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 ...

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 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 ...

PEM manages venture capital and private equity strategies through both commingled funds and separately managed accounts The deal combines PEM’s private equity fund of funds and co-investment ...

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 ...

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 ...

While Greenwich, Conn.-based Stone Point Capital has covered the wealth management sector for 20 years, the firm didn’t do its first deal in the industry until 2012 when it acquired a 24.9% stake in ...

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 ...