Knowledge Base
Lee Anderson writes about tax strategy, estate planning, and wealth management for FatFire, covering the questions that matter to high-net-worth households pursuing financial independence. Every article draws on primary sources including IRS guidance, fund prospectuses, and academic research, and is reviewed against the FatFire editorial standards (fatfire.com/editorial-standards/) before publication.
516 articles — page 20 of 43
A deemed contribution in private equity occurs when the IRS treats a partner as having made a capital contribution to a partnership without any actual cash or property changing hands.
Investment banking fees on a $50M business sale typically run $1.5M to $3M. On a $500M transaction, you might pay $5M to $15M.
EBITDA in private equity functions as the common denominator across every stage of a deal: sourcing, pricing, financing, and exit.
Platform investment in private equity starts with one acquisition and compounds from there.
Venture capital financial statements follow a different logic than corporate financials, and that gap matters enormously if you're writing a check as a limited partner.
More than $15 trillion in global assets are benchmarked to or directly tracking MSCI indices, according to Morningstar research.
The investment committee in private equity is the final authority on every capital commitment a firm makes. Before a single dollar moves, the IC votes.
Macquarie private equity sits at the intersection of infrastructure, real assets, and long-duration capital.
The short answer is no, and that distinction matters enormously before you commit capital.
An investment banking haircut is the percentage discount applied to an asset's market value when that asset is used as collateral.
Roughly $14 to $15 trillion in assets are benchmarked to MSCI indexes globally.
Investment banking fees for raising capital typically run 1% to 7% of gross proceeds, depending on transaction type, deal size, and the bank you hire.