Investment Week’s Post

https://lnkd.in/gwhiU6z9 - Investors never buy off the back of one piece of news - there's more to the journey. Here's an introduction (and video 1 of 3 from Kevin Xu) about the stages of the investor funnel and why it's important to listed companies. #investorrelations #shareholderengagement #investormarketing #marketengagement #investors #shareholders

This has always been something we've known, but for the first time, managed to conceptualise it in one diagram. The concept is based on the traditional sales funnel, which is often the foundation of most marketing strategies. So why not apply it to listed companies too? How to think about it: > The product/service being sold is the company's shares or vision; and > The potential customers are investors. A marketing strategy is about how companies optimize an investor's journey through the funnel. Where do you want investors to first hear about you? What do you want them to do next after that? What needs to happen in the next three months to best position them as a likely buyer? Is the investor experience seamless, personal, and intuitive? Investor intent doesn't appear automatically, so the best strategies always come from deliberately planning each stage of the investor journey and then scaling it across your audience. #shareholderengagement #investormarketing #marketingstrategy

Are you interested in learning about the latest news, trends, and tools in the M&A ecosystem from the comfort of your own home or office? Catch one of our Middle Market Insights webinars! Don’t miss out on our upcoming webinars, and check out past webinars here: https://lnkd.in/ecW4ySBj #MiddleMarket #Growth #Network #Networking #Deals #Dealmaking #Dealmakers #InvestmentBank #InvestmentBanking #Invest #PrivateEquity #PE #Advisors #Community

Leo Kelly sits down with InvestmentNews anchor Gregg Greenberg to offer his views on the current state of the RIA industry, as well as his outlook for M&A in the face of higher rates. Check it out here: https://hubs.la/Q02jWQx-0 #nasdaq #nyse #investments #ria #m&a #acquisition #investmentnews

the #ceo of a #privateequity #portfoliocompany has a set of special challenges: a ticking clock, a by-definition activist investor, and, often, a lot of personal upside; it's also true that a very high % of PortCo CEOs don't last in their job through the holding period. A big reason is that they don't set the right parameters, governance, rhythm, and expectations with their operating partners, and this insightful interview of Adam Coffey--a veteran PortCo CEO and operating partner--talks about some of the issues, questions, and answers. Well done by Connor Lott of AlixPartners

Private equity firms have weathered challenging environments stemming from a lackluster M&A market and perceived high valuations, but a potential shift is on the horizon. Configure Managing Director Joseph Weissglass recently sat down with LevFin Insights to discuss these recent trends of how founder- and family-owned businesses could bolster deal flow amid recent M&A scarcity. “We expect [founder- and family-owned] sellers to be active and an outsized portion of M&A activity in 2024,” said Joseph. “Private equity sponsors are primarily looking to return capital through dividend recapitalizations but are less likely to be sellers in this difficult exit environment.” To read the full article, click here: https://lnkd.in/e4UxY4Wd #privatedebt #privatecredit #privateequity #investmentbanking #founderowned #familyowned

In a recent interview with Connor Lott of AlixPartners, experienced CEO Adam Coffey shared his outlook for PE in 2024 and how portfolio company management can best partner with their investors and operators. Coffey has an impressive track record, having built 3 national service companies for 9 private equity sponsors over 21 years. During this time, he completed 58 acquisitions and delivered a 5x ROIC at exit on average. Don't miss out on the valuable insights from this PE-backed CEO. Check out the full interview here: https://lnkd.in/gmPARJMD. #PE #investors #operators #portfolio #management #CEO #interview

It's tomorrow! ⚡ Join our CEO Sam Glasswell for a dynamic panel discussion with Oliver Parker (Alantra) and Christian Nentwich (Duco) as they delve into crucial insights on optimizing exit strategies. This is your chance to refine and enhance your approach to exits, gaining actionable strategies and immediate learnings from the founder's perspective. Secure your spot now: https://bit.ly/4atxHSl #PrivateEquity #PE #Investments #Returns #DealStructuring #ExpertInsights #Exits

How Investors Can Make the Most of Microcap Shareholder Meetings Small cap stocks, for all the opportunity they may present, can be notorious when it comes to finding meaningful information about the underlying business. Shareholder meetings are a regulatory requirement for publicly traded companies for this very reason – to share information so investors can make intelligent decisions about their allocation of capital. The Microcap Con... Read more: https://loom.ly/kjGT6GQ #TheMicrocapConference #microcaps #microcapinvestor

In more than 21 years of experience as a CEO, Adam Coffey built 3 national service companies for 9 private equity sponsors. During this period, he completed 58 acquisitions; and on average, the companies he ran delivered a 5x ROIC at exit. Sitting down with AlixPartners’ Connor Lott, Adam Coffey discusses the outlook for PE in 2024, and how portfolio company management can best partner with their investors and operators. #privateequity #ceoinsights #transformation #ceo #executiveleadership #csuite