Tax Liabilities for Software and SaaS Companies | LBMC State Tax
This article shares how middle-market companies can navigate recent tax nexus changes for software companies.| LBMC
This article shares how middle-market companies can navigate recent tax nexus changes for software companies.| LBMC
In January 2025, Insight Partners, one of the world’s most active tech investors, admitted it had fallen victim to a The post Cybersecurity Due Diligence for Investors in Acquisitions appeared first on LBMC.| LBMC
No matter what type of equity compensation instrument an organization chooses to employ, it is important to estimate the fair value of the grant so that the compensation expense can be recorded appropriately. The post Estimating Equity Compensation After an M&A Close appeared first on LBMC.| LBMC
On October 16th, we hosted a workshop in partnership with Similarweb which was designed to equip investors with actionable insights ahead of earnings season. This session highlighted how clickstream and app data can be leveraged to analyze company performance at the ticker level.| Navigator - Eagle Alpha
The U.S. Department of Justice’s (DOJ) rule titled “Preventing Access to U.S. Sensitive Personal Data and Government Related Data by Countries of Concern or Covered Persons” and codified at 28 CFR Part 202 entered a critical new phase.| Navigator - Eagle Alpha
Value Creation Vs. Cost Cutting: The Dual Mandate of Private Equity Performance Private equity ownership demands a careful balancing act. Every portfolio company must grow enterprise value creation, while maintaining operational discipline. Too often, firms lean too heavily on one side; aggressive cost cutting that limits innovation or unchecked growth spending that erodes returns. The […] The post Increasing Value Creation vs. Cost Cutting in Private Equity first appeared on Stratify H...| Stratify Holdings
Revenue cycle management and clinical workflow return as providers' key priorities while payers emphasize utilization and network management.| Bain
Get the latest on AI infrastructure, private equity insights, and humorous tech commentary in this week’s Platformonomics TGIF roundup!| Platformonomics
Research shows that private equity acquisitions raise costs and can lead to deterioration in patient care.| Articles – Truthout
A: I’ve got a guy who’s getting me into private equity. | Michael James on Money
The post Investors are buying up Canada’s farmland. Some farmers are getting worried appeared first on The Logic.| The Logic
A staggering 18,000 private capital funds are trying to raise trillions of dollars. Something’s got to give, according to the industry’s biggest players.| Australian Financial Review
Data protection, cross-border transfers, anonymization, and AI regulation have all been strengthened. On May 1, 2025, CAC’s compliance audit measures required companies handling personal information to undergo audits and appoint Data Protection Officers (DPOs) for large-scale data processors| Navigator - Eagle Alpha
As the demand for digital services accelerates, data centers are becoming the backbone of the digital economy—reshaping not only how technology operates but also how energy markets respond to rising needs.| Navigator - Eagle Alpha
The panel focused on AI, alternative data, and compliance, exploring the risks, governance considerations, and practical challenges facing investment funds.| Navigator - Eagle Alpha
While traditional large language models are optimized for words, speakers noted the challenges of handling time series data, and how MCP can help make this integration smoother, strengthening predictive outcomes.| Navigator - Eagle Alpha
We are pleased to announce that Argosy Private Equity (“Argosy”) has exited its investment in Groome Industrial Service Group (“Groome” or the “Company”).| Argosy Capital
The latest NJBIZ list of New Jersey venture capital and private equity firms highlights sector focuses from real estate to life sciences.| NJBIZ
Three years after being acquired by Advocate Aurora Health, Senior Helpers has a new home. The personal care company has been sold to Waud Capital, a| Home Health Care News
Your value-creation plan holds the key to building management teams that can deliver results.| Bain
Private equity firms are increasingly recognizing the importance of talent management in driving value creation. The article outlines seven key behaviors that advanced firms are adopting, including integrating human capital into deal planning, improving talent assessments, and fostering leadership development. These practices mark a shift from traditional approaches, emphasizing the strategic role of talent at all organizational levels.| Harvard Business Review
Historically, the efforts of private equity firms to address leadership challenges have been limited primarily to replacing portfolio-company CEOs. Now, in an era of higher interest rates and more competition for limited acquisition targets, these firms are realizing that they need to make more-systematic investments in leadership development. The author offers a variety of prescriptions for PE firms, portfolio companies, and dealmakers, including hiring and empowering “chief human capital ...| Harvard Business Review
With private equity investors targeting profits—not just growth—value creation is all about operational acumen.| Bain
Crystallization is a pivotal concept in private equity fund management, particularly for General Partners (GPs) seeking to realize the value of their carried interest, or “promote.” As private equity funds mature and assets are monetized, the timing and method of crystallizing a promote can have significant implications for both GPs and Limited Partners (LPs). This… The post Locking In Value: How GPs Use Crystallization to Balance Incentives appeared first on DarrowEverett LLP.| DarrowEverett LLP
