Interesting read on the continuing trend of PE-backed RIA firms and consolidations, reinforcing my satisfaction and values to be at a family and employee-owned firm.
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A finance guy branching out to Finance IT to drive the art of possibilities through enabling & expediting financial digitization!
In order to be able to leap & run the capabilities of advanced financial data analytics in any Finance key functions (especially FP&A), one can never ignore the importance of the basics of financial data management in a single consolidated & standardized manner. It's a journey but yet vital. This is what we do in our team daily in and out for our clients. Ingesting hundreds of systems of various chart of accounts and data structures due to various accumulations of M&A activities, into a single standardized and meaningful view & enriching the data with the critical granularities from a myriad of sub-systems to provide insights needed through digital solutions for critical business decision making. This is how our team build a better working world for our clients. --- 5 pillars of success for FP&A function as a value creation lever in PE: 1. Avoid a one-size-fits all approach: tailor your approach to portfolio companies' size and maturity 2. Develop the ability to rapidly assess FP&A capabilities within each portfolio companies 3. Solving the problem: Leverage purpose-built value creation tools and accelerators that can jump-start value creation on day one 4. AI-enabled FP&A automation and advanced analytics 5. Enhancing value insights and data management Congratulations to Erin J. Williams from our team in EY Finance Data Application (FDA) (a.k.a. Finance Data Lake (FDL)) in co-authoring this whitepaper along with Kevin Brown. #EY #FinancialPlanningAndAnalysis #PrivateEquity #Finance #DataAnalytics #BetterWorkingWorld #AllIn
Americas Finance - Business Planning, Reporting, and Analysis Solution Leader | Private Equity Advisor | NYC EY Ripples Lead
In recent years, private equity (PE) and alternative investing approaches have shifted the center of gravity of today's economy. While public markets remain strong, the growth in private investment has resulted in a larger share of business being financed with private capital. I am pleased to share our latest thought leadership outlining five ways that the financial planning and analysis (FP&A) function can be a key driver of value creation in the dynamic PE environment. Thank you to the co-authors and luminary contributors who brought their tremendous experience and insights together in this perspective. Srin Subra Kayce Coker Christina Naime Erin J. Williams Steve Zavala Dan Brown Chris Dente Anthony Prandini Taylor Adams Erika Shani Maymon Luan Nguyen #EY #privateEquity
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Corporate Finance Strategy Advisor at EY | Entrepreneur | Media & Creative Professional
Financial Planning & Analysis (FP&A) functions aren’t typically thought of as profit centers in an organization, but they certainly are central to value creation. Are you under-utilizing your FP&A function? It was an honour to co-author this thought leadership article on considerations for positioning your FP&A capabilities to drive value creation within the PE environment. #valuecreation #financialplanningandanalysis #EY
Americas Finance - Business Planning, Reporting, and Analysis Solution Leader | Private Equity Advisor | NYC EY Ripples Lead
In recent years, private equity (PE) and alternative investing approaches have shifted the center of gravity of today's economy. While public markets remain strong, the growth in private investment has resulted in a larger share of business being financed with private capital. I am pleased to share our latest thought leadership outlining five ways that the financial planning and analysis (FP&A) function can be a key driver of value creation in the dynamic PE environment. Thank you to the co-authors and luminary contributors who brought their tremendous experience and insights together in this perspective. Srin Subra Kayce Coker Christina Naime Erin J. Williams Steve Zavala Dan Brown Chris Dente Anthony Prandini Taylor Adams Erika Shani Maymon Luan Nguyen #EY #privateEquity
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For those that have private company equity, either from working at the company or your direct investment, it can be difficult to track their values. You may receive infrequent and/or out of date valuations. This equity also might comprise a large percentage of your net worth. As part of our planning services, we are actively tracking your private company valuations so they're no longer a black box. #privateequity #financialplanning #companyequity
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Leading transformations to reimagine business insights and enable rapid decision-making
Great insights here from my colleagues to address the growing focus that PE firms have on FP&A as a value lever.
Americas Finance - Business Planning, Reporting, and Analysis Solution Leader | Private Equity Advisor | NYC EY Ripples Lead
In recent years, private equity (PE) and alternative investing approaches have shifted the center of gravity of today's economy. While public markets remain strong, the growth in private investment has resulted in a larger share of business being financed with private capital. I am pleased to share our latest thought leadership outlining five ways that the financial planning and analysis (FP&A) function can be a key driver of value creation in the dynamic PE environment. Thank you to the co-authors and luminary contributors who brought their tremendous experience and insights together in this perspective. Srin Subra Kayce Coker Christina Naime Erin J. Williams Steve Zavala Dan Brown Chris Dente Anthony Prandini Taylor Adams Erika Shani Maymon Luan Nguyen #EY #privateEquity
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Through case studies of our previous members, we're able to showcase how we can advise and support businesses in their raise processes. This particular case study is a great example of our financial reporting processes to attain desired capital investment. We're so grateful to all of our members, previous and current, who trust us to assist in the growth of their businesses. The changes and lack of comfortability that come with the process aren't easy to weather. #financialreporting #financialservices #financialadvisory
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Private equity investments are increasingly focusing on the accountancy sector, where long-term client relationships and steady cash flow offer attractive opportunities. "There are significant opportunities for growth through consolidation, allowing PE investors to achieve economies of scale," says Proskauer partner Andrew Wingfield. With its growth potential and recession-resistant characteristics, this sector is gaining momentum. Andrew recently spoke with PE Hub to explain how investors can benefit from consolidation, economies of scale, and operational efficiency in this space. Learn more about the trends driving these investments. https://bit.ly/3zW9B67 #Proskauer #PrivateEquity #Investments #PrivateCapital #Accountancy
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The Chief Investment Office's opinion is that corporate earnings "climbing the ladder" to support higher future equity valuations. Learn more in the June Equity Spotlight report.
Equity Spotlight— Climbing the Earnings Ladder
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First Vice President, Wealth Management Advisor - Helping successful professionals who are nearing or in retirement.
The Chief Investment Office's opinion is that corporate earnings "climbing the ladder" to support higher future equity valuations. Learn more in the June Equity Spotlight report.
Equity Spotlight— Climbing the Earnings Ladder
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The Chief Investment Office's opinion is that corporate earnings "climbing the ladder" to support higher future equity valuations. Learn more in the June Equity Spotlight report.
Equity Spotlight— Climbing the Earnings Ladder
