The document summarizes the findings of the Pepperdine Private Capital Markets Project survey of privately held businesses in spring 2011. It finds that while business owners are enthusiastic about growth, many lack the financial resources to execute their strategies. Access to capital remains a challenge, especially for smaller companies. Deal activity and valuations are improving for larger companies but still difficult for smaller firms. Overall conditions are improving from six months ago but challenges around access to capital remain, particularly for securing senior debt.
M&A Outlook: Turning Point or Roadblock Ahead for the Capital Markets?
Pepperdine Private Capital Markets Project presents the findings from its Spring 2011 survey of private lenders and investors, and the privately-held companies they serve.
Financial advisors are inundated with choices among asset managers and distributors, making it critical to capture advisors’ attention and leave a lasting impression. Learn how to develop targeted and successful strategies to increase your reach and impact. This webinar will provide insightful guidance for asset managers and distributors to strengthen their advisor partnerships. Cogent will showcase thought leadership in the financial advisor market by presenting the latest insights and research on advisor trends and preferences.
Participants will gain insight on a wide range of business issues, including:
- Growth of the RIA
- Changes in product views/actively managed/ETFs
- Trends in portfolio construction
Positioning to win: 2015 global private equity surveyEY
EY’s Positioning to win survey seeks to understand the rapidly evolving link between private equity firms and investors, both poised to capitalize on an opportunistic environment. These valuable insights offer a perspective of similarities and differences as seen through the lens of these two communities, and will assist CFOs as they institute operating models that position their firms to win the competition for capital. http://www.ey.com/PECFOSurvey2015
Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors. Join Cogent for up-to-the-minute thought leadership on advisor preferences and insightful guidance on how to strengthen partnerships.
Dr. Don Levy of the Siena College Research institute analyzed the results of the Annual Survey of Upstate NY business leaders and what they mean for the Buffalo region.
The Pepperdine Private Capital Markets Project previews key finding from its forthcoming 126-page report detailing the 2010 outlook for private capital providers and privately-held businesses.
The Pepperdine Private Capital Markets Project previews key finding from its forthcoming 126-page report detailing the 2010 outlook for private capital providers and privately-held businesses.
Commercial finance broker Hilton-Baird Financial Solutions conducted its latest SME Trends Index in September 2014, questioning 238 business owners and finance directors on their challenges and expectations.
Here are the results, which include 50% of respondents labelling the level of funding support that's currently available to them as "inadequate".
M&A Outlook: Turning Point or Roadblock Ahead for the Capital Markets?
Pepperdine Private Capital Markets Project presents the findings from its Spring 2011 survey of private lenders and investors, and the privately-held companies they serve.
Financial advisors are inundated with choices among asset managers and distributors, making it critical to capture advisors’ attention and leave a lasting impression. Learn how to develop targeted and successful strategies to increase your reach and impact. This webinar will provide insightful guidance for asset managers and distributors to strengthen their advisor partnerships. Cogent will showcase thought leadership in the financial advisor market by presenting the latest insights and research on advisor trends and preferences.
Participants will gain insight on a wide range of business issues, including:
- Growth of the RIA
- Changes in product views/actively managed/ETFs
- Trends in portfolio construction
Positioning to win: 2015 global private equity surveyEY
EY’s Positioning to win survey seeks to understand the rapidly evolving link between private equity firms and investors, both poised to capitalize on an opportunistic environment. These valuable insights offer a perspective of similarities and differences as seen through the lens of these two communities, and will assist CFOs as they institute operating models that position their firms to win the competition for capital. http://www.ey.com/PECFOSurvey2015
Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors. Join Cogent for up-to-the-minute thought leadership on advisor preferences and insightful guidance on how to strengthen partnerships.
Dr. Don Levy of the Siena College Research institute analyzed the results of the Annual Survey of Upstate NY business leaders and what they mean for the Buffalo region.
The Pepperdine Private Capital Markets Project previews key finding from its forthcoming 126-page report detailing the 2010 outlook for private capital providers and privately-held businesses.
The Pepperdine Private Capital Markets Project previews key finding from its forthcoming 126-page report detailing the 2010 outlook for private capital providers and privately-held businesses.
Commercial finance broker Hilton-Baird Financial Solutions conducted its latest SME Trends Index in September 2014, questioning 238 business owners and finance directors on their challenges and expectations.
Here are the results, which include 50% of respondents labelling the level of funding support that's currently available to them as "inadequate".
How do investors achieve financial freedom? How do you establish your financial goals? Understand the benefits of diversification and following an asset allocation strategy.
www.Quantumamc.com
EY Global Capital Confidence Barometer (12th Edition)EY
Innovation, complexity and disruption define the new M&A market.
