EP Wealth Advisors’ Post

Proud Moment for Our Team at Plain Sight Strategy Group! Today marks a significant milestone with the launch of the LEAN Forward Methodology. I am proud to share this innovative framework that promises to enhance value creation across private equity investments dramatically. LEAN Forward is not just a methodology; it’s a movement towards more strategic, sustainable growth in investment management. Check out how we're setting new standards in the industry: Read the full article. #Leadership #Innovation #PrivateEquity #GrowthStrategy #LEANForward

Exciting News from Plain Sight Strategy Group! We are thrilled to announce the launch of our LEAN Forward Methodology, a game-changer for private equity value creation. This innovative approach is designed to transform investment management with a strategic framework that aligns perfectly with our mission to drive sustainable growth and profitability. Discover how LEAN Forward can redefine the way private equity firms approach value creation and ensure long-term success for their portfolio companies. Learn more about our new methodology and how it can revolutionize your investment strategy: #PrivateEquity #InvestmentManagement #BusinessTransformation #LEANForward #StrategyInnovation https://lnkd.in/dAHWK7hS

Constellation Wealth Capital makes waves in wealth management with a strategic investment in AlphaCore Wealth Advisory. Dive into the details and transformative plans revealed by AlphaCore CEO Dick Pfister, CAIA in this featured article from CityWire.   https://lnkd.in/gWzXDm32 #WealthGrowth #InvestmentGameChanger

🚀 Maximize Your Private Equity Investments with Beryl Business Solutions Sarl"🚀 At Beryl Business Solutions Sarl, we specialize in empowering private equity firms to make savvy investment decisions and amplify returns throughout the entire deal lifecycle. With our expert guidance, you can navigate the complexities of the investment world with confidence and precision. 💼 What We Offer: 1.   Investment Screening: ·        Meticulously designed process to identify and qualify promising opportunities. ·        Tailored insights and thematic ideas to suit your specific needs. ·        Benefit from customized workshops and access to proprietary research. 2.   Due Diligence: ·        Analytics-driven evaluations backed by extensive industry experience. ·        Flexible model for tailored analysis, ensuring informed decisions. ·        Comprehensive insights into investment targets across sectors. 3.   Portfolio Development: ·        Tailored plans for post-closing success, maximizing returns. ·        Focus on near-medium term improvement aligned with exit strategy. ·        Customized services from rapid assessments to comprehensive turnaround initiatives. 4.   Exit Support: ·        Comprehensive support for seamless, value-maximizing exits. ·        Extensive experience across industries and strategic guidance. ·        Clear communication and strategic planning for successful exits. 5.   Firm Strategy and Development: ·        Strategic choices to enhance fund and firm performance. ·        Deep insights and research for competitive positioning. ·        Operational improvement for holistic growth and sustainability. 6.   RTS (Radical Turnaround Services): ·        Specialized services for distressed companies or underperforming units. ·        Focus on generating value across industries and geographies. 7.   Beryl Business Solutions Implementation: ·        Accelerated execution of recommendations and improvement plans. ·        Tailored support for rapid, significant, and measurable results. ·        Expertise spanning industries and geographies for sustainable growth. Partner with Beryl Business Solutions Sarl to unlock the full potential of your private equity investments. Our comprehensive suite of services and industry-leading expertise will guide you towards greater returns and long-term success. Join hands with the industry leader in private equity consulting. Let's shape the future of your investments together! Contact us : +243817680189 https://lnkd.in/eagJTMHQ Your Success, our Focus ! #PrivateEquity #InvestmentStrategy #PortfolioManagement #BerylBusinessSolutionsSarl  

In the latest installment of our profile series, Philippe Renauld, CFO and COO at Sienna Investment Managers, shares his passion for operational excellence, highlights the importance of an LP-centric culture and talks 'democratisation' of private markets. Read the full article here: https://lnkd.in/d4Nn7Uh5 #privateequity #venturecapital #operationalexcellence #talentmanagement #fundmanagement #assetmanagement #alternativeinvestments

Have enjoyed seeing the evolution of our Strategic Asset Allocation at Craigs Investment Partners in 2024, in particular the alternatives/private equity space. Great to provide clients the opportunity to participate in recent capital raises from Pacific Equity Partners and Roc Partners, as well as ongoing access to a variety of evergreen PE funds. Looking forward to continued work in this space over the remainder of the year…great piece of Q&A, per link, that provides a solid overview. https://lnkd.in/eNxxzkCE #privateequity #investing #alternatives

“When I joined PPR Capital Management as CEO, I began developing what has come to be known as the ‘PPR Next’ strategy. This was a plan to build on the solid foundation put in place by the company’s founders and help transform the business into a more diversified investment management organization. I wanted to take the time to outline the key pillars of this strategy below to give readers a summary of the plan’s impact at PPR thus far, as well as a sneak peek at what’s to come in 2024.” To read CEO Steve Meyer’s full article click here: https://rebrand.ly/uk0w6ii

🎯 Part 2: Selecting the Right Manager Your portfolio’s success hinges on choosing the right fund manager. In part two of our series, we explore the key factors that separate top-performing managers from the rest and how they can drive sustainable growth in your investments. 📖 Learn more now! loom.ly/YkIXuPY #PrivateEquity #ManagerSelection #VentureCapital #InvestmentStrategy #GrowthInvesting

In this edition of Trends Watch, we sat down with Stephan Seissl, Founding Partner of Yana Investment Partners, to discuss the outlook for investing in European small-cap companies: https://okt.to/7suMHg #smallcap #investing #europeanmarket

Transparency is one of the many reasons Jon Robinson & Brandon Langley founded Blueprint Investment Partners. In our newest blog post, we discuss radical transparency and its importance, especially for #financialadvisors and #assetmanagers. https://hubs.li/Q02t_n2s0