Hector Guinness

The emerging #privateequity #CFO is a vital linchpin, balancing the financial acumen, operational resilience, and strategic foresight poised to unlock new dimensions of success in an ever-changing landscape. #valuecreation https://ow.ly/wNch50RpffF

5

I had the pleasure of speaking recently at the PEI Operating Partner Forum in London about the challenges and opportunities to support our portfolio companies in building greater resilience. Thank you to Jim Corey from Blueridge Partners, and my co-panelists Alan Roux, Peter Colman and Kristen Paladino. Some thoughts from this session: -There is further opportunity to deepen our collaboration with our deal colleagues and portfolio management teams on what will move the dial on performance - active joint problem solving is key to unlocking value with greater speed; -Cash is king in this environment where leverage is going to be more expensive for longer - our CFOs are front and centre, along with trusted partners in our ecosystems; -Ensuring our portfolio companies have the right talent in place to anticipate and deal with multiple continued headwinds is critical; -There are some innovative opportunities to drive value through new digital technologies, like Gen AI, which we should experiment with over the coming period. It's not tomorrow's problem.

168

11 Comments

😃 Want to learn more about have to navigate #privateequity landscapes as an #executive? Click to read this article by Gerald O'Dwyer, 'The PE Guru,' now! https://buff.ly/4b4e1Fj   💡To Learn More about BlackmorePartners at: https://buff.ly/42iNmB3

2

Join us tomorrow for a panel discussion on the complex relationship many FirstGens have to money and how that affects founders, investors, operators and others. See you tomorrow! https://lu.ma/9rixyzgs

24

2 Comments

CNBC: Marc Rowan of Apollo Capital shares a provocative perspective on the convergence of public and private equity, challenging concerns over daily mark-to-market fluctuations and liquidity discounts. He posits that the origination business could serve as the ultimate bridge between these realms, promising a tantalizing future for investors. This is a conversation worth tuning into. #origination #publicequity #liquidity

2

RETHINKING RETIREMENT We've been investing in the Future of Work since we launched BBG Ventures, targeting underserved segments like deskless workers (Anthill, OX) and solopreneurs (Topline Pro). Over the summer we spent time digging into another deeply underserved segment of the workforce: Boomers. By the end of this decade, the entire generation will have hit retirement age and, for the first time, Americans 65+ will outnumber those under 18. This has huge implications for every aspect of society, and it mandates that we start thinking differently about retirement. The question for all of us is this: Can we re-focus healthy Americans 60+ on a new phase of productivity, a “third act” that enables them to keep learning, keep earning, keep socially-engaged and contributing to the nation’s economic growth? And what role can AI play in helping every senior identify their unique skill set and personal priorities — and connect them with the right opportunities? We have some thoughts on how to make this happen, and we'd love you to give it a read, add your feedback, forward it to a founder who's working in this arena (or who you think might be intrigued), and share it! AgeTech has been too focused on death and decay; it's time we embrace longevity and give older Americans a way to keep working -- on their terms. cc: Carol Magalhães Isaacs, CFA Nisha Dua, Claire Biernacki, Drew Silverman Fennessy

118

11 Comments

M&A activity has surged in 2024, with deal value and volume up 19% compared to last year. Experts advise CFOs to focus on two key aspects during M&A: financial reporting and integration of the acquired company. Kati Penney of CrossCountry Consulting emphasizes that financial teams should ensure reporting accuracy and integration planning, while Jayme Brooks, CFO of Limbach Holdings, highlights cultural fit and full integration into their business model as key elements of success. Due diligence is crucial, as it helps identify synergies and prepares companies for smooth integration. Read More Here: https://lnkd.in/eBHYBvzx Kati Penney Jayme Brooks Gregory Bedrosian Mark Vasquez Branded Hospitality Ventures Hospitality Headline Newsletter #MandA #2024 #Finance #Innovation #Growth Mark Johnson Emily Andersen Martin John

6

2 Comments

NY Climate Tech Founders! 1) YES PLEASE save the date to join us at #techweek (6/3!), and 2) YES PLEASE share your top NY resources to complete our NY INSIDER GUIDE, in collab with NYCEDC!

