Private Equity CFO Strategies for AI
Learn how private equity CFOs and their finance teams are balancing the risks and rewards of AI. Download the guide today!| Ontra
Business transformation consultant for strategy, operations and digital. Assessments, roadmaps, KPIs and PMO to deliver measurable results. The post Business Transformation Consultant Guide 2025: Strategy, Operations, Digital, Organization, Change and PMO appeared first on NMS Consulting.| NMS Consulting
Learn how to evaluate merger and acquisition consultants, compare deliverables and pricing, and measure ROI. Includes checklists and FAQs. The post Private Equity Consulting Guide 2025: Due Diligence, Value Creation, Portfolio Operations, Carve Outs and PMO appeared first on NMS Consulting.| NMS Consulting
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
CareCentrix, a home care services provider formerly owned by Walgreens Boots Alliance (Nasdaq: WBA), is now an independent, privately held company. This transition was triggered by the $22 billion acquisition of Walgreens by private equity firm Sycamore Partners, which was finalized on Thursday. The separation of CareCentrix into an independent company restores its original ownership […] The post Sycamore Acquires Walgreens, CareCentix Goes It Alone appeared first on Home Health Care News.| Home Health Care News
The post In Private Equity, Brand Is the New Due Diligence appeared first on Vested.| Vested
Private equity firms systematically bought up and sold out skateboarding companies, killing the counterculture.| The Lever
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
Executive order calls on DOL, SEC to expand retail access to crypto, commodities, private securities| Investment Executive
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
Since the enactment of the Investment Company Act[1] 85 years ago, the asset management industry has grown from $2 billion in assets[2] to more than $39 trillion in assets.[3] Under existing Securities and Exchange Commission (“SEC”) rules, retail investors and lesser-capitalized institutions who do not qualify as accredited investors[4] or qualified purchasers[5] are almost shut… The post SEC Could Broaden Path to Private Equity Fund of Funds Investment appeared first on DarrowEverett ...| DarrowEverett LLP
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
The European Union's Artificial Intelligence Act (EU AI Act) represents a world-first in comprehensive regulation of artificial intelligence technologies| 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
Private equity firms are increasingly snapping up health-care providers in the U.S., which has profound implications for journalists on the health-care beat, according to a panel of experts hosted by the Society for Advancing Business Editing and Writing on July 8. The panel, sponsored by the Commonwealth Fund, consisted of experts Erin Fuse Brown, a […] The post How to report on private equity in health care: Know where to look appeared first on The Reynolds Center.| 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
Benchmarking portfolios is part science and part judgment, which makes it susceptible to bias. Fortunately, there are ways to limit that.| The Daily Upside
Just added to my radio archive (click on date for link): July 3, 2025 Lily Lynch, author of this report, on the NATO summit • Megan Greenwell, author of Bad Company, on the depredations of private …| LBO News from Doug Henwood
Stay updated with Platformonomics' TGIF newsletter, covering AGI, private equity, and the latest industry insights in tech and finance.| Platformonomics
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
As the PE landscape evolves, investment professionals must understand how to correctly capture the full picture of a portfolio company’s performance.| CFA Institute Enterprising Investor
Discover how an NDA playbook and Ontra's AI-powered contract negotiation solution can slash turnaround and completion times.| Ontra
CalPERS retirees are raising funds to have a big go at private equity fee secrecy. Please chip in if you are a California taxpayer!| naked capitalism
Tony Robbins’ latest book, The Holy Grail of Investing, written with Christopher Zook, is a strong sales pitch for investors to move into alternative investments such as private equity, private credit, and venture capital. I decided to give it a chance to challenge my current plans to stay out of alternative investments. The book has some interesting parts, mainly the interviews with several alternative investment managers, but it didn't change my mind.| Michael James on Money
On June 24th, we held an exclusive webinar exploring how companies can leverage consumer transaction data in APAC to drive decisions.| Navigator - Eagle Alpha
On June 16th, we hosted a legal and compliance workshop in collaboration with our partners Shulte Roth & Zabel. Hannah Thibideau, Special Counsel at the firm, joined us to discuss the new Anti-Money Laundering and Countering the Financing of Terrorism Program Rule.| Navigator - Eagle Alpha
Compliance is not limited to production environments. Trial and test systems can introduce serious legal and reputational risks if not handled with equal care.| Navigator - Eagle Alpha
On June 9, 2025, Oregon updated its Corporate Practice of Medicine (“CPOM”) doctrine by passing SB 951, to, among other things, prohibit workarounds to| Health Industry Washington Watch
In this dynamic episode of the Derivative podcast, Jeff Malec sits down with Kevin Jamali, Senior Vice President at Farther, for an unfiltered dive into the evolving world of wealth management. What begins as a journey through Jamali's career—from Chicago Board of Trade futures trader to alternative investment strategist—quickly becomes a provocative exploration of how technology and personalized advice are reshaping financial planning.Jamali and Malec dissect the limitations of tradition...| RCM Alternatives
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
InnovAge, a Program of All-Inclusive Care for Elderly (PACE) provider, went public Thursday. Its goal: to reduce America's reliance on nursing homes.| Home Health Care News
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
Tailoring the Commercial Due Diligence process to the specific nuances of a target and its market ensures that investors gain a truly comprehensive and actionable understanding.| Martec
Explore Oracle's latest earnings report and CAPEX growth compared to competitors, revealing challenges in building data centers and future revenues.| Platformonomics
A blog about markets, finance and all things money related.| aswathdamodaran.blogspot.com
