Integrum的动态

Private Equity and the RIA: Two Perspectives on the Value of Growth —with Mark Copeland, SEIA & Ben Prigal, Reverence Capital Partners Mark Copeland, Founder of Signature Estate & Investment Advisors (SEIA) and Ben Prigal, Vice President of Reverence Capital Partners, discuss the value of partnership between private equity and RIAs. SEIA built a $19B practice organically and got it “right” before considering acquisitions and inorganic growth. Plus, this top private equity executive discusses practice valuation, what sets apart the most valuable firms, and why private equity loves investing in the wealth management space. It’s an episode that demonstrates yet another way that advisors can unlock the value of the businesses they built. Whether you’re currently a wirehouse advisor, an RIA owner, or anything in between, you’ll learn first-hand the value of a strong capital backer and strategic partner. Listen in: https://bit.ly/3MJlxeI

Private Equity and the RIA: Two Perspectives on the Value of Growth —with Mark Copeland, SEIA & Ben Prigal, Reverence Capital Partners Mark Copeland, Founder of Signature Estate & Investment Advisors (SEIA) and Ben Prigal, Vice President of Reverence Capital Partners, discuss the value of partnership between private equity and RIAs. SEIA built a $19B practice organically and got it “right” before considering acquisitions and inorganic growth. Plus, this top private equity executive discusses practice valuation, what sets apart the most valuable firms, and why private equity loves investing in the wealth management space. It’s an episode that demonstrates yet another way that advisors can unlock the value of the businesses they built. Whether you’re currently a wirehouse advisor, an RIA owner, or anything in between, you’ll learn first-hand the value of a strong capital backer and strategic partner. Listen in: https://bit.ly/3MJlxeI

"With macro resets and accelerating change, you need an industrial approach and a specific strategy to continue to drive alpha. Secondaries investors will need to evolve in this much more challenging environment", Anthony Shontz, our Head of Private Equity Partnership Investments, recently told clients. In this final clip from our Miami AGM series, Anthony talks about how although the secondaries market has become more sophisticated, it remains a growth area in private markets. #PrivateEquity #Secondaries

Here are some insights about #BusinessValuations from our Managing Director Terry Putney!

In recent years, the pandemic and other global macro events, including the 2022 NASDAQ crash, have created a tumultuous environment for private markets and the private equity community. We recently heard from Mayer Brown alumnus Jonny Musker, general counsel – Europe at Marlin Operations Group, the consulting arm of global private equity firm Marlin Equity Partners, to find out how he leverages his skills to drive deals forward and how he developed the skills required to be an effective general counsel. https://bit.ly/3SvgPUK #MayerBrownAlumni #PrivateEquity

Our Private Equity industry team just wrapped up a great few days in Dallas for Texas ACG Capital Connection! The middle-market M&A community is definitely active and it's exciting to be part of the effort to close strong deals. ?? From our 13-week cash flow forecasting tool to Tax Managed Services, the ways we're helping PE firms and their portfolio companies optimize operations once the deal closes were recurring topics of conversation throughout the conference. Here's to keeping the momentum going! #PrivateEquity #MergersAndAcquisitions #MiddleMarket

Our Private Equity industry team just wrapped up a great few days in Dallas for Texas ACG Capital Connection! The middle-market M&A community is definitely active and it's exciting to be part of the effort to close strong deals. ?? From our 13-week cash flow forecasting tool to Tax Managed Services, the ways we're helping PE firms and their portfolio companies optimize operations once the deal closes were recurring topics of conversation throughout the conference. Here's to keeping the momentum going! #PrivateEquity #MergersAndAcquisitions #MiddleMarket

Our Private Equity industry team just wrapped up a great few days in Dallas for Texas ACG Capital Connection! The middle-market M&A community is definitely active and it's exciting to be part of the effort to close strong deals. ?? From our 13-week cash flow forecasting tool to Tax Managed Services, the ways we're helping PE firms and their portfolio companies optimize operations once the deal closes were recurring topics of conversation throughout the conference. Here's to keeping the momentum going! #PrivateEquity #MergersAndAcquisitions #MiddleMarket

Our Private Equity industry team just wrapped up a great few days in Dallas for Texas ACG Capital Connection! The middle-market M&A community is definitely active and it's exciting to be part of the effort to close strong deals. ?? From our 13-week cash flow forecasting tool to Tax Managed Services, the ways we're helping PE firms and their portfolio companies optimize operations once the deal closes were recurring topics of conversation throughout the conference. Here's to keeping the momentum going! #PrivateEquity #MergersAndAcquisitions #MiddleMarket

Our Private Equity industry team just wrapped up a great few days in Dallas for Texas ACG Capital Connection! The middle-market M&A community is definitely active and it's exciting to be part of the effort to close strong deals. ?? From our 13-week cash flow forecasting tool to Tax Managed Services, the ways we're helping PE firms and their portfolio companies optimize operations once the deal closes were recurring topics of conversation throughout the conference. Here's to keeping the momentum going! #PrivateEquity #MergersAndAcquisitions #MiddleMarket