News & Views
Capital Markets Thoughts and Guidance
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PRIVATE FUND PLACEMENT AGENTS: Valuable or Not?
January 26, 2023 The process for sourcing capital for funds has changed dramatically in the last 15 years while the Placement Agent process has essentially remained the same over this time period. In... Read More -
Tidings of Cheer and Good Fortune for 2023!!
December 21, 2022 Wishing everyone a Holiday Season full of Joy and Happiness… Read More -
WHEN THE GOING GETS TOUGH/THE TOUGH GET GOING: 5 Capital Seeker Survival Tactics
December 13, 2022 It may be an understatement to say that the end of 2022 was one of the worst years for Capital Seekers in twenty years. Bloomberg reports that “Venture Capital Deals... Read More -
DEER ISLE: Insights, Flows & Investment Trends
December 13, 2022 Market Liquidity – Large capital resources available once Fed stops hiking interest rates: We have seen internal surveys done by large wealth advisors which show that cash balances/equivalents are approx. 40% of... Read More -
GUEST POST: ESG RATING AGENCIES – What Investment Managers Need to Know
December 13, 2022 As COP 27 is wrapping up in Egypt, and we are reminded of our responsibility to take urgent climate action, many investment managers are looking for ways to align their... Read More -
WE ARE TALKING ABOUT PROCESS, CAPITAL PROCESS: Summed with 4 Steps that Increase Valuations & Success
November 15, 2022 Given tight capital market conditions, it has become more important than ever for all types of Capital Seekers including Venture Capital Companies, Lower and Middle Companies whether family or institutionally... Read More -
VENTURE CAPITAL DIVERSE TRANSACTION SOURCING / Help Needed!?
November 14, 2022 Venture Capital Providers including Funds and Family Offices are typically searching for the “best” opportunities. “Best” opportunity is often in the eye of the beholder when companies are venture companies... Read More -
DEER ISLE: Insights, Flows & Investment Trends
November 14, 2022 Are you or one of your portfolio companies (or potential referrals) waiting for capital market conditions to improve before launching or continuing capital sourcing? We are hearing that many capital... Read More -
CAPITAL SOURCNG MISTAKES TO AVOID IN CURRENT MARKET CONDITIONS: 3 Common Mistakes That Lower Valuations/Reduce Success
October 27, 2022 Capital market conditions have significantly changed since the beginning of the year, and it is more important than ever for Capital Seekers to use best practices when they are sourcing... Read More -
KNOW WHERE YOU STAND: Capital Sourcing Peer Group Analysis & Benchmarking
May 18, 2022 By Richard Miller Understanding the competitive environment is a key component of developing a successful strategy when a company is undertaking a new line of business or launching a new... Read More -
FAMILY BUSINESS – SALE OR CAPITAL: 5 Steps to Highest Valuation
May 17, 2022 For family businesses to attract capital with the best terms, they must be prepared to interact with Capital Providers in an institutional manner. This means that a family business owner... Read More -
DEER ISLE: Insights, Flows & Investment Trends (May 2022)
May 17, 2022 Inflation/Trucking: New truckers are entering the system, so pricing should come down. According to a trucking logistics company, spot prices for semi loads have risen as high as 2x historical prices,... Read More
