Marc R. Butler

Best Practices for Integrating Interim Executives As seen in Hunt Scanlon Media's recently released 2024 Private Equity Recruiting Report, Kelsey O'Neal, head of the interim corporate officers practice, and Jeff Camarra, executive director, private equity, at Business Talent Group (BTG), share insights on the benefits of #interim executives for private equity firms, key trends in interim executive demand, and best practices to ensure successful engagements. The arrival of an interim executive heralds a phase of transition, one that needs careful handling to ensure successful integration and collaboration. To fully capitalize on the benefits of interim executives, private equity firms should follow a few strategic integration practices: Establish Clear #Goals and Expectations: Clearly define the scope and objectives of the interim role, distinct from the considerations you make for longer term #hiring plans. This includes specific goals, timelines, and expected outcomes. Clear directives ensure that the interim executive’s efforts are aligned with the strategic priorities of the portfolio company. To read more, and download the full report, please visit: https://lnkd.in/efMupGRk

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Beryl Elites is excited to welcome Annelise Osborne, Chief Business Officer Kadena to the 6th Annual Beryl Elites Alternative Investment & Data Revolution - Thought Leadership Conference, taking place on October 28-29 in New York City. 🗓️ To Attend, Speak or Sponsor, and learn more about our October 28-29 annual conference: [REGISTER] 👉 https://lnkd.in/eurGJ-bu [Detailed AGENDA Oct 28-29] 👉https://lnkd.in/eVsyUecS ✅ For a look at our impressive lineup of past panels and speakers 💡 covering both public and private markets, visit our Beryl Elites channel, now with over 900 videos and 40,000 subscribers, including managers, allocators, investment bankers, and members of the buy- and sell-side community: 🎬[BERYL ELITES CHANEL] 👉 https://lnkd.in/eZEs-3Ri Stay up-to-date on global financial markets, receive updates on our upcoming October Conference, and be the first to know about future events by clicking “FOLLOW” on this page. #digitalassets #cryptocurrency #cryptoregulation #cryptonews #AlternativeInvestments #cadena #berylelites

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The last several years have witnessed a significant increase in the use of continuation funds as the capital markets dried up. Now, per PitchBook, there has been a meaningful uptick in exits from those funds. Per the article: "Continuation funds have roughly doubled their quarterly exit activity, enduring as a viable liquidity solution for PE firms." Any uptick in liquidity activity is a hopeful sign that a recovery is underway. While the Pitchbook article specifically addressed activity in private equity, hopefully we will begin to see signs in the Venture space as well. Endeavor Colorado #privateequity #venturecapital #innovation #investing #founders #startups #entrepreneurship https://lnkd.in/gRW6WPNm

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What are the benefits of operational alpha? 📢 Erkko Etula, CEO and Co-Founder, Brooklyn Investment Group, joined Rusty Sommer, Managing Director – Strategic Partnerships, Flyer Financial Technologies, to try and answer the big question, “how do you serve the portfolio in a personalized way, while making it tax and cost-efficient?”. Take a watch to find out where “operational alpha” comes into this, what it means to Brooklyn Investments, and how it could be implemented into your firm >> http://spr.ly/6041WOYJX #WMEDGE #personalization #operationalalpha

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📈 Missed the live discussion on mastering working capital strategies? We've got you covered! Catch the insightful webinar hosted by Drivepoint, featuring our CEO Andrew C. Curtis, along with Alex Urdea, CFA of Deep Ocean Partners, Andrew Connaughton, CFA of SVB, Austin Gardner-Smith, CEO of Drivepoint, and Steel Capital Management. This session explored: 👉 The benefits of working capital vs. equity capital 👉 The pros and cons of different working capital types 👉 Accurate methods to size your capital needs 👉 Essential data points for each financing option 📺 Watch the webinar recording now to unlock strategic insights for your business growth.👇 #webinar #workingcapital #finance #ecommerce #businessgrowth #funding #startup

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As PE firms prioritize people in #value creation, they are scaling their talent functions by leaning on operating partners. Drew Seaman, managing director of Hunt Scanlon Ventures, takes a closer look at how #talent and #technology are giving new lift to the role >> https://lnkd.in/eKpK62Ft

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High Impact PortCo Leaders Helping PE Sponsors Achieve EBIDTA Targets As seen in Hunt Scanlon Media's recently released 2024 Private Equity Recruiting Report, Tim Tolan, founder, executive chairman, and managing partner, and Tim Russell, head of business development and managing partner at The Tolan Group, sat down with our editors to discuss their longstanding role as #talent advisors to private equity (PE) firms, and how they have always embraced a consultative approach. "Typically, we provide #portco talent from the director level to the C Suite as well as individual contributors depending on the clients’ talent needs," said Mr. Tolan. "We place CEOs and CFOs on a regular basis but in most cases, we are called on time and time again when there is a need to upgrade talent for a given role. It’s not uncommon for us to be asked to build the entire team across a given platform. One example comes to mind for one of clients where we completed 15 search assignments including directors and VP level roles over the course of 18 months. As the platform continued to grow, they needed more expertise and talent to support their #growth." To read more, and download the full report, please visit: https://lnkd.in/efMupGRk

