Research & Development (R&D) Tax Credits: Hidden Benefits
Release Date: 09/10/2018
How Infrastructure Is Powering the Democratization of Private Markets
Private Equity 360
As private markets continue to grow and evolve, infrastructure has emerged as the driving force behind improved access, transparency and scalability. Bob Brown, Founder of , shares their perspective on why digital infrastructure has become the backbone of modern private markets, how technology is democratizing access for a wider range of investors and the key trends shaping the ecosystem today. We also explore what the future may look like as platforms, data and automation converge. This conversation offers valuable insights for fund managers, LPs, wealth advisors and anyone tracking the...
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A Contrarian Approach to Real Estate Investing
Private Equity 360
In this episode of Private Equity 360, we sit down with Jeffrey Karsh, Founder and Managing Partner of Tryperion Holdings, for a thought-provoking discussion on taking a contrarian approach to real estate investing. In an environment where many investors follow the herd, Jeff shares how Tryperion seeks opportunity in dislocation—leveraging patience, discipline and deep market understanding to find value where others overlook it. About Our Speakers: Bob Woosley, National Private Equity Practice Leader, | Jeffrey Karsh, Founder and Managing Partner, |
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Rethinking Talent in the Age of AI
Private Equity 360
As artificial intelligence (AI) reshapes industries, private equity firms are rethinking not just the businesses they invest in, but the people they bring into their own firms. In this episode of Private Equity 360, we sit down with Ron Blaylock, Founder and Managing Partner of , and Katie Fullalove, Principal at GenNx360, to explore how AI is redefining the skill sets and mindsets PE firms are prioritizing when recruiting top talent. Ron shares his perspective on the emerging value of creativity, entrepreneurial thinking and relationship development in a...
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Corporate Carve-Outs Done Right
Private Equity 360
In this episode of Private Equity 360, we explore one of the most complex — and potentially rewarding — transaction types in private equity: the corporate carve-out. Josh Adams, Partner at OpenGate Capital, joins host Bob Woosley to share real-world insights on overcoming common challenges like tangled IT systems, leadership gaps and cultural misalignment. We’ll discuss proven strategies for operational separation, structuring TSAs, retaining talent and navigating cross-border complexities. Whether you’re an investor, operator or advisor, this episode offers a playbook for getting...
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Beyond the Mainstream: How Niche and Uncorrelated Investments Unlock Value
Private Equity 360
In this episode of Private Equity 360, host Bob Woosley is joined by Jeff Collins from to discuss the power of niche and uncorrelated investments in today’s private equity landscape. While many firms chase traditional middle-market deals, Cloverlay has built a reputation for uncovering under-the-radar opportunities that provide strong returns independent of economic cycles and public market trends.
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Supply Chain Compliance Risk in the Mid-Market: How the Banking Industry Is Leaning In
Private Equity 360
In this episode, we explore the growing pressures on mid-market companies to address supply chain compliance and sustainability risks. FD's Bob Woosley and Lou Raiola are joined by 's Stephen Uwazota and Chris McDaid to discuss how the banking industry is stepping up to support these businesses, from assessing emissions data to offering financial incentives for climate goals. Discover the challenges, strategies and opportunities for mid-sized companies navigating new compliance landscapes and the financial resources available to help them succeed.
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Building Success in Consumer Brands: A Private Equity Partnership Story
Private Equity 360
Explore the partnership between and , a fast-growing, sustainable protein snack company. Bob Woosley, FD National Private Equity Practice Leader, is joined by Juan Marcos Hill, Stride Partner, and Pete Maldonado, CHOMPS Co-founder, as they share their insights on scaling a consumer brand, the importance of finding the right private equity partner and building a strong team culture. Learn how their intentional approach to product quality and collaboration is driving long-term success in the competitive consumer market!
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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...
info_outlineBob Woosley, National Private Equity Leader discusses R&D tax credits with Tommy Zavieh, National R&D Tax Credit Practice Leader.
Topics include the history of R&D tax credits, the qualifications, benefits and why you need a R&D tax credit specialist.