Research & Development (R&D) Tax Credits: Hidden Benefits
Release Date: 09/10/2018
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...
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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...
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.