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This was a great discussion. This is actually the condensed version, the geeked out part of the discussion got edited....lol. I really appreciate our friends at LANDI Global (North America)! #merchantservices #fintech #paymentprocessing #landiglobal #teambryte #beyondthesplit #possystem

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MacNicol & Associates hosted a webinar on April 26th, 2024, where the team and the Founder and Chief Investment Officer of Strom Capital discussed macro hedge funds, investing in today’s markets, and much more. Michael Coolbaugh runs and founded Strom Capital, which is located in Virginia. Strom Capital is a component of the Alternative Asset Trust through the Absolute Return Fund. Michael went over inflation, debt markets, equity markets, election cycles, Argentina, and much more. Watch it here: https://lnkd.in/gaZihy6n #hedgefunds #alternativeassets #macroinvesting #investing #markets #globalmarkets #debtmarkets #currencies #commodities

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MacNicol & Associates hosted a webinar on April 26th, 2024, where the team and the Founder and Chief Investment Officer of Strom Capital discussed macro hedge funds, investing in today’s markets, and much more. Michael Coolbaugh runs and founded Strom Capital, which is located in Virginia. Strom Capital is a component of the Alternative Asset Trust through the Absolute Return Fund. Michael went over inflation, debt markets, equity markets, election cycles, Argentina, and much more. Watch it here: https://lnkd.in/gVuZU2jn #hedgefunds #alternativeassets #macroinvesting #investing #markets #globalmarkets #debtmarkets #currencies #commodities

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Most Influential Leader to Look Up To In 2024 Warren Weiss WestWave Capital The Seed Investor Extraordinaire It’s not easy for founders trying to build a startup company. When done with the right guidance it’s proven to be a differentiating factor in building a successful company. WestWave Capital invests in pre-seed, seed, and Series A enterprise startups. They give advice to cofounders, working closely with startups to reimagine industries and advance their product strategies to build a successful company. They focus on building deep technology enterprise companies in areas such as SaaS, Security, Cloud Infrastructure, Edge Computing, Analytics, Robotics and Artificial Intelligence. 👉 𝑫𝒊𝒈𝒊𝒕𝒂𝒍 𝑴𝒂𝒈𝒂𝒛𝒊𝒏𝒆: https://lnkd.in/dVgARUfe #Influential #leaders #enterprise #startups #success #innovations #warrenweiss #industries #successstory #vision #westwavecapital #iot #successfulcompany #technology #investors #WestWave #SaaS #security #clouds #team #Networks #AI #ciotimes #infrastructure #Edge #tech #computing #coverstory #software #ciotimesmagazine #Computing #Analytics #Robotics #Blockchain #technologysolutions #venturecapital #innovation #entrepreneurship #DrivingExcellence #BusinessLeaders

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Most Influential Leader to Look Up To In 2024 Warren Weiss WestWave Capital The Seed Investor Extraordinaire It’s not easy for founders trying to build a startup company. When done with the right guidance it’s proven to be a differentiating factor in building a successful company. WestWave Capital invests in pre-seed, seed, and Series A enterprise startups. They give advice to cofounders, working closely with startups to reimagine industries and advance their product strategies to build a successful company. They focus on building deep technology enterprise companies in areas such as SaaS, Security, Cloud Infrastructure, Edge Computing, Analytics, Robotics and Artificial Intelligence. 👉 𝑫𝒊𝒈𝒊𝒕𝒂𝒍 𝑴𝒂𝒈𝒂𝒛𝒊𝒏𝒆: https://lnkd.in/dbMSKyYP #Influential #leaders #enterprise #startups #success #innovations #warrenweiss #industries #successstory #vision #westwavecapital #iot #successfulcompany #technology #investors #WestWave #SaaS #security #clouds #team #Networks #AI #ciotimes #infrastructure #Edge #tech #computing #coverstory #software #ciotimesmagazine #Computing #Analytics #Robotics #Blockchain #technologysolutions #venturecapital #innovation #entrepreneurship #DrivingExcellence #BusinessLeaders

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Vertical SaaS has been and will continue to be a high priority area for investors. Our latest blog kicks off a series of interviews with private equity leaders, diving deep into their strategies for success in vSaaS and payments. Thanks to Sohum Daftary and Doug Nelson of Long Ridge Equity Partners, a firm that has partnered with high-growth tech companies since 2007, for their insights. ➡ Common SaaS Misconceptions: It’s not as simple as embedding Stripe and moving on. Effective payments strategies require specialized teams and thoughtful design. ➡ Sales Complexity: Payments revenue is transaction-driven, adding layers of integration and compliance that differ significantly from traditional SaaS. ➡ Embedded Payments vs. Lending: Both models present unique challenges, but embedded payments stand out for economic scalability and customer retention. Check out the full blog for more on how Long Ridge is navigating this evolving landscape and supporting portfolio companies in optimizing their payments models. #VSaaS #EmbeddedPayments #Investing #LongRidge https://lnkd.in/gcPyinTw

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On June 26th, Investment Services Shareholder Jeremy Senderowicz will be presenting at the Digital Assets Connection Conference 2024 in Stamford, Connecticut. Visit our website for more details on Jeremy’s session on the near- and long-term implications of Bitcoin ETFs. #InvestmentServices #ETF #Bitcoin #Cryptocurrency #DigitalAssets

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Key takeaways from "Strategic Compensation: Recruiting, Motivating, and Retaining Top Talent" session at #FutureProofFestival featuring Alison Burkett, Snowden Lane Partners, Shannon Spotswood, RFG Advisory and moderated by Mark Bruno, Emigrant Partners: 1. Organic Growth: The holy grail of our industry, yet still a challenge for many firms. Leaders emphasized the importance of:    - Sharing success stories and metrics to motivate teams    - Aligning incentives with growth goals    - Focusing on how advisors spend their time (hint: it should be on revenue-generating activities!) 2. Compensation Structures: It’s not just about the money. Effective strategies include:    - Creating frameworks that encourage the right behaviors    - Capping the number of client relationships per advisor to ensure quality service    - Implementing team-based models to facilitate knowledge sharing and succession planning 3. Succession Planning: A critical issue as our industry faces a generational shift. Key points:    - Develop clear career paths for younger talent    - Create retirement programs for senior advisors to ensure smooth transitions    - Focus on team-based models to retain clients through advisor retirements 4. Next-Gen Advisors: The future of our industry has different priorities. Firms need to:    - Optimize and professionalize business practices    - Rethink fee structures to ensure profitability while delivering value    - Invest in specialized roles (e.g., marketing experts) to drive growth 5. Equity and Long-Term Incentives: Not a one-size-fits-all solution. Consider:    - Setting clear criteria for equity eligibility    - Exploring equity-like incentives such as profit-sharing plans    - Being creative with partnership programs that allow for gradual equity accrual The overarching theme? Alignment. Aligning compensation with growth goals, aligning team structures with succession plans, and aligning incentives with long-term firm success. As our industry evolves, it’s clear that the firms who will thrive are those who can creatively address these challenges while keeping their teams motivated and their clients well-served. What strategies is your firm implementing to drive organic growth and retain top talent? #WealthManagement #OrganicGrowth #TalentRetention #FinancialAdvisors

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Discover how Equis Capital Finance's unique approach as a capital advisor, capital raiser, and loan originator is revolutionizing startup financing. Learn about their tailored strategies that help startups overcome funding challenges and drive innovation for sustained success. #StartupFinancing #CapitalRaising #FinancialAdvisory #LoanOrigination #EntrepreneurialSupport #BusinessGrowth #InnovationFunding #VentureCapital #EquisCapitalFinance #StartupEcosystem

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NEPC's 28th Investment Conference is fast approaching on September 9-10 in Boston! This year’s theme is 'Invest in Tomorrow: Exploring the Intersection of Investments, Innovation, and Impact.' Network with peers and gain insights from NEPC professionals and thought leaders like Rick Rieder, Orlando Bravo, Libby Cantrill, CFA, and Zack Kass. Get an exclusive look into NEPC's proprietary investment framework and market trends. Check out our recent blog post for more detail on what you can expect at this year's conference: https://hubs.ly/Q02Ks43p0 *Please note that NEPC's Investment Conference is for clients and prospective clients only.

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Cambridge Wilkinson Investment Bank Closes $90MM Credit Facility for Infrastructure Development Company Cambridge Wilkinson is pleased to announce the close of a $90 Million credit facility for a fast-growing North American infrastructure development company. This facility will support the company’s strategic expansion plans and will increase their capacity to acquire and develop prime assets.   “Private credit investors are actively seeking opportunities to align objectives with companies that have both the track record, the capacity to deliver, and the pipeline to address our national need for robust and ongoing community infrastructure development. Clients, such as this one, are expanding rapidly and need speed, agility, and access to the best strategic investors – this is where our network is well-positioned to help them meet those needs. We believe that the spectrum of infrastructure development and associated financing is growing, has desirable return profiles, and will continue to attract investors for some time,” said Rob Bolandian, Co-Founder and Global Head of Investment Banking at Cambridge Wilkinson. www.cambridgewilkinson.com Capitalize on Our Connections #team #capitalraise #capitalmarkets #credit #privatecredit #cre #realestate #infrastructure #privateequity #finance #dealmaking #investmentbanking #banking

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