News & Views
Capital Markets Thoughts and Guidance
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BEST PRACTICES FOR STRATEGIC PLANNING & TEAM DEVELOPMENT: Competing in Tough Capital Markets
September 21, 2025 Podcast: Financial services firms today face a paradox: capital is constrained, yet the demand for innovation and growth is unrelenting. In such an environment, traditional strategic planning approaches often fall... Read More -
PROPRIETARY TRANSACTIONS: The Real Edge in Today’s Market
September 21, 2025 Podcast: I CAN do a Proprietary Transaction! In a capital market split between a few overheated auctions and many stalled assets, the winners — both capital providers and companies —... Read More -
DEER ISLE: Insights, Flows & Investment Trends
September 21, 2025 Podcast: Power, Population, and Productivity What is the Winning Combination? The United States remains the undisputed global leader in turning human capital into economic and military power. With productivity per... Read More -
TRICKY FOR LPS TO EVALUATE: Seemingly Straightforward Positive GP Characteristics
August 23, 2025 The tone of a fundraising GP or placement agent visibly and audibly changes when these individuals believe their product truly embodies or delivers what LPs have historically sought, yet it... Read More -
IF MARS, PATAGONIA, SEQUOIA, AND BAIN DO IT: Why Don’t You?
August 23, 2025 “Who Should I Chose from These Interested Parties.” From “I wonder Who Might Be Interested in My Transaction” The best companies and funds don’t wait to own their financial narrative... Read More -
DEER ISLE: Insights, Flows & Investment Trends
August 23, 2025 China: Time to Invest? Macro & Policy Backdrop China’s 10-year bond yields sit near 1.9%, leaving fixed income unattractive and pushing capital toward equities. With banks holding ~90% of financial... Read More -
PIPELINES MAKE OR BREAK TRANSACTIONS: List of Key Trackable Attributes & Examples
July 26, 2025 One of the most critical components of demonstrating that a business plan is executable is having a well-developed pipeline — whether it’s a pipeline of potential investment opportunities (for funds)... Read More -
PRIVATE WEALTH ADVISOR & PRIVATE MARKET PRODUCTS: 5 Diligence Questions
July 26, 2025 With the rapid rollout of newly formed perpetual private market offerings to private wealth channels, it is easy to get lost in a marketing pitch focused on past results and... Read More -
DEER ISLE: Insights, Flows & Investment Trends
July 26, 2025 Zombie Funds – Dead or Alive? Zombie funds are no longer a joke — they’re an expensive, systemic problem. With over 1,850 funds globally that haven’t made a new investment... Read More -
GUEST: BEACON – MY EXERIENCE: Stay In Touch with Capital
June 23, 2025 “We secured funding from contacts made during our fourth Beacon email demonstrating that capital interest comes with time and with contacts we never would have targeted through traditional outreach. They... Read More -
INVESTOR RELATIONS VS SPRAY & PRAY: There is a difference!
June 21, 2025 Investor Relations Tip: Think like an investor. Ask: Why now? Why this company? Why me? The more your materials and outreach answer those questions, the more effective your investor relations... Read More -
DEER ISLE: Insights, Flows & Investment Trends
June 21, 2025 Wars of the Future & Investment Implications Recent conflicts have exposed the limits of traditional military power. The historical on-the-ground battlefield requires strong human troop management as well as working... Read More
