement #Vestmark #VAST

BlackRock, an American multinational investment company, agreed to acquire the remaining stake in SpiderRock Advisors, an asset management firm. Financial terms were not disclosed. “By giving BlackRock more SMA capabilities, this acquisition will enable us to meet growing demand from wealth managers for personalized, tax-efficient portfolios. We look forward to fully integrating SRA’s team and capabilities into our U.S. Wealth Advisory business and to further expanding our offerings in SMA solutions,” Joe DeVico, BlackRock Co-Head of Wealth Advisory business. SpiderRock Advisors (led by Eric Metz, CFA) is advised by Jones Day (led by Erin Firman and Michael Earley). BlackRock (led by Larry Fink) is advised by Kramer Levin Naftalis & Frankel LLP. #MergersAcquisitionsDivestitures #AssetManagement #Finances