Anchin’s Post

AlphaSense’s leading AI-search driven platform equips you with the insights, market intelligence, trends, and expert opinions to remove the complexity and guesswork of conducting your research. In a fast-changing and unpredictable IPO environment, AlphaSense helps you cut through the noise and surface the information you need to make confident, data-driven decisions. Streamline your research workflow, gain the competitive edge, and uncover new opportunities with AlphaSense. Check out this quick AlphaSense read on Private Equity Buybacks on the Rise: What you should know

🚀 Navigating the ever-changing landscape of private equity demands strategic finesse. Recent headlines may evoke a sense of déjà vu, but the reality calls for a nuanced approach. We've been supporting Investors with value creation initiatives across their portfolios, whether that be M&A, transformation or one of the many levers that Camino Search can help to 'pull'! It's about more than just the current boom—it's about long-term sustainability. Insights from industry leaders highlight the importance of operational excellence and disciplined capital allocation. Embracing technology, particularly AI, is key to making informed decisions in a shifting market. Resilience and a focus on the long game emerge as crucial strategies for success. We're supporting a number of lower-mid, and mid-market Investors to drive positive change, and create vital long term infrastructure! I'm always keen to network with CFO's, Transformation or FP&A professionals in the Tech-enabled space! Lets connect.. 💼💡 #PrivateEquity #OperationalExcellence #LongTermStrategy #ValueCreation

We believe IPO activity in the Middle East reflects a fundamental shift away from public floatation of large state-owned enterprises and toward smaller-scale IPOs of private, entrepreneur-led entities. Read more: https://lnkd.in/eXJm35DU #EmergingMarkets #Equities #Outlook

Happy New Year! After a year of stagnant dealmaking activity, private equity sponsors and portfolio companies are eager to accelerate growth and create value in 2024, even amid continuing external challenges. ICYMI, here are our thoughts, insights, and predictions for the year ahead in PE. #valuecreation #privateequity #2024predictions

As we hit the ground running in the new year, we’re echoing Maestro’s insights & predictions for what’s ahead—which include increased deal making activity and a heightened focus on strategic value creation.

Corporates appear to have the upper hand in the current dealmaking environment. But things can change quickly and private equity funds are again eyeing some larger deals. Recent megadeal activity in the technology and energy sectors is giving dealmakers greater confidence that the M&A upswing will gain momentum. Read our mid-2024 global M&A outlook: https://pwc.to/4enzPxD #PwCDeals #PE #PrivateEquity

Between 1980 and 1990, 80% of the companies going public were profitable. However, between 2016 and 2020, only 20% were. Is it time for a change to investor disclosure rules? Aswath Damodaran thinks so. In an article published in MIT Sloan Management Review, Aswath Damodaran, Daniel M. McCarthy, and Maxime C. Cohen recommend triggered disclosure requirements tailored to the value drivers of the company going public. Other recommendations include: ➡ Require more information about historical valuations, including venture capital raised and the estimated valuation in each round. ➡ Standardize the share count – including restricted share units – so that IPO investors have a clear sense of their ownership stake. ➡ Enhance rules around misleading metrics like total addressable market (TAM). Claims about customer value and potential market size should be supported by consistent, relevant, and objective data. What would you add? Read the article: #BusinessValuation #IPO #Transparency #PublicEquity

In this Financial Times article by Sujeet Indap, discover how Mosaic is redefining private equity with a platform that makes deal modeling fast, insightful, and defect-free. Learn how industry leaders like Warburg Pincus LLC, CVC, New Mountain Capital and more are leveraging Mosaic to save time and reduce errors in commoditized financial modeling tasks - freeing up their deal teams for more strategic work: Read more: https://on.ft.com/4dXEvth

Following the release of KPMG's latest research, the private market vs. public market conversation continues. Myles Milston's recent Alternatives Watch piece addresses private markets' success - despite the challenging macro environment - compared to that of IPO activity in H1 of this year. Read the full article here ➡️ https://lnkd.in/ePxAsezm #PrivateMarkets #PublicMarkets #PrivateEquity #Buyouts #PrivateEquityMarket