Browsing Tag
Family Offices
38 posts
Entrepreneurship Through Acquisition: A New Path to Business Ownership and Investment
Entrepreneurship Through Acquisition (ETA) is emerging as a viable investment strategy, offering lower risks and strong returns by acquiring established businesses, appealing to a diverse range of investors.
Investment Red Flags: When NOT to Invest
Critical investment red flags, including unrealistic projections, leadership instability, opaque structures, and external risks.
March 25 Private Markets Intelligence
Private Markets Intelligence – February 2025 In this article IN COLLABORATION WITH Wyatt Cavalier from Altea Email Capture…
ILPA’s Updated Reporting Template: Great in theory, but will it be adopted?
ILPA's updated reporting template aims to enhance transparency in private equity. However, doubts remain about its adoption and effectiveness without regulatory changes enforcing standardized practices.
2025 What’s Ahead
Private markets face uncertainty in 2025, but alternative investments remain in demand. From private credit to climate tech, niche opportunities abound for investors seeking long-term value amid shifting macro trends.
Alternative Liquidity Solutions in a Constrained IPO Market
In a constrained IPO market, M&A, private debt, and continuation vehicles are emerging as vital alternative liquidity solutions, facilitating exits and strategic financing for fund managers through evolving market dynamics.
Stress Testing Your Investments: The Ghost Portfolio Approach
The Ghost Portfolio approach stress-tests investments by simulating historical scenarios, helping investors identify risks, refine strategies, and enhance portfolio resilience amidst market uncertainties.
Cash Flow Planning for Private Investors
Clockwork helps High-Net-Worth Individuals and Family Offices manage liquidity effectively, align investment goals, and navigate market fluctuations while ensuring financial stability.
Best Practices for Real Estate Due Diligence
Effective real estate due diligence involves thorough assessments of financial, legal, environmental, and market factors. A well-structured checklist aids in identifying risks and optimizing investment decisions for long-term value.
How to Build an Investment Policy Statement That Will Stand the Test of Time
An Investment Policy Statement (IPS) is essential for investors, guiding strategy via objectives, governance, risk management, and parameters, ensuring accountability and alignment with investment goals through regular updates.