Brock & Decker’s Post

*** 8 ways Private Equity funds source investment opportunities *** Private equity (PE) funds employ various strategies and methods to identify and source investment opportunities. Here our MD Jose Retamal shares eight common approaches. 1.) Networking: Leveraging industry contacts and relationships. - 2.) Proprietary Outreach: Actively seeking deals through research and cold calling. - 3.) Intermediaries: Working with investment banks and brokers to find deals. - 4.) Screening Criteria: Using specific criteria to filter potential investments. - 5.) Sector Focus: Specialising in particular industries or regions for expertise. - 6.) Data and Technology: Utilising analytics tools for efficient screening. - 7.) Referrals: Receiving recommendations from portfolio companies and partners. - 8.) Public Market Monitoring: Watching for undervalued or strategic companies. By employing these multifaceted methods, Private Equity firms can effectively identify and capitalise on investment opportunities that align with their investment strategies and objectives. Follow our page for all our weekly Private Equity roles, events, and publications. #privateequity #dealsourcing #executivesearch #hiring

Exploring Lucrative Career Opportunities in Private Equity Private equity has emerged as a dynamic and influential force in the financial industry, creating a surge in demand for skilled professionals. In this post, we'll delve into the various career paths available in private equity. 1. Investment Professionals: Private Equity Analysts and Associates: These roles are often entry-level positions that involve conducting market research, financial modeling, and due diligence. Analysts and associates play a crucial role in identifying and evaluating potential investment opportunities. Investment Managers and Directors: As professionals progress in their careers, they may take on more strategic roles, managing investment teams, overseeing deal execution, and contributing to investment decision-making. Managing Directors and Partners: Seasoned professionals at the top of the hierarchy are responsible for shaping the overall investment strategy of the firm, forging key relationships, and driving the success of the entire organization. 2. Deal Sourcing and Execution: Deal Sourcing Specialists: These professionals focus on identifying potential investment opportunities by building relationships with industry players, attending conferences, and staying abreast of market trends. Deal Execution Teams: Individuals involved in deal execution, such as deal managers and coordinators, play a critical role in ensuring the smooth progression of transactions from due diligence to closing. 3. Portfolio Management: Portfolio Managers: Once an investment is made, portfolio managers work closely with portfolio companies to implement operational improvements, strategic initiatives, and financial optimizations. This role requires a blend of financial expertise and strong operational acumen. Operational Specialists: Professionals with expertise in specific industries or operational functions may be brought in to work directly with portfolio companies on enhancing efficiency, scalability, and overall performance. 4. Investor Relations and Fundraising: Investor Relations Professionals: These individuals are responsible for maintaining strong relationships with existing investors and attracting new investors to the fund. Effective communication skills and a deep understanding of the fund's strategy are crucial in this role. Fundraising Specialists: Professionals involved in fundraising work on creating compelling pitches and strategies to attract institutional and individual investors. 5. Legal and Compliance: Legal Counsel: Private equity firms require legal professionals to navigate complex deal structures, handle regulatory compliance, and provide legal guidance throughout the investment process. As the demand for private equity expertise continues to grow, aspiring individuals can chart a rewarding career path in this dynamic and impactful industry. #happylearning #privatemarkets #accaglobal #careers

Senior Analyst - Investment Portfolio Management. Perm position working for a Global Investment & Trading company Salary £55k plus benefits Hybrid working on offer I did a post last week on this position and I've had a fairly decent response this week. But most of the applicants aren't quite hitting the mark, in terms of relevant experience. If you're experience covers the points below ⬇️ and you're currently looking for new opportunities, I'd love to hear from you! 1. Evaluation of investments: methodologies used to value companies, an understanding of the pros and cons of the different application of methodologies, and experience in using them   2. Understanding of M&A process: documentation required, knowledge of the overall process, practical experience in participating in one and experience with a variety of investment types #investmentstrategy #investments #mergersandacquisitions

You do not have to put up with in #privateequity Portfolio managers is for the partners In the lower to middle market most investors love exposure to the portfolio + You learn a ton + You get to work with top executives + You get to make great businesses better ... It's not just for the partners The grass is greener. For the next step in your private equity career Alex.Rawlings@Raw-Selection.com #job #career

For most advisory firms, hiring an in-house Chief Investment Officer or team of analysts isn’t just expensive...it’s time-consuming and risky. Helios steps into that role at a fraction of the cost with virtually no business risk to provide the asset management experience and actionable insights that allow you to compete with larger firms for larger clients. Learn more: https://lnkd.in/dWSm_FMK

In the ever-changing world of wealth management, firms are at a crossroads, exploring new avenues for investment management. Some team up with experts, while others build in-house expertise by hiring a Chief Investment Officer (CIO). 🤝 Outsourcing the CIO role offers benefits like cost savings and diverse strategies. On the flip side, an in-house CIO brings continuity and personalization. Balancing cost and quality guides the decision, with the RIA Operating System (ROS) providing data-backed insights. 🌎📊 Amplify is THE ROS that can help aid decisions, making the journey toward success clearer. Find out how: https://zurl.co/ssVz #WealthManagement #InvestmentInsights #RIAROS #FutureSuccess

We are working with a Small/Mid Cap fund who have recently raised a new fund and looking to further build their team with the additional hires: 1. Associate = Professionals with strong financial technical skill with a background in PE, IBD, Advisory or consulting. English is a plus but not necessary. 2. VP/Director = Experienced PE professional. Some exposure to Healthcare/Pharma or Manufacturing deals would be a plus. English is a plus but not necessary. 3. IR & Fund Raising = Since they have raised their next fund and seeing growth, they would like to hire a bilingual professional to help with future fund raising and IR actives as they plan to target international investors. Level around Associate-VP 👋 If you are: A. Looking for opportunities this year? We can provide information on the current roles available. B. Not ready to change jobs now, but planning for the next 1-2 years? We can offer advice on different career options and help plan opportunities that fit your timeline. 🚀 Lets Chat! Connect and Contact us here on LinkedIn. #Japan #AlternativeInvestment #PrivateEquity #Careers #Buyout

Time & time again i see wealth management firms focus on hiring on everything else but producing returns.  Why?  Cause most rely on 3rd party funds or managers to do so.  Thus focus on sales, relationships and planning vs investing/ portfolio management.  Most hire Advisor to manage their money so why aren't they doing so directly?  Sophisticated investors know the difference between sales vs investing, advising vs portfolio management.  Returns produce wealth remember that. #investing #wealth #advisor #stockmarket

Just starting out on your #career in #Investments or looking to make a change - check out our open role in the team. A great way to improve your investment skills and knowledge and learn the basics of #sales, #marketing and #communications.

What Is Company Analysis In VC? When assessing a pipeline company or a portfolio company, a Venture Capital Analyst or Associate should consider the following factors: - Overview of Company (location, product/service, industry) - Team (management - experience, credentials, expertise) - Funding (investors, funding amount, stage, dates, ESOP, cap table) - Finance (KPIs) - R&D (patents, 3rd party tech) - Product/Market Fit - Market Trends Overall, the purpose of the company analysis is to help the reader with a quick overview to understand the company and determine if it is a suitable candidate for the fund to move forward with further negotiations. #analysis #VC #research