Recently, industry leaders came together at the Count VAN program to tackle some of the biggest challenges and opportunities facing integrated advice businesses. In partnership with Macquarie Group, experts shared valuable insights on everything from process improvement to maximising your team’s potential. Among the expert voices was our very own Danni Le Grande, who shared valuable insights into navigating business challenges, driving innovation, and practical steps for growth. Her insights sparked engaging discussions, with common themes appearing... 👉🏻 Building a successful business takes more than just ambition - it requires a strategic approach to growth, staying competitive and continuous innovation Want to learn more about how Danni and our team can help drive your business forward? 👉 https://bit.ly/4ijPMGY #finuragroup #wealthtech #fintech #advicetechnology
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🌟 Day 8: Diving into the Finance Industry🌟 The finance industry is the backbone of our global economy, driving growth, innovation, and opportunity. From investment banking to financial planning, this dynamic field offers endless possibilities! 💼📊 Key areas of focus: 1. Investment Banking: Facilitating mergers, acquisitions, and raising capital. 🏦💰 2. Financial Planning: Helping individuals and businesses manage their finances. 📈💼 3. FinTech: Leveraging technology to innovate financial services. 🖥️🔍 4. Risk Management: Identifying and mitigating financial risks. ⚠️📉 In today’s fast-paced world, staying informed and adapting to changes is crucial. Let's continue to learn, grow, and make informed financial decisions! 📚🔝 #FinanceIndustry #InvestmentBanking #FinancialPlanning #FinTech #RiskManagement #CareerGrowth #FinanceGoals #LinkedInChallenge
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Berkshire Global Advisors' new Monthly Market Update offers valuable insights and trends that will help you navigate the ever-changing market. Read our Monthly Market Update report and stay informed: https://lnkd.in/eKZXCk6K • Explore the latest trends and conditions in private markets, asset & wealth management and financial technology sectors • Gain exclusive insights from our ‘Partner Perspective’ on market conditions and future expectations • Dive into ‘Notable Transactions’ that are shaping the market • Keep up with ‘Public Markets Trends’, including the continued optimism in multiple sectors and geographies #finance #wealthmanagement #privatemarkets #fintech #mergersandacquisitions
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📣 In case you missed it, last Friday our team published our June Market Update which covers recent trends in the Financial Services and Financial Technology sectors. 💡 TDLR: Berkshire Global Advisors remains optimistic about the M&A markets, financing markets, and valuation multiples in the Private Markets, Wealth Management, and Financial Technology sectors. However, Traditional Investment Management faces challenges due to low demand from market participants. Click here for the full report: https://lnkd.in/e2vqXV3h Send me a direct message or comment below if you'd like to be added to our distribution list. #fintech #financialservices #stockmarket #privatemarkets
Berkshire Global Advisors' new Monthly Market Update offers valuable insights and trends that will help you navigate the ever-changing market. Read our Monthly Market Update report and stay informed: https://lnkd.in/eKZXCk6K • Explore the latest trends and conditions in private markets, asset & wealth management and financial technology sectors • Gain exclusive insights from our ‘Partner Perspective’ on market conditions and future expectations • Dive into ‘Notable Transactions’ that are shaping the market • Keep up with ‘Public Markets Trends’, including the continued optimism in multiple sectors and geographies #finance #wealthmanagement #privatemarkets #fintech #mergersandacquisitions
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Join us on Tuesday 19 November for a webinar in partnership with DealCatalyst on bringing esoteric assets to the public market — a key step for growth in asset-based finance. 📈 9fin’s Owen Sanderson will lead a discussion with industry leaders — Tom Cochran, partner in the structured finance group at Latham & Watkins, Matthew Jones, head of EMEA specialised finance at S&P Global, and Gordon Beck, head of corporate & sustainable securitisation EMEA at Barclays Investment Bank. 🚀 Topics include: - Which assets are being financed in private - When and why should issuers shoot for a public deal - How investors look at more esoteric asset classes - Transitioning to public markets smoothly Secure your spot 👉 https://lnkd.in/ebGjpxqK
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Timing is a critical factor in M&A and capital raises. An investment bank can help you identify the ideal window of opportunity for your specific situation.
