Merger & Acquisition Update
Private Equity 360
Jim Delvin, Managing Principal of Ducker Carlisle, joins host Bob Woosley to discuss the current outlook for M&A activity and share a deeper understanding of how the interest rate environment and economic forecasts are shaping valuations and influencing seller expectations. They will also explore the responses of both traditional and non-traditional lenders to the evolving landscape, shedding light on the strategies they're employing to adapt.
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How Culture Relates to Value Creation
Private Equity 360
Perhaps the most important element of portfolio company value creation relates to the culture and values of the people tasked with growing the business. How are private equity firms creating a compelling vision that attracts talent in this environment? What are the key lessons learned and takeaways from the seasoned professionals who have built successful businesses with culture being a guiding factor? In this episode of Private Equity 360, National Private Equity Practice Leader, Bob Woosley does a deeper dive on the “human capital strategy” of value creation with Doug McCormick, Managing...
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Corporate Transparency Act
Private Equity 360
The Corporate Transparency Act (CTA) will have a significant reporting and compliance impact on the private equity industry and their portfolio companies and it’s a good bet that most private equity firms are not fully aware and certainly not prepared for the impact of this law and the significant penalties for non-compliances. In this episode of Private Equity 360, National Practice Leader Bob Woosley discusses the impact of the CTA on private equity firms with attorney Jonathan Wilson. We encourage our private equity firm clients and friends to become educated on the CTA and...
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Minority Investment Funds
Private Equity 360
In this episode of Private Equity 360, FD’s National Practice Leader joins Jamie Elias Partner with Trivest Partners () and Scott Dols, CEO and Founder of Big Truck Rental to discuss the advantages of a non-control private equity transaction and the situations where that may be appropriate for certain businesses.
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The ESG Challenge and Opportunity for Private Equity Firms
Private Equity 360
In this episode of Private Equity 360, FD’s National Practice Leader joins Paul Yett, Director of ESG and Sustainability at Hamilton Lane (NASDAQ: HLNE) and Scott Kennedy President of Novata (), a public benefit corporation formed as a partnership of the Ford Foundation, S&P Global, Hamilton Lane and the Omidyar Network, to discuss how private equity firms are investor demands and portfolio company requirements related to ESG (Environmental, Social & Governance). Topics covered in this episode: How mid-market focused General Partners are addressing ESG How the Institutional...
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Technology Trends Impacting Private Equity
Private Equity 360
Private equity firms are being challenged by ever increasing demands for data from their investors and balancing their need for “real time” access to data versus the use of third-party fund administrators. The in-house technology capabilities and related operational sophistication of private equity firms are rapidly evolving. In this episode of Private Equity 360, FD’s National Practice Leader discusses the evolving technology trends in private equity impacting their strategic data plans, the emergence of platform based technology solutions and future trends...
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Evolving Trends in Diligence of Private Equity Firms
Private Equity 360
In this world of increased data and cyber-security risk, institutional investors have increased their awareness and due diligence requirements of private equity firms. FD’s National Practice Leader, Bob Woosley discusses the evolving trends in the diligence of private equity firms with Neal Prunier, Director of Standards and Best Practices at the Institutional Limited Partners Association (ILPA) and with Sabrina Serafin, national compliance expert and host of “Culture of Compliance.”
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A Revisit with Ducker
Private Equity 360
It has been almost a year since our episode with Ducker discussing the impact of the pandemic on the private equity industry. FD's National Practice Leader Bob Woosley revisits past predictions with Jim Devlin, Managing Director of Transaction Advisory at Ducker. Both take a look forward to what might be next, particularly relating to the "COVID effect" ono company valuations today and going forward.
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Cross-Atlantic Mergers and Acquisitions
Private Equity 360
What is the current state of cross-Atlantic mergers and acquisitions? Bob Woosley interviews transaction and investment experts for their perspectives. Learn how COVID-19 and Brexit affected M&A in 2020 and what the future holds for 2021 markets.
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Lift Out Strategy: A Case Study
Private Equity 360
As previewed at the 2020 Institutional Limited Partners Association (ILPA) Annual Summit, this case study delves into the strategy of “lifting out” a private equity firm’s back office and bringing that team into a third-party administrator. National Practice Leader, Bob Woosley discusses this strategy with FD Fund Administration CEO, Thomas DiEgidio, and FD fund Administration Principals, Andrew Huss and Jonathan Haidet.
info_outlineWith the world on pause because of COVID-19, what happened to planned mergers & acquisitions (M&A) during this time? Bob Woosley interviews two M&A advisory experts who provide insights on the current marketplace and how different industries were affected.
Guests:
Jim Devlin, Managing Director, DuckerFrontier, [email protected]
Scott Ulnick, Managing Principal, DuckerFrontier, [email protected]
Learn More:
www.duckerfrontier.com
www.fd-fa.com
www.frazierdeeter.com