Financial Poise

Articles tagged: Private Equity

Hiring an Investment Banker

6 Considerations for Business Owners When Hiring an Investment Banker

When it’s time to sell, you need to hire an investment banker that can best tell your story to investors. Get tips for evaluating bankers.

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Aligning Company and Fund Goals

Psychology of a Private Company Board in Fund-Owned Businesses

The board of directors has a fiduciary duty to the interests of the company and owners, so how does it handle fund-owned businesses?

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Private Equity Investing

90-Second Lesson: How Does a Private Equity Fund Work? Explaining Sponsors, General Partners and Limited Partners

Private equity funds can be complex. This brief guide explains the key players in PE firms, including general partners vs limited partners.

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Discussing Private Equity with Employees

Private Equity Exits: What Employees Should Know

The complexities of a PE exit can be scary for employees who are evaluating their job security during a business sale. What should you know?

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Alternative assets go mainstream

Beyond the Fringe: Alternative Asset Classes Go Mainstream

Alternative asset classes are going mainstream thanks to recent legislation and fewer publicly traded companies, but are retail investors ready?

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smart watch, used in an analogy about the first mover disadvantage

The First Mover Disadvantage: Why the Early Bird Doesn’t Always Catch the Worm

Pebble was once a promising leader in smartwatches until Apple entered the market. Pebble teaches early investors a lesson in the first mover disadvantage. 

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two men sit at monitors, representing four types of private equity investments

Fundamentals of Corporate Structures and Their Effects on 4 Types of Equity Offerings

Four types of equity offerings issued by LLCs & corporations have benefits & drawbacks for investors. Learn about stock, LLC units and convertible debt.

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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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a tulip emerges, representing startup growth potential

3 Categories of Startup Growth Potential

There are three categories of startup growth: lifestyle, middle market and high-growth. Growth potential is the key for investors seeking high ROI.

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woman with a laptop, representing a due diligene checklist

5 Questions Investors Should Ask Before Making a Private Equity Investment

A private equity investment is a major risk for individual investors. Follow this due diligence checklist to evaluate opportunities before you invest.

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