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Private Equity Info, a research database and information services company serving the M&A community for 20 years, collects vast amounts of data on transactions, firms, and executives. They also gather insights from conversations with investors, investment bankers, and service providers. Trends for 2024 and 2025 include a focus on platform investments, targeted growth industry verticals, thorough research on niche markets, and early identification of bolt-on acquisitions to streamline integration processes. To read more click here

We rebuilt our entire platform from the ground up to make investing easier for our small, large and institutional investors. It’s rare for an asset manager to own, much less control, their own tech stack. We did it so we can more efficiently capture maximum value for both investors and companies from the earliest stages to the latest. There is a saying in finance that it’s the same or less work to close a $10M check as it is a $10k check. Finance professionals everywhere understand this, and it’s why you often see the top performers move 'up market' as fast as possible, leaving a vacuum at the 'small check' level. This void makes it very difficult for companies raising up to $5M or investors looking to invest $50k or below to find competent help, and is often why a founder's ‘fundraising ability’ or ‘signal’ from other investors is so highly valued in the earliest stages. We believe that technology and in particular AI will be a catalyst for massively multiplying efficiency in financial services as long as teams have the right tools, domain expertise and proprietary data/insights. What that means is that the appropriately equipped small team will be able to do 10x the diligence, 10x the deal sourcing, 10x the capital matching and increase positive outcomes for investors and founders across the board by orders of magnitude. We believe this will have an acceleration effect across the board, especially in areas historically hampered by high capital expenditure requirements. We are choosing to focus that financial power on what we feel is the most important vision - accelerating human expansion into space. What we’ve built so far are simply table stakes, but it’s the foundation for what comes next. This is just the beginning, but I’m really proud of what we’ve built and where we are headed. #venturecapital #investing #future #innovation 

Generating Value In Tech M&A And Private Equity: What’s Old Is New Again #PrivateEquity #OperatingPartners #OperationalAlpha #OperationalEfficiency https://lnkd.in/ew2qkX-J

What is the current climate, and market outlook, for Technology companies backed by Private Equity? This was the topic of a recent breakfast hosted by Odgers Interim. This article summarises how three PE investors - Hg, Bain Capital and Macquarie Group - currently see the market, and how they expect it to shape up in the next 18 months. We also discussed the key topics of value creation, the characteristics of a successful management team, exits and artificial intelligence - all of which will be shared in separate articles. Ross Gordon Natasha Pabari Victoria Haynes #privateequity #techPE #PEmarketoutlook

In Grant Gross’ recent CIO Online article “Private Equity looks to the CIO as a value multiplier”, E78 #CTO John Buccola shed light on how PE investors increasingly see IT as an enabler of new revenue and driver of cost efficiencies.    With years of #PrivateEquity IT experience, JB explained how value creation efforts initially focused on the CEO, then on the CFO, and now the CIO – given the proliferation of technology and AI.     “With this third wave, we’re seeing private equity firms retain in-house IT leadership, and that in-house IT leadership has led to more value creation. Firms with great IT leadership, a sound IT strategy, and a forward-thinking IT strategy, are creating more value.” JB noted.     To hear more about the rapidly changing role of #IT in private equity, read more here: https://lnkd.in/ef4ay3MP  

As a research database and information services company serving the middle market M&A community for 20 years, Private Equity Info ingest enormous amounts of data surrounding transactions, firms, and executives. In addition, our team engages in many conversations daily across the spectrum of investors, investment bankers, and service providers to the M&A community. This unique combination of hard data from our database and anecdotal commentary from informed thought leaders regularly provides us with “ahead of the curve” observations. Below are several trends we are observing in our data and hearing in the marketplace. Throughout 2024 and 2025, we expect private equity firms to amplify their focus on platform investments, compared to 2023, to heavily weighted investments in select growth industry verticals, thoroughly researching and vetting target niches upfront, and to identify bolt-on acquisitions early in the process, shortening the time required to integrate add-on acquisitions. To read more click here

Hot take: the concept of a use of funds slide is severely outdated. let's talk about it In the '90s, VC looked more like private equity, focusing on well-developed companies with lots of data. Detailed fund allocation made sense then. However... the landscape has evolved significantly over the last 30 years. Today, founders are raising capital at much earlier stages, yet they cling to the outdated use of funds slide and fill it with broad generalizations and made-up numbers. This slide has become ubiquitous, but it hasn't been properly adapted by early-stage companies. So. Let's rethink this. What do early-stage investors actually need to know? Forget the superficial numbers. Focus on what truly matters to them: a clear path to significant milestones or profitability. Investors want to see that you’ll achieve one of two things with their funds as an early-stage company: 1. Reach profitability or break-even. 2. Hit specific milestones that make your narrative compelling for the next funding round. This is what keeps them interested and invested in your journey. If you're thinking of including a use of funds slide in your pitch deck, focus on one of the two things I listed above. Don't have it be a wasted slide that VCs glaze over. I went into way greater detail on this topic in this weeks newsletter. If this caught your attention, make sure to go give it a quick read. I'll leave it down below!

This compelling article shines a light on how private equity is embracing digital transformation to tackle operational complexity. The industry's evolution demands efficiency, scalability, and the strategic use of advanced analytics. As someone passionate about the efficiencies and disruptions brought by digital innovation, I find these developments pivotal for driving growth and staying competitive. #DigitalTransformation #PrivateEquity #Innovation #OperationalExcellence

Story time. Recently, a client of ours had a choice: make a minor technical amendment to the company’s articles of association, that would cost him little time, effort, and legal fees, or to allocate additional company equity to an advisor. The client chose the latter, which got me thinking about the implications of such a decision, and generally about equity allocation vs. cash payments. Key Risks & Considerations: ·        Dilution of Ownership Allocating more equity means existing shareholders' stakes get diluted. This can be a tough pill to swallow for founders and early investors who see their control and potential returns decrease. ·        Governance Challenges and Making Decisions Bringing in new equity holders means more voices in the decision-making process. This can complicate governance and slow down critical business decisions. It's essential to structure voting rights and board representation carefully. ·        Impact on Future Funding and Investor Relations Additional equity allocation can affect future fundraising efforts. A crowded cap table might deter potential investors or impact the company's valuation. Strategic planning is crucial to navigate these waters. In addition, such allocations may show investors how the company's management perceives its value. Key Benefits: ·        Attracting and Retaining Talent Equity can be a powerful tool for attracting and retaining top talent. It aligns employees' interests with the company's success, fostering a more committed and motivated team. ·        Preserving Cash By using equity instead of cash, companies can preserve their financial resources for essential operations and growth initiatives. This is particularly beneficial for startups or businesses in capital-intensive industries. ·        Long-term Value Creation Properly structured equity allocation can drive long-term value creation. It incentivizes stakeholders to focus on the company's overall success, leading to sustainable growth and innovation. #EquityAllocation #CorporateLaw #StartupStrategy #BusinessGrowth

Private equity investments are transforming the security and cleaning industries. Our latest blog discusses how these investments drive growth and innovation, providing insights into the potential impact it could have on your business. Read more: https://ow.ly/ftNr50SAL5x #PrivateEquity #IndustryGrowth #BusinessInnovation #BusinessInsights