Join us at the Optimal Blue Summit at the Marriott Marquis San Diego Marina from February 3 – 5, 2025. Use code HOLIDAYS for a special discount on your tickets this week. We’ve created sessions catered to operational leaders, capital market leaders, origination managers, loan officers, brokers, partners, investors, and more. Experience the latest in capital markets innovation and insights, covering everything from pricing and origination to secondary market options, and everything in between. Grab your ticket today. Summit.OptimalBlue.com #OBSummit25 #OptimalBlueSummit25 #MaximizeProfitability #OptimizeYourAdvantage
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🌟 Excited to see our very own Michael Norton featured in Middle Market Growth Magazine! 🎉 The article dives into key insights from the recent ACG Chicago Midwest Capital Connection, including how dealmakers are navigating the turning tides of 2025. 🌊 Don't miss out on these valuable perspectives shaping the middle market! 🏦📈 Read more here: https://lnkd.in/gmTBdNX9 #MiddleMarket #InvestmentBanking #MiddleMarketGrowth #ACGChicago #HoulihanCapital
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Deal Structure, let me count the ways... Join David, Tim, and me at XPX ATL on Tuesday, June 11th, as we discuss a topic critical to helping our business owner clients find the right structure for THEIR situation. #exitstrategy #successionplanning #valuecreation
There are so many more ways than most owners realize to structure the sale of their business and help achieve their most important goals. Attention Trusted Advisors - this is going to be good. XPX Atlanta is bringing in advisors to discuss last month’s 𝘉𝘶𝘴𝘪𝘯𝘦𝘴𝘴 𝘖𝘸𝘯𝘦𝘳’𝘴 𝘖𝘯 𝘛𝘩𝘦𝘪𝘳 𝘖𝘸𝘯 𝘌𝘹𝘪𝘵 𝘗𝘳𝘰𝘨𝘳𝘢𝘮 — where we heard from 3 owners about their 3 very non-traditional exits — so that you can gain a deeper understanding of these and other types of unconventional deals. Our panelists will be David Burdette (Applied Economics) and Tim Templeton (Trivest Partners), moderated by David Shavzin of The Value Track (https://lnkd.in/e6driBS). Here are a few key deal structure options we’ll cover along with variations on these approaches. As always, we will include time for Q&A and our signature roundtable discussions. • ESOPs • Private Equity • Investment Banking/Corporate Buyout 𝘑𝘰𝘪𝘯 𝘶𝘴 𝘪𝘯 𝘱𝘶𝘳𝘴𝘶𝘪𝘵 𝘰𝘧 𝘵𝘩𝘦 𝘱𝘦𝘳𝘧𝘦𝘤𝘵 𝘦𝘹𝘪𝘵 𝘧𝘰𝘳 𝘺𝘰𝘶𝘳 𝘤𝘭𝘪𝘦𝘯𝘵𝘴! 𝗧𝗵𝗲 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗗𝗲𝗮𝗹: 𝘜𝘯𝘤𝘰𝘯𝘷𝘦𝘯𝘵𝘪𝘰𝘯𝘢𝘭 𝘈𝘭𝘵𝘦𝘳𝘯𝘢𝘵𝘪𝘷𝘦𝘴 𝘵𝘰 𝘢𝘯 𝘖𝘶𝘵𝘳𝘪𝘨𝘩𝘵 𝘚𝘢𝘭𝘦 June 11, 2024 11am - 1pm The Buckhead Club Registration is now open for Members and Guests: https://lnkd.in/eh_s6EQc #xpxatlanta #exitplanningexchange #businessownersexit #exitstrategy
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Flashback Friday! Last week, our President, Phil Tulkoff, took the stage at Baltimore’s Smart Business Dealmakers Conference for an enlightening panel discussion on the M&A Outlook. In a landscape of volatility and uncertainty, it was a privilege to join industry experts and executives to dissect what lies ahead for dealmakers in 2024. #FlashbackFriday #FBF #MandAOutlook #SmartBusinessDealmakersConference #Mergersandacquisitions #industry #Tulkoff
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In our latest piece, my colleague, Andrea Auerbach, shares her thoughts on what’s contributed to recent market behavior and why private market investors may see sunnier days ahead in our latest piece: https://ow.ly/4TbM50RiNV2 #privateequity #venturecapital
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If you've ever considered selling your practice (or leaving a wirehouse or bank) don't miss this episode! Our industry is experiencing so much change; and that change looks interesting through the lens of M&A. What questions do you have?? Drop a comment or a DM and we'll answer them during the show!
In this month’s Know Your Worth livestream, Carson’s Michael Belluomini and Jeffrey Harris, CMAA, MBA welcome Dani Fava. They’ll dive into the outlook for strategic M&A, including how bigger RIA aggregators approach M&A, how potential sellers should feel about consolidation and more! It all takes place Thursday, December 12, at 11 a.m. CT. Don’t miss it! Register here: https://bit.ly/4ib78py
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Thank you to NYU Schack Institute of Real Estate for featuring Hoya Capital and CIO David Auerbach in their excellent "Meet the Managers" webinar series. The discussion is a 45-minute deep dive into all facets of the REIT industry - both current and past - and Hoya's research and portfolio management process. Watch the full interview here: https://lnkd.in/eCWvAp-h #REITs #Dividends #Investing #Income #Yield #RealEstate #Housing #Stocks #Bonds #HighYield #DividendInvesting #IncomeInvesting #Diversification #Inflation #realassets #investment
NYU REIT Center Webinar Series – Meet the Managers: Hoya Capital
https://www.youtube.com/
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In our latest piece, my colleague, Andrea Auerbach, shares her thoughts on what’s contributed to recent market behavior and why private market investors may see sunnier days ahead in our latest piece: https://ow.ly/kqag50Ri5VC #privateequity #venturecapital
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In case you missed it live, check out the replay of our Consumer M&A roundtable discussion. We were on a roll so we ran out of time for Q&A, but shoot me a note if you have any questions or want to chat about anything!
Join us during a live roundtable discussion this Thursday as a panel of dealmaking experts explores the outlook for consumer M&A deals and what we can expect for the year's second half. Register now: https://bit.ly/3zGUVXZ #wheredealsaremade
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For the last 2-3 years, every presentation we do, starts with our deep belief, that technology will be the biggest value driver for the 20 years to come (after PE has moved into the mainstream over the last 20 years). So investing in the most powerful technologies early will drive unseen returns. what’s your strategy to participate in this?
Our CEO Dave Layton and Executive Chairman Steffen Meister opened our client AGM 2024 in Miami last month. Steffen provided a deep dive on private markets investing in a "brave new world", which looked at how public and private markets are increasingly swapping roles, what major trends will affect private markets in the decade ahead, and the opportunities that could arise across different asset classes. You can watch the opening on our website here: https://lnkd.in/ei5AWdnT #PrivateMarkets
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In our latest piece, my colleague, Andrea Auerbach, shares her thoughts on what’s contributed to recent market behavior and why private market investors may see sunnier days ahead in our latest piece: https://ow.ly/nC1z50Rl3Fo #privateequity #venturecapital
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