News & Views
Capital Markets Thoughts and Guidance
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CAPITAL MARKETS QUANTITATIVE ANALYSIS: Focus on Supported Forecasting
November 22, 2023 Financial markets are based upon quantitative analysis – even though there are many additional variables that ensure success. Quantitative analysis is the “language” of finance. No one expects projections and... Read More -
CAPITAL PLAN 2024: 3 Important Current Considerations!
November 22, 2023 It’s November and January 2024 will shortly be here! Part of year end planning should include budgeting time, money and resources for any 2024 plans. It can be expected that... Read More -
DEER ISLE IS PLEASED TO ANNOUNCE THAT CEO, DIANNA RAEDLE, IS PRESENTING AT THE ANNUAL BAKER MCKENZIE CLIENT RECEPTION AND SEMINAR: “Capital Raising in a Challenging World: Trends and New Channels for Asset Managers”
October 30, 2023 Deer Isle CEO, Dianna Raedle, thanks the Baker McKenzie Funds and Tax Team for including her in their annual client reception & dinner and roundtable. Dianna will be speaking about... Read More -
ACCELERATE CAPITAL MARKETS TRUST AND SUCCESS: 5 Sources of Operational Validation
October 27, 2023 In tough capital conditions, only the strong survive and thrive. If capital is required to maximize organization goals and outcomes, in this capital environment, it is important to present as... Read More -
MAXIMIZE AFTER TAX CAPITAL TRANSACTION VALUE: 5 Techniques for Family Businesses!
October 27, 2023 When a family business is contemplating a large capital transaction, there are many variables to consider when determining “success”. These variables may include valuation, on-going control, and stakeholder impact (among... Read More -
DEER ISLE: Insights, Views & Investment Trends
October 27, 2023 Is China “In” or “Out” of the US Capital Markets? We have direct knowledge that capital is flowing “in”. We know of a large state entity that has moved its... Read More -
GUEST POST: Trade Secret Due Diligence Checklist
September 26, 2023 Trade Secret Due Diligence Check-List Prepared for Deer Isle Group The below checklist should help Capital Providers conduct a thorough Trade Secret Due Diligence Process as well as help Capital... Read More -
CAPITAL ALWAYS HAS ANOTHER ALTERNATIVE: Do a Peer Analysis!
September 26, 2023 Understanding how an Opportunity compares to its Peers is an important step in creating institutional quality capital markets positioning. Institutions make decisions within a context and there is almost always... Read More -
DEER ISLE: Insights, Flows & Investment Trends
September 26, 2023 Two Fund Managers Talking to Each Other About Buying / Selling Assets (True Story!) Fund Manager 1: “There are so many assets to buy…I can pretty much buy any assets... Read More -
SUPPORT, SUPPORT, SUPPORT, SUPPORT MODEL ASSUMPTIONS: 4 Methods to Support Model Assumptions, Even with Limited Operations
August 24, 2023 Effective modelling is an essential component of validating company valuations , especially in difficult fund-raising environments such as current market conditions. As such it is imperative that models are supported... Read More -
DO NOT TRY TO “MARKET-TIME” CAPITAL INTEREST! Do This Instead…
August 24, 2023 Having trouble raising capital in the private markets? You are not alone! HEARING THAT ALLOCATIONS IN YOUR STRATEGY ARE BEING MADE & YOU HAVE NOT BEEN RAISING CAPITAL? You are... Read More -
DEER ISLE: Insights, Flows & Investment Trends
August 23, 2023 China Low-Rate Environment – Capital Flow Consequences In March, we wrote in our Newsletter, that it seemed that the Chinese economy was weaker than expected and that China was one... Read More