?? Join us at Schwab IMPACT in San Francisco and don't miss our Founder & CEO David DeVoe moderate the Demystifying RIA M&A panel on 11/20 at 11:30am. Connect with Dave and DeVoe & Company President Tony Parkin, Managing Director A. Douglas Johnson and Special Advisor Ed Moore, CFP? to discuss the latest trends in RIA M&A! Reach out to schedule a meeting or drop by booth 1430 to chat with us. #SchwabIMPACT #RIA #mergersandacquisitions
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?? Unpacking the Success of Our IPO Retreat in Geneva! ? We are thrilled to have concluded our 2024 IPO Retreat in Geneva which took place on 23 April. This exclusive yearly event brought together Board Members, CEOs, and CFOs to dive deep into the intricacies of preparing for an Initial Public Offering. Here are some highlights and key insights shared: ? In-depth Discussions: Our round-table discussions on IPO Strategy, Success Factors, and Readiness Assessment provided attendees with practical insights and actionable advice, directly from those who've successfully navigated the journey. Expert Guidance: A special thanks to our knowledgeable guest speakers and EY specialists, including representatives from SIX, Swiss Stock Exchange, and seasoned C-level executives who shared their invaluable experiences and tips. Networking Opportunities: The event also offered a fantastic platform for networking, allowing participants to connect with industry leaders and peers in an engaging setting. ? We deeply appreciate the contributions of everyone involved, especially our speakers and the enthusiastic participants who made the retreat a resounding success. ? Looking ahead, we are excited to announce our next IPO Retreat scheduled for 16 September in Zurich. If you are interested in learning more about our next retreat or would like to discuss the possibility of an invitation, please reach out. ? Are you considering taking your company public? What are the key challenges or concerns you have about the IPO process? ? #IPO #FinanceLeadership #BusinessTransformation #EYEvents #EYFinanceInsights Tobias Meyer Paulina Korecka Richard Gattucci
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Last week, we had the pleasure of hosting breakfast and a panel discussion for leaders from the private equity community, joined by Panelists Suvir Varma, Rahul Bhargava, and Hugh Chung to discuss the outlook for Asia-Pacific. Alongside fellow Investors, Operating Partners, and C-suites of PE-backed companies, we exchanged insights and had fruitful discussions on recent investment trends in Asia, private equity vs other asset classes, talent challenges in the region, and the role of value creation teams. A big thank you to the Panelists and attendees from Everstone Group, L Catterton, Navis Capital Partners, GIC, Fifth Wall, Sequoia Capital, Growtheum Capital Partners, Temasek, Vista Equity Partners, Wel Capital, Clermont Group, Affinity Equity Partners, Affirma Capital, EDBI Pte Ltd, Wellington Management, Blue Owl Capital, Ingenico, Beam Mobility, Circles, GenZero, UBS, VISTRA, Grobest Group, Phoon Huat, Advantage Partners, Bain & Company, and Endowus. If you are interested to receive the key notes of the discussion, please reach out to Nicholas Barton, James Roberts, Tuvshin Ganbold, Hartaz Kaur, Jass Chew, Michelle Chia, Zeila Sulaiman, or myself. #privateequity #valuecreation #portfoliocompany #investmentinsights #talentacquisition
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?? Exclusive Event for NACD Members! ?? Register By Tuesday, September 17th at Noon! https://lnkd.in/e6uQRc_Y Join us for an insightful session that delves into boardroom dynamics based on current capital market trends across various industries, including the tech and life science sectors, where exits are critical topics. Our expert speaker, Phil Ianniello (Managing Director, BofA Investment Banking), will explore critical factors driving exits, the impact of current economic conditions, and emerging opportunities and challenges. Whether you’re a director, investor, or executive, this session will provide valuable perspectives and actionable insights to navigate the evolving landscape of M&A and IPOs. Ideal Audience: ? Corporate Directors: Especially those involved in strategic planning and decision-making. ? Investors: Venture capitalists, private equity professionals, and angel investors interested in exit strategies. ? Executives: CEOs, CFOs, and other senior leaders from tech and life science companies, as well as other industries. ? M&A Professionals: Advisors, consultants, and analysts specializing in mergers and acquisitions. ? Legal and Financial Advisors: Lawyers and accountants who support M&A and IPO transactions. ? Entrepreneurs and Startups: Founders and leaders looking to understand exit opportunities and market trends. ? Industry Analysts and Researchers: Individuals studying market trends and economic impacts on M&A and IPO activities. This diverse group will benefit from the insights and discussions, fostering a rich exchange of ideas and experiences. ?? Location: Bank of America Tower, 4242 Six Forks Road, Raleigh, NC 27609 Don’t miss this opportunity to gain valuable insights and network with industry leaders! #NACD #CorporateGovernance #Leadership #Networking #MergersAndAcquisitions #IPO
