Core Value #1 - Partnership. Here at Waterbrook Advisors we strive to keep our partners in all we do. In a world that is getting evermore individualistic, we truly believe in win-win results for all parties. We work with large private equity firms, groups of strategic buyers, and companies looking to acquire others. We believe in being there from sourcing the target, the due diligence process, to the close, and beyond. We truly believe that when our partners win, we win.
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Meet Jack Rodgers-Burns 💼 Jack is the Principal and head of the Portfolio team at Raw Selection, a Diligent Executive Search Firm! Jack says " The most interesting thing about Private Equity is that there's always something changing, there's always a new model and a new way of doing business and it's always interesting listening to different strategies." To find out more about Jack, watch this video: https://lnkd.in/eimnpxy5 #rawselection #privateequity #executivesearch #portfoliocompanies
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Check out the latest Buttonwood Due Diligence review - Madison Capital Group Holdings, LLC Madison Bees Ferry Road Pref, LLC. Access our in-depth due diligence review of the investment offering on the Buttonwood APEX site. Due Diligence at your fingertips! Log in or create your account today for full access to our third party reviews, ongoing due diligence reports, community forum, testing, and more. ButtonwoodDD.com > Click the APEX button *Available to broker dealers and registered representatives, registered investment advisors, wealth advisors, family offices, and approved users only. Please reach out to Buttonwood with any questions or to request access. #alternativeinvestments #duediligence #506b #investmentduediligence #brokerdealers #wealthadvisors #financialadvisors #multifamily #investmentresearch
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Check out the latest Buttonwood Due Diligence review - Madison Capital Group Holdings, LLC Madison Melbourne Preferred Investors LLC. Access our in-depth due diligence review of the investment offering on the Buttonwood APEX site. Due Diligence at your fingertips! Log in or create your account today for full access to our third party reviews, ongoing due diligence reports, community forum, testing, and more. ButtonwoodDD.com > Click the APEX button *Available to broker dealers and registered representatives, registered investment advisors, wealth advisors, family offices, and approved users only. Please reach out to Buttonwood with any questions or to request access. #alternativeinvestments #duediligence #506b #investmentduediligence #brokerdealers #wealthadvisors #financialadvisors #multifamily #investing
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Check out the latest Buttonwood Due Diligence review - Madison Capital Group Holdings, LLC South End Investors II, LLC. Access our in-depth due diligence review of the investment offering on the Buttonwood APEX site. Due Diligence at your fingertips! Log in or create your account today for full access to our third party reviews, ongoing due diligence reports, community forum, testing, and more. ButtonwoodDD.com > Click the APEX button *Available to broker dealers and registered representatives, registered investment advisors, wealth advisors, family offices, and approved users only. Please reach out to Buttonwood with any questions or to request access. #alternativeinvestments #duediligence #506b #investmentduediligence #brokerdealers #wealthadvisors #financialadvisors #multifamily #investmentresearch
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On Day 2 of #RIAEdgeWest, the session It Doesn’t Have to be a Secret, But it’s Confidential provided invaluable insights into the transactional journey in the M&A landscape. Jonathan P. Macy, Esq. of Hamburger Law Firm, Kim Kovalski of MarshBerry, Matt Regan of Wealthcare, and Michael Longley of Sanctuary Wealth explored what makes a seller appealing from a buyer’s perspective. Attendees left with actionable knowledge to navigate the complexities of successful deal-making. Whether you're a seller, advisor, or investor, understanding these dynamics is essential for elevating your approach to transactions. #RIAEdgeWest #MergersAndAcquisitions #WealthManagement #FinancialAdvisors #DealMaking
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Unlocking value through creative deal structuring is more crucial than ever amidst economic uncertainty. In this interactive panel, Thomas Kesoglou (Ice Miller LLP), Sam Snyder (Greyrock Capital Group), Bryan Rand (Rand & Co Holdings, Rob Kissling (Source Capital), Jay Sprague (Tamarix Equity Partners), and Jonathan Barnes (Star Mountain Capital) dive deep into innovative strategies that align incentives among independent sponsors, capital providers, employees, and management. Explore how to balance short-term and long-term incentives, identify and resolve conflicts of interest, and weigh the pros and cons of traditional fund structures versus deal-by-deal approaches. Watch now to gain actionable insights that will help you navigate today’s challenging environment and successfully push your deals over the line: https://hubs.li/Q02RZ3ry0 #ISS17 #DealStructuring #EconomicUncertainty
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On Day 2 of #RIAEdgeWest, the session It Doesn’t Have to be a Secret, But it’s Confidential provided invaluable insights into the transactional journey in the M&A landscape. Jonathan P. Macy, Esq. of Hamburger Law Firm, Kim Kovalski of MarshBerry, Matt Regan of Wealthcare, and Michael Longley of Sanctuary Wealth explored what makes a seller appealing from a buyer’s perspective. Attendees left with actionable knowledge to navigate the complexities of successful deal-making. Whether you're a seller, advisor, or investor, understanding these dynamics is essential for elevating your approach to transactions. #RIAEdgeWest #MergersAndAcquisitions #WealthManagement #FinancialAdvisors #DealMaking
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Small but perfectly formed? Or is it? Last week, in partnership with Birchwood Knight, we launched our report into the value of reputation in private equity. To understand more about what we found, email us at info@nepean.co.uk. #reputation #privateequity #commuications #research
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On Day 2 of #RIAEdgeWest, the session It Doesn’t Have to be a Secret, But it’s Confidential provided invaluable insights into the transactional journey in the M&A landscape. Jonathan P. Macy, Esq. of Hamburger Law Firm, Kim Kovalski of MarshBerry, Matt Regan of Wealthcare, and Michael Longley of Sanctuary Wealth explored what makes a seller appealing from a buyer’s perspective. Attendees left with actionable knowledge to navigate the complexities of successful deal-making. Whether you're a seller, advisor, or investor, understanding these dynamics is essential for elevating your approach to transactions. #RIAEdgeWest #MergersAndAcquisitions #WealthManagement #FinancialAdvisors #DealMaking
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Stellex Capital Management, a middle-market private equity firm, agreed to acquire a majority stake in Fox Brothers, a service provider to the construction and infrastructure industry. Financial terms were not disclosed. “We see strong potential in the company’s capabilities and resources and look forward to working together with management and our operators to deliver on our value creation plan. This acquisition aligns with our strategy to identify companies where we believe we can introduce operational expertise in an effort to drive growth and better leverage companies’ assets and resources,” Mark Redman, Stellex Managing Partner. Fox Brothers (led by Paul Fox) is advised by Grant Thornton (US) and Hill Dickinson LLP. Stellex (led by Mark Redman) is advised by A&O Shearman, Davis Polk & Wardwell LLP and Marketcom PR (led by Rosalia Scampoli). Link to the article in the comments. #MergersAcquisitionsDivestitures #Construction #Infrastructure
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