The International Finance Corporation (IFC), a member of the World Bank Group, is looking to invest up to $10 million| The Innovation Spark
In 2025, leveraged buyouts (LBOs) have become the lifeblood of global food and beverage deal-making. From the UK and US to South Korea and Colombia, coffee shops are being swallowed up by private equity – one leveraged buyout at a time. In the UK, public debt hit 95.8% of GDP in early 2025 – opening the doors for a PE transformation of its coffee landscape. As scale is increasingly trumps artisanship, local cafés and specialty outfits are becoming portfolio assets.| Coffee Intelligence
Read More at Inside Investigator >>| Connecticut Inside Investigator
Venture capital isn’t frozen, but it’s generally slower and more selective| Commercial Observer
Recent developments suggest LinkedIn has intensified its efforts to block web scrapers, a move that could be affecting human capital data vendors who rely on this source.| Navigator - Eagle Alpha
Macro funds and Commodity Trading Advisors (CTAs) have been rapidly evolving, adapting to changes in financial markets, and leveraging new sources of information to gain a competitive edge.| Navigator - Eagle Alpha
On May 20th, we held a timely webinar on global fund flow trends. Moderated by Eagle Alpha's Head of Data Sourcing Brendan Furlong, the session explored the impact of “Liberation Day” (April 2, 2025) on market dynamics.| Navigator - Eagle Alpha
Theodosia Stavroulaki reviews how the involvement of private equity in American healthcare leads to, among other negative outcomes, burnout and stress among healthcare workers, particularly physicians. She writes that the consequences could cripple America’s healthcare system.| ProMarket
Robert I. Field argues that private equity’s impact on price competition among nursing homes is limited because prices are mostly determined by Medicaid. However, private equity does impact quality and labor outcomes, which deserve greater government scrutiny.| ProMarket
Commercial Due Diligence (CDD) isn’t just a box to check in the private equity dealflow process—it’s one of the most decisive steps in shaping conviction around a deal. This article outlines what’s inside the envelope of a standard CDD engagement, when it happens, and how we structure our work at Martec around five core pillars. The post What’s in Traditional Commercial Due Diligence: The Five Pillars appeared first on Martec.| Martec
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email And we’re back! A lot has happened in recent weeks while I was indisposed and/or distracted which I may or may not revisit. But most importantly, I’ve […]| Platformonomics
Lightrock Capital, the global impact investment platform backed by the Princely Family of Liechtenstein, has appointed Elizabeth Biney-Amissah as a| The Innovation Spark
On May 20th, we held a timely webinar on global fund flow trends. Moderated by Eagle Alpha's Head of Data Sourcing Brendan Furlong, the session explored the impact of “Liberation Day” (April 2, 2025) on market dynamics.| Navigator - Eagle Alpha
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
Anthony T. LoSasso, Ge Bai, and Lawton Robert Burns argue that critics of private equity’s involvement in healthcare ignore that it is often the only financial lifeline available to distressed healthcare providers and can introduce an improvement in outcomes, including quality of care.| ProMarket
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
Private Equity (PE) is a staple in institutional investing but remains largely inaccessible for the everyday investor. Institutions favor PE for a simple reason—it consistently delivers above-average returns. Here’s why: private equity has historically outperformed public markets like the S&P 500 across every major time horizon. This consistent outperformance, coupled with the ability to leverage operational and strategic improvements, makes it a go-to asset class for high-net-worth inves...| Cur8 Capital
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
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. I made a third appearance on the Telco20 podcast to discuss…| Platformonomics
(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
Platformonomics TGIF is a weekly roll-up of links, comments on those links, and perhaps a little too much tugging on my favorite threads. Get Platformonomics Updates By Email Here is the obligatory…| Platformonomics
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
Logan Snyder has been promoted to Associate. Logan joined Argosy in January 2025, and has played an integral role in building our strategic sourcing program and supporting initiatives such as virtual Cyber oversight and Group Purchasing Organizations. Before joining us, Logan worked as a Value Stream Manager at Pall Corporation and as a Supply Chain Intern at Raytheon Technologies. In his new role, Logan will lead value creation at Unisorb Installation Technologies and co-lead the 2025 Operat...| Argosy Capital
Argosy Private Equity is thrilled to have been named one of the Top 50 PE Firms in the Middle MarketTM by Grady Campbell Incorporated (“GCI”) for the fourth year in a row.1| Argosy Capital
Adapting, Advancing, and Achieving: Charting a Path for 20251| Argosy Capital
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
Learn how private equity CTOs can champion AI for their teams and firms, and how they can become a catalyst for growth.| Ontra
Given this year’s challenging exit environment, private equity firms are leveraging legal technology, data analytics, and AI to prepare for the right exit opportunity. It’s no secret that recent years have been tough on the private markets. According to Preqin data, 2023 saw only 1,962 global PE exits, similar to 1,959 global PE exits in The post Prepare for private equity exits with Ontra appeared first on Ontra.| Ontra
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
Discover how private equity chief compliance officers are using AI to enhance efficiency and reduce risk amid a tough regulatory environment.| Ontra
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
This US 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
Private Equity in fiat world is basically an arb play: swindle founders of profitable small businesses out of their companies, mash them all together, and flip them to the lumpenvestors at a higher multiple.| Mark E. Jeftovic is The Bombthrower
Learn about 4 key risks when relying on traditional entity management and the benefits of modernizing entity management with Ontra Atlas.| Ontra
Non-disclosure agreements are a common private equity contract. What is an NDA and why is it important? Here's what you need to know.| Ontra
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
