Published By: Salesforce
Published Date: Jan 08, 2016
In the next five years, more than $2 trillion is expected to transfer between generations. To capitalize on this massive redistribution of wealth, financial advisors need to meet the demands of today’s clients who are social, mobile, more connected, better informed and looking to collaborate with their advisors when they want, where they want. In fact, according to the Salesforce Connected Investor report, 55% of investors want to work more closely with their advisors. To succeed, advisors must have relationships with their clients that are deeper than just the numbers, and focus on individuals and their unique needs.
Private equity and investment banking experts share observations on what a distribution company owner can expect when preparing to sell a stake in the company, and how to prepare the business to attract potential buyers’ attention and maximize the price it can command.
This leading global financial services firm provides a wide range of investment banking, securities, investment management, and wealth management services. It has offices in countries around the world and serves corporations, governments, and institutions as well as individual investors.
Attracting Investors Webinar: With more than $18 billion in M&A activity in the first half of last year alone, the colocation industry is riding the bubble of rapid growth. Colocation data center providers are being evaluated by a wide range of investors, with varying experience and perspectives. Understanding the evaluation criteria is a critical competency for attracting the right type of investor and investment to your colocation business. Steve Wallage, Managing Director of Broad Group Consulting, has led more than 30 due diligence projects and will discuss specific areas of focus including assessment of financials, management, customers, business plan, competitive positioning and future strategy and exit.
By attending this presentation colocation providers will:
• Hear how investors are assessing colocation providers
• Understand different types of investor strategy and positioning
• Explore actual case studies –success stories as well as examples where investors walked away
• Walk away with a greater understanding of how to not only attract investment, but the right type of investor to propel their business growth
Independent external audits of GAAP financial statements are an inescapable reality for finance professionals. External audits are required by statute for public companies and are also becoming the norm among private companies experiencing growing demands for transparency from regulators, investors, and other stakeholders.