As part of an ongoing series, we’re sharing real-time trending topics we are hearing from our 500+ PE firm clients. In our most recent installment, Keenan Kolinsky, BluWave Consulting Manager, shares some of the proactive due diligence practices we see PE firms take that separate the more innovative private equity firms from the others. Learn more by watching the video below. Interested in connecting with PE-grade specialized due diligence providers for your next need? Contact us here to...

As part of an ongoing series, we’re sharing real-time trending topics we are hearing from our 500+ PE firm clients in our “In the Know” series. In our most recent installment, Consulting Manager, Scott Bellinger, covers due diligence for better deals – sharing the top due diligence resources we equip clients with and why firms come to us with their needs. Learn more about how we equip PE firms with the exact-fit commercial due diligence, IT diligence, and operational diligence providers they...

Every quarter we gather Vice Presidents in PE to discuss current industry topics and to offer these peers the chance to gather, share information, and decompress with one another. In our most recent event, we discussed how VPs are putting plans and resources in place in the face of a recession as well as how different firms are recruiting and optimizing associate talent. These forums are invite-only and follow Chatham House Rules, so listed below are high-level takeaways only. Putting plans and...

Every quarter we gather Vice Presidents in PE to discuss current industry topics and to offer these peers the chance to gather, share information, and decompress with one another. In our most recent event, we discussed how scarcity and inflation are impacting human capital in PE as well as how firms are approaching finding opportunities in a choppy market. We’ve listed our top takeaways below. These forums are invite-only and follow Chatham House Rules, so listed below are high-level takeaways...

ACG InterGrowth 2022, known as the premier dealmaking conference, was conceptualized to build and strengthen relationships between private equity firms and investment banks. This annual conference allows PE industry leaders to gather and discuss key trends. Last week was filled with cybersecurity, DE&I, and supply chain thought leadership conversations, plus some Las Vegas style poolside networking. As hundreds of private equity professionals and investment bankers filled the ARIA Resort &...

Michael Fieldstone is a Co-Founder and Partner at Aterian and has worked in private equity investing for more than twenty years. Prior to founding Aterian in 2009, he was a principal at both Sun Capital Partners and Apollo Management, and part of the Mergers & Acquisitions Investment banking group at Salomon Smith Barney. With regard to taking the entrepreneurial plunge with Aterian, he says: “We set out to build a firm that appreciates all the stakeholders of a company. To be collaborative in...

Every quarter we gather Vice Presidents in PE to discuss current industry topics and to offer these peers the chance to gather, share information, and decompress with one another. In our most recent event, we discussed many topics and have listed our top takeaways below. These forums are invite-only and follow Chatham House Rules, so listed below are high-level takeaways only. Firm Differentiation: Both fund-raising and then deploying capital are increasingly pressurized in 2022. Business...

Mergers and acquisitions are complex processes that require due diligence in multiple areas. Information technology (IT) due diligence – a thorough evaluation of the target company’s IT assets, systems and processes – is one important aspect. The goal is to identify any potential risks or opportunities related to the target company’s technology and make informed decisions about the transaction. “It’s important to understand how well a company is using technology or how much of a risk or...

Charlie Gifford co-founded private equity firm New Heritage Capital in 2006, and has been investing in founder-owned, lower middle-market businesses for 22 years. He leads the firm’s origination practice, focusing his efforts on generating new investment opportunities and developing and maintaining intermediary relationships. In addition to his passion for the New England Patriots, Gifford is a strong believer in the concept of capital-and-thought partnerships for the companies in which his...

Every quarter we gather vice presidents in PE to discuss current industry topics and to offer these peers the chance to gather, share information, and decompress with one another. In our most recent event, we discussed many topics and have listed our top takeaways below. These forums are invite-only and follow Chatham House Rules, so listed below are high-level takeaways only. Are you in private equity and interested in joining fellow PE VPs during our next PE VP Forum? Please contact us at...

As a deal quarterback in private equity, Sean Mooney often struggled with getting connected to the PE-grade, specialized resources he needed to drive differential success. Sean found himself spending lots of time searching for providers on google and calling friends in search of an exact-fit service provider. This made the diligence process time-consuming and stressful. It also left only a small amount of time for the other things that matter. In order to combat this pressing issue, Sean came...

BluWave founder and CEO, Sean Mooney, recently shared his personal experiences as a private equity deal quarterback and how that led to him founding BluWave. Sean learned through his own experiences that due diligence for deal QBs is a flawed process. He found there are far too many generalist providers that don’t quite fit the bill for the specialized needs they are trying to solve. After spending far too much time during the vetting process, Sean realized there must be another way. In this...