The first question for our new Q&A forum is in. Q. When is the right time for a company to engage an investment bank? We get this question all the time. It’s one of the first things that CEOs and founders ask. Visit https://lnkd.in/esxzs-WR for the answer to today’s question and more as we work to demystify the transaction process. Have additional questions? Visit https://lnkd.in/ewiQSbR5 to submit any questions you have about the transaction process. #InvestmentBanking #mergersandaquisitions #capitalraising #middlemarket #FAQs
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In the fast-paced world of M&A and capital raises, early engagement with an investment bank can be a game-changer. Meeting early in your planning and thought process provides you with a strategic advantage, enabling you to prepare your company, identify the ideal timing, and maximize its value. Select the post below to read more about when to get started.👇
The first question for our new Q&A forum is in. Q. When is the right time for a company to engage an investment bank? We get this question all the time. It’s one of the first things that CEOs and founders ask. Visit https://lnkd.in/esxzs-WR for the answer to today’s question and more as we work to demystify the transaction process. Have additional questions? Visit https://lnkd.in/ewiQSbR5 to submit any questions you have about the transaction process. #InvestmentBanking #mergersandaquisitions #capitalraising #middlemarket #FAQs
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The ideal timing is anywhere between 8 months prior to a desired transaction date to two years for more complex situations.
The first question for our new Q&A forum is in. Q. When is the right time for a company to engage an investment bank? We get this question all the time. It’s one of the first things that CEOs and founders ask. Visit https://lnkd.in/esxzs-WR for the answer to today’s question and more as we work to demystify the transaction process. Have additional questions? Visit https://lnkd.in/ewiQSbR5 to submit any questions you have about the transaction process. #InvestmentBanking #mergersandaquisitions #capitalraising #middlemarket #FAQs
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⏳ “Time is money.” We’ve all heard this phrase, but nowhere does it hold truer than in the high-stakes world of M&A and private equity. Every second counts when deal teams are racing against the clock to navigate a whirlwind of tasks—preparing bids, securing financing, conducting due diligence, and finalizing contracts. I recently read this blog which broke down the 20 most critical steps in the private equity deal process. It’s a great reminder of just how many moving pieces need to align perfectly for a transaction to succeed. But here’s the thing: as deals become more complex due to tighter regulations and evolving market dynamics, the risk of something slipping through the cracks grows exponentially. This raises a critical question: "How are teams adapting to this increasing complexity?" 🤔 Some approaches I’ve seen are; 🔍 Refining risk frameworks to anticipate and address challenges earlier in the process. 🤝 Streamlining communication between stakeholders to avoid duplication or oversight. 📈 Leveraging technology like AI-powered tools to handle due diligence and automate repetitive tasks. How do you and your team ensure every box is checked while staying ahead of the clock? Would love to hear about your experience. #PrivateEquity #MergersAndAcquisitions #DealMaking #RiskManagement
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What does Gateway Group do? 💭 As an investor relations and public relations firm, we offer a wide range of services from asset development to investor website design and so much more. 📎 But capital markets advisory and banking syndicate selection support have always been at the core of our offerings. We sat down for a Q&A with Managing Director Georg Venturatos to discuss capital markets advisory issues like progressing towards #IPO or public companies considering equity offering options for growth capital, and everything in between. 👓Read our latest blog below to learn more about what it's like to have Gateway's #IR experts on your side. https://lnkd.in/datzF6K2 #investorrelations #growth #strategy #publiccompanies #business #finance #investors
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The first question for our new Q&A forum is in. Q. When is the right time for a company to engage an investment bank? We get this question all the time. It’s one of the first things that CEOs and founders ask. Visit https://lnkd.in/esxzs-WR for the answer to today’s question and more as we work to demystify the transaction process. Have additional questions? Visit https://lnkd.in/ewiQSbR5 to submit any questions you have about the transaction process. #InvestmentBanking #mergersandaquisitions #capitalraising #middlemarket #FAQs
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