Our 12th Global Capital Confidence Barometer finds the global M&A market maintaining the positive momentum that developed during 2014. For the first time in five years, more than half our respondents are planning acquisitions in the next 12 months, as deal pipelines continue to expand.
From Good to Great: How to Ace Your Marketplace FundraiseBattery Ventures
At the Marketplace Conference Online December 2020, Battery Ventures' Justin Da Rosa teamed up with Speedinvest's Philip Specht on the core marketplace metrics investors evaluate during the fundraising process from seed to growth.
Pwc 2015 Technology Sector Sec Comment Letter TrendsPwC
PwC's technology industry publication provides a comprehensive analysis of recent SEC staff comments and disclosures to assist you in understanding the key trends relevant to companies in the technology sector.
Eric Jackson's presentation to Yahoo outlining his plan to slash the company’s workforce by 75%, replace Marissa Mayer with an operations-focused CEO and bring in a strategic partner to help navigate the tax issues surrounding its Asian assets.
Source: http://www.wsj.com/public/resources/documents/yahoopresentation.pdf
Mark G. Heesen, President, NVCA - A CVG Second Thursday Event, 6/13/13Paige Rasid
Mark spoke about the state of the venture capital industry from both a national and regional perspective. He discussed where VCs are investing, the decline in the number of venture firms, the exit climate and what's happening in Washington that's important to the venture and entrepreneurial communities.
Over 500 responses from a broad sample of senior financial executives across the United States offer an in-depth perspective regarding how CFOs plan to deliver on optimistic expectations for their companies with what they believe are regulatory tailwinds 2017. CFOs will primarily look to leverage two primary channels to deliver growth in 2016: organic growth and increasing customer spend with existing customers. CFOs believe that success in 2017 will be defined in part by: the ability to expand relationships with existing customers, the relative effectiveness of market efforts, operational efficiency, and improvements in engaging and developing new and existing Finance talent.
Eight years after the global financial crisis triggered a slate of new rules and regulations, a Brunswick Group survey of 2,039 respondents from four countries finds continuing deep skepticism across the globe about the benefits of big banks and the effectiveness of financial regulation.
Key findings:
Eight years post-crisis, anxiety persists
Regulation attractive but not impactful
Desire for smaller, local banks but also multiple services
Uncertain implications of Brexit
Private Equity and Venture Capital volume stays depressed while valuations remain high during the second quarter of 2017. Read Bridgepoint Merchant Banking's latest Midwest Capital Raise Update, measuring private equity and venture capital throughout the Midwest.
LaunchPad brings together all of the players in the Southern California middle market sector of the private capital markets. Sponsored by the Alliance of Mergers & Acquisitions, Dr. John Paglia shares findings from the Summer 2011
For the Risk Management Association, Pepperdine University researcher John Paglia offers a perspective on data and current trends on capital markets across major segments. Sourcing the most results from the on-going Pepperdine Private Capital Markets Project, Dr. Paglia share how these markets work in relation to the publicly traded markets .
How do investors achieve financial freedom? How do you establish your financial goals? Understand the benefits of diversification and following an asset allocation strategy.
www.Quantumamc.com
EY Global Capital Confidence Barometer (12th Edition)EY
Innovation, complexity and disruption define the new M&A market.
Our 12th Global Capital Confidence Barometer finds the global M&A market maintaining the positive momentum that developed during 2014. For the first time in five years, more than half our respondents are planning acquisitions in the next 12 months, as deal pipelines continue to expand.
From Good to Great: How to Ace Your Marketplace FundraiseBattery Ventures
At the Marketplace Conference Online December 2020, Battery Ventures' Justin Da Rosa teamed up with Speedinvest's Philip Specht on the core marketplace metrics investors evaluate during the fundraising process from seed to growth.
Pwc 2015 Technology Sector Sec Comment Letter TrendsPwC
PwC's technology industry publication provides a comprehensive analysis of recent SEC staff comments and disclosures to assist you in understanding the key trends relevant to companies in the technology sector.
Eric Jackson's presentation to Yahoo outlining his plan to slash the company’s workforce by 75%, replace Marissa Mayer with an operations-focused CEO and bring in a strategic partner to help navigate the tax issues surrounding its Asian assets.
Source: http://www.wsj.com/public/resources/documents/yahoopresentation.pdf
Mark G. Heesen, President, NVCA - A CVG Second Thursday Event, 6/13/13Paige Rasid
Mark spoke about the state of the venture capital industry from both a national and regional perspective. He discussed where VCs are investing, the decline in the number of venture firms, the exit climate and what's happening in Washington that's important to the venture and entrepreneurial communities.