12

Culture management is a vital aspect of #M&A integrations and, with the right measures, cultural alignment can drive vastly improved returns. #privateequity https://ow.ly/lEj550QKBzC

1

I have been doing private equity and venture capital for a while and one of the key variables when qualifying an asset is leadership assessment, understanding the right profiles required to round up the management team, and implement leadership development efforts to smooth out transition or succession processes, identify red flags before committing resources, facilitate the adoption of your cultural values, and mitigate roadblocks and maximize opportunities during the integration phase. TTSP are the masters at supporting you through all these phases when making, running, and exiting an investment. The below document gives you a step-by-step outline on what to do, and if you are looking for guidance and long-term partnership, TTSP is the one.

7

🚀 The latest edition of Growthink Capital's M&A Observatory is out! Here are the highlights (full report linked below) 🤝 #Deal Activity: Growthink tracked 914 closed U.S. M&A #transactions, a 17% increase from March. Corporate #acquisitions dominated, representing 60% of deals. 💰 #Valuations: With a median deal size of $115 million, the median #multiples were 2.9x Revenue and 8.3x #EBITDA. 📈 Market Dynamism: From the #spinoff and acquisition of 1842-founded Stanley Infrastructure to the $13.4 billion acquisition of NFP by Aon, M&A activity spans generations and industries. 🍔 Deal of the Month: Subway was acquired by #QSR giant Roark Capital for $9.55 billion, supported by $5 billion in debt financing. 🎯 New #Mandates: We’re leading the strategic sale of a prominent passport and visa concierge services provider. Get in touch directly with me, Eddie Clay, Anna Vitale or Jeff Jones to explore the sale of your company, #liquidity for shareholders, or growth-by-acquisition opportunities.

21

2 Comments

#Duediligence in #PE stays in a few core areas, from Quality of Earnings to #IT to Human Capital and market study, but how closely does it align and drive #valcue creation planning?https://ow.ly/cX1150QqEaC

1

🔍 Want to land a role in private equity or create your own deal? Our playbook for executives offers a comprehensive roadmap to enter the PE field, emphasizing networking, strategic positioning, and leveraging resources effectively. Read more here: https://buff.ly/4flClVy 💼 Learn more about Blackmore Partners: https://buff.ly/42iNmB3 📅 Have questions? Schedule a meeting with our Director Chris Melton here: https://buff.ly/4cpKqHv #PrivateEquity #CareerGrowth #ExecutiveRoles #BlackmorePartners #PECareers

3

🌍 Thrilled to share that Caresyntax has taken the World Economic Forum's Global Health Equity Zero Gaps pledge, further aligning with our mission to create a world with equal access to healthcare. This pledge focuses on closing the gap in healthcare access, affordability, and quality-key pillars of the WEF’s Sustainable Development Goals. Since joining the WEF’s Unicorn and Health Platform, we've enhanced our AI-driven surgical platform and expanded our ecosystem. Collaboration truly drives innovation, and the WEF has been pivotal in exploring new perspectives to make healthcare safer, more accessible, and efficient. By committing to this pledge, we’re contributing to a future where access to healthcare is a reality for all. Let’s continue pushing forward towards a more equitable future! 🌟 #Caresyntax #HealthEquity #SustainableDevelopment #HealthcareInnovation

36

2 Comments

Imagine swallowing the competition whole. That's what many players in tech do via roll-up strategies, gobbling up smaller firms to deliver richer solutions and amass greater market share. Where else are roll-up strategies common? // HEALTHCARE Picture being a patient at a medical practice that’s been part of a roll-up in Healthcare Services. It's an industry ripe for roll-ups due to its fragmented nature and potential for greater efficiency. // CONSUMER SERVICES Or let's say you needed your HVAC serviced, and notice your local repairman is now part of a bigger Consumer Services entity? Centralized management and scale economy turn these localized businesses into roll-up targets. // FINANCIAL SERVICES Think about your insurance agent or wealth management advisor. They're working in complex, highly regulated environments. In the Financial Services sector, roll-ups offer an effective way to consolidate expertise, streamline operations, and enhance customer offerings. // MANUFACTURING Now, imagine driving past factories under a new name — the result of Manufacturing and Industrial Services roll-ups. Bulk purchasing reduces costs, enhances production capabilities, and expands geographical footprints. // REAL ESTATE Lastly, envision your real estate brokerage firm. The industry sees roll-ups as a strategic move to increase market penetration, enhance service offerings, and hike up portfolio value. Roll-ups play a huge role in most industries, rather like a snowball rolling downhill, gaining momentum, and size. Are you seeing roll-ups in your sector or considering M&A?

11

1 Comment