Churchill Asset Management’s Post

Tea break and checking out the Deals special in today’s Irish Times! Includes insight and input from a number of our Transactions partners on the outlook for M&A and capital raising in what is a dynamic Irish M&A market - with some headwinds, strong deal volumes, some clear sector trends and more complex deal structuring and funding models as key features of the current market. Some great perspectives across a number of articles covering trends in M&A for 2023, navigating the labyrinth of funding options for businesses and the importance of being prepared, the role of equity capital in accelerating growth, complexities of deal structuring in today's market, the role of the public markets, funding options for MBOs, navigating the perils of early stage funding, determining an acceptable level of debt funding as part of any capital structure and the role of borrowing in solving financial distress. Check out the link below for the full range of articles - some interesting weekend reading! https://lnkd.in/ezxQuQVw Jan Fitzell Conor Cullen George Byron Ian Whitefoot Brian Fennelly James Anderson

Good read in today's Middle Market Growth Magazine by Danielle Fugazy. As Danielle makes many great points, an excerpt includes thoughts shared by Igor Rozenblit of Iron Road Partners which points to a potential root cause followed by some sage advice on what are bound to become hot topics in the year ahead! A partial quote from the article: “One reason might be the apparent shift away from selecting practitioners, who may be viewed as more ‘industry friendly,’ to selecting academics, who may not have a sufficient understanding of the impact of certain rules...." Worth a read for anyone in [and doing] business in LMM and Middle-Market, IMO. #Insight #Oversight #OutsourcedResources #Audit #DataAnalytics #PrivateEquity #Compliance #ChangeCreatesOpportunity

For private equity, the new year is ringing in new regulatory pressures. As dealmakers look to 2024, there is a host of new rules or proposed rules that private equity firms need to either adhere to or keep a close eye on. Read about them here: https://bit.ly/3H0ONtU #MiddleMarket #Growth #Network #Networking #Deals #Dealmaking #Dealmakers #InvestmentBank #InvestmentBanking #Invest #Investors #PrivateEquity #PE #Advisors #Equity

Today's Middle Market Growth Magazine features an article written by Danielle Fugazy. Her article highlights what Deal-makers are facing in 2024 along with valuable advice from Igor Rozenblit.

An effective investor #Engagement programme is of utmost priority to listed #InvestmentTrusts given continuing scarcity of risk capital. How do you broaden the dialogue with investors in this environment and what are the key elements of an effective engagement and communications programme? We hosted a Marketplace webinar, hearing from London Stock Exchange and Marketplace members Edison Group, Herbert Smith Freehills, Guernsey Finance and TB Cardew. Watch now to hear the discussion around key themes impacting investors in the listed investment trust market, including the prolonged discounts to NAV across fund sectors and the increased consolidation between investment trusts. https://lseg.group/484Zk3g

This week am in Monaco 🇲🇨 meeting High-Networth Individuals, Family Offices and Private Wealth. #investments #invest #dealorigination #deals #familyoffice #privateequity #privatecapital #privatewealth #highnetworthindividuals #highnetworth #investment #capital #wealth #wealthmanagementservices #wealthmanagement #fdi #assetmanagement #business #businessadvisory #facilitation #assetclass #portfolio #investmentportfolio

A 1031 Delaware Statutory Trust (DST) allows for capital gains tax deferral through investment in real estate. It’s a way to help diversify your portfolio while potentially deferring taxes. At American Alternative Capital, we help connect broker-dealers, RIAs, and family offices with sponsor firms offering 1031 DST investments to accredited investors. Our goal is to help make these opportunities more accessible for your clients. Interested in commercial, residential, or industrial properties? 1031 DSTs could be a fit. For more details and to understand the product benefits and risks, visit https://lnkd.in/g6n-P65e. #AmericanAlternativeCapital #ExpertiseDrivingOpportunity #Opportunity #Connection #AlternativeInvestments #Investments #RealEstate #Finances #DST #DelwareStatutoryTrust #CapitalGains #Investors #Investment

This quarter may be an opportune time to consider new opportunities to help diversify and strengthen your portfolio. At American Alternative Capital, we are keen on providing insights into syndicated real estate investments, including the risks and considerations of 1031 DSTs. This tool may allow one to defer capital gains taxes and reinvest in real estate properties. Our goal is to keep you informed on the latest trends and developments, helping you make confident decisions in this space. To gain a more detailed understanding, including an insight into potential risks, visit: https://lnkd.in/g6n-P65e #AmericanAlternativeCapital #ExpertiseDrivingOpportunity #Opportunity #Connection #AlternativeInvestments #Investments #RealEstate #Finances #DST #DelwareStatutoryTrust #CapitalGains #Investors #Investment

“Ten years ago, even finding a lender to finance an internal succession plan was challenging,” she says. “Now we have a bunch of smart people and a bunch of smart money getting into financial professional services.” Read more about what Kay Lynn Mayhue, president and partner with Merit Financial Advisors, and other experts, have to say about how PE interest in accounting and financial advisory firms has spiked: https://bit.ly/481Nu9k #MiddleMarket #Growth #Network #Networking #Deals #Dealmaking #Dealmakers #InvestmentBank #InvestmentBanking #Invest #Investors #PrivateEquity #PE #Advisors #Equity