Tremila Advisory Group的动态

73% of Financial Advisors lack a formal succession plan.... Why? Lack of control, under capitalized next-gen advisors, fear of the unknow, no time to preform proper due diligence. The majority of the time who they really want to sell to has no Acquisitions Framework to guide them to an agreement. At Good Life Companies - "you have a team for that!" As our head of Advisor Relations Joshua Chase often says. Not only will our BD team serve as an extension to source an advisory practice for acquisition we will also provide valuation expertise, capital access, & monetization paths to create a WIN, WIN, WIN for all parties involved. The cobblers kids can learn to make shoes again! #Growth #EBITDA #Successionplanning

According to Accounting Today, we have the first significant turn in the #privateequity owned #accountingfirm space as Citrin Cooperman's owner, New Mountain Capital has sold a majority stake in the firm to Blackstone. The relationship between #PEfirms and #CPAfirms will be one of the more fascinating business stories to watch in the accounting industry in 2025 and beyond.

Nearly half the time, private equity firms struggle to impact a company's sales after acquiring it. Why? ??♂? The answer lies in getting the sales processes right. It's a critical yet often overlooked aspect of driving growth and maximizing returns. Drop a ?? below if you want to know the secrets to optimize sales processes for acquired companies! #PrivateEquity #MaximizingReturns #SalesTips

Is your organization racing towards an IPO or M&A transaction, but unsure how to navigate the strategic, financial, accounting, or legal processes? Join us,?CohnReznick LLP,?CBRE, and the?NYSE?for a one-day, in-person panel series in San Francisco to explore how your business can prepare for an?#IPO?and?#MandA?transaction. Learn more and register here:?https://bit.ly/4aqxM9R Michael J. Blankenship

If you run a company and don't fully understand why a PE firm approaches M&A. Take a look at this article. Corporate buyers and sellers typically don’t understand private equity firms' approach to M&A. We explain the differences and challenges https://ow.ly/3rAV50UaxSs #MergersAcquisitionsDivestitures #PrivateEquity #WTWPerspective

How can you maximize your company’s valuation and ensure a seamless transaction process when selling to a private equity firm? My colleague Louis Rappaport will join panel moderator Ryan Hurst (RKL LLP), Adam Bowie (Mereo Capital Partners), and Ben Kauffman (Dutchland LLC) on Thursday, September 12 at Smart Business Dealmakers Conference Philadelphia at the Union League of Philadelphia to discuss how to effectively prepare a company for a successful sale to a private equity firm, including crucial steps such as financial optimization, operational enhancements, and presenting a business as a compelling investment opportunity. #privateequity #companyvaluation #companysale

The accounting industry is undergoing a significant transformation, driven by an influx of private equity investments. This trend has reached new heights with Blackstone, one of the world’s largest private equity firms, leading an investor group to acquire a majority stake in Citrin Cooperman, a prominent accounting and advisory firm, for over $2 billion. Private equity’s interest in the accounting sector has been growing steadily since 2021 when EisnerAmper, the 18th largest firm in the US, struck a deal with TowerBrook Capital Partners. Since then, PE firms have acquired stakes in numerous accounting firms, both large and small, recognizing the potential for growth and innovation in this traditionally stable industry #AccountingTransformation #PrivateEquityInvestments #Blackstone #CitrinCooperman

According to Actum Group’s latest deep dive, UK corporate carve-outs remained low in the first half of 2024. Sullivan Street Partners’ Zeina Bain and Richard Sanders shared their thoughts on why this might be, explained the risks and rewards associated, and described their experience with this type of transaction. Both Managing Partners highlighted the intricate and uncertain nature of carve-outs compared to traditional private equity deals, requiring patience and expertise to be successfully delivered. In their outlook, they also detail some of the factors that are driving these transactions, such as portfolio simplification and multiple re-rating, among others. At Sullivan Street, we don’t shy away from the complexities involved in carve-outs and have built up extensive experience in simplifying the separation process. We take a people-centric approach to building transformations ensuring the continuity of a company’s core strengths whilst adding new scalable capabilities. As always, we enjoyed having the opportunity to share our market perspective with Jonathan Klonowski and Paul Francis-Grey and contribute to a wider discussion alongside Ramon de la Sota from Parlementia Capital Partners and Stephen Cooney-Grayburn from BDO UK LLP. #privateequity #carveouts #complexity?

Actum Group's latest research reveals a dip in UK-based private equity carve-outs, with only 13 announced in the first half of this year. ??? Managing Partners Zeina Bain and Richard Sanders from Sullivan Street Partners, alongside Ramon de la Sota from Parlementia Capital Partners and Stephen Cooney-Grayburn from BDO UK LLP, delve deep into the reasons behind this trend, shedding light on the increasing competition from trade buyers and the growing execution risks. Read the full article at https://lnkd.in/g7GyD2nG #CorporateDivestment #CarveOuts #ValueCreation #ValueLevers?