Jim Delvin, Managing Principal of Ducker Carlisle, joins host Bob Woosley to discuss the current outlook for M&A activity and share a deeper understanding of how the interest rate environment and economic forecasts are shaping valuations and influencing seller expectations. They will also explore the responses of both traditional and non-traditional lenders to the evolving landscape, shedding light on the strategies they're employing to adapt.

Perhaps the most important element of portfolio company value creation relates to the culture and values of the people tasked with growing the business. How are private equity firms creating a compelling vision that attracts talent in this environment? What are the key lessons learned and takeaways from the seasoned professionals who have built successful businesses with culture being a guiding factor? In this episode of Private Equity 360, National Private Equity Practice Leader, Bob Woosley does a deeper dive on the “human capital strategy” of value creation with Doug McCormick, Managing Partner and Kate Rodriguez of HCI Equity Partners, and Dan Rodstrom, CEO of Tech24, a portfolio company of HCI Equity Partners.

The Corporate Transparency Act (CTA) will have a significant reporting and compliance impact on the private equity industry and their portfolio companies and it’s a good bet that most private equity firms are not fully aware and certainly not prepared for the impact of this law and the significant penalties for non-compliances.  In this episode of Private Equity 360, National Practice Leader Bob Woosley discusses the impact of the CTA on private equity firms with attorney Jonathan Wilson.  We encourage our private equity firm clients and friends to become educated on the CTA and get prepared in 2023.

In this episode of Private Equity 360, FD’s National Practice Leader Bob Woosley joins Jamie Elias Partner with Trivest Partners (www.trivest.com) and Scott Dols, CEO and Founder of Big Truck Rental to discuss the advantages of a non-control private equity transaction and the situations where that may be appropriate for certain businesses.

In this episode of Private Equity 360, FD’s National Practice Leader Bob Woosley joins Paul Yett, Director of ESG and Sustainability at Hamilton Lane (NASDAQ: HLNE) and Scott Kennedy President of Novata (www.novata.com), a public benefit corporation formed as a partnership of the Ford Foundation, S&P Global, Hamilton Lane and the Omidyar Network, to discuss how private equity firms are investor demands and portfolio company requirements related to ESG (Environmental, Social & Governance). 

Topics covered in this episode:

• How mid-market focused General Partners are addressing ESG
• How the Institutional Limited Partners Association (ILPA)’s ESG Data Convergence Framework has created clarity
• How leading General Partners have recognized the importance of ESG in portfolio company value creation and vendor qualifications
• How FD and Novata have partnered to create a credentialed and practical ESG Support Program for Private Equity

Watch it here: https://www.frazierdeeter.com/insights/private-equity-360-technology-trends-impacting-private-equity/

In this world of increased data and cyber-security risk, institutional investors have increased their awareness and due diligence requirements of private equity firms. FD’s National Practice Leader, Bob Woosley discusses the evolving trends in the diligence of private equity firms with Neal Prunier, Director of Standards and Best Practices at the Institutional Limited Partners Association (ILPA) and with Sabrina Serafin, national compliance expert and host of “Culture of Compliance”, the #1 ranked compliance podcast in the country.

Watch: https://www.frazierdeeter.com/webinars/private-equity-360-evolving-trends-in-diligence-of-private-equity-firms/

It has been almost a year since we had a conversation about the impact of the pandemic on the private equity industry with Ducker, a market research firm that supports merger & acquisition diligence activities for leading private equity firms. In this episode, FD’s National Practice Equity Leader, Bob Woosley and Jim Devlin, Managing Director of Transaction Advisory at Ducker, take a look back at our predictions and a look forward to what might be next, particularly relating to the “COVID effect” on company valuations today and going forward.

What is the current state of cross-Atlantic mergers and acquisitions? Bob Woosley interviews transaction and investment experts for their perspectives. Learn how COVID-19 and Brexit affected M&A in 2020 and what the future holds for 2021 markets.

Moderator: Bob Woosley | National Practice Leader, Frazier & Deeter

Speakers:

• Ben Proctor | Senior Partner, Watermill Group
• Steven Currie | Partner, Alantra
• Mark Lister | Director – Transaction Advisory, Frazier & Deeter
• Paul Colone | Managing Director/Partner, Alantra

As previewed at the 2020 Institutional Limited Partners Association (ILPA) Annual Summit, this case study delves into the strategy of “lifting out” a private equity firm’s back office and bringing that team into a third-party administrator. National Practice Leader, Bob Woosley discusses this strategy with FD Fund Administration CEO, Thomas DiEgidio, and FD fund Administration Principals, Andrew Huss and Jonathan Haidet who successfully joined the firm as a result of a lift out.

Watch now: https://www.fd-fa.com/videos/private-equity-360-lift-out/ 

What might be the impact on the mergers and acquisitions environment if Biden becomes President?  Further, what might be the impact of a “Blue Wave” if the Senate and the Presidency flips to Democratic control?  In this edition of Private Equity 360, we delve into these scenarios with senior FD Tax Partner, LeighAnn Costley and seasoned investment banker, Scott Rhodes with Citizens M&A Advisory.

Watch the video: https://www.fd-fa.com/videos/private-equity-360-a-biden-tax-law-and-the-impact-on-ma/