Trivest Partners

FEBRUARY 15, 2023

MIAMI, FLORIDA – BluWave , the business builders’ network for private equity grade due diligence and value creation needs, announced today that Trivest is a recipient of the 2023 Top Private Equity Innovator Award for the second consecutive year. Templeton, managing partner at Trivest.

Due Diligence 40

Due Diligence Private Equity Firms Private Equity Firms Consultants 40

Udu

MAY 24, 2023

Private equity valuation best practices provide guidance and critical insights on how firms weigh various factors to value a company and assess its potential growth. Conduct thorough due diligence Comprehensive due diligence is critical to obtaining accurate and reliable information about the target company.

Due Diligence 40

Due Diligence Best Practices Leveraged Buyouts Collateral 40

Diamond Consultants

JUNE 21, 2022

Advisors often wonder if there’s a right time to embark upon the due diligence process. If the gap is big enough and important enough to justify the hassle of a move, then it makes sense to begin due diligence. Best practices to consider. But it doesn’t have to be that way. What’s in it for them ?

Due Diligence 52

Due Diligence Education Best Practices Legal 52

Axial

JULY 13, 2023

During this time, buyers conduct a full due diligence process, while continuing to have meetings with the company’s management team to better understand the business. While the LOI is not binding and the transaction terms will be finalized only in the purchase agreement, it is best practice to include all critical terms in the LOI.

Due Diligence 52

Due Diligence Bidding Prospects Best Practices 52

Pension Pulse

JUNE 1, 2023

A unique collaboration to build sustainable finance Innocap, a global leader in managed account platforms, will act as the investment fund manager for the Investi Fund and will provide a rigorous institutional framework for due diligence, risk management, and ongoing monitoring.

Financing 52

Financing Finance Due Diligence Funds 52

Private Equity Wire

JULY 10, 2023

Our team works with reputable third party experts in pre-acquisition due diligence and through our ownership to identify potential cost and energy saving opportunities. Pursuing green financing allows us to receive preferential pricing on these efforts while keeping our portfolio sustainable.

Due Diligence 52

Due Diligence Best Practices Leveraging Education 52

Diamond Consultants

JANUARY 17, 2023

For those who fall into this category, the notion of affiliating with an Office of Supervisory Jurisdiction (referred to as an OSJ) is likely to come up during due diligence. Yet, plenty of advisors want an even greater level of support—not to mention a sense of community.

Due Diligence 52

Due Diligence Stakes Best Practices Leveraging 52

The Motley Fool

NOVEMBER 3, 2023

For those of you who are not familiar with our Presidents' Meeting, it is an annual event Main Street hosts for which we invite our lower middle-market portfolio company leaders to Austin for a two-day event to network and relationship-build, share best practices, learn from each other, and benefit from being part of Main Street's portfolio.

Capital 100

Capital Securities and Exchange Commission (SEC) Asset Management Assets 100

The Motley Fool

FEBRUARY 28, 2024

In just three months, DLA Piper applied C3 Generative AI to reduce the time it takes to create over 200-point due diligence analyses of limited partner agreements, and it reduced the effort by 80%. DLA Piper is using generative AI to significantly reduce the labor associated with limited partner agreement due diligence.

Liabilities 130

Liabilities Due Diligence Professional Services Legal 130

Pension Pulse

JANUARY 23, 2024

What progress have you made on implementing social impact and inclusion into your due diligence processes? It encourages the adoption of best practices in diversity and inclusion, the reflection of those priorities in corporate culture, and the collection and analysis of demographic data.

Investing 59

Investing Mergers and Acquisitions Assets Due Diligence 59

Private Equity Wire

APRIL 23, 2024

PARTNER CONTENT Private markets-focused software provider Quantium draws on two core domains for its success – an impressive foundation of industry expertise, and next-generation investment management software that sets new best-practice standards for GPs globally.

Best Practices 78

Best Practices Due Diligence Debt Legal 78

Axial

FEBRUARY 27, 2024

We are able to complete due diligence with limited information. Argonaut looks to partner with management teams to improve operations, implement best practices and generate shareholder value. We know how to operate in situations that are not “packaged” for sale.

Private Equity Firms 59

Private Equity Firms Private Equity Firms Buyout Mergers and Acquisitions 59

The Motley Fool

MAY 1, 2024

And then there is an opportunity that we're focused on to more globalize the business, and that's taking best practices from each market in terms of what their expertise is, and taking that to other markets to see if we can drive additional efficiencies there. For example, in the U.S.,

Assets 130

Assets Leveraging Capital Debt 130