Research Tree’s Post

Another month drawing towards a close and another exciting case study to share! Led by Stu Taylor, Fairvue developed a strategic investor engagement plan that enabled an emerging markets financial services client to successfully diversify its shareholder base, increasing foreign investment, boosting conversion rates to over 25% and increasing average holding period to over 3 years in a volatile market. #strategicIR #investorrelations #valuation #shareholderengagement #investordilution #diversity #corporatestrategy #casestudy https://lnkd.in/eqm3RuJx

Understanding the motivations of your shareholder base is a foundation of every effective IR strategy. Our insights help you get inside the minds that matter. Read our new case study! https://lnkd.in/dDs5uEwt

How are private equity investors navigating the challenges presented by high interest rates? In the Fall 2024 edition of the Middle Market DealMaker magazine, Dechert private equity co-head Markus Bolsinger discusses middle-market take-private opportunities as a solution for investors amidst a limited M&A environment. The article also reference's Dechert's 2024 Global Private Equity Outlook report, which noted significant year-over-year growth in take-privates back in November 2023. Read the full article here: https://lnkd.in/eceSAZ4t

EQUITY STORY: Peak Spirit invited me to hold a seminar on `How to build an equity story and what companies can do to convince and attract investors.` The webinar focused on the Core Beliefs of Market Communications and Investor Relations, Best Practices in Investor Communications, and the importance of an Equity Story in determining an IPO's success. It also touched on and framed the Core elements of a successful Equity Story. In short, an Equity Story must answer only one key question: Why should I buy into your company versus the range of similar risk and return alternatives available? Thanks also to McKinsey for lending me some of the critical charts and market surveys on the success and failures of an IPO. https://lnkd.in/ejbcP_DT

Are you attending Dach's largest private equity conference, hosted by Private Equity Insights? Today our pricing experts Ulf Avrin and Martin Verebes will be attending the DACH PE Insights Conference. If you would like to learn how we can help you succeed through better pricing, connect with Ulf & Martin to find a good time to discuss all your pricing challenges!

Are you one of the 47% who see uncertain times ahead? Investec’s exclusive Private Equity Trends 2024 report has key insights on how to navigate today’s uncertain times. Download the report now: https://lnkd.in/d6d6mFWZ #privateequity #report #insights

Limited partners (LPs) today seek better transparency, more in-depth investment data, and faster communications from fund managers. Are you in the know? 💡 Join ILPA’s Neal Prunier and SS&C Intralinks’ Rachelle Legentus on Tuesday, June 25 for a fireside chat on best practices for general partners (GPs) to meet LPs’ expectations for data transparency and standardization. Gain insights on what LPs want and industry best practices. https://okt.to/vpIh7e

Do private equity backed companies perform better than those that are independently held? We answer this in our upcoming webinar on February 28th at 3:00pm CET. Gain.pro's Head of Insights, Sid Jain, will deep dive into our latest research based on analysis of over 15,400 businesses and 3,400 deals in Europe. He will also explore topics including... ➡️ How financial metrics differ for PE-backed and independently held assets ➡️ The role of M&A and how it impacts growth and margin ➡️ The characteristics of businesses that are acquired ➡️ The top 30 primary deal investors in Europe Register today to hold your spot! 🕒 When: February 28th at 3pm CET ✍️ Registration: https://okt.to/Pb6JgK #privateequityinsights #webinar #researchreport

Join us for a live webinar: The PE secondaries surge: Identifying trends, strategies and challenges. 🗓 Date: October 10, 2024 [3pm GMT / 10 am EDT]. 𝗪𝗵𝗲𝗿𝗲:  Live on BrightTALK – 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗵𝗲𝗿𝗲: https://lnkd.in/efZ3CHiU 𝗪𝗵𝗼 𝘀𝗵𝗼𝘂𝗹𝗱 𝗮𝘁𝘁𝗲𝗻𝗱: Private equity professionals, including limited and general partners, professional services and law firm professionals with a focus on PE and capital markets across EMEA and globally. 𝗧𝗵𝗶𝘀 𝘄𝗲𝗯𝗶𝗻𝗮𝗿 𝘄𝗶𝗹𝗹 𝗲𝘅𝗽𝗹𝗼𝗿𝗲: - The market’s growth outlook and key trends - Different strategies within private equity secondary investments - Supportive tailwinds and challenging hurdles - The outlook for ‘bid-ask’ spreads across different segments Participation is free but subject to prior registration. 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗻𝗼𝘄: https://lnkd.in/efZ3CHiU 𝗦𝗽𝗲𝗮𝗸𝗲𝗿𝘀: Stuart Ingledew, partner, Investec Fund Solutions Eva Garcia de la Fuente, partner, EY UK private equity team Elena Moisei, managing director, portfolio valuation practice, alternative asset advisory unit, Kroll Luxembourg Thomas Mercieca, private equity segment lead, CIQ solutions, S&P Global Market Intelligence Moderator: Steve Gilmore, GlobalCapital Brought to you in partnership with S&P Global #webinar #privateequity #privatequity #PE #finance #capitalmarkets #equity

Discover why private equity historically outperforms public markets in Verus' latest whitepaper, "The private equity return premium," authored by Faraz Shooshani. Faraz debunks the myth that illiquidity is the sole driver of private equity's success, highlighting factors like skilled manager selection, strategic fund timing, and active governance. This is a great read for investors seeking deeper insights into private market performance. https://lnkd.in/gR_6ys5u