Private Equity Insights

JUNE 28, 2023

Landmark Management has sold a 40% stake to Rosemont to help the firm’s founder execute an internal succession plan. Private equity firm Rosemont Investment Group has acquired a 40% stake in Landmark Management, a New York-based multi-family office that oversees about $4.5bn in non-discretionary client assets.

Stakes 130

Stakes Private Equity Firms Private Equity Firms Due Diligence 130

Axial

JANUARY 18, 2024

Prepare for due diligence. Be ready for due diligence, which means organizing your financials as much as your legal documents. To dive deeper into sell-side due diligence, check out the two resources below. And while family offices can be fantastic partners, so can private equity firms.

Due Diligence 64

Due Diligence Private Equity Firms Private Equity Firms Education 64

Fortune Financial

AUGUST 7, 2023

Private Equity Private equity is a form of alternative investment that involves investing in privately-held companies. It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms.

Hedge Funds 52

Hedge Funds Portfolios Due Diligence Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

Private Equity Private equity is a form of alternative investment that involves investing in privately-held companies. It encompasses strategies such as venture capital, leveraged buyouts and investing directly in publicly-traded private equity firms.

Hedge Funds 52

Hedge Funds Portfolios Due Diligence Leveraged Buyouts 52

The Private Equiteer

SEPTEMBER 20, 2022

But with the increasing hiring of candidates from management consulting (and other non-banking) backgrounds and the recruiting cycle arms race, some self-study is warranted for aspiring private equiteers. At minimum, I would expect a new associate to be able to put together a simple LBO or three-statement model quickly based on a CIM.

Due Diligence 52

Due Diligence Private Equity Firms Private Equity Firms Investment Banking 52

Pension Pulse

SEPTEMBER 6, 2023

Regulators are pushing private equity firms to do a better job when it comes to valuing their assets. Carolina Mandl and Chris Prentice of Reuters report US SEC overhauls rules for $20 trillion private fund industry: The U.S. In fact, there is already legal pushback from the industry.

Hedge Funds 64

Hedge Funds Securities and Exchange Commission (SEC) Pension Funds Funds 64

The Big Picture

JANUARY 24, 2023

BARRY RITHOLTZ, HOST, MASTERS IN BUSINESS: This week on the podcast, I have an extra special guest, his name is Steve Klinsky, and he has an absolutely storied history in the field of private equity. So I did my thesis on how leveraged buyouts work from the legal and the business side. KLINSKY: Yeah. There are now over 5,000.

Leveraged Buyouts 103

Leveraged Buyouts Private Equity Firms Private Equity Firms Mergers and Acquisitions 103

Pension Pulse

MAY 8, 2023

For all the years the investigation found child labor, PSSI has been owned by Wall Street's Blackstone--the largest private equity firm in the world. Blackstone told us "extensive pre-investment due diligence showed PSSI had industry-leading hiring compliance."

Due Diligence 52

Due Diligence Pension Funds Education Mutual Funds 52

Axial

MAY 4, 2023

We work closely with our client’s financial and legal advisors. Our team has advised on over $2 billion of successful transactions with private equity firms, high net-worth individuals, and public companies. Our clients are privately-held businesses in a variety of industries throughout North America.”

Investment Banking 52

Investment Banking Investment Banks Mergers and Acquisitions Banks 52

Indigo Marketing Agency

OCTOBER 25, 2019

Combine that with the fact that some of the coolest, newest technologies are allowing us to add value beyond a doubt, whether it’s getting into the banking business and disintermediating poor cash that banks are providing, legal document production, financial cognitive testing for clients. Then you can start to back in. Go out there.

Assets 52

Assets Due Diligence Private Equity Firms Private Equity Firms 52