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📢 Attention Private Equity Groups! 📢 Elevate your firm's success in the public accounting sphere with our exclusive event on April 18, 2024. Discover the game-changing strategies that will drive profitability and efficiency through private equity integration. 75-Minute Presentation for Private Equity Groups: - Instantly reduce costs and amplify profits. - Real-world case studies and success stories. - Engage with industry experts for actionable insights. - Limited availability, priced at $499 per PEG. 1-on-1 Tailored Solutions for Your Private Equity Group: - Personalized discussions to meet your firm's unique needs. - Customized strategies for maximizing potential. - Direct guidance from industry experts. - Price: $10,000 per PEG. Full Evaluation: - Dive deep into your firm's goals with expert analysis. - Receive a roadmap for leveraging private equity partnerships. - Secure personalized consultation for your firm's growth. - Price available upon inquiry. To reserve your place, call 1-844-922-8326 or visit https://lnkd.in/gPE2_4QE Stay tuned for further details on how to seize this opportunity for unparalleled growth. Don't miss out on your chance to thrive! 

Join me on Tales from the Trails as we enter the world of private equity with Duncan McEntyre, Vice President of Sales Operations at Blueprint Equity. Discover how Blueprint Equity’s uniquely hands-on approach directly supports the companies it invests in, offering invaluable resources as well as funding. Tune in to learn about the challenges and mission of this dynamic private equity firm, and why their level of involvement makes them a standout partner for growth-focused businesses. #TalesFromTheTrails #PrivateEquityInsights #BusinessGrowth #InvestmentStrategies

At Aurora Investment Counsel, we understand the unique challenges career professionals face, especially when it comes to managing company stock options. Take our client, a senior director at a national retail firm, for example. With no time to spare for financial intricacies, we stepped in to navigate his stock options, capital gains, and asset allocations. By coordinating with his CPA and company's plan manager, we ensured optimal decisions were made. Trust us to empower your financial journey, so you can focus on what truly matters. https://hubs.li/Q02rFGB50 #FinancialFreedom #InvestmentManagement #CareerSuccess

14 November at 10am I am looking forward to hearing an advisory and investor perspective on minority versus majority deals from Philip Olagunju MBA and Gemma Hamilton. If you are interested in learning more about the pros/cons/considerations between selling a slice of your/your clients' business and a full acquisition please sign-up using the form below. #corporatefinance #mergersandacquisitions #minority #privateequity

As we work across the world of Private Equity, there were a few things that struck me when people made the move.. Is Private Equity for you? https://lnkd.in/efuPmhCP

Having spent years working with private equity clients, we are delighted to have added to our offering in this space by welcoming Peter Keller to Venari Partners! We are thrilled to have added valuable experience to our private equity team – and now that Peter has well and truly settled in, we thought it would be a good idea to outline his experience in this sector while providing an overview of the market and what to expect as we expand our PE offering. Why is it more important than ever for PE firms to drive value creation through adding talent? Check out the article for more on Pete’s career to date, the state of play for PE right now, and how having the right talent strategy can pay dividends. #privateequity #industrials #executivesearch #talent

We're excited to share the following interview with Josh Notes and Phil Maffei on the essentials for smart investing! Josh and Phil work with zant as fractional CFOs, and we couldn't be more grateful for their help and support. Read more below! #investing #zantCommunity https://lnkd.in/eSwryTPJ

Private Equity Operations (1/2; number two will follow next week…)   We’re deeply convinced that you cannot invest in companies without operational support. That means hiring someone and sending him in for support in portfolio companies – not for controlling or sniffing around. If you don’t do that as an investor you can be lucky in good times but you won’t improve the companies that you are investing in (do you really think that your job is done at closing?) and when things go wrong you cannot react and realize too late. Also you cannot have Portfolio Operations sitting in the cosy GP offices all day. I’d like to have those guys labeling storage places instead of playing with Excel all day.   That’s the difficulty at the lower end of the market: You need to send in and pay for a manager even if the starting company is a small-cap to begin with. I once read an investor presentation of a German “Mittelstand” fund that claimed to be very close to its portfolio companies reading very carefully its quarterly report and doing a strategy session with the management every year. Well, good luck with that!   Now at Family Trust we’re lucky having hired our own Portfolio Operations Team – now consisting of six external team members separate from our investment team and the GP. You can’t individually attribute value creation but I’m sure it makes the difference between good and stellar returns.   # Private Equity Operations # turning small-caps into mid-market champions   PS: As for the picture… yes, we had a company event with everyone, people love to brag about that on Linkedin. I just couldn’t think of a fitting Portfolio Operations picture. Family Trust Investor FTI GmbH Jörg Dockendorf Markus Bauer Konstantin Gatti Jan Pfeiffer Adrian Favro Kevin Schmidt

📈 PE-Backed PortCo Friends 📈 🚀 Please take 10 minutes to help shape the future of PE governance. We are underway with our 3rd Annual FALCON and PrivateEquityCXO Top 50 PE Firms for Executives research. Year 1, we got some attention. Year 2, lots of sponsors asked to get involved. And as we head into Year 3, we have more engagement from private equity firms than ever. What's the point? They and interested in your feedback so they can improve the way they hire and govern. That's a good thing for execs. PE-backed assignments are tough enough as is, and nearly impossible when the fit between sponsor and management is off. We need your help because our report is 100% based organic survey results from execs, with zero pay-to-play for sponsors. PE firms will always be demanding and rigorous. But the best sponsors for execs: a.) are honest with themselves about how they govern, b.) have a consistent approach from deal team to deal team, AND MOST IMPORTANTLY... c.) most effectively hire executives who can thrive within their particular model. Take the ANONYMOUS survey here: https://lnkd.in/eNm7SBYM This is the first post in a series on this topic. Looking forward to sharing follow-up posts on each of the 9 Dimensions of Governance that can help PE firms and execs vet for fit, together! All of us want the same things, a high velocity journey to a lucrative liquidity event that generates proceeds for all. Our research is in support of this cause. Thank you friends!

Generational change…what a ride…6 months long project…and yet still there helping out! In the end, we assist shareholders, managers, and families in business to focus on value: to create it, to pass it on, or to monetize it!! This time we helped the current generation to pass on the family business to the new one…by identifying the more suitable legal instrument to make it happen, analyzing and reviewing the governance system, ...and many, many more... ...and from now on, we will assist them to be ready for the new role, and with the implementation…we will stay alongside the company and the new generation… ...value creation!!! #valuecreation #generationalchange #familybusiness #financeforcompanies #financeforfamilies #financeforreal #domore #strategiccorporatefinance