Moelis is pleased to act as Exclusive Financial Advisor to the Special Committee of the Board of Directors of Clearwater Analytics, a leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors, on the termination of its Tax Receivable Agreement in return for one-time settlement payments. #DealAdvisory Press release: https://bit.ly/4fiMgLl
Moelis & Company的动态
最相关的动态
-
Separately managed accounts (SMAs) offer an efficient solution to address many administrative challenges by providing a streamlined, yet custom, approach to private markets investing.?? Learn more about the operational benefits of SMAs from six HarbourVest leaders: https://lnkd.in/eB8KFfwB?
-
ETONIEN’s interim CFOs are dedicated to ensuring financial transparency for private equity firms. Our CFOs have consistently delivered clear and accurate reporting, helping firms maintain trust with stakeholders and meet regulatory requirements with confidence. Learn more about ETONIEN and our comprehensive PE focused services: https://etonien.com/ #FinancialTransparency #CFOInsights #FinancialLeadership #StrategicFinance
-
-
Fractional Marketing Advisor for B2Bs & Professional Services, Founder of Marketing Clever. Non-Executive Director.
Allan Koltin’s latest article delivers some invaluable insights for accounting firms wishing to stay competitive. In INSIDE Public Accounting’s latest issue he emphasises the growing importance of transformational leadership and strategic foresight in shaping the future of the profession. Firms that are willing to be brave, adapt and embrace change will position themselves for success, while those that stick to the old ways risk falling behind. Allan also touches on key areas like succession planning and the impact of new technology—both crucial for building a sustainable future. The message is clear: Don’t just react to change, embrace & lead it, in a direction that is right for your firm. Interesting reading too on the reasons why PE deals don't happen on page 6. #Leadership #Accountancy #Transformation #Innovation #Koltin #FutureThinking #ProfessionalServices #SuccessionPlanning
??Koltin Predicts Major Flips in CPA Firms as Private Equity Bets Pay Off?? INSIDE Public Accounting “The public accounting profession is only three years into its relationship with private equity, so it’s too early to predict the long term success, but so far firms that have accepted investments are exceeding financial expectations. But what happens when it comes time to sell? Allan Koltin has a few ideas on what could come next” W/Citrin Cooperman, New Mountain Capital, Grant Thornton (US), EisnerAmper, TowerBrook Capital Partners L.P., Prosperity Partners, Onex, Ares Management Corporation, Unity Partners, Cherry Bekaert, Parthenon Capital, Smith + Howard, Broad Sky Partners, Ryan Chelsea Summers, Chris Camara, Charles Hylan https://lnkd.in/g-b3Dj-S
-
-
Fantastic Funds Forum! ? Two brilliant breakfast roundtables in Edinburgh and Glasgow earlier this week - a presentation on Johnston Carmichael Chartered Accountants and Business Advisers' growing Financial Services practice, followed by insight and discussion on some of the topical issues that are currently impacting private funds managers across Audit, Tax and Consulting as well as Fund Administration provided by NCM Fund & Corporate Services. ? A special shout out to our speakers, and thanks to all those who managed to make it along ?? ?? Ewen Fleming Ricky Murray Jordan Brown Richard Sutherland Bryan Shepka Gillian Boston Tim Swinson Douglas Graham #FinancialServices #Accountants #BusinessAdvisers #FinancialServicesEvent
-
-
Fraud Specialist responsible for assisting auditors address the risk of fraud in financial statement audits
A new “On the audit committee’s agenda” discusses the increased demand for disclosure from regulators, investors, and stakeholders. Download the publication to learn more about the possible impact on #audit committees and #disclosure committees.
-
A new “On the audit committee’s agenda” discusses the increased demand for disclosure from regulators, investors, and stakeholders. Download the publication to learn more about the possible impact on #audit committees and #disclosure committees.
Aligning the disclosure committee in the era of disclosure
-
A new “On the audit committee’s agenda” discusses the increased demand for disclosure from regulators, investors, and stakeholders. Download the publication to learn more about the possible impact on #audit committees and #disclosure committees.
Aligning the disclosure committee in the era of disclosure
-
A new “On the audit committee’s agenda” discusses the increased demand for disclosure from regulators, investors, and stakeholders. Download the publication to learn more about the possible impact on #audit committees and #disclosure committees.
Aligning the disclosure committee in the era of disclosure
-
Breaking up is hard to do, but understanding business valuation shouldn't be! Join us for an enlightening event on February 13 from 4-6 p.m., featuring New Jersey's top experts and representatives from the NJSBA Equity Jurisprudence Special Committee and Withum+. Learn how a well-executed business valuation goes beyond numbers, influencing strategic decisions and shaping business growth. Don't miss this opportunity to gain insights into navigating the complex corporate landscape. Register today https://lnkd.in/dBc-KxAb #NJStateBar #BusinessValuation #StrategicDecisions #CorporateInsights
-
-
Markets in action: learning from the past, planning for the future Watch the webinar video here: https://lnkd.in/eHijJzMC Legal & General Investment Management (LGIM)
Markets in action: learning from the past, planning for the future - IFA Magazine
ifamagazine.com
