Financial Poise

Articles tagged: PE

Holding money, representing the concept of carried interest

90 Second Lesson: Fees And Carried Interest, Private Equity Sponsor Compensation Explained

The distribution waterfall for private equity funds is generous to fund sponsors: after fees and carried interest, private equity compensation is over 20%.

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Are Investors Still Happy with Private Equity Performance?

Are Investors Still Happy with Private Equity Performance?

Private equity investors say expectations were met throughout the last decade. In 2023, is private equity performance still meeting forecasts?

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Cranes fly over a sunset, representing the desire for Limited Partners to find an exit strategy before General Partners are ready to sell up in private equity

The Delayed Private Equity Exit Strategy – What’s a Limited Partner to Do?

Private equity firms are focusing less on exit strategy and more on creating value to satisfy their LPs. Today’s investment horizon is longer than ever.

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Financial planning for women and wives

Women: It’s Time to Take Charge of Family Finances

  • Tags: PE,

Studies show a majority of wives are uninvolved in family finances. Here’s how advisors and spouses can address financial planning for women.

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start-up bro CEO on the phone asking his broker what is an angel investor and what are the benefits of angel investing

What is an Angel Investor and What Motivates Angels to Invest?

  • Tags: PE,

What is an angel investor and what is it not? Learn the difference between angels and VCs, as well as the financial and nonfinancial benefits of angel investing.

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IRA investments for families

6 Reasons Private Equity Makes a Great IRA Investment Option

A private equity IRA investment has its benefits, from tax advantages to increased diversification. Learn more about this IRA investment option.

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one opened tulip in a sea of buds, representing the concept of special situations in private equity

Recognizing Special Situations in Private Companies

  • Tags: PE,

“Special situations” affecting stock price, (i.e. bankruptcy or a spinoff company) can be more complicated for private companies, which tend to be illiquid.

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Several skyscrapers on Wall Street, representing the concept of private equity and Fund of Funds

Private Equity Fund of Funds: 2020 and Beyond

  • Tags: PE,

A private equity fund of funds or FOF gives investors access to otherwise selective funds, but can it compete with the wider PE market in the future?

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river running over rocks, representing deal flow, private investing, and crowdfunding

Finding Your Deal Flow in Private Investing

  • Tags: PE,

Discover the three ways to increase your deal flow as a private investor: personal referrals, groups and associations, and online platforms. 

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pushpins on a map, symbolizing investment strategy

5 Investment Strategies PE Firms Use to Choose Portfolio Companies

  • Tags: PE,

Private equity firms choose their portfolio companies by focusing their investment strategies on factors such as lifecycle, geography and industry.

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