Adrian Duran, MBA的动态

Thinking about private equity for your business? While it might seem like a dream scenario, it's important to weigh the risks and benefits. In our latest thought leadership piece from Jason Solomon, our VP of Partnerships, we dive into the potential pitfalls of private equity and offer practical advice for evaluating whether it's the right move for you. Check out the full article https://buff.ly/3zlj8mI for key insights and tips! #PrivateEquity #BusinessGrowth #FinancialStrategy #ThoughtLeadership #ForaFinancial

When navigating raising Debt vs. Equity - knowledge is power. Both options are essential to a thriving economy, but what is right for your business or your client?

Most financial institutions face a common challenge - a lack of succession planning. This is the driving force behind most decisions to sell. Thank you, Paul Ouweneel, CFA, CPA, CFP? for sharing your valuable industry intelligence and highlighting how Wipfli is helping clients navigate this challenge. At Wipfli, we understand the importance of succession planning and work closely with our clients to develop effective strategies to ensure a smooth transition of leadership. #valuation #buysideduediligence #sellsideduediligenve #successionplanning #financialinstitutions #leadershiptransition #WipfliCPAsandConsultants

Octopus Investments ?? reshuffles senior leadership team in business restructure. Benjamin Davis. Erin Platts. Lieven Debruyne. Simon Rogerson. Octopus Investments has restructured its internal operating model and leadership team, bringing with it a fleet of changes to its senior management staff, Investment Week has learned. Check out Eve Maddock-Jones's latest article ?? https://incm.pub/3WfvtSa #investing #assetmanagement #wealthmanagement #finance

Private equity dynamics can lead to an us-versus-them mentality, but pointing at the board can diminish a CEO's credibility and authority. Discover more pragmatic leadership lessons in our Art of Leading interview with Michelle Noon, founder and Managing Partner of Clearhaven Partners. ?? https://hubs.la/Q02MMgkc0 #BoardRelations #LeadershipCredibility #PrivateEquity

The opportunity - but not the guarantee - that comes with starting a new firm in an established industry is to reinforce what we know works well (partnership, alignment of interests, “win together” ethos) and aim to leave behind things that work less well (us vs them, intention guessing) with our companies and management teams. We at Clearhaven Partners are humbled each day to work with thoughtful portfolio company leaders with whom we share strong alignment on our companies’ next stage growth objectives. #tech #privateequity #partnership

Did you know? LinkedIn is a powerful platform for real estate professionals to establish thought leadership and industry expertise. ?? Position your brokerage as an industry leader on LinkedIn: Schedule a 30-min video call :- https://lnkd.in/dxZvQmkH? #ThoughtLeadership

Is your PE firm ready for the new talent landscape? In today’s competitive and challenging economic environment, we believe maintaining the same team structures and competencies won’t deliver the best results. Private equity firms need broader expertise beyond financial engineering to thrive. Discover how evolving value creation levers demand new competencies and why a blend of consulting, operational, and entrepreneurial experience is now essential in this article from group Chief Strategy Officer Samuel Robberts https://bit.ly/3LSiDn2 The LCap Group brands are Altus Partners, Drax Affinity, Drax Executive, Rowan, Leadership Dynamics and PACE #leadership #leadershipdevelopment #privateequity

This Friday, at the Attorneys for Family-Held Enterprises (afhe) Fall Conference Bradley J. Franc and Clifford Rowe (former CEO and current Executive Chairman of PJ Dick) will present how Cliff successfully transitioned the family business from the second to the third generation: "The PJ Dick Story: Finding their Process in Succession" Cliff Rowe took the helm from the founding generation and transformed Pj Dick and companies into an example of success and innovation. Under his leadership, the company not only expanded its reach but also fortified its reputation for excellence and reliability in the construction industry. The transition from one generation to the next is often fraught with challenges. However, Cliff facilitated a successful succession, with the use of The Succession Solution, a unique process developed by Brad Franc. This process is a structured framework that ensures the continuity of effective leadership while preserving the core values and vision of the company. This case study will serve as an inspiration and a practical guide for other leaders and companies looking to implement successful succession planning. Should you wish to attend, please get in touch with the AFHE. #successionplanning #PJDick #nextgeneration #transitionplanning

I am looking forward to joining Clifford Rowe at the Attorneys for Family-Held Enterprises (afhe) Fall Conference this Friday. We shall be discussing how PJ Dick, through the use of The Succession Solution, successfully transition to the next generation of leaders. We shall address the obstacles we faced and how the family was able to overcome those obstacles which allowed the next generation a clear vision to lead the company. #successionplanning #transitionplanning #nextgeneration