Candid conversations with private equity and institutional real estate professionals.
Two industry veterans discuss the market for secondaries and direct investments, the pricing environment, and more.
The post The Current Trends in Secondaries & Direct Investing appeared first on Privcap.
Nov 25 2016
The value of a consumer-facing business can be predicted by the life-time value of its customers, says a pioneering Wharton professor.
The post Wharton’s Fader: How to Use Big Data to ‘Value’ Customers appeared first on Privcap.
Aug 15 2016
Nov 08 2017
Don't let unnecessary risk ruin your sale. Sell-side due diligence is critical to evaluating risk and strategically putting capital to work in a growing deal market.
The post Perfecting the Deal: Championing Due Diligence on Both Sides appeared first on Privcap.
Jun 08 2018
Oct 14 2016
Aug 10 2017
Nov 24 2017
Dec 03 2019
A major investor in US retail property, real estate investment firm Taurus, is selling its portfolio and ceasing new investments. Co-founder of Taurus, Peter Merrigan, spoke with Privcap about lack of demand for many malls, the Amazon effect, the rise of logistics properties, and why he’s still bullish about malls in emerging markets.
Nov 11 2019
Private equity firms increasingly are investing in healthcare businesses, many of them physician practices – with doctors at the core of operations. How should doctors assess the economics of such deals? What will be the impact on care? What questions should they ask of financial partners who propose to invest in or acquire these practices? Two long-time healthcare market experts weigh in. Please download the RSM healthcare M&A e-book here.
Nov 08 2019
Two healthcare business experts from RSM discuss important disruption trends that will leave many legacy companies in the same position that Blockbuster’s video-rental business found itself as Netflix grew in popularity. Patients increasingly expect the same types of experiences in healthcare that they receive in consumer businesses. Please download the RSM healthcare M&A e-book here
The post Disrupted Healthcare: Is Your Business a Netflix or a Blockbuster? appeared first on Privcap.
Nov 04 2019
Marc Leder, co-founder of Sun Capital Partners, discusses one of his favorite deals – the brisk turnaround of Raybestos Powertrain, a supplier of parts to the automotive industry that was facing liquidation. An unexpected price rise saw Leder fielding worried phone calls from top car executives.
The post Gasket Crisis Averted: How Sun Capital Turned Around an OEM in Four Days appeared first on Privcap.
Oct 28 2019
Privcap assembled a group of private equity experts for an in-depth conversation about the investment opportunity in financial services. Commentators include William Spiegel of Pine Brook and Anthony DeCandido and Michael Fanelli of RSM. Topics include the decline of legacy players in financial services, the futility of traditional banks serving coffee, the disintermediation of mortgage brokers, and the removal of capital from the value chain. The episode concludes with a M&A market overview from Preqin’s Jesse Fahy.
Oct 28 2019
Rob Raymond, the founder of RCH Energy (Raymond Crow Holdings – established in 2004), says the oil and gas market has left the exploration phase and entered the exploitation phase of the shale revolution, which will be dominated by major energy corporations, not private equity firms. That said, he is bullish on investing in businesses that facilitate the further exploitation of the Permian Basin, a play that he believes is a big deal – so big, in fact, that the Permian should be thought of as its own country, one that will beat Mexico, Canada, Venezuela and even Saudi Arabia.
Oct 22 2019
Far from witnessing “doom and gloom” around climate change, two leaders in renewable energy at KPMG are working with corporations around the world to transfer from “brown energy” to green. The shift is starting with Corporate Power Purchase Agreements (CPPAs) whereby massive consumers of energy contract with renewable suppliers for direct access to green energy. Not only are these agreements carbon-free, they are less expensive than business as usual. The interview also includes commentary on the challenges of structuring CPPAs, the institutional investors eager to finance them, and the broader corporate movement toward a carbon-neutral world.
The post How Corporates are Going Green: The Rise of Renewable Power-Purchase Agreements appeared first on Privcap.
Sep 17 2019
Robotic Process Automation is strongly associated with reducing costs in businesses, but if executed properly it can allow employees to be more efficient and focus on higher-value tasks. A group of experts from General Atlantic, RSM and Automation Anywhere shares expert views. Part 3 of a series.
Sep 16 2019
CEOs and their private equity partners are keenly aware that automation technologies can transform their business processes, but they usually don’t know where to begin. Three experts from General Atlantic, Automation Anywhere and RSM talk about the right way to roll out an automation effort at your business.
The post So Where Do I Start? CEOs Seek Guidance on Automation appeared first on Privcap.
Sep 09 2019
As real estate has grown into an important part of an institutional portfolio, the popularity of core real estate has surged. And yet the definition of core has morphed in recent years. In addition, outside of the U.S., notably in Europe and Asia, investors are eager to put capital in core assets but sometimes disagree...
Sep 04 2019
Gretchen Perkins, the head of business development at middle-market private equity firm, Huron Capital, talks about the woeful lack of women in private equity and what must be done to attract more, particularly at the higher ranks.
Sep 03 2019
Gretchen Perkins, the head of business development at 20-year-old, Detroit-based, middle market private equity firm Huron Capital talks about her career path, the art of finding proprietary deals, and why entrepreneurs prefer to partner with Huron Capital.
Aug 19 2019
Three experts in private equity value add discuss the incredible advances offered by automation - variously identified as artificial intelligence, machine learning and robotic process automation (RPA). Private equity firms are increasingly helping their portfolio companies automate tasks that were once manual, cutting expenses and improving accuracy in the process. The experts from General Atlantic,...
The post How Automation is Transforming Business Operations appeared first on Privcap.
Jul 15 2019
Jul 08 2019
Andrea Auerbach, Global Head of Private Investments for Cambridge Associates, discusses the current state of the private equity market, including the surge in distributions back to LPs, and the performance of the largest private equity funds, which is beginning to mirror the average performance of the stock market. Interviewed by David Snow, CEO of Privcap...
Jun 14 2019
Part of the thought-leadership series: Real Estate in Rising US Cities. Rising US cities are attracting young people in droves who come for the jobs and the lower cost of living. What is the retail investment play in these areas, particularly when young people are more likely to use e-commerce to shop? Our three real...
Jun 10 2019
The success of Sun Capital was born of hard experience and determined refocusing, according to its co-founder Marc Leder. In an interview, Leder discusses the scepticism that he and co-founder Rodger Krause faced as young ex-investment bankers trying to close deals and raise capital without an investment track record. Leder explains how the firm ended...
The post Powerhouses in PE: Marc Leder, Sun Capital Partners appeared first on Privcap.
May 16 2019