Private equity success hinges on the CFO. Here's why PE-backed companies must prioritize CFO selection to drive value creation & max ROIs.| Cowen Partners
The opportunities to invest are expanding, but due diligence is key.| The Daily Upside
While private equity may be transforming the tax, audit & accounting industry, not every firm is sold on it, according to a new white paper.| Thomson Reuters Institute
Eagle Alpha rounds up some of the most relevant legal and compliance articles surrounding the alternative data space over the past month.| Navigator - Eagle Alpha
The erosion of trust in official government statistics, particularly from the Bureau of Labor Statistics, highlights the risks posed when data collection faces political interference, funding cuts, and falling response rates.| Navigator - Eagle Alpha
How can you best track the progress of your portfolio companies, both to report to limited partners and also for your own allocation of time & resources? I summarize here the vectors I generically recommend you use for tracking portfolio company activity. Of course, every VC fund needs to customize their model based on their If this was helpful to you, please sign up for my newsletter.| David Teten
I once heard Morgan Housel say something like this: Something will eventually come along to displace index investing. The context of the comment was a discussion of Benjamin’s Graham’s famous book, The Intelligent Investor. Morgan mentioned that the book changed frequently because investing changed. What works now will not work forever. Will Private Equity Disrupt […]| 1500 Days to Freedom
Explore the latest in antitrust news, including Elon Musk's lawsuit against Apple and the implications of recent Google rulings.| Platformonomics
The Social Enterprise Fund for Agriculture in Africa (SEFAA) — one of Ghana’s most active agribusiness investors and a backer| The Innovation Spark
Private equity’s leverage, opacity, and continuation vehicles raise systemic risks that may erode returns and complicate portfolio management. The post Private Capital and Systemic Risk appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
Advances in NLP, machine learning, and LLMs now allow asset managers to filter noise and extract actionable insights from platforms like Reddit, YouTube, and TikTok.| Navigator - Eagle Alpha
The quality and architecture of underlying data infrastructure determines whether AI delivers real value or expensive disappointment.| Navigator - Eagle Alpha
In private equity, a strong brand and clear narrative have become as critical as performance data for earning LP trust and capital.| Vested
Learn how private equity CFOs and their finance teams are balancing the risks and rewards of AI. Download the guide today!| Ontra
As the use of alternative data becomes central to the alpha generation process, buyside firms are investing heavily in building out their data infrastructure. At the heart of this transformation lies the data sourcing function.| Navigator - Eagle Alpha
Messenger:“I see, lady, the gentleman is not in your books.” Beatrice:“No; an he were, I would burn my study. But, I pray you, who is his companion? Is there no young squarer now that will make a voyage with him to the devil?” Messenger:“He is most in the company of the right noble Claudio.” Beatrice:“O Lord, he will hang upon him like a disease: he is sooner caught than the pestilence, and the taker runs presently mad. God help the noble Claudio! if he have caught the Benedick,...| The Epicurean Dealmaker
Uncover how idle capital distorts private equity returns and why measuring what’s actually put to work gives investors a truer picture of performance.| CFA Institute Enterprising Investor
Tecum’s new SBIC fund, Tecum Capital Partners IV, L.P., will continue the strategies of its prior SBIC funds by making mezzanine loans and minority equity investments across many industries.| Tecum Capital
In a recent episode of The Long View podcast, Cliff Asness, founder and CIO of AQR Capital Management, shared his sharp thoughts on tariffs, market-timing, and the allure of private equity—topics that resonate deeply with investors navigating complex markets.| The Acquirer's Multiple®
On July 29th, we hosted a webinar focused on sentiment analysis across Reddit, YouTube, and TikTok. As investors increasingly turn to social platforms for market insights, understanding sentiment trends has become essential for data-driven investment strategies.| Navigator - Eagle Alpha
Eagle Alpha rounds up some of the most relevant legal and compliance articles surrounding the alternative data space over the past month.| Navigator - Eagle Alpha
On July 22nd, we held a webinar with our partners from Schulte Roth & Zabel to discuss the changing legal landscape for scraping and also amendments to Regulation S-P.| Navigator - Eagle Alpha
We’re happy to share the latest in AltsTech’s series profiling how investment managers are using AI, tech, and analytics to generate alpha. We’re fortunate to interview Gelila Bekele, Founder of Aone Partners. David Teten: Please give us an overview of your firm. Aone Partners is a search fund partnership backed by 14 enterprise software CEOs, If this was helpful to you, please sign up for my newsletter.| David Teten
A SABEW panel spoke on the dangers of private equity in health care and how journalists can go about reporting the issue.| The Reynolds Center
