Integrated Due Diligence: The Big Pictur...

We ask the Co-President of Ares what’s really happening in the private credit market, the advantages of being a scale player, and where he sees performance dispersion among managers. 

We asked six leading investors at Vista, Hg, Advent, CVC, KKR, and Apollo where AI is creating value today—and what it will take to unlock the next wave of transformations. 

In part two of our interview with Advent’s Managing Partner, we explore how the firm is navigating longer holding periods, harder exits, and rapid technological change — while staying true to its core. 

The need to go deep on the details 

Camilo Franco, Director of M&A Integration and Operations and Matt Arsenault, VP of Corporate Development & Strategic Alliances at Jamf (NASDAQ: JAMF) Too often in M&A, diligence and integration operate in separate lanes. Diligence focuses on uncovering risks, while integration i ... Show More

Having continuous mind set and understanding the activities performed to analyse and improve. 

<p>We’ve been in a bull market for 10 years, with free money being the tail wind for investors. &nbsp;That era has now ended and investors are feeling the pain. &nbsp;As we come to this critical juncture, the Steady Wealth Podcast is here to discuss the realities of the market. T ... Show More

<p>Creating or making additions to a trading strategy doesn&#39;t happen overnight. Like most researchers, there&#39;s a process that must be followed to ensure you don&#39;t rush into disaster. A big part of the process when it comes to trading is making observations &amp; keepi ... Show More

<p>The reality of reopening is anything but cut and dry. And how the market is pricing, or failing to price, nuances should continue to be a key theme.</p> 

How to see the big picture is not as easy as you'd think. You need to take steps to move out of the details, then have a way to reorient to the big picture. http://j.mp/GetItDoneBookModern Mentor is hosted by Rachel Cooke. A transcript is available at Simplecast.Have a question f ... Show More

An earlier podcast discussed a fairly labor-intensive case where we needed to literally roll-up our sleeves to find and extract data, and a corporate finance study. This engagement is somewhere in-between. It discusses a study I led to help a major corporation completely redesign ... Show More

<p>Marc is a very &quot;active&quot; passive investor in the sense that he performs deep due diligence on potential investments. But deep due diligence is often beyond the capacity of a single investor. On today&#39;s show we are talking about a unique approach to due diligence. ... Show More