Private financial markets: The Road to Next

Market trends affecting investor-backed private companies The Road to Next series explores investment trends defining the private financial markets and covers strategies, liquidity concerns, market dynamics, and more. Our latest edition reviews fintech’s role in deepening expansion stages, growing interest in the cryptocurrency space, and how organizations can find a competitive advantage through compliance. A…

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Getting ready to go public -How private equity (PE) investors can help

Initial stock offerings are skyrocketing, heightening pressure on private companies to prepare to go public. The to-do list is long, covering management to financial systems to future performance projections. Many organizations don’t realize that private equity (PE) investors can be a valuable resource. The IPO window is open The floodgates have opened for late-stage growth…

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Going Public With the Help of PE Investors

By Jason Menghi & Heather Gates, Deloitte How private equity (PE) investors can help Initial stock offerings are skyrocketing, heightening pressure on private companies to prepare to go public. The to-do list is long, covering management to financial systems to future performance projections. Many organizations don’t realize that private equity (PE) investors can be a…

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Integrating ESG strategy into PEI portfolios

By Jason Menghi & Kristen Sullivan, Deloitte Incorporating ESG strategy across investment portfolios may open access to capital With the current shift in capital markets and a shrinking public company market, private equity has become a mainstream investment option among large institutional investors. Accordingly, private equity investors (PEIs) need to be considerate of stakeholders’ needs…

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Polar Vortex Slammed Durables

By Diane Swonk, chief economist, Grant Thornton Orders for durable goods orders plummeted 1.1% in February after rising an upwardly revised 3.5% in January. Unusually harsh winter weather across the South and the oil patch took a toll on manufacturing activity during the month, delaying shipments into March. Aircraft orders more than doubled but are…

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Broker-dealers see some relief and clarity on cryptocurrency custody

By Eric Gronroos, Baker Tilly Just as cryptocurrencies like Bitcoin are starting to make news again and exciting investors, custodial broker-dealers continue to seek clarity on the ability to maintain custody of the digital assets under Rule 15c3-3. On Dec. 23, 2020, the Securities and Exchange Commission (SEC) issued a statement and request for comment…

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SEC extends filing deadline for certain broker-dealers

By Kristen Hughes, Baker Tilly   On Feb. 12, 2021, the U.S. Securities and Exchange Commission (SEC) released an order extending the reporting deadline for certain smaller broker-dealers. Typically, broker-dealers registered with the SEC are required to file a financial report and a compliance report, or an exemption report alongside reports from a registered independent…

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Why the ‘Gold Rush’ for SPACs Worries Some Private Equity Managers

By Christine Idzelis, Institutional Investor Blank-check companies create competition for deals — but buyout firms are also benefitting. The rise in blank-check companies — a boon to private equity firms looking to cash out from their deals — is worrying some managers. “It feels a little bit like a gold rush to me,” said James…

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