For global investors, the signal is clear: Africa’s moment is here. The only question is, will you be part of building it? The post Private Markets, Public Promise: Africa’s Investment Inflection Point appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
Your essential recap is here Private equity in 2024 was marked by evolving deal dynamics, strategic shifts and heightened regulatory scrutiny. Which significant developments made the biggest waves? Find out with Cooley’s 2024 Private Equity Year in Review, where we take a closer look at the influential trends impacting the investment landscape. Download the report › What’s covered […]| Cooley M&A
Explore a new approach to replicating private equity returns with daily liquidity, combining futures, dynamic asset allocation, and risk management overlays.| CFA Institute Enterprising Investor
I just spoke at the Venture Intelligence Day 2025 NYC on How Private Equity and VC Investors Accelerate Portfolio Company Success, based on my Journal of| David Teten
The post Argosy Acquires Heavy Equipment Colleges of America appeared first on Argosy Capital.| Argosy Capital
Argosy Private Equity is pleased to announce a strategic partnership with NBA standouts Giannis Antetokounmpo, Thanasis Antetokounmpo, and Michael Carter-Williams, collectively known as the “The Splash Squad.” The Splash Squad has invested in the company and signed a Name, Image, and Likeness (NIL) agreement to help grow the Mr. Splash brand across the Midwest.| Argosy Capital
A blog about markets, finance and all things money related.| aswathdamodaran.blogspot.com
Lightrock Capital, the global impact investment platform backed by the Princely Family of Liechtenstein, has appointed Elizabeth Biney-Amissah as a| The Innovation Spark
I was fortunate to interview for AltsTech Ankur Agarwal, Cofounder and CTO of PE Front Office, and author of the new book, Alternative Investments Technology: Bridging the Gap. Personal and Professional Background What’s your background? How did you end up in your seat today? Well, it’s been a ride! I began my career 25 years If this was helpful to you, please sign up for my newsletter.| David Teten
We finished publishing in OpenVC and here our series on structuring the team and legal infrastructure of a new private equity/VC fund. Thanks so much to my| David Teten
Over the last year, the United States government has demonstrated increased concern about private equity’s involvement in health care. Barak Richman and Richard Scheffler discuss why the government’s actions have not yet matched the energy of its words and how academics and policymakers must continue to investigate private equity’s influences as they devise policy to […]| ProMarket
Oxford professor Ludovic Phalippou challenges the private equity status quo in a candid discussion on performance, transparency, and the future of the industry.| CFA Institute Enterprising Investor
Pittsburgh, PA (April 8, 2025) – Tecum Capital (“Tecum”) is excited to announce its investment in TPI Efficiency (“TPI” or the “Company”), a Cleveland-based energy brokerage, energy management solutions, and sustainability consulting firm, offering exceptional value to clients across various commercial and industrial markets. Tecum partnered with ScaleCo Capital (“ScaleCo”), a Cleveland-based private equity firm, […] The post Tecum Capital Announces Investment in TPI Effic...| Tecum Capital
When executed effectively and exhaustively, the resulting intelligence gleaned from thorough CDD provides a clear map to avoid risk, increase volume, enhance margins, and explore numerous other ways to increase the total returns an investor can capture with a specific target.| Martec
Splash Car Wash partners with AEA to drive expansion and boost its carwash growth strategy.| Professional Carwashing & Detailing
The funding will support ADFI’s efforts to develop and scale digital solutions that connect underserved populations| WeeTracker
(Thanks to my coauthor Dolph M. Hellman, Esq., Chair, Orrick’s Private Investment Fund’s Group.) This is part of a series on structuring the team and legal infrastructure of a new private equity/VC fund: Writing the Constitution for Your New Private Equity or VC Fund: Strategy, Culture, Decision-Making, Budget, and Data Ownership The Legal Issues You If this was helpful to you, please sign up for my newsletter.| David Teten
We examined the personalities of more than 900 private equity executives to see how they compare to other employees around the world.| Hogan Assessments
(Thanks to my coauthor Dolph M. Hellman, Esq., Partner, Orrick, Herrington & Sutcliffe LLP; Chair, Orrick’s Private Investment Fund’s Group.) If you are launching your own investment management firm, we recommend designing a “constitution”: a set of documents covering the firm’s goals, legal obligations, and principles for handling disagreement. At Coolwater Capital, the “Y Combinator If this was helpful to you, please sign up for my newsletter.| David Teten
Today, a comprehensive new joint report published by Americans for Tax Fairness, the Private Equity Stakeholder Project, and Americans for Financial Reform Education Fund exposes the often destructive impacts of the private equity (PE) industry on consumers, workers, and communities. In addition to providing several first-person stories of the havoc wrought by private-equity investment, the report details how the tax code makes the industry even more profitable and wealthy PE owners even rich...| Americans for Financial Reform
Middle Market Musings, is a podcast dedicated to the people and ideas of the Middle Market, hosted by Andy Greenberg (GVC) and Charlie Gifford (New Heritage Capital). Listen here! https://www.buzzsprout.com/1714784/episodes/16529261 The Middle Market Musings tour bus pulls into Western Pennsylvania for a lively episode with Steve Gurgovits, Managing Partner & Co-Founder of Tecum Capital. Tecum […]| Tecum Capital
