Rocco Aloe’s Post

There are so many more ways than most owners realize to structure the sale of their business and help achieve their most important goals. Attention Trusted Advisors - this is going to be good. XPX Atlanta is bringing in advisors to discuss last month’s 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘖𝘸𝘯𝘦𝘳’𝘴 𝘖𝘯 𝘛𝘩𝘦𝘪𝘳 𝘖𝘸𝘯 𝘌𝘹𝘪𝘵 𝘗𝘳𝘰𝘨𝘳𝘢𝘮 — where we heard from 3 owners about their 3 very non-traditional exits — so that you can gain a deeper understanding of these and other types of unconventional deals. Our panelists will be David Burdette of Applied Economics and Tim Templeton of Trivest Partners. The program will be moderated by David Shavzin of The Value Track. Here are a few key deal structure options we’ll cover along with variations on these approaches. As always, we will include time for Q&A and our signature roundtable discussions. • ESOPs • Private Equity • Investment Banking/Corporate Buyout 𝘑𝘰𝘪𝘯 𝘶𝘴 𝘪𝘯 𝘱𝘶𝘳𝘴𝘶𝘪𝘵 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘦𝘳𝘧𝘦𝘤𝘵 𝘦𝘹𝘪𝘵 𝘧𝘰𝘳 𝘺𝘰𝘶𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴! 𝗧𝗵𝗲 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗗𝗲𝗮𝗹: 𝘜𝘯𝘤𝘰𝘯𝘷𝘦𝘯𝘵𝘪𝘰𝘯𝘢𝘭 𝘈𝘭𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘷𝘦𝘴 𝘵𝘰 𝘢𝘯 𝘖𝘶𝘵𝘳𝘪𝘨𝘩𝘵 𝘚𝘢𝘭𝘦 June 11, 2024 11am - 1pm The Buckhead Club Registration is now open for Members and Guests: https://lnkd.in/eh_s6EQc #xpxatlanta #exitplanningexchange #businessownersexit #exitstrategy

Deal Structure, let me count the ways... Join David, Tim, and me at XPX ATL on Tuesday, June 11th, as we discuss a topic critical to helping our business owner clients find the right structure for THEIR situation. #exitstrategy #successionplanning #valuecreation

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

There are so many more ways than most owners realize to structure the sale of their business and help achieve their most important goals. Attention Trusted Advisors - this is going to be good. XPX Atlanta is bringing in advisors to discuss last month’s 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘖𝘸𝘯𝘦𝘳’𝘴 𝘖𝘯 𝘛𝘩𝘦𝘪𝘳 𝘖𝘸𝘯 𝘌𝘹𝘪𝘵 𝘗𝘳𝘰𝘨𝘳𝘢𝘮 — where we heard from 3 owners about their 3 very non-traditional exits — so that you can gain a deeper understanding of these and other types of unconventional deals. Our panelists will be David Burdette (Applied Economics) and Tim Templeton (Trivest Partners), moderated by David Shavzin of The Value Track (https://lnkd.in/e6driBS). Here are a few key deal structure options we’ll cover along with variations on these approaches. As always, we will include time for Q&A and our signature roundtable discussions. • ESOPs • Private Equity • Investment Banking/Corporate Buyout 𝘑𝘰𝘪𝘯 𝘶𝘴 𝘪𝘯 𝘱𝘶𝘳𝘴𝘶𝘪𝘵 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘦𝘳𝘧𝘦𝘤𝘵 𝘦𝘹𝘪𝘵 𝘧𝘰𝘳 𝘺𝘰𝘶𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴! 𝗧𝗵𝗲 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗗𝗲𝗮𝗹: 𝘜𝘯𝘤𝘰𝘯𝘷𝘦𝘯𝘵𝘪𝘰𝘯𝘢𝘭 𝘈𝘭𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘷𝘦𝘴 𝘵𝘰 𝘢𝘯 𝘖𝘶𝘵𝘳𝘪𝘨𝘩𝘵 𝘚𝘢𝘭𝘦 June 11, 2024 11am - 1pm The Buckhead Club Registration is now open for Members and Guests: https://lnkd.in/eh_s6EQc #xpxatlanta #exitplanningexchange #businessownersexit #exitstrategy

Join me as I facilitate a dynamic discussion on the intersection of Private Equity and Wealth Management at RIA Edge. I'll be joined by three leading Private Equity investors to explore the fascinating landscape of wealth management and the growing interest from Private Equity firms. We'll delve into topics such as valuation trends, industry futures, and the crucial balance of growth imperatives with client-centric focus. Attendees can expect to gain valuable insights into how Private Equity is reshaping our industry and strategic considerations for both firms and investors in this evolving space. Looking forward to engaging conversations and networking opportunities at RIA Edge. See you there! #PrivateEquity #WealthManagement #Conference

At the Zero One Hundred Conferences (PE & VC Platform) „0100 Conference DACH“, CMS partner Alexander Rakosi will moderate an engaging panel "A Peek into the Future," providing an in-depth look into the evolving world of private equity and add-on transactions within the DACH region. This session is set to highlight emerging trends, address current challenges, and offer insights into the strategic moves shaping the future of deal-making allowing participants to gain a comprehensive understanding of the region's investment landscape.   For more information on the event, click on the link below, and reach out to Alexander Rakosi when you attend the event. #cmslaw #privateequity #investements #transaction

Looking forward to meeting you at the DACH edition of this year's 0100 PE&VC Conference. I will be joined by my fellow PE partners Malte Bruhns Dr. Igor Stenzel Peter Huber Alain Raemy Patrick Lühr Daniel Jenny Dr. Jessica Mohaupt Florian Mayer Mael Habell-Aili #cmslaw #privateequity #investements #transaction

🔍 Ready to Transition into Private Equity? Dive into our latest case study, "BlackmoreConnects System: Post-Conference Actions," where we break down the strategies for executives to successfully enter the PE field. Learn how active engagement, strategic positioning, and leveraging resources like Pitchbook and CYNDX can lead to lucrative opportunities. Discover the financial justifications for investing in networking and the support provided by BlackmoreConnects. Don’t miss out on the roadmap to career growth in private equity. Learn more here: https://buff.ly/4dXMqHP 💼 Discover more about Blackmore Partners: https://buff.ly/42iNmB3 📅 Have questions? Schedule a meeting with our Director Chris Melton here: https://buff.ly/3GyVOBY #PrivateEquity #WealthCreation #ExecutiveRoles #BlackmorePartners #PEOpportunities

Are you curious about the current state of the markets and innovative investment opportunities? Register for this COMPLIMENTARY WEBINAR to learn about navigating opportunities in Fixed Income and Thematic ETF’s. Our very own Gregory Kushner, Founder & Chairman of Lido Consulting and Lido Advisors, LLC, will be moderating a discussion with Austin Stockfisch and Ryan O. Issakainen, CFA of First Trust for investors, industry professionals, and anyone seeking expert guidance on current market dynamics and investment opportunities. REGISTER: https://lnkd.in/gk78Jzbn #LidoConsulting #LidoLiveWebinar #MarketUpdate #FixedIncome #ThematicETFs

Do you think that Private Equity firms are talking about culture blending support and not really backing it up upon acquiring their portfolios? Do most of them still focus only on EBITDA and ignore the personal involvement with their portcos?