Are Your Sponsor Relationships Growing Stale?

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In the current competitive climate of the private capital markets, it’s easy to understand how and why an investment banker could be complacent: the universe of buyers is so large, and so diverse. Even small add-on deals are getting attention from sophisticated buyers with long-term roll-up plans. While the “if you build it, they will … Continued

Credibility: Where Reputation Meets Deal Origination

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In a recent interview with Mergers & Acquisitions, Eric Petersen of Abacus Finance said: “The private equity industry today is extremely competitive. There’s been a lot of capital raised, and a lot of funds, which is driving a very frothy market and making it very difficult for firms to differentiate themselves.”

Top Three Tips for Increasing Transparency Across Your Firm

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One major challenge facing investment banking and private equity firms today is transparency (or lack thereof). We’re constantly hearing that information share and cross-team coordination remain a huge hurdle for these firms to overcome, and that there’s few guide resources available for righting the course.

The More Dealmaking Changes, the More It Stays the Same

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Five trends detailing the dynamic, yet unwavering state of investing On any given day in the U.S., understanding the overall “health” of the private capital markets truly depends on who you ask. It’s increasingly important to have a keen eye towards the short-term bumps and hiccups that could become a major headache — and toward … Continued

The Ultimate Summer Reading List for Deal Professionals

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For most investors and private equity professionals, new dealflow and progress on existing deals tends to slow down slightly during the summer months. As any tenacious deal professional will tell you, however, the work is really never “done.” Even while out of office, or enjoying an early departure, there’s still plenty to do, and plenty … Continued

Top Three Ways to Institute a More Meticulous Investor Relations Function

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Thanks to ever-present competition, the diversification of investor types, and the specific, incessant demands of LPs, investor relations (IR) managers are tasked with wearing many hats. One needs only to look to the modern market’s volatility to know that the role of IR manager has changed a great deal in the last decade.

Top Three Best Practices for Lender Coverage

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For seasoned deal professionals, the majority of deals work out between two or more parties and the transaction closes as planned. But in other instances, an investment banker or fund manager’s M&A rolodex falls short. Especially for a more complex deal, new lending relationships become necessary very quickly. Far too many investment bankers and private … Continued

Building a Buyers List (While Avoiding Deal Landmines)

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From the seller’s motivations, to the perceived value of the product/service, to the fate of the employees, to the existence of bad debt – it’s extremely difficult for investment bankers to close any given deal given all the potential landmines. While some twists and turns may be unavoidable, the process of building a buyer’s list … Continued