Stephanie Lippert

Need to deploy capital, but worried about overpaying for “non-diamond” assets? Read about five areas/levers that should rise to the top of the buyer’s list trying to find future value. Learn more from Accordion's CEO Nick Leopard discussing in Forbes the valuation disconnect between dry powder that needs to be deployed and logjam of companies that need to be sold. https://lnkd.in/ePTyFCwX #CapitalDeployment #InvestmentStrategy #PrivateEquity #AssetValuation #DryPowder #MergersAndAcquisitions #BusinessGrowth #FutureValue #ForbesInsights #CorporateFinance #ValuationAnalysis #BusinessStrategy

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We approach impact investing using four business segments, or quadrants, that readily identify companies' potential impact and investment benefits. Learn more from Head of Impact Investments David Helgerson: https://gag.gl/Z560MH

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I am a bit delayed posting this but Los Angeles-based middle-market private equity fund manager Truelink Capital has come up today in 3 different conversations. Congratulations on the raise of their inaugural private equity fund of $875 million exceeding its target of $600 million and the original hard cap of $750 million after spinning out of established fund manager Platinum Equity. Limited partners in the market across the globe are seeking middle-market private equity strategies and well-founded emerging managers, not the inundation of "overnight fund-managers" that took place the past decade, and the Truelink Capital Team have the characteristics and track record to building their own successful fund managers after their tenure at Platinum Equity. The Fund received strong support from a diverse group of global investors including #pension plans, #foundations, #insurance companies, financial institutions, #familyoffices and #consultants. Founded by Todd Golditch and Luke Myers, formerly of Platinum Equity, Truelink Capital has brought their well-established, operationally-intensive strategy to the middle market. Truelink Capital pairs deep industry experience in the Technology-Enabled Services and Industrials sectors with a commitment to building partnerships that drive long-term value creation. Looking forward to catching up this fall! #alternativeassets #emergingmanagers #fundmanagers #privatemarkets #capitalmarkets #fundraising #limitedpartners #losangeles #middlemarket #privateequity https://lnkd.in/g6YeqqZD

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Secondaries and GP stakes are harmonious areas of investment: both capitalize on the growth in private markets… firms are increasingly recognizing the benefits that a partnership can bring in terms of providing capital and expertise.     Thanks to PEI for the feature and Ward Young for the partnership on the demand we’re seeing across the GP stakes landscape!  

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🔍 Want to land a role in private equity or create your own deal? Our playbook for executives offers a comprehensive roadmap to enter the PE field, emphasizing networking, strategic positioning, and leveraging resources effectively. Read more here: https://buff.ly/4flClVy 💼 Learn more about Blackmore Partners: https://buff.ly/42iNmB3 📅 Have questions? Schedule a meeting with our Director Chris Melton here: https://buff.ly/4cpKqHv #PrivateEquity #CareerGrowth #ExecutiveRoles #BlackmorePartners #PECareers

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For C-suite leaders, strengthening business resilience means undertaking a long-term adaptation strategy that addresses physical risks and uncovers new opportunities. It was a pleasure to contribute to our guide. Get ready for #ClimateWeekNYC by learning how to equip your organization for the challenges ahead. #BainAtClimateWeek https://bit.ly/3APeKwL

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As more single-family investment offices build out teams while talent continues to also make moves between offices, this 2023 #compensation survey report from Botoff Consulting and Morgan Stanley Private Wealth Management (thank you for these insights!) seem to be referred to often in the industry. Definitely worth a read! The reports are produced biannually. #familyoffices #talent #alternativeassets #privatemarkets #hiring #capitalmarkets https://lnkd.in/gu7WgkCC

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Interesting view on impact investing :) In this episode of Deal Volume, McKinsey’s podcast on private markets, host and McKinsey partner Brian Vickery speaks with David Su, a managing partner and cohead of the impact investing team at Apax. The two discuss the evolution of impact investing, the importance of measuring impact, the case of AGI portfolio company Swing Education, and a key lesson for impact investors to keep in mind. An edited version of their conversation follows.

