March 19, 2018

1031 Tax-Deferred Real Estate Exchange

Section 1031 of the United States Internal Revenue Code (IRC) allows for capital gains tax liability to be deferred when a taxpayer exchanges real property […]
October 23, 2017

Private Equity and Hedge Fund Two and Twenty Deal Structure is Dying

I was recently reading one of Warren Buffett’s annual shareholder letters, which are always insightful as well as entertaining. In it, he describes the typical […]
July 25, 2016

7 Most Common Investment Objectives

Apart from measuring a standard ROI (return on investment) or avoiding investment losses, investors often have very different objectives when approaching the way they place […]
July 4, 2016

11 Most Common Investing Strategies

Investor strategies are as varied and colorful as the people who employ them. The following require little introduction, but it is sufficient to note that […]
March 27, 2016

Investing in #PrivateEquity – What You Need to Know

Take a look at the historical data associated with private equity investing and you can see why investors consider it to be a worthwhile venture. […]
March 10, 2016

2016 Expectations in Commercial Real Estate

Shortly after the housing market faltered, the commercial real estate (CRE) industry was also predicted to collapse. Despite price declines of as much as 40% […]
February 12, 2016

Industry Consolidation & its Impact on Mergers & Acquisitions

Consolidation is a normal part of any industry. They help to establish economies of scale that drive down the cost of goods and services and […]
January 30, 2016

A Primer on Warrants

In many of the capital deals we facilitate, investor warrants are often included as part of the consideration for doing a deal. Some issuers have wondered […]
October 18, 2015

What is an Accredited Investor?

Securities that are offered or sold by a company or private fund must register the transaction with the SEC, unless an exemption is made available. […]
May 30, 2015

Strategies for Private Equity Sponsor and Independent Buyer Alliances

Private equity sponsors acquire companies with an eye toward selling them. The formula is simple: buy a company, grow it (e.g., through vertical or market […]