Practical insights for professional
How a 360-degree client view will help grow your investment banking business
Clients – especially business owners and their executive teams – know more, do more, expect more, and it’s an investment banker’s job to meet those expectations by elevating the client experience to a more robust and interconnected process. In doing so, clients will be happier,...
Conflicts of interest in investment banking: 3 ways to manage risk with software
Whether real or perceived, conflicts of interest do arise in advisory work and also in capital markets transactions. These Conflicts can be between different clients of the Investment banks, between the Bank and its client and also between particular bankers. It is possible to have all 3...
Private equity analytics: using data to discover deals
Throughout this article, we’ll discuss how to use DataCortex to empower you during all stages of the deal lifecycle, from deal origination to deal execution. We’ll also discuss other ways that modern dealmakers are using data analytics in private equity.
Creating a connected and collaborative private equity firm relies on your adherence to these 3 principles
In this article, we will share more about the ACT Framework and how its core tenets will support and enhance your firm’s deal, relationship, and firm management activities for months and years to come.
Is your private equity firm at risk of getting passed by?
The world of private investing has never been more competitive. Every day it becomes more and more difficult to differentiate and stand out amongst the crowd. The need to find more proprietary deals, build better relationships, and be more efficient in your execution is more intensive...