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Investing Principles: Lessons Learned from 20 Years of Wins, Losses, and Strikeouts

Mergers and Inquisitions

Main Quests and Side Quests: Always focus on your main story quest, i.e., your portfolio of liquid, publicly traded assets, and ignore or deprioritize the side quests, such as becoming a mini-VC or investing in real estate. Meanwhile, famous investors like Ray Dalio have suggested permanent portfolios or all-weather portfolios.

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A Step-by-Step Guide to Selling a Middle-Market Business

Lake Country Advisors

While not as large as publicly traded corporations, these entities usually have more robust governance and financial reporting than smaller businesses. Whether your firm fits in this category can affect how you approach potential buyers, from strategic acquirers to private equity groups.

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Sports Investment Banking: How to Win the Super Bowl and the World Cup in the Same Year

Mergers and Inquisitions

But this started changing in the 2010s and early 2020s as team values skyrocketed and billionaires, sovereign wealth funds , and sports private equity firms all jumped into the sector. Regulations – Does the league allow private equity or other financial sponsor ownership? How many individuals can be team owners?

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Single Store Generalist Shops | Why the Era is Coming to an End with Cole Strandberg

Focus Investment Banking

I worked with the family business under the family’s ownership for three years and then with the private equity group who acquired and partnered with the family business as a platform for another three years. So let’s talk about taking on investors. And when the family business comes calling, you typically answer.

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Is Private Equity Right for You?

OfficeHours

To know if the buyside is right for you, let’s start with a textbook understanding of “What is private equity?” Private equity involves investing capital directly into private businesses that are not publicly traded on stock exchanges (that would be a hedge fund). Strategic thinking skills are essential.

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How Private Equity uses ‘Roll-up’ Strategies to Drive Investment Returns

OfficeHours

In the pursuit of attractive equity returns, private equity firms have developed numerous innovative strategies beyond typical leveraged buyouts and take-private transactions. As it happens, this is an industry that has experienced a significant amount of private equity-backed roll-up activity.

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10-23-2023 Newsletter: Why Take-Private Dealmaking Remains Attractive for PE Investors

OfficeHours

Written by a top OfficeHours Coach; Original article published on October 16, 2023 In today’s world, there is much uncertainty around public markets. However, for private equity investors, this uncertainty represents a unique opportunity to take advantage of investment opportunities in public markets.

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