Oister Global’s Post

Private equity strategies primarily involve investing in companies that are not publicly traded on stock exchanges. Private equity managers, also known as general partners or GPs, leverage their knowledge and experience to enhance their portfolio companies' performance over their holding period, aiming to generate substantial returns. Here are some of the steps that private equity fund managers take: 1. Strengthening the management team 2. Acquiring new businesses to improve operations and/or access new markets 3. Shaping the business strategy to position the company for future growth 4. Developing and launching new products 5. Streamlining and improving operations 6. Optimizing the capital structure (the amount of debt and equity a company has) Please join Annova Advisors for a webinar to explore the foundational aspects of private equity investments and discuss the current insights from a leading private equity investment firm. Date and time Wednesday, 6/26/2024 8:00 pm ET / 7:00 pm CT / 6:00 pm MT / 5:00 pm PT Duration: 45 mins Who should attend Investors seeking guidance from experienced private market advisors Webinar Registration https://lnkd.in/eu5AYTFa Host Li Leo Ma, CEO, Annova Advisors Speaker Victoria Krauel Santa-Cruz Analyst, US Private Wealth Partners, KKR #privateequity #financialeducation #financialadvisor #alternativeinvestment

How do you successfully navigate the sale of an RIA business? At the recent Meketa Capital Private Markets Investment Forum, an esteemed panel of industry leaders shared their unique perspectives on building value, planning strategically, and making client-centered decisions: https://lnkd.in/gCwUsUfM #wealthmanagement #privateequity #privatemarkets #RIAs Disclosures: https://lnkd.in/gfGBKFyH

How do you successfully navigate the sale of an RIA business? At the recent Meketa Capital Private Markets Investment Forum, an esteemed panel of industry leaders shared their unique perspectives on building value, planning strategically, and making client-centered decisions: https://lnkd.in/gCwUsUfM #wealthmanagement #privateequity #privatemarkets #RIAs Disclosures: https://lnkd.in/gfGBKFyH

We're thrilled to share that FTV has ranked # 6 out of 106 firms on the 2023 HEC Paris-Dow Jones Growth Capital Private Equity Performance Ranking. The ranking highlights the top-performing growth equity firms globally across funds raised between 2010 and 2019. As our managing partner, Brad Bernstein, said: "It’s great to see our team’s hard work and dedication being recognized with this ranking, highlighting the strength of our consistent strategy and strong performance for our limited partners. We take great pride in identifying, growing and scaling businesses across the financial technology and enterprise technology sectors. Our success stems from our differentiated growth equity model, underpinned by a team deeply committed to collaboration and results, and we will continue to strive to achieve fantastic outcomes for all of our stakeholders." We're honored to be among such a strong cohort of growth equity firms on the list and to play a part in powering growth in the innovation economy. 🙏 📰 Further detail on the ranking, including the methodology for selection, can be found here: https://lnkd.in/e9kPmUqN #growthequity #growthinvesting #PoweringGrowthTogether #FTVForward Please refer to this link for important information related to this recognition: https://lnkd.in/eMi6wEUV

Gen Z’ers tell me short form video is the way to get attention for my #IPO and #capitalmarkets updates. But what happens when you’ve got a face better suited to the text and radio format? As the video shows I’m in London for meetings and the #AIMAwards24 this week but I’d also like to highlight the data driven posts that you may have thought were TL:DR but honestly aren’t. So here are some links with ultrapithy summaries of the main point for recent hard hitting posts we’ve done: - Founders Forum Group - You don’t have to be a unicorn to IPO and other common myths debunked: https://lnkd.in/ebgYC4WJ - UK investors are more patient than US ones (and why this matters): https://lnkd.in/evwu3FDW - You should be invested in a UK smaller companies fund not an S&P500 ETF (not investment advice): https://lnkd.in/eaMtvNY9 We’ve now had 4 microcap #IPO from US to UK YTD (3 of which have been nominated for the AIM Newcomer of the Year Award) and have more Toronto to London listings imminent - more on that and the AIM Awards later this week. cc AIM Awards 2024, MicroSalt Inc., Helix Exploration, AOTI, London Stock Exchange, LSEG (London Stock Exchange Group), Edison Group, HSBC Innovation Banking, BDO

No longer the exclusive domain of institutional investors, private equity investments are increasingly playing an important role in the portfolios of individual investors. Expanding a traditional 60/40 portfolio to include an allocation to private equity may help build portfolio resiliency, adding a new source of diversification and uncorrelated returns. Meketa Capital has developed a new report discussing the potential opportunity for advisors and their clients. Read more here: https://lnkd.in/eUGtuTDv #wealthmanagement #privateequity #privatemarkets #RIAs https://lnkd.in/gay9BtJB

No longer the exclusive domain of institutional investors, private equity investments are increasingly playing an important role in the portfolios of individual investors. Expanding a traditional 60/40 portfolio to include an allocation to private equity may help build portfolio resiliency, adding a new source of diversification and uncorrelated returns. Meketa Capital has developed a new report discussing the potential opportunity for advisors and their clients. Read more here: https://lnkd.in/eUGtuTDv #wealthmanagement #privateequity #privatemarkets #RIAs https://lnkd.in/gay9BtJB

At this year's IPEM in Paris, our Head of Private Equity Jenny Newmarch was interviewed by Tom Robertson, Consultant, from H/Advisors Maitland on the valuable role private equity plays in diversifying our A$180 billion portfolio. She also shared our perspective on the mid-market segment as a rich source of opportunity, our focus on sector diversification and how innovation in the industry has deepened the understanding of the need for increased governance. Watch the below to learn more! #IPEMParis2024 Aware Super

With private markets evolving rapidly, what lies ahead for investors? Jean Salata of EQT Asia and Lionel Assant of Blackstone discuss the future of private markets and the strategies shaping the next phase of growth. Watch the video to learn more: https://from.ubs/6044ouUam #shareUBS #GFO2024 #familyofficeinsights

There is a huge amount of liquidity in private markets, which also offer more flexibility on a range of issues. So how do you make IPOs attractive? asks Lucy Fitzgeorge-Parker Per Einar Ellefsen says companies that have raised capital in very high multiple environments are often founder-led and at some point, founders want to get their value out. That continues to be attractive as a potential IPO and companies then have their opportunity to prove themselves in the public markets. Jenn-Hui Tan comments there are both cyclical and structural elements to this. "Is there a broader governance concern with the health of the public markets?" he asks and notes and there isn't necessarily a clear answer to that. Can public markets promote long-term value better than private markets? Lucy says that brings us to an elephant in the room - US markets and whether Europe can ever 'beat' the US. https://lnkd.in/djgjGzrH #ICGN2024 #conference #governance #corpgov #stewardship #sustainability #investors #assetmanagers #assetowners #AI #listings #IPO #assurance