When an M&A deal closes, the real challenges can begin. In this Family Wealth Report article, Andrew Marsh, Vice Chairman of Dynasty, shares crucial lessons for RIAs and wealth management firms navigating post-merger integration, building off Harris Baltch, Dynasty Head of Investment Bank's analysis and unique perspectives. https://bit.ly/4aVx7MV Our advisors are independent but not alone. Independence is #PoweredbyDynasty #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech #thoughtleadership #mergersandacquisitions
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Why are so many firms stepping into the spotlight with capital raise announcements? Tune in to hear from Harris Baltch, Dynasty Head of Investment Banking, as he sheds light on the strategic role of media in the capital-raising journey, drawing attention to potential investors who might otherwise fly under the radar. If you are interested in exploring M&A opportunities and need assistance connecting with the right team, visit https://bit.ly/4buTIAF. 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
Dynasty Investment Bank Insights: Usnig the Press for a Process
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Huge thanks to all of the sponsors who presented at our REITs roundtable earlier this month as they made the case for why now might be a good time for investors to revisit this unloved sector. Henry Butt AEW UK REIT PLC AEW, Nick Montgomery Schroders Capital, David Lewis Life Science REIT Ironstone Asset Management, and Robert Abraham CFA Supermarket Income REIT Atrato Group. Read Sarah Godfrey's full note on the sector and these REITs here: https://lnkd.in/d4cqvkFH Next up... our Listed Private Equity Conference! #REITs #investmenttrusts #equities #LSE #research #realestate #UKrealestate #capitalmarkets #listedprivateequity
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While revenue multiples are prevalent, nuances in revenue sources call for a closer look. Watch Harris Baltch, Dynasty Head of Investment Banking, share how EBITDA emerges as a more robust metric, offering insights into profitability and cash flow. If you are interested in exploring M&A opportunities and need assistance in connecting with the right team, visit https://lnkd.in/eZS23AtU. 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
Which Is the Right Multiple: Revenue versus EBITDA
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We explain why the UK mid-cap sector offers appealing valuations for growth-seeking investors, with trusts like Schroder Uk Mid Cap Fund Plc offering access to an exciting opportunity pool. Read more here: https://lnkd.in/dhBPzPHH Capital at risk.
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We’re thrilled to share that we’ve completed the acquisition of Victory Park Capital Advisors, LLC (“VPC”), a global private credit manager. We’re excited to welcome the VPC team to Janus Henderson and to broaden our private credit capabilities for our clients, as well as enhance our position in the global institutional market. Find out more about the acquisition here: https://ter.li/k90xet #JHI #JanusHenderson #BrighterFutureTogether #VictoryParkCapital #PrivateCapital #JHInsti #Institutional #PrivateCredit Investing involves risk.
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I’ve heard consistently positive feedback on these summits from both LPs and GPs. If you’re in New York this week see the details below from Kevin McCaffrey and Private Markets Insider
In two days time, Private Markets Insider (PMI) and Harvard Alumni Entrepreneurs (HAE) will be hosting the NYC Alternative Investment & DealConnect Summit for our audience of LPs, GPs, Bankers, and Business Owners. Don't miss out on this amazing opportunity to hear from 23 renowned speakers across the private markets industry. Special thanks to supporters, Star Mountain Capital and Greenberg Traurig, LLP. Learn more about the Summit here: https://bit.ly/SMC-PMI-NY #LMM #FundManagers #InstitutionalInvestors #FamilyOffice #WealthManagers #InvestmentManagement #PrivateDebt #StarMountainCapital #GreenbergTraurig #PrivateCredit #PrivateEquity #Secondaries #PrivateMarkets
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Well played, TJ! This illustrates one difference between someone who considers LPs as truly invested partners by entrusting them with their capital and someone who sees communicating with LP investors as a necessary evil in keeping their business's banking system running. Learning to identify and deal with both of these personality types is a HARD truth for an LP investor.
You'd be surprised how few syndicators do this: When we close a deal, I call every investor to tell them we closed, congratulate them, and thank them for being a part of it. I'd say <5% of the deals I've passively invested into have done this. But I remember the ones that did... After all, we're doing the deal with investor capital. They deserve to hear that we now own it and are getting to work 🤷♂️
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🧭 What strategies and lessons from past downturns can help VCs navigate current valuation challenges and maintain LP confidence? At #VCF24, hear form Ian Connatty (British Business Bank), Gina Domanig (Emerald Technology Ventures) and Daniel Keiper-Knorr (Speedinvest) on this panel discussion moderated by Alix Altenor, CFA, CPA (PwC Luxembourg). Register now 👉 https://lnkd.in/eCqDJMN5 #VentureCapital #PrivateEquity
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Corey Russell closed 9 transactions in Q2 🔥 🔗 Learn more about Matthews™ Capital Markets and the deals listed below: https://lnkd.in/gKsdPTcy #Matthews #CRE #RealEstate #CapitalMarkets
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Great to speak with Private Equity News about what this year has in store. In all my years in private equity, I’ve rarely sensed such deep shifts in the industry. Consolidation is expected and there is an electric energy around deal activity, which could reshape the landscape significantly over the coming months. Exciting times ahead.
“It feels like the first time in my career that the tectonic plates of the industry are really shifting.” Find out what else Managing Partner James Brocklebank had to say when he spoke to Private Equity News on what the next 12 months may hold for the private equity industry. https://lnkd.in/eUqMfrzW
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