Dennis Morton, CFP®’s Post

🚀 Join us at the IR Magazine Forum – Small Cap in New York! On behalf of Alliance Advisors, Alyssa Barry, CPIR, President — Investor Relations, will be sharing insights on navigating today’s volatile market. Don’t miss this opportunity to hear how to adapt quickly, find new investors and stand out in the capital markets. Looking forward to connecting with CEOs, CFOs, and IROs to explore strategies for success despite today’s economic challenges. See you there! When: Friday, September 13, 2024 Where: TD Offices, New York #IRMForum #InvestorRelations #SmallCap #MarketInsights

This morning, a group of great minds gathered to plan an upcoming panel discussion. The event is designed for business owners and their advisors, with a focus on successful exit strategies. Stay tuned for more details! #PanelDiscussion #BusinessOwners #Advisors #ExitStrategies Jodi Perez, CFP®, CEPA Joshua Koza Jeffrey Gad

Private Equity executives, are you facing operational discipline and profitability challenges in your portfolio companies? Brien Davis from Altacrest Capital shares how Chief Outsiders brought strategic clarity to Barton Watch Bands. By reducing SKUs from 16,000 to 4,800 and cutting costs, we helped instill financial discipline and set Barton on a clear path to profitability. Access the case study: https://bit.ly/3Wx8vES #PrivateEquity #MarketingStrategy #BusinessStrategy

Clarity of speech follows clarity of thought, also when it comes to business strategy. When did you last take a step back, and really thought about strategy?

Unlock the potential of the Lower Middle Market! 📈 Discover how executives can tap into the LMM to drive value creation, increase cash flow, and secure lucrative roles in private equity. Our latest guide, "Unlocking Value in the Lower Middle Market: A Numbers-Based Playbook for Executives," offers actionable insights and strategies to excel in this dynamic space. Don’t miss the opportunity to monetize your expertise and create new streams of income! 💼 Discover more about Blackmore Partners: https://buff.ly/42iNmB3 📅 Have questions? Schedule a meeting with our Director Chris Melton: https://buff.ly/46DZD46 #PrivateEquity #ValueCreation #LowerMiddleMarket #ExecutiveRoles #BlackmorePartners

Revitalizing Value Investing: Insights from Mario Gabelli The resurgence of value investing was noted in a recent WSJ article. Our founder, Mario Gabelli, shares his perspective in the wake of Charlie Munger’s passing. Discover how this time-honored approach is adapting to today's market dynamics. #ValueInvesting #MarketTrends #GabelliFunds https://lnkd.in/gAzdEx8d

Exit Preparation 131: Timing- Prepare Now, to make more now and later. Brian Jue and Geoff Miller of Stony Hill Advisors, Inc. discuss the importance and benefits of Exit Preparation years in advance, including getting your financial house in order as well as your sales processes and pipelines. Geoff also shares insights from his own #Exit. Stony Hill Advisors is structured to assist your business now with our management consulting services, and later with our M&A Advisory services . By preparing your business properly for its Exit event, you will generate more #revenue and be more #profitable today, which will help you maximize your valuation tomorrow. We will help you with the entire process, from now through your exit. Exit Preparation 131: Timing- Prepare Now, to make more now and later with Brian Jue and Geoff Miller of Stony Hill Advisors, Inc. Advisors. Roy Y. Salisbury Joseph Radic Paul Visokey Paul B. Storm Scott Rother Dave Severance MEGAN TRAPP Traci Philips Jo Lovitt TATIANA TSOIR Richard Strautman James Jenkins Enjoy my posts and videos? Please: Like 👏, Comment 💬 and Repost ♻️ to share with your 🌐network. To learn more:➕ Follow me https://lnkd.in/gdtcAbtK on LinkedIn 🌎Subscribe to my videos @BullsandBrian on YouTube: https://lnkd.in/gUfEBCm Visit https://lnkd.in/gJY-3-rD

Discover best practice lessons from 350 portfolio-company CEOs in The Private Equity CEO Playbook. Get your free PDF now. It’s the world’s largest study of its kind. https://lnkd.in/dbZG4p5E

Simone Girardeau returns with part two of her series on the role of Value Creation in a private equity context, and what it means for management teams. She sets out the different models of Value Creation team, and the important role they might play pre-deal, during the hold and at exit. One of the things that differentiates us at Coppett Hill Growth Advisory is that we have worked in private equity value creation and investment roles, as operators and as consultants, meaning we can help to translate between these worlds. We aim to shed some light on the context behind certain Board dynamics, requests from your PE representative, or changes in priorities. Link in the comments. #valuecreation #privateequity #growth #strategy #gotomarket

Part 2 of my article on 'value creation' - whilst Part 1 focused on the economics of an individual deal, in this second part I look at what value creation means from the perspective of a private equity firm and an overall fund level. I hope it sheds some light on the inner workings of PE firms including the different roles involved in value creation, common internal processes and some of the practical implications for management teams working with PE. #valuecreation #privateequity