Brian Ward’s Post

The world needs gamechangers and I truly believe that what Brian Ward and Chris Draper are doing with their Human Impact Units (Hu) are a part of that greater solution Companies like Caliber where we are making a true impact in the community by building schools, hospitals, hotels, co-working spaces, workforce housing and modular housing factories are a part of this true impact investing that has measurable positive data points that can be further monetized by global impact investors

Bain & Co reckons that there is $3.9 trillion in committed PE dry powder looking for a home. Even the best funds are slow walking their capital calls. Direct PE enables investors to allocate on a deal-by-deal basis. No wonder that its attracting the interest of UHNW investors and family offices. Long term patient capital will continue to prosper while the larger PE universe sorts itself out. https://lnkd.in/epeuApjH

This morning we have initiated coverage of Duke Capital Limited (LSE: DUKE). #DUKE provides long-term hybrid capital finance to lower-middle market SMEs in a business model unique in the UK. It earns an attractive 12-14% cash yield on initial investment generating reliable cash revenue of c£30m pa, with multiple upside kickers which have generated high returns on recycled investment. Despite increasing returns over WACC, Duke is trading at a discount to its historic rating, which we believe represents a significant opportunity for investors. The company has just announced a conditional £17.2m equity raise with an additional £3m retail offer and plans to attract a further c£100m in third party capital. Duke offers capital preservation, upside on exits and a dividend yield of 9.4%, over four times the average yield on AIM. Read the full note for free on our website, linked below. #Research #Equities #UKEquities #AIM #Fundraising #investmentresearch #investorrelations

We are pleased to launch the Investor & Issuer Forum (I&IF), a new initiative designed to bridge the gap between investors and issuers and enhance the effectiveness of UK capital markets. The I&IF is an expansion of the The Investor Forum CIC's commitment to improving market practices, designed to further enhance working together to address issues of material concern between investors and issuers. We will initially operate within the existing infrastructure of the Investor Forum, ensuring that both forums can work synergistically to strengthen UK equity markets. A Steering Committee of company Chairs and senior leaders from the investment industry will shape the agenda and the Investor Forum will act as the secretariat, leading an agreed programme of projects and ensuring that voices from across the investment chain are heard. We hope stakeholders from across the industry will join us and get involved by signing up for the I&IF newsletter, participating in forums, sharing ideas, contributing to research efforts, or sponsoring events or projects. For more information or to express your interest, you can visit our website https://lnkd.in/ewd-iCHx or contact us at info@investorandissuerforum.org.uk. See the press release here: https://lnkd.in/eJ4m3hvK Read our FAQs here: https://lnkd.in/e57xDq6v #CMIT #CapitalMarkets #Stewardship #UKequity

Understanding the entire value chain of an industry is absolute crucial if you plan on finding the proxies of a mega theme And Capital Markets growth is one of the mega themes of this decade Here's the entire value chain analysis of this sector! Want to learn how to analyse such themes & value chain? Then enrol in our upcoming Advanced Equity Research Program DM me for the details! Join our group here: https://lnkd.in/gVwTKjB4 Follow Global Consilient Research & Piyush Kumar #businessanalysis #businessvaluation

We are delighted to announce the release of the official 2.0 update to the Private Markets Decarbonization Roadmap (PMDR), a collaborative effort with iC International and the Sustainable Markets Initiative’s Private Equity Task Force. At its core, PMDR is a common language for firms to communicate where their portfolios are on their decarbonization journey. PMDR 2.0 introduces additional asset-class-specific considerations for Growth, VC, and Real Estate, along with updates to enhance ease of use, flexibility, and clarity—all while preserving the core framework of the original PMDR. These updates are accompanied by a new PMDR Support Tool that enables portfolio classification and the disclosure of key insights internally and/or externally through automated visualizations. Learn more about PMDR 2.0. https://atbain.co/4960nkR

ICYMI: Check out our industry experts from across the globe sharing insights on five of the most important themes impacting the Valuation industry in 2024. Watch Kroll's International Valuation Standards Council (IVSC) webinar series replays here: http://ms.spr.ly/6043lsS4R

A very thoughtful analysis by Michael Mauboussin and team on how companies with a sustainable competitive advantage can consistently outperform over the long run. Key topics include the importance of industry structure, barriers to entry, and management quality in determining a firm’s success—a great read for anyone interested in strategy and long-term company growth.

We are delighted to announce the release of the official 2.0 update to the Private Markets Decarbonization Roadmap (PMDR), a collaborative effort with iC International and the Sustainable Markets Initiative’s Private Equity Task Force. At its core, PMDR is a common language for firms to communicate where their portfolios are on their decarbonization journey. PMDR 2.0 introduces additional asset-class-specific considerations for Growth, VC, and Real Estate, along with updates to enhance ease of use, flexibility, and clarity—all while preserving the core framework of the original PMDR. These updates are accompanied by a new PMDR Support Tool that enables portfolio classification and the disclosure of key insights internally and/or externally through automated visualizations. Learn more about PMDR 2.0. https://atbain.co/40ZOefe

We are delighted to announce the release of the official 2.0 update to the Private Markets Decarbonization Roadmap (PMDR), a collaborative effort with iC International and the Sustainable Markets Initiative’s Private Equity Task Force. At its core, PMDR is a common language for firms to communicate where their portfolios are on their decarbonization journey. PMDR 2.0 introduces additional asset-class-specific considerations for Growth, VC, and Real Estate, along with updates to enhance ease of use, flexibility, and clarity—all while preserving the core framework of the original PMDR. These updates are accompanied by a new PMDR Support Tool that enables portfolio classification and the disclosure of key insights internally and/or externally through automated visualizations. Learn more about PMDR 2.0. https://atbain.co/48VKL3f