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At the end of 2024 diversification remains a cornerstone of family office strategies, but the definition of a "diverse portfolio" is evolving. Q3 saw a notable shift towards alternative investments and life insurance policies aimed at preserving wealth across generations. https://lnkd.in/g-N4qnw4

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🤔 Sounds like Pearl IO paid these guys...We didn't, but it doesn't hurt that they highlight how and why we exist and how we approach supporting PE partners succeed. Check out this recent Alvarez & Marsal webcast. Quick summary / takeaways: Generative AI is reshaping PE by accelerating deal execution, enhancing problem identification speed, and deepening analysis. Neat to see dialogue within PE continue regarding opportunities to enhance methods and outcomes. #PE #PrivateEquity #AI #Innovation #DataAnalytics #duediligence #diligence #portfoliomonitoring #valuecreation https://lnkd.in/dD3wznWS

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Last week at our alternatives academy in Hudson Yards, we heard key market insights from our research and investment teams in private equity, private credit, and infrastructure. They highlighted the ongoing growth in private markets as companies find innovative uses for private capital. Additional topics ranged from the potential impact of the recent Fed cuts to how advisors can practically implement private markets in a portfolio.   Explore our resources to learn more about opportunities in private markets ->https://1blk.co/3YoB9uf Markets:prvd:fa:hearsay:fa:Event:dem:spl For Professional Investors Only #alternatives #privatemarkets #investing

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The recent unveiling of public-private debt funds by Capital Group and KKR underscores the strategic appeal of private debt investments. These funds offer investors access to diversified yield opportunities and potential stability, especially in volatile markets. The blend of public and private debt within one fund structure provides a balanced risk-return approach, making it a compelling addition to a portfolio. As private credit continues to expand, it serves as a valuable asset class that addresses the growing demand for alternative investment solutions. #private_debt #high_yield #alternative_asset_class

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Private Equity funds are elevating their operating teams and partners as a key driver of value creation at their underlying portfolio companies. Learn how to implement these changes for greater success. #PrivateEquity #PrivateCapital David Brown I Hugh Lloyd Ellis I Kevin Desai I Steve Roberts I Mairi McInnes

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Unlock the potential of the Lower Middle Market! 📈 Discover how executives can tap into the LMM to drive value creation, increase cash flow, and secure lucrative roles in private equity. Our latest guide, "Unlocking Value in the Lower Middle Market: A Numbers-Based Playbook for Executives," offers actionable insights and strategies to excel in this dynamic space. Don’t miss the opportunity to monetize your expertise and create new streams of income! 💼 Discover more about Blackmore Partners: https://buff.ly/42iNmB3 📅 Have questions? Schedule a meeting with our Director Chris Melton: https://buff.ly/46DZD46 #PrivateEquity #ValueCreation #LowerMiddleMarket #ExecutiveRoles #BlackmorePartners

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-Looking forward to the panel at the Markets Group's Private Equity Boston Forum on Thursday morning. On the agenda for the panel: Given the current investment environment, how can we best invest, create value and find liquidity for our investors?

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In recent weeks, we've witnessed a significant leadership reversal and market sell-off, coupled with volatility across equities.  While economic growth is moderating and recession fears have increased, my colleague Russ Koesterich’s latest insight explains why he believes a recession is not necessarily on the horizon. He also highlights how recent volatility underscores the need for quality, and why he sees the most opportunity with stocks with consistent fundamentals: stable revenue, earnings, and margins.   Check out the full article to explore strategies to navigate today’s current market landscape ->https://1blk.co/4dBCK4p #stockmarket #equities For Professional Investors Only

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New research by Cambridge Associates and BCG shows that private equity and venture capital firms whose ownership is predominantly women or people of color may unlock access to differentiated deal flow for their limited partners and other investors. Read the full article here: https://ow.ly/TlZC50RQxvt

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Strong preparation and restoring confidence will be key for the resurgence of M&A activity. We are already seeing signs that deal preparation is gearing up, and once confidence follows, we expect the market—and dealmakers—will move quickly. Learn about the current dealmaking imperatives and what dealmakers can do to prepare in our mid-year outlook: https://pwc.to/4enzPxD #PwCDeals #IndustryTrends #SaveTheDate

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