Category Archives: Private Equity Financial Services

Turn Your Idea Into An Investment Grade Business Plan

A perennial question in start up territory is whether or not you need a business plan?  If not now, when? Where funding is needed, it is extremely rare to almost never that businesses get funded without presenting their plan, whether … Continue reading

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Scaling the “Arthur Kill” for the Andes With the Wrong Stuff in Your PIPE

So if I were heading out to Brooklyn to invest in Corey’s hedge fund, I would likely have to jump on an awful stretch of highway where garbage mountain is, affectionately known to Staten Islanders as the “Arthur Kill”.  A … Continue reading

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2011 Shared National Credits Review Highlights

2011 Shared National Credits (SNC) Review- Of note given the number of large loans and syndicated financings (820 evaluated in the review) that connect through the PE-FS channels.  Non-Banks include securitization pools, hedge funds, pension funds and insurance companies. “A … Continue reading

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Private Equity Summer in Financial Services Deal Highlights

Across a broad spectrum of PE entry, exit and add on strategies and from the Pitchbook Platform , on our Summer Deals list of 35, the southeastern United States remains a PE hot bed for financial services followed by the … Continue reading

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Exit Swing in Financial Services Private Equity Deals

The PitchBook research platform today reported, a shift in PE firm exit strategies for financial services.  Since the beginning of 2008, PE investors have exited 51 Financial Services companies.  The year over year shift away from secondary buyouts below. PE … Continue reading

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