Invesco US’ Post

Sophisticated investors are more likely to afford a company more time to let its strategy play out, even during volatility. But first, they need a clear equity story. Learn how to craft the equity story you need for the long-term investors you want: https://lnkd.in/d_Vr-s7m #IPO #Finance #Valuation

Sophisticated investors are more likely to afford a company more time to let its strategy play out, even during volatility. But first, they need a clear equity story. Learn how to craft the equity story you need for the long-term investors you want: https://lnkd.in/exs-Qr-X #IPO #Finance #Valuation

37% of companies are choosing to stay private longer than originally planned. How are you meeting your liquidity needs during this time? Who you choose to partner with speaks volumes to your employees, your board, and your investors. Conversations never hurt anyone. Send me a message and let's walk your path together. #privatebusinesses #liquidity #PrivateToPublic #businessexpansion #companygrowth #RSU #IPO #equitycompensation #deferredcomp

Curious about different types of private equity (PE) strategies? We are pleased to present the latest article in our Deep Dive series, titled “Types of Private Equity Strategies”. The article provides insights into the unique characteristics, risks, and rewards of each strategy, helping investors and financial professionals deepen their understanding of PE as an asset class. Read more here: https://lnkd.in/gnjdRPgE #AzaleaInvestmentManagement #InvestorEducation #PrivateEquity #PEStrategy #Growth #Buyout #VentureCapital

Let's dig in together and remove the knowledge asymmetry between you and your soon-to-be investors 🎯 Some of the typical considerations are: 👉 What is the right of first refusal (ROFR), and how can I adapt it for a future secondary exit of my shares? 👉 What is reverse vesting, and how can I mitigate losing my shares? Should I ask for a top-up? 👉 Why is headline valuation not the most important metric when choosing or negotiating with an investor? 👉 What is a carve-out in relation to liquidation preferences? 👉 Is an employee option pool of 10% pre-investment necessary? 👉 What are reserved matters, and how can I set good practices for future financing rounds? 👉 What's on your mind? You can find an event link in the comments for March 19th at 3 PM or DM for 1:1s. Happy Friday, everyone.

🤦♂️ There's no greater frustration than dedicating hours to researching a public company, reaching the final stages of share acquisition, and discovering that the company lacks a Dividend Re-Investment Plan (DRIP). Without a DRIP, investors must manually reinvest dividends, exposing them to multiple taxations – first by the government on realized profits and then by the broker during share repurchases. This not only adds complexity to the investment process but also extends the timeline to potentially double-invested capital. The lesson learned: Prioritize filtering out companies without DRIPs early in the research phase to streamline the investment journey

2023 was undoubtedly a tough year for M&A, but hopes are high that 2024 will be better following the Federal Reserve’s pivot toward potential interest-rate cuts in the year ahead. As companies get more certainty about where interest rates and the economy are heading, deal making should progressively improve, while strong corporate profits should also bolster prospects for increased M&A activity over the coming months. #wallstreetjournal #mergersandacquisitions #privateequity #investmentbanking

Is the IPO Market Finally Recovering? This latest Private Market Update from Forge Global reveals promising signs of recovery in the private market. - Median discounts to last funding round are approaching par, signaling a potential end to the "Great Reset." - Several companies are eyeing potential IPOs in 2025, suggesting renewed confidence in the market.

We recently released our Q2 2024 Guide to Alternatives. One of my favourite charts this quarter looks at U.S. private equity (PE) deals by type. Higher interest rates, tighter credit conditions and an uncertain economic environment continue to weigh on private equity investment activity, particularly leveraged buyouts. Add-on acquisitions – smaller strategic deals – have emerged as an important mechanism for sustaining the momentum of the PE sector in this more challenging environment. For those interested in Private Equity, Dana Haimoff and I recently discussed how higher interest rates have affected the private equity landscape during the Q2 Guide to Alternatives webinar. You will find a link to the Guide and the webinar in the comments.

2023 presented significant challenges in the global M&A market, marked by uncertainties and volatile conditions that made the environment difficult for #dealmakers. What will the landscape look like in 2024? Learn how dealmakers should prepare for the year ahead in our latest blog. #MergersAndAcquisitions https://accntu.re/3GuwYDk