The Private Capital Industry Is Evolving

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back office visibility, agility and effectiveness

By Beth Manzi, CPA,Chief Operating, PEF Services, LLC The back office needs to strengthen their systems and processes. Often, when we’re onboarding a client, they’ll hand us a financial statement that’s an Excel file with hard-coded numbers. That’s a recipe for...

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Debt Fund Administration Technology Benefits

By Hank Boggio, Senior Managing Director & Chief Revenue Officer of PEF Services LLC The alternative asset class as a whole continues to focus on technology as a means of automating transactional activities, using data more effectively, strengthening compliance,...

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The Back Office Steps into the Limelight

By Anne Anquillare, Chief Executive Officer & President, PEF Services, LLC  Diligent, hardworking, conscientious—these are the words most often associated with the firm’s administrative core also known as “the back office.” A back office capable of...

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Debt Fund Administration Opportunities Abound

By Hank Boggio, Chief Revenue Officer of PEF Services LLC In the past decade, the opportunities for private debt have grown significantly. When banks changed their lending criteria after the 2008 financial crisis, it created a lending vacuum that the alternative asset...

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Aligning All the Interests

General partners are engaging a whole host of specialized service providers, and funds are increasingly picking up the tab. Are all parties aligned enough to ensure that investors can reap the benefits as well? To read the full article click here.

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Private Equity Funds: Leverage and Performance Evaluation

Anne Anquillare was featured in the July 16, 2018 CFA Institute blog entitled Private Equity Funds: Leverage and Performance Evaluation by Antonella Puca, CFA, CIPM, CPA As Anne Anquillare, CFA, president and CEO of PEF Services, notes: “It is important to distinguish...

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SBIC Fund Administration: Understanding The Stakes

By Anne Anquillare, Chief Executive Officer & President, PEF Services, LLC Small Business Investment Companies (SBIC) are attractive investment funds, enabling GPs to access government leverage at low rates that enhance returns. But they also come with more...

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