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An incredible few days at our CEO Summit in Washington DC with founders from across the world. I wanted to share part of the deck I presented on Day 1, including a look at the funding ecosystem, a word on IPO readiness, the importance of building a well-rounded team, and one of the themes of our Summit: the need to be surefooted. #QEDCEOSummit
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This week, Carlyle executives attended IPEM Paris, one of Europe’s largest events dedicated to #PrivateCapital, to connect with investors and leaders across the industry. We were delighted to have 3 speakers at the conference, providing their outlook and perspectives on the private capital environment. Michael Wand spoke about Europe’s resiliency and the opportunity he is seeing in the mid-market space; Taj Sidhu highlighted the long-term demand for bespoke private credit solutions; and Christophe Nicolas discussed the evolution of the secondaries market. #IPEMParis2024
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Great event today in San Mateo devoted to IPO strategy (with CPEs included). Thanks much to Deloitte team who organized that event! Great IPO panels attending from #Cooley, #NASDAQ, #cargotherapeutics, #westlakevillagebiopartners, #startherapeutics as well. #ipo #ipos #goingpublic #capitalraise #capitalmarkets #iporeadiness #accountingadvisory #lifesciences #lifescience #biotechnology #initialpublicoffering
Are you a life sciences/health tech growth company? Don’t miss this valuable event presented by Deloitte and Bay Area industry leaders. We will provide an overview on the #IPO process, a capital markets update, assembling an effective team, valuation considerations, and close with a CFO and investor perspectives panel. CPE credits are available. Message me to learn how to register!
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Interested but unable to attend the webinar? No problem! Register anyway, and we'll ensure you receive a link to the webinar recording. We are excited to invite you to a webinar on Adjacencies for Growth in Private Equity Portfolios, on March 28, 9:00-10:00 AM Central Time, featuring Dave Kaschak, Managing Partner and CEO at Exaugeo Partners LLC and LDK Ventures LLC. Dave Kaschak's background includes leadership assignments and board advisory roles in B2B industrial sectors. He successfully leads middle market businesses from $3 to $12 million EBITDA, has founded and runs two consulting practices, facilitates three executive networking advisory groups and most recently venturing into healthcare revenue operations. Dave offers management consulting under Exaugeo Partners LLC (https://buff.ly/3v6zjCe), wherein he and his team grow businesses and help owners connect with financial sponsors for deal transitions and exits leading to remarkable value creation. Dave's industrial expertise comprises diverse market applications, from materials to aerospace, healthcare and beyond - all with a clear passion for delivering new value creation beyond your current trajectory. Agenda: - Why adjacencies matter? - What are adjacencies? - Importance of strategy - Pitfalls to avoid - How to Get Started? - Q&A Register here: https://buff.ly/3TlcAvv Check out more BlackmorePartners Information here: https://buff.ly/42iNmB3 #PrivateEquity #ValueCreation #Webinar #BlackmorePartners #BlackmoreConnects
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Slide 19 on IPO readiness ? Get your team in place, refine your narrative, settle your cadence and act the part for 18 months beforehand
An incredible few days at our CEO Summit in Washington DC with founders from across the world. I wanted to share part of the deck I presented on Day 1, including a look at the funding ecosystem, a word on IPO readiness, the importance of building a well-rounded team, and one of the themes of our Summit: the need to be surefooted. #QEDCEOSummit
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Looking forward to seeing you, gents!