Preferred equity investing is on the rise amid a search for yield and a fall in the number of high-quality assets coming to market. Here we explore the growing appeal of preferred equity instruments, ...

In my work, I encounter complex equity structures across a range of scenarios and companies, but the most common is stock-based compensation for start-up companies. Whether you're an auditor or a CFO, ...

As financial advisors age and start to think more carefully about their succession plans, they’re determining how to monetize their practices, create continuity for clients, and offer opportunities to ...

Oil and gas asset values have experienced tremendous volatility over the past year. They have almost returned to where they started in 2020. However, most investors have experienced that unpredictable ...

For years, advisors in the independent channel seldom worried about creating equity ownership tracks for their firms’ junior associates. But as advisory firms have become more complex and ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. With tech IPOs plunging from 65 in 2021 to just 30 in 2024, investors who are anxious for ...

A private equity firm is a group that collects investment funds from wealthy individuals or institutions in order to purchase companies. The goal of the private equity firm is to turn a profit for ...

If you own or manage a company that a private equity firm is looking to acquire, and you plan to stay on after the closing, you’ll likely need to negotiate two key points: rolling over some or all of ...

Opinion: Private equity firms that invest in health care should structure deals and operations for CPOM compliance, ...

Home equity is one of the biggest sources of wealth for American homeowners. Without the right context, decisions about home ...