1. Articles in category: Investor Services

    1-24 of 27 1 2 »
    1. What Private Equity Investors Think They Do for the Companies They Buy

      What Private Equity Investors Think They Do for the Companies They Buy

      The private equity industry has grown markedly in the last 20 years and we know more than we used to about its effects on the economy. We also know that private equity funds have outperformed public equity markets over the last three decades, even after the fees they charge are accounted for. What have been less explored are the specific actions taken by private equity (PE) fund managers.

      Read Full Article
    2. Initial Broker-Dealer Audits Show Deficiencies

      Initial Broker-Dealer Audits Show Deficiencies

      The first five inspections of broker-dealer audit and new attestation engagements subject to Public Company Accounting Oversight Board standards show deficiencies in the auditors' application of those standards, the board announced. In a brief summary inspection report covering five broker-dealer engagements conducted by five auditors in 2014, the PCAOB described deficiencies, relative to the new requirements, observed in the five audits and four of the five related attestation engagements.

      Read Full Article
    3. Investment Funds Complexity Stymies IRS Audits

      Investment Funds Complexity Stymies IRS Audits

      (Bloomberg) Large partnerships, including private-equity firms and hedge funds, are often so complex that the U.S. Internal Revenue Service can’t audit them effectively, the Government Accountability Office found. In a report released yesterday, the GAO focused on more than 10,000 large partnerships, which each have at least 100 partners and $100 million in assets. Most of those are in the finance and insurance industries.

      Read Full Article
    4. PCAOB Finds Continuing Problems with Auditors of Broker-Dealers

      PCAOB Finds Continuing Problems with Auditors of Broker-Dealers

      The Public Company Accounting Oversight Board has released a new report showing that auditors of brokers and dealers who were inspected last year continued to have a high number of problems with independence and audit deficiencies. The report is the third in a row that found problems with audits of broker-dealers since the PCAOB was given an expanded mandate for inspecting them under the Dodd-Frank Act of 2010, in response to the Bernard Madoff scandal.

      Read Full Article
    5. IRS Has Trouble Auditing Large Partnerships

      IRS Has Trouble Auditing Large Partnerships

      The growing number and complexity of large partnerships, such as hedge funds, are making it difficult for the Internal Revenue Service to audit them effectively, according to a new government report. The report, from the Government Accountability Office, follows on the heels of an earlier GAO report this spring indicating that the IRS is performing more audits of large partnerships, but only a relatively tiny fraction of the growing population (see IRS Doing More Audits of Large Partnerships).

      Read Full Article
    6. Strategic Exit & Liquidity Options: Private Equity Recapitalizations

      When it is time to consider your exit strategy, a private equity recapitalization (or sponsored recap) is just one of several transaction alternatives you will have. For the business owner seeking substantial liquidity, but still desiring to continue to drive the business forward, or for the owner looking for capital to grow the company, a sponsored recap maybe the best fit. In these transactions, a private equity group (PEG) acquires an interest in the company with the agreement that the owner and his or her team will stay on to grow the business both organically and likely through acquisitions as ...

      Read Full Article
    7. Medtown Ventures scouts for lifesciences deals with $500M investor pool - Atlanta Business Chronicle

      Medtown Ventures scouts for lifesciences deals with $500M investor pool - Atlanta Business Chronicle

      Backed by investors with up to $500 million in capital, Atlanta-based Medtown Ventures LLC aims to grow the next generation of life sciences companies. Lifesciences is a strategic industry for Atlanta’s economic developers because it promises fast growing, well-paying knowledge economy jobs. It’s also an industry in which Atlanta has company creating infrastructure — research universities, hospitals and research centers like the Centers for Disease Control and Prevention.

      Read Full Article
    8. Roark Capital unit buys Central Jersey Waste and Recycling

      Roark Capital unit buys Central Jersey Waste and Recycling

      A unit of Atlanta private equity firm Roark Capital Group bought Central Jersey Waste and Recycling, Inc., Premier Food Waste Recycling Inc. and Central Repairs Inc. for an undisclosed sum. Ewing, N.J.-based Central Jersey Waste and Recycling provides waste and recycling services to nearly 30 municipalities and about 1,000 commercial customers in New Jersey and Pennsylvania. It also collects and transports organic and food waste products for commercial and residential customers. Roark’s Synergy…

      Read Full Article
    9. Wakefield, Inc. – Atlanta Blog – PCM and Beltline Jumpstart Major New CRE Development

      Wakefield, Inc. – Atlanta Blog – PCM and Beltline Jumpstart Major New CRE Development

      It’s not often that an intown project creates a new real estate market, but the Atlanta Beltline is already proving to be just that. Sparking more than $1 billion in private development since the project first began moving forward in 2005, the planned 25-year evolution of 22 miles of a former rail corridor has already started reshaping Atlanta’s urban neighborhoods.

      Read Full Article
    10. What VCs Really Want

      What VCs Really Want

      Nothing is more important than metrics. So make sure you get them right.

      Nothing seems to grab headlines more than a company that raises, say, $50 million and is valued at $2 billion. No revenue? Doesn't matter. Then there's the promising young company that actually has $20 million in sales but ekes out a valuation of $200 million. (Sounds like an episode of VCs Gone Wild, doesn't it?)

