The Impact of Purpose-Built Technology Platforms on Capital Markets Professionals

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Throughout my life, I’ve always gotten really excited about the latest and greatest technologies. I remember thinking floppy disks were revolutionary. Now, neither my kids nor the junior analysts in my office even know what a floppy disk is, never mind the value it provided at the time. It’s no secret that technological advances have … Continued

The Five Must-Have People on Your CRM Task Force

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For most private equity firms and investment banks, the past two decades have been a period of overall growth and strong performance. A confluence of factors including higher deal multiples and an increasingly fragmented market have made it more difficult for these market participants to boast the same numbers. In response, countless capital markets firms … Continued

3 Key Principles to Follow When Rolling Out New Capital Markets Technologies Firm-Wide

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In this article, we examine the three fundamental principles to consider when rolling out a new technology. With hundreds of investors, advisors, and lenders faced with the need to make major internal technological shifts each day, these truths can help capital markets professionals decide what approach makes the most sense for their unique organization.

Ride the Strong Performance Wave Well Into 2019 with These 2 Dashboards

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According to a report released by Golub Capital last week, “U.S. middle-market private companies enjoyed the strongest earnings growth in years, propelled by high demand for products and services.” Those positive numbers have piqued the interest of private capital markets participants struggling to maintain consistency and order amidst geopolitical tumult. With almost half of U.S. … Continued

Why You’ll Need a Deal Management Platform for Sourcing Add-ons

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2018 was a monster year for deals. According to Pitchbook’s 2018 US PE Breakdown report, deal activity surpassed $800 billion for the second-highest annual figure ever. An interesting trend that the report uncovered is that, in 2018, “the proportion of deals sourced from other financial sponsors fell steadily for nearly a decade.” Even more specifically, … Continued

What’s on the Docket? Maintaining Transparency with a Firm-Wide Calendar

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No matter the size of your firm, there’s sure to be many moving pieces to many different deals at any given time. With the rush to close these deals before the holiday season is upon us, it’s critical that the team meet their deadlines and stay focused. For the leadership teams within private equity and … Continued

Why Do Your Deals (Still) Fall Apart?

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In 2010, Inc’s John Warrilow reported on the fact that private equity giant Riverside Company closed only 15 of the 4,228 acquisitions it considered in 2009. Around the same time, Harvard Business Review reported that over 50% of deals don’t close, or fall short of expectations. Undoubtedly, a lot has changed in the world of … Continued

The Top Three Reasons Your BD Travel is Less Productive Than It Could Be

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Business development “road warriors” know the challenges of on-the-road dealmaking all too well. From trains, to planes, to automobiles, it’s clear that copious amounts of travel will continue to be a huge part of the job for private equity and investment banking professionals. In a recent Mergers & Acquisitions article, Mary Kathleen Flynn and Demitri … Continued

The Most Important 100 Day Plan Your Firm Will Ever Create

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Private equity professionals are no strangers to the 100 Day Plan. While the strategy behind 100 Day Plans has evolved in the last 20 years, they are largely used today as a way to guide companies through the mess and uncertainty of integration, post-due diligence matters, business planning, as well as stakeholder and employee communications. … Continued