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Is hiring an Investment Bank or M&A Advisory firm too expensive when seeking capital or to exit a business? As the Buffett quote goes, "price is what you pay and value is what you get", and assuming you pick right, in this video we discuss why it is undeniably better to be represented in a strategic process. This isn't a bartender selling a drink, whether working with Hill View or any other firm, these are the items we believe should absolutely be considered. #hillviewpartners

The Crucial Role of Manager Selection in Private Equity Co-Investments In the dynamic world of private equity, co-investments offer a unique opportunity for investors to achieve enhanced returns and greater control over their investment portfolios. However, the success of these co-investments heavily depends on one critical factor: the selection of the right managers. Why Manager Selection Matters: 1. Expertise and Track Record: Experienced managers bring a wealth of knowledge and a proven track record, significantly increasing the likelihood of identifying and capitalizing on high-potential investment opportunities. 2. Access to Deals: Top-tier managers often have exclusive access to attractive deals and proprietary networks. Partnering with these managers opens doors to opportunities that might otherwise be inaccessible. 3. Due Diligence and Risk Management: Skilled managers excel in thorough due diligence and risk assessment, ensuring that investments are sound and potential pitfalls are mitigated effectively. 4. Value Creation: The best managers don't just invest; they actively work to enhance the value of portfolio companies through strategic guidance, operational improvements, and growth initiatives. 5. Alignment of Interests: Choosing managers who align their interests with those of co-investors fosters a collaborative environment where everyone is committed to achieving the best outcomes. Key Considerations for Selecting Managers: - Reputation and References: Research the manager's reputation within the industry and seek references from past and current investors. - Investment Strategy: Ensure that the manager’s investment strategy aligns with your own goals and risk tolerance. - Team and Resources: Evaluate the depth and experience of the manager’s team and the resources at their disposal. - Performance Metrics: Analyze historical performance data, understanding both successes and how challenges were addressed. In conclusion, the right manager can be the difference between average returns and exceptional growth in private equity co-investments. Diligent selection based on expertise, track record, and alignment of interests is crucial. Let’s connect and discuss more on how to make informed decisions in private equity co-investments! #PrivateEquity #CoInvestments #InvestmentStrategy #ManagerSelection #ValueCreation #RiskManagement #InvestmentSuccess

Dealing with strong headwinds made most PE and investment management cos, focus on their portfolio companies' operations for 2023-24. After all, we're told “when thunder roars, go indoors”! Regrouping and focusing inward on the internal matters can feel like standing-still, or worse, looking backward which is an uncomfortable sensation for private equity / investment management teams, who are typically hyper-forward focused. Recognizing your team's need for forward progression, use the summer months to evaluate and strategize your portfolio companies and executive suite, this will at least provide the sense of progression while external forces take their time to work through their turbulence. #portfoliocompanies #privateequity #investmentmanager

Interim Managers Guide Regulatory Changes 📊 Navigating new regulations in investment management can be tough. With evolving rules, especially in the UK, firms need experts. Here's where interim managers shine: ✅ Deep industry knowledge. ✅ Immediate impact. ✅ Flexibility to adapt quickly. In 2024, 60% of UK investment firms hired interim managers to handle regulatory changes (source: Financial Times). This trend is set to grow. Interim managers can be a game-changer for your team. Have you considered this approach for your firm? #InvestmentManagement #Regulation #InterimManager Visit cameronkennedy.com for more insights.

If you haven’t worked directly for a private equity firm, it can take some time to figure out the titles and responsibilities. There are a whole lot of partners and VPs running around. Here’s a little cheat sheet. 👇 📄 1. Managing Partner vs. Managing Director: The Managing Partner is often the ultimate decision-maker, bearing the responsibility for the fund’s strategic direction and performance. They usually have a significant ownership stake in the firm, aligning their interests closely with the fund’s success. In contrast, the Managing Director often plays a significant role in operations and decision-making but typically reports to the Managing Partner. 2. Operating Partner vs. Operating Advisor: Operating Partners are typically seasoned executives with hands-on experience in the industries where the firm invests. They take an active role in the management and improvement of portfolio companies. Operating Advisors provide strategic advice without direct operational involvement. 3. Partner vs. Principal: Partners usually hold a more senior position than Principals and often share in the profits and decision-making of the firm. Principals, while still quite senior, are more focused on execution and deal sourcing. 4. General Partner vs. Limited Partner: General Partners (GPs) are responsible for managing the fund and making investment decisions. Limited Partners (LPs) contribute capital and receive returns without engaging in day-to-day decision making. 5. Associate vs. Principal: Associates are often early-career professionals conducting analysis and supporting deal execution. As they gain experience and demonstrate their capabilities, they can progress to a Principal role, where they'll take on more responsibility for sourcing and leading deals. And what's with all the VPs? In private equity, the title of Vice President often serves as a bridge seat between the execution-heavy roles of Associates and the higher-level strategic roles. There can be some nuances from one firm to the next but that’s been my experience. Helpful? What would you add? Give me a follow Joe Kitson if you enjoyed this content and repost ♻ for reach. Check out my blog in the comments for more HR thought leadership where you can also join the movement by getting added to my free newsletter. 👇 #privateequity #pe #peoplestrategy #humanresources #fractionalhr #talentmanagement #kitsonhumancapitalsolutions 

Why does internal control succeed as an ideal ownership structure in today’s consolidation environment? According to WealthManagement.com over 300 M&A deals were made in financial services in 2023. Across all industries, three out of every four CEOs representing absorbed companies leave after a private equity acquisition. On the surface, you might think one owner is no different than the other; private equity is no different than other structures. But the impact of these M&A moves is often overlooked. Policy changes, leadership and staff reductions, and technology transitions that disrupt your business can result. 🏛️Explore Cambridge as a solid firm that stabilizes financial advisors’ businesses amid consolidation: https://ow.ly/vpVr50RYHzz

COMPLETED ASSIGNMENT: Principal, Private Capital https://lnkd.in/emUj9jVH #managementconsulting #humanresources #careers #bestadvice #strategy #management #completedassignment

In a new article from the Charles Aris blog, we share why more private equity firms are hiring strategy consultants for their deal teams: https://lnkd.in/eQvgXe8i...

In a new article from the Charles Aris blog, we share why more private equity firms are hiring strategy consultants for their deal teams: https://lnkd.in/eDy3DsVr...

🌟 Exciting times at Carlyle Connections! 🌟 Today, we engaged in a comprehensive due diligence session, where we did a dive deep into evaluating potential investment opportunities. This process involves analyzing financials, assessing market conditions, and understanding the operational dynamics of companies. It's all about making informed decisions to maximize value for our clients! 💼🔍 #CarlyleConnections #DueDiligence #InvestmentStrategies #Teamwork #Finance