Whitman Transition Advisors LLC’s Post

If you haven't registered for the Private Equity Summit yet, now's the time! https://lnkd.in/gDnFKYAz Join me and other industry leaders as we dive into crucial strategies and insights that can significantly enhance your firm's approach to growth and investment!

Explore how private equity can transform the business development landscape for CPA firms. Don't miss this engaging Q&A with Angel from Cherry Bekaert, led by Richard Shippee of Whitman Transition Advisors LLC. Discover the advantages of collaborating with private equity firms to enhance your growth strategies. Check out the full article in the Summer 2024 edition of Association for Accounting Marketing (AAM) Growth Strategies. https://okt.to/MFQjKC #PrivateEquity #BD #CPAFirms

Interesting read on the continuing trend of PE-backed RIA firms and consolidations, reinforcing my satisfaction and values to be at a family and employee-owned firm.

“Securing exits will be the top priority for sponsors in 2024-25 as they need to return cash to LPs and stimulate fundraising.” With record amounts of dry powder to invest and mounting pressure to return money to investors, will there be an increased appetite for acquisitions and heightening competition for assets in the months to come? In the May 2024 edition of Financier Worldwide Magazine, our New York-based M&A partner Romain Dambre discusses strategies PE firms are using to finance deals, how they are creating value and generating returns from portfolio companies, the legal and regulatory issues shaping the PE industry, and the outlook for PE dealmaking. Read more here. #FinancierWorldwide #PrivateEquity #M&A

“Securing exits will be the top priority for sponsors in 2024-25 as they need to return cash to LPs and stimulate fundraising.” With record amounts of dry powder to invest and mounting pressure to return money to investors, will there be an increased appetite for acquisitions and heightening competition for assets in the months to come? In the May 2024 edition of Financier Worldwide Magazine, our New York-based M&A partner Romain Dambre discusses strategies PE firms are using to finance deals, how they are creating value and generating returns from portfolio companies, the legal and regulatory issues shaping the PE industry, and the outlook for PE dealmaking. Read more here. #FinancierWorldwide #PrivateEquity #M&A

“People don’t necessarily realize how much the ownership structure of an advisory firm can affect how a company operates,” says Arnerich Massena, Inc Senior Wealth Strategist Glen Goland, JD, CFP®. “Who does your advisor answer to ― is it a group of shareholders, private equity investors, or company partners? That matters when it comes to their priorities and serving your interests without conflicts.” We want to help people understand the influences advisors might be subject to and how to assess what that means when it comes to how they advise their clients, which is why we have published The Right Fit: Why it matters and how to find it, a paper that offers guidance on what to look for and how to align your choice of advisor with your goals and priorities. Read and/or download the paper at https://lnkd.in/gD9VRgMN #findinganinvestmentadvisor #chooseanadvisor

In case you missed it, I recently hosted an insightful Deal Talk webinar with Hugh MacArthur, Chairman of Bain & Company's Global Private Equity Practice. Hugh shared his expert views on the evolution of the private equity industry, current market dynamics, and strategies for overcoming challenges. I really enjoyed the session. You can catch up on this insightful discussion by watching the recording on our website: https://moonfa.re/4erMwH1 #PrivateMarkets #PrivateEquity #DealTalk #Webinar #Bain #Finance #InvestorEducation

Check out Grant Thornton's latest featured article on private equity deals in The Times. Gain insights into the trends and opportunities shaping the industry. #GrantThornton #PrivateEquity #DealInsights https://ift.tt/IMZ4WQ3

What crucial insights should I gather in my PE firm meeting? Answers: https://lnkd.in/ggde4z63 #PrivateEquity #BusinessGrowth #StrategicAcquisition Hi everyone! I'm gearing up for an important meeting with a private equity firm tomorrow, and I could use your insights. This PE firm holds a significant stake in my main competitor, and the reason for our meeting revolves around my competitor's "strategic interest in acquiring my business." 🤔 Here's the scoop: My business is two years old and on track to hit around $350k in revenue this year, with ambitions to grow beyond $1M in just two years. 💪 With that in mind, I'm anticipating they’ll want to dive into financials and business details during our discussion. **Here’s where I need your advice:** 🔒 What kind of sensitive information should I be cautious about sharing? It’s crucial that I protect my business's interests. 📊 If they do ask for financial details, what key metrics should I highlight that would intrigue them but not expose too much vulnerability? 🛑 Are there potential pitfalls I should avoid in the conversation to keep the focus beneficial for me? 🔍 What kind of takeaways should I be aim...

Has a private equity firm approached you with an offer that seems too good to be true? Before you say yes, have you considered the fine print? At Oaklyn Consulting, we understand that making capital decisions can be overwhelming. That’s why we provide expert guidance for small to mid-sized organizations to help you make the right decisions that will shape the future of your business. Don’t be swayed by money alone — learn all about our private equity solutions: https://lnkd.in/eV-4fu_5 #PrivateEquity #GrowthCapital #BusinessInvestment