Cherry Bekaert: Private Equity Industry Guidance

Cherry Bekaert
  • 0.0 (0)
  • MANAGEMENT
  • UPDATED MONTHLY
Cherry Bekaert: Private Equity Industry Guidance

Cherry Bekaert’s Private Equity podcasts feature discussions on trends, compliance matters and best practices to guide you forward.

  1. SEP 16

    How Transferable Energy Tax Credits Impact Private Equity

    With the passage of the Inflation Reduction Act (IRA), certain renewable energy tax credits can now be transferred or sold by those generating eligible tax credits to qualified buyers, including private equity investors, seeking to purchase tax credits. Transferable energy tax credits provide a new and more efficient way for taxpayers to monetize these tax credits alongside tax equity structures, while providing a significant tax planning opportunity for private equity funds and their portfol...

    12 min

  2. SEP 6

    Business Interruption Services for Private Equity Portfolio Companies

    Business interruption (BI) insurance is crucial for private equity firms, as it provides financial protection in the event of unforeseen disruptions to a portfolio company's operations. Interruption in business operations due to natural disasters, supply chain disruptions or cybersecurity breaches can have a significant financial impact to a fund’s bottom line. For private equity firms, business interruption insurance is not only a risk management tool but also a strategic asset that can safe...

    15 min

  3. JUL 9

    How the Estate Tax Exemption “Sunset” Will Impact Fund Managers

    On December 31, 2025, the current federal lifetime estate and gift tax exemption amount is scheduled to revert to pre-2018 limits, effectively reducing the tax benefit by 50%. This has the potential to greatly impact investment fund managers and other high-net-worth individuals. Without adequate and timely estate planning, these individuals may miss out on potentially millions of dollars in tax benefits.In this episode of The Drawdown, Marci Spivey, Partner and Private Client Services Leader,...

    13 min

  4. MAY 13

    Benefits of Voice of the Customer Analysis in M&A Commercial Due Diligence

    Applying voice of the customer (VoC) analyses at the beginning of the investment lifecycle can provide qualitative data on consumer behavior to inform investment decisions and post-transaction strategies. By integrating VoC methodologies within traditional due diligence processes, organizations can make better strategic decisions to validate the deal thesis and drive post-acquisition growth.In this episode of The Drawdown, Cameron Smith, Managing Director in our Transaction Advisory pra...

    9 min

  5. 10/06/2022

    Healthcare M&A: The Rise of the Private Equity-backed MSO and DSO

    What is a management service organization (MSO) or a dental service organization (DSO)? Why have they become so attractive to private equity investors in recent years? What are the potential challenges to successfully execute this high-volume roll-up strategy? In this episode of The Drawdown, we explore these questions and more with Cherry Bekaert Partners Steve Stang and Michael Ludwig as they provide key insights and approaches that can give private equity investors an edg...

    20 min

  6. 03/11/2022

    Digital for Private Equity 101 – Strategic Growth Through Portfolio Optimization

    Business and profit optimization is at the forefront of any Private Equity investor and management team dialogue. As noted in our recent Private Equity Industry Report, the record amount of M&A activity in 2021 may certainly lead to even more scrutiny surrounding post-acquisition integration and portfolio optimization through the use of technology, systems and process improvement. For Private Equity funds and portfolio companies, a digital transformation strategy can be an essential compo...

    26 min

  7. 11/08/2021

    SPAC Transactions: The Players and the Paper: Part II

    More than 600 SPACs have gone public since July 2020, when the SPAC market heated up dramatically, raising over $200 billion. New regulatory scrutiny and several high-profile SPAC litigations have revived longstanding concerns about these “blank check” companies. Broader economic pressures are also adding to the unsteady market. That said, many believe we have seen enough SPAC transactions that it has become not only a respected alternative method of taking a private company public, but it is...

    31 min

  8. 07/14/2021

    SPAC Transactions: The Players and the Paper: Part I

    2020 was a record-breaking year for Special Purpose Acquisition Company (SPAC) transactions, with over 240 completed SPAC IPOs, raising total gross proceeds of approximately $75 billion. The trend has continued into 2021 with over 350 IPOs completed so far this year, with no apparent let-up in sight.In this episode of the Drawdown, hosted by Cherry Bekaert’s Cameron Smith, Business Development Director of Private Equity, Cameron is joined by Cherry Bekaert’s Accounting Advisory Leader, Chase ...

    14 min
See All (14)

About

Cherry Bekaert’s Private Equity podcasts feature discussions on trends, compliance matters and best practices to guide you forward.

Information

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada