Wealth Solutions Report’s Post

#AI is top of the list of hot topics these days. One of the reasons is due to its fundamental importance to technology. Clearhaven's Christopher Ryan joins Nixon Peabody LLP's Amy (Pugliano) O'Keefe to discuss AI impact in the middle market (spoiler: it's a net positive!) #software #tech #privateequity

Our Founding Partner Eric Zinterhofer joined Sonali Basak on Bloomberg Markets to share his thoughts on the outlook for M&A, where the attractive deals lie and how investors like Searchlight with a deleveraging skillset will be able to take advantage of these opportunities in deal making this year. Eric highlighted the role private equity can play in partnering with traditional companies to add value, helping them transform into high growth businesses that are better adapted to the rapidly evolving market. Watch the segment here: #BloombergMarkets #PrivateEquity

What are the main considerations for investors backing an early stage business? Find out the answer to this question - and others - from Seedrs’ recent State of the Investor 2023 report. https://buff.ly/48yqD6R

We’re excited to share a feature interview with ScaleNorth Co-CEO, David Lasky, published this week by “OneGuide”. OneGuide is a PE portfolio acceleration portal highlighting expert authored insights. It’s subscribed to by top-tier PE & VC investors and their portfolio companies for expert growth strategies. In this guide, David discusses how growth-stage companies can leverage technology and outsourcing partners to transition from a full-time to a fractional finance team. View the link in the comments below. #FractionalAccounting #GrowthStrategy #BPO #CorporateFinance

What are the main considerations for investors backing an early stage business? Find out the answer to this question - and others - from Seedrs’ recent State of the Investor 2023 report. https://buff.ly/48yqD6R

After obtaining my CPA license, my first job was as an outsourced accountant. I was amazed how this model was very efficient. The owner and/or CFO who knows the business intimately can focus on strategic initiatives to make the business grow instead of spending time performing accounting/bookkeeping and statutory compliance work. An added benefit is, when the outsourced accountant is unavailable, there is a backup that could continue operating, instead of building redundancy in-house. Combine this model with NetSuite, the value is hard to ignore since the outsourced accountant does not need to travel on-site as work can be performed as long as there is a basic respectable laptop with internet connection.

Today, I'm speaking at the pemacom - Private Equity and M&A Community Conference in Munich together with Andreas Splittgerber (Reed Smith LLP), Graig Gröbli (DealCircle), Dr. Wolfgang Faisst (ValueWorks.ai) and Thomas von Werner (Intermediate Capital Group (ICG)) about 🤖 #AI ☁️ #DigitalTransformation and 🔌 #Technology If you want to learn more about these topics, especially in #PrivateEquity and #M&A, join us at the conference. 🎫

In our latest Dealmaker's Spotlight video, John-Paul Calabrese describes how technology has helped him, the deal team at Equity & Advisory, and their clients overcome challenges in M&A. Watch this video to learn more. #wheredealsaremade

Curious to know how your business can go public other than the traditional, IPO-route? My colleagues Jessica Modafferi, Erika Cabral and I give you an overview of the pros and cons of SPACs in our article below. ⬇️ Happy reading!

What can strategic and financial investors do to improve their chances in the competition for acquisition targets? Find out in this episode of Insight Exchange. https://bit.ly/48soM2V #mergersandacquisitions #strategy