📢 We are beyond excited to share that Alaris Acquisitions has been named the winner of the 2024 Luminaries Award for Industry Disruption by ThinkAdvisor! This recognition celebrates the Alaris Lens, our groundbreaking technology that redefines M&A in wealth management. By prioritizing cultural compatibility over traditional financial auctions, the Alaris Lens empowers sellers to find their perfect match—creating partnerships built to thrive. 🌟 Why This Matters: • Cultural Alignment First: We’ve shifted the focus to what really matters for long-term success. • AI-Driven Insights: Advanced algorithms ensure every match is intentional and impactful. • Efficiency and Innovation: Revolutionizing the M&A process to deliver better outcomes, faster. This award is a testament to our commitment to reshaping the industry and delivering unparalleled value to our partners. A huge thank you to ThinkAdvisor, our incredible team, and all our clients who inspire us to keep innovating! 💡Learn more about our journey and how we’re transforming M&A: https://ow.ly/r4VT50UpWc7 #IndustryDisruption #LuminariesAwards #Innovation #WealthManagement #Partnerships
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Recognizing our disruptive approach to fixing a broken private markets investing process, Opto has been named the winner of two ThinkAdvisor Luminaries Awards: Investment Management - Firm Award (Industry Disruption) Alternative Investment Platforms - Firm Award (Innovation) 2024 has been a transformative year as we continue to redefine the private investing experience and support RIAs and family offices in building and servicing tailored, proprietary private markets funds. https://lnkd.in/eASV_ztV ThinkAdvisor Luminaries Awards (TALA) (Dec. 11, 2024) applicable to 2024. See TALA criteria/process at https://lnkd.in/gjkmuFg8. No compensation paid. See also https://lnkd.in/eDhFF2_h. #ThinkAdvisor #privatemarkets #wealthmanagement
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Unlock your company’s true worth with CRI Capital Advisors’ Market Value Assessment guide, designed to showcase the thorough and customized assessment service that provides strategic advantages in today’s competitive M&A landscape. This guide equips business owners with the tools to confidently assess and increase their business value, paving the way for continued growth and success. Download it now to take proactive steps toward securing your business’s future. #BusinessValuation #MergersAndAcquisitions #GrowthStrategy
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Unlock your company’s true worth with CRI Capital Advisors’ Market Value Assessment guide, designed to showcase the thorough and customized assessment service that provides strategic advantages in today’s competitive M&A landscape. This guide equips business owners with the tools to confidently assess and increase their business value, paving the way for continued growth and success. Download it now to take proactive steps toward securing your business’s future. #BusinessValuation #MergersAndAcquisitions #GrowthStrategy
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Unlock your company’s true worth with CRI Capital Advisors’ Market Value Assessment guide, designed to showcase the thorough and customized assessment service that provides strategic advantages in today’s competitive M&A landscape. This guide equips business owners with the tools to confidently assess and increase their business value, paving the way for continued growth and success. Download it now to take proactive steps toward securing your business’s future. #BusinessValuation #MergersAndAcquisitions #GrowthStrategy
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Unlock your company’s true worth with CRI Capital Advisors’ Market Value Assessment guide, designed to showcase the thorough and customized assessment service that provides strategic advantages in today’s competitive M&A landscape. This guide equips business owners with the tools to confidently assess and increase their business value, paving the way for continued growth and success. Download it now to take proactive steps toward securing your business’s future. #BusinessValuation #MergersAndAcquisitions #GrowthStrategy
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Unlock your company’s true worth with CRI Capital Advisors’ Market Value Assessment guide, designed to showcase the thorough and customized assessment service that provides strategic advantages in today’s competitive M&A landscape. This guide equips business owners with the tools to confidently assess and increase their business value, paving the way for continued growth and success. Download it now to take proactive steps toward securing your business’s future. #BusinessValuation #MergersAndAcquisitions #GrowthStrategy
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Unlock your company’s true worth with CRI Capital Advisors’ Market Value Assessment guide, designed to showcase the thorough and customized assessment service that provides strategic advantages in today’s competitive M&A landscape. This guide equips business owners with the tools to confidently assess and increase their business value, paving the way for continued growth and success. Download it now to take proactive steps toward securing your business’s future. #BusinessValuation #MergersAndAcquisitions #GrowthStrategy
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⏰It's not too late!!⏰ You can still register for our exclusive AOTM webinar with Spotlight Reporting 👉 Register now: https://lnkd.in/eW2xjHkY With only 1 hour to go, don't miss the opportunity to hear from Will Farnell as he dives into how firms can bridge the advisory skills gap. Joining him is Melanie Rollason from Spotlight Reporting, bringing her expert insights. Make sure to tune in and elevate your firm's advisory capabilities! #BusinessAdvisory #SpotlightReporting #BusinessInsights
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📣 Looking to connect with others in the Co Sec space? Want to learn some practical tips to help you get ahead? Or hear the latest on industry changes? Pretty sure we'll have an event coming up that works for you... 🔎 12 June - Last few spaces for our Insights event tomorrow evening where we’ll discuss strategies to shift the view of the Co Sec role to that of a business enabler. Don’t miss this opportunity to hear from industry leaders and gain practical tips with Andrea Davidson Ndukwe FCG (Invesco), Jeremy Small (We Soda), Simon Tutton (LSEG) and Will Chalk (Ashurst). Register at: http://spr.ly/6046jg0U0 📈 19 June - Industry experts from CMS UK, Computershare UK, and The Quoted Companies Alliance will come together in Edinburgh to discuss what is needed to revive the number of companies traded on stock markets. As well as sharing recommendations we will unpack the latest trends in corporate governance, shareholder activism from the 2024 AGM season. Panellists include Merryn Somerset Webb, senior columnist at Bloomberg, Paul Jourdan, CEO at Amati Global Investors; James Baird, PhD senior independent director and audit chair at Macfarlanes and John Britton ACSI & industry director at Computershare UK To reserve your spot please click here: http://spr.ly/6047evfuV 🙋♀️ 27 June – Governance Readout, networking and breakfast client event from 8.00– 9.30 am in our Moorgate office. We will focus on: - Best practice and evolving trends from the 2024 season - What to start thinking about now ahead of the 2025 meeting season - How to better engage with your investors moving forward Places are limited so, please register now to secure your place. https://lnkd.in/eT23kZvF 🏆 🍷 🍻 11 July – OpenSpace. Hot off the press… July will mark the 1st year anniversary of this series aimed at future leaders in the Co Sec community. We’re laying on a quiz night at a City bar. It promises to be a good one and doesn’t clash with any of the Euros! Invitation only so please do contact me, Luke Alexandrou or your Client Manager if you would like to attend. Look forward to seeing you soon at one of these events.
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The Quire team is headed to the Morrissey Goodale Western States M&A and Business Symposium June 12-14th in Las Vegas! Stop by booth 3 and learn how you can boost your bottom line with analytics that equip you to make data-driven decisions. Quire’s Technical Report Management™ (TRM™) platform revolutionizes how you develop and deliver those mission-critical documents at scale, with a workflow that’s automated, streamlined, and efficient from end to end. #TRM #technicalreportmanagement #technicalreportwriting https://lnkd.in/gVdXeR4m
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