Feb 20, 2024
Attracting investors to private deals requires a holistic approach that addresses their investment preferences, risk tolerance, and liquidity needs. By implementing these five strategies and incorporating actionable insights for each, Investment Advisors can effectively position private offerings as attractive investment opportunities in a competitive market environment.
Feb 13, 2024
Significant changes are underway in fund administration, fueled by the convergence of technological advancements and the ever-evolving expectations of investors. This journey extends beyond a mere checklist of trends; it's a compelling narrative of adaptation and innovation that fund managers must intricately weave into the fabric of their daily operations.
Feb 5, 2024
A recent Preqin report looking at trends for the year ahead highlighted the importance of technology for private equity firms in 2024.
Jan 26, 2024
As with many alternative asset classes, many analysts are hopeful that as the macroeconomic landscape changes in 2024, growth in private equity funds should start to rebound after a turbulent couple of years.
Jan 22, 2024
Staying ahead in private equity requires strategic innovation. One such transformative strategy gaining traction is the concept of "lift-outs." In this piece, we delve into the nuances of lift-outs and their inherent benefits and provide a hypothetical scenario to illustrate how this strategic maneuver can reshape the operational landscape of private equity firms.
Jan 17, 2024
2023 was a year marked by economic uncertainties and challenging market conditions, yet Katipult’s customers leveraging its proprietary DealFlow platform demonstrated remarkable resilience and growth in many key capital raising metrics.
Dec 8, 2023
Capital Environment Changes Drive Imperative for Financial Institutions to Adapt.
In recent years, a seismic shift has been underway in the investment landscape, with private capital markets emerging as the dominant force for industry growth. The traditional appeal of public markets faces competition from a growing preference for private investments from investors and issuers, signalling a long-term trend that could see public markets wane in significance over the next 5 to 10 years.
Dec 4, 2023
Broker-dealers are increasingly drawn towards cross-border deal-making, particularly on private deals between the United States and Canada. Navigating this terrain poses unique challenges and opportunities, demanding a comprehensive understanding of the intricacies involved. In this article, we'll delve into the critical considerations for broker-dealers venturing into US/Canada new issue deals.