Woods Oviatt Gilman LLP’s Post

The Financial Times has published an interview with Jacob and Marcus Wallenberg, in which they discuss the ongoing work with the succession planning and how the Wallenberg Ecosystem is expected to continue developing going from the fifth to the sixth generation of the family. Investor AB's Chair Jacob Wallenberg says: “At the end of the day, we are not growing younger. What we are doing is trying to prepare for the future, trying to prepare for the next generation. Exactly how and when that happens, time will tell. But we are clearly taking steps by giving them these roles.” Read the full article here to learn more: https://lnkd.in/dG6JWqM6

Did you hear? Centri Business Consulting, LLC is hosting its inaugural Centri Capital Conference on April 22, 2025, at Nasdaq in NYC! Read our press release for the exciting details. #CentriCapitalConference #CapitalMarkets #Nasdaq #April2025 #Centri #TeamCentri

Coming April 22, 2025 – Centri Business Consulting, LLC's inaugural Centri Capital Conference at Nasdaq in NYC! Check out the exciting details in our press release. #CentriCapitalConference #CapitalMarkets #Nasdaq #April2025 #Centri #TeamCentri

This has me pumped to start another productive week! Did you hear? Centri Business Consulting is hosting its inaugural Centri Capital Conference on April 22, 2025, at Nasdaq in NYC! Read our press release for the exciting details. #CentriCapitalConference #CapitalMarkets #Nasdaq #April2025 #Centri #TeamCentri

Thank you to AdvisorHub for sharing our CEO Stan Gregor's thoughts behind the rise of M&A minority investments in the RIA space and the key considerations when evaluating a minority investor: control, monetization and growth. You can read the full article here: https://lnkd.in/essQF56k

BARBARIANS AT THE GATE? WELL, ASK THEM IN! In an echo of the storied saga from "Barbarians at the Gate," we at ABACON CAPITAL have chosen KKR not just to face the challenge but to embrace it with open arms by partnering with them in our strategic move to take Encavis AG private. To us, this collaboration is not just a business maneuver; it's a step into a future crafted with mutual respect, vision, and ambition. ❔ So, why KKR? Beyond their renowned financial prowess, KKR stands out for its deep commitment to building enduring partnerships, particularly with family-owned businesses. Here are the pillars that make KKR the ideal partner for us: ✔ Long-term Perspective: KKR's investment philosophy centers around long-term value creation, moving away from short-term gains to ensure sustainable growth and stability for its partners. ✔ Operational Expertise: Through Capstone, their advisory arm, KKR offers unmatched operational insights and strategic guidance. This isn't just about financial investment; it's about providing a holistic suite of services to foster growth, innovation, and operational efficiency. ✔ Global Network: KKR's extensive global network opens doors to unparalleled opportunities, market insights, and industry connections, enabling us to leverage a world of resources and expertise. ✔ Commitment to Sustainability: In today's world, sustainability is not just a buzzword but a business imperative. KKR shares this vision, embedding environmental, social, and governance (ESG) considerations into their investment strategy, which aligns with our commitment to responsible business practices. ✔ Flexibility and Innovation: KKR's approach is characterized by flexibility and innovative thinking. It tailors strategies to fit each partner's unique needs and objectives, ensuring that we are prepared for today's challenges and ahead of tomorrow's opportunities. As we embark on this transformative journey with KKR, we are not just taking a step towards growth; we are leaping into a future where our shared values, commitment to excellence, and vision for sustainable success. The Encavis deal represents a significant milestone in the implementation of ABACON CAPITAL's investment strategy. We will use a large portion of the proceeds to further invest in the German venture capital and startup ecosystem around the themes of Energy Transition, New Age Mobility, and the intersections of these two sectors with Deep Technologies, further solidifying our role in the decarbonization of our world. More to come!

With thanks to Private Equity International for this month’s deep dive on how #GPStakes helps to finance and drive best in class development in our industry

Our head of sales Stuart Mant was recently featured in IFA Magazine sharing his insight on the biggest growth opportunities and most common risks for investors when considering VCTS. Full article here: https://lnkd.in/egMvjKba #vct #investments #investmentsolutions #financialplanning #taxefficientinvesting

I am looking forward to facilitating a panel at IT BY DESIGN’s Build IT Live in Orlando, Florida, titled “Life with a PE: Good, Bad or Ugly?” alongside other leading #MSP industry pros including Kevin Cook, Glenn Mathis, President of Integris; Jake Spanberger, CEO of Entech; and Sam Levy, Partner at Drake Star. 🎙️ Key Panel Topics: 🔵 PE Dynamics Unveiled: Explore what PE investment means for MSPs, including typical structures and expectations. 🔵 Benefits of PE: Discover how PE can drive growth, foster innovation, and expand market reach. 🔵 Navigating Challenges: Understand potential pitfalls such as cultural shifts, operational changes, and governance issues. 🔵 Real-World Experiences: Gain firsthand insights from MSPs who have undergone PE investment or acquisition, sharing valuable lessons learned. If you're contemplating an acquisition, exploring PE investment, or simply want to learn about the process, this session will provide the insights you need to navigate the complexities of life with Private Equity. 📅 See you in Orlando! #InvestmentBanking #MergersAndAcquisitions #PrivateEquity

Jason Miller, CFP®, CPWA®, Chief Operating Office at Crewe Advisors, shares insights in Charles Paikert's Family Wealth Report article regarding private equity's increasing influence in the RIA sector. Highlighting the 2023 ECHELON RIA M&A Deal Report, Miller discusses the attractive nature of the recurring revenue model to PE firms and their significant role in industry consolidation. https://lnkd.in/ghzmmsTr