Over 500 responses from a broad sample of senior financial executives across the United States offer an in-depth perspective regarding how CFOs plan to deliver on optimistic expectations for their companies with what they believe are regulatory tailwinds 2017. CFOs will primarily look to leverage two primary channels to deliver growth in 2016: organic growth and increasing customer spend with existing customers. CFOs believe that success in 2017 will be defined in part by: the ability to expand relationships with existing customers, the relative effectiveness of market efforts, operational efficiency, and improvements in engaging and developing new and existing Finance talent.
Eight years after the global financial crisis triggered a slate of new rules and regulations, a Brunswick Group survey of 2,039 respondents from four countries finds continuing deep skepticism across the globe about the benefits of big banks and the effectiveness of financial regulation.
Key findings:
Eight years post-crisis, anxiety persists
Regulation attractive but not impactful
Desire for smaller, local banks but also multiple services
Uncertain implications of Brexit
Private Equity and Venture Capital volume stays depressed while valuations remain high during the second quarter of 2017. Read Bridgepoint Merchant Banking's latest Midwest Capital Raise Update, measuring private equity and venture capital throughout the Midwest.
LaunchPad brings together all of the players in the Southern California middle market sector of the private capital markets. Sponsored by the Alliance of Mergers & Acquisitions, Dr. John Paglia shares findings from the Summer 2011
For the Risk Management Association, Pepperdine University researcher John Paglia offers a perspective on data and current trends on capital markets across major segments. Sourcing the most results from the on-going Pepperdine Private Capital Markets Project, Dr. Paglia share how these markets work in relation to the publicly traded markets .
Professor John Paglia, lead researcher for the Pepperdine Private Capital Market Project, spoke at the annual meeting of the National Association of Small Business Investment Companies (NASBIC) in Palm Beach, Florida. He addressed the National Summit for Lower Middle Market Funds, the premier networking event for lower middle market private equity funds, independent sponsors, investors and service providers. http://bschool.pepperdine.edu/privatecapital
The Pepperdine Private Capital Markets Project, available at http://bschool.pepperdine.edu/privatecapital, is the first comprehensive and simultaneous investigation of the major private capital market segments. The initial research survey examined the behavior of the private capital market participants, investment types, expected and historical rates of return, financial ratio thresholds, coupon rate distributions and other investment characteristics.
Breakfast Forum: The Current State of the Capital Markets 2015BoyarMiller
As part of its ongoing Breakfast Forum series, BoyarMiller gathered industry experts for a panel discussion on the Current State of the Capital Markets. Speakers included:
• Drew Kanaly, Kanaly Trust – Equity & the Public Markets
• Colt Luedde, GulfStar Group – Private Equity and M&A
• Brandon Annett, Texas Capital Bank – Commercial Banking & Real Estate Lending
The Deloitte CFO Survey: 2013 Q3 resultsDeloitte UK
Find out more at http://www.deloitte.co.uk/cfosurvey
A new mood of confidence pervades the third quarter CFO Survey. Chief Financial Officers see fewer risks in the global economy and greater opportunities for expansion.
Key findings:
- CFOs' perceptions of external macro and financial risk have hit three-year lows.
- The financing environment for corporates has improved still further. Cost of credit is at its lowest and availability at its highest since the survey began in 2007.
- 54% of CFOs say now is a good time to take greater risk onto their balance sheet, a six-year high.
- Austerity is out and expansion is coming in. Cost control and cash conservation are moving out of favour. Expansion is, once again, the top priority for corporates.
About the Deloitte CFO Survey:
The Deloitte CFO Survey, launched in 2007, is a quarterly survey of Chief Financial Officers and Group Finance Directors of major UK companies. Over 300 CFOs, mainly from FTSE 350 companies, have joined the CFO Survey panel. The Survey captures shifts in UK CFOs' opinions on valuations, risks and financing and has become a benchmark for gauging financial attitudes of major corporate users of capital.
The Deloitte CFO Survey has been widely quoted in the media and is firmly established with policymakers. The Bank of England has cited the CFO Survey several times in its publications such as the quarterly Inflation Report and the monthly Trends in Lending report. The findings have also been quoted in the minutes of the Bank's Monetary Policy Committee meetings.
The business outlook across Asia for 2014 looks set for a positive trajectory, but there are a number of uncertainties that will have many business leaders watching over their shoulders.
The latest Executive Outlook Survey 2014 from KellyOCG shows that while there is widespread agreement about continuing economic and business improvement, it is not unbridled optimism.