      Read Full Article
    11. What Smart Boards Do When Investors Knock - Michael Useem , and Dennis Carey

      What Smart Boards Do When Investors Knock - Michael Useem , and Dennis Carey

      Bulls in a china shop—or catalysts for change? The divides created when activist investors muscle their way onto boards as varied as those of Hewlett-Packard, J. C. Penny, and Yahoo can run as deep as those on Capitol Hill. Has Ralph Whitworth of Relational Investors restored shareholder value at HP? Did William A. Ackman of Pershing Square Capital Management destroy value at J.C. Penney? Has Daniel Loeb of Third Point rebuilt value at Yahoo?

      Read Full Article
    12. SunTrust to divest RidgeWorth Capital Management

      SunTrust to divest RidgeWorth Capital Management

      SunTrust Banks Inc. plans to sell its asset management subsidiary RidgeWorth Capital Management Inc. to RidgeWorth employees and an investor group led by a private equity fund managed by Lightyear Capital LLC for up to $265 million. The sale is expected to close during the second quarter of 2014 and yield Atlanta-based SunTrust (NYSE: STI) a $50 million after-tax gain. RidgeWorth and its five institutional asset management boutiques collectively manage about $50.6 billion in assets.

      Read Full Article
    13. IASB Introduces New Hedge Accounting Model

      IASB Introduces New Hedge Accounting Model

      The International Accounting Standards Board has introduced a new hedge accounting model as a major step forward in the financial instruments project on which it has been collaborating with the Financial Accounting Standards Board. Hans Hoogervorst The amendments to IFRS entail a substantial overhaul of hedge accounting to enable entities to better reflect their risk management activities in the financial statements.

      Read Full Article
    14. PCAOB Approves New Broker-Dealer Audit and Attest Standards

      PCAOB Approves New Broker-Dealer Audit and Attest Standards

      The new standards are part of an effort to protect customer funds by enhancing the quality of compliance information provided to the Securities and Exchange Commission and used in its regulatory oversight of broker-dealers. They come in response to recent scandals at a number of financial services firms, such as MF Global, Peregrine Financial Group and Bernard L. Madoff Securities, where lax auditing and financial chicanery allowed customer funds to be misappropriated.

      Read Full Article
    15. MedShape lands $11 million

      MedShape lands $11 million

      Atlanta-based orthopedic device company MedShape Inc. on Oct. 8 closed on $11 million in new financing. The company plans to use the funding on further product development and commercialization, including the full market release of the Eclipse Soft Tissue Anchor, a new shape memory fixation device for soft tissue repair. Made out of MedShape’s proprietary PEEK (polyether ether ketone) Altera, Eclipse features a non-rotational deployment technique that allows surgeons to better replicate native…

      Read Full Article
    16. VC Michael Mortiz: 'We're in a New Industrial Revolution'

      VC Michael Mortiz: 'We're in a New Industrial Revolution'

      The Sequoia Capital partner outlined how "data factories" are driving a whole new kind of industrial revolution that's disrupting the workforce.

      Famed Silicon Valley investor (and avid landscape painter) Michael Moritz claims the world has entered a new kind of industrial revolution, one powered by cloud computing and faster processing power. Factories?

      Read Full Article
    17. When Selling a Business, Confidentiality Is Key

      When Selling a Business, Confidentiality Is Key

      Sure you're excited about the sale. But revealing too much too soon can put the deal--and your company itself--in jeopardy When the time comes to sell your business, it's easy to get excited about the hustle and bustle of the selling process--and the large payout in the offing. Just make sure you keep your excitement to yourself. Keeping quiet about your impending business sale is imperative because news that a business is for sale can trigger negative reactions among creditors, customers, suppliers and employees. It also can spark aggressive reactions from competitors that could weaken your momentum and ...

      Read Full Article
    18. VCs See Uptick In 10-Year Returns

      VCs See Uptick In 10-Year Returns

      If the 2012 trend continues through 2013, venture capitalists will have something to smile about. When it comes to returns on 10-year old investments, 2012 has sure been kind to VCs, claims a performance benchmark report by Cambridge Associates and the National Venture Capital Association (NVCA). According to the report, VC performance for the 10-year horizon has continued an upward climb for 11 consecutive quarters. Average returns for the fourth qarter, ending on December 31, 2012, reached 6.9 percent, more than doubling in the past year. At this time in 2011, the same rate of pooled end-to-end returns, net ...

      Read Full Article
    1-24 of 27 1 2 »
  1. Categories

    1. Segments:

      Client Accounting Services, Construction, Family Business, Healthcare, HNW/Individual, Investor Services, Manufacturing/Distribution, Not for Profit, Professional Services, Real Estate, Retail/Restaurant, Small Business, Strategic Growth Advisory, Technology, Transaction Services, Virtual Accounting Solutions
    2. Service Type:

      Audit, Corporate Tax, ERISA Audit, Estate and Tax Planning, Individual Tax, International Tax, IT Audit, Litigation Support, State and Local Taxes
    3. General:

      Global, Local Economy, Management, Politics, Revenue Recognition, Talent Management, Windham Brannon
    4. Internal:

      Marketing, Newsletter
    5. WB Author:

      Amber Brown, Barbara Coats, Brent Wilkinson, Carlye Dooley, Carolyn Riticher, Charles McGimsey, Cheryl Yarbrough, Courtnay Bazemore, Dean Flores, Denise Mummert, Donna Caruso, Doug Neal, Greg Spangler, Heidi LaMarca, Herb Barnes, John Carpentier, John Henriquez, Kerry Buchan, Kristi Johnson, Lee Hodges, Maggie Wise, Mary Beth Saylor, Matthew Levin, Nicholas Perrins, Nicole Suk, Rebecca Smith, Rebekah Judge, Richard Yelton, Tim Clancy, Tom Leahey, Valerie Barckhoff
  2. Popular Articles