By Hena Lees, Private Equity Law Report Diversity, equity and inclusion (DEI) is a key agenda item for alternative asset managers in 2021 and the foreseeable future. Recently, there has been a keen focus on what DEI means and why it is important, but perhaps less discussion about the practical steps and actions that managers…
Market trends affecting investor-backed private companies The Road to Next series explores investment trends defining the private financial markets and covers strategies, liquidity concerns, market dynamics, and more. Our latest edition reviews fintech’s role in deepening expansion stages, growing interest in the cryptocurrency space, and how organizations can find a competitive advantage through compliance. A…
Initial stock offerings are skyrocketing, heightening pressure on private companies to prepare to go public. The to-do list is long, covering management to financial systems to future performance projections. Many organizations don’t realize that private equity (PE) investors can be a valuable resource. The IPO window is open The floodgates have opened for late-stage growth…
By Jason Menghi & Heather Gates, Deloitte How private equity (PE) investors can help Initial stock offerings are skyrocketing, heightening pressure on private companies to prepare to go public. The to-do list is long, covering management to financial systems to future performance projections. Many organizations don’t realize that private equity (PE) investors can be a…
By Jason Menghi & Kristen Sullivan, Deloitte Incorporating ESG strategy across investment portfolios may open access to capital With the current shift in capital markets and a shrinking public company market, private equity has become a mainstream investment option among large institutional investors. Accordingly, private equity investors (PEIs) need to be considerate of stakeholders’ needs…
By Diane Swonk, chief economist, Grant Thornton Orders for durable goods orders plummeted 1.1% in February after rising an upwardly revised 3.5% in January. Unusually harsh winter weather across the South and the oil patch took a toll on manufacturing activity during the month, delaying shipments into March. Aircraft orders more than doubled but are…
By Eric Gronroos, Baker Tilly Just as cryptocurrencies like Bitcoin are starting to make news again and exciting investors, custodial broker-dealers continue to seek clarity on the ability to maintain custody of the digital assets under Rule 15c3-3. On Dec. 23, 2020, the Securities and Exchange Commission (SEC) issued a statement and request for comment…
By Kristen Hughes, Baker Tilly On Feb. 12, 2021, the U.S. Securities and Exchange Commission (SEC) released an order extending the reporting deadline for certain smaller broker-dealers. Typically, broker-dealers registered with the SEC are required to file a financial report and a compliance report, or an exemption report alongside reports from a registered independent…
By Christine Idzelis, Institutional Investor Blank-check companies create competition for deals — but buyout firms are also benefitting. The rise in blank-check companies — a boon to private equity firms looking to cash out from their deals — is worrying some managers. “It feels a little bit like a gold rush to me,” said James…
By Diane Swonk, chief economist, Grant Thornton The U.S. economy grew at a 4% pace in the fourth quarter of 2020 after surging 33.4% during the third quarter. That marks two consecutive quarters of gains, which many use as a rough rule of thumb to declare the economy in a recovery instead of a recession….
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