Renaud Oury’s Post

We’ve partnered with Advantary Capital Partners! This strategic partnership brings together two industry leaders to provide businesses with the resources and support needed to thrive in today’s competitive landscape. Read more: https://okt.to/l4KaSu #ApexGroup #StrategicPartnership #FinancialServices #GlobalExpansion #WeAreApex

More strategic growth requires a more strategic partner. With Capital Group’s practice management services, we can provide the tools, insights and support that the largest RIA enterprises need to thrive in an evolving market. Contact me to learn more about how we can serve as a catalyst for strategic RIAs’ next phase of growth. Important disclosures: bit.ly/4fWDp2i

🚨New to Exit Planning? Don't miss our free webinar on Thursday, September 12 at 12pm ET. Sam Walters 🇺🇸, VP of Client Relationships at Capitaliz, will share the six most common pitfalls new exit planers fall into - and more importantly - how to avoid them! No matter your role in the advisor team or your level of experience, put this presentation on your calendar. Register here: https://hubs.li/Q02N4BH50 #ExitPlanning #CEPA #Exit Planning Institute #Webinar

The more data your firm can analyze, the stronger your decision making–but volume alone isn’t enough. To act on net new intelligence at competitive speed, you need a global platform that centralizes this information in one place to derive clear, trusted insights. Watch our webinar now to learn how your firm can elevate decision making in the next stage of the data arms race: https://bit.ly/3vy0m9H LaSalle Investment Management | Altus Group | Lionpoint Group (an Alpha Group company) Sach Diwan Raymond Wong, CRE® Naseem Wenzel Greg Pennington #cre #credata

Private equity firms usually focus on financial due diligence, but there are other commonly overlooked areas that can affect the success of an acquisition. Armanino Strategy & Transformation Partner Amy Julian outlines how addressing technology, human capital and customer health will help minimize risks and gain more clarity around the deal you’re making. Interested in learning more about how we can create value at every stage of your investment? Learn about our extensive PE services: https://ow.ly/qm5y30sEslS #PrivateEquity #VentureCapital #DueDiligence

More strategic growth requires a more strategic partner. With Capital Group’s practice management services, we can provide the tools, insights and support that the largest RIA enterprises need to thrive in an evolving market. Contact me to learn more about how we can serve as a catalyst for strategic RIAs’ next phase of growth. Important disclosures: bit.ly/3Zoomsd

⏳ Last call! Don’t miss our webinar tomorrow at 1pm ET with Jared Johnson MBA and the Capitaliz team. Discover how Exit Planning can both boost your revenue and improve client results. You’ll also see a powerful revenue calculator and live Q&A! 👀 Register below! https://hubs.li/Q02RKtQD0 #ExitPlanning #AdvisorGrowth #WebinarReminder #Capitaliz

📣 Our Principal Owner Matthew Little, CFP®, CEPA® was recently interviewed on CAIS Live to talk technology, operations, and how CAIS is helping our firm access alternative investments. Thanks so much, CAIS, for highlighting our firm. Tune in to hear more from Matt! #CAISLive #AltsInvesting #IndependentWealth

Consultport presents the ultimate template for private equity professionals to evaluate current status, develop value creation initiatives and plan exit strategies for their portfolio companies.💡 From current status assessment to strategy evaluation and exit planning, ❝Private Equity Portfolio Strategy Template❞ covers all the essential steps to optimize portfolio performance and drive long-term growth! Download for free and explore: 🔹 Portfolio Analysis & Strategy sections 🔹 An Exit Planning Template 🔹 An Executive Summary ⬇️ Find more info and download here: 🔗 https://lnkd.in/dAgJCX3P #PrivateEquity #PrivateEquityPortfolio #FreeResource #PortfolioStrategy #FreeDownload #PDFGuide

In the dynamic world of private equity, business development professionals need to adapt, leverage technology, and maintain strong relationships. Read more about how to win your business development strategy in 2024: https://bit.ly/4aItdYv #ACGArizona #MiddleMarket