Many have remarked that the rampage of the so-called DOGE and Elon Musk (whose position with DOGE has yet to be formally established as far as I am aware) through the inner workings of the US gover…| Synthetic Assets
The Private Equity Climate Risks project unveiled an update to its public database of the energy holdings of 20 of the world’s largest private equity firms, the Private Equity Energy Tracker, bringing into focus the latest state of private equity investments in the energy sector.| Americans for Financial Reform
Take a closer look at the trends Vested is monitoring across financial services as we move into the new year.| Vested
In our extensive work with private equity firms throughout 2024, Cowen Partners has observed a clear divide in how large-cap and mid-market firms utilize operating partners. While large-cap firms are increasingly moving away from relying on operating partners, mid-market firms are doubling down on their value for driving operational improvements. This evolving dynamic highlights the| Cowen Partners
An interview with Nnennia Ejebe, Partner at Adenia. The post Nnennia Ejebe on the Art of Control Deals in Africa appeared first on Portico Advisers.| Portico Advisers
An interview with Gopal Jain, co-founder and Managing Partner of Gaja Capital. The post Gopal Jain on India’s Transformation appeared first on Portico Advisers.| Portico Advisers
Private equity giants Ares and Sixth, along with Arctos and a consortium of PE firms, met with the NFL to discuss its institutional investment plans.| Sportico.com
Private equity firms made their pitch today to Roger Goodell, NFL executives, and the committee of owners chosen to explore the league's options.| Sportico.com
An NFL committee will hold meetings today with PE firms seeking to invest in teams. NFL owners are expected to vote on PE in two weeks.| Sportico.com
The FT produced an interactive graphic last month exploring the many ways that banks are providing funding to the world of private equity, and asked the question: “could the private equity industry…| Synthetic Assets
Learn how private equity GCs are using AI to ease strain and how they can champion AI adoption across their firms.| Ontra
This Finance survey examines (a) The lower willingness of private firms to go public, combined with the increased number of publicly traded firms being taken private over the last 25 years, is measurably net negative for economic growth; (b) All else equal, reducing regulatory barriers (including reporting requirements such as Sarbanes Oxley 404) to public […]| Clark Center Forum
Explores how law firms can align their AI knowledge and adoption with their PE clients’ needs by partnering with Ontra.| Ontra
Universities, private equity, Blackstone, student housing, illegal immigrants, and smart hubs all converge in this master buyout of America.| coreysdigs.com
Explore the blog outlining Part I & II of key insights and takeaways for LPs and GPs on Bain & Company Takeaways from Global Private Equity Report 2024.| DiligenceVault
John Summers’ recent expose in The Nation looks at the relationship between private equity companies and the autism service Applied Behaviour Analytics (or ABA) in Massachusetts, where he lives. In this episode, John and I talk about the business of ABA and the problematic industries built around autism. His analysis is incredibly key to understanding … Continue reading The role of private equity and lobbying in ABA funding: Talking with investigative journalist John Summers| Noncompliant – the podcast
Before COVID, Florida was seen as a place where old people go to retire. It was never a place where people thought they could build a good career as there weren’t many high paying finance jobs for young professionals. Even today, NYC is still arguably the best place to start a career right after college, […] The post Complete List Of Finance Firms In Miami Florida appeared first on Buyside Hustle.| Buyside Hustle
Work / life balance is one of the biggest concerns for college students when starting a career in finance. For a college educated person in the US, there are so many different paths a person can take in their careers. Whether it’s a traditional Fortune 500 big company corporate finance, investment banking, venture capital, or […] The post Work-Life Balance In Finance Ranked – Best to Worst appeared first on Buyside Hustle.| Buyside Hustle
The most important part of the private equity interview is the case study round. After meeting a few people and going through a number of interviews, you will most likely get hit with a case study where you have to analyze whether a company is a good leveraged buyout target or not. Your performance during […] The post Best Private Equity Case Study Guide + Excel Model + Example appeared first on Buyside Hustle.| Buyside Hustle
The federal government is about to learn more about who really owns nursing homes, including private equity and REITs.| Howard Gleckman
In the face of rising interest, longer holding periods, and a higher bar for company performance, PE firms are looking beyond their traditional focus on financial engineering and beefing up their operations and systems for driving organic revenue growth.| Revenue Enablement Institute
The Corporate Transparency Act (CTA) goes into effect Jan. 1, 2024. Learn how Ontra Atlas helps private funds prepare for compliance.| Ontra
Are NFTs the wedge that will unlock and accelerate capital flows to African startups at scale?| Mike Casey
