Private Equity Archives - Financial Poise

Woman reads a book lakeside, hunting for an accredited investor definition

Are You Smarter Than a High School Dropout? Revising the Accredited Investor Definition

October 10, 2019
/ Investors
/ By Michele Schechter

Tags: Accredited Investors, Alternative Assets, Financial Literacy, Hedge Funds, Investing, Personal Finance & Investment, Private Equity, Venture Capital,

The SEC is considering wider access to private offerings. Does net worth equate to financial literacy, or should the accredited investor definition change?

a baited mousetrap, symbolizing private equity transactions

How to Attract Buyers in Private Equity Transactions

Tags: Mergers, Acquisitions, and Integrations, Private Equity, Selling Your Business,

Private equity buyers have priorities distinct from strategic buyers. Sellers make a private equity transaction more appealing by thinking like a PE buyer.

How Reliable Are Private Equity Valuations?

September 13, 2019
/ Investors
/ By David M. Freedman

Tags: Accredited Investors, Alternative Assets, due diligence, Private Equity, Valuation,

Public information can be scarce due to SEC reporting exemptions, making private equity valuations seem unreliable. Can upgraded guidelines fix it?

Private Property sign, symbolizing the exclusive aura around PE investments

Accredited Investor Installment 10: Private Equity, aka PE Investments

August 27, 2019
/ Investors
/ By Jonathan Friedland

Tags: Accredited Investors, Diversification, Investors, Personal Finance & Investment, Private Equity, Venture Capital,

Private equity investments, aka PE investments sound like an exclusive club. But many people are elibigle for this potentially lucrative investment vehicle.

Holding money, representing the concept of carried interest

90 Second Lesson – Fees and Carried Interest: Private Equity Sponsor Compensation

August 19, 2019
/ Investors
/ By The Financial Poise Editors

Tags: Accredited Investors, Alternative Assets, Private Equity,

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

Office workers in a high-rise symbolize JOBS Act Title II

JOBS Act Title II Drives Private Equity Options for Small Business Owners

August 15, 2019
/ Investors
/ By Sam Houghton

Tags: CrowdFinance, Crowdfunding, JOBS Act, Private Equity, Small Business,

The JOBS Act Title II allows entrepreneurs and small businesses to conduct general solicitation and advertising of a private equity offering.

Party in a swank office building, like those you'll find private equity fund managers populating.

90 Second Lesson – Private Equity Sponsor v. Private Equity Fund

August 14, 2019
/ Investors
/ By The Financial Poise Editors

Tags: Accredited Investors, Alternative Assets, Private Equity,

How is private equity structured? The PE industry includes private equity sponsors and financial sponsors who manage private equity funds.

lanterns rise into the sky, representing the ideas offundless sponsors

Fundless Sponsors Appeal to Individual Investors with Fewer Fees, More Specificity on Deals

August 12, 2019
/ Investors
/ By Karl Stark

Tags: Private Equity,

No up-front fees and more details about investments are two differences between fundless sponsors and more traditionally structured private equity funds.