Private Equity Archives - Financial Poise

A path diverging in a wood, representing an opportunity for divestment and ESG investors

Appetite for Divestment at Record High

March 9, 2020
/ Investors
/ By Michele Schechter

Tags: Mergers-Acquisitions-Integrations, Private Equity,

Divest to Grow The percentage of companies utilizing divestments doubled from 2017 to 2019. Executives and investors are learning that in order to increase value and grow their core business, they must keep up with changing consumer habits, new technologies, new capabilities and pressure from activists and ESG (environment, social and governance) investors. A divestment […]

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

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

March 4, 2020
/ Investors
/ By The Financial Poise Editors

Tags: Accredited Investors, Investing, Investors, Private Equity,

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.

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

Recognizing Special Situations in Private Companies

Tags: Business Management, Mergers-Acquisitions-Integrations, Private Equity, Risk & Assurance,

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

A hand reaches into the sea, as if optimistic about the future of a private equity investor

Are Investors Still Happy with Private Equity Performance?

February 7, 2020
/ Investors
/ By Kristina Parren

Tags: Alternative Assets, Investing, Private Equity,

Private equity investors say expectations were met throughout the last decade. Going into 2020, is private equity performance still meeting forecasts?

An open wooden door, representing opportunities for accredited investors in private equity

Heeding the Unicorn’s Call: How to Invest in Private Companies as Public Stocks Shrink

January 31, 2020
/ Investors
/ By John Bowens

Tags: Accredited Investors, Alternative Assets, Private Equity,

How Does the Average Investor Invest in Private Equity? Historically, private market investments have typically outperformed investments in public stocks. In addition, while private equity has grown from a $30 billion asset class in 1995 to more than $4 trillion today, the number of publicly held companies has dropped nearly 50% since 1996, according to […]

An RIA/Registered Investment Advisor talks with a client about their fear of private equity investments

Why Your RIA Fears Private Equity Investments

January 28, 2020
/ Investors
/ By Matt Niksa and Kristina Parren

Tags: Advisors, Alternative Assets, Financial Services, Investing, Private Equity,

RIAs Lack in Alternative Investment Offerings for Their Clients Registered investment advisors (RIAs) have never been the preferred vehicle for finding alternative investment opportunities, especially private equity. Large private equity funds are not easy to access, nor is private equity always easy to understand. But clients are becoming curious. In a 2019 RIA Sentiment Survey […]