VCs & PE Firms: Don’t Let Your Portfolio Companies Miss This A fresh 409A valuation before year-end isn’t just a compliance checkbox—it’s a strategic move. - Protect equity grants from IRS scrutiny - Enable clean cap tables for Q1 fundraising - Support M&A readiness and audit prep If your portfolio companies are issuing options or planning capital events in early 2026, now’s the time to act. Let’s make sure they’re set up for success. #Scalar #Valuation #409a
Why VCs and PE Firms Should Get 409A Valuations
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"The accounting profession is at a crossroads. Private equity’s swift entrance into the industry has reshaped the competitive landscape, putting pressure on firms of all sizes to rethink their strategies." https://lnkd.in/gYGdj43g
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Corporate Financier’s Notes: Insight of the Day - About 47% of #privateequity exits in 2019 were to other private equity houses, according to @PitchBoook. Today it is only about 35%.(Financial Times) #CFNInsight #CorporateFinanciersNotes
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Optimizing financial close is more than a compliance exercise. In this article, our corporate finance experts highlight how disciplined processes, skilled finance teams and digital tools can build investor confidence, compress timelines and prepare companies for IPOs or private sales: https://lnkd.in/eSUUvxjd Key contacts: Heather DiFiore, CPA, CFA, CFE, CFF and Dongchen Xu #FinanceLeadership #CFOInsights #FinancialClose
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PE’s biggest problem? Exits. Too much dry powder, not enough deal flow. FTI Consulting's Michael Eisenband takes a smart look at why private equity’s golden era may be stalling. #PrivateEquity #MergersAndAcquisitions #PE
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Newsletter (13) – Private Equity In this week’s edition of our newsletter, we take a closer look at the expanding role of secondary transactions in private equity. As exit markets remain subdued and holding periods extend, both Limited Partners and General Partners are increasingly turning to the secondary market as a strategic tool for liquidity and portfolio management. We explore LP-led transactions, which enable investors to rebalance portfolios and enhance flexibility, and GP-led continuation funds, which allow managers to retain assets beyond the traditional fund term while offering investors the choice between liquidity and continued exposure. Please leave a like if you enjoyed this newsletter! CC: David Reuther Sebastian Rizo Foster Ng Victor Ghose Joschka Feuerstein #ESCPAIS #PrivateEquity #Newsletter #ESCP #Secondaries #GPled #LPled #Finance #AlternativeInvestments
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In today’s Irish Times Corporate Finance Special Report, David Martin, Capital and Debt Advisory Partner, discusses how crucial it is that sufficient planning is in place for the funding of an MBO (Management buyouts) “The starting point of any MBO transaction involves direct engagement with your adviser to define the business valuation, sharpen financial projections and establish funding requirements, both on day one and post the MBO. Shifts in the global economic landscape are leading to capital providers being more selective in the businesses they back, therefore, presenting your plan early to a capital provider will allow you to align decision-making timelines with lenders and private equity. Read the full article here: https://ow.ly/ypJw50X5tcm #eycapitalanddebtadvisory #ShapeTheFutureWithConfidence #StrategyandTransactions #EYPrivate Michael Armstrong Dan Murphy Donal Crotty Rebekah Mulryan Seán Kelly Ronan Murray Fergal McAleavey Jonny Forde
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📌 FinanceSis Explains – Post 12 | Weekly Series 🚀 Taking companies public — today we unpack the IPO process from start to finish! Your one and only FinanceSis is back this Tuesday, breaking down how private firms transition into publicly traded giants. From selecting underwriters to rolling out the red carpet on listing day. 💡 Inside this post: ✅ Why firms go public — growth, liquidity, and prestige ✅ Role of underwriters & how pricing is determined ✅ Filing & regulatory requirements (prospectus, roadshow, approvals) ✅ Price Offerings ✅ Overview of the Process 📅 Next Tuesday: IPO - Process Explained 🚀 Break into IB with me, from Curious to Confident. Follow the page to stay ahead in your career journey! #FinanceSisExplains #Finance #IPO #InvestmentBanking #CapitalMarkets #GoingPublic #FinanceCareers #YoungProfessionals #FinanceMadeSimple #CareerGrowth #EquityResearch #TuesdaySeries | #FinanceSis
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Investors don’t chase companies. They chase structures. If you think capital follows profit, think again. Here’s the hidden investor checklist no one tells you about. Every CEO wants investment. They polish pitch decks. Highlight revenue. But still, investors say no. Why? Because profit is not the first filter. Investors chase structures. ✔️ Corporate governance. ✔️ Compliance track record. ✔️ Board composition. ✔️ Contracts that protect partnerships. If your house isn’t in order, your numbers won’t save you. I’ve worked with CEOs who turned “no’s” into “yes’s.” Not by inflating numbers. But by tightening governance. One client couldn’t raise funding for 18 months. We restructured their board, cleaned up filings, and set compliance policies. In 6 months, they closed their first international deal. Investors look for safety before they look for growth. That’s why they check your foundation. So, if funding is your dream, your first job is to prove you’re investment-ready. #investments #companystructure #SolapeAdesuyi #SolapeAdesuyiandAssociates
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Effective collaboration between CFOs and private equity is key to maximising value at exit. In our H1 2025 Private Debt Deal Tracker, we highlight the trends shaping Europe and feature Chris Donovan's guidance on how leading CFOs build trust and communicate openly with PE sponsors. Learn more▶️ https://delo.tt/6044AfMZ0 #DeloittePDDT #DeloitteUK
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💬 “The word ‘alternative’ doesn’t make sense anymore.” The Carlyle Group CEO Harvey Schwartz says private markets are no longer a niche corner of finance, they’ve become a core source of capital. As private wealth flows in and firms expand access through 401(k)s and new partnerships, advisers face a clear mandate: focus on what’s best for clients, not on market labels. ✅ Read more on Private Equity International: https://okt.to/tSog9h Hannah Zhang, CFA
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