Global economic events and local Asian business sentiment are coalescing in 2014 to produce a whirlwind of possible scenarios for the world economy.
Produced e-magazine highlight entrepreneurs and entrepreneurship program, intended for online viewing. Assembled content, managed freelance writers, and executed design and layout.
Produced e-magazine highlight entrepreneurs and entrepreneurship program, intended for online viewing. Assembled content, managed freelance writers, and executed design and layout.
Produced e-magazine highlight entrepreneurs and entrepreneurship program, intended for online viewing. Assembled content, managed freelance writers, and executed design and layout.
Produced e-magazine highlight entrepreneurs and entrepreneurship program, intended for online viewing. Assembled content, managed freelance writers, and executed design and layout.
E-magazine conceived as a community and reputational promotional for distribution to prospects, ranking-voting business school administrators and other constituents. Content repurposes news, commentary and accomplishments previously published over the academic year. Compiled and edited, while design and layout was outsourced. Formatted so that on-demand print copies could be ordered through MagCloud.
Graziadio Magazine highlights the academic year's people, milestones and accomplishments that enriched student learning, enhanced thought leadership, cultivated community, built partnerships and advanced reputation at Pepperdine University's Graziadio School of Business and Management.
The 2014 Economic Forecast collected insights from over 3,600 small and mid-sized business owners and gauged their level of confidence for economic growth over the next year. Pepperdine University’s Graziadio School of Business and Management together with Dun & Bradstreet Credibility Corp. also assessed business owners’ perspective on which government policies promote or hinder economic growth. The research was conducted under the auspices of the Pepperdine Private Capital Markets Project at http://bschool.pepperdine.edu/privatecapital.
Businesses report that access to capital is highest in nearly two years. The Pepperdine Private Capital Access (PCA) and Private Capital Demand (PCD) Index measures the demand for, activity and health of the privately-held businesses on a quarterly basis. A value of less than fifty for an index represents a low level of access or demand, while a value greater than fifty can be interpreted as relatively high capital access or demand. The research was conducted under the auspices of the Pepperdine Private Capital Markets Project, in partnership with Dun & Bradstreet Credibility Corp. Visit: http://bschool.pepperdine.edu/accesscapital
Results from the latest Pepperdine Private Capital Access (PCA) Index quarterly report show access to capital for businesses of all sizes increased in Q1 2014 from the previous quarter and is the highest since the inception of the report in Q2 2012. Visit: http://bschool.pepperdine.edu/accesscapital
That bug that’s going around might be bugging your bottom line if you are a small business owner, according to a new survey from Pepperdine University, conducted in partnership with Dun & Bradstreet Credibility Corp. Smaller companies — those with revenues of less than $5 million — reported each sick employee cost them an average of $22,802. For larger companies, the average cost was $15,806.
LAUNCH! Magazine celebrates the creativity,
dedication to responsible business practice and entrepreneurial spirit of students and alumni at Pepperdine University’s Graziadio School of Business and Management, principles fundamental to its mission and
that the school and its faculty have embraced and actively advanced for more than 40 years.
New insights and data on pricing capital in today’s competitive environment from the Pepperdine Private Capital Markets Project show challenges remain for lenders, investors and the private business that depend on them. Lead researcher John Paglia presented at the National Summit for Middle Market Funds.
New insights and data on pricing capital in today’s competitive environment from the Pepperdine Private Capital Markets Project show challenges remain for lenders, investors and the private business that depend on them. Lead researcher John Paglia presented at the National Summit for Middle Market Funds.
Pepperdine Private Capital Market Project research conducted in partnership with Dun & Bradstreet Credibility Corp. release findings from a survey of 3,118 private businesses. Small business owners were asked their projections on a number of economic factors for the year ahead, such as access to capital, hiring, confidence in economy and government policies likely to affect jobs and business prospects.
Authors John Paglia and Robert Slee offer an alternative to using methodology designed for privately-trade companies as a means to valuate privately-traded companies. The article was originally published in the May/June 2011 issue of The Value Examiner. It is provided courtesy of The National Association of Certified Valuators and Analysts (http://www.nacva.com)
Research John Paglia, director of the Pepperdine Private Capital Markets Project at the Graziadio School of Business and Management, describes accessing capital for privately-held companies based on the latest results from his ongoing cost of private capital investigation.
More from Pepperdine University Graziadio School of Business and Management (20)
1. The State of the Private Capital Markets Private Capital Markets LaunchPad June 10, 2011 John K. Paglia, Ph.D., CFA, CPA Associate Professor of Finance Senior Researcher, Pepperdine Private Capital Markets Project