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Private Equity

Private Equity Insights

May 03, 2022 Jim Lisy

M&A Industry Set for More Capital, More Opportunity in 2022

There’s no shortage of events focused on mergers and acquisitions, but the premier event this year was ACG Intergrowth® 2022. After a busy week at the Las Vegas conference, it was clear the M&A market is alive and well. Nearly 600 private equity professionals and more than 400...

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February 11, 2022 Corey McLaughlin

5 Proposed Changes to the Investment Advisers Act That Could Impact Private Fund Advisers

On February 9, 2022, the Securities and Exchange Commission (SEC) voted to propose new rules and amendments to the Investment Advisers Act of 1940 that, if adopted, will significantly affect private fund advisers. Below highlights the primary changes and their potential impact.Proposed Investment...

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September 30, 2021 Jim Lisy

M&A Essentials White Paper: The Purchase Price Adjustment

You recently sold your company. Your advisers have been paid, you’ve taken a long overdue vacation and the burdens of deal-making are behind you. Then, surprise! The buyer is claiming you have to “give back” a million dollars of the proceeds from the sale because the assets of...

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February 23, 2021 Jim Lisy

Taking Shape: What Will the Deal Market Look Like for Private Companies After the Pandemic?

If we are now truly able to see the light at the end of the COVID-19 tunnel, what will the M&A landscape resemble when we emerge from our pandemic bunkers?It’s likely that fundamentals for a healthy M&A market will not change — willing sellers, buyers with capital to invest...

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October 06, 2020 Gino Scipione

3 Steps to Understanding the Interplay of Reorganization Value and Fresh Start Accounting During a Restructuring

As your entity, or any entity, begins the process of emerging from bankruptcy under a plan of reorganization, it’s important to determine whether fresh start accounting should apply to the new company. Fresh start accounting is where balance sheet items are adjusted to fair values and gives...

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August 26, 2020 John Cavalier

4 Steps Private Equity Firms Can Take Toward Business Intelligence Maturity

Nearly eight in 10 executives agree with the following statement: "If we could harness all of our data, we would be a much stronger business." Business intelligence can help companies do just that, significantly improving their data and reporting capabilities, and ultimately their...

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June 18, 2020 Beth Reho

Early Adoption of Simplified Goodwill Impairment Rules Could Save Companies Time and Money

With the COVID-19 pandemic being felt around the world, the impact on operations continues to be uncertain. For some businesses, their reputation, along with their goodwill recorded on the company balance sheet, may be impacted as well. The Financial Accounting Standards Board (FASB) has issued ...

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September 04, 2019 Alex Hocking

2 Topics Investment Companies Should Understand in AICPA’s New Valuation Guidance

On August 19, 2019, the American Institute of Certified Public Accountants (AICPA) issued valuation guidance for investment companies on how to value their portfolio company investments. The guide, titled “Valuation of Portfolio Company Investments of Venture Capital and Private Equity...

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March 06, 2019 Aly Cottam

Does Liquidation Basis of Accounting Apply to Investment Companies (and How)?

Liquidation basis of accounting is generally applicable to both private and public companies when liquidation is “imminent.” Investment companies regulated under the Investment Company Act of 1940 are specifically exempt, as they cannot legally change the way they measure their net...

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November 07, 2017 Jonathan Williamson

Management Fee Waivers: Potentials and Pitfalls for Fund Advisers

Private equity fund advisers earn income in different ways, including via management fees and profits interests. Strategic planning techniques — such as opting to waive the management fee — can help an adviser potentially defer income or take advantage of more preferential income...

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