CFA Society Los Angeles’ Post

The investment landscape is shifting. Join our managing partner Mark Wilson over on Insider Media, as he dives into the key factors that will shape deal making the in the Midlands under the new government: https://loom.ly/SCj1m-s #corporatefinance #corporatefinanceadvisors #corporatefinanceadvisor #mergersandacquisitions #manda #privateequity #sellingacompany #mbo #exitstrategy #midlands #growthcapital

Unlocking the 1099 Model: Is it the right fit for your advisory business? Watch Harris Baltch, Dynasty Head of Investment Banking, share the pros and cons of adopting this approach as several major PE-backed firms, like Merit, Perigon, and Integrated Partners, incorporate it into their strategy as a complement to their traditional W-2 business. If you are interested in exploring M&A opportunities and need assistance in connecting with the right team, visit https://lnkd.in/e8NR-y72. Our team is here to provide personalized guidance tailored to your unique needs. Our advisors are independent but not alone. Independence is #PoweredByDynasty #wealthmanagement #independentfinancialadvisor #RIAs #financialadvisor #financialplanning #businessplanning #mergersandacquisitions #thoughtleadership

The outlook for private capital remains positive in mid-2024 as pressure for dealmaking builds despite economic uncertainty and valuation gaps. Read our global M&A outlook: https://pwc.to/3z5w1Ry #PwCDeals #IndustryTrends #PrivateCapital #PE

The outlook for private capital remains positive in mid-2024 as pressure for dealmaking builds despite economic uncertainty and valuation gaps. Read our global M&A outlook: https://pwc.to/3z5w1Ry #PwCDeals #IndustryTrends #PrivateCapital #PE

The outlook for private capital remains positive in mid-2024 as pressure for dealmaking builds despite economic uncertainty and valuation gaps. Read our global M&A outlook: https://pwc.to/3z5w1Ry #PwCDeals #IndustryTrends #PrivateCapital #PE

The outlook for private capital remains positive in mid-2024 as pressure for dealmaking builds despite economic uncertainty and valuation gaps. Read our global M&A outlook: https://pwc.to/3z5w1Ry #PwCDeals #IndustryTrends #PrivateCapital #PE

Next stop: ABS East 2024! 🚀 🌴 Book a meeting with us: https://lnkd.in/gWea6hMG Our Stratus Financial team is headed to Miami to connect with industry leaders and explore the latest in structured finance. Don’t miss the chance to meet our MVPs: Anthony Geraci , Chief Executive Officer Brandon Martini , Chief Operating Officer Alan Rios , Chief Investment Officer Chris Ragland , Principal Eljona Shkreli, MBA , Head of Investor Relations They’ll be diving deep into the trends shaping the future of finance. See you there! #ABSEast2024 #LeadershipInAction #StratusFinancial #AssetBackedSecurities #FinanceInnovation #FinancialGrowth #InvestingInTheFuture #MiamiEvents #ABSMarket #StructuredFinance #InvestorRelations #IndustryLeaders #CorporateFinance #ABSEast #CapitalMarkets #FinanceConference #NetworkingOpportunities #FutureOfFinance #FinancialServices #ABSIndustry #FinanceLeadership

While many organizations identify opportunities for excess return, #consulting firms have the benefit of independence and access to opportunities no matter the source. Learn how the traditional #investment consulting firm model is ideal for #OCIO: https://ow.ly/gTPN30sGJqs #Wealth #BetterDecisions #Investments

The 2,715 early filers of CY 2023 401(k) plans sum $232M in investment advisory and mgmt fees, updated at OnlyBoth.  Here are top noteworthy improvement opportunities so far: https://lnkd.in/eKzBZAXK Unprecedented performance transparency via benchmarking done right. #401k #erisa #benchmarking #fiduciary #planadvisor #plansponsors

In a recent interview, Jeanette Roatch spoke with Craig Dickens, CEO of Merit Investment Bank, about the challenges in M&A. ** Dickens highlighted that "in 2022, only 61% of businesses successfully completed transactions, with financial due diligence being a key factor in many failures." ** ⛔️ Watch the full interview to learn how to avoid these pitfalls! https://buff.ly/4dhZtSS #M&A #FinancialDueDiligence #BusinessSuccess #MergerAndAcquisition #ExpertInsights #CPA #BusinessGrowth #BusinessTips