IRR vs Interest Rate and What the Confusion Costs You
The confusion between IRR and interest rate is not a beginner's mistake.
5 min read
How a Private Equity Operating Model Creates Value
A private equity operating model is the structured framework a GP uses to improve a portfolio company's financial performance between acquisition and exit.
5 min read
How ESOP Investment Banking Defers Tax on a Business Exit
For business owners with $5M to $50M in company equity, ESOP investment banking sits at the intersection of exit planning, tax strategy, and ownership transition.
5 min read
How an Investment Banking Haircut Limits What You Can Borrow
An investment banking haircut is the percentage discount applied to an asset's market value when that asset is used as collateral.
5 min read
The 100-Day Plan in Private Equity After an Acquisition
The 100 day plan private equity firms execute post-close is not a formality. It is the single most reliable signal of whether a GP can actually operate a business or just buy one.
5 min read
How Tax Distributions in Private Equity Work for LPs
Tax distributions in private equity solve a specific problem: partners in a pass-through fund owe taxes on allocated income whether or not they received cash.
5 min read
How the Private Equity Capital Stack Drives Your IRR
The private equity capital stack is not an administrative detail. It is the primary driver of how risk distributes, how returns compound, and how much of your gain survives taxes.
5 min read
What Happens When Private Equity Buys a Company
Private equity acquisitions follow a predictable playbook: acquire a company using a mix of equity and debt, compress costs and accelerate growth over a three-to-seven year hold, then exit at a multiple that returns capital to LPs. The mechanics are well-documented. What gets less attention is what
5 min read
Apex Service Partners Private Equity: Revolutionizing the Home Services Industry
Private equity’s latest darling is reshaping how millions of Americans receive their home services, from HVAC repairs to plumbing emergencies, through a revolutionary business model that’s turning heads across the industry. Apex Service Partners, backed by substantial private equity funding, has emerged as a game-changer in the home services sector, transforming the landscape of residential […]
5 min read
Private Equity Placement Fees: Cost and How to Negotiate
Private equity placement fees are payments made to intermediaries who help fund managers raise capital.
5 min read
How Private Equity Drawdowns and Capital Calls Work for LPs
A private equity drawdown is the process by which a GP issues a capital call, pulling committed but undeployed LP capital into the fund to finance a specific investment or fund expense.
5 min read
Succession Planning Quotes on Protecting Family Wealth
The best succession planning quotes don't inspire you. They pressure-test your assumptions.
5 min read