Private Equity 360

Private equity firms are being challenged by ever increasing demands for data from their investors and balancing their need for "real time" access to data versus the use of third-party fund administrators. The in-house technology capabilities and related operational sophistication of private equity firms are rapidly evolving. In this episode of Private Equity 360, FD's National Practice Leader Bob Woosley discusses the evolving technology trends in private equity impacting their strategic data plans, the emergence of platform based technology solutions and future trends impacting the industry with James Haluszczak, Managing Partner of SteelBridge Labs and Ian Rubenstein, Chief Executive Officer of Exchangelodge. Watch it here: https://www.frazierdeeter.com/insights/private-equity-360-technology-trends-impacting-private-equity/

It has been almost a year since we had a conversation about the impact of the pandemic on the private equity industry with Ducker, a market research firm that supports merger & acquisition diligence activities for leading private equity firms. In this episode, FD's National Practice Equity Leader, Bob Woosley and Jim Devlin, Managing Director of Transaction Advisory at Ducker, take a look back at our predictions and a look forward to what might be next, particularly relating to the "COVID effect" on company valuations today and going forward.

As previewed at the 2020 Institutional Limited Partners Association (ILPA) Annual Summit, this case study delves into the strategy of "lifting out" a private equity firm's back office and bringing that team into a third-party administrator. National Practice Leader, Bob Woosley discusses this strategy with FD Fund Administration CEO, Thomas DiEgidio, and FD fund Administration Principals, Andrew Huss and Jonathan Haidet who successfully joined the firm as a result of a lift out. Watch now: https://www.fd-fa.com/videos/private-equity-360-lift-out/

Litigation finance is a unique niche within the alternative asset space. FD and FD Fund Administration National Private Equity Practice Leader, Bob Woosley had a discussion with Jay Greenberg, Chief Executive Officer of LEXSHARES and attorney, Doug Gruener, Partner with Levenfeld Pearlstein on a topic that applies to investors, portfolio companies, attorneys as well as investment bankers. Watch this podcast: https://www.fd-fa.com/videos/private-equity-360-what-is-litigation-finance/

Real estate is one of the hardest hit industries from the COVID-19 pandemic. Bob Woosley interviews two experienced real estate investors for their opinions on the current climate and rising trends in the real estate industry. FD Fund Administration provides real estate fund administration and additional financial services through Frazier & Deeter's experienced real estate practice. For more information visit our websites, www.fd-fa.com and www.frazierdeeter.com.

As businesses are trying to create "Clarity in the Chaos," we invite you to listen to a timely and fascinating conversation with John Hightower, the CEO of Arch + Tower. Arch + Tower has worked with industry leading brands such as: ChenMed, Chick-fil-A, Dolese, Sunstate Equipment; and partnered with the Founder of the Ritz-Carlton to help deliver results in the areas of customer experience, employee experience and operational excellence. Learn more: archandtower.com

What is a Quality of Earnings (QofE)? How does it affect a private equity transaction? Bob Woosley interviews Tim Koch, National Practice Leader, Transaction Advisory at Frazier & Deeter. In this podcast, we discuss common QofE mistakes. These mistakes can make or break a transaction. Learn what you need to do in a QofE and make sure your transaction goes smoothly.

Bob Woosley, National Private Equity Leader discusses R&D tax credits with Tommy Zavieh, National R&D Tax Credit Practice Leader. Topics include the history of R&D tax credits, the qualifications, benefits and why you need a R&D tax credit specialist.