Managers have been offering discounts amid difficulty fundraising, and capital is increasingly going to bigger funds, ...

As organizations embark on a journey toward growth, their equity requirements change. To drive a culture of ownership, companies must build an effective strategy around equity management. Here are a ...

Corporate mission statements often fall short when it comes to influencing day-to-day behavior within organizations.

Earlier this month, Schwab Stock Plan Services announced Schwab Private Issuer Equity Services, a comprehensive equity management solution for late-stage private companies, powered by Qapita's ...

This article is the third in a series about the people-oriented pressures, needs and opportunities facing PE investors and their portfolios and how an executive coach can add value. Executive coaches ...

With 2021 marking another year of record-level consolidation in the wealth management industry, the latest research from Echelon Partners takes a deep dive into the “changing dynamics across every ...

This press release may contain forward-looking statements, which reflect current expectations but involve risks and uncertainties. Actual results may vary significantly. Sagard disclaims any ...

Founded in 1984 by a group including former presidential candidate Mitt Romney (the firm’s only CEO before departing in 1999 to enter politics), Bain Capital manages approximately $175 billion across ...

Starting Well A couple of months back, Neuberger Berman issued a white paper, "The Overlooked Persistence of Active Outperformance" (Joseph Amato, Peter D'Onofrio, Alessandra Rago), that advocated ...

Private equity managers long for target-date funds, but the asset class’ high fees and operational challenges keep it in the friend zone. According to the 2021 Investment Company Factbook, private ...

NEW YORK--(BUSINESS WIRE)--Performance Equity Management (PEM), a leading private equity solutions provider, today announced that it has rebranded as Sagard Private Equity Solutions (SPES). This marks ...