GRAYCE’s Post

In our frequent discussions with wealth management leaders, we continue to see Organic Growth on the list of their top priorities. It’s an increasingly urgent priority that has been challenging to solve for so many wealth management firms … which is why it so often remains on the list unresolved. As suggested in this piece, one of the best ways to grow organically (and sustain that growth) is to ensure the delivery of a consistent and “confidence-building” client experience. While many in the industry recognize this as an opportunity to drive growth, most don’t take action because they’re unsure how to get started. #organicgrowth #clientexperience #financialservices #growthstrategy #sales #training #wealthmanagement

Discover how Baker Tilly’s strategic investments are driving growth in New England. In an interview with Capital Analytics’ Invest: Boston, Baker Tilly’s Will Andronico, CPA, MBA, MST discusses our firm’s growth, technology advancements and talent acquisition strategies, with a focus on the technology, life sciences and private equity sectors. Read more: https://bit.ly/4c2b1c2 #Technology #LifeSciences #PrivateEquity

In our frequent discussions with wealth management leaders, we continue to see Organic Growth on the list of their top priorities. It’s a priority that has been challenging to solve for so many wealth management firms … which is why it remains on the list year after year. As suggested in this piece, one of the best ways to grow organically (and sustain that growth) is to ensure the delivery of a consistent and “confidence-building” client experience. While many in the industry recognize this as an opportunity to drive growth, most don’t take action because they’re unsure how to get started. #organicgrowth #clientexperience #financialservices #growthstrategy #sales #training #wealthmanagemewnt https://lnkd.in/eAsuQptw

83% of PE leaders say their current due diligence approach has substantial room for improvement. Due diligence today is much more than risk assessment and should be value creating. The competitive edge starts pre-deal and technology including generative AI can improve both efficiency and effectiveness of pre-deal activities. I’m thrilled to share that our report “Private Equity – It’s time to rethink due diligence” is now ready to be explored. Working alongside Jay Scanlan, Rachel Barton, Martin T. (Marty) Glenn, Neto Alexander has been an absolute pleasure. The collaboration with top leaders has truly elevated our work and I firmly believe that our efforts will provide significant value to Private Equity firms and their portfolio companies. https://lnkd.in/gkYmDRdg #PrivateEquity #ValueCreation #ThoughtLeadership Francis Hintermann, Philippe Roussiere,Pradeep Roy,Sybille Berjoan, Ranjan Ramdas, Ben Liwnicz, Ramani Moses, Abhigyan Chand, Uday Khanna, Harrison Price, Tristan Spek, Christopher Hoad

Great insights from Bain & Company here as they explain what created the "Big Backlog" that kept 2023 M&A muted. Fortunately, this backlog seems to be what is going to drive M&A growth in 2024 as well. One of the key items creating a roadblock to deal making was valuations. 66% of buyers said valuation expectations affected the deals ability to get done. Coincidently, 66% of sellers cited they are waiting for improved valuations before bringing their assets to market. As both buyers and sellers look to nudge the others into mutually agreeable terms and valuations, other items such as geopolitical tensions, presidential election year, and interest rates decisions continue to play a role in deal making. Our team is prepared to help sponsors through the M&A process by facilitating insurance due diligence (pre- or post-LOI) and Transaction Liability Insurance products. Feel free to reach out with any questions. #privateequity #independentsponsor #familyoffice

The shift is slow, but Private Equity is finally seeing the light - and embracing qualitative research and brand development. "More recently, there has been a shift in the nature of the operational improvements being made: from cost focused ‘slash and burn’ to revenue focused ‘grow and earn’. This requires a different type of skillset — not one that can bring operational functions in line with benchmark efficiencies, but one that can understand what is going to make more customers buy more each year." "McKinsey found that companies who demonstrated a higher design maturity and capacity increased their revenues and total returns to shareholders (TRS) substantially faster than their industry counterparts did over a five-year period — 32 percentage points higher revenue growth and 56 percentage points higher TRS growth for the period as a whole." Read the article, it's worth your time if you're a business broker or in the private equity space. #privateequity #businessbroker #businesssgrowth

In today's fast-paced market, private equity professionals face a unique set of challenges. The landscape is evolving rapidly, and staying ahead requires agility and strategic foresight. Here are some of the key hurdles: 🔹 **Increased Competition**: With more players entering the private equity space, the competition for high-quality deals has intensified. This means that firms need to be more innovative and strategic in their approach to sourcing and securing investments. 🔹 **Regulatory Changes**: Navigating the ever-changing regulatory environment can be daunting. New compliance requirements and policies can impact deal structures and timelines, making it essential for professionals to stay informed and adaptable. 🔹 **Economic Uncertainty**: Fluctuations in the economy, such as inflation rates and market volatility, add layers of complexity to investment decisions. Private equity firms must be adept at risk management and scenario planning to safeguard their investments. At ZETA CONSULTING, we understand these challenges and are committed to helping you build robust Finance and Accounting leadership teams for your portfolio companies. Our expertise ensures that you have the right talent to navigate these complexities and drive success. What challenges are you facing in the current market? Share your thoughts in the comments or visit www.zetaconsulting.net to learn how we can support your executive search needs. #PrivateEquity #InvestmentChallenges #Leadership

Practice Management 💡 Reinvesting in our business We're always surprised by the reaction from fellow advisors when we mention how we invest in our business. "Is the branch assisting?" Nope! "Outside partners?" Nope! We self-fund all of our investment 🚀 . We're constantly looking for opportunities to promote growth while at the same time enhancing the client experience. Whether it's a branding refresh (pictured), client events, professional development or new technology, we are passionate about innovating and improving our deliverables at every level. #InvestingInOurBusiness #ClientExperience #BusinessGrowth UBS Samantha Hodgkins

In today's fast-paced market, private equity professionals face a unique set of challenges. The landscape is evolving rapidly, and staying ahead requires agility and strategic foresight. Here are some of the key hurdles: 🔹 **Increased Competition**: With more players entering the private equity space, the competition for high-quality deals has intensified. This means that firms need to be more innovative and strategic in their approach to sourcing and securing investments. 🔹 **Regulatory Changes**: Navigating the ever-changing regulatory environment can be daunting. New compliance requirements and policies can impact deal structures and timelines, making it essential for professionals to stay informed and adaptable. 🔹 **Economic Uncertainty**: Fluctuations in the economy, such as inflation rates and market volatility, add layers of complexity to investment decisions. Private equity firms must be adept at risk management and scenario planning to safeguard their investments. At ZETA CONSULTING, we understand these challenges and are committed to helping you build robust Finance and Accounting leadership teams for your portfolio companies. Our expertise ensures that you have the right talent to navigate these complexities and drive success. What challenges are you facing in the current market? Share your thoughts in the comments or visit www.zetaconsulting.net to learn how we can support your executive search needs. #PrivateEquity #InvestmentChallenges #Leadership

#PrivateEquity firms actively look for ways to optimize revenue, costs, and working capital in their portfolio companies by participating in risk-sharing arrangements with trusted partners. I had the pleasure to co-author the article with Jesper Strømann, Neto Alexander, Suzie Blinman, Felix Hessel, Himanshu Patney on how #privateequity firms are pushing the boundaries of operational value creation, leveraging strategic managed services. Strategic managed services add speed, boost predictability, and reduce risk for private equity firms. As such, they should be considered as part of every portfolio company’s full-potential plan regardless of size. https://lnkd.in/dAv5PPat