Cherry Bekaert: Private Equity Industry Guidance

Sep 15 2024 14 ep. 15 mins 6
Cherry Bekaert: Private Equity Industry Guidance Podcast artwork

Cherry Bekaert’s Private Equity podcasts feature discussions on trends, compliance matters and best practices to guide you forward.

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How Transferable Energy Tax Credits Impact Private Equity

Sep 15 2024 11 mins  
With the passage of the Inflation Reduction Act (IRA), certain renewable energy tax credits can now be transferred or sold by those generating eligible tax credits to qualified buyers, including private equity investors, seeking to purchase tax credits. Transferable energy tax credits provide a new and more efficient way for taxpayers to monetize these tax credits alongside tax equ

Business Interruption Services for Private Equity Portfolio Companies

Sep 06 2024 15 mins  
Business interruption (BI) insurance is crucial for private equity firms, as it provides financial protection in the event of unforeseen disruptions to a portfolio company's operations. Interruption in business operations due to natural disasters, supply chain disruptions or cybersecurity breaches can have a significant financial impact to a fund’s bottom line. For private equity

How the Estate Tax Exemption “Sunset” Will Impact Fund Managers

Jul 09 2024 12 mins  
On December 31, 2025, the current federal lifetime estate and gift tax exemption amount is scheduled to revert to pre-2018 limits, effectively reducing the tax benefit by 50%. This has the potential to greatly impact investment fund managers and other high-net-worth individuals. Without adequate and timely estate planning, these individuals may miss out on potentially millions of d

Benefits of Voice of the Customer Analysis in M&A Commercial Due Diligence

May 13 2024 8 mins  
Applying voice of the customer (VoC) analyses at the beginning of the investment lifecycle can provide qualitative data on consumer behavior to inform investment decisions and post-transaction strategies. By integrating VoC methodologies within traditional due diligence processes, organizations can make better strategic decisions to validate the deal thesis and drive post-acquisiti

Healthcare M&A: The Rise of the Private Equity-backed MSO and DSO

Oct 06 2022 20 mins  
What is a management service organization (MSO) or a dental service organization (DSO)? Why have they become so attractive to private equity investors in recent years? What are the potential challenges to successfully execute this high-volume roll-up strategy? In this episode of The Drawdown, we explore these questions and more with Cherry Bekaert Partners Steve Stang and Michael L

Digital for Private Equity 101 – Strategic Growth Through Portfolio Optimization

Mar 11 2022 26 mins  
Business and profit optimization is at the forefront of any Private Equity investor and management team dialogue. As noted in our recent Private Equity Industry Report, the record amount of M&A activity in 2021 may certainly lead to even more scrutiny surrounding post-acquisition integration and portfolio optimization through the use of technology, systems and process improveme

SPAC Transactions: The Players and the Paper: Part II

Nov 08 2021 31 mins  
More than 600 SPACs have gone public since July 2020, when the SPAC market heated up dramatically, raising over $200 billion. New regulatory scrutiny and several high-profile SPAC litigations have revived longstanding concerns about these “blank check” companies. Broader economic pressures are also adding to the unsteady market. That said, many believe we have seen enough SPAC

SPAC Transactions: The Players and the Paper: Part I

Jul 14 2021 13 mins  
2020 was a record-breaking year for Special Purpose Acquisition Company (SPAC) transactions, with over 240 completed SPAC IPOs, raising total gross proceeds of approximately $75 billion. The trend has continued into 2021 with over 350 IPOs completed so far this year, with no apparent let-up in sight. In this episode of the Drawdown, hosted by Cherry Bekaert’s Cameron Smith, Busin

What to Expect from Private Equity Ownership

Mar 10 2021 22 mins  
Recently, we’ve gotten quite a few questions from clients who are considering a potential sale, as they want to get a better understanding of what to expect if they were to have a change in ownership. So to help paint a picture, we’ve called on a few of our professionals who each have a unique perspective of working closely with a private equity firm, from both the investor and

2021 Outlook: Private Equity

Jan 28 2021 11 mins  
In this episode of the Drawdown, Cherry Bekaert’s Transactions Leader Jeff Bengtson provides a recap of trends in the private equity sector from 2020 – including how COVID has impacted investments – as well as an outlook on 2021 deal markets. He provides his perspective on what was driving private equity investment last year, as well as what’s in store for this year.