Greenberg Advisors, LLC’s Post

Going public is a time of rapid change and the legal department is in the middle of all of it. We used these webinars to describe some of the key demands that will be placed on the legal department before and after the IPO.

ICYMI Gunderson Dettmer partners Alexa Belonick and Andrew Thorpe and Of Counsel Brett Pletcher hosted the second part of their webinar series, “What GCs Should Expect Before and After the IPO." Building off of their first discussion, Alexa, Andy and Brett discussed the responsibilities typically assigned to the legal team and how the team can prepare as an IPO approaches and look ahead to how the company will operate after the IPO. Key Takeaways include: 🎇 Board composition, operations and public company readiness 🎇 Developing, implementing and living with new policies 🎇 Public communications Watch the full webinar here. https://bit.ly/3QTpAXA Don't forget to check out Part 1 here. https://bit.ly/4cfCzvQ #IPO #GCs #Webinar #PublicCompanies

Merger Between Two Searchers: The Unique Case of Relais du Dirigeant & Sillage Partners We invite you to explore the intriguing case of Pierre Donvez and Rafaël Dufour, two searchers who deliberated on a potential acquisition. Recognizing the synergies they could achieve by collaborating, they decided that merging their two search funds (SFs) would be an interesting proposition. A few months later, their joint efforts led to the successful acquisition of ASP Group, which is now rebranded as Sharp Tools Group. We believe this exceptional case exemplifies the perfect synergy that arises when professional searchers with diverse experiences come together. In this instance, it was the deal that solidified the success of the dynamic duo. We hope you will enjoy reading the complete case study. Join our vibrant community of readers and immerse yourself in a world of captivating stories, insightful articles, and endless inspiration related to the Search Fund Industry. Subscribe now to unlock a trove of knowledge and stay connected with the latest trends and ideas. Thanks for your support! #EntrepreneurshipThroughAcquisitions #EtA #SearchFund #SearchFunds #BusinessAcquisitions #SmallBusinessAcquisition #SearchFundsNews

🚀 Join us for a deep dive into the evolving landscape of Private Equity! 🌐 Explore the strategic shift in add-on acquisitions with experts Richa Aggarwal (PwC) and Yale Kwon (AlixPartners) on February 27th. Don't miss out! Register now: https://bit.ly/3uhaLX5 🎓 #PEInsights #Webinar #AddOnAcquisitions 🚀

FAnews recently had the opportunity to sit down with Danie V., Head of Acquisitions at Momentum Advice, to discuss Momentum’s innovative approach to supporting financial advisers. From tackling the challenges of client acquisition to navigating succession planning, Danie shares how Momentum is transforming the adviser landscape with a holistic, future-proof value proposition.   Read the full article in the October edition of FAnews, available now: https://lnkd.in/dsx7P72   #MomentumAdvice #FinancialPlanning #FutureOfFinance #FAnews

We’re excited to share that AlphaCore Wealth Advisory has completed its first acquisition since partnering with Constellation Wealth Capital. CEO Dick Pfister, CAIA shares how this expansion into Denver strengthens AlphaCore's commitment to providing cutting-edge wealth advisory and investment solutions. Thank you, Christopher Williams, and the team at Financial Advisor Magazine, for the opportunity to share more about this exciting expansion! Read more about our latest acquisition of All Season Financial Advisors, Inc. and what this means for our growth strategy. 👉 Read the full article here to learn more: https://lnkd.in/gRdP57Wv #WealthManagement #AlternativeInvestments #DenverGrowth #MergersAndAcquisitions #FinancialAdvisors #FAMagazine

In a recent deal closed by the REV Team, a $2 million dollar facility allowed our client to complete a major acquisition, triple in size, and surpass their prior annual revenue within the first quarter. We extend our gratitude to Mark Dubs and Danielle Reboli for their leadership in bringing this deal to fruition, and for positioning our client for continued success as they expand their portfolio. This pivotal move shows the impact of tailored financial solutions met with strategic foresight. Together, we continue to pave the way for the ambitious growth of our clients. 👏 ➡ Read the full story here: https://lnkd.in/edBDD4Mb #TeamREV #GrowWithREV #BusinessGrowth #StrategicAcquisition #AcquisitionDeal #FinancialSolutions #FinancialLeadership #DownToFactor #ClientSuccess

Come join us in San Francisco this September for this and other informative and thought-provoking sessions! There is no better industry event to jump start your plan for the future of your firm. #RIA #WealthManagement

When you upgrade to Turnkey Acquisitions you get the power of 8 virtual assistants that have your back - do you really have the time to call 4000 owners in one month, talk to owners for 65 hours a month AND add 2200 leads (manually) to your list. This is the power of joining the StorageNerds Turnkey Acquisitions group and get leads handed to you. The doors are open now for only ONE week and Stacy has two slots open because we just closed two deals last month for students. Apply here. https://lnkd.in/gz3tYUSU #turnkeyacquisitions #stacyrossetti #storagenerds #selfstorage #student #investing #realestate #deals #storageinvesting

We have advised Informa on its £1.2bn recommended offer for Ascential, adding Cannes Lions and Money20/20 to Informa's portfolio. This acquisition completes Informa's three-year Reinvestment Programme, which began with the £2.5bn divestment of its Intelligence Portfolio and included reinvestments into Winsight, Tarsus, HIMSS, and now Ascential. The deal is expected to complete in Q4 2024. The Clifford Chance team was led by London Corporate Partners Katherine Moir and Steven Fox, and Senior Associate Olivia Higgs, alongside Public M&A Director Rui H. and Senior Associate Antonio Folgore. Key contributors also included Michael Rueter, Sian Fagan, Brian Concklin, Chinwe Odimba-Chapman, Laura Conway, Sonia Gilbert, Jennifer Danso, Julia House and Lewis Whyte. Read more here: https://lnkd.in/d3CKJMPE #Informa #CliffordChance #Acquisition #CorporateLaw #MergersAndAcquisitions