This is the first in a three-part series on preferred equity. It examines the core features and principal use cases for preferred equity in the private capital landscape. Subsequent installments will ...

This is the second in a three-part series on preferred equity in private capital markets. This Legal Update examines how preferred equity compares to traditional financing alternatives and the ...

Learn how to find the ideal balance of debt and equity in a company's capital structure to minimize costs and maximize market ...

Our firm, FP Transitions, keeps a database on thousands of advisory firms, looking at data such as valuations. Our recent look into this data revealed a powerful truth: The most valuable firms are ...

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, ...

Business development companies (BDCs) are increasingly incorporating equity co-investments into their primary loan strategies as the private credit market develops. These equity investments, which ...

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 ...

A waterfall equity structure is a system for allocating profits, losses and expenses for a business venture or investment members. The real estate industry commonly uses it, but you can also apply it ...

Private equity funds aren't readily available to the average investor and they typically require a minimum investment. They're commonly geared toward institutional investors such as mutual fund ...