Josh Kernan’s Post

Thanks to Phil Fiore, Jr. CIMA® CRPC® from Procyon Partners for joining me IN the Nasdaq to discuss the importance of culture when merging a wealth management business, as well as which metrics to concentrate on when reviewing a potential partner's business. Important stuff all you RIAs seeking to grow. Check it out on InvestmentNews

After obtaining my CPA license, my first job was as an outsourced accountant. I was amazed how this model was very efficient. The owner and/or CFO who knows the business intimately can focus on strategic initiatives to make the business grow instead of spending time performing accounting/bookkeeping and statutory compliance work. An added benefit is, when the outsourced accountant is unavailable, there is a backup that could continue operating, instead of building redundancy in-house. Combine this model with NetSuite, the value is hard to ignore since the outsourced accountant does not need to travel on-site as work can be performed as long as there is a basic respectable laptop with internet connection.

Our acquisition strategy is intentional and careful. I can say with confidence that we seek to create a win-win-win for the teams who join us and their clients and this is another great example. #growwithus

Vertical integration, while beneficial in some contexts, can be a double-edged sword. This approach calls for greater coordination and management. Imagine steering a large ship; it requires a lot more people to row in the same direction. As the organization grows, so does the complexity, potentially slowing down decision-making processes, much like a bureaucracy. This shift in size also influences the investment strategy, pushing towards larger battles, reminiscent of giants like Blackstone, who acquire entire portfolios in a single move. However, staying small, like a nimble speedboat, can often be the more advantageous route. Repost this video if you've benefited from learning about the pros and cons of vertical integration from a group like GLHP. #VerticalIntegration #OrganizationalManagement #InvestmentStrategy

Some of Europe's most innovative industrial companies are attracting sizeable investment from private equity and private debt firms. Triton Partners told Shaun Beaney, Editor of Preqin First Close, about the firm's its €18bn track record, its transformative approach to deals, and why people – not technology – drive change. Read more: https://okt.to/XZ651p #alternativeassets #privatecapital #privateequity #alternatives

🔍 Navigating the M&A landscape requires more than intuition; it demands a strategic blend of quantity and quality in your deal pipeline. Our latest article dives into essential best practices that set the stage for M&A success. Learn how to refine your pipeline with strategic alignment, ensure precision with regular audits, and drive decisions with data. Plus, find out how tools like Dealgrotto can revolutionize your approach. Ready to transform your M&A strategy? Click to gain insights and start optimizing your pipeline today. #MnA #PipelineManagement #StrategicGrowth #Dealgrotto https://lnkd.in/d73ZAeKp

Closing your funding round RAPIDLY changes everything. It boosts your company’s value and de-risks your business. So why on earth do people take risks with IP due diligence? 🙄 Investors will just pick someone else. Do you want to be on the wrong side of momentum? You need to: ▶ make sure that you actually OWN your IP. (Sounds obvious, does it or doesn’t it?) ▶ be aware of IP risks to growth and show that you have them covered. ▶ have processes to capture the ingenuity of your team. ▶ be able to tell a story that excites investors ▶ don’t trip up in due diligence Feel free to tag or forward to a founder who wants to boost their funding round in 2024.   --- o0o ---   🖐🏻 I am Raymond. I help founders build more investable companies. Do you want to: ➡ avoid unnecessary pain? ➡ look great to your investors? ➡ shave time off due diligence? ➡ eliminate risk and close the deal? ➡ get back to growing your business?   📞 If you would like to chat, just reach out. #duediligence #scale #exit

Our new Deal Flow 4.0 report reveals insights and trends from 350+ #VC and growth equity #investments our clients completed in Europe last year. Discover 5 key takeaways on #europeantech deal terms – and what they mean for the year ahead.

Our new Deal Flow 4.0 report reveals insights and trends from 350+ #VC and growth equity #investments our clients completed in Europe last year. Discover 5 key takeaways on #europeantech deal terms – and what they mean for the year ahead.