David Sym-Smith’s Post

It can be tough for SMEs to know where to start when selling their business. Who do I approach first? What valuation should I be expecting? What does DD look like? How do I even prepare for a process let alone start one?... Happily there are some top tips here written by this amazing consulting firm I know to help you along the way. Do get in touch if you're thinking of selling up: we can probably help. (And we promise a no jargon, no BS chat)

Equity is crucial in understanding a company's shareholder value and residual ownership in an asset. In the realm of Private Equity, avenues like mutual funds, ETFs, SPACs, and crowdfunding offer opportunities for investment, albeit often limited to qualified investors with substantial commitments and high net worth. Venture Capital, on the other hand, fuels startups and high-growth businesses. VC firms secure funds from limited partners to support promising ventures, paving the way for substantial growth potential. #PrivateEquity #VentureCapital #Investing #Finance #BusinessGrowth

"The index, the stock market have become very concentrated over the last several years...So they're looking for diversification, but still want growth. Venture is one way to access that growth." - GoalVest Advisory founder and CEO Sevasti Balafas, CFA, CPWA®   The topic of venture investing continues to gain traction. Many thanks to Gregg Greenberg of InvestmentNews for an in-depth discussion on our new GoalVest Venture Growth Fund and the opportunity for investors in private markets.   #venturegrowth #investing #RIA #privatemarkets   https://lnkd.in/e3vFGdbc

📣 Last call to join us for tomorrow's free webinar—designed for investors who have invested directly into an early-stage company but have little to no experience investing into a venture fund as a Limited Partner (LP). Laura Webb will introduce what it means to become an LP, cover the basic terms investors are signing on to, and walk through key concepts, economics, and governance considerations. 📆 Wed Sep 18 @ 12 PM MT 🎟️ Register now ⤵️ Osler, Hoskin & Harcourt LLP #investor #limitedpartner #venturefund #venturecapital

The dream of every entrepreneur is to build a thriving business, but the reality of getting funding can be a difficult one. Private equity (PE) and venture capital (VC) are in place to help businesses grow through funding. Depending on your business goals and needs, consider the differences between PE and VC to guide your decisions. #privateequity #venturecapital #businessdecisons #venturestudio #goals #guides #funding #investment

Alternative #investments—such as private equity, venture capital, and real estate—have become increasingly popular. But did you know that they also offer valuable #wealth transfer opportunities? Bernstein experts share insight on the blog:

Private equity vs. venture capital: What’s the difference? - PitchBook #VC #VentureCapital #Finance #Investing

Venture capital is one of the more speculative areas of investing. In 2023 venture capitalists only raised $67 billion, which was the worst year since 2016. In the first quarter of 2024, investors seemed a little more comfortable with taking on some extra risk. Venture capitalists have raised $30 billion in the first quarter of 2024, which on an annualized basis would amount to $120 billion, close to twice the amount raised in 2023. #venturecapital #investing #investors #investments #stock #stockmarket #economy #finances #useconomy #invest

Alternative #investments—such as private equity, venture capital, and real estate—have become increasingly popular. But did you know that they also offer valuable #wealth transfer opportunities? Bernstein experts share insight on the blog:

Alternative #investments—such as private equity, venture capital, and real estate—have become increasingly popular. But did you know that they also offer valuable #wealth transfer opportunities? Bernstein experts share insight on the blog: