TDR Capital’s Post

Starting a new job can be scary and challenging! But with Baird Finance's "Buddy" program we try to make it a little bit easier. Welcome to the department and thanks for joining me for lunch Joseph Ohene! Hopefully the many topics we discussed will serve you well over the coming weeks and months. #WeAreBaird #BairdFinance

Look who visited Winward Wealth Advisors: Meet Teddy 🐶

Look who visited Winward Wealth Advisors: Meet Teddy 🐶

I can highly recommend Olivia and Steve from Stonegate Wealth Management for anyone wanting fiancial advise!

Our team of investing experts are second to none! Come by and see us and discuss ways to help grow your money more efficiently and effectively

BetaFin Partners recently worked on the buy-side Financial Due Diligence in a recent deal in the education space - deal value undisclosed in the public domain If we conduct the Financial Due Diligence diligently, it is amazing how much value we can add to the client Consequent to our findings dossier, the adjustment to deal value ( to be kept in abeyance till the outcomes were decided by external events e.g. order by ITAT) were impactful. They were > 2% of the deal and 150X our fee Normally if you look at the FDD for M&A landscape, it is dominated by the Big 6 - normally investors want the brand assurance , but boutique firms have their own space under the sun If you can give a client 150X multiplier on your fee, it is absolutely fulfiling and repeat business comes relatively easier #duediligence #M&A

I am both proud and honoured to have the experienced Clayton J. Zammit working with me in the Monipal financial wellbeing platform. Apart from his wide digital business experience both in Malta and internationally, the thing which struck me the most is his passion for financial literacy, and that made him an ideal co-founder of the team. Stay tuned, we have more exciting updates in the coming days about Monipal - the innovative financial wellbeing platform that will change the way you think about your personal finances. #Monipal #FinancialWellbeing #FinancialHealth #MoneyManagement #PersonalFinance #WealthBuilding #SmartInvesting #FinancialEducation #FinancialLiteracy #BudgetingTips #FinancialGoals #InvestWisely #DebtFree #SavingStrategies #MoneyMatters #FinancialPlanning #FutureWealth #FinancialEmpowerment #SecureYourFuture #Fintech #WealthManagement #Investing #FinancialFreedom #RetirementPlanning #FinancialAdvisor

Nice feature on Fairway Wealth Management LLC in InvestmentNews magazine. Really glad the author touched on our focus on reliable value. Controlling things like costs, taxes, investment strategy, follow-through and investment behavior prove valuable no matter the market environment and don't rely on being "right" about a particular outlook or prediction.

📢 Don't miss out on an invaluable opportunity to join the The Investor Relations Society and the The Investor Forum CIC for an event on May 21st! The event will bring together investors and IROs to explore insights from the Investor Forum’s comprehensive assessment, ‘Shaping Tomorrow’s Dialogues: Bridging Gaps Between Companies and Investors.’ 🎤 Gain valuable insights from: - Douglas Radcliffe, Head of Investor Relations at Lloyds Banking Group - Michael Stiasny, Equity Fund Manager and Head of UK Equities at M&G Investments - Sallie Pilot, Senior Advisor, The Investor Forum CIC This is a unique chance to gain fresh perspectives and network with industry leaders. Don’t miss out! #InvestorRelations #InvestorDialogue #InvestmentInsights

We're thrilled to announce our acquisition of Lillie & Company, LLC and Lillie Resource Group, which complements and expands GBQ's capabilities to empower growth of the #creditunion industry. As a result of the acquisition, GBQ will rank #3 in the nation for national market share among audit firms, #1 in Ohio, and #1 on Ohio’s list of public #accounting firms by total credit union client assets. Scott Runyan, CPA, #GBQ Director, Financial Services, shared, “Our shared commitment to the industry is reflected in our combined growth in size, scope and client relationships. Together, we are better positioned to provide comprehensive, best-in-class solutions to empower growth of our clients’ businesses.” Read more: https://hubs.la/Q02_CcQF0